Subscribe
Sign in
Home
Notes
Archive
About
37:23
Andy Constan: A "Slowdown is Coming"
Damped Spring founder & CIO Andy Constan chats to Arque Advisors senior advisor Harry Melandri about anti-growth policies, why he doesn't like any…
12 hrs ago
•
Maggie Lake
6
1
Vincent Deluard: "The Trade of the Decade Could be China"
The Director of Global Macro Strategy at StoneX Group on the AI winners and losers, why the Great Rotation "hasn't even started," and why it might be…
Sep 23
•
Maggie Lake
11
33:21
Dale Pinkert: "Everyone’s Saying $4,000 Is a Layup in Gold. We’ll See"
The TradeGateHub coach on the dollar "turning a corner," why the Russell looks vulnerable, why he's bearish Bitcoin & ETH, and why Mr. Market is so damn…
Sep 20
•
Maggie Lake
10
34:51
Latest
Top
Discussions
Darius Dale: "We're Being Boiled Alive in a Pot of Monetary Debasement"
The 42 Macro CEO on why lower rates are needed, why the Fed may be "letting go" of the 2% inflation target, and why he thinks the 60/40 portfolio is…
Sep 18
•
Maggie Lake
10
33:27
The Macro Sessions: Juliette Declercq on the AI "Labor Bloodbath"
The JDI Research founder pulls up a chair for a deep dive on the "sacrificed generation" in an AI economy, the market's disconnect from reality, and…
Sep 16
•
Maggie Lake
30
1
52:26
Jared Dillian: A 25bps Cut "Could Be Construed As a Little Hawkish"
The Daily Dirtnap editor on the Fed, the market "putting mustard on sell signals and eating them," why he's bullish small caps, and why he (unusually…
Sep 16
•
Maggie Lake
14
4
34:01
Dale Pinkert: "My Bet is We’ll See 6,000 Before We See 7,000 in the S&P"
The TradeGateHub coach & Talking Markets Resident on the breakout move in bonds, why he's an energy bull here, and why he's feeling "corny" about…
Sep 13
•
Maggie Lake
10
2
36:39
For the Record: What If Peace Breaks Out?
Welcome to For the Record, a new show for Market House members where we dig into one big question with a special guest.
Sep 11
•
Maggie Lake
and
Michael Kao
12
46:43
A Year In... And the Next Chapter for The Market House
That was a quick year. From a surprise email to 300+ conversations — thank you for pulling up a chair.
Sep 11
•
Maggie Lake
14
1
Tony Greer: "An Asteroid is Now the Bear Case"
The Morning Navigator editor breaks down his S&P positive tailwinds checklist, gets into why he's bullish homebuilders, and updates us on his cannabis…
Sep 11
•
Maggie Lake
24
2
37:27
See all
Recommendations
View all 22
Yes, I give a fig... thoughts on markets from Michael Green
Michael W. Green
CappNotes
Frank Cappelleri
Fairlead Strategies Idea Generator
Fairlead Strategies
Conks
Conks
Blind Squirrel Macro
The Blind Squirrel
The Market House
About
Archive
Recommendations
Sitemap
