Josh Young, CIO of Bison Interests and a contrarian value investor, joins Maggie Lake for his Talking Markets debut, to lay out the bull case for oil at a time when many are skeptical. They dig into the geopolitical backdrop, supply-and-demand dynamics, and why capital outflows have left some small-cap oil and gas names looking cheap. Plus, with gold hitting fresh highs again today (evergreen sentence) amid renewed government shutdown fears, Josh and Maggie put today’s moves in the broader market context.Follow Bison Insights on Substack: https://www.bisoninsights.info/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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Episode 88: Will The Fed Cut In October? With Dale Pinkert.
After warning last Friday that markets were looking vulnerable, TradeGateHub Coach Dale Pinkert returns to Talking Markets today after stocks posted several down days in a row. With core PCE inflation rising as expected, is the Fed on track for another cut in October? Dale pulls up a chair with Maggie Lake to chat about bonds, currencies, metals, and more, plus what traders should watch heading into the next leg of this market cycle.Join TradeGateHub here: https://tradegatehub.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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Episode 87: Bond Market "Will Fail To Outperform Cash". With Andy Constan.
Maggie Lake is on the road today, but we've got an epic conversation for you: Andy Constan, CEO & CIO of Damped Spring Advisors, pulls up a chair to chat with Harry Melandri, senior advisor to MI2 Partners, Arque Advisors, and author of the Respice Finem Substack. We expect you might need your notebook for this one... Join us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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Episode 86: Boom or Bubble? With Vincent Deluard.
Vincent Deluard, Director of Global Macro Strategy at StoneX, pulls up a chair to chat with Maggie Lake about the bull case for China and Brazil, and the bear case for India and Poland. They also discuss gold's record high, and what to expect from Friday's PCE data, and Vincent updates us on his dollar stance, what's happening in Europe, and what Western society's "addiction to stimulus" means for markets longer-term. Follow Vincent on X: https://x.com/VincentDeluardJoin us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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Episode 85: What Next For Bonds? With Dale Pinkert.
It’s Friiiiiday, which means TradeGateHub coach Dale Pinkert is back for his Talking Markets residency with Maggie Lake. This week, thy discuss the impact of the Fed’s 25bps cut, and what it means for traders going into the weekend. Dale also digs into his energy bull case, the potential for 4k Ethereum at, and where he sees opportunity in metals. Plus: thoughts on Nvidia’s AI bet on Intel and what it says about the broader AI trade.Join TradeGateHub here: https://tradegatehub.com/Support us on Substack: https://themarkethouse.substack.comConnect with us on Twitter: https://x.com/the_markethouse*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
Maggie Lake breaks down all the daily market action with the best minds in finance. Join us after the US market close each day for smart conversation that will help you understand this complex investing landscape and build wealth without losing your sanity. If you want knowledge, civility, karaoke and the occasional cocktail recommendation, you've come to the right place.
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