Lead-Lag Live: Recent Episodes
Michael A. Gayed, CFA
Live unscripted conversations with thought leaders hosted through Twitter Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (Twitter: @leadlagreport).
Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback via Rapidus, European defense investment, and the case for global diversification when US market concentration hits a 93-year high.
Topics covered:
(00:00) Host intro and Hervé's international investing background
(05:05) US tech concentration and the case for diversification
(10:00) Europe's shift toward bureaucracy and regulation
(15:10) Sweden's capitalism pivot and European contrasts
(20:21) Japan's lost decades and the macro turnaround
(25:20) Japan's semiconductor strategy and the Rapidus initiative
(30:18) Global rotation beyond the US and investor caution
(35:05) Emerging markets pain, BRICS, and Latin America opportunity
(40:04) Currency risk, hedging, and export-focused plays
About Mercator Investment Management: Mercator is an international asset manager focused on non-US equity opportunities across developed and emerging markets. Hervé Van Caloen brings decades of experience investing across Latin America, Asia, and Europe, with particular expertise in identifying structural reforms and macro pivots that create multi-year equity re-ratings.
Where to find Hervé and Mercator:
- Website: mercatorinvestments.com
- Contact: Hervé Van Caloen — herve.vancaloen@mercatorinvestments.com
The Lead-Lag Report: leadlagreport.com
Sponsored by Mercator Investment Management — this episode is presented as part of Mercator's Lead-Lag Live sponsored webinar series covering international investment opportunities.
This content is for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Views expressed by Hervé Van Caloen are his own and do not necessarily reflect the views of Lead-Lag Publishing, LLC. Investors should conduct their own due diligence before making any investment decision.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking about dispersion, AI, and energy trends inside Chinese markets.
WHAT YOU'LL LEARN
- The real difference between smart beta, factor investing, and thematic investing
- Why cap-weighted concentration pushes allocators toward smarter weighting schemes
- How core-satellite portfolio construction applies to global and emerging-market allocations
- Why China's AI buildout looks structurally different than the U.S. AI investment stack
- How dispersion across sectors shapes opportunity in Chinese equities
- Where nuclear and energy trends fit into the broader China thematic picture
PANELISTS
Michael A. Gayed, CFA -- Publisher, The Lead-Lag Report; Founder, Lead-Lag Media
Jason Hsu -- Founder, Rayliant Global Advisors
Fujia Liu -- SVP, Global Capital Division, China Asset Management (ChinaAMC)
Tony Yang -- VP, Global Capital Division, China Asset Management (ChinaAMC)
Watch on YouTube: https://www.youtube.com/watch?v=-BF3xlgJTf8
DISCLOSURE
This webinar was sponsored by Rayliant Global Advisors. Michael A. Gayed, CFA and Lead-Lag Media LLC received compensation from Rayliant for coordinating and hosting this program. Commentary from the ChinaAMC (CAMC) participants in this program is limited to broad, thematic market perspective and does not constitute a discussion or recommendation of any specific investment product. Nothing in this program is investment advice or a solicitation to buy or sell any security. All views expressed are those of the participants at the time of recording. Please consult your own financial advisor before making any investment decision.
Past performance does not guarantee future results. The content in this program is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. All investments involve risks, including possible loss of principal. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now.
Mike Toney-Hoffman drives the TrendSpider Sidekick portfolio agent live on screen — running natural-language prompts against real market data to identify sector leaders, rank technical setups, and pressure-test portfolio positioning against rate scenarios.
👉 Try TrendSpider Sidekick
CHAPTERS
00:00 – Cold open + why this rate-cut divergence matters
02:30 – What the Fed's saying vs. what the curve is pricing
06:15 – Introducing TrendSpider's Sidekick portfolio agent
10:00 – Live Sidekick prompt #1: Cyber sector leaders scan
15:36 – Why Singapore looks like the underdog
20:00 – Live Sidekick prompt #2: Portfolio rate-hike scenario stress test
25:00 – Deep-research narrowing on the cyber names — CRWD, PANW, ATEN
30:00 – Rate-cut scenario across sectors + relative-strength ranks
36:00 – What Sidekick gets right that traditional scanners miss
40:00 – Where TrendSpider is headed next
43:00 – Wrap
Watch on YouTube: https://youtu.be/OqF2tZLV21g
DISCLOSURES
This is a sponsored conversation with TrendSpider. Michael A. Gayed, CFA and Lead-Lag Media LLC receive compensation from TrendSpider for this content. Nothing in this episode is investment advice or a recommendation to buy or sell any security. All views are those of the participants at the time of recording. Do your own due diligence before making any investment decision.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio.
Alex makes the structural case for owning commodity producer equities rather than commodity futures — the tax efficiency, the equity risk premium layered on top of the commodity exposure, and the 50+ year track record of outperforming global equities by roughly 2% a year. He walks through how RPAR and UPAR construct the sleeve using the broad Morningstar Global Upstream Natural Resources Net Return Index (roughly a third energy, a third industrial and precious metals, a third agriculture), why diversification within the sleeve matters more than picking a single subsector, and why the diversification benefit shows up most when it's needed most — 2022 (equities down 18%, producers up 15%), Q1 2026 (equities down 3%, producers up 20%), and the 1970s (13%+ annualized for a full decade of stagflation).
He also gets candid about the behavioral difficulty of holding this sleeve as a standalone position — the 20-30% higher volatility versus global equities, the extended stretches where it deviates significantly from the broader market, and why rebalancing across the risk-parity buckets is what actually captures the long-run edge. The conversation closes with the practical case for RPAR versus a traditional 60/40: what inflation looks like when you zoom out over 100 years, why "low and stable" is the abnormal regime rather than the normal one, and where inflation-linked bonds fit alongside the commodity producer sleeve.
Topics covered:
(00:00) Opening — another Lead-Lag Live single-topic risk-parity conversation with Alex Shahidi
(00:30) Alex introduces Evoke Advisors, RPAR and UPAR, and the risk-parity framework
(02:18) Why commodity producer equities instead of commodity futures — tax efficiency and the equity risk premium
(04:13) Devil's advocate: are gold miners and other producers actually equities in disguise?
(05:09) How the broad producer index is constructed — energy, metals, agriculture, and why diversification within the sleeve matters
(06:07) Contango, backwardation, and why the futures path complicates the futures-based approach
(07:27) Historical case study — 2022 (equities -18%, producers +15%) and Q1 2026 (equities -3%, producers +20%)
(08:50) The 1970s parallel — 13%+ annualized during a decade of stagflation
(10:10) Why correlation is a byproduct — divergence shows up when you need it most
(12:05) The 55-year track record — 2% annualized outperformance vs global equities, liquid and tax efficient
(13:32) Currency exposure and dollar sensitivity in the producer sleeve
(14:27) The behavioral challenge — 20-30% more volatile than equities and the discipline required to hold it
(17:40) Rebalancing as programmatic mean reversion — why trimming winners matters over full cycles
(19:37) Making the case for RPAR versus a traditional 60/40 — the inflation-hedge gap
(20:36) Zooming out — 100 years of inflation history and why "low and stable" is the abnormal regime
(21:31) Where inflation-linked bonds fit alongside the producer sleeve in a full risk-parity framework
About Evoke Advisors: Evoke Advisors is a large, independent registered investment advisor headquartered in Los Angeles, co-founded by Alex Shahidi. The firm co-portfolio-manages the RPAR Risk Parity ETF and the UPAR Ultra Risk Parity ETF, both built on the principle that a balanced portfolio should diversify across economic environments — not just across asset classes.
Where to find Alex and Evoke:
- Website: evokeadvisors.com
- RPAR + UPAR ETFs: rparetf.com
The Lead-Lag Report: leadlagreport.com
Sponsored by Evoke Advisors: The RPAR Risk Parity ETF (RPAR) and UPAR Ultra Risk Parity ETF (UPAR) offer diversified, all-weather exposure across global equities, Treasuries, TIPS, gold, and commodity producers — engineered to balance risk across four economic environments. Learn more at rparetf.com.
Important disclosures: This podcast is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Investors should carefully consider the investment objectives, risks, charges, and expenses of any fund before investing. Past performance is not indicative of future results. RPAR and UPAR are subject to market risk, interest rate risk, commodity risk, and other risks disclosed in the fund prospectus. Investing in commodity-related equities involves the risks of the underlying commodities markets, including significant price volatility. Please read the prospectus carefully before investing.
Support the show
Alex Shahidi, Managing Principal at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, joins Michael Gayed on Lead-Lag Live to unpack why gold belongs at the core of a modern risk-parity portfolio — and why the traditional 60/40 keeps failing in inflationary regimes.
In this first of a new series of narrower, single-topic risk-parity conversations, Alex walks through the three-step framework behind RPAR and UPAR, explains why correlation is a byproduct rather than a driver of diversification, and makes the structural case for gold as an anti-paper-money hedge against fiat debasement, sovereign debt monetization, and central-bank de-dollarization.
Topics covered:
(00:00) A different kind of Lead-Lag Live — post-close, single-topic risk-parity series with Alex Shahidi
(00:57) The three-step risk-parity framework: diverse asset classes, risk-balancing, and rebalancing
(02:15) Why the traditional 60/40 concentrates almost all risk in stocks
(02:44) Correlation is a byproduct — the four economic environments that actually drive returns
(04:26) Adding assets with the opposite inflation bias: gold, commodities, and TIPS
(04:50) The growth-vs-inflation quadrant framework and reading market-implied environments
(06:18) Gold as an investment: cutting through the gold-bug and gold-skeptic extremes
(07:13) The 55-year track record — gold's return, low correlation, and diversification value
(08:40) Inside RPAR: why gold is separated from commodity producers as its own bucket
(09:53) How gold behaves like a bond in a downturn — the Q1 2020 case study
(11:20) When gold doesn't outperform: the liquidity-tightening exception
(12:17) The narrative around gold — why every asset needs a story for capital to flow
(13:15) Fiat debasement, currency printing, and gold's structural tailwind
(14:43) Central-bank de-dollarization since 2022 and the shift into gold reserves
(16:08) The bear case: what would derail gold from here
(16:33) "Why buy something that yields nothing?" — the pricing-power counterargument
(18:24) Building a portfolio with meaningful gold exposure to balance equity risk
(19:41) Bullish on diversification, not predictions — the discipline of rebalancing
(20:39) Closing thoughts on the new single-asset-class series with Alex
About Evoke Advisors: Evoke Advisors is a Los Angeles–based independent wealth-management firm. Alex Shahidi co-manages the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, applying a systematic risk-parity approach designed to balance exposures across the four macro environments — rising and falling growth, rising and falling inflation.
Where to find Alex Shahidi:
- Evoke Advisors: evokeadvisors.com
- LinkedIn: Alex Shahidi, CFA, CIMA
The Lead-Lag Report: Get Michael's institutional-grade macro research and market analysis. leadlagreport.com
Sponsored by Evoke Advisors: Evoke's risk-parity strategies — RPAR and UPAR — offer diversified exposure across global equities, commodities, gold, and treasuries designed to perform across all four macro environments. Learn more at evokeadvisors.com.
Disclaimer: The content of this podcast is for informational purposes only and is not intended as personalized investment advice. Views expressed reflect the current opinions of Michael A. Gayed, CFA, and guests as of the date recorded, are subject to change without notice, and do not represent the views of any firm or entity. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Consult a qualified financial advisor before making investment decisions. Lead-Lag Media and its principals may hold positions in the securities discussed.
Support the show
Preferred stock ETFs, MLPs, and monthly income investing take center stage in this Lead-Lag Live conversation. Michael A. Gayed, CFA, portfolio manager of the ATAC Rotation Fund and publisher of the Lead-Lag Report, sits down with Jay D. Hatfield, CEO and CIO of Infrastructure Capital Advisors (InfraCap) and portfolio manager of the InfraCap ETF suite, for a wide-ranging discussion on income investing, credit conditions, energy infrastructure, and the small-cap opportunity heading into the back half of 2026.
What we cover:
- Why PFFA (Virtus InfraCap U.S. Preferred Stock ETF) sits at the center of a high yield preferred stock ETF strategy, and how PFFA compares against passive preferred baskets and PFFR.
- AMZA (InfraCap MLP ETF) and where Jay sees midstream MLPs versus Alerian MLP ETF peers in a MLP ETF landscape reshaped by pipeline consolidation.
- ICAP (InfraCap Equity Income Fund ETF) as an income vehicle for advisors comparing monthly dividend ETF options and best monthly income ETF candidates.
- BNDS and SCAP for investment-grade credit and small cap value ETF exposure with active management.
- Where credit spreads, rate expectations, and preferred securities set up for H2 2026 and 2027.
- The small cap ETF and small cap value ETF opportunity Jay sees as index concentration peaks.
InfraCap ETFs discussed: PFFA, AMZA, ICAP, PFFR, BNDS, SCAP.
Guest: Jay D. Hatfield, CEO and CIO, Infrastructure Capital Advisors. Host: Michael A. Gayed, CFA, Lead-Lag Report and ATAC Rotation Fund.
For institutional and advisor inquiries on Infrastructure Capital's ETF suite, contact Craig Starr at Quasar Distributors LLC, 212-763-8336, Craig.Starr@icmllc.com. More at www.infracapfunds.com.
Subscribe to Lead-Lag Live for weekly conversations with the fund managers, economists, and strategists shaping asset allocation for financial advisors.
Disclosures: This conversation is for informational and educational purposes only and does not constitute investment advice, an offer to sell, or a solicitation to buy any security. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. Consider a fund's investment objectives, risks, charges, and expenses carefully before investing. Prospectuses are available at www.infracapfunds.com.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Daniel Santiago from State Street Global Advisors joins Michael A. Gayed, CFA to unpack sector ETF investing in 2026 — the original SPDR product line, now the largest and most liquid sector suite on the market. We get into the Magnificent Seven concentration problem in the S&P 500, how State Street's GICS-based classification actually works (including why SpaceX classifies as communication services), sector dispersion versus style/factor dispersion, and how to think about sector rotation given where we are in the economic cycle.
For allocators, advisors, and anyone building portfolios who wants a cleaner framework for reading the tape sector by sector.
Guest: Daniel Santiago, Sector ETF Specialist, State Street Global Advisors (SPDR)
Host: Michael A. Gayed, CFA — Publisher, The Lead-Lag Report
Watch on YouTube: https://www.youtube.com/watch?v=alSfJtl1xCI
More: https://leadlagreport.com Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Phil Wool, Rayliant — Active EM Investing & Factor Strategies
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Lead-Lag Live: Ross Atefi, Yatra Wealth Design
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Support the show
Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investment Case | WQTM ETF
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
China's Contrarian Trade Is Finally Working — Here's Why | KWEB
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Support the show
The Oil Math Wall Street Refuses to Run | Joe Dube, USCF
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Support the show
Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed
In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.
Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.
Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.
Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
The Rise of the Machines: Humanoids, AI, and the New Global Arms Race joins Michael A. Gayed, CFA to discuss the rise of the machines: humanoids, ai, and the new global arms race.Topics covered in this episode:- The Rise of the Machines: Humanoids, AI, and the New Global Arms Race- Market insights from The Rise of the Machines: Humanoids, AI, and the New Global Arms Race- Practical takeaways for listenersGUEST: The Rise of the Machines: Humanoids, AI, and the New Global Arms Race---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns joins Michael A. Gayed, CFA to discuss consistently not stupid: why boring compounders win when chaos reigns.Topics covered in this episode:- Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns- Market insights from Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns- Practical takeaways for listenersGUEST: Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
KMLM Managed Futures joins Michael A. Gayed, CFA to discuss lead-lag live: luke oliver, kraneshares — kmlm managed futures.Topics covered in this episode:- Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures- Market insights from KMLM Managed Futures- Practical takeaways for listenersGUEST: KMLM Managed Futures---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
KSPY & China joins Michael A. Gayed, CFA to discuss lead-lag live: brendan ahern, kraneshares — kspy & china.Topics covered in this episode:- Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China- Market insights from KSPY & China- Practical takeaways for listenersGUEST: KSPY & China---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire joins Michael A. Gayed, CFA to discuss the 60/40 portfolio is dead: risk parity in a world on fire.Topics covered in this episode:- The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire- Market insights from The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire- Practical takeaways for listenersGUEST: The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
RPAR Risk Parity ETF joins Michael A. Gayed, CFA to discuss lead-lag live: alex shahidi, evoke advisors — rpar risk parity etf.Topics covered in this episode:- Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF- Market insights from RPAR Risk Parity ETF- Practical takeaways for listenersGUEST: RPAR Risk Parity ETF---Subscribe on YouTube: https://youtube.com/@leadlagmediaHost: Michael A. Gayed, CFALead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets.Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis.Support the show
Oil just hit $100 for the first time since 2022. Could it go to $150?
John Love of USCF Investments joins Michael A. Gayed, CFA on Lead-Lag Live at Future Proof Miami to break down the biggest oil shock since 1973. With 20% of the world's oil supply at risk through the Strait of Hormuz, Iran vowing to keep the waterway closed, and crude spiking 36% in six days — this is the most consequential energy crisis in decades.
In this episode, John explains:
- Why this oil shock is more dangerous than the 1973 Arab oil embargo
- How 6% of global supply has already been shut in — and 20% is at risk
- The Iran war scenario: drone warfare, small boat threats, and the new Ayatollah
- What happens to oil prices if Trump calls off the war vs. prolonged conflict
- Strategic petroleum reserves: why a coordinated G7 release may not be enough
- China-Taiwan risk: why China quietly built up reserves over the past year
- The Iraq War playbook: could oil see a 33% single-day drop on resolution?
- Where to invest in commodities through USCF Investments
This interview was recorded live at Future Proof Miami on March 10, 2026, as oil prices surged past $100/barrel amid the escalating Iran conflict.
Links & Resources:
- USCF Investments: uscfinvestments.com
- Lead-Lag Media: leadlagmedia.com
- The Lead-Lag Report: theleadlag.report
- Subscribe: theleadlag.report/subscribe
DISCLAIMER: This content is for informational and educational purposes only and should not be construed as financial advice.
Support the show
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival.
From Germany’s historic decision to become Europe’s largest military power by 2029 to the shift toward a “two-tier” European Union, Van Caloen explains how a new reality of realism is replacing years of complacency.
We also explore the investment opportunities emerging from this shift, looking beyond traditional sectors to uncover hidden opportunities in European defense, semiconductor equipment, and biotech.
In this episode:
• The End of Complacency – Why the invasion of Ukraine shattered the old French-German leadership model.
• Germany’s Military Pivot – How massive defense spending is fueling a revival in German technology and cybersecurity.
• The Two-Tier Europe – Chancellor Merz’s vision for a streamlined, decision-oriented European Union.
• Investment Frontiers – Why defense leaders like Rheinmetall, Thales, and BAE, along with semiconductor giant ASML, are key players.
• Cutting the Red Tape – The urgent need for Europe to return to its 1992 free-market roots and reduce overregulation.
Previous Episode: https://youtu.be/hN2qCZv9irY
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Investing #Europe #Geopolitics #DefenseStocks #Semiconductors #Germany #EuropeanUnion #MarketAnalysis #LeadLagLive #ASML #Biotech #Economy
Support the show
In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets.
From Taiwan and South Korea’s semiconductor dominance to China’s growing AI innovation ecosystem, Greene explains why emerging markets technology may offer exposure to the same growth themes investors love in the U.S. — but with lower multiples and broader diversification.
In this episode:
– Why dollar weakness is a tailwind for emerging markets
– How Taiwan and Korea benefit from AI CapEx
– China’s role in large language model innovation
– The case for diversifying beyond top-heavy US tech
– How KEMQ captures emerging markets technology exposure
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
EmergingMarkets #AIInvesting #Semiconductors #USdollar #GlobalMarkets
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore why humanoid robotics is moving from research labs into real-world deployment — and what that means for investors.
From embodied AI and general-purpose robotics to global supply chain dynamics between the U.S. and China, Yan explains why the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) focuses on the full ecosystem — not just headline mega-cap names — and even brings KOID, a working humanoid robot, into the interview to demonstrate the theme in real time.
In this episode:
– What “embodied AI” actually means
– Why humanoids are reaching an inflection point now
– How labor shortages are accelerating adoption
– Why the “body” of robotics may hold the most value
– How KOID captures the entire humanoid value chain
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
HumanoidRobotics #EmbodiedAI #ArtificialIntelligence
FutureOfWork #ThematicInvesting
Support the show
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore how the next phase of the AI boom may be driven by emerging market technology companies rather than US mega caps alone.
With nearly 40 percent of the S&P 500 concentrated in just ten names, Derek explains why investors may be underexposed to critical parts of the global AI supply chain, including semiconductor manufacturing, memory production, and materials essential to infrastructure buildout.
We also discuss how a weakening US dollar has historically acted as a powerful tailwind for emerging market equities and why improving fundamentals, lower valuations, and AI-linked demand could position EM technology for a multi-year cycle of outperformance.
In this episode:
– Why S&P 500 concentration is near decade highs
– How emerging markets drive AI manufacturing
– Why memory chips are a bottleneck in AI growth
– How a weaker dollar benefits EM equities
– Where advisors may be missing diversification
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
ArtificialIntelligence #EmergingMarkets #Semiconductors
StockMarket #SP500 #KEMQ
Support the show
In this special episode of Lead-Lag Live, I sit down with Peter Todd, Founder of OpenTimestamps, for a conversation that goes far beyond Bitcoin volatility or market narratives.
Peter joins us directly from Kyiv, where he has been working on the ground to support Ukrainian units through targeted fundraising efforts including delivering repaired and donated 4x4 vehicles to frontline teams and supporting interceptor drone initiatives designed to stop attacks on civilian infrastructure.
But this discussion also touches on something larger. As debates over the Epstein files dominate online discourse, Peter explains how even truthful information can be used as a form of informational warfare by diverting attention away from conflicts that are unfolding in real time. In a world where deepfakes, AI generated media, and manufactured receipts can spread within minutes, tools like OpenTimestamps are being used to prove that digital evidence existed in the past and has not been recently modified.
From Bitcoin’s role in enabling anonymous charitable donations to the use of cryptographic timestamping to document events in wartime, this episode explores how technology, trust, and truth intersect in an increasingly uncertain geopolitical environment and how viewers can directly support verified aid efforts in Ukraine through organizations working on interceptor drones and frontline logistics.
In this episode:
– Why Bitcoin drawdowns may be less important than geopolitical risk
– How truthful information can still be weaponized
– Why the Epstein debate may be crowding out more urgent realities
– How OpenTimestamps helps verify digital evidence
– How viewers can directly support Ukrainian aid efforts
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
X:https://x.com/peterktodd
https://opentimestamps.org/
EpsteinFiles #Trump #Bitcoin #UkraineWar #Geopolitics #Crypto #InformationWarfare #WarInUkraine #GlobalConflict #BreakingNews
Support the show
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new phase and why investors concentrated in infrastructure stocks could be taking more risk than they realize.
With nearly half of the S&P 500 tied directly or indirectly to AI infrastructure buildout, Kai explains the dangers of crowded positioning, excessive capital spending, and valuation expansion. Drawing on historical technology cycles from railroads to the internet, he outlines why the biggest long-term winners often aren’t the builders, but the early adopters who use new technology to gain efficiency and market share.
We also dive into enterprise adoption rates, proof-of-ROI versus hype-driven AI mentions on earnings calls, and how to distinguish companies generating measurable productivity gains from those simply telling the story.
In this episode:
– Why the AI cycle may be shifting from buildout to adoption
– How only about 10 percent of firms are currently using AI in production
– The valuation risk embedded in infrastructure-heavy portfolios
– Why early adopters may outperform the AI builders
– How advisors can rethink AI exposure without abandoning the theme
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
AI #StockMarket #SP500 #NVDA #TechStocks #Tesla
Support the show
In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance.
From signs of mean reversion and passive-driven distortions to the case for a commodity supercycle and a weakening U.S. dollar, Germano explains why investors may want to rethink concentration risk and reassess exposure to AI-driven valuations.
In this episode:
– Why mega-cap tech may be “long in the tooth”
– How passive flows have created market inefficiencies
– The case for a structural commodity supercycle
– What a weaker dollar means for portfolios
– How wealthy investors compound capital using lending strategies
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
MarketRotation #Commodities #AI #AssetAllocation #WealthManagement
Support the show
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to discuss whether humanoid robotics is a real commercialization story or just the next overhyped thematic trade.
From factory deployment by Tesla, BMW, and Amazon to China’s aggressive industrial push, Yan explains why embodied AI may represent the next structural shift in automation — and how the KraneShares Global Humanoid and Embodied Intelligence ETF $KOID captures the full ecosystem beyond mega-cap names like Nvidia and Tesla.
In this episode:
– Why humanoid robotics is already entering commercialization
– How equal weighting avoids mega-cap concentration
– What Morgan Stanley’s trillion-dollar projections really mean
– Why China exposure is a feature, not a bug
– The key milestones that signal mass deployment is coming
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
HumanoidRobotics #EmbodiedAI #ArtificialIntelligence #ThematicInvesting #EmergingTech #ETF
Support the show
In this episode of Lead-Lag Live, I sit down with Grant Cardone for a wide-ranging and unusually candid conversation on Bitcoin, real estate, and what it really means to invest with conviction.
Grant is blunt about one thing most people never admit: even after buying Bitcoin for years, he doesn’t pretend certainty. He openly talks about the discomfort of drawdowns, the difference between conviction and having a low cost basis, and why buying through volatility matters more than sounding confident online. Rather than selling a perfect narrative, he’s honest about doubt, risk, and why not investing at all is the bigger danger.
From Bitcoin as a technology of money to real estate as a long-term cash-flow engine, Grant explains how wealthy investors think about scale, units, and holding assets through cycles instead of trading headlines.
In this episode:
– Why Grant says saving money destroys wealth
– How he thinks about Bitcoin without pretending certainty
– The difference between conviction and a cheap entry price
– Why wealthy investors focus on units, not price
– How Bitcoin and real estate play different roles in long-term wealth
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
GrantCardone #Bitcoin #WealthBuilding #InvestingMindset #FinancialFreedom #StockMarket
RealEstate #Crypto
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Ted Oakley, Founder of Oxbow Advisors, to break down why inflation remains sticky, why investors should be skeptical of Federal Reserve guidance, and where real value may be emerging beneath the surface of today’s market.
With more than four decades of experience advising high-net-worth investors, Ted explains why mega-cap stocks now represent concentration risk, why energy is one of the cheapest areas in the market, and how separating base capital from investment capital helps investors survive volatile cycles.
In this episode:
– Why Ted says the Fed is consistently late and unreliable
– What the latest CPI and PPI data reveal about persistent inflation
– Why mega-cap stocks may carry more risk than reward
– How energy offers income and value in an uncertain macro backdrop
– Why separating base capital from risk capital matters in downturns
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Inflation #FederalReserve #EnergyStocks #MarketRisk #IncomeInvesting #StockMarket #Macro #PortfolioStrategy #Investing
Support the show
This video is sponsored by Quantify Funds and contains discussion of exchange-traded funds sponsored by Quantify Funds. Quantify Funds paid the creator a flat fee for this endorsement and unscripted interview. This compensation gives the creator an incentive to recommend Quantify Funds, resulting in a material conflict of interest. Quantify Funds did not produce, review, approve, or redistribute this content and is not responsible for the opinions or statements expressed by the content creator. The creator is not a client or investor of Quantify Funds. Any views expressed are those of the creator and do not necessarily reflect the views of Quantify Funds.
This content is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any security. Investing involves risk, including the potential loss of principal. Investors should consider a fund’s investment objectives, risks, charges, and expenses carefully before investing.
In this episode of Lead-Lag Live, I sit down with David Dziekanski, Founder and Portfolio Manager at Quantify Funds, to explain how return stacking reframes leverage from a short-term trading tool into something investors can actually buy and hold.
From combining Bitcoin and gold to stacking income strategies on top of equities, Dziekanski breaks down how diversification, embedded rebalancing, and structural design can deliver income and exposure without relying on extreme yield or constant investor intervention.
In this episode:
– Why leverage is dangerous without diversification
– How return stacking embeds rebalancing inside the ETF
– Why ultra-high yield ETFs often destroy total returns
– How income strategies can replace parts of fixed income
– Where these products fit in modern portfolio construction
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
ETFInvesting #PortfolioConstruction #RiskManagement #Leverage #Bitcoin #Gold #StockMarket
Support the show
In this episode of Lead-Lag Live, I sit down with John Love, President and CEO of USCF, to break down why commodities are re-emerging as a critical part of portfolios as markets face inflation uncertainty, geopolitical risk, and supply fragility.
From a historic spike in natural gas driven by extreme weather to renewed risk premiums in oil, gold, and silver, John explains how commodity markets are being reshaped by geopolitics, tariffs, and structural supply dynamics and why broad exposure alone may not be enough.
In this episode:
– Why natural gas markets proved more fragile than expected
– How weather shocks and infrastructure strain drive outsized moves
– Why oil continues to carry an elevated geopolitical risk premium
– What’s fueling record highs in gold and explosive moves in silver
– How investors can think about targeted commodity exposure versus broad indexes
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.
With inflation remaining sticky, political uncertainty rising, and stocks and bonds often moving together during inflation shocks, Alex explains why the traditional 60/40 framework falls short and what true diversification actually looks like in an environment defined by wide-ranging macro outcomes.
Throughout the conversation, we discuss how his work around balanced asset allocation and risk parity has evolved from theory into practice, including the thinking behind the RPAR ETFs available at RPAR Risk Parity ETF. , the broader research and conversations he hosts each week on Insightful Investor , and how this framework is implemented in real client portfolios at Evoke Advisors . Alex also shares perspectives he’s written about through his Forbes Finance Council contributions and the ideas explored more deeply in his book: Risk Parity: How to Invest for All Market Environments and Balanced Asset Allocation: How to Profit in Any Economic Climate.
In this episode:
– Why inflation uncertainty changes how diversification actually works
– How stocks and bonds can fail at the same time during inflation shocks
– What investors misunderstand about risk parity and balance
– Why assets like commodities and gold need meaningful weight to matter
– How to think about portfolio construction when outcomes are highly uncertain
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down why today’s market feels increasingly speculative and why disciplined investing is being left behind.
From meme-style factor leadership and zombie-company outperformance to extreme concentration and AI spending risk, Cogswell explains why chasing returns tends to end the same way and how investors can position for when the cycle turns.
In this episode:
– Why the last eight months looked like a speculative outlier
– How high volatility and low quality leadership distorts portfolios
– How AI spending can flip from narrative to accountability
– Where discipline fits when clients still want growth exposure
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
stockmarket #MarketBubble #AI #RiskManagement #PortfolioConstruction #Macro #Investing
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, Melanie Schafer sits down with Michael Mo, CEO of KULR Technology Group (NYSE: KULR), to explore why energy reliability is emerging as the critical constraint behind AI, robotics, drones, telecom infrastructure, and next-generation data centers.
Fresh off CES and following KULR’s newly announced $30M telecom battery supply agreement, Mo explains how high-power, high-safety battery systems are becoming mission-critical as electrification accelerates. From NASA-proven thermal technologies to lithium-ion replacements for legacy lead-acid systems, KULR is positioning itself at the center of multiple multi-year secular growth trends.
The conversation covers AI data center power resilience, UAV and drone electrification, telecom backup systems, and why battery safety, reliability, and domestic supply chains matter more than ever as power demand explodes.
In this episode:
– Why power—not chips—may be the next AI bottleneck
– KULR’s NASA-derived battery safety and thermal technologies
– The Cooler One platform and growth across drones, robotics, and aviation
– Replacing lead-acid batteries in telecom with lithium-based solutions
– Energy-as-a-Service and reducing total cost of ownership
– AI data center battery buffers and GPU-level power protection
– Scaling execution with a debt-free balance sheet and strong cash position
Lead-Lag Live brings you inside conversations with the leaders shaping markets at the intersection of technology, energy, and investing. Subscribe for insights that cut through the noise.
AIInfrastructure #EnergyStorage #BatteryTechnology #Drones #Telecom #DataCenters #Electrification #KULR #MarketOutlook #CleanEnergy #Investing
Support the show
In this episode of Lead-Lag Live, I sit down with Kaitlyn Walsh, Wealth Advisor and Equity Analyst, to break down what employees actually own when they receive stock options and why misunderstanding equity compensation can lead to costly mistakes.
From incentive stock options and vesting schedules to fair market value, AMT exposure, and record-keeping errors, Walsh explains the decisions that matter most before, during, and after an equity grant and why timing, taxes, and planning can make or break outcomes.
In this episode:
– Why stock options are not the same as owning shares
– How strike price and fair market value really work
– The biggest vesting and exercise mistakes employees make
– When stock options can trigger unexpected tax bills
– Why poor record keeping can cost real money years later
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
StockOptions #Equity #PersonalFinance #WealthPlanning #TaxPlanning #FinancialEducation #Investing #Money
Support the show
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, Owner and Portfolio Manager at Mercator Investment Management, to break down why global markets outside the United States are entering a powerful new phase of leadership.
From Japan’s aggressive stimulus and corporate reform push to structural dominance in semiconductors, defense technology, space, and energy infrastructure, Van Caloen explains how capital is rotating toward regions and industries aligned with long-term geopolitical and economic realities.
In this episode:
– Why Japan’s stock market continues to hit record highs
– How semiconductors have become global oligopolies with pricing power
– Why defense and space spending are entering a multi-year upcycle
– How infrastructure and electricity demand are driven by AI growth
– Why global diversification may matter more as U.S. valuations stretch
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
Artificial intelligence is driving one of the largest capital spending cycles in market history, yet most AI investment strategies focus on surface level exposure rather than true innovation. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Aram Babikian of Xtrackers to examine how AI investing is evolving and why research intensity and patent activity may matter more than headlines.
The discussion breaks down the structure behind XAIX, an AI focused ETF designed around companies that are actively building, protecting, and monetizing innovation. Babikian explains how patent filings and R and D spending act as forward looking signals, why unexpected companies like major banks appear in AI portfolios, and how this approach differs from more crowded thematic strategies.
They also explore how XAIX fits alongside broader technology exposure, the tradeoffs between concentration and diversification, and how advisors think about incorporating AI into portfolios amid volatility, regulation, and rapid technological change.
In this episode:
Why AI investing is not the same as buying tech stocks
How patent activity and R and D spending identify true innovators
Why non tech companies can be major AI beneficiaries
How XAIX differs from broader thematic AI exposure
How investors think about sizing AI allocations responsibly
Lead-Lag Deep Dive is a weekly series that breaks down the forces reshaping global markets. Each episode goes beneath the surface of one critical theme, examining how strategies are built, where risks hide, and what matters most for investors across cycles and asset sizes. Subscribe for research-driven insight beyond the noise.
AI #ArtificialIntelligence #ThematicInvesting #ETFS #PortfolioStrategy #Finance #MacroTrends
Support the show
In this episode of Lead-Lag Live, I sit down with Luke Lloyd, President and CEO of Lloyd Financial Group, for a candid conversation on markets, mindset, and the economic forces shaping investor behavior.
From why retirement is not a finish line but a reinvention, to how AI, government liquidity, and bailouts are reshaping wealth outcomes, Lloyd explains why investors must adapt both financially and psychologically to a system increasingly driven by intervention rather than pure capitalism.
In this episode:
– Why retirement is about purpose, not an age or account balance
– How AI accelerates the wealth divide and changes labor markets
– Why government bailouts now shape market cycles
– The role of liquidity in driving risk, speculation, and asset prices
– Why owning assets matters more than timing markets
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise
LeadLagLive #StockMarket #AI #LukeLloyd #FederalReserve #Psychology #MarketOutlook #Macro #RetirementPlanning
Support the show
In this episode of Lead-Lag Live, I sit down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore how rising geopolitical tensions are reshaping technology investing and why national security has become a core investment lens.
From US–China decoupling and critical technologies to AI, quantum computing, and supply-chain risk, Babikian explains how investors can gain exposure to future-facing innovation while actively de-risking portfolios from geopolitical entanglements.
In this episode:
– What “critical technologies” mean for investors
– How US–China competition is changing capital flows
– Why geopolitical risk now matters in portfolio construction
– How the CRTC ETF screens for national security alignment
– Why some mega-cap tech names are excluded—and others included
– How to think about strategic tech as a core allocation
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Geopolitics #NationalSecurity #AIInvesting #TechnologyStocks #ETFInvesting #MarketRisk #PortfolioStrategy #CriticalTechnologies
Support the show
In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selectivity are becoming increasingly critical as markets transition into a period of normalized interest rates.
From Davis Advisors’ 60-year history of “eating their own cooking” to the evolution of active equity ETFs, Kittsley explains how a high-conviction, benchmark-agnostic investment philosophy can help investors compound capital over the long term—especially in a richly valued market.
From the “time arbitrage” embedded in their discipline to their views on AI-driven growth and undervalued financials, Kittsley outlines why what investors don’t own may matter just as much as what they do in the next market cycle.
In this episode:
– Why Davis Advisors pioneered the active equity ETF space nearly a decade ago
– The benefits of high-conviction, concentrated portfolios that ignore benchmarks
– How “picks and mortars” technology is reshaping financials like Capital One
– Valuation discipline in an overvalued market and the risks of unsustainable dividends
– The “time arbitrage” advantage of long-term ownership and owner-operator focus
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
ActiveETFs #FundamentalInvesting #MarketOutlook #Equities #Valuation #LongTermInvesting #PortfolioStrategy
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how investors should approach fixed income and equity income strategies for 2026 as markets adapt to a changing interest rate environment.
From Federal Reserve rate cuts and inflation trends to credit spreads, preferreds, and equity sector rotation, Hatfield explains why income investors may need to rethink traditional allocations—and where the most compelling risk-adjusted opportunities may emerge in the next market cycle.
In this episode:
– How Fed rate cuts could reshape fixed income returns
– Why high-yield bonds and preferreds may outperform investment grade
– Equity income opportunities beyond mega-cap tech
– Small caps, sector rotation, and valuation discipline
– How to position income portfolios for 2026 and beyond
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
FixedIncome #EquityIncome #Investing2026 #InterestRates #MarketOutlook #IncomeInvesting #WealthManagement #PortfolioStrategy
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving as scrutiny rises and market enthusiasm becomes more selective.
From hyperscaler spending and data center economics to market concentration and fading euphoria, Wu explains why investors need to rethink where real AI returns may come from and why the next winners may not be the obvious names.
In this episode:
– Why massive AI capex is starting to worry investors
– How market concentration amplifies downside risk
– The productivity debate behind AI adoption
– Why AI adopters may outperform AI infrastructure plays
– How to position portfolios for the next phase of AI investing
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
ArtificialIntelligence #AI #StockMarket #MarketRisk #TechStocks
Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what the Fed’s latest rate cuts mean for markets, income investors, and portfolio positioning heading into 2026.
From a potential melt-up toward 7,000 on the S&P 500 to why preferreds, high yield credit, and small-cap value could outperform as rates fall, Hatfield explains how investors can navigate a market caught between easing policy, slowing growth, and lingering inflation uncertainty.
In this episode:
– Why Fed cuts historically favor risk assets and income strategies
– How preferred stocks and high yield credit could see upside beyond yield
– Why small caps benefit from rotation away from mega-cap tech
– How dividend and equity income strategies reduce portfolio volatility
– What Jay expects for inflation, rates, and markets into 2026
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-hold strategies may struggle in a market defined by faster cycles, rising volatility, and structural change.
From the rise of zero-day options to the importance of tactical exposure, tail hedging, and trend following, Babij explains how portfolios can be designed to survive growth, recession, inflation, and deflation without relying on predictions.
In this episode:
– Why buy and hold may no longer deliver the same results
– How zero-day options are changing market behavior
– The difference between prediction and probability-based investing
– Why tactical and non-correlated strategies matter more now
– How to construct portfolios that adapt across market regimes
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Alex Shahidi, CO-CIO at Evoke Advisors, to break down what risk parity really is and why traditional frameworks like 60 40 may leave investors exposed.
Shahidi explains how growth and inflation cycles historically drive long term returns, why diversification is often misunderstood, and how a true balanced allocation uses equities, commodities, gold, treasuries, and inflation linked bonds to weather very different market regimes. He also discusses the philosophy behind the RPAR Risk Parity ETF and why more advisors are reconsidering how they approach portfolio construction.
In this episode:
- Why most portfolios are less diversified than investors think
- How growth and inflation surprises drive major market cycles
- The role of commodities, gold, and inflation linked bonds in a balanced allocation
- Why equal risk contribution matters more than traditional 60 40 mixes
- How advisors can use risk parity to build more resilient portfolios
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #Investing #PortfolioStrategy #GlobalMarkets #RiskManagement #MacroTrends #AssetAllocation #Finance #MarketOutlook #ETFStrategies
Support the show
In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transforming retail investing, brokerage platforms, and portfolio construction.
From AI-powered research to custom-built indexes and the rise of agentic brokerage, Sikes explains how new tools are giving individual investors access to capabilities once reserved for institutions and what risks and responsibilities come with that shift.
In this episode:
– How AI research tools are changing how retail investors analyze stocks
– What it means to build custom indexes using natural language
– The rise of agentic brokerage and automated portfolio management
– Where AI can help investors and where human judgment still matters
– Why the next generation of brokerages may look nothing like the last
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out.
From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help.
In this episode:
– Why over 90 percent of advisor website traffic disappears without a trace
– How intent data reveals who is actively researching wealth management topics
– The difference between cold prospecting and warm, high-probability outreach
– How AI can personalize compliant emails at scale for advisors
– Why better data changes how advisors grow in a competitive market
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #Markets
Support the show
Emerging markets are changing fast. Old economy sectors like banks and energy no longer define the space. Instead, growth is being driven by internet platforms, tech enabled consumer companies, and new economy business models reshaping how investors approach EM exposure.
In this Lead-Lag Deep Dive, Michael A. Gayed, CFA sits down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down how this transformation is unfolding and what investors need to understand about both broad EM strategies and single stock levered ETFs.
Ahern explains the mechanics of daily leveraged ETFs, why fundamentals for companies like Alibaba, Mercado Libre, Pinduoduo, JD and others may be misunderstood, and how concentrated growth exposure differs from traditional EM allocations. He also discusses how investors should think about volatility, sizing, and the macro factors that create both opportunity and risk across emerging markets.
In this episode:
- How single stock levered ETFs actually work and why daily resets matter
- Why EM fundamentals are shifting toward internet platforms and tech enabled services
- The temptation and the risk in overweighting individual EM growth names
- How KWEB and KEMQ isolate growth that broad EM indices miss
- How to size and risk adjust aggressive EM exposures inside a diversified portfolio
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #EmergingMarkets #Stocks #Investing #TechGrowth #ETFStrategies #MarketOutlook #Finance #MacroTrends
Support the show
Short term yields have shifted, liquidity matters more than ever, and investors are rethinking how to manage cash efficiently. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Aram Babikian to break down the purpose of TRSY, why its structure is different from traditional cash vehicles, and how investors are using it in today’s rate environment.
They explore why liquidity, cost, and transparency are shaping cash decisions, how TRSY compares to CDs, money markets, and ultra short bond funds, and what its treasury-only structure means for both risk and potential tax advantages. Babikian also explains how the short duration profile, competitive expense ratio, and intraday tradability create flexibility for investors who need cash options without sacrificing yield.
In this episode:
• Why TRSY offers a different approach to short term cash management
• How intraday liquidity can help investors react to market volatility
• How expense ratios impact yield preservation in a higher rate world
• Key differences between TRSY, CDs, money markets, and ultra short bond funds
• The potential tax benefits tied to treasury backed income
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture.
From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil’s reliance on imports and strengthen global food stability at a time when commodity markets remain volatile.
In this episode:
– Why fertilizer supply is tightening as global agriculture demand accelerates
– How domestic Brazilian potash could reduce geopolitical and logistics risk
– What the Autazes project means for future pricing, imports, and food security
– How infrastructure partnerships are cutting project Capex and speeding timelines
– Why growth in fertilizer demand could reshape commodities in 2025–2027
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversation on weekly dividends, options-based income ETFs, yield strategies, and the rise of “living free from your brokerage account.”
Featuring leaders from across the ETF and income-investing world, this session dives into:
- Why weekly dividend ETFs have exploded in popularity
- The psychology behind income now vs long-term growth
- How YieldBoost works — and how it differs from traditional covered calls
- Myths and misunderstandings about options-based income
- How creators and investors actually use weekly distributions
- Global demand for passive-income tools
- How income ETFs behave in a rate-cutting cycle
- New launches from GraniteShares, including semiconductors & gold miners
If you’re looking to build income, understand the mechanics of modern ETF strategies, or learn from creators who have built massive communities in this space — this conversation is packed with practical insight.
GraniteShares #YieldBoost #Dividends #ETFs #Investing
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join Michael A. Gayed, CFA, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George Costanza Trade.”
In this webinar, they chat about:
- What the “Costanza approach” really means in trading
- How professional traders manage risk and avoid emotional decisions
- High-probability setups explained in simple terms
- Options strategies that work in volatile markets
- Actionable tips you can start applying immediately
Whether you're looking for CE credits, want to improve your trading discipline, or simply want to learn new frameworks from top options educators, this conversation is packed with value.
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise
OptionsTrading #OptionsAnimal #LeadLagLive #Investing #Finance
Support the show
International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore why Europe and Japan are gaining momentum, what’s structurally different this time, and how two key XTrackers ETFs, HDEF and DBEF, are positioned for 2025–2026.
They break down:
-
Why Europe, especially Germany, is entering a new era of investment
-
Japan’s wage growth, inflation stabilization & corporate reforms
-
How DBEF helps reduce currency-driven volatility
-
Why advisors are using a 50/50 split between HDEF & DBEF
-
The global policy shifts creating long-term opportunity
-
What investors should expect in 2025, 2026 and beyond
Support the show
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings about depreciation manipulation, inflated AI earnings, and the concentration risk dominating today’s market.
From the speed of chip innovation to the widening gap between revenue and AI CapEx, Cogswell explains why valuations at the top of the S&P 500 may be far more stretched than investors realize — and why diversified, valuation-discipline strategies could be the antidote to extreme concentration.
In this episode:
– Why extending depreciation cycles may be inflating mega-cap earnings
– How today’s top 10 S&P names are valued above the peak of the tech bubble
– What investors misunderstand about investing in AI
– Why Running Oak has reduced tech exposure despite an AI revolution
– How passive flows have hollowed out the core of the U.S. equity market
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
RunningOak #Markets #TechValuations #AIBubble #PassiveInvesting #RiskManagement #Equities #Investing
Support the show
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakening growth, rising deficits, and the return of macro volatility.
From the limitations of the traditional 60-40 portfolio to the misunderstood mechanics behind risk parity, Shahidi explains how investors can build portfolios that survive multiple economic regimes without relying on forecasts or market timing.
In this episode:
– Why inflation volatility poses the biggest risk to portfolios today
– How the past decade created dangerous concentration in equities
– Why most investors misunderstand what true diversification means
– How risk parity protects against extreme macro outcomes
– How RPAR expresses a balanced, multi-regime investment framework
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
RiskParity #Diversification #Inflation #RPAR #Markets #EvokeAdvisors #PortfolioConstruction #MacroInvesting
Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after earnings season, and the implications for dividend stocks, preferreds, and small caps as rate expectations shift.
From valuation pressure in momentum names to tightening money supply and the path of Fed policy, Hatfield explains where he sees opportunity as volatility resets — and why income strategies may be entering their strongest stretch of the cycle.
In this episode:
– Why strong tech earnings often lead to short-term market weakness
– How Bitcoin and leveraged crypto products spill over into tech volatility
– Why dividend-heavy large caps offer resilience in rotation periods
– How preferreds and corporate bonds can outperform into 2026
– The setup for small-cap value once Fed cuts begin
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Support the show
In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployment. Cole explains embodied intelligence, the labor and aging-population pressures driving demand, and where humanoids are likely to show up first — warehouses, factories, hospitals, and eventually the home.
They walk through the three parts of the KOID approach: the “brain” (AI and semiconductors), the “body” (motors, sensors, actuators, materials), and the integrators building full robots. Cole also highlights why many of the most investable opportunities sit inside the global components supply chain, where costs are falling fast across LiDAR, motors, and compute.
The conversation also covers timelines, pilot programs, cost bottlenecks, and how US strength in AI and China’s manufacturing advantage could speed adoption.
In this episode:
• Why humanoids are becoming practical now
• First real-world use cases
• The KOID framework: brain, body, integrators
• Component companies driving early value
• What needs to improve for mass adoption
Lead-Lag Live brings you conversations with the people shaping global markets. Follow the show and comment with the first task you’d want a humanoid to handle.
KOID #Robotics #HumanoidRobots #AI #Automation #KraneShares #Investing #TechTrends
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why it matters for investors.
They discuss the rise of AI in China — including DeepSeek and Alibaba’s Qwen models — and how letting companies train AI on their own data could boost cloud adoption. Henry also explains China’s push into robotics and how it fits alongside US leadership in chips and software.
To bring it back to portfolios, Henry breaks down why KWEB tends to react strongly to policy headlines, how KLIP uses that volatility to generate monthly income, and simple ways to combine the two depending on your goals.
In this episode:
• What’s changing in US–China trade
• China’s growing AI ecosystem
• Why enterprise fine-tuning matters
• How robotics and chips fit into the story
• How KWEB behaves during policy shifts
• How KLIP turns volatility into income
Lead-Lag Live brings you real conversations with the people shaping global markets. Subscribe for more insights that cut through the noise.
KWEB #KLIP #ChinaTech #AIinChina #EmergingMarkets #Investing #KraneShares #MarketInsights
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformation — including the long-awaited launch of the COR portable power system and the SOLIS solar tonneau cover.
Steven explains how COR’s modular batteries, onboard inverter system, and solar integration are designed to create a new category in portable power — one that serves contractors, overlanders, EV owners, and emergency-preparedness users with a scalable nano-grid you can take anywhere. He also shares Worksport’s roadmap for growth, manufacturing strategy, and how SOLIS + COR work together as a complete energy ecosystem.
In this episode:
– How the COR power system works — and why it’s built to scale
– Why modular batteries and a centralized hub change the game for portability
– How SOLIS integrates with COR to create a mobile solar nano-grid
– Why Worksport is betting on clean, portable energy as its core business
– The growth roadmap ahead as the company pushes into 2025 and beyond
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Worksport #COR #SOLIS #CleanEnergy #PortablePower #EVTrucks #RenewableEnergy
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.
From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.
In this episode:
– Why emerging markets are regaining leadership after a decade of underperformance
– How tech and e commerce have reshaped the EM index composition
– The valuation divergence between US tech and EM tech
– Why ADR volatility distorts fundamentals and why local shares matter
– How investors should size EM exposure and position KEMQ in a portfolio
Lead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQ
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.
From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China’s market narrative after years of pessimism.
In this episode:
– Why China’s cloud and AI revenue growth is outpacing expectations
– How anti-involution policy is stabilizing competition and lifting margins
– Why global investors — especially Europe and Asia — are rotating back into China
– Where KWEB sees opportunity across online video, entertainment, and emerging tech
– Why semiconductor valuations demand caution despite the broader tech rebound
– How the Trump–Xi détente may open the door to further policy normalization
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays are redefining the balance between growth, income, and risk management.
Since our last conversation, markets have shifted fast. AI valuations have cooled, volatility has returned, and investors are rethinking how to generate income without sacrificing upside. Si shares how TappAlpha’s TSPY and TDAQ ETFs are thriving in this environment, giving advisors and investors precision, flexibility, and true control over their equity exposure.
In this episode:
– Why volatility-based income is replacing bond-based income as rates fall
– How daily options overlays outperform traditional 30-day strategies
– The “pilot course correction” analogy that defines TappAlpha’s edge
– What makes TSPY and TDAQ fundamentally different from other covered call ETFs
– How TappAlpha is scaling to new products, including light-levered and weekly-pay ETFs
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026.
Topics covered:
• AI and the “Magnificent 8” valuations
• The Fed’s next moves and rate outlook
• Why small caps and value may shine in 2026
• Dividend income ideas: ICAP, SCAP, PFFA
• Where investors are getting the narrative wrong
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
MarketOutlook #InvestingInsights #StockMarket2025 #EconomicOutlook #InterestRates #FedPolicy #leadlaglive #jayhatfield
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies.
They unpack:
- Why rates are headed lower (and what it means for investors)
- How YieldBoost ETFs work and generate high income
- The truth about NAV erosion and downside protection
- What a diversified income portfolio could look like in 2025
- How investors are rethinking “safe yield” in a new market era
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
YieldInvesting #OptionsIncome #ETFs #HighYield #Investing #Finance #LeadLagReport #GraniteShares
Completed Thumbnail (Kseniya
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this special Take Your Kid to Work Day edition of Lead-Lag Live, Grade 9 student Ezra Briski steps in as host to explore this year’s theme: Lift Up Your Future — how the choices we make today shape the opportunities we have tomorrow. Ezra sits down with Seth Cogswell, Founder and Managing Partner at Running Oak Capital, to discuss why starting early with money and investing can change your entire life’s trajectory.
In this episode, Seth shares:
– Why compounding is like a superpower for people who start young
– The lesson: “Easy choices, hard life. Hard choices, easy life.”
– How to think of money as a tool, not something to chase
– Why discipline matters more than picking the perfect stock
– How to avoid “today’s impulse” stealing “tomorrow’s possibilities”
– Why reading and learning from others is the cheat code to growing faster
– The importance of minimizing distractions and building real-world confidence
This episode is about building habits, not hype.
It’s about learning to value your future self — and taking steps now that make life easier later.
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #SethCogswell #RunningOak #FinancialLiteracy #InvestingYoung #CompoundInterest #Discipline #LiftUpYourFuture #TakeYourKidToWorkDay
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside.
Jay breaks down:
- Why the Fed has caused nearly every post-WWII recession
- How inflation is finally cooling (and why CPI is misleading)
- The real reason the U.S. avoided a recession in 2024
- His S&P 500 target of 7,000 for 2025
- Bullish takes on housing, tech, small caps, and preferreds
- Why regional banks and credit fears are overblown
- His contrarian forecast for the U.S. dollar and Treasury yields
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlook
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it.
From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad explains why hope isn’t a strategy, why true diversification means non-correlation, and how the Dynamic Alpha Macro Fund aims to thrive when others panic.
In this episode:
– Why diversification today often means being “badly diversified”
– How global macro can hedge against high valuations and volatility
– Why the Dynamic Alpha Macro Fund (DYMAX) is built for flexibility
– How technicals and fundamentals work together in a macro framework
– Why investors need multiple drivers of return, not just hope
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise
LeadLagLive #DynamicWealthGroup #GlobalMacro #Investing #Diversification #Markets #DYMAX
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm’s YieldBoost lineup is rewriting the rules of income investing.
From Tesla to Coinbase, GraniteShares has built a new category of weekly-paying ETFs that deliver institutional-style yield strategies to everyday investors — no options experience required. Will explains how the structure works, why investor demand has exploded, and what’s next for the YieldBoost lineup.
In this episode:
– How GraniteShares’ YieldBoost ETFs deliver weekly income
– Why Tesla’s YieldBoost ETF (TSYY) has become a $400M success
– The mechanics behind 150% annualized distribution yields
– Why investors want weekly income instead of monthly payouts
– How GraniteShares is democratizing institutional yield strategies
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #GraniteShares #YieldBoost #IncomeInvesting #ETFs #Tesla #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of faith, finance, and speculation in an era of market excess.
From calling tops in gold and silver to exposing fraud on Wall Street, Fr. Emmanuel argues that modern markets have become spiritually and ethically unmoored — a “Wild West” driven by greed, memes, and misplaced faith in AI. He shares his candid views on what true stewardship means, why hoarding gold is spiritually toxic, and why investors need humility more than hype.
In this episode:
– Why “stacking” gold is spiritual hoarding, not investing
– How AI mania mirrors the dot-com bubble of the ’90s
– The moral hazard of speculation and market idolatry
– Where Fr. Emmanuel still finds real value in equities like Adobe and Flower Foods
– Why faith and finance don’t have to be at odds
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #FrEmmanuelLemelson #FaithAndFinance #Markets #Investing #Gold #AI #WallStreet #Economy
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025.
From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom.
In this episode:
– Why the Fed’s “weak labor market” narrative hides a deeper policy flaw
– How housing and money supply remain the only leading indicators that count
– Why the risk of a boom is higher than the risk of a bust
– How AI momentum could supercharge growth in 2025
– Where Jay’s 7,700 S&P target comes from — and why it’s not irrational
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #JayHatfield #Fed #InterestRates #HousingMarket #AI #Economy #Investing #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where low-quality, high-debt companies are outperforming — and why that may be setting up one of the biggest long-term buying opportunities in years.
From zombie stocks to the passive investing paradox, Seth breaks down why common-sense investing has vanished from today’s markets — and how his “buy low, sell high” discipline at Running Oak is bringing it back.
In this episode:
– Why profitable, high-quality companies are lagging speculative names
– What the “buying a Lexus for the price of a Camry” moment means for investors
– How passive flows have hollowed out the core of the market
– Why most portfolios no longer follow the buy-low, sell-high principle
– The mission behind Seth’s new educational series Not So Passively Aggressive
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break down a smarter option: using a 351 ETF exchange to convert appreciated, concentrated stock positions into a diversified ETF without triggering taxes. Think of it like a 1031 for public equities—contribute eligible positions at launch, receive ETF shares in return, and let the portfolio rebalance inside the tax-efficient ETF wrapper.
We walk through:
The exact rules that matter
Why your largest position must be under 25% and your top five under 50%
Which assets qualify, and why contributions must happen at the seed stage.
You’ll hear real examples of prior 351 launches, learn about the upcoming U.S. equal weight fund aimed at breaking the market-cap link, and get a clear timeline: indicate interest, submit holdings, pause trading, transfer positions, and receive ETF shares on day one. We also explain the powerful benefit of multiple cost-basis lots embedded in the ETF, which can make future tax management far more flexible.
Along the way, we widen the lens to the current market: elevated U.S. valuations, heavy index concentration in the same handful of megacaps, and a stealth rotation in gold and non-U.S. value strategies. If you’ve been meaning to diversify but taxes keep you stuck, this is the actionable path. Advisors will find a field guide for client conversations—simple analogies that land, common custodian workflows, and prospecting angles for executives, VC distributions, and direct indexing portfolios.
LeadLagLive #Cambria #USEW #IncomeInvesting #Markets #Investing
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm’s KLIP ETF delivers monthly income and international diversification — without giving up growth.
With covered call strategies back in focus, Jonathan explains why China’s tech sector provides more volatility (and therefore more income potential) than traditional U.S. covered call ETFs, and how advisors are blending KLIP with core equity or income portfolios.
In this episode:
– Why KLIP’s monthly distributions stand out from U.S. covered call ETFs
– How volatility can be a benefit, not a risk, for income investors
– The mechanics behind generating 2% monthly payouts
– How KLIP complements both equity and fixed-income allocations
– Why KraneShares sees long-term growth in combining KWEB and KLIP
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #KraneShares #KLIP #IncomeInvesting #Markets #Investing
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company’s new direct indexing feature is bringing institutional investing tools to everyday investors.
For the first time, investors can build their own index, own every underlying stock, and optimize for taxes with just $1,000 minimum. Sam explains how fractional shares, automation, and tax-loss harvesting are transforming what used to be a high-net-worth strategy into something anyone can use.
In this episode:
– What direct indexing is and how it differs from ETFs and mutual funds
– Why customization and tax-loss harvesting matter for long-term returns
– How Public’s technology makes personalized portfolios accessible to everyone
– How fractional shares broke down the biggest barriers to entry
– Why the future of investing is personal, automated, and tax-efficient
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #Public #DirectIndexing #Investing #WealthManagement
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase.
Topics Covered:
Why small caps could surge as rate cuts begin
The truth about inflation, the BLS data lag, and money supply
Outlook for the bond market, preferreds, and high-yield credit
How active management can outperform in a cutting cycle
Why “bubbles” might actually be good for investors
Subscribe for more expert market insights and live webinars
FedCuts #Inflation #StockMarket #Investing #JayHatfield #LeadLagLive #InterestRates #Finance #Economy #SmallCaps #Bonds #PreferredStocks
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle.
From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data could be investors’ biggest advantage — and where long-term value is hiding in plain sight.
In this episode:
– Why the AI build-out could make natural gas the next big winner
– How money supply leads inflation, interest rates, and Fed policy
– The “Hatfield Rule” for predicting recessions through housing data
– Where small-cap and income investors should be allocating now
– Why rotation away from mega-cap tech is already starting to unfold
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #InfrastructureCapital #Fed #InterestRates #NaturalGas #Energy #Markets #Investing
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors.
From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating consistent, tax-efficient income in any market environment.
In this episode:
– Why traditional income products no longer work for investors today
– How zero-day options can mitigate risk and boost returns
– The math behind daily vs. monthly covered call strategies
– Why ETFs solve tax inefficiencies in options-based income
– How Tap Alpha is bridging Wall Street strategies for Main Street investors
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #TapAlpha #ETFs #OptionsInvesting #ZeroDTE #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest.
From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment that echoes the late ’90s bubble — and what investors need to watch next.
In this episode:
– Why the S&P 500’s “diversification” is a dangerous illusion
– How AI spending is draining the cash that used to reward shareholders
– The warning signals in housing and employment data
– Why money supply matters more than Fed rhetoric when it comes to inflation
– The $500K–$600K tax trap created by the “one big, beautiful bill” and how to avoid it
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #Markets #Investing #AI #TaxPlanning #HousingMarket #JobsData
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies.
From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shares why the current cycle is still in its infancy and how investors can capture the next phase of growth.
In this episode:
– Why AI demand is outpacing computing capacity worldwide
– How reasoning models are reshaping the AI investment landscape
– Why the Magnificent 7 alone won’t capture the AI revolution
– The importance of balancing infrastructure vs application exposure
– How A-GIX connects investors to both public and private AI leaders
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KraneShares #AI #Markets #TechStocks #AGIX
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Ethan Penner — independent candidate for California governor and a trailblazer in U.S. commercial real-estate finance — to break down what he calls the “collapse of competent governance” in California.
From a radical tax overhaul to fixing housing and energy costs, Penner outlines how he’d reverse decades of political decay — and why he believes Gavin Newsom’s policies have left the state weaker, poorer, and more divided.
In this episode:
– Why Penner says there’s “absolutely nothing” worth continuing from Newsom’s tenure
– How a single-tax system could revitalize California’s economy
– The real drivers of the housing and affordability crisis
– How bureaucratic red tape adds $100K+ to every new apartment build
– Why leadership grounded in empathy and business discipline matters now more than ever
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Imagine the internet’s 20-year curve compressed into a few years: costs plummet, capabilities skyrocket, and adoption leaps from novelty to necessity. That’s where AI stands today. In this episode, we go deep into the evolution of reasoning models—how chatbots are transforming into agents that plan, code, and act across real workflows. Then, we explore the next frontier: physical AI, humanoid robots designed to operate in human spaces, where the “final mile” of automation requires hands, balance, and judgment.
We break down the full AI stack so you can invest with intent:
- Digital AI: From semiconductors and data centers to secure data infrastructure, code generation, and multimodal systems connecting perception to action.
- Physical AI: Humanoid ecosystems, including integrators, brains, and bodies. We explain why actuators, harmonic drives, tactile sensors, and manufacturing clusters are today’s critical picks-and-shovels plays.
- Investment insights: U.S. leadership in intelligence and commercialization vs. Asia’s manufacturing depth, hype vs. investable opportunities, and a practical portfolio approach balancing concentrated and globally distributed AI exposure.
#AI #ArtificialIntelligence #HumanoidRobots #MachineLearning #AgenticAI
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join me as I sit down with Greg Jensen, Founder of OptionsAnimal, and Eric Hale, Founder of Trader Oasis, to break down the foundations of smart options trading. After our last deep dive into the collar strategy, we’re going back to basics to answer the biggest questions every trader faces.
Greg and Eric explain when it’s appropriate to buy long options, why naked calls are among the riskiest trades you can make, and how to think through strategies like short puts vs. covered calls. They also reveal why zero DTE options are attracting retail traders, the hidden dangers behind them, and the adjustments that separate professional traders from gamblers.
In this webinar:
- When to buy long calls or puts — and why conviction matters
- Why selling options often beats buying them
- Naked calls: unlimited risk and real-world horror stories
- Covered calls vs. short puts — which strategy really makes sense
- The truth about zero DTE options: opportunities vs. catastrophic risks
Lead-Lag Live Webinars give you exclusive access to deep-dive conversations with industry experts, portfolio managers, and strategists. Subscribe now to gain the insights you need to make smarter, more informed investment decisions.
OptionsTrading #ZeroDTE #CoveredCalls #LeadLagLive #OptionsAnimal
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors.
From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks.
In this episode:
– Why owning the S&P 500 alone exposes investors to hidden
– The lessons from the 1970s inflation era and what they mean
– How risk parity differs from traditional 60/40
– The biggest misconceptions investors have about risk
– Practical first steps investors can take to diversify
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #Diversification #RiskParity #Investing #Inflation #StockMarket
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
A record high without the roar—gold has climbed to new territory while the crowd looks elsewhere. We sit down with GraniteShares founder and CEO Will Rind to unpack why this is the most interesting precious metals cycle in years: a quiet surge powered by falling real yields, relentless debt growth, and a decade‑long shift by central banks toward gold as the de facto alternative to the dollar. Will brings rare perspective from building gold ETFs in the UK, stewarding GLD, and launching BAR, a physically backed gold ETF designed to cut costs and increase transparency.
We dig into the mechanics that matter to serious allocators: why BAR’s 0.17% expense ratio compounds an edge over time, how allocated bars and third‑party audits reduce custody risk, and where gold fits on the efficient frontier as a true diversifier with near‑zero equity correlation. Along the way, we pressure‑test common narratives. Bitcoin gets the headlines, yet gold and BTC have moved in step from key points while official reserves tell a different story. We explore how to read the gold price as a mirror of fiat dilution, not just momentum, and why this rally can coexist with rising policy rates when the bigger forces—deficits and credibility—dominate.
The conversation widens to the rest of the complex. Platinum’s breakout, a persistent supply deficit, and a growing role in hydrogen technologies add torque to a metals allocation that often plays catch‑up as gold leads. For investors hunting income without abandoning diversification, we walk through GraniteShares’ options‑based Yield Boost ETFs—weekly distributions generated by defined‑risk put spreads rather than uncovered calls—to complement core holdings like BAR or a platinum sleeve. If your portfolio still leans entirely on stocks and bonds, this is your cue to reconsider what real ballast looks like when passive flows and public debt keep climbing.
Enjoy the episode, share it with a colleague who still thinks gold is only for crises, and subscribe for more candid, research‑driven market conversations. If it helped you think differently about allocation, leave a quick review—it makes a big difference.
LeadLagLive #Gold #Bitcoin #Investing #fiat #StockMarket
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Rate cuts change the math on income, but your cash flow doesn’t have to shrink. We invited Will Rind of GraniteShares to unpack a practical way to keep payouts steady as short-term yields slide: a diversified basket of pass-through securities inside the HIPS ETF that aims for an all-weather stream of monthly income. We dig into how REITs, MLPs, BDCs, and fixed income–oriented closed-end funds each respond to different growth and inflation regimes, and why blending them can smooth the ride when markets lurch.
We walk through the index rules that power HIPS—screening for the highest yields and the lowest volatility within each sector, then equal-weighting the results—and why the pass-through structure matters. Because these entities distribute most of their income and avoid corporate tax, more of the cash makes it to investors, and a return of capital component can improve after-tax outcomes. We also get candid about trade-offs: NAV will move with markets, but the fund has paid the same fixed monthly amount for more than a decade, including through the 2020 shock when many dividend strategies cut or suspended payouts.
From portfolio fit to policy risk, we tackle the real questions advisors and investors ask. Should HIPS be core or a satellite? How does it complement the Agg or government bonds without doubling down on duration or credit? What do expense ratios mean when BDCs are involved, and how should you interpret acquired fund fees? We compare liquid, transparent alternative income to private credit’s lockups and opaque marks, then explore pairing HIPS with GraniteShares’ options-based Yield Boost strategies for those seeking weekly distributions and higher-octane cash flow—recognizing the higher volatility that comes with it.
If you’re planning for consistent cash in a falling-rate world, this conversation offers a clear framework, a battle-tested track record, and practical ways to assemble an income sleeve that pays. Subscribe, share this episode with a friend who manages income portfolios, and leave a quick review to tell us what topic you want us to tackle next.
LeadLagLive #HIPS #AlternativeYield #Investing #Income #StockMarket
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets.
From Nvidia’s record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today’s AI boom echoes past capital cycles—and why investors may be missing the real risk.
In this episode:
– Why mega-cap tech is shifting from asset-light to asset-heavy
– The historic link between rapid asset growth and underperformance
– Why concentration in the “Magnificent Seven” is an overlooked AI risk
– Lessons from the dot-com and railroad booms that apply to AI today
– How to position across the full AI adoption cycle
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #KaiWu #AI #TechStocks #Nvidia #Investing #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle.
From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and where the next opportunities lie as markets adjust.
In this episode:
– Why the Fed’s reliance on lagging shelter data distorts inflation
– How the monetary base drives every economic
– Why small caps and financials stand to outperform in a lower-rate
– The case for preferred, high-yield bonds, and MLPs as overlooked
– How AI-driven energy demand is creating a hidden natural gas
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #JayHatfield #Fed #InterestRates #SmallCaps #Preferreds #MLPs #AI
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down:
How collars act as a dynamic “insurance policy” for your portfolio
Why risk management matters more than stock picking
Real trade examples with Apple & Nvidia
How to think about diversification beyond “more tickers”
Perfect for investors who want smarter strategies, real-world adjustments, and consistent returns without blowing up accounts.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI.
In this expert-led discussion, Derek explains how AGIX combines public equities with late-stage private companies, the proprietary AI scoring system that drives stock selection, and why model companies are the epicenter of the AI value chain. We also cover AGIX’s performance to date, its dynamic quarterly rebalancing, and how it navigates valuation concerns in a fast-moving market.
In this webinar:
- How AGIX gives investors rare access to private AI leaders like Anthropic and xAI
- Why foundational model companies could capture the lion’s share of AI value
- How the AI Score framework identifies true innovators vs. “AI pretenders”
- Why enterprise AI could outgrow consumer AI in scale and profitability
- How hybrid ETFs unlock private market access with daily liquidity
Lead-Lag Live Webinars give you exclusive access to deep-dive conversations with industry experts, portfolio managers, and strategists. Subscribe now to gain the insights you need to make smarter, more informed investment decisions.
AIinvesting #AGIX #AIETF #privateAI #LeadLagLive
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios.
As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversight in wealth protection today.
In this episode:
– Why Wall Street’s revenue model discourages gold ownership
– How Thor Metals Group is breaking industry gimmicks and markups
– Why crypto is not the “new gold” despite the marketing
– The generational wealth gap shaping who owns gold
– How to think about gold as real diversification, not a fear trade
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #BrandonThor #Gold #PreciousMetals #Diversification #GoldStocks
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now.
From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can navigate a slowing economy without overreacting.
In this webinar:
– Why BLS jobs data is unreliable in a real-time economy
– How bond markets are signaling deeper Fed cuts ahead
– The case for small caps and REITs into year-end
– Where to find yield with less downside risk
– Why tariffs are a distraction compared to Fed policy tightening
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive#JobsReport #FedCuts #SmallCaps #REITs #BondMarket
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data.
With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and portfolio allocation as volatility looms into the fall.
In this episode:
– How Powell’s “data dependent” tone shapes the Fed’s path
– Why CPI vs PPI is creating mixed signals for inflation
– The growth vs value dilemma in equity positioning
– Credit and consumer data showing cracks beneath the surface
– Why bonds offer a rare generational opportunity today
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #Fed #Inflation #Rates #Markets #Bonds
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets.
From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places.
In this episode:
– Why headline EM returns can mask strong tech-led performance
– How stripping out banks/energy/SOEs changes the EM picture
– What a weaker dollar means for global rebalancing out of U.S. equities
– Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre
– How to think about EM “growth factor” exposure alongside broader EM allocations
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollar
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a strategy designed to generate high weekly distributions by selling options on volatile assets like Tesla, Bitcoin, and Coinbase.
We break down how these funds work, the real risks behind the high yields, and why demand for weekly-paying income ETFs is surging in today’s market.
In this episode:
- How Yield Boost ETFs generate double, and triple-digit yields
- Why buying downside protection makes this different from traditional covered calls
- What NAV erosion is —and how these ETFs mitigate it
- Weekly distributions explained: frequency, payouts, and investor demand
- What’s next in the Yield Boost lineup, and how you can follow the latest launches
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
LeadLagLive #GraniteShares #WillRhind #ETFs #OptionsTrading #WeeklyIncome #YieldBoost #IncomeInvesting #Bitcoin #Tesla #Coinbase
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market momentum.
From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the next correction may be bigger than it looks.
In this episode:
– Why today’s market strength is more fantasy than fact
– The hidden risks built into passive strategies
– The destabilizing role of concentrated index flows
– How Fed stimulus has delayed, not eliminated, downside risk
– Why mid- and small-cap names matter when the narrative shifts
Lead‑Lag Live brings you inside conversations with the financial thinkers who shape markets.
Subscribe for interviews that go deeper than the noise.
LeadLagLive #Markets #Investing #SethCogswell #PassiveInvesting #MarketFragility #RunningOak
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring inspiring stories from Adam Kishleski, a retired Marine and CEO of MLB Outdoors, and Irina Vashchuk, founder of Revived Soldiers Ukraine, this video highlights the incredible resilience of Ukrainian soldiers and the crucial role of U.S. veterans and charities in providing medical aid, rehabilitation, and hope. Discover how individuals and organizations are making a difference in the lives of those affected by war. Watch now to learn how you can help support this vital mission. Together, we can make an impact.
ukraine #ukrainewar #military #charity #usveteransukraine
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today’s ETF landscape.
We dig into how ALPS differentiates itself in a crowded market, the role of innovation in fund design, and where investors should be looking for opportunities as flows shift and volatility stays elevated.
In this episode:
- What sets SS&C ALPS Advisors apart in ETF strategy
- How investors are positioning portfolios in today’s market
- Why fund innovation matters more than ever
- The outlook for active ETFs and thematic strategies
- Where Paul sees opportunities and risks ahead
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
LeadLagLive #Investing #ETFs #PaulBaiocchi #ALPSAdvisors #SS&C #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt.
We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whether equities can hold up in a higher-for-longer environment.
In this episode:
- Why inflation remains a “tough nut to crack”
- The risk of debt spiraling as Treasury costs climb
- How Fed policy is boxed in by fiscal realities
- The outlook for equities and bonds in 2025
- Where investors should look for stability in uncertain times
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
LeadLagLive #Investing #JayHatfield #DebtCrisis #Inflation #Fed #Markets
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren’t nearly as diversified as investors think — and how risk parity aims to fix that.
We dig into why the traditional 60/40 portfolio fails, how to truly diversify against growth and inflation shocks, and why today’s market risks make balance more important than ever.
In this episode:
Why “balanced” portfolios are still stock-heavy
How risk parity works — and why it’s really about true diversification
Building portfolios that avoid “lost decades”
Why inflation risk has returned after decades of stability
How today’s concentration in U.S. mega caps could backfire
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
LeadLagLive #Investing #PortfolioStrategy #RiskParity #StockMarket #AlexShahidi #AssetAllocation
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today’s market realities.
We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are missing — from old economy AI plays to the future of space.
In this episode:
- Why bonds aren’t a reliable hedge anymore
- How the HEAT formula works — hedges, edges, asymmetry, themes
- Using leveraged and inverse ETFs strategically
- Thematic investing in AI, crypto, and space
- How AI is leveling the playing field for retail investors
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
LeadLagLive #ETFs #Investing #HEATFormula #AI #StockMarket #MatthewTuttle #PortfolioStrategy #ThematicInvesting
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen during the tech bubble – historical patterns show future returns likely to be flat over the next five years.
Brad Barry and Matt O'Brien from Dynamic Wealth Group challenge the conventional wisdom of diversification, revealing how those pretty colored slices on your pie chart might all move in lockstep when markets face real stress. Remember 2022? Both stocks and bonds plummeted together, exposing the fundamental flaw in traditional 60/40 portfolios.
True diversification isn't just about owning different labels – it's about understanding what drives returns. When economic growth falters, assets that seemed uncorrelated suddenly converge. Meanwhile, one single stock now comprises nearly 8% of the S&P 500, creating hidden concentration risk few investors recognize.
Global macro strategies offer a compelling alternative, historically performing well during precisely the market conditions we're facing today. By identifying supply and demand imbalances across currencies, commodities, and fixed income markets, these approaches can deliver returns through fundamentally different mechanisms than traditional investments.
The Dynamic Alpha Macro Fund combines global macro with US equities, creating smoother return profiles that don't rely solely on economic growth. As Brad aptly puts it, "Hope is not a plan" – hoping traditional diversification will protect you during the next market crisis isn't sound portfolio management.
Ready to rethink your approach to asset allocation? Download their enlightening white paper at rethinkassetallocation.com or visit dynamicwg.com to learn how multiple return drivers can help prepare your portfolio for whatever economic conditions lie ahead.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations.
The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE ratio of 38 times earnings—three standard deviations above historical averages. While this doesn't predict an imminent crash, it strongly suggests lower-than-average returns over the next decade. Meanwhile, international markets offer better growth prospects at more attractive valuations.
Wool challenges the oversimplified narrative that international stocks have performed well this year solely because of dollar weakness. He highlights how emerging markets contain significant technology exposure, with many companies either competing with or supplying critical components to U.S. tech giants driving the AI revolution. This mirrors patterns from the dot-com era, when companies supplying internet infrastructure in emerging markets ultimately outperformed many headline-grabbing U.S. names.
For investors concerned about selecting winners in unfamiliar markets, Raliant's "quantamental" approach offers a solution. Their systematic strategies analyze billions of data points to identify companies with strong fundamentals flying under the radar. They incorporate market-specific factors that pure fundamental investors might miss, like foreign institutional investor holdings in South Korea or retail investor behavior in Taiwan.
Recent trade policy developments, including the Japan-U.S. trade agreement, demonstrate how market overreactions to political theater create opportunities for patient investors focused on fundamentals. These dislocations generate alpha for systematic strategies that can identify when stocks have unreasonably discounted good news or failed to properly price in positive developments.
Ready to diversify globally? Consider using the ACWI as your benchmark, with approximately 60% in U.S. stocks and 15% in emerging markets—then adjust based on current valuations and opportunities. With today's pronounced valuation disparities, overweighting international exposure might be the prudent choice for investors seeking both diversification and potential outperformance in the coming years.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals experts as they break down:
• The unique supply-demand dynamics making platinum increasingly valuable
• How platinum compares to gold and silver in a diversified investment portfolio
• Industrial applications driving long-term platinum demand
• Strategic approaches to platinum investment: ETFs, physical holdings, and mining stocks
• Risk management techniques when investing in precious metals
• Expert price projections and market analysis for 2025-2030
Whether you’re a seasoned investor looking to diversify or a newcomer exploring precious metals for the first time, this webinar provides actionable insights to help you make informed decisions about platinum investments.
Don’t miss this opportunity to get ahead of the market—watch now and discover if platinum deserves a place in your investment strategy.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify out of concentrated stock positions without triggering massive tax bills.
We dig into the upcoming launch of the LCOR ETF, built around the innovative 351 exchange structure, and how it can help investors turn overexposed gains into a diversified, actively managed portfolio.
In this episode:
- Why “yesterday’s winners” rarely lead the next decade
- How the 351 exchange works — and who can benefitThe tax advantage that only comes once: October 1 launch date
- Why diversification matters, even for the biggest tech winners
- How LCOR aims to beat the S&P 500 with a large-cap core strategy
Lead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares.
This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), including OpenAI rivals that may never hit public markets.
We dive into:
- Why KraneShares is betting on AGI as the next major tech supercycle
- What sets X.AI and Anthropic apart from other AI players
- How KraneShares built a structure to hold private equity inside a 40 Act ETF
- What the AI Score reveals about the next winners in public markets
- Why the next AI boom might happen in applications — not just chips
Subscribe for sharp, high-conviction takes with the people building the future of finance.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market.
We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise.
In this episode:
- Why today’s stock multiples don’t add up
- The long-term impact of U.S. tariffs and trade deals
- How SRM helps clients navigate macro uncertainty
- What younger generations can learn about risk
- How to protect and grow wealth across generations
Lead-Lag Live brings you straight into conversations with top financial minds shaping markets in real time.
Subscribe for more interviews, insights, and raw takes that go deeper than headlines.
LeadLagLive #WealthStrategy #MarketValuations #FinancialAdvisors #PrivateWealth #Tariffs #Investing
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing truth from financial noise in this compelling conversation about wealth creation, market efficiency, and reclaiming the American Dream.
Mattson cuts through the clutter of internet investment gurus with refreshing candor: "What investing takes—and getting in shape takes—is work. A crap ton of hard, serious work." In an age where financial advice is abundant but results are scarce, his focus on evidence-based investing principles offers a stark contrast to the get-rich-quick schemes flooding social media.
The discussion explores a counterintuitive approach to wealth building that prioritizes creating value for others first. "If you want to create the American Dream for yourself, help other people create their American Dream and then you won't have to worry about yours," Mattson explains. This perspective shifts the focus from entitlement to contribution and provides a framework for sustainable prosperity.
Mattson dives deep into portfolio construction, making a compelling case for broad diversification across asset classes, geographies, and company sizes based on academic principles like Efficient Market Theory and Modern Portfolio Theory. He methodically dismantles arguments for concentrated investing, warning that "there's no better way to go bankrupt fast than to dump your money in three or four or five stocks." Instead, he advocates for a disciplined approach that removes emotion from the investment process through systematic rebalancing.
The conversation tackles controversial topics like cryptocurrency (which Mattson calls "one of the most toxic investments"), political biases in investing decisions, and the challenges of building a company culture with urgency and purpose. Throughout, Mattson's experience as both an investment manager and entrepreneur shines through, offering practical wisdom for anyone looking to build wealth ethically and systematically.
Whether you're just starting your investment journey or managing substantial assets, this discussion provides a roadmap for navigating financial markets with intelligence rather than emotion. As Mattson reminds us, "No one can tell you where the next 20% is going to be, but what we do know historically is the next 100% has always been up."
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering taxable events – essentially functioning as a "1031 exchange for stocks."
Matt Faber breaks down how this century-old tax code provision is finally hitting its stride at the perfect moment. With U.S. markets delivering 10-20x returns over the past 15 years, many investors find themselves trapped by potential tax consequences, unable to diversify away from concentrated positions that have grown to dominate their portfolios. The 351 exchange offers a compelling solution by allowing them to contribute these appreciated assets to seed a new ETF, receiving diversified exposure in return while deferring capital gains taxes.
Cambria has already completed two successful exchanges with growing participation, expecting their next fund to reach $300-500 million in assets. While the process requires coordination across financial advisors and custodians, the benefits are substantial – particularly for high-net-worth individuals, founders with concentrated stock positions, and investors needing strategic rebalancing after years of U.S. outperformance.
Beyond this tax innovation, Faber shares insights on dramatic market trends emerging in 2023. International value stocks have delivered returns of 30-35%, with some markets like Poland up approximately 60%, even as U.S. valuations approach record highs. The conversation also explores the potential recovery in cannabis stocks after eight brutal years of declines, positioning them as a contrarian opportunity with significant upside potential if regulatory progress materializes.
Whether you're seeking tax-efficient portfolio solutions, exploring international diversification, or hunting for asymmetric investment opportunities, this conversation offers valuable perspectives from one of the industry's most innovative thinkers. Subscribe to hear more insights on navigating today's complex investment landscape.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numbers reveals a fundamentally different picture than what dominates headlines.
Examining Congressional Budget Office projections shows they completely omit approximately $300 billion in annual tariff revenue. When properly accounted for, next year's projected deficit falls to roughly $1.4 trillion or 4.5% of GDP—a level that becomes sustainable when compared to our nominal economic growth rate. The relationship between debt sustainability, economic growth, and monetary policy creates a more nuanced story than the oversimplified crisis narratives that dominate public discourse.
The Federal Reserve's current policy has resulted in an extraordinary 9% annual contraction of the money supply, a condition not seen since the Great Depression. This monetary tightening creates deflationary pressures that will eventually force rate cuts—likely beginning in September. Understanding these dynamics provides crucial context for investment decisions across asset classes.
For equity markets, our analysis maintains a year-end S&P target of 6,600 despite near-term challenges. The market appears fully valued with earnings expectations running high, particularly for technology companies, creating potential volatility through August and September. Small-cap stocks, despite recent underperformance, stand to benefit significantly from upcoming Fed rate cuts, particularly those with strong balance sheets and meaningful dividends.
The most profound insights often come from following the money supply data that mainstream financial media consistently overlooks. Whether you're positioning for potential market turbulence or seeking income through high-yield bonds yielding around 8%, having a clear-eyed view of these economic fundamentals provides an edge in navigating what promises to be an eventful conclusion to 2024.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with a deliciously simple analogy: building an investment portfolio is like baking the perfect cookie.
Most investors focus on finding either the best ingredients (top-rated investments) or creating the perfect recipe (advanced allocation models), but rarely excel at both. The result? Portfolios that appear diversified on colorful pie charts but actually contain just "two colors" – stocks and bonds – that move in unison when markets face stress.
Berry introduces a multi-dimensional approach to asset allocation that goes beyond traditional diversification. Just as a cookie needs non-sweet ingredients like salt and flour to succeed, portfolios require truly non-correlated assets that work according to different economic drivers. The Dynamic Alpha Macro Fund, 2023's top-performing macro trading fund in its category, uniquely combines fundamental global macro futures strategies with long-only equity exposure to target smoother returns without compromising long-term performance potential.
Through compelling examples like how weather patterns in the Ivory Coast affect cocoa prices independently of stock market movements, Barrie demonstrates "non-correlation with causation" – investments with logical, understandable drivers completely disconnected from traditional market forces. This approach proves especially valuable in today's high-valuation environment, where historical data suggests muted future equity returns.
Whether you're currently using alternatives and seeking better diversification or looking to add non-correlation for the first time, this presentation offers a fresh perspective on building more resilient portfolios. Remember: if everything in your portfolio rises together, it will fall together too. Are you truly diversified?
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversification offers protection against our behavioral biases.
When we zoom in too closely on market movements, every fluctuation appears significant, triggering emotional responses that frequently sabotage our long-term success. The natural instincts that serve us well in everyday life often lead to counterproductive investment behaviors—buying high and selling low in response to fear and greed. A risk parity framework offers an antidote to these tendencies by emphasizing balanced exposure across assets that respond differently to various economic conditions.
True diversification extends far beyond traditional 60/40 portfolios, which typically show 98% correlation with equity markets. Instead, it requires thoughtful allocation across stocks, bonds, commodities, and inflation-protected securities, weighted according to their volatility characteristics. Historical data supports this approach: equities have experienced "lost decades" in two of the past five decades, while alternative assets like gold have delivered comparable long-term returns but performed best during equity's worst periods. This complementary performance pattern demonstrates why diversification across uncorrelated assets provides the only "free lunch" in investing.
Today's environment of heightened uncertainty and inflation volatility makes diversified approaches more valuable than ever. While many portfolios have become increasingly concentrated in U.S. equities after years of outperformance, the coming decade may reward those who embrace a more balanced approach to navigating the unknowable future. Remember: investing isn't about predicting tomorrow perfectly—it's about building resilient portfolios that can thrive across diverse economic scenarios.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Alternative investments are no longer just for institutional players and ultra-wealthy individuals. As Henry Yoshida reveals in this eye-opening conversation, everyday investors are increasingly allocating portions of their retirement accounts toward private investments outside the traditional stock and bond markets.
Yoshida, a 23-year CFP veteran who built and sold both a financial advisory firm and a robo-advisor before founding Rocket Dollar, has created a platform that now manages $12 billion in alternative assets within tax-advantaged accounts. His company provides the infrastructure for investors to use their IRAs and 401(k)s to invest in private equity, real estate, cryptocurrency, and even unusual assets like cattle and racehorses.
What makes this approach particularly interesting is the psychological benefit that comes with these investments. Unlike public markets where constant price fluctuations can trigger emotional selling, alternatives typically lack minute-by-minute valuations. This reduced transparency often helps investors maintain long-term positions without succumbing to short-term market noise – something Yoshida's customers have repeatedly confirmed.
The platform primarily serves "mass affluent" retail investors with $250,000-$5 million in investable assets, who typically allocate 10-20% of their retirement funds to alternatives after experiencing significant gains in public markets. Rather than sourcing investments directly, Rocket Dollar solves the "demand side" by giving investors access to their retirement funds for private investments they've identified elsewhere.
This democratization of alternative investments comes at a crucial time. As Yoshida points out, the traditional pathway for companies growing from small caps into large ones has fundamentally changed. Companies like OpenAI and SpaceX enter public markets at already massive valuations, meaning retail investors miss the substantial growth phase that historically occurred in public markets. Through alternative investments, individuals have potential access to these opportunities earlier in their lifecycle.
Whether you're considering diversifying your retirement portfolio or simply curious about the expanding world of investment options, this conversation offers valuable insights into how the investment landscape is evolving beyond traditional asset classes.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The global investment landscape is shifting as international markets gain momentum despite lingering trade tensions. After years of US stock dominance creating stretched valuations, investors are increasingly looking abroad for more reasonably priced opportunities with similar growth potential.
Phil Wool, Chief Research Officer at Rayliant, makes a compelling case for emerging markets as fertile ground for active management strategies. Markets like Taiwan, South Korea, and China feature 80-90% retail trading volume, creating inefficiencies that systematic approaches can exploit by targeting strong fundamentals and positive sentiment.
One of the most overlooked aspects of emerging markets is their substantial technology exposure. South Korea's market comprises roughly 50% tech stocks yet trades at just 10x forward earnings—compared to the S&P 500's 23x. Taiwan's market is approximately 75% tech-focused but remains more affordable than US indices. These markets offer exposure to companies building critical components for data centers and AI infrastructure that often don't receive the same attention as the Magnificent Seven.
Japan represents another intriguing opportunity with its broad market featuring limited analyst coverage beyond top companies. After decades of deflation and stagnation, Japan is experiencing an economic inflection point with normalizing monetary policy and significant corporate governance reforms unlocking previously trapped value.
For investors concerned about international risk, Wool notes that much potential downside is already priced into these markets, unlike US equities where the recent recovery suggests investors may be underestimating lingering uncertainties. While emerging markets carry additional geopolitical and governance risks, these create opportunities for disciplined active managers who can identify well-governed companies.
The evolution toward sophisticated multi-factor frameworks has transformed international investing. Rather than relying on traditional value or growth tilts alone, advanced systematic strategies now incorporate diverse signals including market-specific factors accounting for local regulations and institutions—particularly valuable when navigating diverse global markets with varying characteristics.
Ready to explore international opportunities? Visit rayliant.com to learn more about their quantamental ETFs designed to capture behavioral alpha across global markets.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The market climbs relentlessly higher while uncertainty looms on every horizon. Is this sustainable? Seth Cogswell of Running Oak draws compelling parallels between today's investment landscape and the bubble of 2000, where a handful of companies drove index returns while numerous others languished in the shadows.
We're living through what historians might call a "Fourth Turning" – a once-in-80-years societal transformation that coincides with major shifts in government, economy, and technology. Add to this the troubling possibility that social media and AI might actually be making us collectively less intelligent, and you have a recipe for market inefficiency that thoughtful investors can exploit.
Cogswell reveals why mid-cap companies occupy a unique sweet spot in this environment – established enough to provide stability but small enough to deliver meaningful growth when they innovate. This segment has been largely overlooked as capital floods into the largest names, creating valuation imbalances that spell opportunity for disciplined investors.
The Running Oak approach focuses on three timeless principles: maximizing earnings growth, maintaining strict valuation discipline, and mitigating downside risk. This rules-based strategy ensures consistency regardless of market conditions, making it an anchor holding for uncertain times.
Perhaps most compelling is Cogswell's insight about "investing where others aren't." When everyone piles into the same popular stocks, prices rise and future returns diminish. Conversely, areas of the market receiving less attention often offer better valuations, higher upside potential, and lower downside risk – exactly the asymmetric opportunity sophisticated investors seek.
As passive flows continue to concentrate in fewer names, the opportunity for disciplined, thoughtful investment approaches grows. Follow Seth Cogswell on LinkedIn and Twitter @SethCogswell or visit RunningOak.com to learn more about navigating these extraordinary market conditions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What happens when the investment playbook that worked for the past decade suddenly stops working? In this eye-opening discussion with Paul Baiocchi, Chief ETF Strategist at SS&C Alps Advisors, we explore the compelling case for looking beyond the S&P 500 and its dominant mega-cap tech stocks.
The conversation centers on one of the most overlooked megatrends reshaping our economy: electrification. As Paul explains, this isn't just about utilities—it's a convergence of AI data centers, EV adoption, and home electrification driving unprecedented electricity demand growth after two decades of flat consumption. This transformation creates investment opportunities across multiple sectors, from midstream energy companies transporting natural gas to industrial firms building the expanded grid infrastructure.
We also examine why international markets are showing signs of life after 16 years of U.S. dominance. With developed markets outside the U.S. trading at a 30% valuation discount, experiencing stronger earnings growth, and benefiting from a weakening dollar, the stage may be set for a multi-year period of outperformance. Similarly, small caps and REITs represent potential mean reversion opportunities, with both segments trading at historically deep discounts despite improving fundamentals.
The key takeaway? Investment cycles eventually turn, and positioning your portfolio for what's next rather than what's worked in the past requires looking beyond the obvious. Whether through thematic approaches capturing structural economic shifts, international allocations benefiting from valuation gaps, or quality-focused small cap strategies, diversification may be coming back into favor.
Ready to explore investment opportunities beyond the concentrated mega-cap tech trade? This conversation provides a roadmap for navigating the next market cycle rather than the last one.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The quest for true portfolio diversification often feels impossible in today's market environment. When volatility strikes, traditional "alternatives" tend to move in lockstep with equities, undermining their diversification benefits. But what if there existed an asset class with genuine structural independence from equity markets?
Enter the carbon credit market – perhaps the ultimate alternative investment. With a remarkably low 0.3 correlation to US equities, carbon markets offer double the potential returns of the S&P 500 while operating on completely different cycles. Unlike most investments vulnerable to economic downturns, carbon markets feature government-mandated demand, steadily decreasing supply, and in California's case, a floor price that increases by inflation plus 5% annually – approximately 8% in today's environment.
This trillion-dollar market remains largely unknown to mainstream investors despite covering 25% of the global economy. Companies across Europe, California, the UK, and other regions must purchase carbon permits corresponding to their emissions by law. As governments tighten these markets to meet climate goals through 2050, the structural pressure on prices creates a compelling investment case completely disconnected from traditional market dynamics.
Luke Oliver of KraneShares explains how carbon investments like KRBN (global carbon), KCCA (California carbon), and KEUA (European carbon) can transform portfolio construction. Typically allocated at 2-4% of portfolios (though some institutions go up to 8%), carbon exposure provides diversification previously available only to endowments and family offices. For investors searching for alternatives that actually behave differently from stocks during market stress, carbon credits offer a unique opportunity backed by regulatory frameworks rather than sentiment.
Ready to diversify beyond the traditional 60/40 portfolio? Explore how carbon markets might be the missing piece in your investment strategy – offering genuine diversification with substantial return potential in a world where true alternatives have become increasingly scarce.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Phillip Toews, founder of Toews Asset Management, delivers a master class in portfolio construction that challenges everything you thought you knew about investing. Drawing from historical market catastrophes often ignored by conventional wisdom, Toews reveals how a traditional 60/40 portfolio would have been devastated during the Great Depression – losing up to 72% of its value and remaining down over 60% after thirteen years.
This eye-opening conversation explores the concept of "adaptive fixed income" as Toews walks us through the little-discussed bond bear market from 1945 to 1981 that eroded investor wealth by 21% in real terms. With high sovereign debt levels globally and unprecedented monetary policy responses, Toews suggests we may be vulnerable to currency debasement rather than traditional market dynamics.
The heart of Toews' philosophy lies in his revolutionary approach to behavioral finance. Rather than starting with conventional portfolios and coaching investors through volatility, he advocates designing "all-weather" portfolios from the ground up that address both economic and psychological needs. His hedged equity approach aims to capture most market upside while dramatically limiting participation in downturns, potentially allowing investors to maintain positions during crashes and capitalize on eventual recoveries.
Toews introduces the concept of "corona bias" – just as society was unprepared for a pandemic despite historical precedent, investors ignore financial catastrophes outside their professional lifetimes. This collective amnesia leaves portfolios vulnerable to recurrences of historical calamities.
Whether you're an investment professional seeking to differentiate your practice or an individual investor concerned about today's complex market environment, this conversation provides a roadmap for building portfolios designed to withstand various economic scenarios while managing the crucial behavioral aspects of investing. Discover why Toews' recently published book "The Behavioral Portfolio" is changing how advisors approach client relationships and portfolio construction.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Warren Buffett himself called our economy "asset light" – and for good reason. Today's most valuable companies derive their worth not from factories or equipment, but from intellectual property, brand equity, human capital, and network effects. Yet traditional value investing metrics, developed in the industrial era of railroads and utilities, completely miss these crucial drivers of modern business value.
Kai Wu, founder and CIO of Sparkline Capital, takes us on a fascinating journey through the evolution of value investing and explains why it's due for a radical update. With 50-80% of US company balance sheet value now coming from intangible assets, investors relying solely on price-to-book ratios find themselves increasingly unable to identify true value in today's markets.
The problem extends beyond mere definition. Our accounting standards systematically distort company valuations by expensing rather than capitalizing R&D and other intangible investments. This creates the paradoxical situation where companies investing heavily in their future appear less profitable in the present – a disconnect that creates tremendous opportunity for investors willing to look deeper.
Sparkline's innovative approach leverages artificial intelligence and big data to analyze unstructured information sources, from patent filings to social media, quantifying what traditional financial statements miss. This methodology bridges the growing divide between growth and value investors, applying timeless valuation principles to the digital economy.
Wu shares a compelling case study of NVIDIA, which Sparkline owned when it traded at a seemingly astronomical P/E ratio of 100. After adjusting for NVIDIA's extraordinary intellectual property and innovative culture, their models showed the stock was actually undervalued – a perspective completely missed by traditional metrics.
For investors looking to apply these insights, Sparkline offers two ETFs: ITAN for US markets and DTAN for international developed markets. Both funds seek companies rich in intangible assets but trading at reasonable valuations – essentially value investing adapted for the digital age.
Want to dive deeper into Kai's research? Visit sparklinecapital.com to explore his published papers and learn more about investing in the intangible economy.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The global investment landscape is shifting beneath our feet, yet most investors remain fixated on US markets. Rohit Goel, Partner and Head of Global Macro at Breakout Capital, reveals why this myopia could prove costly in the years ahead.
Rohit drives home an alarming point: US fiscal deficits running at 6.5-7% of GDP during economic expansion represent an understated risk that markets have largely ignored. "If it is any other country on this planet, you would see a reaction, whether in bond yields or currency," he explains. This fiscal vulnerability could eventually force global investors to demand higher risk premiums on US assets, catalyzing capital flows toward international alternatives.
Where might this capital flow? Rohit points to markets starved of investment for fifteen years – Europe, Japan, and particularly emerging markets. Latin America stands at an inflection point with elections potentially delivering reform-minded leadership across major economies. Poland's investment-focused policies create another bright spot, while frontier markets from Nigeria to Sri Lanka implement meaningful reforms after pandemic-era financing constraints forced hard choices.
Perhaps most valuable is Rohit's framework for emerging market investing: "In emerging markets, 65% of returns are attributable to country selection." Unlike developed markets where sector selection drives performance, getting the country right is paramount in emerging spaces. And while liquidity remains challenging, patient investors with two-to-five-year horizons stand to benefit as capital eventually follows performance.
Rohit also dispels a common misconception about dollar cycles. The currency's likely depreciation over the next several years represents a normal economic cycle unrelated to reserve currency status. Since 1975, the dollar has experienced multiple significant bear markets without losing its position in the global financial architecture.
For investors willing to look beyond US borders, the coming years may offer extraordinary opportunities in markets long overlooked by global capital. The question is whether you'll position yourself ahead of this potential sea change or chase it after it's already underway.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Remember when trading meant calling your broker and waiting an hour just to find out if your order was filled? That world is gone.
JJ Kinahan, CEO of IG North America (parent company of Tasty Trade), shares how the playing field has fundamentally changed for retail traders. With 21 years of experience trading on the Chicago Board Options Exchange and leadership roles at major brokerages, JJ offers rare insight into this transformation.
Today's retail traders wield professional-grade tools, instant executions, and information flows that rival institutional capabilities. The most dramatic shift? Options trading is no longer exclusive to professionals. As JJ explains, "Options are giant probabilities" that can be used strategically when traders understand the risks involved.
The conversation explores a fascinating retail trading psychology: during market uncertainty (like the recent "tariff tantrum"), traders initially flock to broad ETFs like SPDR and QQQ, gradually returning to individual stocks as confidence rebuilds—starting predictably with Microsoft and Meta. This behavioral pattern offers valuable signals about market sentiment that even professionals watch closely.
For new traders, JJ's advice is refreshingly straightforward: start with one contract, know your personal risk tolerance, and understand why you're entering each trade. "The easiest thing in the world is to risk more money. The hardest thing is to risk a lot, lose it, and then get into a bad cycle where you feel you have to make it back."
Looking ahead, the trading landscape continues evolving toward 24/7 access, with Tasty Trade launching 24-5 equity trading by June. This shift reflects growing global interest in US markets and the expectation that investors should be able to react to news in real-time, regardless of time zone.
Ready to level up your trading knowledge? Explore how defining your risk parameters might be the most important skill you can develop as a trader.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder why everyone seems to chase the same handful of mega-cap tech stocks? Seth Cogswell of Running Oak challenges this herd mentality with a refreshingly contrarian perspective: the real opportunity lies in investing where others aren't.
This candid conversation explores how market complacency has driven investors to overlook compelling opportunities hiding in plain sight. Seth makes a powerful case for mid-cap stocks, which have actually outperformed large-caps by 60 basis points annually over 33 years—delivering 20% more total return—yet remain undervalued while the S&P 500's largest components trade at extreme premiums.
The discussion delves into today's unprecedented corporate debt landscape, where companies have borrowed heavily just to finance buybacks rather than productive investments. As interest rates rise, we may witness a complete reversal of this trend: companies selling equity to pay down debt, creating significant headwinds for overleveraged firms and their shareholders. Meanwhile, "zombie companies" that survived only through cheap refinancing face an existential threat.
Seth shares the philosophy behind Running Oak's RUNN ETF, explaining why quality factors like lower debt and earnings consistency matter more than ever, and why equal-weighting positions offers both protection and opportunity in today's market environment. You'll gain insights into why historical patterns suggest today's market concentration is anomalous rather than the new normal.
Whether you're concerned about portfolio concentration, seeking undervalued opportunities, or simply want a fresh perspective on navigating today's complex markets, this conversation offers practical wisdom that cuts through the noise. Ready to discover where smart money is quietly positioning for the next market phase? Listen now and reconsider what might be missing from your investment approach.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever notice how the biggest market disruptions are rarely the ones everyone sees coming? Brad Barrie challenges conventional wisdom about diversification with his compelling "bus you don't see" analogy, explaining why most investors remain vulnerable despite thinking they're adequately protected.
"Diversification is not more stuff," Brad emphasizes, dismantling the common misconception that simply owning numerous investments creates safety. His multidimensional asset allocation approach transcends traditional thinking by focusing on diversifying return drivers rather than just asset classes. This subtle but crucial distinction makes all the difference when markets experience unexpected shocks.
Through practical examples like the recent tariff volatility, Brad demonstrates how investors often underestimate visible risks while remaining completely blind to others. His counterintuitive wisdom that "diversification means always having to say you're sorry" reveals an uncomfortable truth: if everything in your portfolio performs well simultaneously, you're probably not truly diversified.
Brad explains how his Dynamic Alpha Macro Fund (DYMIX) embodies this philosophy by combining equities with discretionary global macro futures strategies. Unlike trend-following approaches that struggle in choppy markets, DYMIX positions based on fundamental theses that remain valid regardless of broader market conditions. This creates genuine non-correlation not just to stocks and bonds, but to other alternative strategies as well.
The conversation delivers actionable insights for both investors and advisors seeking to build more resilient portfolios. By understanding the specific drivers behind different investments and combining multiple uncorrelated return sources, you can better prepare for the investment "buses" you never see coming. Visit dynamicwg.com to learn more about Brad's multidimensional approach to navigating today's complex market environment.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly, pushing savvy investors toward innovative solutions that combine income potential with strategic diversification.
In this enlightening conversation with Jonathan Shelon, Chief Operating Officer at KraneShares, we dive deep into the explosive growth of covered call strategies and why international markets offer a particularly compelling opportunity. Shelon reveals how KLIP, KraneShares' international covered call ETF focused on Chinese internet stocks, generates monthly income in the impressive 3-5% range – substantially higher than what most U.S.-based covered call products offer.
What makes this strategy especially powerful is its diversification benefit. With a correlation of just 0.4 between U.S. and Chinese markets, these assets move on completely different cycles, creating a portfolio cushion when you need it most. As Shelon explains, "When US markets experience stress or drawdowns, it happens at a completely different time than when China experiences market stress."
We explore the compelling valuation case for Chinese equities, with tech companies trading at PE ratios in the mid-teens while maintaining strong growth. This stands in stark contrast to U.S. markets trading near historic highs both in index levels and valuations. Most investors remain significantly underweight China at just 2-3% exposure, despite KraneShares recommending 5-10% allocation.
Whether you're seeking to enhance your income strategy, reduce portfolio volatility, or strategically position for a potential shift in global market leadership, this conversation offers practical insights you won't want to miss. Ready to transform your approach to income and international diversification?
Visit kraneshares.com to learn more about KLIP and other innovative investment solutions designed for today's challenging market environment.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The financial world stands at a critical juncture as Treasury yields approach 18-year highs and markets wrestle with conflicting economic signals. In this riveting conversation between macro strategists Jim Bianco and Jay Hatfield, hosted by Michael Gayed, we explore the counterintuitive relationship between Fed policy and market reactions that has left many investors scratching their heads.
When the Fed cut rates last September, yields went up. This paradox forms the backdrop for a fascinating debate about whether higher rates might actually be the cure for higher rates. Hatfield advances his "Hopfield Rule"—the observation that housing starts falling below 1.1 million units have preceded 11 of 12 post-WWII recessions—suggesting we may be closer to economic trouble than many realize. Meanwhile, a 20% drop in oil prices this year has created what Hatfield calls "stag-deflation" rather than the stagflation many fear.
The conversation takes a surprising turn when examining market influences. Bianco reveals that retail investors purchased $4.1 billion worth of stocks in just four hours following the Moody's downgrade, effectively stabilizing the market. This "do-it-yourself" investor revolution has fundamentally changed market dynamics, with retail traders wielding unprecedented influence despite focusing on just a handful of popular stocks and ETFs.
Both experts offer nuanced perspectives on tariffs, inflation expectations, and the global bond sell-off. While the immediate outlook suggests continued volatility, they highlight that today's fixed income market structure offers significantly more favorable characteristics than during the initial rate hiking cycle of 2022-2023.
Whether you're concerned about spiking Treasury yields, curious about the impact of retail traders, or trying to position your portfolio for what comes next, this discussion provides crucial insights from two of the sharpest minds in macro investing. Subscribe for more illuminating conversations that help you navigate these complex market conditions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success.
Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary buckets: moat-type businesses with sustainable competitive advantages, secular growth themes identified early, and value opportunities where market prices underestimate business quality. This balanced strategy has consistently generated top-tier returns, with their technology portfolio ranking in Morningstar's top third for 8 of the past 12 years.
What truly distinguishes their approach is patience. With just 7% annual turnover, they allow investments in companies like Microsoft, Apple, Amazon, and NVIDIA to compound over many years. This long-term perspective proves especially valuable when navigating tech's inherent volatility. As portfolio manager Rahul explains, even AI—their largest investment theme since 2016—has experienced two 20% pullbacks in the last 18 months alone.
Recent earnings revealed tech's continued strength, with mega-cap tech growing earnings 28% versus just 9% for the remainder S&P 493. Cloud infrastructure spending is projected to reach $390 billion this year, nearly nine times higher than a decade ago. While tariffs pose the most significant current risk, particularly for semiconductors, the team's diversified approach and deep research capabilities help manage these challenges.
With technology now representing 31% of the S&P 500 and nearly half the Russell 1000 Growth Index, investors increasingly recognize the value of specialist management in this complex sector. Columbia Threadneedle's recently launched Select Technology ETF (SEMI) offers another vehicle to access their expertise alongside their established funds.
Ready to enhance your portfolio with professional technology exposure? Visit Columbia Threadneedle's website to explore their SEMI ETF and discover how their research-driven approach can help navigate technology's opportunities and challenges.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
The specter of stagflation—sluggish economic growth combined with persistent inflation—looms large in today's uncertain economic landscape. While Federal Reserve Chair Powell once claimed to see "no stag and no flation," current indicators suggest otherwise. Economic growth appears to be slowing after an extended expansion, while inflation remains stubbornly above target levels. Adding to these concerns, potential tariffs could exacerbate stagflationary pressures by simultaneously hampering growth and increasing prices.
Amid this challenging environment, conventional investment wisdom falls short. The standard 60/40 portfolio, commonly touted as "balanced," actually maintains a 90% correlation to an all-stock portfolio—hardly providing true diversification when markets face stagflationary headwinds. This reality underscores the value of risk parity strategies, which distribute risk evenly across assets that perform differently under varying economic conditions.
Gold emerges as a particularly compelling asset in this context. Contrary to popular perception, gold has outperformed stocks over the past 25 years and has nearly matched global equities' returns since 1971, trailing by merely half a percent annually. During the stagflationary 1970s, gold appreciated by approximately 30% annually, highlighting its effectiveness as a portfolio stabilizer during precisely the economic conditions many fear today.
The risk parity approach offers a systematic framework for achieving genuine diversification—not by simply holding numerous securities, but by balancing risk exposure across uncorrelated assets. This means owning more of less volatile assets and less of more volatile ones, ensuring no single economic factor dominates portfolio performance. When implemented within an ETF structure like RPAR, this approach gains additional tax efficiencies while automating the psychologically challenging process of regular rebalancing.
Ready to protect your portfolio against stagflation while maintaining long-term growth potential? Explore how risk parity strategies might complement your existing investments and provide smoother returns through uncertain economic conditions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Market veterans know that bull runs and corrections rarely travel in straight lines, and in this riveting conversation with Michael Gayed, we explore the subtle signals suggesting our recent market recovery might be more fragile than it appears. Michael, who accurately predicted the S&P's 20% drop earlier this year, walks us through the conflicting indicators currently puzzling even seasoned analysts.
What particularly stands out is the disconnect between rapidly recovered credit spreads and still-struggling small caps – a warning sign Michael believes shouldn't be ignored. Treasury yields remain stubbornly elevated despite easing tariff concerns, while the Japanese yen's strengthening since January suggests forces beyond trade policy may be driving market volatility. For anyone trying to read these complex market signals, Michael offers a refreshingly candid framework that cuts through the noise.
The conversation takes a fascinating turn when addressing gold's prospects, with Michael clarifying his controversial stance. Having been bullish since October 2023, he now sees gold transitioning from safety asset to momentum play – often a precursor to correction. Through behavioral finance principles like the disposition effect, he explains why gold could face a 10-20% pullback despite its long-term bull case remaining intact. Most provocatively, we explore what Michael calls "manipulation on a scale we've never seen before," where presidential tweets move markets and rhetoric trumps fundamentals. If you're navigating today's bewildering investment landscape, this episode provides the context and perspective to help you distinguish between market noise and meaningful signals. Subscribe now for more cutting-edge market insights that go beyond the headlines!
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
The financial landscape has dramatically shifted, leaving income-focused investors struggling to find reliable yield. Traditional bonds no longer serve as the dependable ballast they once were, forcing advisors and retirees to explore alternative paths to consistent income.
Howard Chan, formerly of PIMCO and Goldman Sachs, shares how his firm Kurv Investments is addressing this challenge through volatility harvesting strategies that transform growth-oriented technology stocks into income-generating powerhouses. This approach solves a fundamental dilemma: no longer must investors choose between growth potential and current income – they can potentially have both.
What makes these strategies particularly valuable today is the breakdown of traditional asset correlations. The negative relationship between stocks and bonds that underpinned the classic 60/40 portfolio has weakened significantly, with both assets sometimes declining simultaneously during market stress. Volatility itself has emerged as an effective portfolio diversifier with a -0.8 correlation to equity markets this year.
Through covered call writing on high-volatility tech names, these strategies can generate substantial yields (7-14% annually) while maintaining some upside participation. The approach follows a four-step framework for navigating market turbulence: mitigating downside during corrections, generating income while awaiting clarity, repositioning for rebounds, and then capturing upside during risk-on periods.
Particularly enlightening is Howard's warning about NAV erosion in high-yield ETFs – when funds promise distributions above what markets can sustainably deliver, they must return principal to maintain their stated yield, creating a slow death spiral for investor capital. This critical concept is often overlooked by yield-hungry retail investors.
For those approaching or in retirement who rely on portfolio income rather than total return, these alternative income streams may provide the consistency and tax efficiency that traditional fixed income currently lacks. As Howard notes, with US debt growing at 7% while GDP grows at just 2-3%, challenging fiscal choices lie ahead – making thoughtful income strategies more essential than ever.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if everything you've been told about money and wealth preservation is fundamentally flawed? In this eye-opening conversation with Lynette Zhang, a financial expert with over 50 years of market experience, we explore why physical gold remains the ultimate safe haven during times of monetary uncertainty.
"If you don't hold it, you don't own it," Zhang states emphatically, challenging conventional financial wisdom. Drawing on her background as a banker and stockbroker who has studied currency life cycles since 1987, she reveals the predictable patterns that signal our current monetary system's final stages. With the US dollar having lost 97% of its purchasing power, Zhang argues we're witnessing the death throes of fiat currency—something central banks worldwide seem to acknowledge as they accumulate gold at historic rates.
The conversation takes a fascinating turn when Zhang calculates gold's true fundamental value at over $40,000 per ounce—far above current market prices. This isn't wishful thinking but based on dividing global debt by all existing gold, revealing just how severely undervalued the metal remains despite recent price increases. Zhang explains how governments suppress gold prices through paper markets because "a rising gold price is an indication of a failing fiat currency."
Perhaps most compelling is Zhang's framework for diversification. While many advisors consider stocks and bonds sufficient diversification, Zhang demonstrates why tangible assets like physical gold and silver are the only true portfolio diversifiers during a currency transition. As she puts it: "During transitions, wealth never disappears, it just shifts location."
Whether you're deeply concerned about monetary policy or simply looking to protect your financial future, this conversation provides actionable insights on positioning yourself for what Zhang believes is an inevitable currency reset. Subscribe and share your thoughts on preparing for financial uncertainty in today's rapidly changing world.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive into the often misunderstood world of Master Limited Partnerships (MLPs) with Jay Hatfield of Infrastructure Capital as he clarifies exactly what makes these unique investment vehicles tick. Far from simply being "pipeline stocks," MLPs represent a sophisticated investment opportunity combining advantageous tax structures with stable cash flows and attractive yields.
Jay breaks down the fundamental economics driving pipeline companies, explaining why they remain remarkably resilient even during periods of energy price volatility. Unlike direct energy producers, these infrastructure businesses operate primarily through long-term contracts and acreage dedications, creating predictable revenue streams regardless of short-term commodity fluctuations. Currently yielding around 7% with 5% annual distribution growth, today's MLPs target double-digit total returns while maintaining conservative financial policies.
The conversation highlights how natural gas infrastructure stands at the intersection of several major global trends. As electricity demand surges from AI development, electric vehicles, and broader electrification, natural gas remains essential for grid stability—something even renewable-heavy regions like Spain and Portugal have learned through experience. Meanwhile, policy shifts under the Trump administration supporting LNG exports create substantial growth runways for companies transporting America's abundant natural gas resources to global markets hungry for cleaner energy alternatives.
Perhaps most compelling for investors is the portfolio diversification MLPs offer, showing only 60-70% correlation to broader markets while providing meaningful income. The industry's evolution over recent years has created stronger, more resilient companies with national operations, investment-grade balance sheets, and sustainable distribution policies. For retirement-focused investors especially, these characteristics make MLPs worth serious consideration as part of a balanced portfolio strategy.
Ready to explore how MLPs might fit into your investment approach? Visit infracapfunds.com to learn more about AMZA and other specialized ETFs designed to capture opportunities in this dynamic sector.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a mere 2.3% of China's GDP. This revealing statistic underscores China's remarkable transformation from an export-driven economy to one powered by domestic consumption and services.
Henry Greene, Investment Strategist at KraneShares, breaks down this economic evolution with remarkable clarity. China's exports to America have plummeted from over 25% of total exports in 2006-2010 to just 14% today, while their manufactured goods exports represent only about 11% of GDP. For investors concerned about Chinese internet companies, the news grows even more intriguing – less than 2% of revenues from KWeb portfolio companies (including Alibaba, PDD, Tencent, and Meituan) originate from American consumers. Only PDD Holdings, with its popular Temu app, faces meaningful exposure at roughly 15% of revenue.
The conversation explores several misconceptions plaguing market narratives. Concerns about Chinese company delistings from U.S. exchanges largely rehash existing policies from the 2020 Holding Foreign Companies Accountable Act, rather than representing new threats. Similarly, trade tensions around Taiwan reflect long-standing political posturing rather than imminent geopolitical shifts. Meanwhile, Chinese internet valuations remain compelling at roughly 17% earnings multiples compared to 30% for U.S. tech counterparts.
Looking forward, multiple growth catalysts remain intact regardless of trade negotiations. Artificial intelligence development continues at pace with companies like Alibaba introducing increasingly efficient models. Consumer confidence has room to recover from pandemic-era lows. Perhaps most promising, cloud computing penetration among Chinese businesses sits at just 50% – substantially below Western rates and echoing the internet adoption curve that powered earlier growth cycles.
Discover how savvy investors are navigating this complex landscape using strategies like balanced onshore/offshore exposure, covered calls, buffer products, and Asian fixed income to capitalize on China's economic resilience while managing volatility. Subscribe to KraneShares.com or ChinaLastNight.com for ongoing market insights that challenge mainstream narratives with data-driven analysis.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Financial literacy forms the bedrock of generational wealth preservation, yet remains strikingly absent from our educational system. This knowledge gap creates the perfect storm for the "shirt sleeves to shirt sleeves in three generations" phenomenon that plagues family fortunes—wealth created in one generation, enjoyed in the second, and squandered by the third.
George Stefanou, with over 15 years of financial advising experience, tackles this pressing issue head-on. Drawing from his book "Two Comma Wealth," he reveals the critical conversations families must have about money and the principles that extend wealth beyond a single generation. The timing couldn't be more crucial, as we stand at the precipice of history's largest wealth transfer from Baby Boomers to their heirs.
Stefanou unpacks the concept of "hitting your number"—that magical retirement figure that supposedly guarantees financial security—and why the traditional 4% withdrawal rule requires nuanced application. He offers a refreshing metaphor of investment "lanes" (from the emergency lane of cash reserves to the sports car lane of growth equities) that helps visualize proper diversification strategies needed to combat inflation while preserving capital.
The challenges of working with high-net-worth individuals receive special attention, particularly how their business success can paradoxically hinder investment discipline. Men and women approach money differently too—men often rushing to action during market volatility while women process information before making decisions, frequently becoming better long-term investors as a result.
Strategic tax and estate planning emerge as critical yet underappreciated aspects of wealth preservation. With potential changes to estate tax exemptions looming, Stefanou illuminates how proper asset location and distribution timing can save heirs significant money while honoring philanthropic intentions without "tipping the IRS" unnecessarily.
What about AI in financial planning? While technology will enhance data analysis and pattern recognition, the human element—behavioral coaching, accountability, and personalized understanding—remains irreplaceable, especially during market turbulence.
Subscribe now to explore how meaningful kitchen-table money conversations can transform financial education from a missing curriculum subject into your family's greatest inheritance.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The market is sending clear warning signals that shouldn't be ignored. Technical analysis expert Vincent Randazzo reveals how deteriorating market breadth—a critical measure of market health—suggests we've entered a bear market that could persist longer than most anticipate.
Drawing on over two decades of experience in technical analysis, Randazzo explains that market breadth essentially represents liquidity: how much money is flowing into how many different companies. A healthy market shows broad participation across companies of all sizes, while an unhealthy one features concentration in fewer names. At February's market peak, only 53% of stocks in the Russell 3000 were trading above their 200-day moving averages despite major indices hitting all-time highs—a classic divergence pattern that has preceded major market tops throughout history.
Small cap underperformance has been particularly telling, with the Russell 2000 effectively experiencing a "lost half-decade" already when accounting for inflation. This divergence between small caps and large caps represents one of the most significant warning signs in current market conditions and could be foreshadowing a potential "lost decade" for equities similar to 2000-2010.
For investors accustomed to the "buy and hold" approach that has dominated the last 15 years, this environment demands a tactical, risk-aware strategy. The value of avoiding major drawdowns while still capturing upside becomes paramount for effective long-term compounding. Diversification needs to extend beyond asset classes to include different strategies with varying signals and time horizons.
Whether you're managing your own investments or working with an advisor, understanding these technical signals could make the difference between protecting your capital and suffering significant losses as this bear market potentially unfolds. Visit viewright.ai to learn more about navigating these challenging market conditions with discipline and systematic risk management.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The investment landscape is changing dramatically, and Seth Cogswell of Running Oak believes most investors aren't prepared. "People have gotten away with investing without thinking for the last decade," he observes, pointing to fundamental shifts that could upend conventional portfolio strategies.
At the heart of this change lies the potential reversal of globalization—a multi-decade trend that has kept corporate profit margins artificially inflated and supported unprecedented valuations in certain market segments. This shift creates both dangers and opportunities that demand a more thoughtful approach to portfolio construction.
The conversation reveals a critical blind spot in how most investors structure their portfolios. Between large-cap dominated passive funds (where often just eight companies represent 60% of holdings) and small/mid-cap allocations sits an overlooked space with compelling characteristics. Mid-caps have outperformed large caps by 60 basis points annually over 33 years while maintaining lower valuations—creating what Seth describes as "the most attractive asymmetry within the US equity market."
Seth makes a compelling case for disciplined investing focused on three core principles: maximizing earnings growth, avoiding companies that should go down (particularly those with unreasonable valuations), and mitigating drawdowns. This rules-based approach removes emotion from the investment process and has proven valuable through various market cycles.
The discussion also explores how companies that have taken on significant debt primarily to repurchase shares may face difficulties if we enter a recession or if interest rates remain elevated. "You go back to the end of bull markets, that's where the most crowded, most popular trades drop 50% in a few months," Seth warns, highlighting why investors should reassess concentration risks in their portfolios.
Whether you're concerned about potential market turbulence or simply looking to optimize your portfolio construction, this conversation offers valuable perspective on finding opportunities in overlooked market segments through disciplined, logical investment approaches that focus on sustainable growth and risk management.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
When market volatility erupts, understanding the mechanics behind price movements becomes crucial. In this illuminating conversation with Jay Hatfield of Infrastructure Capital, we dive deep into the surprising dynamics of the recent market sell-off and subsequent recovery following Trump's tariff announcements.
The discussion begins with what Hatfield calls "the small cap tariff problem" – the counterintuitive underperformance of small cap stocks despite their lower exposure to international tariffs. Rather than fundamental concerns, this divergence stems from technical factors: small caps are high beta assets that naturally experience greater volatility during market disruptions. It's a powerful reminder that market commentary often follows price action rather than leads it, creating what Hatfield describes as "momentum market commentary."
Most provocatively, Hatfield challenges the conventional wisdom around tariffs and inflation. Unlike the stagflationary environment of the 1970s when oil prices rose 1200%, today's economic landscape features falling oil prices (down 20% year-to-date) combined with one-time tariff impacts. "Tariffs are one-time price increases, not inflation," Hatfield emphasizes, arguing that the Federal Reserve fundamentally misunderstands this distinction, keeping rates unnecessarily high based on a flawed framework that ignores money supply dynamics.
Looking forward, Hatfield remains constructive on markets with an S&P target range of 5,000 to 6,000 in the near term and 6,600 by year-end. He sees earnings season as a stabilizing force that will replace fear with factual corporate data. For investors navigating this landscape, his Infrastructure Capital ETFs offer different strategies for varying risk appetites – from value-focused small caps (SCAP) to high-yield fixed income (PFFA and BNDS) and covered call strategies (ICAP).
Ready to look beyond the headlines and understand what's really driving markets? This conversation provides the framework you need to separate market noise from investment opportunity during periods of policy uncertainty.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets.
"It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncertainty, and a significantly constrained policy response toolkit. The potential range of outcomes is wider than at any point in recent memory, with greater risk of extreme scenarios.
Most investors remain dangerously positioned for yesterday's market conditions. While many believe their 60/40 portfolios provide adequate diversification, Shahidi reveals that such allocations are 98% correlated with the stock market because stocks contribute disproportionately to volatility and returns. True diversification requires balancing risk contributions across multiple asset classes – what's known as risk parity.
The conversation challenges conventional wisdom about gold, revealing it has returned approximately 8% annually since 1971, just behind equities' 9%, with near-zero correlation. The 1970s and 2000s were excellent for gold but poor for stocks, while the 1980s and 1990s saw the reverse pattern. This makes gold an exceptionally valuable diversifier that remains underrepresented in most portfolios.
Perhaps most importantly, Shahidi offers a powerful framework for navigating today's uncertainty: "Diversification always trumps conviction." While it's natural to want to predict the future and position accordingly, the odds of consistent success in market timing are slim. A truly diversified portfolio removes much of the emotional pressure from investing decisions, allowing investors to follow a "slow and steady" path that historically delivers superior long-term results.
Ready to rethink your investment approach for the decade ahead? Listen now to discover how true diversification might be your best protection against whatever the markets throw at us next.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Trump's unexpected tariff announcements have sent global markets into a tailspin, yet beneath the chaos lies a fascinating story: Chinese tech stocks have actually outperformed their US counterparts over the past year. Why? The valuation gap is stunning—Chinese tech companies trade at just 14-15x earnings while US tech giants command 25-30x multiples.
The emergence of DeepSeek marked a watershed moment for China's technology sector. This breakthrough AI model demonstrated that China isn't merely participating in the artificial intelligence revolution but potentially positioned to lead it. For investors who've written off China as "uninvestable," this revelation demands a serious reconsideration of global portfolio allocation.
What many investors miss is how Chinese tech companies differ fundamentally from their manufacturing counterparts. These digital businesses primarily serve domestic consumers through online shopping, mobile payments, and gaming—activities largely insulated from direct tariff impacts. This domestic focus provides a buffer against trade tensions while still offering exposure to one of the world's largest consumer markets.
The AI revolution extends far beyond consumer applications like chatbots. The real transformation is happening at the enterprise level, where AI integration into existing systems is creating tremendous efficiency gains across sectors. From logistics optimization to healthcare advancements, AI is reshaping business operations globally. Most impressive is AI's coding capability, which has reached approximately 80% of human performance levels.
For those looking to capitalize on these trends, a diversified approach offers advantages over concentrated bets on the "Magnificent Seven." Consider exploring solutions like KraneShares' AGIX ETF, which provides exposure to 40+ companies across the AI ecosystem, including unique access to private AI unicorns typically reserved for institutional investors. In times of market volatility, this comprehensive strategy may help navigate uncertain waters while maintaining exposure to tomorrow's technology leaders.
Ready to rethink your global tech allocation? Explore how adding exposure to Chinese innovation might enhance your portfolio's long-term growth potential and resilience during market turbulence.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this ep
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Volatility has returned to markets with a vengeance, but is this something to fear or embrace? It depends entirely on your perspective and preparation.
When markets plummet, most investors panic. But what if market downturns actually represent opportunity? For younger investors with decades ahead, buying assets at discounted prices might be the best possible scenario. As Meb Faber points out, "You want to dollar cost average when stocks are at a PE of 10, not a PE of 40."
The conversation delves into the nature of market volatility itself. Historical data reveals that approximately 70-80% of the market's best and worst days occur when prices trade below their 200-day moving average. This volatility clustering means big down days and big up days tend to happen close together - a phenomenon that quantitative approaches can potentially exploit.
Perhaps most illuminating is the discussion around what true diversification actually means. Many investors believe they're diversified simply by owning the S&P 500, failing to recognize they're only exposed to U.S. large-caps. Genuine diversification extends across asset classes, geographies, and strategies - particularly important when correlations tighten during market stress.
The discussion explores effective tail risk management strategies, including tactical allocation approaches and explicit hedging techniques. International markets trading at single-digit PE ratios offer compelling value compared to expensive U.S. indices, potentially signaling a regime shift after years of U.S. dominance.
Whether this market volatility represents the beginning of something larger or merely a temporary correction remains uncertain. What's clear is that having a written investment plan before volatility strikes makes all the difference between reacting emotionally and responding strategically. As markets continue their wild ride, those who prepared for turbulence will navigate with confidence while others scramble for direction.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cambria and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder why markets seem to overreact to news we all saw coming? Cullen Roche challenges conventional wisdom about market efficiency with a refreshing perspective: "The price is always wrong." This fundamental insight transforms how we should approach investing during uncertain times.
When tariffs send markets plunging, investors face the classic struggle between what they intellectually know they should do versus what feels right in the moment. Roche expertly dissects why traditional risk profiling fails most investors—everyone knows the "correct" answers on questionnaires, but real-world market volatility triggers emotional responses that make seemingly irrational decisions feel completely logical. As uncertainty surges during market corrections, even legendary investors can get caught in this psychological trap.
The conversation introduces a powerful framework called "defined duration investing," which quantifies investment time horizons to match appropriate assets with specific financial needs. The stock market, fundamentally a 17-year instrument, cannot be forced to behave like a money market fund without consequences. This misalignment explains why many investors struggle behaviorally with market volatility—they're trying to "turn water into wine" by expecting short-term stability from inherently long-term assets.
Particularly enlightening is Roche's analysis of treasuries as "deflation insurance" and his critique of popular income strategies. The discussion on dividend stocks versus total return challenges mental accounting habits that separate yield from capital appreciation, while his examination of monetary policy reveals how interventionist approaches can create unintended consequences.
Whether you're navigating current market turbulence or building a portfolio for the long term, this conversation provides critical insights into aligning your investment approach with both market realities and your own psychology. Check out Roche's work at disciplinefunds.com or explore his ETF (DSCF) designed to weather behavioral challenges in volatile markets.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial inst
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The markets have shifted into a new volatility regime, and traders need fresh tools to navigate these choppy waters. In this illuminating conversation, Michael Gayed hosts David Dziekanski (Founder and CEO of Quantify Funds), Mike Venuto (Co-Founder of Tidal ETF Services), and Michael Silva (trader and host of Figuring Out Money) to explore innovative trading strategies for today's challenging market environment.
David introduces Quantify's groundbreaking launch of four new "stacked" ETFs that provide a revolutionary approach to thematic investing. Unlike traditional leveraged funds, these products offer 100% exposure to two carefully paired stocks within a single fund, creating effective 2:1 leverage with built-in rebalancing. The newly launched funds include APED (MicroStrategy/Coinbase), LAYS (NVIDIA/AMD), SPCY (NVIDIA/SMCI), and ZIPP (Uber/Tesla) - each targeting high-interest themes from cryptocurrency to artificial intelligence.
The conversation delves into the mechanics behind these innovative products, explaining how they solve one of the most challenging aspects of portfolio management: executing those difficult rebalances between correlated assets, especially during earnings seasons or market turbulence. As David explains, "These are prepackaged vehicles offering rebalancing in an ETF that you don't have to think about."
Silva shares practical insights on adjusting trading strategies during periods of expanded volatility, while Venuto illuminates the structural tax advantages ETFs offer over traditional investment vehicles. The panel also explores Quantify's successful BTGD fund, which applies the stacking approach to Bitcoin and gold, demonstrating how automatic rebalancing can capture value during volatile market swings.
For traders navigating today's unpredictable markets, this discussion offers valuable perspectives on using innovative investment vehicles to maintain tactical exposure while managing risk more effectively. Whether you're looking to trade through earnings season, add tactical leverage to your portfolio, or simply understand the evolving landscape of ETF innovation, this episode provides crucial insights for surviving and thriving in volatile markets.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and growth becomes increasingly challenging. Enter Cullen Capital's Enhanced Equity Income Strategy (DIVP), a thoughtfully constructed approach that's been delivering consistent results for over 14 years.
Unlike many covered call strategies that sacrifice upside potential for current income, DIVP takes a more selective approach. By writing options on just 25-40% of portfolio holdings, the strategy maintains meaningful exposure to market upside while generating a target yield of 7% or higher. Half of this yield comes from dividends paid by high-quality value stocks, with the remainder from option premiums – creating a more tax-efficient income stream than strategies relying solely on options.
The portfolio consists of approximately 30-35 carefully selected large-cap value companies across all eleven market sectors, each chosen for their strong fundamentals, dividend growth potential, and attractive valuations. Trading at just 13x forward earnings, these companies offer both current income and growth potential that many pure fixed-income alternatives simply cannot match.
Perhaps most compelling is the strategy's historical ability to protect capital while delivering income. A hypothetical $1 million investment at inception with 5% annual withdrawals would have provided $856,000 in cumulative income while growing to $1.3 million over 14 years – demonstrating that income generation doesn't have to come at the expense of principal.
With recent market volatility highlighting the vulnerabilities of growth-heavy portfolios, DIVP's value-oriented approach has demonstrated resilience, outperforming many technology-focused covered call strategies. As investors reassess their income needs in an uncertain market environment, consider how this balanced approach to income generation might enhance your portfolio's yield while maintaining potential for long-term growth.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cullen Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any informa
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this extreme pessimism is actually a buying signal? Eric Nyquist of Howard Capital makes a compelling case that "bears sound smart, but they're usually wrong," highlighting how contrarian indicators often provide the clearest path forward during market uncertainty.
In this fascinating conversation, Eric breaks down Howard Capital's systematic approach to navigating turbulent markets. Their proprietary "Byline" and "Pivot Point" systems work together like a head coach and coordinator – the Byline determining overall market exposure based on trend analysis, while the Pivot Points fine-tune shorter-term adjustments. This rules-based methodology eliminates emotional decision-making, which Eric identifies as the primary reason most investors significantly underperform the market over time.
Drawing from Howard's impressive track record during previous market downturns, Eric explains how tactical management isn't about predicting market movements but responding systematically to what's actually happening. Their approach allowed them to navigate 2008 with less than 10% drawdowns and position clients optimally during the 2020 COVID crash. Most enlightening is Eric's perspective on risk itself – arguing that true risk isn't volatility but the erosion of purchasing power, making quality equities potentially less risky than bonds over the long term.
For advisors and investors struggling with client emotions during market turbulence, this episode provides invaluable insights into how disciplined, tactical approaches can deliver both peace of mind and superior long-term results. As Eric notes, "the value of a good advisor and money manager far outsees the cost," particularly when they save clients from making costly behavioral mistakes during times of market stress.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Howard Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participant
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
When financial stress tore Eric Nyquist's family apart during the mid-2000s, it sparked his lifelong mission to understand how to both grow and protect wealth. Now leading fund sales and distribution at Howard Capital Management, Eric shares how personal experience shaped his investment philosophy and why protecting capital during market downturns is just as crucial as capturing upside.
The cornerstone of Howard Capital's approach is their proprietary HCM Byline – a trend-following indicator that serves as a market barometer, signaling whether markets are healthy or deteriorating. Developed by founder Vance Howard in the mid-90s after experiencing the 1987 market crash firsthand, this systematic methodology removes emotional decision-making from investing, addressing what Eric identifies as the number one reason investors underperform: behavioral finance pitfalls.
Eric challenges conventional investment wisdom throughout our conversation, particularly questioning Modern Portfolio Theory's assumptions about rational investor behavior and its equation of volatility with risk. "Volatility works on a two-way street," he explains. "There's as much upside volatility as downside, and if you can't capture upside volatility, you're never going to make money in the market."
For advisors constructing portfolios, Eric suggests thinking in thirds – allocating to tactical growth strategies like Howard Capital's ETFs, actively managed fixed income, and passive strategies to keep costs down. Their ETFs (LGH and QQH) offer tactical versions of major indexes designed not to avoid every market hiccup, but to protect investors from the devastating 30-50% declines that can derail financial plans, especially for those nearing retirement.
Whether you're concerned about current market valuations, wondering about the persistence of large-cap dominance, or simply looking for ways to enhance your investment approach, this conversation offers valuable perspective on navigating market cycles with confidence. Visit howardcm.com to learn more about their systematic approach to staying tactical in today's rapidly evolving markets.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Howard Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Amid rising market turbulence, finding stable income sources has become increasingly crucial for investors seeking portfolio resilience. In this compelling discussion, Jay Hatfield draws on his 35 years of Wall Street experience to illuminate the path forward for income-focused investing strategies that can weather economic uncertainty.
Hatfield challenges conventional wisdom with his razor-sharp macroeconomic analysis, demonstrating why tariffs are actually deflationary rather than inflationary and how this misunderstanding creates opportunities for well-positioned investors. His forecast that the 10-year Treasury will drop to 3.75% as the Federal Reserve finally acknowledges economic slowdown provides a framework for strategic positioning across asset classes.
The discussion reveals why traditional S&P 500 portfolios yielding just 1.3% simply can't generate meaningful income in today's environment. Instead, Hatfield outlines a comprehensive approach using preferred stocks (PFFA yielding ~9%), high-yield bonds (BNDS yielding ~8%), dividend-paying stocks, and reformed MLPs to create substantial income streams while managing risk. His insights on small caps are particularly compelling – currently trading at significant discounts to large caps, they offer both attractive income and growth potential as rates decline and M&A activity accelerates.
What sets this conversation apart is Hatfield's practical approach to portfolio construction. Most investors unknowingly carry excessive technology exposure through their index funds and individual holdings, leaving them vulnerable to tech sector volatility. By strategically incorporating income-producing assets, investors can create more balanced portfolios that generate consistent returns regardless of market conditions. As Hatfield notes, "staying out of trouble is about 90% of the battle" when it comes to long-term investment success.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The financial world stands at a crossroads where unprecedented US stock market valuations meet revolutionary portfolio strategies and tax solutions. Meb Faber, founder of Cambria Investment Management, cuts through market noise to deliver essential insights for investors navigating today's challenging landscape.
With US stocks experiencing one of their four major valuation peaks in history and the S&P 500 delivering a 10-bagger return since 2009, many investors find themselves trapped in concentrated positions they can't sell due to tax consequences. The warning signs are clear – market cap weighted indexes have become dangerously concentrated, with most investors significantly overweight in US equities compared to global alternatives.
Faber introduces Cambria's groundbreaking endowment-style ETF (E&DW) that reimagines David Swensen's Yale approach for everyday investors. This strategy employs modest leverage (130-150%) across a truly global asset allocation that emphasizes foreign markets, value investments, and real assets – areas consistently underrepresented in typical portfolios. Historical evidence suggests this approach can potentially deliver Yale-like returns (13% annually) compared to the 8-10% from traditional allocations, though with comparable equity-like volatility.
The presentation's most revolutionary concept comes through Faber's explanation of Section 351 ETF conversions – a tax strategy allowing investors to contribute appreciated stock positions to seed ETFs without triggering capital gains. This mechanism works like a 1031 exchange for stocks, enabling trapped investors to diversify concentrated positions while deferring taxes. The implications are transformative, potentially creating more impact than the entire crypto ETF phenomenon.
Whether you're concerned about market valuations, seeking portfolio diversification strategies, or exploring tax-efficient investment approaches, this presentation delivers actionable insights from one of investment management's most innovative thinkers. The combination of endowment-style investing with tax-efficient conversion strategies represents a genuine paradigm shift in how investors can approach wealth management in 2025 and beyond.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cambria Investment Management and Lead-Lag Publishing, LLC exp
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind the scenes of the five-year journey that's reimagining what an investment platform can be for today's generation of investors.
Abraham reveals how Public differentiated itself from day one by focusing on people who want to take their investing more seriously rather than just speculating. The platform's technological innovation extends far beyond its intuitive interface – a custom-built multi-asset ledger enables fractional investing across all asset classes and real-time money movements that legacy platforms simply can't match.
Perhaps most fascinating is Public's groundbreaking work with AI through its Alpha tool, which began as an experimental project when OpenAI first released its API. Now fully integrated throughout the platform, Alpha provides contextual insights about market movements, breaks down earnings calls in real-time, and answers specific questions about companies. Unlike generic AI implementations, Public's approach combines GPT's natural language capabilities with proprietary structured financial data, creating what Abraham describes as "We are the brain, and GPT is the face of it."
The company recently secured $135 million in funding (bringing their total to over $400 million), which Abraham suggests will likely be their final capital raise as the platform continues expanding its offerings. Public's vision challenges the traditional binary between self-directed and managed investing by creating a spectrum of "guided investing" where users collaborate with intelligent systems to build portfolios that reflect their unique needs.
For investors looking to capitalize on the current rate environment, Public has seen growing interest in its bond offerings, particularly simplified "bond accounts" that provide easy access to diversified fixed income exposure without requiring deep expertise in the bond market.
Ready to experience the next generation of investing? Visit Public.com to explore their innovative platform that's helping people take a more serious approach to building wealth.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Public and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal landscape first.
"When I changed me, the environment changed," Coach JV explains, sharing how he went from selling everything he owned to feed his addiction to completely reinventing himself through spiritual awakening and dedicated personal development. With raw vulnerability, he recounts the pivotal moment when, unable to buy Christmas presents for his three-year-old daughter, he realized he'd hit rock bottom. That crisis became the catalyst for what he describes as the death of John Vasquez and the birth of Coach JV.
What makes this conversation so powerful is Coach JV's unflinching honesty about his transformation. Starting as a banker after recovery, he climbed rapidly through the corporate ranks, acquiring the trappings of conventional success—only to discover he was still chasing external validation. A chance conversation with a contented gardener during executive banking school sparked a deeper questioning that led to his true purpose: helping others escape the "just-over-broke" system through financial education and spiritual growth.
His perspective on cryptocurrency offers particularly valuable insights. Rather than viewing crypto as a speculative gamble, Coach JV analyzes it through the lens of his banking expertise, identifying coins with genuine utility in the evolving financial infrastructure. He shares his diversification strategy that combines high-growth potential assets with more stable investments like cash-value life insurance, real estate, and dividend-producing stocks.
Ready to transform your relationship with money and discover how internal shifts create external abundance? Connect with Coach JV on social media or visit his platforms to learn how you can break free from financial limitations while building a life of genuine purpose and fulfillment.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement,
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than representing true inflation.
The current market volatility, Hatfield explains, largely reflects normal seasonal patterns during non-earnings periods when high-flying stocks typically experience pullbacks. While acknowledging a potential growth slowdown with Fed policy about "150 basis points too tight," he maintains a bullish long-term outlook on both bonds and stocks, expecting rates to continue dropping as the Fed eventually recognizes the economic deceleration.
Hatfield's investment approach emphasizes human intelligence over algorithmic trading – a philosophy he applies across his firm's six ETFs managing $2.6 billion in assets. He articulates clear distinctions between fixed income investment strategies, where active management provides significant advantages through understanding call risk and credit dynamics, unlike equity markets where momentum sometimes prevails. His firm conducts granular analysis of individual securities, even examining specific buildings within REIT portfolios to identify value opportunities where others see only sector-wide challenges.
Particularly illuminating is Hatfield's contrarian view on recession dynamics, noting they typically begin with investment declines that impact employment before affecting consumer spending. This framework, combined with his assessment of China's economy continuing to grow at around 5% despite negative narratives, provides investors with valuable perspective for navigating current market conditions.
For income-focused investors, Hatfield offers practical insights on preferred securities, bonds, and midstream energy companies, explaining how these complement each other with different risk-volatility profiles while generating reliable income streams in various economic environments. His call-writing strategy for large-cap equities demonstrates how active management can enhance returns when applied with judgment rather than mechanical rules.
Human-powered market intelligence, developed through decades of experience and rigorous fundamental analysis, remains Hatfield's core advantage in a world increasingly dominated by algorithms and momentum trading.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the reasons behind the renewed interest in gold mining stocks, contrasting the performance of larger companies versus promising junior miners.
We take you through the upcoming BMO conference, where executives gather to discuss the future of the gold sector—a hotspot for the latest investment opportunities. With insights into recent U.S. gold import data and the implications of political and economic factors, our guests help clarify what investors should watch for moving forward.
Join us as we explore the dispersion of returns within the gold mining sector and underscore the importance of active management. We’ll guide you through the complexities of investing in gold and emphasize how macroeconomic trends affect gold prices. It’s a golden opportunity to be informed about an asset that has historically weathered economic storms.
Whether you're a seasoned investor or new to the gold game, this episode promises rich insights that could elevate your investment strategy. Tune in, engage with our content, and navigate this intriguing financial landscape with us. Don’t forget to subscribe and share your thoughts!
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetary policy.
From analyzing the essential characteristics that can help small-cap stocks thrive, to recognizing the undervalued opportunities in sectors like consumer discretionary and real estate, this episode aims to equip you with the knowledge to recognize and seize upcoming market trends. As we uncover the transformative influence of technology and automation on small caps, listeners will gain a better understanding of how to navigate this often-overlooked segment of the market effectively.
Join us as we dissect key questions surrounding the future of small caps, from their historical performance to robust strategies for capitalizing on growth. Don't miss this insightful episode—subscribe, leave a review, and share your thoughts! Your engagement is invaluable as we continue to explore the evolving world of finance together.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cullen Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing institutions. With unique insights from experts, we dissect why Yale's model has consistently outperformed traditional portfolio allocations and what lessons everyday investors can apply to their financial strategies.
In this episode, we take you through an analysis of Yale's innovative investment strategies, including their remarkable asset allocation, which noticeably differs from common practices. You’ll learn about the advantages of tax-exempt investing, and how these long-term strategies can serve as guiding principles for individual investors looking to optimize their own portfolios.
We also introduce the concept of the Endowment ETF, a new vehicle that aims to democratize access to sophisticated investment strategies previously reserved for elite investors. By providing an opportunity for diversification and efficiency, this ETF could reshape the current landscape, allowing more people to benefit from strategies that have stood the test of time.
Join us as we navigate critical market trends and discuss investor psychology throughout various political landscapes. This episode not only informs but also inspires listeners to reconsider their approaches to investing. Subscribe now to ensure you never miss a chance to enhance your financial literacy!
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cambria and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks.
Throughout the episode, we unpack the mechanics of writing covered calls and explore the volatility premium's significance in this context. Howard sheds light on when this strategy is best employed and the underlying market conditions that can influence its efficacy. With increasing uncertainty in the markets, the conversation delves into the role of covered calls in achieving a balance between income generation and capital appreciation, particularly for investors focused on cash flow.
The discussion also touches upon technological advancements that have streamlined the use of covered calls, enabling more investors and advisors to incorporate these tactics into their portfolios efficiently. Listening to this episode equips you with perspectives on the complexities of options trading, how to capitalize on various market cycles, and the potential tax benefits related to income derived from covered calls.
Join us as we explore practical insights and expert opinions on optimizing investment strategies for generating stable returns. Don’t forget to subscribe and share your thoughts on how covered call strategies fit into your investment philosophy!
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Kurv Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor.
With insights backed by historical data, we explore how equities, commodities, treasuries, and gold have performed through various market cycles. Shahidi clarifies the concept of risk parity, shedding light on how it can create a resilient investment portfolio that adapts to market fluctuations while aiming for consistent returns. He discusses the potential returns from traditionally lower-risk assets, explaining how leverage can enhance their performance to match or even exceed that of equities.
Through this engaging discussion, listeners gain a better understanding of how to structure their portfolios for greater stability and consistency. Shahidi also highlights the risks associated with focusing solely on short-term market trends, urging investors to adopt a long-term perspective that prioritizes diversity in their asset allocation.
As you tune in, consider your own investment approach. Are you gambling by putting all your eggs in one basket, or are you ready to embrace a diverse, strategic framework that stands the test of time? Share your thoughts about risk parity and how it has influenced your financial planning. Your journey to informed investing starts here—demand the answers you need and engage with us! Remember to subscribe and leave a review for more insightful discussions!
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendati
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Join us as we uncover the strategic design behind HIPS and their resilience during tumultuous times, including the 2020 COVID-19 pandemic, all while emphasizing the critical role of diversification.
We spotlight the remarkable stability of the HIPS income portfolio during market upheavals, highlighting its ability to maintain consistent income distributions when the going gets tough. You'll gain insights into the tax efficiency of HIPS and explore the nature of return on capital, debunking common misconceptions about pass-through securities' expense ratios. Together, we'll navigate the intricate relationship between inflation, wage stagnation, and the rising demand for yield-generating investment products, offering a comprehensive understanding of why HIPS stand out as a compelling option in uncertain economic climates.
Additionally, venture into the innovative Yield Boost strategy, an options-selling approach that combines high yield generation with downside protection through selling out-of-the-money put options. We'll use Tesla as a case study to demonstrate how Yield Boost achieves impressive returns while minimizing NAV erosion. By comparing this strategy with HIPS, we reveal how both methods can cater to those seeking consistent income and total return in their investment portfolios. Tune in for a deep dive into crafting a well-rounded portfolio that meets fixed liabilities while offering income certainty and robust total returns.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of GraniteShares and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views ex
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the looming possibility of Donald Trump's re-election in 2024, they offer an analysis of potential tariff strategies and their impact on U.S. trade relations with global competitors like China. Gain a deeper understanding of how America's strategic advantages—such as its reserve currency status and natural resource wealth—play into market trends and shape investment strategies as we project towards 2025.
Discover the vital role of non-correlated returns in agriculture as we face a shifting bond market landscape. With traditional investment models feeling the strain, the pursuit of diversification becomes paramount. Hear how the Tucreum Agricultural Fund Benchmark Index exemplifies stability during market corrections, demonstrating agriculture's potential as a diversification tool. Jake and Sal shed light on the composition of the agricultural index, featuring staples like corn, soybeans, wheat, and sugar, and discuss these commodities' dynamic role in shaping the agricultural market and offering non-correlated returns in volatile economic times.
Get ready for the launch of an innovative broad-based ETF commodities model that promises diverse exposure to commodities ranging from oil and natural gas to gold and coffee. We delve into how this model aims to outperform broad market indices by strategically managing commodity exposure. With unique offerings that include metals like gold, silver, and copper, this model provides a comprehensive avenue for investors seeking single commodity exposure without the intricacies of futures markets. As we draw our session to a close, we extend gratitude to Jake, Sal, and our engaged audience, inviting you to revisit the insights via the Lead Lag Report YouTube channel.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlighting the stark differences between hedge fund analytical frameworks and traditional investment analysis, all while emphasizing the critical importance of informed decision-making in building successful investment strategies.
Venture into the dynamic world of small-cap stock investments, where political maneuvers like tax cuts and interest rate adjustments can dramatically reshape company profitability. Discover the disciplined approach of the SCAP ETF, known for its focus on profitable and dividend-paying stocks, and learn how rigorous analysis and a well-curated portfolio are pivotal in capturing market opportunities. We also shed light on the structure of investment teams and the strategic allocation within the Russell 2000, underscoring the importance of experience and analytical rigor in achieving investment success.
Navigate the intricacies of writing calls for alpha in the aerospace sector, and understand how small-cap stocks can offer unexpected market surprises compared to their large-cap counterparts. Explore the strategic potential of short-term call writing on large-cap stocks and how institutions are capitalizing on market behaviors influenced by less experienced traders. Finally, turn your focus to the bond market, where active management and sector diversity reveal opportunities amidst fluctuating interest rates. Experience the challenges and triumphs of balancing equities and bonds to pursue solid returns through informed, strategic investing.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any inves
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade winds blowing between the US, China, Canada, and Mexico, scrutinizing how tariffs and erratic policies from the Trump era might reshape businesses and markets. Amidst these discussions, Michael deciphers the recent spike in gold prices as a harbinger of economic unease and weighs in on the crypto market's erratic tides under a pro-crypto Trump administration.
On a more personal note, witness the exhilarating yet taxing journey of rapid business growth. We share insights into streamlining operations, the thrill of expansion, and the silver linings amidst chaos. Our dialogue offers a fresh perspective on the investment landscape, with a spotlight on treasuries and the intriguing potential of existing funds. Despite the bearish sentiment surrounding treasuries, we unwrap a strategic investment play that could benefit from widening credit spreads. Whether you're a seasoned investor or just stepping into this dynamic world, this episode provides a feast of insights and optimism.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Support the show
Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach that navigates the volatile markets of today with confidence and foresight.
Join us as we challenge the misconception that large-cap growth portfolios provide adequate diversification. With 60% of SCHG concentrated in a mere handful of tech giants, there's a whole world of mid-cap investments that are often overlooked. Drawing from Invesco's research, we delve into the potential of mid-caps, which have historically outperformed their larger counterparts. We make the case for active management, an approach that not only distinguishes between various market capitalizations but also steers clear of unprofitable companies, ensuring the preservation and growth of your wealth over the long term.
Finally, we explore the power of quantitative investment strategies. Discover how a rules-based, unemotional approach to investing can provide stability, reduce volatility, and serve as a foundational element of your portfolio. From the promising undervaluation of mid-cap stocks to the impact of emerging technologies like AI, we cover it all. Seth and I dissect the current market dynamics and offer practical strategies for financial advisors seeking an efficient growth style. By balancing growth and value, our conversation offers a roadmap to constructing a portfolio that stands the test of time, acting as a reliable anchor in a sea of market fluctuations.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical nature of grain production, offering a promising perspective on corn prices that could reshape your investment strategy.
Peek into the world of agricultural commodities as a surprisingly predictable market, offering unique diversification opportunities. With global demand for essential crops hitting record highs, we explore strategic timing and allocation tactics that could bolster your portfolio. Sal and I discuss why advisors are increasingly suggesting multi-commodity ETFs, providing practical strategies for those ready to capitalize on agricultural trends.
Navigating the complexities of leveraged funds and market volatility, we shed light on the suitability of these investments for the short-term trader. Learn how geopolitical events can amplify market movements and discover why inflation is a crucial factor in agricultural commodities. Sal's expertise provides clarity on the political and logistical hurdles of global food distribution, arming you with the knowledge to make informed investment decisions without getting bogged down by technicalities.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts on bond markets and business confidence. With inflationary pressures mounting, Craig offers his insightful take on the potential consequences and future directions of Fed policies in a landscape fraught with uncertainty.
The conversation takes a strategic turn as we navigate the global investment scene, spotlighting the surge of interest in zero data expiry options for indices like the S&P and NASDAQ. Discover how traditional hedges are reshaping investor tactics amid macroeconomic unpredictability and why equity volatility might be underappreciated right now. From the allure of gold as a fiscal hedge to the implications of geopolitical turbulence on treasury investments, we examine scenarios that could catalyze another S&P surge and evaluate the economic ripple effects of potential Trump policy maneuvers.
Our dialogue rounds off by examining Bitcoin's burgeoning role as an alternative store of value amidst global instability. Compare its potential with that of gold and real estate, and consider the geopolitical ramifications of nations folding Bitcoin into their reserves. With deregulation under Trump's lens and opportunities for small-cap growth amidst rising borrowing costs, we reflect on the US's evolving role in a multilateral world. Craig highlights the enduring value of balancing qualitative insights with quantitative data, emphasizing relationship-building within the financial sector. Don't miss Craig's seasoned insights and practical reflections on today's pressing economic issues.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification, discuss "line item risk," and emphasize why preparation should be prioritized over prediction in the ever-volatile market landscape.
Our conversation ventures into the uncharted territory of risk management by challenging traditional views on asset allocation. With insights from Harry Markowitz and our guests' expertise in tactical management, we highlight the necessity of understanding varying risk profiles rather than simply spreading investments across asset classes. As we dissect the influence of market psychology and valuation metrics, you'll learn how these elements affect investment decisions, especially during economic downturns.
Discover innovative strategies for navigating complex market environments through mutual funds and global macro hedge fund approaches. This episode uncovers the often-overlooked advantages of mutual funds in less traditional asset classes and their synergy with hedge fund strategies. As markets continue to shift, we advocate for tactical active approaches and flexible portfolio management, ensuring you're equipped to adapt and thrive in a fluid financial world.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Dynamic Wealth Group and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decision
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of India's entrepreneurial and economic landscape, highlighting insights from Chris Getter of Simplify, and Anupam Ghose from System 2 Advisors. With first-hand accounts of navigating the complexities of India's evolving market, this episode offers a front-row seat to understanding India's mercantilist roots, its challenges during the 1980s, and the remarkable shift toward a thriving global economy.
Embark on a historical journey from India's socialist beginnings under Jawaharlal Nehru to the groundbreaking economic liberalization of the 1990s. Witness how a balance of payments crisis became a catalyst for foreign investment and growth, particularly in the IT sector. We also contrast India's rise with its BRICS counterparts, examining its burgeoning presence in global bond indices and the expanding corporate bond market. Gain insight into the factors that make India a standout economy, with a keen focus on its unique consumption-driven structure.
Our discussion then shifts gears to investment strategies in India's market, spotlighting the India Fund I-O-P-P managed by Simplify. Learn how Anupam and his team navigate the intricacies of Indian ETFs, employing a strategic approach to identify high-growth opportunities. We'll explore regulatory hurdles, democratic challenges, and compare India’s economic structure with China’s. This comprehensive analysis provides a nuanced view of emerging market investments, offering strategies to capitalize on India's promising growth potential.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Simplify Management and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer t
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
After years of struggling with chronic health issues, Craig Brockie found himself questioning the effectiveness of traditional Western medicine, particularly after experiencing the disruptive effects of antibiotics like tetracycline on his microbiome. Craig joins us to share his personal journey from battling acne and anxiety to embracing naturopathic medicine and other holistic practices. Together, we explore the limitations of Western medical paradigms focused on medication and surgery, and advocate for alternative solutions that promote long-term wellness.
Our conversation dives deep into the complex relationship between gut health and overall wellness, highlighting how anxiety and chronic pain can be linked to what we consume. I recount my own struggles with chronic pain and anxiety, which led me to seek help from a naturopathic doctor, revealing issues like leaky gut syndrome and Candida overgrowth. We emphasize the importance of maintaining balanced gut flora disrupted by antibiotics and processed foods, offering insights into managing one's health through education and self-care, citing resources like Dr. William Davis's "Super Gut."
We also venture into the intriguing realms of allergy testing, peptides, and GMOs. Craig provides insights into the benefits of amino acids and the concerns surrounding agricultural practices, while we touch on the evolving trend towards integrative medicine. Our discussion is filled with practical advice and personal stories that inspire listeners to take control of their health journey, challenging conventional approaches and exploring holistic pathways to wellness.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to uncover the secrets of advanced investment strategies in today's evolving market landscape? We're thrilled to have Howard Chan, the founder and CEO of Kurv Investment Management, join us. With a background in electrical engineering and critical roles at Goldman Sachs and PIMCO, Howard shares his unique insights into asset allocation and fixed income management. Discover how regulatory changes have paved the way for more innovative and tax-efficient ETF strategies, making them accessible to a wider audience. Howard reveals the shifting dynamics of alpha and beta, and how fewer institutional players can create new anomalies and opportunities for generating returns.
As interest rates rise, the investment world is shifting from passive to more active strategies, and the importance of idiosyncratic risk has never been higher. We're diving into the complexities of options-based income strategies, exploring how these can be transformed into accessible ETF formats. Howard guides us through the nuanced processes needed to balance growth and income, especially for those nearing retirement. He shares the challenges advisors face in scaling these intricate strategies and how technology-focused ETFs targeting tech giants like Amazon and Tesla can offer a solution. Learn how volatility premiums can be leveraged, providing a steady income stream while managing risk.
Our discussion wouldn't be complete without a thorough examination of the current tech market landscape. From the impact of fiscal policies and tariffs to the promising yet cyclical AI sector, Howard shares his perspective on tech companies' future. We delve into the challenges and opportunities of monetizing new technologies, exploring how launching new funds can address advisor needs and solve portfolio problems. With insights into covered call strategies and single-stock ETFs, Howard equips us with the knowledge to navigate the intersection of technology and income strategies effectively. Whether you're an advisor or an investor, this episode offers a comprehensive guide to mastering modern investment techniques.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Kurv Investment Management and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this prog
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora and Dan Ives who bring a wealth of knowledge from technical analysis to energy and economic strategies.
Looking ahead to 2025, we examine the transition from tech-heavy portfolios to a broader sector approach, with energy, industrials, materials, and financials taking center stage. Listen as we dissect the potential impacts of Trump administration policies on U.S.-based companies and the shift towards increased credit growth opportunities. Our annual top picks report, boasting insights from over 44 expert contributors, reveals a diverse array of conservative and aggressive investment recommendations, offering invaluable guidance for navigating the evolving market.
The conversation then broadens to a global perspective, highlighting the resurgence of value investing, the potential of small-cap stocks, and the critical importance of international diversification. We explore the energy sector with insights from Robert Bryce and consider the implications of deregulation on financial and real estate markets. As we conclude, I extend an invitation to the upcoming Money Show in Las Vegas, promising an enriching experience filled with networking, learning, and engaging discussions. This episode is a treasure trove of investment wisdom, tailored for both seasoned investors and those just starting their financial journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to challenge everything you thought you knew about the macroeconomic landscape as we welcome Michael Gayed, the insightful founder of the Lead Lag Report, to dissect the future of global markets with a particular glance at 2025. With a bold statement about the reverse carry trade, especially through the lens of Japan's unique financial environment, Michael draws connections between low interest rates, currency strength, and international borrowing dynamics. Listen as he unravels the potential turmoil Japan could face due to inflation and currency issues, and shares captivating anecdotes, including a follower's experience with the carry trade from Honduras.
Anticipate a transformation in market dynamics as we examine the rise of AI and its influence on small caps versus large caps, questioning the long-standing dominance of tech since 2011. Younger investors are entering the market, and with them comes a thirst for high returns, leading us to analyze the unforeseen outcomes of the Fed's rate hike cycle and Yellen's interventions. Our dialogue navigates through the concerns of inflation and the looming concentration bubble in top stocks, scrutinizing the persistent efforts by policymakers to keep markets afloat amidst downturns.
Step outside the echo chamber of financial groupthink with us, as we advocate for independent thinking and critical analysis in market strategies. We call into question the YOLO mentality and meme-driven investment tactics while discussing the ineffectiveness of shorting. For those eager to deepen their understanding, we recommend resources like Onyx and the Lead Lag Report. The episode concludes with an exploration of skepticism surrounding AI's economic impact, potential market reactions to policy changes from figures like Donald Trump, and the volatile role of Bitcoin during credit events.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
What if everything you thought you knew about the financial markets was wrong? Join us as we welcome back seasoned market analyst Michael Gayed to dissect the pervasive notion of market manipulation. Together, we unravel the intricate roles that liquidity and algorithms play in shaping the financial landscape. As we navigate through the current state of limbo, Michael provides a thought-provoking analysis on how potential political shifts, specifically a Trump presidency, might reshape the regulatory environment and offer new prospects for small and mid-sized companies. This episode is a must-listen for anyone eager to understand the balancing act of offensive and defensive investment strategies in these unpredictable times.
The conversation takes an intriguing turn as we explore the dynamics of stock market shifts, particularly how sudden price declines can present opportunities for dollar cost averaging. We scrutinize the performance of the Russell 2000 against the S&P 500 and explore how deregulation could potentially boost small-cap stocks. Michael and I critically examine the Federal Reserve's past rate decisions and discuss the implications of rising 10-year treasury yields, all while questioning the traditional perceptions of market behaviors. By assessing the impact of tariffs and inflation on economic policy, we provide a comprehensive look at the factors influencing today's market conditions.
To round out our discussion, we venture into the speculative realms of gold and cryptocurrency, examining how excess liquidity fuels over-optimism among investors. Geopolitical tensions add another layer of complexity, impacting oil prices and investment strategies. We also discuss the merits of diversifying into undervalued sectors like miners, small caps, and emerging markets, while acknowledging the challenges hedge funds face in keeping pace with the S&P 500. This episode is packed with valuable insights that equip investors to navigate and capitalize on the shifting market dynamics with a well-balanced and informed approach.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger traders, raising the possibility of small caps rallying independently in a healthier market environment.
Listeners will gain a deeper understanding of market trends and investing strategies as we dissect historical behaviors, using McDonald's performance in the 1970s as a case study. We explore the implications of buying during market dips and how the post-quantitative easing era has redefined investor mentality. The conversation also addresses the potential for a "lost decade" of market stagnation and the importance of adapting to changing conditions with a long-term perspective. Insights into the current relevance of the bond market and the unique challenges faced by different generations round out this comprehensive discussion.
With crypto assets lacking traditional fundamentals, we delve into their suitability for technical analysis and compare the current tech dominance to historical patterns like the Nifty 50. Personal trading strategies, including inverse ETFs and shorting, are discussed alongside a pragmatic approach to technical analysis, stressing simplicity and practical wisdom over complexity. We close with an exploration of small-cap stocks' potential risks and rewards, drawing upon historical comparisons and encouraging listeners to stay informed through social media channels. Join us for a rich conversation filled with market insights and trading strategies that promise to enhance your investing acumen.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Ever wondered how the intricate dance between central banks shapes the global economy? Join me in a fascinating conversation with Nomi Prins, a former Wall Street senior manager and acclaimed author, as we unravel the complex dynamics at play. Together, we explore whether the actions of these financial powerhouses teeter on the edge of coordination or collusion, and what their increasing gold reserves mean for the global monetary landscape. Gain fresh insights into the strategic maneuvers of the People's Bank of China, the Bank of Japan, and others as they respond to financial emergencies and navigate geopolitical pressures.
As major economic players like China and Japan find themselves balancing currency stability and growth amidst rising debt, we dissect these global policy dynamics. Learn about China's unique approach to maintaining its financial influence, its ties with Russia, and how these relationships impact the global stage. From Japan's interest rate decisions amidst a daunting debt-to-GDP ratio to the broader implications of BRICS nations challenging the US dollar, our discussion covers the delicate balance of power that defines our financial world.
Finally, we venture into the broader implications of rising global debt and the transformative power of AI on the commodities market. Discover how energy demands drive shifts in nuclear energy and commodity mining, and what the future holds for commodities like gold and uranium. With market volatility and the tech sector's 'concentration bubble' in focus, we emphasize the importance of a patient investment perspective. Join us for an enlightening exploration of the cyclical nature of debt, market fluctuations, and a look ahead to future discussions with Nomi Prins, as we promise to keep you informed and engaged in these turbulent economic times.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to strategic investing as Jeff Cullen and Cathy Howse from Schafer Cullen captivate us with their insights on the evolving world of dividend yield and its cyclical allure. Imagine institutional investors turning their gaze from high-flying large-cap momentum stocks to the steady allure of dividend-heavy plays. Jeff shares his excitement about Schaefer Cullen's venture into the burgeoning ETF market, while Cathy reflects on the firm's remarkable growth, all while upholding its cherished boutique values.
With a disciplined approach to value investing, Jeff and Cathy articulate the vital role of dividends in a portfolio's total return. They delve into the significance of choosing companies with strong cash flows and stable business models, illustrating how dividends can be a linchpin in long-term gains. As we explore the forecast for the 2025 market, they highlight the promising outlook for US equities and financial sectors, while also shedding light on the mechanics of covered call strategies to enhance income.
Finally, we demystify common misconceptions surrounding ETF liquidity and mechanics, providing clarifications that could benefit individual investors and financial advisors alike. Through engaging storytelling and educational dialogue, Jeff and Cathy stress the importance of understanding the reasons behind investment decisions, aiming to elevate financial literacy for all listeners. Join us on this journey to enhance your investment knowledge and empower your financial future.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Schafer Cullen and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or fin
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us for an enlightening conversation with Jay Hatfield, a Wall Street veteran, where he dissects the intricate world of financial markets with a focus on deregulation and its potential ripple effects on inflation. We'll guide you through the complexities of the fixed income market and the unique benefits of active management. Jay provides invaluable insights into how biases in rating agencies might actually offer hidden investment opportunities, especially in niche sectors like pipelines and REITs. If you're curious about the strategic maneuvers that can lead to identifying mispriced securities, this discussion is tailored for you.
We then pivot to the fast-paced domain of utility investment banking, where the stakes are high and adaptability is key. Jay and I evaluate the strategic differences between smaller, nimble firms and their larger counterparts, like Goldman Sachs, in responding to market shifts. We delve into the distinctions between bond alternatives and traditional income investments, introducing the BNDS fund designed for those seeking unlevered fixed income products. This nuanced discussion will equip retail investors, particularly retirees, with the knowledge to navigate these investment waters confidently.
To wrap it up, we explore the intricate relationship between money supply and inflation, assessing factors like tariffs, corporate tax rate adjustments, and global economic influences, including China's activity. We also engage in a thought-provoking debate on whether AI could prove to be a deflationary force, bolstered by the U.S.'s access to abundant energy resources. Jay offers strategic advice on managing inflation risk, with vigilant credit monitoring at the forefront. This episode promises a comprehensive exploration of contemporary financial themes, ensuring you're well-prepared to safeguard your capital in an ever-evolving landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if everything you thought you knew about diversification was wrong? Join us for a compelling conversation with Michael Gayed, Publisher of The Lead-Lag Report, and Jeff Sarti from Morton Wealth as we challenge the status quo on what it means to truly diversify an investment portfolio. In a world of unpredictable markets, we discuss the vital importance of holding assets that may not always be in vogue but can safeguard against economic downturns. From the shifting reliability of bonds to the necessity of strategic asset weighting, this episode offers a fresh perspective on achieving consistent performance and managing risk in today's financial landscape.
But that's not all. We also shed light on the often-overlooked private credit market, where Jeff shares insights on navigating its complexities and potential pitfalls. With concerns about liquidity and weakened underwriting standards in the spotlight, discover how exploring less crowded markets might just be the key to mitigating risks. Drawing on the work of behavioral finance experts like Daniel Kahneman, we tackle the familiarity bias that can cloud investment judgment, using Apple as a prime example of how brand recognition can lead to overconfidence. It's a reminder to always seek genuine understanding over mere comfort when making investment decisions.
Rounding out our conversation, we scrutinize the speculative excesses and valuation concerns permeating the current market scenario. With an eye toward long-term investment strategies, we emphasize the need for a value-oriented approach amidst macroeconomic challenges. While navigating the pressures and perplexities of fiscal policies, excessive liquidity, and changing trading mentalities, we stress the importance of staying grounded in fundamentals. Don't miss this episode's engaging discourse on behavioral finance and the wisdom of adopting a cautious yet strategic approach to investing.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Renowned trader and educator Timothy Sykes joins us to unravel the fascinating story of his pivot from a promising tennis career to mastering the stock market with his bar mitzvah money. Imagine an injury altering your life's path so dramatically that it leads you to become a millionaire trader. Timothy's journey offers a tapestry of invaluable lessons—from his initial trading days to managing larger accounts and eventually dedicating himself to teaching others. Explore how his background in tennis and philosophy shaped his unique trading mindset, allowing him to navigate the ever-changing market landscape with precision.
We explore historical financial crazes, like Tulip Mania, and draw parallels with today's crypto phenomena, dissecting how social media fuels speculative bubbles. Timothy shares his insights as a penny stock trader, illustrating the crucial role of historical study and market dynamics in handling volatile stocks. He emphasizes strategies like cautious trading and quick loss-cutting, intertwining these with his personal mission of aligning financial success with philanthropic endeavors, such as building schools worldwide. Timothy's narrative is an inspiring example of turning trading profits into meaningful change.
In our conversation, we highlight the importance of understanding market sentiment, especially amidst speculative spikes and unsustainable euphoria. Timothy shares stories of successful students like Jack Kellogg and Tim Grittani, underscoring the dedication needed to thrive in trading. He reveals personal strategies for combating over-trading, embracing a flexible "laptop lifestyle" that allows him to manage impulses and travel the world. We conclude by reflecting on finding one's unique trading approach and tailoring strategies for small account holders, offering a wealth of insight for traders at any stage of their journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Uncover the surprising links between narcissism and career paths in finance, medicine, and law with renowned personality dynamics expert, Vance Barse. This episode promises an enlightening exploration into the multifaceted nature of clinical narcissism, dissecting its overt and covert forms. We go beyond surface-level traits, examining how these behaviors play out in professional environments and personal lives. Listen as we break down the phases of love bombing, idealization, devaluation, and discard, alongside psychological phenomena like trauma bonds and the Hoover effect. Gain the knowledge needed for a deeper understanding of these behaviors and their implications on both personal growth and professional success.
The conversation also navigates the complexities of investment strategies amidst volatile market conditions. From historical perspectives on high interest rates to the current challenges of inflation, we explore how these factors shape client perceptions and decision-making. Discover the balance between equities and fixed income needed to build resilient portfolios that can withstand economic shifts. Vance and I delve into cultural and psychological influences on investment behaviors, such as recency bias and the YOLO mindset, while discussing the implications of the CAPE ratio and recent market performances. Prepare for a comprehensive understanding of today's economic landscape and the strategies that align with both client objectives and market realities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if options trading isn't as complex as it's made out to be? Join us as we welcome Euan Sinclair, a distinguished expert in the field, who challenges the common perception of options as intricate financial instruments. Discover how the landscape has transformed in the wake of the COVID-19 pandemic, driven by a surge of retail traders who have redefined the market dynamics. Euan shares his insights into the inherent simplicity of options that facilitate effective modeling, and we explore the rise of zero DTE options trading, emphasizing the importance of seasonality and innovative risk management strategies.
Dive into the potential risks lurking within the options trading industry. We unpack the instability linked to volatility products like VIX ETPs and the structural risks emerging from the concentration of market makers. Euan highlights the shift from numerous small players to a few large ones, creating a precarious market environment should a major player falter. Listen as we discuss the notional value traded in options and the cautious optimism surrounding today's more aware market makers, even as we confront past events that serve as cautionary tales.
Forecasting the future of trading has changed, and Euan helps us navigate this new terrain by comparing it to the world of sports gambling. With a plethora of accessible data, the challenge now is modeling it effectively to stay ahead. We delve into the current state of volatility and introduce the concept of "micro alphas"—the small, often overlooked signals that can, when combined, lead to significant trading advantages. Our conversation concludes with a focus on adapting strategies to ever-changing market conditions and leveraging these persistent edges for success.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever felt overwhelmed by the sheer number of investment options, much like trying to choose from dozens of toothpaste brands? Join us for a fascinating discussion with Paisley Nardini, a seasoned CFA charterholder, as she pulls back the curtain on the world of alternative investments. Discover how Paisley's extensive experience at Simplify Asset Management, Invesco, and PIMCO equips her with unique insights into navigating market volatility and enhancing portfolio management. This episode promises to challenge your understanding of diversification and reveal how alternative strategies, particularly within ETFs, can offer a suite of new opportunities for investors.
Dive into the mechanics of managed futures where the art of trend-following takes the spotlight. Our conversation explores these complex strategies, which have historically provided robust diversification during market upheavals like the tech bubble and the global financial crisis. You'll learn how managed futures can offer S&P-like returns by adopting strategic approaches that defy conventional skepticism. Paisley also shares her thoughts on Simplify's strategic partnership with Altus Partners, which leverages cutting-edge algorithms for systematic portfolio management, highlighting the prowess of rules-based approaches in tumultuous market conditions.
Amidst rising market volatility, understanding retail investor behavior in the alternatives market has never been more critical. Our discussion highlights the significant role education plays in bridging the gap between retail and institutional investors, emphasizing Simplify’s commitment to transparency and client empowerment. Uncover how a proactive mindset is essential in protecting client capital and learn why financial advisors are increasingly turning to capital-efficient, low-correlation asset classes like managed futures. Whether you're a seasoned investor or just beginning to navigate the maze of alternative investments, this episode offers a treasure trove of insights to enhance your financial journey.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Simplify and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any in
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if political connections, not just systemic issues, are the real drivers of income inequality? Join us for a compelling conversation with political economist Vuk Vukovic, who challenges conventional wisdom with his insights into the intricate web of elite networks. With his expertise and his book "Elite Networks," Vuk unpacks how these connections significantly amplify the wealth gap, often leaving the middle and lower classes behind. He shares compelling evidence from the US and UK, sparking a critical discussion on the need for decentralizing political power and restructuring incentives to address these disparities.
Our episode also takes an intriguing turn into the world of market research and trading. We explore Vuk's journey from academia to establishing a market research and trading fund, utilizing an innovative approach that combines the wisdom of crowds and social media network analysis. Discover how this methodology, originally designed for accurate election predictions, was cleverly adapted for market trading, achieving notable success by addressing polling biases and capturing nuanced market trends. Vuk’s strategy also highlights the significance of influential observers in providing valuable insights for both political and market forecasts.
We delve into the evolution of trading strategies from 2021 to 2023, with a focus on risk management and maintaining consistent accuracy. Through our discussion, we examine the impact of social media and algorithms on market behavior and consider potential expansions into European equities or cryptocurrencies. As we navigate the complexities of market sentiment and investment trends, we reflect on the dynamic forces shaping our financial landscape, from technological influences to economic shifts. Join us for this thought-provoking episode that bridges political economics and market strategies.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us as we sit down with Hal Lambert of Point Bridge Capital, where he unveils the politically conscious investment strategies that are shaking up the financial world. Can political beliefs truly influence your investment portfolio? Hal makes a compelling case with his America First ETF (MAGA), which taps into companies backing conservative agendas. We sift through the impact of deregulation on sectors like industrials, financials, and oil and gas, painting a picture of how these areas could flourish under different political climates, particularly under a Trump administration.
Our conversation deepens as we explore the potential ripple effects of a Trump presidency on the industrial sector and beyond. With military giants like Lockheed and Boeing poised for growth, we discuss how continued military spending and domestic infrastructure projects may bolster these companies' futures. We also navigate the financial industry’s trajectory, considering how deregulation and Supreme Court rulings could spark sector-wide growth. Plus, we probe the MAGA ETF's performance during the Biden administration—could its winning streak continue with a shift in political tides?
In the concluding chapters, we turn our focus to the broader economic implications of deregulation. Are energy costs and inflation inherently linked to political leadership? We critically assess this, while also examining potential shifts in corporate strategies, such as the reduction of DEI programs, and the prioritization of shareholder value. Our episode wraps up with an insightful discussion on international trade dynamics and investment strategies, delving into the nuances of tariffs, currency strength, and market indices. Tune in to uncover how the complex interplay between politics, regulation, and investing could shape future market landscapes.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Point Bridge Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment positio
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if a political resurgence could reshape financial landscapes? Join me, Michael Gayed, alongside the seasoned financial strategist Julian Brigden, as we dissect the hypothetical "Trump 2.0" scenario. We tackle its potential ripple effects across growth, equities, fixed income, and the dollar, with a special spotlight on the evolving role of cryptocurrency. Julian, a veteran from Lehman Brothers, HSBC, and the mastermind behind MI2 Partners, brings unique insights into how retail investors, emboldened by the post-COVID market, are challenging the supremacy of institutional giants.
Together, we unravel the cyclical nature of markets, examining how inexperience often breeds overconfidence and risky ventures. Our conversation draws intriguing parallels between today's market trends and historic bubbles, like the dot-com era, fueled by captivating narratives. Julian and I lay bare the risks associated with speculative fervor and over-leveraging, especially in booming sectors like AI and crypto, while also contemplating the stages of market reaction to potential Trump policies. This discussion serves as a cautionary tale of maintaining vigilance amidst enticing market stories.
Venture further with us as we scrutinize the broader economic implications of tariffs, tax policies, and monopolistic market structures under the Trump administration. We explore the potential downsides of reshoring manufacturing and the inflationary pressures of tariffs on long-term bond yields. From the challenges in the oil market to the global influence of a strong dollar, our dialogue exposes the intricate dance between government policies, market reactions, and economic growth. This episode promises a thorough exploration of these complex dynamics, offering listeners a nuanced understanding of the current financial terrain.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets of strategic investing with Phil Wool from Reliant Global Advisors as he shares how machine learning is revolutionizing portfolio management by focusing on individual company analysis over macroeconomic speculation. Gain insights into the current dynamics of US equities as they navigate through expectations of a soft landing and the Federal Reserve's cautious stance. Explore the complexities of how policy volatility and tariff changes can shape market sentiment and investment opportunities.
Discover why emerging markets remain sensitive to US Federal Reserve policies and how a mix of policy uncertainty and insufficient Chinese stimulus is impacting global economic outlooks. Phil discusses the potential overstatements in market valuations due to US tariffs and our active management strategies that have consistently outperformed benchmarks, thanks to a multi-factor approach. Learn how active management, particularly within our US funds, is crucial for navigating market volatility and capitalizing on valuation, quality, and governance insights.
Delve into the promising tech sector opportunities in emerging markets, with a focus on tech-heavy regions like Korea and Taiwan. As we highlight the growth dynamics in China's market and the challenges faced by other emerging regions, Phil explains the role of active stock picking and quantitative scoring in identifying underappreciated growth prospects. From our Japan ETF collaboration to the transformative impact of AI, this episode is packed with strategies for harnessing emerging market potential and optimizing your global equity portfolio.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the part
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
From the football field to the boardroom, discover how Kyle Kazan's journey from college athlete to real estate mogul reshaped his vision for the cannabis industry. Listen to Kyle as he reveals how he navigated the worlds of law enforcement, special education, and real estate investing before becoming a pivotal player in cannabis. His insights offer a masterclass in resilience and strategic acumen, shedding light on his success despite the daunting challenges of federal illegality and complex taxation in this emerging market.
Join us as we explore the evolution of the cannabis industry, where strategic alliances and political shifts define its future. Kyle shares how collaboration with experts like Graham Farrar is essential for mastering the intricacies of cost-effective cannabis cultivation. The conversation touches on the potential impact of political dynamics, especially under the Trump administration, and how states' rights and deregulation could unfold a new era of growth. Through these insights, we uncover a landscape ripe with opportunity, yet in dire need of federal support, particularly in banking.
Delve into the stories that illuminate the cannabis reform movement, such as that of Weldon Angelos, whose case highlights the urgency for justice system reform. As we discuss the broader implications of political actions by Presidents Biden and Trump regarding cannabis-related convictions, we also explore the promising future of the California cannabis market. From building consumer trust to understanding the parallels with early tech giants, this episode offers a comprehensive look at the dynamic forces shaping the cannabis sector. Plus, get a taste of personal stories that resonate beyond the industry, like the unexpected benefits of fasting inspired by social media.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view of their impressive suite of 16 ETFs, and shares candid insights into the strategic decision to close their inaugural fund named FAIL. Witness how market dynamics and investor demand play crucial roles in fund viability and decision-making processes.
Prepare to expand your understanding of tax-efficient investment strategies as we unravel the complexities of the 351 exchange. This intriguing strategy offers significant tax deferral benefits, especially for those with highly appreciated positions or engaged in direct indexing. Essential for diversifying portfolios, the 351 exchange allows investors to sidestep frozen positions while adhering to specific diversification criteria. Join us as we discuss the increasing popularity of this strategy, the educational push to inform investors, and the anticipated excitement surrounding the first fund launch with an expected participation range of $30 to $50 million.
Explore global endowment-style investing with Fund Two, designed to shift focus from US-centric portfolios to a diversified global strategy. We highlight the benefits of lower volatility and potential collaborations with Registered Investment Advisors (RIAs) for tailored approaches. Gain insights into upcoming fund launches and market trends as we consider the implications of high CAPE ratios, unusual fixed income yield spreads, and the promising opportunities within emerging markets. Learn why global equities might hold the key to a balanced and lucrative investment future as we navigate these shifting market currents.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the part
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Can Bitcoin reshape the societal structures we know today? Join us as I, Michael Gayed, publisher of The Lead Lag Report, engage in a compelling dialogue with Aleks Svetski, a seasoned Bitcoin enthusiast and entrepreneur, who shares his transformative journey from skepticism to profound understanding of Bitcoin's intricate relationship with global economic systems. Together, we unravel the constant waves of criticism Bitcoin faces, from claims of being a Ponzi scheme to the challenges posed by emerging technologies such as quantum computing. Aleks offers a unique perspective stemming from his entrepreneurial background, shedding light on the complex interplay of volatility, risk, and earning, which has enriched his relationship with Bitcoin.
We navigate the contentious discussions around quantum computing's potential impact on Bitcoin and cryptography. Aleks and I delve into the skepticism surrounding quantum computers' ability to outperform traditional technology while exploring the potential benefits they could bring to Bitcoin, such as enhanced security and increased hash rates. We also ponder whether Bitcoin can truly transform societal structures by addressing broader issues of inequality and fairness. Our discussion challenges the notion that simply fixing monetary systems can solve deep-seated human behaviors, advocating instead for a focus on fairness over forced equality.
Finally, explore with us the profound themes in Aleks' latest work, "Bushido of Bitcoin," which weaves together philosophy, ethics, and visionary storytelling to provide a sophisticated narrative on Bitcoin's potential. This book is more than just a critique; it's an invitation to foster critical thinking rather than blind optimism about Bitcoin's role in governance, culture, and wealth. Aleks recounts his personal transformation throughout 2022 and 2023, finding renewed energy in nuanced discussions, leading him to share his insights in the book. With parts available for free at BushidoBitcoin.com, listeners are encouraged to engage with Aleks' work and join the conversation on Bitcoin’s evolving landscape.
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join us for an insightful conversation with Lakshman Achuthan from the Economic Cycle Research Institute (ECRI), where we promise you'll gain a deeper understanding of the complex world of economic cycles. Lakshman, a veteran in business cycle analysis, shares his expertise on the intricate dance between growth, inflation, and employment, and how these cycles, though interconnected, often march to the beat of their own drums. Our discussion highlights why economies are inherently cyclical, buffeted by internal dynamics and external shocks, and how recessions often arise when these weaknesses coincide with unforeseen events. The episode also delves into the current economic climate, dissecting phenomena such as the recent un-inversion of the yield curve, providing insights into where we are in the economic cycle and what this might mean for the future.
This episode also takes a closer look at the economic landscape shaped by policies from the Trump administration, examining the structural impacts on employment and broader economic trends. We reflect on how historical patterns and unexpected downturns, like the 2018 inflation gauge surprise, pose challenges for economic forecasting. The global manufacturing sector's struggles amid a prolonged slowdown is another focal point, with discussions on potential recovery sparks and the implications on inflation and economic growth. Lakshman emphasizes the importance of staying open to evolving data and trends, highlighting the disparities between the resilient U.S. service sector and the cyclical nature of manufacturing. Tune in to explore the significance of forward-looking indicators and how they can provide a roadmap for anticipating changes in the economic landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join us as Max Osbon of Osbon Capital Management reveals how tech investments can thrive amid market volatility and unpredictable times. Discover how to anticipate market pullbacks while unlocking the potential of semiconductor giants like Nvidia, which are essential for navigating hype cycles. Max provides expert insights on managing risk assets and grasping stock-specific momentum, crucial for making informed investment decisions in today's shifting market landscape.
Our conversation also tackles the surprising dynamics of government-supported markets, including the Federal Reserve's unexpected $2 trillion balance sheet contraction. Despite a reduced M2 money supply, market liquidity remains buoyant, hinting at unseen elements bolstering optimism. We examine the evolving challenges faced by VC-backed companies and the emergence of opportunities at market lows, as illustrated by Meta's notable rebound. Understanding your assets and anticipating market fluctuations are key themes, showcasing how investors can find value even amidst uncertainty.
Explore the speculative realm of SPACs and micro-cap tech companies, where innovation meets risk and potential gains abound. Max and I scrutinize companies like Butterfly Network and Aurora, emphasizing the need for thorough analysis and comprehension of the technologies involved. This episode sheds light on risk management across various asset types and highlights the flexibility of independent investment firms like Max's. With gratitude for our listeners, we eagerly anticipate bringing you more valuable insights in future episodes.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the unexpected consequences of a post-pandemic housing market with renowned housing analyst Amy Nixon. As mortgage rates rise, the phenomenon of mortgage lock-in is holding homeowners back from selling, creating an intriguing paradox of constrained supply amidst cooled demand. We unravel the unconventional tactics like builders buying down mortgage rates and the rise of cash transactions, while navigating the unique challenges confronting first-time buyers. With a spotlight on regional trends in Florida and Texas, we question whether the current housing prices are sustainable across different market tiers.
Next, we dissect the interplay between federal interest rates, housing prices, and immigration. With an insightful examination of Federal Reserve Chairman Jerome Powell's stance on economic independence, we explore how immigration impacts both the construction labor force and housing demand. The intricate balance of these factors is evident in booming markets like Florida and Texas, where the decision to upgrade homes despite higher rates is a critical choice for many. Amy and I delve into the potential effects of changing immigration policies under the Trump administration and the resulting pressures on construction labor and rental demand.
Lastly, we gaze into the future of the housing market and investment strategies for 2024. The so-called "silver tsunami" of retirees selling their homes, particularly in Florida, creates a ripple effect on local markets, influencing real estate landscapes across the nation. As we weigh the merits of renting versus owning, I share my personal investment philosophy, emphasizing assets like gold, Bitcoin, and equities that promise better wealth-building opportunities than real estate. Join us as we tackle these complex issues, offering insights that could redefine your approach to housing and investment in the coming year.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
What if your emotions are driving your investment choices more than actual market changes? In our latest episode, we sit down with Charles Rotblutt, Vice President of the American Association of Individual Investors, to uncover the complex dynamics of market sentiment and its surprising influence on investment decisions. With a focus on the rapid information flow in today's markets, we examine the emotional rollercoaster investors often experience, even when their portfolios remain steady. Charles offers his unique insights into how maintaining a long-term investment strategy can help navigate these emotional waves and reveals why undervalued sectors, such as small-cap stocks and international markets, could be poised for a comeback.
We tackle pressing concerns dominating investors' minds, from inflation and national debt to interest rates and current market valuations. The conversation spans the shifting behaviors in investing—from traditional strategies to the gamification and speculative trends seen today. Despite these changes, there's hope in diversification, allowing investors to discover hidden gems within market volatility. By discussing valuation disparities between small-cap and large-cap stocks, as well as between international and U.S. markets, we emphasize the critical importance of balanced portfolios. Whether you're a seasoned trader or just starting, this episode is packed with valuable insights and strategies to help you navigate the complex financial landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Kevin Bambrough, a prominent figure in finance and private equity, shares a personal story of transformation, highlighting the intricate ties between stress, success, and health. Kevin recounts his journey from a high-powered career to prioritizing well-being, catalyzed by a dramatic marina incident that forced him to re-evaluate his lifestyle and coping mechanisms. This episode promises insights into managing stress for a balanced life, offering listeners a candid glimpse into the emotional shifts that led Kevin to embrace healthier habits and retire early.
Listeners will be captivated by Kevin's exploration into cellular biology and human behavior, drawing parallels between investment strategies and life decisions. He delves into the power of mitochondria, our cellular powerhouses, and their critical role in enhancing mental and physical performance. With the global workspace theory as a backdrop, Kevin investigates how we can retrain our biological systems to unlock our full potential, much like optimizing a network of microprocessors. The episode underscores the journey from fear to personal growth, providing a manual for self-discovery.
Kevin's insights culminate in a reflection on the importance of purpose and passion in achieving peak performance. He contemplates the philosophical question of what truly matters, finding fulfillment in science and biology, and the positive feedback loops they create. As Kevin prepares for an exciting trip to New York, he shares his enthusiasm for future collaborations and the ongoing quest for growth and success. Join us for a compelling narrative on nurturing focus and staying true to one's goals, all while navigating the complexities of life.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us for a compelling conversation with Axel Merk from Merk Investments, as we unravel the complexities of risk management and the significant role gold plays in investment strategies. Discover how Axel transitioned from tech investing to managing an impressive $1.6 billion in gold and gold mining investments. This episode promises insights into the critical nuances of hedging, disciplined investment strategies, and the lessons learned from financial upheavals like the 2008 crisis. We'll discuss how maintaining a balanced portfolio and avoiding overexposure can safeguard your investments when markets appear deceptively calm.
Explore the psychological and emotional dimensions of investing, particularly when facing substantial portfolio declines. Axel Merk and I dissect the common gap between expected and actual investor behavior during downturns, emphasizing the importance of understanding one's risk tolerance. Learn about the strategic use of gold as a hedge, its fluctuating correlations, and the potential benefits during economic instability. The discussion extends to the mining sector, with insights into the impacts of deregulation, the volatility of energy costs, and the essential role of management teams in executing successful projects on time and within budget.
We wrap up with a forward-looking perspective on economic forecasting and the intriguing potential of AI in refining investment strategies. The conversation touches on the challenges of navigating deregulation and fiscal policy, underscoring the importance of diversification and realistic market expectations. Axel and I consider why mid-cap and development-stage companies may offer more potential in the gold mining sector, given their venture capital-like dynamics. As we close, I express gratitude to Axel Merk for his invaluable insights and share plans for a networking luncheon in Manhattan with industry leader Hal Lambert. Join us as we connect with the minds shaping the future of investing.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, t
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to mastering ETF fund strategies and tax-efficient investing as we chat with the insightful Meb Faber of Cambria. Explore the shifting financial landscape with us, from the intricate world of fixed income yield spreads to the burgeoning transition from mutual funds to ETFs. Discover how innovative approaches like open enrollment for new funds and strategic ETF launches, including a unique tax-focused option, can transform your investment game.
Learn how you can enhance your investment returns through tax-efficient strategies that go beyond traditional high-yield dividends. Meb shares game-changing insights into the power of shareholder yield and buybacks, using ETFs to revolutionize tax strategies and allow high turnover without capital gains taxes. Dive into the fascinating world of 351 exchanges, and see how contributing diversified stock portfolios to an ETF can optimize tax outcomes and overall investment efficiency.
Join us as we expand the conversation to global ETF strategies and the exciting introduction of new funds. Meb unveils plans for a global endowment-style ETF aimed at diversifying portfolios with global stocks, bonds, and alternative strategies. We also touch on potential collaborations with RIAs for customized fund strategies. With cautious optimism, Meb shares his thoughts on market trends and valuations, particularly the intriguing disparity between U.S. and foreign stocks. Listen in and gain valuable insights into the dynamic interplay between market structures, investment strategies, and the challenges that define the investing world.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cambria Funds and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the critical differences between fiduciary advisors and asset gatherers and how these roles impact investment management. Join us for an insightful conversation with Seth Cogswell, founder of Running Oak, who shares his unique perspective on financial stewardship, inspired by his father's groundbreaking work in the 1970s. Seth unveils the firm’s rules-based strategy and how it transforms his role from a mere portfolio manager to a dedicated steward of wealth. We'll explore how SMAs demand all-in commitment, the potential pitfalls of aligning with market performance, and the pivotal role relationships play in maintaining a disciplined investment strategy.
As we navigate the complexities of investment strategies and market conditions, we highlight the often-overlooked mid-large cap stocks and their promising opportunities. This episode sheds light on the limitations of traditional asset allocation and the importance of maintaining a disciplined sell strategy within a single, effective investment approach. Seth offers valuable insights into achieving sustainable growth, even amidst market pressure and economic fluctuations. Whether you're an advisor seeking sustainable portfolio management techniques or an investor looking to optimize your financial strategies, this episode equips you with the tools needed for long-term success.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the intricate world of global financial markets with Robin Wigglesworth, editor of FT Alphaville, as we navigate the fascinating dynamics of the bond market. Robin shares his passion and insights, drawing from his current work on a book chronicling the history of bonds. Through our discussion, you will gain a deeper understanding of the volatility in the U.S. Treasury yields, the implications of these unusual fluctuations, and why U.S. markets often rally while Europe remains undervalued.
Reflecting on past financial crises, we dissect the nuanced relationship between bond and equity markets, revealing how bonds can be a more perceptive indicator of systemic risks. Recent economic turbulence, from the Silicon Valley Bank collapse to inflationary pressures, has brought increased volatility in fixed income markets, raising concerns about their fragility. Yet, U.S. Treasuries remain a safe haven in times of crisis. We examine how central banks play a pivotal role in maintaining market stability and explore the potential impacts of a hypothetical second Trump administration on global markets.
Our conversation extends to the evolving financial landscapes in Europe and Japan, where signs of optimism are emerging despite historical challenges. We explore the implications of Europe’s potential shift towards American-style securitization and Japan's low-interest rates. Meanwhile, the U.S. sees a rise in private credit, invoking comparisons to past financial trends like subprime lending. Get a glimpse into the speculative nature of distressed asset investing, the role of leveraged ETFs, and how trading dynamics have shifted in today’s markets. Engage with us in this exploration of the forces shaping the global economic outlook.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unravel the complexities of balancing income and growth in your investment portfolio with Howard Chan, the visionary founder and CEO of Kurv Investment Management. Discover how recent SEC rule changes have unlocked a world of tax-efficient, institutional-grade strategies for every investor, making sophisticated option-based approaches accessible through ETFs. Howard guides us through Kurv's mission to democratize these advanced strategies, addressing the perennial trade-off between income and growth, especially in the tech sector's fast-paced environment.
Explore the realm of dividend equity ETFs, where innovation meets income generation in unexpected ways. Traditional sectors may dominate with higher dividend payouts, but we reveal a yield premium ETF strategy that transforms tech stock volatility into a steady income stream through covered calls. This innovative approach is not just a theoretical exercise; it's a practical solution for those prioritizing cash flow as retirement approaches. By juxtaposing this strategy with conventional income-generating methods, we illustrate how it can seamlessly integrate into a comprehensive income-focused portfolio.
Tech exposure in portfolios doesn't have to be a gamble. Our discussion sheds light on momentum-weighting strategies and covered call writing, revealing how these can mitigate risk while maintaining growth potential. We unravel how these strategies have led to Kurv's consistent outperformance of benchmarks like the NASDAQ 100, offering both strategic growth and income opportunities. The conversation extends to the tax efficiency of Yield Premium ETFs and the nuances of quarterly rebalancing, equipping you with insights to manage transaction costs effectively while capitalizing on market movements.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Kurv Investment Management and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in conn
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us as Darius Dale, the visionary founder of 42 Macro, unveils his innovative approach to navigating the stormy seas of macro risk management. Discover why traditional market strategies are often shackled by outdated methodologies, and learn how 42 Macro is revolutionizing the field by closing the information gap between Wall Street and Main Street. Darius shares his captivating journey, highlighting the unpredictable events and rapid changes that have shaped the markets in recent years, from the COVID-19 pandemic to dramatic rate hikes.
Explore the evolution of market risk management through the lens of real-time analysis and the power of "nowcasting." As we dissect the limitations of conventional fundamental research, Darius emphasizes the importance of observation over prediction and presents zero DTE options and ETFs as natural evolutions in today’s financial landscape. Drawing on the strength of momentum as a key force in asset markets, he provides a compelling argument for its role in successful market timing, challenging the age-old skepticism about its effectiveness.
In this episode, we also touch on pressing risks and trends, such as the potential for an "equity winter" and the ramifications of fiscal retrenchment. We delve into the complexities of the federal budget, political influences, and global market dynamics, offering insights into how these factors could reshape economic stability. With Darius's expert perspective, you'll gain a deeper understanding of the nuanced landscape of market risks, the Federal Reserve's role, and the broader implications of U.S. election policies. Tune in to arm yourself with the knowledge needed to navigate today’s intricate financial environment.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Can stock market highs exist alongside falling earnings estimates? Join us as Michael Kramer, founder of Mott Capital, unravels this intricate paradox, offering his seasoned perspective on the unpredictable dance between stock trends and earnings. With a background transitioning from a buy-side trader to managing a long-only thematic growth portfolio, Michael shares insights that transcend typical stock predictions, shedding light on market mechanics, bond yields, and the impact of international equities. His unique approach to portfolio management blends bearish outlooks with strategic long-term positions, presenting a fascinating strategy for navigating today's financial landscape.
We journey through the global market's surprising behaviors, focusing on the DAX and S&P 500 indices defying conventional expectations by climbing despite declining earnings estimates. Michael guides us through the complexities of current market valuations, contrasting them with historical norms and questioning the sustainability of unprecedented profit margin forecasts across sectors, including small caps. Are these high valuations a symptom of optimism or a harbinger of challenges? As we dissect valuation trends, we consider whether economic revitalization under new leadership could balance the scales or exacerbate existing market tensions.
Cryptocurrencies, tariffs, and global economic dynamics form the crux of our final discussions, where Bitcoin's contested value and the yen's strengthening play pivotal roles. With the looming possibility of a Bank of Japan rate hike, we explore the ripple effects on global markets. Meanwhile, the strategic implications of tariffs and inflation create a complex tapestry of economic strategies, where liquidity becomes a central theme. Drawing on insights from financial luminary Druckenmiller, we ponder whether interest rates need a recalibration to align with GDP growth. Listen in as we navigate these multifaceted challenges, offering a rich tapestry of insights for investors seeking to understand and strategize in today's volatile financial climate.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets of successful municipal bond investing with insights from industry experts. Join us as we promise to transform your understanding of the municipal bond market, featuring critical insights from Jay McAndrew, Columbia Threadneedle's ETF maestro, and Nicole Vance, a dedicated client portfolio manager. We tackle the financial intricacies of Chicago, challenging conventional ratings and exploring the impact of fiscal and monetary shifts post-election. Nicole shares her personal journey into the world of fixed income and municipal bonds, providing a passionate perspective on the opportunities and challenges within this sector.
Our conversation extends to the strategic intricacies of municipal bond investments, emphasizing the significant role of credit research and the seasoned approach needed in navigating this market. Explore the allure of tax-exempt investments amid political changes and tax reforms, and discover the potential sectors ripe for investment, such as utilities and charter schools. With a focus on evolving strategies, we highlight the market's shift towards mutual funds and ETFs, offering insights into high yield municipal funds and the unique prospects of the municipal market curve. Jay McAndrew further enlightens us on the benefits of the intermediate ETF approach, ensuring you're well-equipped to harness the full potential of municipal bond investing.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Explore the fascinating world of investment with us as we journey through shifting market sentiments and opportunities. Our special guest, Michelle Connell, brings a wealth of knowledge from her diverse career, spanning museum management to leading roles in the tech sector and private equity. Discover how Michelle navigates the complexities of alternative investments, focusing on enhancing portfolios for foundations, charities, and high-net-worth individuals. Her unique perspective offers invaluable insights into the evolving landscape of modern finance.
Venture into the intricacies of the small-cap market and the challenges it presents amidst speculation and market euphoria. Drawing parallels to the early 2000s, we stress the significance of discernment and thorough analysis to separate valuable options from market "junk." Our discussion extends to the private credit space, where we delve into its potential benefits and risks, particularly emphasizing the importance of manager selection and understanding default rates. The episode also explores the nuances of serving institutional clients, where unique strategies are crucial to effectively meet their complex needs.
Embrace the importance of financial advisors and the potential pitfalls of managing investments independently. Through personal anecdotes, including an unforgettable meet with Steve Jobs, we illustrate key investment lessons and the power of storytelling in financial education. You'll also get a sneak peek into an upcoming book that blends humor with practical advice, aiming to engage and inform. Whether you're a seasoned investor or just starting, this episode promises to offer insights that are both enlightening and entertaining.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Could a potential Trump presidency in 2025 redefine the financial landscape? Join us as we engage with the Michael Gayed, Publisher of The Lead-Lag Report, who shares his expert insights on how such political shifts, alongside the compelling rise of cryptocurrencies like Bitcoin, might influence the markets. Michael illuminates the intricate dance between market skepticism, Federal Reserve policies, and gold prices, drawing fascinating comparisons to historical stock market performances across various administrations. Dive deep into the complex interplay of liquidity, market momentum, and asset pricing, and discover what these elements mean for investors looking to navigate potential risks and seize opportunities in 2025.
As we dissect the current market sentiment, we question whether we're on the brink of speculative mania, fueled by retail investors' frenzy in leveraged single stock funds. Get ready for an eye-opening discussion on the potential impacts of a Bank of Japan rate hike and its ripple effects across global markets. Michael also offers a compelling analysis of the intriguing relationship between Bitcoin and gold, touching on generational differences in asset preferences. Prepare for an insightful exploration of bullish assets, like long-duration treasuries and small caps, and their roles amid deflation scares and yield collapses. With a keen look at mortgage rate trends despite fluctuations in the 10-year yield, this episode promises to challenge your investment paradigms and equip you with fresh strategies for the future.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets to smart investing with insights from the illustrious Money Show conference. This episode promises a journey through the event's rich history, from its origins in San Francisco to its expansion across major cities like Orlando, Miami, and Toronto. With captivating contributions from market-savvy speakers like Mike Larson, who boasts a track record of accurately predicting market trends, and gold aficionados Peter Schiff and Brian London, this episode guarantees valuable lessons and memorable experiences for investors of all levels.
Peek behind the curtain as we reveal the meticulous planning that goes into crafting these high-profile gatherings, drawing a diverse crowd from budding investors to the ultra-wealthy. We discuss the strategic alignment of event agendas with current financial trends, ensuring that topics range from crypto to macroeconomic factors. Explore the vibrant social scene that accompanies these events, offering ample networking opportunities and the chance to unwind. Plus, join us for a personal narrative as I recount my financial market journey, from intern to industry expert, and share actionable insights to enhance your investment acumen. Tune in to transform your understanding of the financial world with Money Show.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Renowned entrepreneur and YouTuber Meet Kevin joins us for a thought-provoking conversation on the evolving economic landscape and investment strategies. Discover how Trump's future policies might unexpectedly benefit from Biden's Inflation Reduction Act, creating a deflationary environment, and hear from Kevin about his transformation from a real estate broker to a YouTube sensation and political contender. Kevin's knack for spotting undervalued assets before they gain momentum is a skill he generously shares, offering listeners a fresh perspective on navigating the financial world.
We also tackle the challenges of investing in uncertain times, highlighting critical factors such as valuation, bankruptcy risk, and pricing power in stock selection. Discussing companies like an AI infrastructure firm rebounding from scandal and the embattled solar energy company Enphase, we provide insights into their potential. Meanwhile, the looming threat of a recession and potential future Trump administration policies set the stage for a deflationary cycle. Yet, amidst these hurdles, we maintain optimism for hard asset investors anticipating a dip in interest rates.
In a lively discussion on Tesla, AI, and crypto, we explore the hurdles Tesla faces with Full Self-Driving technology and the broader implications of AI advancements. Kevin also shares his vision for HouseHack, a real estate venture inspired by giants like Berkshire Hathaway, focused on long-term growth through strategic corporate structuring. Throughout, we challenge prevailing market sentiments, drawing attention to the overlooked deflationary trends and the opportunities they present. Tune in for a rich mix of economic insights, personal branding wisdom, and bold predictions that could reshape your investment approach.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of efficient growth with Seth Cogswell of Running Oak Capital. Our latest episode features Seth's fascinating journey from a math-loving North Carolina native to founding a successful investment firm. Seth shares how his father's investment strategy, focused on maximizing earnings growth while minimizing large drawdowns, continues to shape his unique approach. He gives us an insider's view of the launch of Running Oak's ETF, RUINN, and the principles steering his firm's impressive growth. If you're intrigued by how family legacy can influence financial strategy to deliver standout returns, this conversation offers invaluable insights.
We dig deep into Seth's effective investment strategy, challenging conventional market hypotheses. Discover how Seth identifies undervalued companies and capitalizes on market inefficiencies by using forward consensus earnings growth and relative valuation techniques. The discussion also sheds light on risk management and portfolio diversification, with Seth advocating for a broad strategy to manage downside risk and maximize growth. Learn how his disciplined valuation criteria and industry diversification offer a robust margin of safety, especially during market downturns. Tune in to uncover the thoughtful strategy behind Running Oak's success and why Seth believes a proactive approach is key in navigating today's financial landscape.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets to modern market strategies that are reshaping the financial landscape. Join us as we sit down with Fabio Ruggeri, former Bloomberg professional and current AI-driven finance innovator, to uncover the shift from traditional fundamental analysis to technical and alternative data in market strategies. Through Fabio's journey, we explore how major events like the credit crisis and the COVID-19 pandemic have catalyzed the adoption of alternative data sources, such as geolocation and credit card information, fundamentally transforming how we predict market movements and create quantitative trading strategies.
Discover how the world of options trading has transformed over the past decade, fueled by retail traders seeking more accessible and simplified strategies. Options have not only become pivotal in market liquidity and volatility but have also seen their volumes sometimes surpass traditional equities. This episode uncovers the critical role of options in shaping market dynamics, with zero DTE options emerging as key players in driving sudden market shifts and enabling institutional strategies like covered calls. Our discussion highlights the innovative ways derivatives are now integral to market analysis.
Immerse yourself in the cutting-edge tools and educational resources provided by MenthorQ, designed to democratize complex options data analysis for retail traders. From advanced features like gamma level analysis to intuitive option data visualizations, learn how MenthorQ's platform is revolutionizing the trading experience. Fabio shares insights on the importance of education in mastering options trading, using real-world examples like NVIDIA's earnings to demonstrate the power of MenthorQ's tools. We also spotlight the platform’s growth journey, the role of community engagement, and Fabio's invaluable contributions to advancing market analysis.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of MenthorQ and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may hav
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the strategies that keep investors ahead of the curve in a volatile political landscape with our special guest, Porter Collins, known for his pivotal role in "The Big Short." Join us as Porter and I, Michael Gayed, dissect the unpredictable impacts of political outcomes on investments, from Trump-era policies to the influence of high-profile figures like Elon Musk. We tackle the art of maintaining objectivity in a politically charged environment, examining specific trades such as GEO and Fannie Mae securities.
Explore the intricate dynamics of market trends and how they intersect with potential political shifts, particularly under a possible Trump administration. We delve into the implications of military and immigration policies on investments and the strategic role of GSE preferred stocks. Porter shares his insights on the future of corporate tax strategies and the expected scrutiny of major corporations, while we ponder on the economic consequences of budget cuts in sectors like healthcare.
Navigate the complexities of the current economic landscape with an eye on treasury challenges, inflation, and the volatility of financial markets. We reflect on the lessons of the 1970s inflation era and discuss the potential benefits for gold and Bitcoin investors today. From asymmetric investment opportunities to geopolitical factors affecting oil prices, we cover it all. Tune in for a comprehensive analysis of market outlooks, energy trends, and the looming commercial real estate crisis, offering a wide-angle view of the forces shaping today's investment world.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Could deregulation be the key to unlocking a wave of economic growth? Join us as we sit down with Hal Lambert from Point Bridge Capital to explore this bold idea, especially in the context of a potential second Trump administration. We discuss the launch of the MAGA ETF, a conservative alternative to the ESG-dominated market, and its focus on mid-sized banks and investment giants like JP Morgan and Goldman Sachs. With insights from Lambert, we unpack how easing regulations could accelerate mergers, acquisitions, and market growth, reminiscent of the shifts during Trump's first term.
Tech giants are driving the S&P 500, but could political scrutiny shift the tides? We'll uncover how Microsoft's and Amazon's market influence might change and why the MAGA ETF's minimal tech exposure offers a unique risk profile. Our conversation touches on the evolving healthcare landscape under Trump and the potential legal hurdles to new policies. By focusing on industrials and materials, the ETF aims to provide a more balanced investment strategy in a politically charged climate.
What role do politics play in shaping corporate strategies and investments? We highlight the evolving priorities in corporate America and the division within the Democratic Party, with a spotlight on economic growth and national defense. Lambert shares insights on the America-first ETF, aligning investments with conservative values by focusing on Republican-supporting companies. This episode concludes with reflections on leadership dynamics in political parties and corporations, and how these changes could shape future market opportunities.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Point Bridge Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell an
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how to gear up your investment portfolio with leveraged ETFs without stumbling into common pitfalls? Join us for a fascinating discussion with investment gurus Matt Markiewicz of Tradr ETFs and Paul Schatz from Heritage Capital, as they unveil the secrets behind mastering these complex financial instruments. Learn from their vast experiences about the impact of daily resets and the long-term effects of compounding on leveraged products, ensuring you won't be caught off guard by the intricacies these tools present.
Managing investments is no small feat, especially when leveraging products like ETFs in an active portfolio setting. Matt Markiewicz shares his expertise on crafting a robust strategy and risk management plan, while Paul Schatz emphasizes the importance of a tactical approach to asset allocation during market downturns. They break down the significance of path dependency and reset intervals in volatile markets, providing a roadmap for advisors and investors aiming to enhance their financial strategies and protect client capital.
As we navigate the current investment landscape, our guests offer their insights into potential market trends and strategic uses of leveraged ETFs. With a keen eye on the Russell index and its implications, we explore how savvy investors can maintain a core equity position while employing hedging strategies. The challenges of outperforming benchmarks like the S&P 500 are examined, offering practical tips and advice to help both seasoned investors and newcomers alike thrive in the ever-evolving financial world. This episode promises a treasure trove of wisdom and actionable strategies you won't want to miss.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Tradr ETFs and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommen
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of smarter investing with our special guest, Jason Hsu of Rayliant Global Advisors. As a trailblazer who co-founded Research Affiliates and pioneered smart beta strategies, Jason offers a front-row seat to the shifting tides of the US stock market. Join us to explore how the rise of index-based investing in major indices like the S&P 500 and NASDAQ is upending traditional market efficiency, and gain insights into why international markets are increasingly capturing Jason's strategic attention.
Our conversation journeys into the intricate world of emerging markets, with a spotlight on the challenging yet exciting landscape of China's economy. We tackle the complexities of classifying China as an emerging market despite its significant economic prowess and explore the ethical and strategic considerations involved in investing there. Discover why Jason advocates for a new category for China to enhance diversification and the potential benefits of investing in entrepreneurial ventures despite political hurdles and market volatility.
The final leg of our exploration takes us to Japan, where a renewed economic vigor presents intriguing investment opportunities. We dissect the factors behind Japan's transformation, from reduced debts to technological innovation, and why this creates prime conditions for investment in mid and small-cap companies. Our chat wraps up with a look at "The Bridge," a newsletter that distills global insights into actionable investment strategies, promising to enrich both personal and professional investment journeys. Join us for this illuminating discussion with Jason Hsu as we chart these compelling investment landscapes.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Rayliant Global Advisorsand Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a soli
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to challenge your investment strategies as market analyst Michael Belkin of the Belkin Report joins me, Michael Gayed, in an insightful discussion on the evolving global stock market landscape. Are we witnessing a slowly forming market top, particularly as emerging markets and European stocks stumble while US indexes continue to shine? Drawing on the wisdom of market legend John Templeton, we question whether maximum optimism might just be the key to identifying contrarian opportunities. With Belkin's rich background in market analysis and quant strategy, this episode promises a comprehensive exploration of current market conditions and potential turning points.
Our conversation takes a deep dive into the forces shaping bond yields, from Federal Reserve policies to the aftermath of the Trump administration's economic maneuvers. We scrutinize the impact of tariffs, tax cuts, and the pandemic's fiscal stimuli, all of which fuel inflationary pressures and affect bond market sentiment. While skepticism looms over Bitcoin and cryptocurrencies, we explore why gold and gold mining stocks might offer a safer haven, backed by recent central bank buying trends. The strong dollar's effect on emerging markets and the widening credit spreads are also dissected, giving you the tools to navigate these turbulent times.
Turning our gaze to global geopolitics, we unravel the tensions in the Persian Gulf and Ukraine and their implications for market stability. As energy supplies risk disruption and geopolitical threats mount, how should investors adjust their portfolios? With insights from the Vail Investment Forum, we advocate for a shift towards energy, coal, and defensive stocks, while cautioning against the inflated tech and retail sectors. Michael Belkin's research reveals the intricacies of market sentiment, particularly the challenges small caps face in this high-rate environment. To stay ahead of the curve, learn how you can access Belkin's valuable insights through our recommended resources.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor fo
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Can a strong dollar topple the giants of Silicon Valley? Join us as we explore this pressing question with financial expert Larry McDonald, who brings his wealth of knowledge from the world of proprietary trading and his co-authorship of a bestseller on the Lehman Brothers collapse. We dive into the intricate dynamics of how a robust US dollar is impacting market behemoths like Microsoft and Apple, considering their hefty international sales. As we navigate these turbulent waters, we also unpack the recent strategies of the US Treasury under Janet Yellen, discussing the hurdles they present for the future Treasury Secretary amid an ever-changing economic landscape.
Discover the historical echoes of economic policy as we draw parallels between past and present political shifts. From the Reagan era to Trump's presidency, we unravel how political decisions and market psychology intertwine to shape market expectations and valuations. The conversation takes a deeper look at the potential implications of a strong dollar on market movements, offering insights into the strategic maneuvers administrations must employ to harness or withstand these forces. Our discussion sheds light on the complexities of market trends and the pivotal role economic policy plays in steering the course of financial futures.
The final chapter of our discussion reveals a fascinating rotation of capital towards the energy sector, spotlighting opportunities for growth as global demand surges. We delve into Warren Buffett's strategic acquisitions and the shifting dynamics that favor energy stocks over tech, metals, and hard assets. With rising real rates affecting gold investments, we propose strategies for navigating these changes, emphasizing the importance of diversifying information sources. Our episode wraps up with a nod to historian Neil Ferguson, who adds a rich layer of context to our exploration of political and economic developments, making this a must-listen for anyone keen on understanding the current financial landscape.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
What if trade tariffs could completely transform global markets? Join me and Sal Gilberti, CEO of Teucrium and a seasoned commodities expert, as we unpack the profound implications of the tariffs instated during the Trump era. From soybeans to seafood, these policies have redefined purchasing trends, sparking a mix of uncertainty and opportunity in the international trade arena. We explore the intricate connections between major economies like the U.S., China, and Brazil, and how niche markets are navigating these shifts.
Agricultural subsidies are another pivotal factor shaping the commodity landscape. With corn as a prime example, we delve into the dual forces of legislation and weather that influence market prices and farming choices. As we dissect the impacts of the Renewable Fuels Act and the challenges posed by unpredictable climate conditions, the conversation reveals how such subsidies have led to significant aid payments during tariff disputes. Despite these complexities, the essential role of farming in securing our food systems remains front and center.
Lastly, we examine China's formidable influence on global commodities, particularly within agriculture and essential metals. As a powerhouse importer, China's economic trajectory is crucial to market dynamics for soybeans, copper, and other vital resources. Sal and I discuss the strategic investment opportunities that arise, weighing the balance between traditional assets and commodities. This episode offers a comprehensive guide to understanding and investing in the commodity sector, emphasizing diversification and the value of expert insights.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any secu
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Andrew O'Connell's journey from a tennis-loving non-target school graduate to a formidable force in the trading world is nothing short of inspiring. His story paints a vivid picture of resilience, as he climbed the ranks at Vanguard Group only to face a career-defining setback that redirected his path towards full-time trading. Amid the challenges of personal trading compliance violations, Andrew's tenacity eventually led to his remarkable performance in the US Investing Championship. This episode explores how competition fosters accountability and the pressure to prioritize absolute returns over risk-adjusted ones, with Andrew's insights offering a unique perspective on navigating the complexities of the trading landscape.
Listeners are invited to uncover the nuances of technical analysis with Andrew as he shares his expertise on market trends and trading strategies. While acknowledging the limitations of technical analysis as a predictive tool, the conversation delves into its role in assessing market activity and aligning investments with broader financial trends. The discussion draws fascinating parallels between trading and sports, particularly tennis, emphasizing the need to manage personal biases and maintain psychological resilience. By doing so, traders can better cope with consecutive losses and harness the mindset required for success, offering listeners invaluable insights into the world of trading strategies.
The episode also shines a light on the evolving retail trading landscape, especially in the post-2020 era, where social media has significantly impacted trading education. Andrew offers a candid exploration of disciplined risk management and the emotional resilience necessary to endure the market's probabilistic nature. He highlights the contrast between traditional education and social media-driven learning, noting common misconceptions while underscoring the importance of personalized investment approaches. As the episode wraps up, listeners gain a deeper understanding of valuation metrics, market trends, and macro-level influences on stock decisions, all the while being inspired by Andrew's openness to future possibilities and his passion for retail trading.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to crafting a truly balanced investment strategy that withstands the test of time and market volatility. Join us for an insightful episode with Alex Shahidi from Evoke Advisors as we dissect risk parity investing and its potential to revolutionize traditional portfolio strategies. Discover how this approach aims to mitigate the shortcomings of the classic 60-40 asset allocation model by evenly distributing risk across various economic environments and asset classes.
We challenge conventional wisdom by diving into historical market events like the dot-com bubble and the global financial crisis, examining how they exposed vulnerabilities in traditional investment strategies. With risk parity, we introduce a framework that seeks to spread growth and inflation risks more evenly, helping investors avoid the pitfalls of concentrating holdings in a single asset class. This conversation is packed with strategies to reduce volatility and provides insights into the dynamics of constructing a diversified portfolio, especially in the context of cash dominance and shifting economic landscapes.
Explore the complexities of leveraging balanced portfolios with innovative tools like RPAR and UPAR, and learn how they can serve as strategic alternatives to maximize your investment potential. With real-world examples and expert insights, we delve into the nuances of economic cycles, interest rates, and inflation expectations. Gain an understanding of how these factors impact investments and why a diversified approach can offer both security and enhanced returns. Whether you're an aggressive investor or seeking a new diversification strategy, this episode offers valuable perspectives on navigating the ever-evolving financial markets.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time witho
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Laks Ganapathi, a distinguished voice in stock research and short selling from Unicus Research, offers an inside look into the meticulous strategies needed to navigate high-traffic stocks influenced by Reddit and AI trends. You’ll learn how Laks' approach combines deep investigative techniques like channel checks and ex-employee interviews with conventional analysis methods. Through the SolarEdge case study, discover how uncovering discrepancies between company claims and market realities can illuminate the intricate dynamics of short selling.
When it comes to investing, management quality can make or break a company's success, and Laks' insights bring that to light with examples from the airline industry and automotive giant Stellantis. Poor management has the potential to decimate stock value and create operational chaos, a reality underscored by Stellantis' current hurdles. Our discussion also highlights the formidable challenges of shorting stocks in today's unpredictable markets, using Carvana and Reddit as cautionary tales of the risks and rewards that come with betting against the tide.
As political winds shift with Trump’s policies, the economic landscape could change dramatically. We examine the potential repeal of the Inflation Reduction Act and its impact on companies depending on government subsidies. From tech to private prisons, understand which sectors might flourish and which could face headwinds under Trump's administration. The conversation wraps up with a nod to the complexities of economic policy and the unpredictable ripple effects of political change. Stay connected with Laks and Unicus Research for ongoing insights into the ever-evolving world of investment strategies.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover why Doug Peta, the Chief US Investment Strategist at BCA Research, believes it's time to rethink your equity exposure. Unpack the complexities of the business cycle as Doug shares his insights on transitioning from economic expansion to a potential recession. We explore the impact of the Federal Reserve's and Congress's policies over the past four years and why understanding these might be crucial for your investment decisions. If you're curious about how the current economic landscape could affect your portfolio, this conversation promises valuable perspectives on asset allocation timing and the importance of a cautious approach in uncertain times.
Shift your attention to the labor market as we discuss critical indicators shaping the economic outlook. From the JOLTS report to job openings, hires, and quits rates, we analyze the signals suggesting a decelerating labor market and what this means for compensation and consumption trends. As we dissect the role of tax cuts and after-tax compensation, you'll gain a comprehensive understanding of how these elements interplay within the broader economic picture. This segment is essential for anyone looking to grasp the factors that could influence future U.S. consumption patterns.
Finally, we scrutinize the dynamics of the stock market and defensive investment strategies. Consider why passive investment flows might have made the S&P 500 a coincident rather than a leading indicator, and what that means for high valuations and earnings expectations. Explore the resilience of credit spreads, inflation outlooks, and the global economic impact of China. With insights into defensive strategies and the potential for future market shifts, this episode equips you with the knowledge to navigate potential economic and market disruptions with confidence.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Can the victory of a political figure like Trump really reshape market dynamics? Our guest, Axel Merk of Merk Investments, joins us to shed light on the fascinating ripple effects of political change on market behavior. We unpack the impact of a weakening Australian dollar on the gold mining sector, where miners find unexpected advantages in reduced labor costs vis-a-vis gold prices. Axel shares his insights on the post-election market scene, delving into the performance of small-cap stocks like the Russell 2000 and the effects of anticipated regulatory shifts and tariffs.
The fast-paced world of cryptocurrency is next on our agenda, where we navigate the complex web of regulatory and political influences. Platforms like Interactive Brokers and E-Trade offer stability in a landscape often rife with speculation. We ponder the potential expansion of the US's role in the crypto space, alongside the possible economic policy shifts under full Republican control. From fiscal discipline to the concept of a Bitcoin reserve, we explore how these elements might chart the future course of capital markets.
As the episode unfolds, we tackle the challenges and opportunities businesses face under a new administration, especially in highly regulated industries. With gold prices steadfast around $2,700 an ounce, we reflect on the gold mining sector's resilience amid volatile currency markets and pandemic-induced expenses. The discussion broadens to consider diversification strategies, spotlighting the enduring strength in commodities, energy, and materials. Throughout, we provide valuable insights into investment strategies with a nod to historical market trends, investor sentiment, and the timeless allure of gold as a hedge against global uncertainties.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorseme
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Is AI the new frontier of the wealth gap? Join me and tech industry expert Pierre Ferragu as we unpack this critical question, drawing parallels to the transformative yet divisive technological shifts of the late 1990s. Pierre shares his groundbreaking research on what he provocatively terms "Artificial Stupidity," challenging our assumptions about AI's role in concentrating wealth. Together, we navigate the echoes of history, considering AI's potential to mirror the post-dot-com evolution of the internet and the looming risks of over-optimism.
From the dominance of the US in AI design and manufacturing to the fierce competition in the chip market, we map out the landscape where innovation and rivalry coexist. The strategic significance of Taiwan's TSMC, the rise of China's government-backed ventures, and Tesla's relentless pursuit of full autonomy are all part of this intricate puzzle. We also shine a spotlight on NVIDIA's reign in the chip arena, while pondering Intel's struggles and AMD's promising potential. With these insights, prepare to explore the complex dynamics shaping the future of technology and its far-reaching implications.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of strategic global investments with our special guest, Chris Browne, the Chief Investment Officer at Democracy Investments. Discover how democracy can shape investment strategies as Chris walks us through his innovative use of the Economist Democracy Index. This approach favors investing in democratic nations like Norway and Japan while underweighting authoritarian regimes such as China and Russia. We explore how this strategy affects industry allocations, like the shift from consumer discretionary to materials, and the reallocation of energy investments from the Middle East to more democratic regions, reflecting on past economic eras to understand today's complex market dynamics.
In a world dominated by tech giants, navigating market shifts and geopolitical challenges can be daunting. We analyze how the current geopolitical landscape, including China's economic struggles, impacts global markets and how this creates opportunities, especially in regions like the Eurozone. Chris sheds light on the potential diversification benefits of international investments and the relative valuation advantages they hold over the US market, even in the tech sector. Connect with Chris's insights through his active online presence and learn more about the promising landscape of democratic-leaning investment strategies as essential components of your portfolio.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the intricate dance between geopolitics and investment strategies with our esteemed guest, Marco Papic, a seasoned expert in the field. Our conversation unravels how fiscal policies and international tensions shape financial markets, especially in the context of the U.S. and its evolving relationship with major powers like China and Russia. Marco introduces the concept of a geopolitical trilemma, presenting the multifaceted challenges faced by policymakers today and their ripple effects on commodity markets.
We delve into the economic landscape under Trump's presidency, exploring the potential ramifications of fiscal policy shifts. With an imminent era of larger deficits and economic stimulus, we dissect the impact on bond yields, inflation forecasts, and the broader global economy. Our discussion highlights the cautious optimism surrounding a softer US dollar, rising bond yields, and their potential to reshape the US stock market and foreign investment trends. This narrative extends to emerging markets and commodities, posing significant questions for global investors.
In the final chapter, we navigate the complexities of Trump's influence on global markets and international relations. Comparing the distinct approaches of Trump and Obama, we consider the strategic implications for NATO and Ukraine. The episode also turns an eye towards Trump's policies on China and the potential economic repercussions. Engaging with these geopolitical dynamics, we aim to provide investors with the tools to better understand and navigate today's complex global landscape, ensuring a more comprehensive grasp of the intricate ties between politics and investment.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Renowned macro analyst Lyn Alden and several others joins us to unravel the intricate world of fiscal dominance affecting major economies like Japan and the U.S. Can massive public debts really constrain monetary policy's effectiveness? By analyzing Japan’s towering debt-to-GDP ratio, we explore the knock-on effects in sectors such as Social Security and defense. Lyn provides a comprehensive look at the future of fiscal dominance and the potential parallels with the U.S. scenario, making a bold statement about the evolving economic landscape and what it might mean for government spending patterns.
The landscape of monetary policy is in flux, and we dive into the transition from zero-interest rates to a world of rising rates. As inflation concerns mount, how do these shifts impact the Federal Reserve’s strategies? Join Jim and Larry as they discuss the challenges of adjusting to a high-interest rate economy. With debt growth outpacing GDP, we consider the possible repercussions for the dollar, and delve into the debate over alternative assets like Bitcoin and gold. This exploration sets the stage for understanding how fiscal and monetary policies intertwine and the possible shifts in spending habits they might provoke.
In our engaging discussion about Bitcoin and gold, experts like Peter Schiff and Jim Bianco weigh in on their current and future roles in the financial landscape. Is Bitcoin truly digital gold, or is it a speculative bubble waiting to burst? We tackle the emotional aspects of investing and how geopolitical uncertainties might influence market sentiment.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Quantify Funds and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, fin
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us as we challenge the status quo with James Fishback, founder of Azoria Partners, as he questions whether racial and gender quotas in hiring are truly beneficial for businesses. James shares his journey in the investment world and his dedication to crafting affordable investment opportunities for everyone, while celebrating the power of retail investors who are reshaping the financial landscape. Discover how these retail investors are using trend-spotting savvy to rival traditional Wall Street giants and learn why James believes skill and expertise should be the cornerstones of hiring practices.
We take a critical look at the struggles of traditional Wall Street models to adapt to the modern era, particularly in recognizing the potential of trailblazers like Palantir, NVIDIA, and Tesla. The conversation moves to trading apps like Robinhood and Webull, assessing how they've revolutionized investor behavior and inadvertently fueled impulsive decisions. Strategies to counteract these behavioral biases are shared, and we urge for a return to a merit-based system free from political interference, where decisions are driven by capability and not quotas.
In our exploration of diversity and meritocracy, we acknowledge the complexity of these themes within large corporations. The conversation scrutinizes how some companies may sacrifice performance for social agendas through forced diversity initiatives. James shares insights and personal reflections on promoting merit-based hiring beyond mainstream media, inspired by his grandmother's pragmatic and strategic investment approach. Follow our newsletter and social media for ongoing insights into market and geopolitical trends, and join us as we advocate for a shift toward genuine meritocracy in business practices.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the complex world of leveraged and inverse ETFs with Wall Street veteran Matt Markiewicz from TradrETFs, who brings 27 years of industry insight to the table. Get ready to unravel the intricacies behind these financial instruments designed for short-term amplified returns, and understand why they may not be the best fit for long-term investments. Matt, with his extensive experience at iShares and beyond, shares how smaller players like TradrETFs navigate a space dominated by giants like BlackRock and Vanguard, offering unique perspectives and innovative strategies.
Our conversation sheds light on common misconceptions about leveraged products, likening leverage to financial tools we use every day, such as mortgages, while highlighting the need for caution, particularly amid market volatility. We explore the dynamics of the ETF industry, where understanding daily resets and compounding effects becomes crucial for effective investment management. Matt also delves into the mechanics of ETFs, including the use of swaps for leverage and the significance of diversifying counterparties to mitigate risks during financial downturns.
Looking to the future, Matt presents new horizons for ETFs beyond equities, especially in treasury investments. TradrETFs is pioneering new paths by offering products that aim to deliver consistent leveraged returns over a month, aligning with longer-term investment goals. From semiconductor exposure to international investor needs, this episode is packed with insights and practical advice for both seasoned investors and those new to leveraged ETFs. Engage with us in this enlightening conversation and gain a deeper understanding of how these financial products can fit within a diversified portfolio.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of TradrETFs and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Uncover the secrets behind the world's most dynamic markets with Phil Wool, the head of portfolio management and chief research officer at Rayliant Global Advisors. Navigate the intriguing differences between developed and emerging markets, and learn how Rayliant Global Advisors leverages behavioral finance and market anomalies to craft innovative strategies. Phil Wool shares his deep expertise, focusing on how these anomalies present unique opportunities, particularly in markets where retail investors have a profound impact, such as China, Korea, and Taiwan.
Gain insights into how emerging markets like Korea's family-owned conglomerates, known as Chaebols, shape the investment landscape with their distinctive governance structures. Explore the debate surrounding active versus passive investment strategies, and understand how systematic approaches can exploit opportunities in both efficient and less mature markets. Phil Wool offers a peek into the strategic decisions behind Rayliant's active ETFs and their potential to capitalize on market inefficiencies often overlooked by traditional indices.
Discover the intricacies of quantamental strategies and the role of strategic partnerships, such as the collaboration with Sumitomo Mitsui DS Asset Management for a Japan fund. Examine the broader implications of geopolitical shifts and economic growth in emerging markets beyond China, particularly in India and Taiwan. This episode promises a comprehensive understanding of emerging markets, offering a unique perspective on how to navigate these complex and vibrant economies for potential alpha.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Rayliant and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other finan
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Could leveraging new ETFs revolutionize your investment strategy? Join us as we promise to unpack innovative leveraged ETF strategies with Russell Tencer, President of AXS Investments. We dissect the limitations of conventional daily reset leveraged ETFs and how they sometimes fall short for long-term performance. Discover the game-changing potential of calendar reset leveraged ETFs, designed to offer sustained leverage over longer periods. These products could be a crucial tool for financial advisors and self-directed traders eager to align their strategies more effectively with long-term investment goals.
Russell shares insights on AXS Investments' pioneering approach with single stock ETFs, spotlighting Tesla and Nvidia shorts in a competitive market. We explore the critical role of first-mover advantage and the necessity of a unique value proposition. Our discussion navigates the broader application of leveraged ETFs in emerging markets, underscoring the significance of investor education on leveraging risks and benefits. Whether you're eyeing short-term tactical trades or longer-term strategic bets, the insights in this episode aim to enhance your understanding and approach to leveraged ETF trading.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Can high mortgage rates hold homeowners captive in their current situations? Spencer Jakab, the global editor of Heard on the Street at The Wall Street Journal, joins us to unravel the complex web of the housing market, where historically low mortgage rates have shackled homeowners, creating stagnant turnover and inflated prices. Gain insights from Spencer as he shares the intricacies of choosing topics for financial commentary and uncovers the global disparities in stock market valuations, illustrated by the Hyundai IPO in India. Together, we explore how engaging content is crafted to meet reader expectations in a fast-paced digital world.
The economic landscape is shifting, and rising yields are at the forefront of this transformation. We delve into the cascading effects of increased borrowing costs on mortgage rates and housing turnover, painting a picture of a market in flux. As we discuss the potential impacts of political decisions on federal budget deficits and public debt, the conversation expands to a global scale. Discover the interconnectedness of economies as we draw parallels with other nations' fiscal challenges and speculate on the ramifications of political changes.
US stocks have shown remarkable dominance, but is it time to look beyond familiar borders for investment opportunities? Our discussion moves to the global stage, where Warren Buffett's strategic moves in Japan highlight the potential rewards of diversifying into undervalued markets. We examine the trends in AI investments and their uncertain returns, drawing comparisons to past technological booms. Throughout, we underscore the importance of overcoming home country bias and the benefits of a diversified portfolio in capturing opportunities across emerging and undervalued markets. Join us as we navigate these compelling financial narratives and the challenges they present to modern journalism.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us as we welcome Anthony Crudele, a seasoned trader with a remarkable journey from the fast-paced CME Group floor to a more mindful approach to trading. After experiencing a life-altering heart attack at the age of 36, Anthony shares how he took inspiration from sports icons like Tom Brady and Michael Jordan to cultivate a calm and reflective trading demeanor. His early experiences with E-mini futures, coupled with the advantages they offer over ETFs, laid the foundation for his evolution into media with the Futures Radio Show, where he continues to share his passion for trading.
Throughout our conversation, Anthony unpacks the complexities of leverage and risk management in futures trading, contrasting it with the challenges of day trading stocks. He provides a candid look at his strategies for navigating market conditions, drawing insights from significant periods like the 2008 financial crisis. With personal anecdotes, Anthony explains how he uses options on futures to manage leverage and the key differences between his futures and stock trading strategies. His reflections on market volatility, especially during personal events, offer a unique perspective on risk-taking behavior.
In this episode, we also explore the smaller details of market behavior, discussing the impact of low-volume rallies and macroeconomic factors like interest rates and inflation. Anthony provides an enlightening analysis of small caps and how they influence broader market indices. To round out the discussion, we touch on investing in gold and oil markets, emphasizing mindfulness and emotion regulation. Anthony's insights highlight the importance of maintaining a balanced mindset in a trading environment filled with uncertainties and opportunities, offering valuable takeaways for traders at all levels.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to mastering the art of technical analysis with insights from the brilliant Katie Stockton of Fairlead Strategies. Together, we dissect the intricate world of investing strategies, emphasizing the pivotal importance of diversified exposure in financial markets. Learn how to navigate the emotional rollercoaster of fear of missing out (FOMO) with the precision of chart analysis, as we unravel the recent "big rotation" from tech to utilities that has reshaped market dynamics.
As yields shift and AI speculation stirs the pot, the utilities sector stands out with surprising momentum. Discover how the TAC ETF strategy leverages an equal-weight sector approach, prioritizing utilities over tech, and why diversified risk-off exposures are crucial amid the challenges faced by long-term treasuries. This episode emphasizes the merits of a long-term investing approach, offering strategies to limit drawdowns and position portfolios for future market cycles. Gold and short-term treasuries take center stage as valuable assets in today's unpredictable landscape.
Expand your perspective beyond US borders as we explore global markets, delving into technical analysis's role in assessing liquidity and macro-driven trends. Katie Stockton's expertise offers guidance on risk management and confirms breakouts in international markets, with a spotlight on China.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join us for an enlightening discussion with Leland Miller from China Beige Book as we unpack the intricate web of China's economic landscape. From the challenges faced by Chinese households in securing diversified investments to the enigmatic nature of the stock market, we navigate a realm where policy often overshadows growth. Discover why even the most anticipated government stimuli may fall short without pivotal reforms in foreign investment and legal infrastructure. Through a critical lens, we examine the structural dynamics that favor state enterprises and dissect the demographic hurdles that loom over China's economic horizon.
Our dialogue takes an intriguing turn as we explore China's geopolitical maneuvers, delving into its strategic engagements with nations like India and its technological aspirations in AI, quantum computing, and biotech. The episode unveils the implications of these ambitions on both military capabilities and global tech policies, with a particular focus on the U.S. stance on technology transfers. We also cast a spotlight on China's military ambitions and its intense focus on Taiwan, fueled by a resource-intensive strategy aimed at achieving its objectives by 2027.
We wrap up by casting a spotlight on key sectors within China, from the shifting dynamics in the luxury market to the resilient rise of the electric vehicle industry, propelled by substantial state support. As we dissect the property sector's evolution and the government's intricate balancing act to maintain stability, the episode challenges the reliability of traditional economic indicators, advocating for a more nuanced understanding of China's economic health. Whether you're an investor, policy maker, or simply curious about China's evolving role on the global stage, this conversation promises to offer valuable insights and provoke thought.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Axel Merk from Merk Investments joins us to unravel the complex and ever-evolving world of gold investing. If you're curious about how economic cycles and Federal Reserve policies shape gold's trajectory, this episode promises enlightening insights. Axel’s multifaceted background in AI and currency management brings a fresh perspective to understanding gold as a stable asset amid economic fluctuations.
Our discussion shifts gears to the gold mining sector, highlighting the differing strategies and financial discipline of large and small mining firms. Discover how smaller mining companies act as options on gold discoveries, navigating unique challenges like funding access and competition with speculative investors. Dive into the junior mining space to uncover potential investment opportunities and strategies for capitalizing on market volatility with active management, particularly through closed-end funds.
We emphasize the critical role of transparency in managing gold mining funds, discussing efforts made to enhance investor communication and fund valuation. Axel sheds light on the importance of geographic diversification and strategic avoidance of certain regions, while addressing misconceptions about gold miners and market conditions. As we wrap up, the episode underscores the necessity of diversification in investments and invites you to explore these topics further in our upcoming webinar.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if the key to understanding asset value lay not in traditional stocks or bonds, but in the complexity of options? Join us as we sit down with seasoned trader Cem Karsan, who offers an insightful look into how options are transforming from mere derivatives to pivotal elements in market analysis. With a staggering $30 trillion in new investments forecasted to hit the market this year, Cem discusses the nuances of risk management and collateral leveraging, drawing from his extensive trading floor experience. His unique perspective shines a light on how options provide a clearer picture of asset distribution, challenging conventional wisdom.
Venturing into the global emerging markets, we examine how geopolitical tensions and election-related positioning could influence market behavior, particularly in a period Cem terms as a 'window of non-strength.' The ebb and flow of market trends and the anticipated re-leveraging towards the year's end are dissected, offering a forward-looking view on investment opportunities. Despite external uncertainties, the conversation remains optimistic, analyzing the structural forces behind interest rate trends and the misconception that Federal Reserve policies have solely driven inflation. The discussion probes deeper into economic inequality, stirring thoughts on the sustainability of current economic systems.
Rounding off the episode, Cem shares invaluable insights into his investment strategies and educational projects through Kai Volatility and Kai Wealth. Listeners are invited to engage with Cem via his social media handle @jam_croissant and explore his podcasting endeavors, including "Top Traders Unplugged." Whether you're curious about the future of passive investing or eager to learn from a respected voice in finance, this episode promises to broaden your understanding of today's intricate financial landscape.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us as we uncover the untapped potential of AI investing with expert Kevin Mahn, who challenges the notion that NVIDIA is the be-all and end-all of the AI world. Maughan, fresh from his presentation at the Money Show, shares his insights on the broader AI ecosystem that includes exciting opportunities in semiconductors, software, hardware, and data centers. He emphasizes the importance of looking beyond the obvious choices to discover hidden gems within the AI landscape, much like the overlooked players in the vast e-commerce ecosystem beyond Amazon.
Our discussion also ventures into the critical role of energy in AI's future, spotlighting nuclear power as a green solution to meet the growing demand. With intriguing partnerships like Constellation Energy teaming up with Microsoft, Mahn explains how traditional utilities are positioned for stable growth while supporting the AI and energy revolutions. We explore the potential bottlenecks in nuclear energy adoption and what needs to change to accelerate its integration into AI's energy grid. Discover why utilities might just be the unsung heroes in the race to power the AI-driven future.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Explore the fascinating interplay between Federal Reserve policies and market trends with our guest, Sam Stovall, Chief Investment Strategist at CFRA Research. Ever wondered how election years shape market behavior? We unravel historical patterns that suggest why 2023's equity markets showed resilience and what might be on the horizon for 2024, including the potential for higher volatility and strategic investment opportunities. Stovall shares insights into how past election years have paved the way for market strength, offering a valuable context for today's investors.
Join us as we assess the state of the current bull market, highlighting the performance disparities between small-cap and large-cap stocks. Curious about what keeps small-caps from reaching new highs? We delve into the factors at play, from investor preference for tech giants to the looming shadow of interest rate hikes by the Fed. We also turn our attention to the shifting yield narratives and their implications on the global stage, particularly in light of China's economic maneuvers and the commodity market's response.
In our conversation on sector rotation and long-term investment strategies, we explore the nuanced relationships between gold prices, fiscal policies, and investor sentiment. Learn why the healthcare sector could be a hidden gem for growth, driven by demographic shifts and technological advancements. We also tackle the big questions around global equity performance and the potential rotations within the market, all while stressing the importance of diversification and historical awareness in navigating uncertain times. Don't miss out on these insights that could shape your investment strategy for the future.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets of Columbia Threadneedle's groundbreaking investment strategies with insights from our special guest, Jay McAndrew. Discover how this asset management leader is reshaping the industry by seamlessly blending active insights into passive ETF models, all while focusing on a select group of 350 top-rated stocks. Jay draws from his wealth of experience to shed light on the firm's unique approach to replicating the Russell 1000 and how innovation in research-driven processes is setting the stage for future success.
Our conversation dives deep into Columbia Threadneedle's cutting-edge research-enhanced ETF strategies. Learn how their centralized research platform empowers active managers to outperform the market by excluding underperforming stocks and focusing only on top-rated assets. We also discuss the brand's ambitious plans for 2025, from customizing exposure to volatile markets like China to harnessing the potential of emerging market consumption and democracy. Special attention is given to the Research Enhanced Core Solution, a portfolio strategy that optimizes performance by removing the 'losers' and focusing solely on strong picks.
Explore the complex dynamics of the China-India demographic shift and how Columbia Threadneedle's innovative approaches provide strategic advantages. From the successful launch of the Indian Consumer ETF, which boasts impressive annualized returns, to the EQIN dividend income franchise that thrives during rate-cutting cycles, the episode unveils the strategic foresight that keeps Columbia Threadneedle ahead in the asset management game. Join us as we unravel these sophisticated strategies and their implications for investors navigating today's complex market landscape.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Columbia Threadneedle and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without noti
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Uncover the secrets of financial success with the multifaceted Ken Mahoney, a distinguished figure with accolades stretching from Wall Street to Broadway. He's not just a financial heavyweight; with multiple Tonys and Emmys under his belt, Ken brings a unique blend of experience that will reshape how you view investment strategies. Explore the compelling dynamics between fiscal and monetary policies, and how they influence market volatility. Together, we dissect the art of stock picking versus fund picking, emphasizing the power of momentum and financial health, while steering clear of underperformers that consistently miss earnings.
Our dialogue takes a fascinating twist as we compare the risk-reward dynamics of Wall Street and Broadway, fueled by Ken's unique journey. We delve into the potential impact of political shifts, like a Trump presidency, on market dynamics and inflation. Discover how Mahoney GPS can be your compass in navigating financial uncertainties, empowering investors with insights across platforms like Twitter, LinkedIn, and Facebook. Prepare for a journey that promises to enlighten and equip you with strategies to conquer your financial goals, all woven through Ken's captivating personal narrative.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Unlock the secrets to understanding market trends with insights from David Keller of Sierra Alpha Research. Ever wondered how to spot the exhaustion of a market trend before it's too late? Our conversation promises to equip you with the tools and techniques needed to enhance your situational awareness in investing, helping you sidestep the pitfalls of emotionally-driven decisions. Keller sheds light on the human element in investing, discussing how emotions can cloud judgment despite a plethora of available data. We dive into the impact of algorithms and confirmation bias on investor behavior, highlighting the critical need for heightened awareness to make informed choices.
In our discussion, we tackle the art of portfolio management and investment strategy, focusing on practical approaches like using exponential moving averages to track market trends across various timeframes. We explore the importance of having a robust exit strategy, featuring tools such as the chandelier exit system to make decisive moves when positions falter. Keller shares his views on balancing individual securities and ETFs through a core and explore model, while offering insights into recognizing new market trends and the necessity of adapting to dynamic market conditions. Plus, learn the importance of admitting mistakes and leveraging historical market knowledge to shape current strategies. Join us and discover how to make smarter, more strategic investment decisions.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Ever wondered how the ETF industry is mirroring the innovation boom of biotech? Tune in as Eric Balchunas from Bloomberg unpacks the fascinating parallels in our latest episode. We promise you'll gain eye-opening insights into how specialized ETFs are becoming the go-to solutions for investors seeking everything from premium income to market buffers. Eric also highlights a cultural shift towards riskier investment strategies that are shaking up traditional asset allocation, offering both thrilling opportunities and potential pitfalls.
We explore how the transformative ETF rule is paving the way for more complex, derivative-included launches, drawing in thrill-seekers and those in search of sophisticated tax management. With products that echo the expertise of ex-hedge fund professionals, the landscape is becoming more layered and intriguing. Eric shares his take on how the industry is tapping into investor psychology and behavioral biases, crafting solutions that speak to modern financial needs. Don't miss this engaging episode where finance meets creativity, and learn how you can stay ahead in this ever-evolving market.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Unlock the secrets of modern retail investing with the legendary Keith Fitzgerald, who brings over 45 years of unparalleled experience to our latest episode. Join us as we uncover Keith's groundbreaking "quantummental" strategy, a fusion of top-down and bottom-up analysis that allows investors to tap into transformational themes like digitalization and AI. Keith shares his wisdom on aligning with "must-have" companies such as Apple and Chevron, offering a roadmap to capitalize on long-term trends while skillfully navigating the market's ever-evolving landscape.
In a world where computerized trading and zero DTE options dominate, Keith reveals how a disciplined approach and a clear exit strategy can make all the difference. From setting profit targets to understanding when changes in a company's direction, like dividend cuts, may warrant a sell decision, he lays out a methodical path to investing success. This episode isn't just about financial strategies; it's about making a meaningful impact on people's lives. Keith's passion for sharing knowledge extends beyond our conversation, inviting listeners to continue the journey through his media appearances and KeithFitzgerald.com. Prepare to be inspired and equipped with insights that could transform your investment approach.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Support the show
Unlock the secrets to a resilient retirement strategy with Christine Benz from Morningstar as we explore the nuances of effective portfolio construction. Gain insights on the bucket approach, a method designed to weather market downturns by maintaining a cash cushion equivalent to one to two years of spending. Christine imparts her expertise on the famous 4% withdrawal rule, adapting it to the current economic climate, and discusses how evolving fixed income yields, equity valuations, and inflation forecasts suggest a more conservative approach for retirees in 2024. We'll also challenge the traditional view of bonds as the safest assets and examine the potential of blue-chip dividend stocks as an alternative means to stability.
Navigate the psychological hurdles retirees encounter when shifting from saving to spending with actionable strategies to make this transition smoother. From practice spending to considering annuities, we uncover solutions to the "permission to spend" challenge many retirees face. With a growing number of individuals planning to extend their working years due to financial necessity, we address the reality of health and job-related limitations on these plans. Throughout, we highlight the invaluable insights Christine Benz shares across her book, articles, videos, and the podcast "The Long View," guiding listeners towards a pragmatic approach to retirement planning. Explore these rich resources and equip yourself for a thoughtful retirement journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared and at risk of having outdated wills. Dive into how modern technology and AI could simplify this daunting process, ensuring your estate plan remains current and effective.
Navigating the digital world posthumously can be a legal quagmire, but there are solutions. Jamie sheds light on the Revised Uniform Fiduciary Access to Digital Asset Act (RUFADA) and how it grants fiduciaries access to digital assets, provided they're mentioned in legal documents. We tackle the tough challenges of valuing digital assets and the operational struggles families face without crucial digital access. This conversation is a must-listen for anyone looking to future-proof their estate plans in the age of digital dependency.
Selecting the right estate attorney is a task of utmost importance, and Jamie provides invaluable guidance on making this crucial decision. From understanding family dynamics to acknowledging the inevitability of mortality, he emphasizes the need to work with a professional who can navigate the intricacies of modern estate planning. Learn about the benefits of joint and separate meetings for couples and why drafting your own will could lead to unforeseen complications. Let Jamie’s expert advice steer you toward a smoother, more secure estate planning journey.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Renowned economist Ed Yardeni joins me on Lead-Lag Live to unpack the roaring market trends and economic shifts of our time. Known for his bullish perspective, Ed sheds light on the resilience of the US economy, drawing fascinating parallels to historic periods like the 1920s and 1990s. We explore why expansions often last longer than recessions and how this outlook aligns with current market dynamics, especially the persistent appeal of large-cap stocks amidst a small-cap earnings stagnation.
We'll navigate the intricate dance of market expectations with a focus on the Federal Reserve's maneuvers and the geopolitical undercurrents affecting gold prices. Our conversation critiques the concentration risk within the tech sector, reminiscent of the late 1990s, and delves into the realm of antitrust worries and fiscal policy's unpredictable impacts. Tune in to hear our insights on the necessity of maintaining objectivity in investment strategies, regardless of political climates, and how to construct a portfolio resilient to inflation, inspired by Mark Faber's risk parity model.
In our exploration of global economic shifts, we discuss the US market's impressive performance since 2010 and its resilience in the face of global uncertainties, with a nod to India's emerging strength. Despite predictions of recession due to aggressive monetary tightening, the US economy's surprising robustness is noteworthy. We ponder the potential continuity of the current bull market into the decade's end and the risks of overheating, while also considering the influence of social media in shaping investment strategies. Join us for an enriching conversation that promises to expand your understanding of our evolving economic landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the layers of modern investing with Keith Dicker, founder and Chief Investment Officer of IceCap Asset Management, as we navigate the volatile world of Canadian equities and their global counterparts. Keith unveils the complexities of portfolio diversification beyond the traditional 60-40 split, urging investors to embrace a mix of cash, currencies, sovereign debt, credit, equities, and commodities. Together, we dissect the fervor surrounding equities and anticipate market shifts following the American elections, amid fears of a global economic slowdown.
Canada's rapid population growth presents unique economic challenges, straining housing, infrastructure, and public services, while slowing economic output per capita and heightening recession risks. Keith and I discuss Canada's recession history, typically oil-driven and centered on Alberta, yet warn of potential balance sheet recessions impacting housing and corporate lending. The conversation expands to interest rate dynamics, exploring looming inflationary pressures and recession concerns in both Canada and the US, as dictated by the Bank of Canada and the Federal Reserve.
Central banks might lean towards jumbo rate cuts, with the Bank of Canada poised for significant decisions as inflation hovers precariously. Keith and I delve into the possibility of a sovereign debt crisis and the intricate balancing act facing policymakers, reflecting on past economic policy failures. Commodities emerge as a critical component of diversified portfolios, offering a hedge against geopolitical and inflationary uncertainties. We champion a customized approach to portfolio management, especially for family offices, critiquing the investment industry's tendency to misattribute success and failure.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Explore the complexities of modern capitalism with our insightful guest, David Stockman, the former budget director under Ronald Reagan. Discover how the legacy of Reaganomics continues to shape our economic landscape, as Stockman sheds light on the successes and failures of past fiscal policies. We're tackling the pressing challenges of federal deficits and monetary policy, offering a comprehensive look at how historical decisions impact today's and future administrations.
Uncover the potential consequences of the Federal Reserve's monetary maneuvers on bond prices, interest rates, and market stability. We dive into the intricacies of maintaining low interest rates amidst persistent inflation and the looming specter of stagflation. Through a critical analysis of past and present economic cycles, such as the 2019 panic, we emphasize the delicate balance required to avoid recession and the limitations of the Fed's capabilities in influencing economic outcomes.
Gain a global perspective on financial markets as we discuss the roles of hard assets like gold and Bitcoin in uncertain times. We'll also address geopolitical tensions and the potential implications for global debt issues. With a touch of optimism, we consider how artificial intelligence might drive future productivity, offering a possible avenue to navigate current financial challenges. Don't miss our spotlight on David Stockman's Counter Corner newsletter, a treasure trove of in-depth economic analysis and insights.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Michael Taylor, PM of the Pink Fund, shares his extraordinary journey from the lab to the world of finance, bringing a unique perspective on investment strategies in the healthcare sector. With a background in molecular biology, Michael has transitioned successfully from a gene therapy scientist to a key player in healthcare finance. Learn how his scientific insights have fueled the creation of Pink, a groundbreaking healthcare ETF that supports breast cancer research through the Susan G. Komen Foundation. This episode promises a rich exploration of how financial success can walk hand in hand with philanthropy, making a tangible difference in the fight against cancer.
Get ready to navigate the complex landscape of active versus passive investing as we dissect the challenges of managing ETFs versus hedge funds. Michael offers a candid account of his experiences in shorting within the healthcare sector, highlighting the importance of maintaining a concentrated portfolio and the relentless pursuit of opportunities to generate alpha. With a spotlight on the role of leverage in high-stakes environments like Citadel, discover the intense pressures of performance and the clever strategies that hedge fund managers employ to stay ahead. This episode unpacks the delicate balance of risk and reward in the competitive world of healthcare finance.
As we look toward the future, Michael offers a compelling vision of innovation-driven returns in the healthcare sector. From the surprising momentum of GLP-1 drugs to the transformative impact of AI in biotech, this conversation explores the evolving strategies that promise to reshape the industry. Hear firsthand how political changes and groundbreaking developments are influencing investment approaches, and why strategic research collaborations are key to understanding financial markets. Join us for an insightful dialogue that bridges science and finance, illustrating the power of informed investing with a philanthropic edge.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Simplify and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or oth
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join me, Michael Gayed, as I sit down with seasoned investor Gary Brode to tackle some of the most pressing issues in the financial world today. How effective are current regulations in the fight against foreign money laundering, and what role does Senator Elizabeth Warren play in this landscape? We dissect the effectiveness of fines and discuss potential legislative changes needed to truly make an impact. Gary lends his expertise to a complex conversation on inflation, arguing it's more a product of unchecked government spending and debt monetization than Federal Reserve actions. His insights remind us of the historical pitfalls of fiat currencies, sparking a critical examination of systemic economic challenges.
The conversation takes a global turn as we navigate the intricacies of China's economic stimulus and its far-reaching effects on international markets. Are such government-driven market interventions sustainable in the long run? Gary and I highlight the investment potential we see in small-cap and micro-cap companies that promise robust growth amidst these uncertainties. Bitcoin's role as a political talking point is more relevant than ever, with significant implications for investors seeking long-term gains. We discuss how understanding market misconceptions can uncover hidden opportunities for the astute investor.
As global energy demands rise, we turn our focus to uranium and nuclear energy's pivotal role in achieving carbon-free energy generation. We address the supply and demand dynamics impacting uranium pricing and the challenges faced by major producers. With a nod to authenticity, I emphasize the importance of integrity in investment strategies, drawing on the genuine connections I've built over time, including my relationship with Gary. This episode is packed with insights for anyone looking to deepen their understanding of the current financial landscape and spot emerging investment opportunities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the untapped potential of politically responsible investing with Hal Lambert of Point Bridge Capital in this thought-provoking episode. We unravel the mysteries behind market cap-weighted indices and explore how equally weighted strategies might better illuminate true security selection. Hal shares insights into the political currents shaping corporate America, especially how companies align with left-leaning pressures, and introduces us to his politically-focused ETF that has been thriving for seven years. This conversation challenges the status quo, offering a fresh perspective on investing in today's politically charged landscape.
We take a deep dive into the influential role of corporate political contributions on both elections and business performance. Uncover how corporate PACs and employee donations wield significant influence, and how the shift from shareholder to stakeholder priorities has pulled corporate America leftward. With regulatory challenges on the horizon, this episode looks at how sectors like industrials and oil and gas, represented in the MAGA ETF, are strategically navigating these pressures. Hal and I discuss how these industries' conservative leanings are correlated with financial success and what that means for investors looking for political alignment in their portfolios.
As the 2024 U.S. presidential election looms, we speculate on its potential impact on the economy and investment strategies. Delve into the nuances of how a Trump or Harris presidency might alter policy decisions, taxes, and economic growth. We also consider the broader implications of interest rate changes and a potentially divided government on financial markets. Concluding with an examination of ETF liquidity and tax efficiency, we highlight the unique offerings of the MAGA ETF for those eager to align their investments with their political beliefs. Engage with Hal Lambert through investpolitically.com for further insights into aligning your investments with your values.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Point Bridge Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as i
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Economic landscapes can be complex, especially in a post-pandemic world. Join us for an engaging discussion with Danielle DiMartino Booth, a former Federal Reserve insider, as she shares her insights on the evolving economic trends and the limitations of traditional inflation metrics. Discover how Jerome Powell's leadership and interest rate strategy draw parallels to the iconic Paul Volcker, and unravel the mystery behind rising 10-year rates amid the Fed's rate cuts. We also take a closer look at employment data, examining the potential for deeper job cuts and the quiet layoff strategies employed by major companies like Verizon.
Economic narratives often paint a rosy picture, but how accurately do they reflect reality? Our conversation delves into the discrepancies between initial and final job creation reports and the impact of the birth-death model on perceived business creation. Explore the growing trend of gig work as a financial strategy and its implications for market confidence and valuations. As bullish narratives dominate, we question what lies beneath the surface and how these dynamics might shape the economic landscape.
Looking toward the future, financial trends and predictions become crucial for investors. We analyze the potential decline in the federal funds rate and its effects on equity and bond investments, especially for older investors. Concerns about a resurgence of 1970s-style inflation and the housing market dynamics are on the table, with insights into the weakening consumer base. Danielle shares investment strategies, highlighting the importance of precious metals and well-managed municipal bonds in navigating this uncertain financial terrain. Tune in to gain a comprehensive understanding of these critical economic issues and their broader implications.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Explore the transformative power of social media with Jay Van Bavel, a leading voice in psychology and neuroscience at NYU. Is the digital age reshaping how we connect—or divide? Join us as we dissect the moral and psychological landscapes carved out by platforms that amplify the loudest voices and often leave the silent majority unheard. From examining confirmation bias to the frenzy of algorithm-driven content, we shine a light on how our online habits mold polarized perceptions on urgent issues like politics and climate change.
Our conversation takes you through the labyrinth of online engagement, where anonymity can give rise to the most extreme voices—and sometimes the most inauthentic interactions. Discover how the norms vary across platforms: LinkedIn’s professional demeanor versus the witty banter of Twitter or the curated lifestyles on Instagram. We also ponder the implications of AI-generated content, questioning how it might alter our trust and authenticity in digital spaces. Learn why unfollowing toxic influencers could be the mental health upgrade you didn’t know you needed.
Finally, we unpack the psychological intricacies of personality traits that thrive—or suffer—under the scrutiny of social media. Is your social media feed a fast-food diet for the mind? Are we more tribal than we care to admit? With insights into the role of open science and AI, this episode doesn’t just stop at identifying the problems; it suggests pathways to a healthier, more authentic digital experience. Prepare for a compelling discussion that challenges you to rethink your digital habits and their impact on your mental well-being.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how a former Wall Street professional views the financial resilience of today's youth? Join us as we unpack the intriguing insights of Neely Tamminga, who now enlightens young minds as a college professor and consultant. From using preschool blocks to decode labor statistics, to understanding the financial hurdles faced by young adults, this episode promises a fresh perspective on economic challenges.
Explore the transformative effects of social media and remote schooling on work ethics and housing aspirations among young adults. Neely sheds light on the entitlement culture around student loans and the stark financial realities of pursuing independence in today's economic climate. We dissect how these factors, coupled with the shockwaves of the COVID-19 pandemic, are reshaping expectations around work and living arrangements, and how these shifts are impacting financial independence.
As the job market evolves, we examine the role of AI and the inevitable shifts in consumer spending habits. Discover how businesses are adapting to these changes, with insights into rising student loan defaults and the credit challenges facing young adults. Michael and Neely emphasize the importance of discipline, adaptability, and a supportive network in achieving success. Tune in to understand the intricate dynamics of the consumer economy and stay connected with Neely's journey on social media platforms for continuous inspiration.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Market corruption is on the rise, and regulatory systems are struggling to keep up. Financial markets are becoming increasingly polarized, and the landscape is more complex than ever. Marc Cohodes, a seasoned investor and former hedge fund manager, shares his insights and firsthand experiences from a career that spans over four decades. Mark pulls back the curtain on the darker side of financial markets, exposing the fraud and corruption that have emerged alongside rapid technological advancements and an influx of capital. Together, we tackle the challenging role of social media in both exposing and perpetuating fraud, and the unique difficulties faced when the public turns against those who reveal high-profile fraud cases.
The conversation doesn't stop at corruption; it extends to the striking transformation of the stock market in the post-COVID era. As speculative behaviors surge, fueled by influential figures and media outlets, the sustainability of such a market environment is under heavy scrutiny. We dive into the culture of quick riches, the volatility surrounding cryptocurrencies, and the dire need for stronger regulatory oversight, using the FTX scandal as a stark warning sign. Mark shares intriguing stories from his interactions with companies like NVIDIA, questioning the impact of the AI craze on valuations, and reflects on the societal and market polarization that challenges rational investment strategies.
Finally, we turn our attention to the cannabis industry and its vast potential. Highlighting Glass House and its CEO, Kyle Kazan, we analyze the transformative possibilities within this rapidly evolving market. By comparing the current cannabis landscape to the post-prohibition alcohol industry, we anticipate the immense growth that could follow regulatory changes. Personal anecdotes about cannabis for pain management reinforce its benefits, advocating for decriminalization and a regulated, taxed industry that promises a bright future for companies like Glass House. Join us as we unravel the complex dynamics of financial markets and embrace the inevitability of change.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financi
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Challenge your understanding of traditional finance with our latest episode featuring David Lin, a prominent YouTuber and former financial journalist. Discover why the conventional wisdom of gold as an inflation hedge might not hold up and how Federal Reserve policies and China's evolving economic stance are reshaping global market landscapes. David shares his intriguing journey from news anchoring to captivating audiences online, underscoring the importance of consistent content in today's fast-paced digital world. Amidst some light-hearted banter, we tackle the complexities of investing, trading, and the idiosyncrasies of market behavior.
Dive into the rollercoaster that is China's stock market, where the anticipation of the biggest stimulus package since 2008 initially spiked investor excitement, only to lead to disappointment and dramatic drops in key indices like the Hang Seng. We dissect why American markets exhibit a stronger "buy the dip" mentality compared to their Chinese counterparts and explore the underperformance and potential in Chinese equities. Additionally, we examine how China's market movements reverberate through global commodity trends, particularly impacting base metals.
As geopolitical tensions simmer in the Middle East, witness their surprisingly muted impact on oil and gold prices, challenging preconceptions about risk premiums. We also navigate the market's defensive shift in response to rising interest rates, with institutional investors gravitating towards utilities and gold while small caps and tech companies reveal hidden bull opportunities. Closing the episode, we scrutinize labor market data's influence on Federal Reserve decisions and the controversy surrounding unrealized capital gains taxes, providing insights into their broader implications on investment strategies and the financial landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of navigating market ups and downs with insights from seasoned trader Chris Vermeulen and Lead-Lag Report publisher Michael Gayed. Chris recounts his journey from trading during the tech bubble to mastering a refined strategy anchored in technical analysis and ETFs. We promise that you'll gain the knowledge to ride upward trends even in bearish conditions, focusing on the critical importance of market direction over emotional decision-making. Learn how to optimize returns by selecting ETFs based on major indices like the S&P 500, while effectively managing risks across asset classes, including bonds and cash.
Our episode dives deep into the gold market's historical price movements, providing insights into potential financial instability and recession signals. With a cautious stance on gold investments, we explore the strategic use of inverse ETFs to navigate economic downturns. The discussion further examines how robust employment statistics impact equities and bonds, offering a window into the complex interplay of economic indicators and market reactions. Chris and Michael share their perspectives on market timing, false signals, and the resilience of systematic trading strategies, providing listeners with a roadmap to interpret market conditions.
For those approaching retirement, this episode is a must-listen. We tackle the risks of traditional buy-and-hold strategies and the volatility of dividend stocks during downturns, presenting the asset revesting strategy as a beacon of consistency and low risk. Chris introduces the concept of asset reinvesting, a strategy that reallocates capital into top-performing asset classes to ensure steady growth. From understanding money management personalities to balancing personal interests with professional endeavors, we offer a comprehensive guide to making informed financial decisions, all while maintaining emotional stability in volatile markets.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Explore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the technology sector. From utilities to real estate, discover the intricate dance of markets shifting focus, and the pivotal role of strategic sector selection amidst a backdrop of fluctuating commodity prices and Federal Reserve maneuvers.
Dive into the explosive growth story of India and its ripple effects on global markets, drawing parallels with China's meteoric rise from 1998 to 2002. This conversation navigates the potential shifts in market leadership and the dynamics of a repatriation trade in a changing currency landscape. Examine the transition from financial to tangible assets, like gold and silver, amid inflationary pressures and strong commodity pricing. With expert eyes on the CRB index and utility sector performance, we explore defensive strategies as potential market contractions loom on the horizon.
Unravel the complexities of stock picking and sector diversification with a keen focus on small caps, regional banks, and consumer behavior trends. We'll dissect the surprising tilt towards cost-saving havens like Costco and Walmart, unveiling challenges in the narrative of consumer strength. As we analyze the disconnect between perceived default risks and credit spreads, our discussion extends to the nuanced performances within sectors like biotech and aerospace. With David Nicoski’s invaluable expertise, gain a deeper understanding of the diverse potential within different stocks and sectors, arming yourself with strategies to navigate today's multifaceted market environment.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal Gilbertie from Teucrium, an innovator in ag-based ETFs, shares his journey from trading energies at Cargill and highlights the underutilized potential of grains in investment strategies.
Sal and I discuss why grains often fly under the radar in investment portfolios, despite their ubiquitous presence and significant economic impact. We delve into the complex factors affecting grain prices, such as government subsidies, inflation, and synthetic fertilizers, and how these elements contribute to the unique nature of grains as commodities. The conversation emphasizes the importance of considering grains for portfolio diversification, highlighting the stair-step change in corn prices following the Renewable Fuels Act.
Explore the interconnectedness of global commodity markets, revealing how geopolitical tensions and energy costs can influence grain prices. We'll analyze how major exporters like Brazil, the U.S., and Ukraine play critical roles in the global grain supply chain. With insights into investment timing, historical trading patterns, and the resilience of corn, this episode is your comprehensive guide to the untapped potential of grain trading in today's complex market landscape.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium Investment Advisors, LLC and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdict
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused advisory model that prioritizes independent thinking over firm profits.
As we navigate the challenges of our current financial landscape, Alex and I discuss the crucial role of questioning established methods, like the traditional 60-40 portfolio model. The conversation highlights the dangers of recency bias and underscores the importance of examining historical market data to better understand investment cycles. We tackle the unpredictable nature of market trends and the necessity of preparing for unexpected events, all while advocating for a more diversified approach to portfolio management that aligns with individual risk tolerance.
Dive into the world of risk parity and asset diversification as we break down strategies for building a robust investment portfolio. From the potential benefits of inflation hedge assets like commodities and gold to the framework of balancing risk and return across diverse asset classes, we emphasize the value of true diversification. Our discussion underscores the challenges faced by investors in maintaining a long-term approach amidst the constant influx of market information, ultimately advocating for a balanced investment strategy tailored to individual patience and perspective.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Evoke Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in t
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if Canada never faced a housing bust because of unique factors at play? Join me, Michael Gayed, and our guest, Ron Butler, a seasoned mortgage expert with three decades of experience, as we tackle the intricate labyrinth of the Canadian housing market. You'll uncover the reasons behind Canada's resilience to a housing crisis, even when other countries were not so lucky. From low interest rates to foreign investments and a noteworthy influx of legal immigration, we unpack the elements that have skyrocketed home prices, leaving a significant number of Canadians grappling with affordability concerns.
We delve into the growing frustrations among young Canadians who are exploring opportunities abroad due to high living costs. With a large landmass restricted by strict land use policies, Canada faces a unique housing scarcity issue. As real estate lending becomes a cornerstone of the Canadian banking system, supported by government backing to appease older voters, we also explore the alternative lending market that provides high-interest loans, supporting liquidity in the financial sector. This insight will illuminate how these dynamics play a critical role in shaping the country's real estate landscape.
Finally, we navigate the pressing economic challenges that loom over the Canadian housing market. Stagnant wages, rising personal debt, and the challenges of refinancing at higher rates are leading to a financially strained public. As we discuss the potential for a real estate market correction and regional disparities, we question whether the once-resilient Canadian consumer remains as strong today. Tune in for a comprehensive analysis of what lies ahead for Canada's housing market and the implications for its citizens.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.
Visit ringtree.io and use code LEADLAG to save
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets behind Japan's unexpected political shifts and their seismic impact on financial markets. Discover how Takaichi, a staunch right-wing conservative, has shaken up the political scene by opposing rate hikes and backing a weaker yen, leading to a surprising surge in the Nikkei index. Join Weston Nakamura, with his extensive institutional finance background, as he dissects these developments and offers insights into how political currents are swaying market movements, inviting you to join the conversation and deepen your understanding of these dynamics.
We venture into the complexities of the yen carry trade and challenge conventional wisdom around its unwinding. Question the assumptions about the rapid closure of a multi-decade trend and the reliability of certain market indicators. We dive into the nuances of market correlations, revealing how experienced and novice traders alike navigate these conditions, and the significant role individual strategies play in shaping market outcomes.
Turning our gaze to China, we explore the nation's strategic economic maneuvers in response to global monetary policies. Reflect on the parallels between China's actions and historic market behaviors, while considering the implications of state-led interventions on the global stage. Delve into the intricate dance between yen fluctuations and investor sentiment, especially for those with NISA accounts, and the political undercurrents that could reshape market behaviors. Join us for a compelling narrative that intertwines market analysis with political strategy, offering a rich tapestry of insights for every market enthusiast.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the transformative potential of nuclear energy in the United States as we welcome Justin Huhn, a technical momentum trader turned passionate nuclear advocate, to our show. Prepare to have your misconceptions about nuclear power shattered as Justin unveils why it stands as the safest and most efficient form of electricity. From the Trump administration's Nuclear Fuels Working Group to Biden's robust backing, this episode promises insight into how nuclear energy has garnered bipartisan support and what it means for the future of energy policy.
In an era marked by rising electricity demands, thanks to tech giants and AI development, we explore the practicalities and possibilities of restarting reactors like Palisades and Duane Arnold. With plans for new builds such as Westinghouse's AP1000 reactors, the conversation touches on the significant implications for uranium demand. Beyond nuclear, we also consider the expanding role of solar energy paired with battery storage and the importance of gas as a reliable bridge in our energy mix. Justin's expertise helps us navigate the evolving landscape of U.S. nuclear energy, all while emphasizing the continuous support from the Department of Energy under varying administrations.
Get ready for a deep dive into the financial dynamics of nuclear energy investments, where Justin shares strategic advice on evaluating companies within this niche market. We discuss the global uranium market, China’s ambitious nuclear goals, and the ripple effects of international uranium projects. Whether you're an investor or simply curious about the future of energy, Justin's insights about inventory trends, management performance, and market tightness offer valuable guidance. Don't miss this engaging and informative episode that uncovers the promising future of nuclear energy and uranium investments.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets behind the housing market's current state and its affordability crisis in our latest episode. Join us as we sit down with Chris Porter from John Burns Research and Consulting to dissect why, despite falling mortgage rates, places like Orange County, California, are still seeing price hikes that make housing 30% overpriced on a national scale. Through Porter's expert insights, we explore how demographics, including age, location preferences, and immigration trends, are shaping housing demands in diverse ways across local and regional markets.
Ever wondered how immigration truly impacts the housing landscape? We dive into the contrasting estimates of net immigration for 2023 and the lasting effects of the pandemic on rental demand. By examining the implications of global birth rate declines and tighter border policies, we uncover the complex interplay between immigration trends and the U.S. economy. Plus, we discuss how generational shifts in birth rates and economic factors have delayed major life milestones, influencing housing preferences and market demands.
From analyzing the pressures of high mortgage rates and limited supply to examining the impact of Federal Reserve rate cuts, we cover the myriad challenges facing today's housing market. Learn about policy proposals like Kamala Harris's $25,000 credit for first-time homebuyers and their potential to reshape the market. Finally, we highlight the trends steering suburban growth, the influence of remote work, and the ongoing migration to southern states. This episode is a must-listen for anyone looking to understand the forces driving the housing market today.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand experiences in Japan, Hong Kong, Vietnam, and Europe, he details the unique opportunities and challenges that lie in microcap stocks, which range from $1 million to $300 million in market cap.
Alejandro breaks down his high-conviction investment in Carlytics, explaining how the company's monopoly on bank data for targeted advertising creates a robust competitive moat. Learn practical strategies for identifying promising microcap stocks and managing liquidity challenges, including how to navigate sector-specific dynamics and anticipate growth potential as companies transition from micro to mid-cap. Alejandro’s long-term investment horizon and qualitative analysis offer a refreshing take on microcap investing, emphasizing the importance of understanding market dynamics and the true measure of risk.
Discover the value of patience and strategic thought in microcap investments, and dispel common misconceptions about their volatility. Alejandro shares how heritage and consolidation within micro-cap firms are crucial, along with the impact of interest rates and leverage. Engage with Alejandro's Substack for in-depth analyses, portfolio strategies, and educational content that will elevate your investment knowledge. This episode offers a comprehensive discussion to enhance your approach to microcap investments, blending practical advice with Alejandro’s rich, storied expertise.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply increases and highlight favorable conditions for gold and silver amid potential Federal Reserve rate cuts. We also discuss the enduring relevance of technical analysis and the notable market shifts since July, including tech, small caps, value stocks, and international markets.
Discover the recent performance and trends within various market sectors and why diversification is more crucial than ever. We delve into the pullback in technology stocks and the subsequent shift into value sectors like financials and industrials. Despite challenges faced by semiconductors, regional banks and insurance stocks have shown strong performance driven by lower long-term interest rates. We also discuss the potential effects of an un-inversion of the yield curve on banks and the implications of future interest rate movements, combining technical analysis and market cycles to assess the outlook.
Explore the dynamics in financial markets, focusing on interest rates, Federal Reserve policies, and global factors like China's economic stimulus. We analyze the decoupling of treasuries and equities and discuss the implications for commodities, particularly copper and energy. Precious metals like gold and silver are highlighted for their potential benefits in the context of an easing Federal Reserve. Additionally, we touch on the movements in the grains market, the AI revolution in economic forecasting, and the fascinating divergences in real estate fundamentals across the US. Don't miss insights into the healthcare sector, REITs, and the performance of homebuilders amid falling interest rates.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify Asset Management, provides a unique lens through which we explore the future of interest rates and market stability.
We then shift our focus to the innovative strategies of Simplify Asset Management and their groundbreaking use of derivatives within ETFs. Discover how these professional tools, traditionally exclusive to seasoned investors, are now accessible to everyday traders, potentially outperforming hedge funds through reduced fees and smart structuring. Despite the benefits, we address the prevalent misconceptions about derivatives and the cautious stance often adopted by financial advisors.
Our conversation also spans leverage funds, mortgage rates, and the potential for a steepening yield curve. By dissecting long-term interest rate trends and inflation expectations, we explore their impact on housing and mortgage bonds. Moreover, we discuss the broader economic outlook and the possibility of a hard landing, all while appreciating Harley's insightful perspectives. This episode promises to equip you with a deeper understanding of market dynamics and innovative investment strategies.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his career journey, introduces Battle Bank, and provides a thorough analysis of the Federal Reserve's recent rate cut and its potential to weaken fiat currencies while bolstering gold prices.
Discover economic parallels between the 1970s inflationary era and today's financial turbulence. Rick delves into the historical inefficacy of price controls and the shift from economic optimism to a cautionary stance. Hear his compelling argument for gold and silver as safe havens in volatile markets, and reflect on past successes with silver stocks during bull markets. We also examine the essential yet often overlooked issue of underinvestment in key commodities, potential supply shortages, and the subsequent impact on market prices.
Our conversation doesn't stop there; we tackle the complexities of investing in the gold mining sector, focusing on the crucial role of effective leadership and strategic patience. Rick offers his personal investment strategies, emphasizing the importance of holding investments long-term for substantial returns. He also highlights opportunities for further education through his virtual bootcamps and resources available on Rule Investment Media. Tune in to gain invaluable insights into the natural resources sector and arm yourself with the knowledge to navigate uncertain financial landscapes.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technology that are revolutionizing industries, making automation not just feasible but also people-friendly. Discover how businesses are navigating the integration of these cutting-edge technologies amidst a tight labor market, and the potential opportunities this shift presents.
Matthew Chang takes us on an insightful journey through the world of AI-enabled robotics, starting from its safety and efficiency milestones achieved since 2017. Contrast the power of localized AI in robotics with the expansive capabilities of large language models like ChatGPT, and understand why China is rapidly adopting robotics to combat demographic and labor challenges. We'll discuss real-world examples such as autonomous mass transit systems and hospital robotics, illustrating how these innovations have upskilled workers and significantly impacted wages.
Finally, we examine the broader societal impact of robotics and AI across diverse sectors including law, healthcare, and education. Matthew explains how advanced language models are transforming legal research and reducing costs, while robots are gaining popularity among nurses for easing their workload. We also look at the shift in education towards trade skills over traditional degrees, the technological hurdles still faced by robotics in hands-on trades, and the evolving supply chain challenges. Plus, get a glimpse into the future with potential breakthroughs in organic energy storage and the role of robots in space colonization. This episode promises to equip you with a comprehensive understanding of where the future of work is headed and how to navigate it.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll explore how you can align your portfolio with your ideological beliefs by investing in a politically-driven ETF designed to support conservative values.
Ever wondered what drives your favorite CEO's decisions? We'll discuss the fascinating dynamics of CEO motivations, comparing the unique position of Facebook's Mark Zuckerberg to other transient CEOs who are often influenced by financial incentives and board pressures. Plus, we'll delve into the merits of equal-weighted portfolios over market-cap-weighted ones, focusing on sectors like industrials, financials, and oil and gas. Lambert's insights offer a fresh perspective on screening companies based on their political leanings, providing a strategic edge to your investment approach.
Finally, we turn our attention to the broader geopolitical landscape and its ripple effects on the market, particularly in the semiconductor sector with a spotlight on NVIDIA. Lambert shares his spot-on predictions regarding Federal Reserve policies and interest rate changes over the past seven years, offering a historical lens to better understand current economic conditions. Don't miss this compelling episode that bridges the gap between politics and investment strategies, helping you navigate these turbulent times with confidence.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Point Bridge Capital, LLC. and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to uncover the secrets of hedge fund mastery? Join us as we sit down with Noel Smith, CIO of Convex Asset Management, who shares his incredible journey from the bustling floors of the CBOE to the upper echelons of hedge fund management. Noel's story exemplifies the importance of cross-asset analysis and the adaptability required to thrive amidst market volatility. We'll explore the sophisticated multi-strategy approaches used by industry giants like Millennium and Citadel and how these strategies can mitigate risks during market downturns.
Have you ever wondered what it takes to manage a multi-strategy hedge fund? Imagine it as orchestrating a diverse menu at The Cheesecake Factory, where different trading strategies shine under varying market conditions. In our conversation, Noel delves into the nuances of dispersion trading, high-frequency trading, and the moral responsibilities of handling client funds, using historical market events like September 11, 2001, as insightful case studies. We'll also examine current market opportunities and the critical importance of evaluating dispersion and relative value between stocks.
Our discussion then shifts to the complex world of trading interest rate futures and the pivotal role of the Federal Reserve. Noel sheds light on the intricate relationship between futures and Fed signals, the implications of the recent regime change in interest rates, and the indispensable role of options data in making trading decisions. As we navigate through the landscape of cross-asset volatility and variance futures, Noel emphasizes the need for constant adaptation in an ever-evolving market. Finally, we address the challenges of asset management, raising capital, and making profitable trades in today's unprecedented economic environment. This episode is a treasure trove of insights for anyone looking to deepen their understanding of hedge fund strategies and asset management.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered what makes nuclear power an attractive option despite widespread misconceptions? Join us as we uncover this with nuclear energy expert Mark Nelson. Mark sheds light on the surprisingly low fuel costs of nuclear plants and shares his mission to prevent plant closures. He also opens up about his journey in the industry, revealing the intriguing story behind his signature mustache and its significance to his identity.
We then turn our attention to Germany's energy challenges, exploring the fascinating dynamics between nuclear power and lignite coal under carbon tax regulations. Mark provides a detailed analysis of the recent shutdown of Germany’s nuclear plants and its impact on electricity prices—a true eye-opener for understanding the economic pressures on German industries. For comparison, we glance at France’s ongoing reliance on nuclear energy and China's strategic nuclear developments, offering a comprehensive look at global energy policies.
Our discussion takes a broader scope as we navigate through the nuclear strategies of various countries. From Russia's assertive nuclear expansion and Eastern Europe's growing pro-nuclear stance to the energy needs of tech giants like Facebook and Apple, Mark's insights are both enlightening and thought-provoking. We also delve into the potential of nuclear power to meet the rising demands of AI computing, emphasizing the importance of stable and predictable energy sources. Tune in for a captivating episode that not only educates but also challenges conventional wisdom about nuclear energy.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Uncover the secrets to mastering technical analysis in the financial market with our latest podcast episode starring John Roque! Prominent technical analyst and seasoned financial professional, our guest brings over three decades of expertise, having worked with industry giants like Lehman Brothers and Soros Fund Management. Together, we emphasize the elegance of simplicity in investment strategies and discuss the critical importance of focusing on natural market narratives instead of overwhelming complexity. Learn how past experiences from the early '90s to the present have shaped a grounded and effective investment approach.
Our discussion takes a deep dive into the intriguing world of bond yield cycles, where we unravel historical patterns and their potential implications for today's market environment. We explore the dynamic relationships between oil prices, inflation expectations, and bond yields, and how these factors could drive future market trends. You'll also gain insights into the surprising resilience of gold and its performance in different economic conditions, along with a detailed analysis of gold, silver, and mining stocks like the GDX ETF. Whether you're curious about macroeconomic indicators or the unique behavior of precious metals, this episode offers valuable perspectives.
Finally, the episode navigates the complexities of investing in China, dissecting the gap between its financial promise and reality. We also scrutinize various technical indicators such as moving averages, MACD, and rate of change, highlighting their simplicity and reliability. As we examine sector rotations and the anticipated corrective phase in tech, you'll discover which sectors might be primed for outperformance and why low beta stocks are currently in favor. From market trends to the nuances of investment risk management and sizing, this episode equips you with the knowledge needed to navigate the ever-evolving financial landscape confidently. Tune in to gather insights from seasoned experts and refine your investment strategy!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if courage was the key to preserving our freedom in the face of modern challenges? Join us for an enlightening discussion with Dr. Marc Faber, a financial expert whose career journey spans from Switzerland to the bustling markets of New York and Asia. Together, we explore the significance of bravery, drawing inspiration from Alexander Solzhenitsyn and examining how it applies to contemporary issues like COVID-19 regulations. Dr. Faber also sheds light on the yen carry trade, debunking its overemphasized impact on global markets.
This episode dives deep into the behavior of global investors, particularly the Chinese penchant for American tech stocks and cryptocurrencies. Drawing historical parallels to phenomena like the Nifty Fifty and the Nasdaq bubble, we discuss the pitfalls of concentrated investments. Through the lens of Thailand and Germany's political and economic climates, we uncover how these factors shape stock market performance and influence capital flows across continents.
We also tackle the power of media in shaping global politics, with a critical eye on the portrayal of China. Dr. Faber and I discuss the cultural contrasts in free speech norms between the East and the West, and the political shifts in Europe. As we examine the economic implications of recent oil price drops and government policies, we emphasize the hidden tax of inflation on lower and middle classes. Finally, we reflect on the complex relationship between wealth, financial independence, and happiness, providing a thoughtful conclusion to an episode rich with insights and actionable advice.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Can the soybean market revolutionize biofuel production while taming inflationary pressures? Join us as we uncover the untapped potential of soybeans in the biofuel industry and the intricate dynamics influencing agricultural prices. We’re joined by Jake Hanley, who brings a fascinating perspective from his background in U.S. history to his current role in financial advisory, research, and portfolio allocation at 2Cream.
We dissect the pivotal role of biofuel policies, the Treasury Department, and the EPA in empowering farmers to capture biofuel credits. Explore how global events, like the Russia-Ukraine conflict, and natural phenomena, such as droughts in Brazil, are shaping the soybean and wheat markets. Delve into the "golden grain cycle" and the significant impact of agricultural subsidies on grain prices. We also shed light on the public’s perception of inflation, particularly how rising grocery prices contribute to the sentiment that the dollar just doesn’t stretch as far.
Lastly, we tackle the complexities of the agricultural commodity markets within economic cycles, from corn ETFs to currency fluctuations affecting U.S. exports. Jake brings invaluable insights into how political decisions, such as tariffs on China, influence agricultural trade and the essential role of futures contracts in risk management. Tune in to grasp the broader economic implications of money supply and inflation, drawing lessons from the COVID-19 pandemic to better navigate future market trends.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium Funds. and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What happens when a Wall Street professional undergoes a profound personal transformation? Step into the world of Tom Morgan, whose gripping recount of a psychotic break—better described as a spiritual awakening—changed his life forever. Tom's journey from the toxic grind of finance to a newfound understanding of wisdom, intuition, and holistic well-being is nothing short of fascinating. He shares how a rigorous elimination diet and deep self-reflection led him to write a 60-page document capturing his new worldview, resonating deeply with Joseph Campbell's Hero's Journey.
Our exploration doesn't stop there. We unpack misconceptions about brain hemispheres, debunking the myth that one is purely artistic and the other purely logical. Leveraging Iain McGilchrist's thesis, we dive into the societal disconnection that arises from an overemphasis on left-brain thinking. From Chairman Mao's policies to George Soros' trading strategies, you'll see how an imbalance in brain function can lead to disastrous results. We also explore the shift towards right-brain skills in the age of AI and why wisdom—focusing on the right things at the right time—is crucial for well-being.
The discussion takes a nuanced look at the unique challenges faced by high-achieving finance professionals, especially during midlife crises or burnout. Sharing my own journey from making countless mistakes to becoming a transition coach, we highlight the importance of intrinsic motivation and the pitfalls of volatile reward mechanisms in the finance industry. We also emphasize the role of community in personal growth, balancing scientific accountability with genuine emotional fulfillment. Engage with us as we express our gratitude for your support and encourage you to follow Tom's insightful Substack content.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the secrets behind the evolving world of retail investing with our special guest, Sam Nofzinger from Public.com. You’ll learn how the focus has shifted from electric vehicle stocks like Tesla to the skyrocketing AI sector, led by NVIDIA. Sam brings his rich background in institutional investment management to the table, shedding light on how Public.com provides a diverse selection of investment options, such as stocks, ETFs, options, crypto, and fixed income products, all tailored for retail investors in their mid-30s. This episode promises to equip you with actionable insights and innovative solutions for making informed investment decisions.
Join us as we track the fascinating journey of retail investors, from the 2018 retail stock trading boom to the current preference for safer assets like treasury bills. Sam discusses how rising yields have influenced this shift and the maturing mindset of retail investors who now prioritize diversified and long-term strategies. We also cover the essential educational journey many investors undertake, which often begins with single stocks and gradually expands to more sophisticated products like ETFs, bonds, and high-yield savings accounts. You’ll gain a deeper understanding of the complexities of navigating a fluctuating market environment and the importance of staying well-informed.
Our discussion takes a deep dive into current retail investment trends, from the AI stock craze to the enduring interest in meme stocks like AMC and GameStop. We explore how options and crypto trading continue to attract investors due to their volatility and potential high returns. Sam emphasizes the critical role of safeguards and education in preventing significant losses, ensuring that retail investors are well-supported. We also delve into the burgeoning interest in cryptocurrencies among younger investors and the efforts to make bond investing more accessible. Tune in for a comprehensive look at the strategies and opportunities shaping today's retail investment landscape.
DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Public Holdings, Inc. and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the factors driving today's economic landscape. We dig into the undervaluation of commodities pre-COVID, explore the lasting inflationary pressures from the pandemic, and analyze key indicators like gold, silver, oil prices, and the national debt.
Our exploration doesn't stop at domestic markets. We shine a light on global commodities, focusing particularly on China's economy and the implications of the Baltic Dry Index. Mish challenges the narrative of China's economic struggles by pointing out a thriving middle class and robust demand for bulk commodities. We also scrutinize lagging inflation indicators such as the CPI, PPI, and PCE, and their inability to fully capture current economic trends. Through a closer look at agricultural commodities, we identify cycles and geopolitical factors that may drive future price increases, using the significant rise in sugar prices since COVID as a case in point.
In the final part of our conversation, we explore the future of markets and commodities, zeroing in on the intersection of electric vehicles (EVs), infrastructure, and raw materials. We discuss the potential for widespread EV adoption by 2025, the critical need for infrastructure investments, and why stocks like Tesla and Rivian are catching bullish sentiments. Mish also provides her take on post-COVID consumer behavior trends and the emerging influence of obesity drugs across industries. With a thorough analysis of technical tools and key commodity indicators, we wrap up by assessing the risk-reward profile for long-duration bonds and their impact on market sentiment. Don't miss out on this comprehensive discussion loaded with expert insights and forward-looking perspectives.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's fascinating journey from filmmaking to finance and gain insights into the bond market's complexities, where we distinguish between credit risk and duration. We'll also interpret the mixed signals from commodities and market caps and scrutinize labor market data, focusing on critical job revisions that may indicate a challenging road ahead for the economy.
Discover the implications of the "fourth turning," a period of significant societal upheaval marked by massive government debt and limited liquidity options. We delve into how this era could shape investment strategies, emphasizing the shift from financial assets to scarce, real assets that offer potential high returns in nominal terms. Learn why strategically positioning in scarce resources may be more advantageous than relying on easily created financial instruments like treasuries. This conversation provides essential insights for investors looking to navigate the turbulent economic environment and capitalize on emerging opportunities.
Finally, we explore evolving investment strategies and market trends, questioning the traditional 60-40 stock-bond portfolio mix. Understand the potential value in the mid-range of the yield curve and emerging market debt, and the dynamic performance of digital assets like Bitcoin. We also analyze the global energy market, the potential of small modular reactors, and the intriguing status of regional banks. With a focus on emerging markets, rolling recessions, and actionable investment strategies, this episode is a must-listen for anyone looking to stay ahead in these uncertain economic times.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of financial markets and discover how macro hedge fund liquidations can trigger market downturns and rallies. Hear from Dan Gallagher, a finance veteran with 50 years of experience, who shares his invaluable insights as a coach for financial advisors. Learn why expertise in taxes could be more vital than investment knowledge for high net worth clients, and understand the hurdles financial advisors face in growing their clientele.
Explore the seismic shift from globalization to deglobalization and its disruptive effects on financial markets. We traverse the history from the Bretton Woods Agreement to today's complex yen carry trade. Delve into Japan's unique economic circumstances and the potential cataclysms that rising interest rates might unleash. Speculate on the future of currencies and the provocative idea of bartering systems as the world adapts to deglobalization.
Prepare yourself for uncertain times with expert strategies from Danny, a specialist in trader strategies. Understand the intricate dynamics of global finance, from Japan’s influence on the S&P 500 to the strategic maneuvers of central banks like the Federal Reserve and the Bank of Japan. Gain actionable insights on asset allocation, the role of gold, and the importance of cautious investment. Plus, get to know Danny’s journey into social media and how you can connect with him for tailored coaching advice.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Is the Federal Reserve inadvertently widening the wealth gap? Tune in as we tackle this provocative question and dissect the proposed tax changes that are shaking up the political and market landscapes. Our special guest, Chris Martsenson of Peak Prosperity, joins us to shed light on these critical issues. We explore the potential increase in capital gains tax to 44.6%, the elimination of the 1031 transfer, and the reduction of allowances in oil and gas. Chris also shares his journey from corporate finance to becoming a public educator on economic realities, discussing his influential "Crash Course" and growing community engagement.
Ever wondered how algorithmic trading and Federal Reserve policies are transforming financial markets? We delve into the challenges faced by day traders in the era of automated systems and the mysterious overnight gains in the S&P 500 linked to futures trading. Our conversation spans the evolving role of the Federal Reserve, from Alan Greenspan’s era to the present, and scrutinizes interventions like the sweeps program and quantitative easing. With upcoming elections on the horizon, we speculate on the future implications of these market dynamics and the broader consequences for financial stability.
Lastly, we confront rising economic inequality and the Federal Reserve's role in it. From taxing unrealized capital gains to the controversial influence of pharmaceutical advertisements on media narratives, we leave no stone unturned. We discuss the erosion of public trust in official narratives and highlight the importance of navigating today’s unreliable information landscape. Wrapping up, we touch on societal issues such as student debt and the addictive nature of modern foods, offering insights on how to break free from these cycles. Join us for an eye-opening conversation that challenges conventional wisdom and provides invaluable perspectives on today’s most pressing economic and political issues.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how to effectively use volatility as a trading signal while managing market risks? Join us as we unravel the complexities of tactical investing with Dan Russo from Potomac Fund Management and Chaykin Analytics. Discover Dan's unique insights into the VIX, market breadth, and the necessity of clear rules for risk management. Whether you're nearing retirement or just beginning your investment journey, Dan's philosophy on systematically managed tactical funds and understanding the investor's experience will provide you with invaluable strategies to navigate the market's ups and downs.
Monitoring market health is crucial, especially when it comes to managing downside risk. This episode sheds light on the importance of market breadth and sector performance in predicting deeper market declines. Learn how to balance potential gains with the need to avoid catastrophic losses through tactical management. Dan opens up about the behavioral aspects of investor reactions, emphasizing the role of quantifying divergences and intermarket themes to achieve long-term portfolio stability.
Finally, we delve into the enduring relevance of technical analysis and systematic investing. Hear Dan's thoughts on integrating different time frames and uncorrelated indicators, and gain insights into the construction of diversified and robust investment models. With a focus on data-driven approaches and ignoring market narratives, this episode is packed with practical advice and compelling stories from Dan's career journey. Tune in to enhance your investment approach and learn from one of the best in the field.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover how the recent turmoil in the dollar-yen carry trade has shaken the financial world in an insightful conversation with Andreas Steno Larsen, the esteemed creator of Steno Signals. Andreas brings his wealth of foreign exchange and investment banking experience to the table, shedding light on the significant leverage macro hedge funds placed on the US dollar against the Japanese yen. As Japan hints at shifting away from its QE program, Andreas helps us unpack the repercussions involving US non-farm payroll data, interest rate spreads, and intricate currency hedging practices by pension funds. Listen in as he provides a forecast for this trade, suggesting ongoing market adjustments.
Next, we turn our attention to the intricate web of global dollar markets with a focus on the limited role of Chinese banks in carry trades. Despite restricted access to dollar funding, we explore how the People's Bank of China impacts these markets through its US Treasury holdings and gold reserves. Andreas also delves into liquidity trends, forecasting significant movements towards the year's end and examining their potential effects on the job market and asset classes like gold and NASDAQ. We discuss strategic implications of the US Treasury's actions and how seasonal patterns influence market behavior.
Our episode also explores the shifting landscape of the US construction sector and the economic health challenges in China. With legislative shifts from the Inflation Reduction Act and the Chips and Science Act, we address the risks to construction jobs and the broader implications for the US business cycle. Andreas expects unemployment rates to rise above 5%, while also dissecting China's significant drop in domestic demand and its global impact on commodities. To wrap up, we reflect on the concept of Japanification within the US economy, comparing debt-to-GDP ratios and pondering long-term economic trajectories.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if the world's largest investment firms aren't giving you the full picture? Join us for an exclusive conversation with Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, as we traverse the fascinating landscape of ETF innovation and competition. Mike shares his extensive industry knowledge and Simplify's unique approach to crafting standout strategies amidst the dominance of passive giants like Vanguard and BlackRock. Learn how recent regulatory changes, such as the 2019 ETF rule and the derivative rule, have paved the way for sophisticated investment products, and why the allure of active management is on the rise.
Discover the profound effects of passive investing on the economy as we explore how continuous inflows into index funds might inflate market valuations and create potential risks, especially as baby boomers retire. Mike delves into whether small caps and non-market cap-weighted indices could offer a more accurate economic snapshot. Plus, we discuss the current state of the IPO market and the spectacular rise and fall of SPACs, providing you with invaluable insights into the market's future trajectory.
In our conversation, we also tackle the complexities of debt, deficits, and modern fiat systems, emphasizing the importance of strategic borrowing and spending. Mike offers a deep dive into global GDP dynamics, with a particular focus on China and trade tensions. We also explore the roles of gold and Bitcoin as alternative assets, the mechanics of dispersion trading, and the current market environment. Finally, celebrate our podcast's growth with us, and stay tuned for upcoming sessions with more industry leaders. Thank you for your continued support and for being part of our vibrant audience!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of market sentiment and trends with expert insights from David Keller. Discover how shifts in sentiment and investor psychology drive market movements and learn about the most effective methods for measuring sentiment—from survey data to the VIX and the all-important price action. David reveals the biases lurking in sentiment surveys and highlights the critical role of trend following in making informed investment decisions, essential knowledge for anyone looking to stay ahead of market corrections.
Explore the recent outperformance of defensive sectors such as utilities, real estate, and consumer staples, juxtaposed with the strength of cyclical sectors like energy and industrials. We'll dissect how these trends from mid-July to mid-August signal a defensive investor stance and examine the seasonality of market trends, particularly the weak months of August and September. Special attention is given to individual stocks like SMCI, shedding light on recognizing trend reversals and managing the risks tied to market corrections.
Finally, gain a strategic edge with our discussion on gold and silver investments during market inflection points, and understand why low-correlation assets are pivotal in turbulent times. We'll highlight the irregular market dynamics of 2024, the dominance of mega-cap stocks, and the evolving relationship between stocks and bonds. David also shares invaluable advice on maintaining a long-term perspective, using inverse ETFs wisely, and counteracting behavioral biases through consistent routines and systematic analysis. Don't miss this comprehensive guide to navigating market sentiment and trends!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can market rhythms mirror musical progressions? Join us as we sit down with David Nelson of Belpointe Asset Management, who shares his one-of-a-kind journey from recording artist to finance professional. David brings a unique lens to understanding the current market environment and its parallels with past financial crises. We'll explore the essential role of credit markets, the real impact of leverage unwinds, and dispel the myth that stock declines are always tied to recessions. Plus, gain insight into the potential for an upcoming recession and the market's reaction to Federal Reserve interest rate changes.
Ever wondered about the future of the U.S. dollar on the global stage? This episode tackles the pressing issue of global de-dollarization and how MAG-7 giants like Apple and Microsoft manage to self-fund their operations. We discuss the U.S.'s mounting debts and deficits, the growing influence of BRICS nations, and the potential geopolitical triggers that could accelerate a shift away from the dollar. Additionally, we dive into emerging economic trends, including the transformative power of artificial intelligence and its impact across various sectors. Don't miss our exploration of the challenges and opportunities that lie ahead in today's volatile market landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
How do economic trends shape market volatility? Join us for an engaging discussion with Peter Boockvar, an expert in corporate bond research and investment management, as we unpack the complex factors driving the recent swings in financial markets. Together, we explore the impacts of the unwinding yen carry trades, the sudden shifts in bullish sentiment, and the critical role of technical indicators. We'll dissect the latest earnings reports from major tech companies, analyze the market's reaction to key economic data such as jobless claims and payroll numbers, and provide insights into the challenges facing today's economy.
What does the upcoming CPI print mean for future Fed rate cuts? In our examination of inflation trends and currency dynamics, we delve into the implications of CPI results on market expectations and the broader economic landscape. Peter shares his views on the nuances of disinflation and deflation, focusing on recent PPI reports and long-term trends in goods and services inflation. We highlight the cyclical nature of these economic forces and consider how disinflationary trends may pave the way for future inflationary pressures, alongside insights into the yen carry trade and central bank actions.
How should investors navigate rising debts, deficits, and persistent inflation? We explore strategic investment approaches in times of market volatility, emphasizing undervalued sectors such as European and Canadian energy stocks, uranium, and precious metals. Peter provides a bullish perspective on the growing middle class in Asia and potential opportunities in Macau casino stocks. We round out our discussion with the potential market impacts of the upcoming presidential election, the perhaps counter-intuitive benefits of a recession for gold and silver, and the long-term bearish outlook on treasury bonds. Tune in for a comprehensive analysis and practical investment strategies tailored to current economic realities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if the real safeguard against economic turmoil isn't in stocks or bonds, but in gold? Join us as we sit down with Danny Moses, the insightful investor known for his pivotal role during the Big Short era. Discover how geopolitical tensions and an overreliance on central banks are shaping the modern financial landscape. Danny shares his seasoned perspective on the significance of gold compared to other asset classes like cryptocurrencies, stressing its importance during market corrections and its potential for long-term value.
As global economies grapple with rising oil prices driven by tensions in the Middle East, Danny highlights the cascading impacts on oil-importing nations such as Japan and India. We explore how these dynamics can directly tax consumers, spur inflation, and influence U.S. markets and fiscal policy. Dive into Danny's analysis of the challenges of managing recession risks amidst high debt levels, and why tax cuts might be a pipe dream in the current economic environment.
Lastly, we venture into the U.S. debt ceiling crisis, the future of cryptocurrencies, and lucrative sectors like online gambling and cannabis. Danny offers insights into investment opportunities and risks in REITs, utilities, and private credit, and analyzes consumer credit trends and defensive sectors. From the skepticism surrounding buy now, pay later schemes to the impact of AI-driven lending platforms, this episode is packed with critical insights to help you navigate the complexities of today's market. Join us for an engaging discussion that promises to sharpen your investment strategies and enhance your understanding of economic dynamics.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neutral stance, and what it means for future market pullbacks and opportunities. Learn about the pivotal shift in market leadership from high beta growth stocks to more stable value stocks, and how this balance is playing out between large caps and small/mid-caps.
Sector dynamics are also under the spotlight as Katie highlights the potential revival in the energy and materials sectors. Hear about the promising signals from energy ETFs like XLE, OIH, and XOP, and the recovery prospects for base metals, especially copper. We also explore gold's unique bullish setup in the current commodity cycle and compare the defensive roles of healthcare and utilities sectors in today's market. Katie's breakdown offers a comprehensive view of sector shifts and how investors can position themselves to take advantage of these trends.
Active management in volatile markets is a focal point as Katie explains how active managers can outperform through effective risk management and drawdown mitigation. Discover the significant role of technical analysis in identifying market trends and managing risk, particularly when fundamental factors take a backseat. Gain insights into the shifting dynamics of small cap and large cap benchmarks, the influence of the dollar's strength on market sectors, and the incorporation of international equity markets. This episode is packed with valuable advice and strategies, making it essential listening for any investor looking to navigate these turbulent times with confidence.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can you predict market movements and manage risks like a pro? Join us as we chat with Mike Silva, the brains behind the popular YouTube channel "Figuring Out Money." Mike's fascinating journey from communication professional to market analyst comes with invaluable lessons on technical and intramarket analysis. Discover how recent spikes in the VIX impact trading strategies and why recognizing market conditions, like gamma levels, can make all the difference. Learn from Mike’s hands-on approach to adjusting portfolios and navigating financial landscapes.
Ever wondered how past economic events shaped today’s market volatility? We revisit major financial incidents from the 1990s to now, discussing how market reactions have shifted over decades. Mike shares strategies for risk management during high-volatility periods, emphasizing the importance of technical analysis and indicators like the five-day moving average and gamma flip line. From understanding the peculiar behavior of recent markets to adapting trading approaches based on volatility levels, this episode delivers actionable insights to optimize your trading game.
Explore the nuanced world of bond and treasury trading, and uncover the correlations between oil prices, 10-year yields, and geopolitical risks. Learn the intricacies of trading inverse ETFs and the importance of cautious position sizing. We also tackle the challenges of shorting in volatile markets during recessions and the correlations between silver and mining stocks. To wrap up, we contrast the realities of day trading and swing trading, highlighting the psychological aspects and critical elements for trading success. This episode is your ultimate guide to mastering market volatility and risk management.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Is the widely cited $20 trillion Yen Carry trade figure really exaggerated? Join us as we uncover the truth behind this staggering number with our special guest, Lyn Alden. Bringing her engineering and finance expertise to the table, Lyn helps us dissect the intricate mechanics of market dynamics, recent market volatility, and the reverse carry trade phenomenon. We also dive deep into the unique structure of the US dollar system and its far-reaching implications for global capital flows.
We also explore the cyclical nature of US versus foreign markets, focusing on interest rates and currency valuation's impact on capital movements. Lyn provides a critical analysis of the Yen Carry trade misestimation and its potential implications, and we consider whether recent market reactions in Japan could be seen as orchestrated interventions. Additionally, we delve into the Treasury Department's strategic use of buybacks to address liquidity issues in older bonds, examining the broader implications for bond yields and market stability.
Further, we scrutinize the interplay between fiscal and monetary policies, the complex monetary strategies of Japan, and the concept of fiscal dominance. Lyn sheds light on global economic indicators and their influence on market dynamics, discussing how different central banks' policies impact financial stability. Finally, we touch on Warren Buffett's cash reserves strategy amid market uncertainty, offering a comprehensive analysis of current economic conditions and future policy decisions. Don't miss this enlightening conversation packed with financial insights and expert analysis.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Ever wondered how to strategically navigate the financial market, toggling between being bold and being boring? We promise you’ll gain invaluable insights as we sit down with Mike Larson, the Editor-in-Chief and VP at Money Show. Mike shares his journey from Weiss Ratings to his current influential role, shedding light on his strategic approach to market cycles. Learn how major economic downturns differ from shorter-term market events and the implications of central bank actions, particularly the Fed's maneuvers.
Discover how market volatility, events in Japan, and the carry trade dynamic draw parallels to past crises and what that means for today's financial landscape. Mike explains the resilience of the S&P 500 amidst VIX spikes and examines whether changes in options trading are tilting market dynamics. We also discuss the shifting performance of market leaders and what this could indicate for future trends. Don’t miss Mike's analysis of gold and silver investments, with a focus on central bank purchasing trends and the potential impacts of Fed policy shifts.
Finally, gain a deeper understanding of the interplay between geopolitical risks and oil prices, and the fascinating potential for small cap outperformance during bear markets. We cover internal U.S. politics, insights from the Money Show conference, and the changing sentiment among investors. This episode is a treasure trove of perspectives on market dynamics, economic indicators, and strategic investment approaches, all from one of the industry's seasoned experts.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if today's market turbulence signals the onset of another financial crisis akin to 1987, 1998, or 2008? Join me, Michael Gayed, Publisher of The Lead-Lag Report, as I engage in a profound discussion with Axel Merk, an authority in the gold industry. We dissect current market conditions, compare them with past crises, and uncover the diverse profiles of gold investors—from dollar skeptics to diversification seekers. Axel underscores the necessity of a well-rounded investment toolkit to navigate the unpredictability of financial markets, urging you to expand your comfort zone and prepare for the future.
Unravel the intricate relationship between Federal Reserve policies and market narratives in our compelling conversation. We scrutinize the Fed's prioritization of systemic risk over stock market valuations, the complexities of forecasting economic recessions, and the crucial role of credit spreads. Delving into the significance of timely yet limited jobs reports and the rapid shifts driven by media, Axel and I explore the unique market dynamics during slower summer months and the inherent challenges of economic predictions in a tightening monetary landscape.
Expand your global perspective as we analyze Japan's precarious financial situation and its potential worldwide impact, including rising borrowing costs and fiscal hurdles. We explore China's strategic gold purchases amid sanctions, the ramifications of increasing credit card delinquencies, and the evolving global economic landscape influenced by China's ascent. Reflecting on skepticism in investment trends and the enduring value of gold in diverse portfolios, I invite you to follow my live insights on Twitter for real-time financial market updates.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of the global margin call and understand why the yen's strength could be a critical point of failure in finance with macro researcher Weston Nakamura. In this fascinating episode, we uncover the latest developments in the yen carry trade and its ripple effects on markets like the NASDAQ and Russell 2000. Nakamura provides a deep dive into the Japan Ministry of Finance's interventions and their knock-on effects, drawing intriguing parallels with the post-1990s bubble burst era in Japan.
We also revisit the infamous 2008 financial crisis through the lens of the carry trade, particularly focusing on the AUD/JPY currency pair and its significant role in market volatility. Listen as we dissect the monetary policy mismatches between Japan and other global economies, and how geopolitical tensions and rising oil prices are adding layers of complexity to Japan's economic landscape. Nakamura explains the profound impact of these dynamics on the Japanese yen and the broader economy, especially given Japan's dependency on imported oil and the socio-political ramifications of rising energy costs.
In the latter part of the episode, we explore the unique investment behaviors of Japanese NISA account holders and their growing interest in U.S. equities amidst a depreciating yen. Discover how this shift is influencing global equity markets, particularly the S&P 500 and NASDAQ, and consider the potential for a reverse carry trade scenario. We also discuss the broader market trends driven by systematic and CTA flows, and what the future holds for Japan's interest rate policies under the Bank of Japan. This episode is packed with expert insights and analyses that will keep you well-informed on the shifting tides of global markets.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Ever wondered how Japan's delayed rate hikes or the U.S.'s soaring interest payments relative to GDP could reshape global markets? Get ready for a deep dive with Tavi Costa from Crescat Capital as we untangle the intricate web of current macroeconomic trends. Discover why Tavi holds a bearish outlook on the dollar and what that means for fiat currencies, as well as his perspectives on the dramatic positioning in mega caps and the unpredictable behavior of equity markets amidst recent turmoil.
Moving into the metals and mining industry, Tavi offers a goldmine of opportunities, literally. We discuss the concept of fiscal exceptionalism, the undervaluation of mining assets, and why private mining deals could be a jackpot for savvy investors. Tavi reveals how inefficiencies and conservative gold price assumptions create fertile ground for significant returns, especially through leveraged buyouts and strategic investments. If you're looking for new investment frontiers, this segment is not to be missed.
Lastly, we tackle the twin giants of AI and infrastructure spending. Learn about the paradoxical nature of AI's initial inflationary pressures juxtaposed with its long-term deflationary effects. Tavi also sheds light on China's aggressive stockpiling of metals and its undisclosed gold purchases, a strategy that could provide unexpected liquidity and act as a market tailwind. This episode is packed with critical insights for anyone keen on understanding the future trajectory of global markets and the burgeoning demand for metals. Prepare to reframe your perspectives with expert analysis from Tavi Costa.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of intelligent investing with Diego Parrilla, a former commodities and macro trading expert from JP Morgan, Goldman Sachs, and Merrill Lynch. Now at Quadriga in Spain, Diego introduces his innovative "anti-bubble" framework, illuminating how misperceptions in the market create undervalued opportunities. His strategy blends gold, fixed income, and options volatility to provide a well-rounded defense for your portfolio. Get ready to rethink your approach to market risk and learn how to capture premiums during extreme market events.
Discover the fascinating world of game-changing technologies and their market-shaking impacts. From the dot-com era to the rise of AI and ChatGPT, we discuss how technological excitement often leads to growth spurts and inevitable corrections. Learn why these bubbles might actually expedite the adoption of transformative innovations and how to shield your investments from their volatility. Diego provides insights into leveraging gold, volatility, and other precious metals to navigate through these turbulent times.
Dive deep into the economic challenges faced by high-debt nations like Japan and explore the complex interplay of geopolitical risks, economic imbalances, and energy trends. Understand the implications of Japan's soaring debt-to-GDP ratio, the potential for currency devaluation, and the global market repercussions. Drawing from historical analysis and expert insights from Ray Dalio, we unravel the interconnectedness of economic policies and global energy shifts. Equip yourself with strategic protective measures to safeguard your portfolio against these multifaceted risks.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if insider trading activity could reveal hidden market trends? Join us as we sit down with Jesse Felder, the brilliant mind behind The Felder Report, to uncover his remarkable transition from Bear Stearns to co-founding a hedge fund and pioneering financial blogging. Jesse shares his invaluable expertise in market analysis, emphasizing the underappreciated significance of insider trading and comparing today's market dynamics with the dot-com bubble era. He also addresses the ever-evolving challenges of creating engaging content in a landscape dominated by passive investing and algorithmic trading.
Next, we dive into the economic implications of insider activity with Professor Najat Sehun from the University of Michigan Business School. Leveraging her groundbreaking data, we discuss historically low net insider buying, signaling a bearish outlook from insiders. We explore sector-specific trends, the potential impact of election uncertainties, and unique insider buying activities in the small-cap space. Notably, we highlight turnaround situations like Beyond Inc., where executives like Marcus Limonis play a pivotal role in influencing these purchases.
Lastly, we tackle pressing issues like the potential misalignment between the forward PE ratio of the S&P 500 and current economic data, supported by indicators such as the Bloomberg Economic Surprise Index. We delve into macro indicators like the dollar, interest rates, and oil prices, and their effects on earnings projections. Our conversation underscores the importance of market breadth, with key signals like the Hindenburg Omen and Titanic Syndrome forewarning potential downturns. Emphasizing a conservative investment approach, we suggest diversification into energy, materials, real estate, and commodities. Wrap up the episode with heartfelt thanks to our live audience and a reminder to stay connected for future insights.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can Bitcoin truly be a better form of money than gold? Join us as we sit down with Mark Yusko, founder of Morgan Creek Capital Management, to unravel his transformative journey from traditional asset management to becoming a leading venture capitalist in the digital asset space. Mark opens up about his initial skepticism of Bitcoin, what led to his change of heart, and why he now sees it as a superior store of value. He also breaks down the distinctions between cryptocurrencies, utility tokens, and digital collectibles, offering a rich insight into the future of blockchain technology, which he intriguingly calls the "truth net."
Is the stock market rational or driven by unpredictable forces? In our next segment, we explore the pivotal role of data in today's tech landscape and the evolution of AI. Mark shares his thoughts on the explosion of data creation over the last decade, the critical challenges around data security, and the innovative investments in encrypted data chips. We also dissect the erratic valuations of tech giants like Intel and Nvidia, comparing them to past phenomena such as MicroStrategy's dramatic rise and fall. Mark cautions against shorting momentum stocks, reminding us that the market often behaves irrationally.
What does the future hold for global currencies? We delve into the complex world of cryptocurrency regulation and market dynamics, analyzing the SEC's approach to classifying cryptocurrencies like Cardano, Ethereum, and Solana. Mark discusses the SEC's enforcement tactics, their funding mechanisms, and the potential ramifications for investors. Wrapping up the episode, we turn our attention to Japan’s weakening yen and the broader economic implications. From the yen carry trade to demographic trends, Mark offers a compelling analysis of how Japan’s current economic situation could signal future challenges for the US and Europe. This episode is packed with thought-provoking insights and expert perspectives you won't want to miss!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if the American economy's foundation was built on small businesses rather than colossal corporations? Discover how we shifted from a decentralized landscape in the 1970s to today's monopolistic giants with our guest, Matt Stoller, an eminent public intellectual and author on monopolies and finance. Stoller reveals the philosophical shift that prioritized consumerism over citizenship, leading to a relaxation in antitrust laws and a landscape dominated by corporate mega-powers. Learn how this transition has created an economy riddled with extraction and bottlenecks, and how recent administrations are hinting at potential reforms to address these seismic changes.
We also delve deep into the political arena, examining how corporate power shapes the strategies of key political figures like Donald Trump and Kamala Harris. Trump’s evolution towards a traditional Republican stance is contrasted with Harris's nuanced and often contradictory relationship with corporate power and Silicon Valley. Gain insight into Harris’s mixed record as California's Attorney General and the potential influences from powerful entities like Wall Street and labor unions that could sway future policies. This chapter is a compelling look at the intricate dance between politics and corporate dominance.
On the global stage, Stoller tackles the complexities of antitrust enforcement, revealing the partisan divides that complicate the legislative process in the U.S. and similar challenges worldwide. Hear about the prolonged antitrust cases, such as the ongoing investigation into Google's monopoly, and the urgent need for more efficient enforcement. We also unpack the murky waters of pharmaceutical pricing, highlighting the significant role of pharmacy benefit managers in drug distribution and costs. This episode is a must-listen for those keen on understanding the systemic issues plaguing major industries and the emerging reform movements aimed at dismantling monopolistic control.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if the key to a more prosperous future lies in embracing deflation rather than fearing it? Join us as we sit down with Jeff Booth, technology entrepreneur and acclaimed author of "The Price of Tomorrow," to unravel the deflationary nature of technology and the transformative power of decentralized systems like Bitcoin and Nostr. Jeff provides a compelling argument for viewing Bitcoin as a protocol that offers a secure, decentralized alternative to our traditional, inflationary monetary systems. You'll gain a deeper understanding of how Nostr, a communication layer built on the Bitcoin protocol, ensures freedom of speech by preventing any central authority from controlling or limiting your audience.
We dissect the real estate and stock markets through the lens of Bitcoin, revealing how properties that seem to appreciate in fiat terms are actually losing value against Bitcoin. This eye-opening perspective highlights the inefficiency of traditional investments and underscores why Bitcoin-based companies might yield superior returns. Delve into the potential centralization threats posed by Bitcoin's layer two solutions and grapple with the challenges of setting price targets for this revolutionary asset. Discover how Bitcoin has the potential to reshape market dynamics and human freedom on a global scale, offering more efficient and equitable financial systems.
In our final chapter, we explore the staggering global debt and assets figures, discussing the insolvency of current systems and the potential for Bitcoin to reprice these assets fundamentally. We also touch upon the political ramifications of Bitcoin, noting the increasing engagement of politicians with the Bitcoin community to secure votes. As we wrap up, we entertain the idea of Jeff Booth for president and emphasize the importance of following him on platforms like Nostr and X. Don't miss out on Jeff's insightful book, "The Price of Tomorrow," and join us in expressing our gratitude to the audience for their continued support.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the Show.
Ever wondered how Federal Reserve policies are shaping the markets and economy? Join us as we welcome Joseph Wang, former senior trader at the Federal Reserve's open markets desk and author of "Central Banking 101." Joseph brings an unparalleled perspective to our discussion, shedding light on the Fed's increasing market interventions and its growing tendency to prioritize low unemployment over inflation control. You'll gain unique insights into the political dynamics within the Federal Reserve, including its apparent bias towards the Democratic Party and the political motivations behind calls for rate cuts.
We also tackle the intricate effects of rate cuts on various sectors, such as REITs and RMBS REITs, distinguishing between cuts spurred by economic downturns and those driven by declining inflation. Joseph provides an expert analysis of the banking sector's health, especially focusing on the challenges faced by regional banks and potential risks from commercial real estate. The conversation broadens to encompass the global rate-cutting cycle, exploring the actions of other central banks like the ECB and the Bank of Canada and their implications for the Fed and global monetary policy.
Looking ahead to the 2024 presidential election, we delve into how a potential Trump administration could influence US currency policy, particularly in terms of favoring a weaker dollar to boost exports. Joseph offers intriguing market indicators, including Taiwan's stock market and its impact on the tech sector, alongside classic Trump trades like immigration and tax cuts. We also highlight gold as an attractive investment, driven by global geopolitical tensions and US fiscal policies. This episode is packed with valuable insights on monetary policy, economic trends, and investment strategies you won't want to miss.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate dance of CPI on macro trading strategies. He also sheds light on the pivotal role tech plays in fueling market rallies, questioning whether this momentum is truly sustainable amidst a backdrop of uneven productivity gains.
In this episode, Julian unpacks the potential for a dramatic rotation from growth to value stocks, drawing comparisons to the dot-com bubble burst of the early 2000s. We explore the dynamics influencing gold and silver prices amid market turbulence and the critical factors that could transform a harsh market environment into a more favorable one. Julian also highlights the looming threat of rebounding inflation metrics in Q4, the Fed's possible delayed responses, and the historical parallels that could indicate severe equity market declines. All this, while considering the looming influence of upcoming elections on inflation trends.
Dive deep into the global macro hedge fund thesis with an exploration of Soros’ concept of reflexivity and its profound impact on financial markets. Julian provides a detailed analysis of how US monetary policy divergence and global negative interest rates have fueled a hyper-financialized economy, leading to significant capital inflows into US assets. We wrap up by examining the structural shifts in the bond market, the impact of changing demographics on bond demand, and how Macro Intelligence Partners equips institutional clients with essential macroeconomic insights and actionable trade recommendations amidst market chaos. Don't miss this episode packed with expert analysis and nuanced market perspectives!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Ever wondered how market psychology shapes investment strategies? In our latest episode, we have the pleasure of hosting Laurent Bernut, whose extensive career spans from the diplomatic halls of the French Embassy to the fast-paced realm of Japanese capital markets and hedge funds. Laurent takes us through Japan’s economic landscape, describing the current inflation, a weakening yen, and an ongoing real estate surge. He also sheds light on the investment opportunities within Japan's craftsmanship industries and the evolving openness towards foreign capital. Whether you’re an investor or merely a market enthusiast, Laurent's insights offer a treasure trove of valuable information.
Shifting gears, we explore the intricate dance between bull and bear markets with a focus on sector rotation and understanding beta. Laurent details how different sectors, such as consumer staples and technology, react to market changes and why adjusting long and short positions is crucial for risk management. We delve into the concept of net beta versus net exposure, offering strategies to optimize investment performance amidst fluctuating markets. If you’ve ever been curious about the mechanics of stock performance and the importance of market regimes, this segment is packed with actionable insights.
To wrap things up, we delve into the psychological dimensions of trading, particularly the concept of toxic shame and its profound impact on traders. Laurent shares compelling personal anecdotes, showing how self-worth can either fuel success or lead to self-sabotage. We also tackle the challenges of short selling in volatile markets and why position sizing is vital. As a special treat, Laurent gives us a preview of his upcoming book and the invaluable lessons it promises. This episode is a must-listen for anyone keen on understanding the deep connections between market dynamics and trading psychology. Don’t miss out!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can you anticipate market trends and mitigate risks to protect your wealth? Join us as we engage with Cameron Dawson, the Chief Investment Officer of New Edge Wealth, to unlock the secrets of managing ultra-high-net-worth portfolios. Cameron sheds light on the intricacies of handling substantial assets, emphasizing the critical importance of tax sensitivity and the intriguing potential of alternative investments. She shares her tactical yet long-term investment strategies, offering insights on maintaining quality across asset classes, and provides a thoughtful analysis of the current market cycle, the importance of respecting trends, and the dangers of low-quality rallies.
What drives international and small-cap market performance? Discover the conditions necessary for international and emerging market outperformance with historical insights from Cameron Dawson. Explore the impact of significant dollar devaluation periods and how capital flows facilitated major bull markets internationally. We also dive into the dynamics of earnings growth versus the risks of tech-driven bull runs, and assess the potential regulatory and political challenges that could impact mega-cap tech companies. Cameron's expert perspective provides valuable context for understanding the broader economic environment and the implications of Federal Reserve interest rate cuts.
How do you strategically manage portfolios amid economic uncertainties? This episode is a must-listen for anyone looking to enhance their portfolio allocation strategies. We examine the effects of Federal Reserve policies on financial markets, the nuances of balancing sector overweights and underweights, and the potential of alternative investments like private equity and private credit. Cameron Dawson's insights into managing equity portfolios in anticipation of a recession offer practical advice for navigating turbulent times. Tune in for a comprehensive discussion on balancing balance sheet relief with income statement health and ensuring rigorous due diligence in alternative investments.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
How much influence do U.S. presidents really have on oil prices? Our latest episode promises an eye-opening discussion with Dr. Anas Alhajji, an esteemed expert in the energy sector, who unpacks this and other critical topics. Dr. Alhajji sheds light on the often-misunderstood relationship between Middle Eastern politics and oil, and how Western media narratives miss crucial local stories with global ramifications. We also explore the strategic significance of the Strategic Petroleum Reserve (SPR) in the lead-up to elections.
Get ready to reimagine the energy landscape as we delve into the evolving role of natural gas and LNG. Dr. Alhajji critiques current climate policies and the unrealistic assumptions baked into energy transition models. He highlights the need for a cautious and nuanced approach to energy forecasts, particularly in light of factors like electric vehicle adoption and China's economic shifts. You'll gain a deeper understanding of why businesses, rather than short-term political policies, are the true drivers of long-term energy trends.
Our conversation takes a futuristic turn as we assess the potential of nuclear energy to meet the world's growing energy demands amidst climate change challenges. Dr. Alhajji discusses the pivotal role of nuclear energy in the Arab world and its geopolitical implications. We also confront the complexities of energy market data and the inflationary impacts of AI advancements. Tune in for a balanced, insightful, and at times humorous episode, complete with an amusing anecdote about weather forecasting with a chicken, as we reflect on the significance of reliable information sources and offer a cautious outlook on the future of global energy markets.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Could the Federal Reserve's next moves be politically driven and potentially reignite inflation? Tune in as we explore this provocative question with Jim Bianco, the president and founder of Bianco Research. Jim provides his expert analysis on the transition from a deflationary cycle to what he calls a "sticky inflation cycle," fueled by remote work, deglobalization, and the political manipulation of energy resources. He predicts a sustained inflation rate of 3-4%, significantly higher than pre-2020 levels, and cautions against potential rate cuts by the Fed.
We also dissect the complexities of quantitative tightening and its impacts on the economy, particularly focusing on interest rates and inflation. Jim highlights the current stock market's concentration in major companies like Nvidia, Microsoft, and Apple, and discusses the implications for traditional diversification. We examine the risks associated with popular ETFs and consider scenarios where diversified portfolios might outperform these concentrated indices. Jim brings a wealth of knowledge, shedding light on the disparity between Main Street and Wall Street and the evolving labor market dynamics post-COVID.
In the latter part of our conversation, we delve into the relationship between the stock market and rising unemployment rates, the demographic impact on investment choices, and the state of the gold market. Jim discusses gold's role as a non-correlated asset and the challenges faced by ETFs in a saturated market. We also touch on strategic bond market positioning and the long-term economic impacts of the 2020 global shutdown. This episode offers a comprehensive analysis of today’s complex financial landscape, providing valuable insights for both seasoned investors and newcomers alike. Join us for this enlightening discussion with Jim Bianco on Lead Lag Live.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if our entire understanding of capitalism is fundamentally flawed? Join us on a journey through history as we explore Richard Duncan's compelling argument that capitalism has evolved into what he terms "creditism." Starting from the collapse of the gold standard during World War I and leading through key events like the Great Depression and World War II, Richard provides an eye-opening historical analysis that shows how government intervention has become a cornerstone of our modern economy. Understand how significant changes in monetary policy during the 1960s and 70s, especially the severance of the dollar-gold link in 1971, have shaped the financial landscape we navigate today.
Ever wondered about the dangers lurking in our credit-based economy? Richard Duncan delves deep into the precarious nature of credit bubbles and the potential catastrophic consequences if they burst, as warned by Austrian economists like Ludwig von Mises. We also cover the government's pivotal role in staving off economic disasters during the 2008 financial crisis and the 2020 COVID-19 pandemic through aggressive deficit spending and monetary interventions. Additionally, we discuss the global implications of this credit-driven system, touching on how globalization, inflation, and geopolitical tensions like the war in Ukraine are intertwined with the Federal Reserve's and other central banks' policies worldwide. Don't miss this insightful episode that challenges conventional economic wisdom and offers a comprehensive understanding of our current financial system.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the Show.
Curious about why David Rosenberg is shedding his "perma bear" label? Join us for an eye-opening discussion with the esteemed economist as he challenges conventional wisdom and shares his optimistic outlook on markets outside the S&P 500. David dives into the hidden opportunities in Japan, India, and the commodities sector, emphasizing the importance of diversification and capital preservation. He also offers a fresh perspective on the often-overlooked UK market, providing valuable alternatives to the overvalued S&P 500.
Discover the surprising factors behind last year’s 3% GDP growth and prepare for a potential recession on the horizon. David sheds light on the connection between rampant fiscal stimulus, excess savings, and the resulting YOLO spending mentality that temporarily boosted economic figures. As he draws on historical economic patterns, David warns of the disconnection between large-cap tech stocks and the broader economy, suggesting that looming recessionary pressures could impact their long-term valuations.
Explore the intricate dynamics of Federal Reserve rate cuts and their far-reaching impacts, from the US dollar’s anticipated bear market to the robust performance of Japan’s equity markets. David offers keen insights into the structural changes within Japan’s corporate sector, the bullish outlook on India’s economic growth, and the intricate dance of commodity markets. The episode concludes with a lively Lead Lag Live discussion where David answers audience questions, offering a deeper understanding of today’s financial trends. Don't miss this engaging and informative episode with David Rosenberg!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Former Chicago Bears player turned trading guru Jon Najarian joins us to share his unique journey from the chaos of open outcry trading floors to the precision of modern digital trading. Feel the rush of the pits as Jon recounts the electrifying highs and lows, and learn why he believes female traders often have the upper hand, thanks to their cautious and disciplined risk management strategies. This episode is packed with eye-opening insights into the realities of trading, both past and present.
We tackle the turbulent world of market disruptions and volatility, analyzing historic events like the 2010 "fat finger" trade and the impact of social media influencers like Roaring Kitty. Jon dissects the current challenges in the cannabis sector, despite legalization. Discover why cannabis stocks have struggled and why some investors still see potential in this risky market. This isn't just about trading; it's about understanding the forces that shape financial markets and the importance of staying informed.
Dive into advanced options trading strategies and market analysis with us. Jon shares notable trades in companies like Lyft, Vornado Realty Trust, and QuantumScape, emphasizing the value of spotting significant options activities. We explore why disciplined trading and diversification are crucial, especially when volatility is high. Plus, get an update on Market Rebellion's expansion and new ventures. Whether you're a seasoned trader or just getting started, this episode is packed with practical advice and expert insights you won't want to miss.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Is the allure of AI stocks overshadowing the perilous reality of small-cap struggles? Join us in this episode as we dissect the intricate landscape of the current stock market with Peter Berezin from BCA Research. We promise an in-depth analysis of the bifurcated performance between thriving large-cap AI-driven stocks and the underperforming small-cap sector. Learn how key economic factors like the ongoing slowdown, diminishing job openings, and the depletion of pandemic savings are contributing to this divergence.
Discover Peter's insights on the prolonged and variable impacts of monetary policy and how the erosion of prior economic insulation is shaping market dynamics. We'll delve into the predictive power of construction job losses and the decline in multi-family housing starts as early indicators of a potential recession. This episode shines a light on how smaller companies, reliant on bank financing and cyclical businesses, face unique challenges that could amplify their struggles in a looming recession. Plus, we critically examine the potential overvaluation of large language models and AI profitability, and whether they can replicate the success of social networks.
We also tackle broader market concerns and sector strategies, drawing parallels between the UK's fiscal turmoil and the current risks facing the US economy. With a 7% budget deficit and low unemployment, we scrutinize the viability of the US dollar during a recession. Can China's economic recovery or a global manufacturing resurgence mitigate these risks? Peter shares thought-provoking perspectives on fiscal policy in an election year, including potential tax hikes and tariffs. Finally, find out where you can follow Peter's work and insights, and explore the long-standing reputation of BCA Research.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the Show.
Step into the world of precious metals with our fascinating guest, Keith Weiner, founder of Monetary Metals. Ever wondered how you can earn interest on gold, an asset traditionally seen as non-yielding? Keith reveals his journey from tech entrepreneur to economics PhD, and unpacks the innovative strategies his company uses to lend and rent gold to businesses. Learn how these practices reflect the broader economic system, particularly in the context of a debt-driven economy and the historical value of gold as a measure against the declining dollar.
Curious about the dynamics between gold and Bitcoin? We break down the historical price fluctuations of gold and the factors driving its market. Post-COVID, the gold market has shown a bullish trend, but what about Bitcoin's role as "digital gold"? Keith and I critically examine Bitcoin’s volatility and why it fails to serve as a stable store of value compared to the timeless reliability of gold. Through this comparison, we challenge high-conviction beliefs in Bitcoin and its limitations, particularly for those seeking stable, long-term investments.
We also journey around the globe to understand the burgeoning demand for gold in places like China, Turkey, India, and the Arab world. Despite dwindling volumes in Western Europe, gold prices remain high, driven by regional economic conditions and currency devaluation fears. Additionally, we explore the roles of silver and gold in today's economy, the potential of silver bonds, and the implications of holding precious metals in various forms. Keith provides a rich perspective on these topics, blending historical context with contemporary insights, making this episode a must-listen for anyone interested in the intricate dance of monetary policy and precious metals.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of Collateralized Loan Obligations (CLOs) with industry expert Shiloh Bates from Flat Rock Global. Shiloh, boasting over 20 years of experience, simplifies the complexities of CLOs, comparing them to mini-banks with diversified portfolios of first lien senior secured loans. Learn about the intricate structure of CLOs, from AAA tranches to the high-yield equity tranches, and discover why CLO equity attracts investors with its high profitability and cash flow potential. Shiloh also provides a thorough analysis of the risks and historical performance of CLOs, offering a compelling perspective on the future of this asset class.
In our conversation, we dive deep into what sets CLO equity investments apart from traditional bonds. Shiloh highlights the advantages of CLOs, such as their low loan-to-value ratios and the importance of diversification across sectors like healthcare, technology, and business services. Hear insights from past economic downturns, and understand why CLOs often outperform high-yield bonds with their secured nature and higher yields. Shiloh explains the lower default rates and greater recovery prospects that make CLOs an enticing alternative, especially in the current economic landscape.
Prepare for an eye-opening exploration of CLO portfolio management and market resilience. Shiloh discusses the critical roles of portfolio managers and their relationships with investment banks, ensuring lucrative opportunities. Learn how CLOs have stood strong during financial crises, including the 2007-2008 meltdown, and understand their structural advantages. Finally, get a sneak peek into Shiloh's comprehensive book on CLO investing, a must-read for anyone keen to deepen their understanding of this potent financial instrument. Don't miss out on this wealth of knowledge from one of the leading experts in the field.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Could China's gold buying strategies be reshaping the global economy? Join us as we sit down with Jan Nieuwenhuijs, a leading expert in the Chinese gold market, to unpack this fascinating question. Jan shares his unique journey from the glitz of the movie industry to the world of economics and gold analysis, offering a deep dive into China's complex relationship with gold. From the days when gold ownership was banned under strict communism to the rise of the Shanghai Gold Exchange in 2002, we explore the cultural and economic shifts that have led to significant gold accumulation by Chinese citizens and the People's Bank of China.
In our conversation, Jan reveals some startling insights into China's strategic gold acquisitions. Could the People's Bank of China be underreporting its gold purchases to maintain lower prices? Jan discusses this intriguing hypothesis, supported by discrepancies between official figures and estimates from the World Gold Council. We also delve into the broader implications of China's gold demand on its holdings in US Treasuries and the shifting global reserves landscape, emphasizing the historical and present-day significance of gold as a counterparty risk-free asset, especially in the face of global uncertainty.
Finally, we tackle some enduring myths and truths about the gold market. Jan debunks the notion that traditional supply and demand dictate gold prices and dispels conspiracy theories about price suppression by a nefarious cartel. We also explore the potential for a gold-backed BRICS currency and its implications for the US dollar's dominance. Whether you're considering investing in gold through ETFs or physical ownership, Jan offers valuable insights into the pros and cons of each method. Tune in to gain a comprehensive understanding of the intricate dynamics at play in the global gold market, with a special focus on China's pivotal role.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Can Americans truly be in a recession when wage inflation surpasses overall inflation? Financial wizard Ophir Gottlieb unravels this economic paradox in our latest episode. With a background in financial mathematics, AI, and hedge fund management, Ophir lends his expertise to untangle the complexities of the post-COVID economy. From the Federal Reserve's missteps to the widening gulf between large and small-cap stocks, we dissect the factors that shape the current economic sentiment and the persistent cooling that many feel.
Small businesses face a myriad of challenges today, and we tackle how rising unemployment rates and rental woes are signaling deeper economic troubles. Ophir and I explore historical patterns in housing prices during inflationary periods and contrast these with the unique impacts of the Great Recession. We emphasize how the Fed's policy decisions are influenced by the trajectory of economic data, and what that means for small and medium-sized businesses amid fluctuating credit spreads and inflation metrics.
Are small-cap stocks and Bitcoin the future of diversified portfolios? As we shift our focus internationally, we consider the potential for growth in these sectors and the impact of fiscal policies post-COVID. We also discuss the role of currency volatility and its implications on global markets, particularly Japan. Wrapping up, we express our immense gratitude to Ophir for his valuable insights and to our audience for their unwavering support. Stay connected, keep engaging with our content, and let's continue to navigate these economic waters together.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of disciplined investing with Daniel Mahncke, a finance and economics student from Frankfurt, Germany. In this episode, Daniel shares his journey into value investing and behavioral finance, shedding light on how legendary investors Warren Buffett and Charlie Munger shaped his investment philosophy. Learn how to mitigate biases with a structured investment process, inspired by Daniel Kahneman's "Thinking Fast and Slow," and the importance of integrating behavioral insights into actionable strategies.
Explore the exciting world of small-cap and micro-cap stock investing as Daniel offers his expert analysis on the differences between US and European markets. Discover why German small caps, often industrial or local production companies, provide tangible value and how cultural variations in stock market engagement impact investment strategies. Gain valuable insights into the microeconomic focus in Europe versus the macroeconomic considerations in the US and how these nuances shape market participation.
Navigate the complexities of portfolio management with Daniel's firsthand experiences and strategic advice. Understand the challenges of maintaining a concentrated portfolio and the tough decisions it entails. Learn the importance of geographic and sector diversification to manage risks and capitalize on growth opportunities. Daniel's discussion covers everything from microcap companies to investing in Chinese giants like Alibaba, offering a comprehensive view of modern value investing. Don't miss out on these key takeaways and investment wisdom from a passionate and knowledgeable guest.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Curious about the behind-the-scenes world of financial journalism? Join us as we sit down with Janet Alvarez, host of SiriusXM's Business Briefing, who shares her compelling journey from print journalism to radio. Janet highlights the different skill sets required for each medium and the importance of curiosity and analytical thinking. Together, we navigate the evolution of business journalism and the often-overlooked influences of political climates and editorial biases that shape the stories we read and hear. Janet also unveils the industry’s inclination toward negative, fear-driven narratives to captivate audiences.
Ever wondered how wealth disparities color perceptions of the economy? We address the growing divide between asset owners and non-asset owners and discuss signs pointing to a late economic cycle that could herald a recession. From top graduates struggling to secure jobs to heightened consumer price sensitivity, we provide a comprehensive overview of current economic conditions. Janet offers her insights into the market's defensive stance and the uneven impact on various sectors, while also considering how fiscal policies might extend or alleviate the late cycle phase, regardless of who holds presidential office.
Will AI revolutionize journalism and the stock market, or are there limitations to this technology? We explore the transformative potential of AI in these fields while acknowledging the irreplaceable value of human insight, charisma, and nuanced reporting. Janet and I debate the high valuations of AI-focused companies and the balance between diversification and high conviction bets. We wrap up with a discussion on the meme stock phenomenon and the role of prominent investors like Roaring Kitty. Aspiring journalists, take note: Janet shares invaluable advice on the importance of specialized knowledge and technical skills in the fast-evolving media landscape.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What if the impressive performance of a few semiconductor giants is masking the true health of the entire sector? Join us for an engaging conversation with Michael Gayed from The Lead-Lag Report. We'll dissect how ETFs heavily weighted by companies like NVIDIA and Taiwan Semiconductor can create a distorted picture of industry strength. Michael will guide us through the importance of examining all stocks within a sector to get a genuine understanding of market dynamics and stock performance.
In addition to sector analysis, we'll explore why picking the right industry might be more crucial than selecting individual stocks in today's unbalanced market cycles. Michael shares insightful perspectives on the exceptional performance of sectors like semiconductors while cautioning that not all companies within a booming industry are on equal footing. We also delve into thought-provoking discussions on how market movements are increasingly driven by for-profit entities rather than governments, echoing the dystopian concerns raised in George Orwell's "1984." Don't miss this episode if you're looking to challenge conventional wisdom and gain a deeper understanding of market trends.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Support the Show.
Is the current bull market too good to be true? Join me as I unpack the deceptive nature of this market rally . I dive into startling data from the Russell 3000 index, showing that a staggering 70.4% of its stocks are trading below their 2021 highs, even as the S&P 500 hits new peaks. I draw eerie parallels to the dot-com bubble of 1999, where a few select stocks soared while many others lagged behind, raising serious questions about the sustainability of today's market. The concentrated gains and lack of broader market participation are red flags that investors cannot afford to ignore.
In the second chapter, I turn my attention to investment strategies tailored for these uncertain times. I discuss the pitfalls of relying on market cap weighted averages and advocate for equal-weighted approaches, particularly for small-cap stocks. By examining the lessons from the 2000-2002 market period, I highlight the inherent risks of a market driven by a handful of dominant players. With historical insights underscoring the market's volatility, I urge listeners to remain cautious and mindful of market breadth and underlying fundamentals. This episode is packed with valuable perspectives for navigating a potentially unstable market environment.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Support the Show.
What if space mining could revolutionize our energy and commodity security? Join us on the Lead Lag Report as we welcome Brandon Weichert, a renowned national security analyst and author, to break down the complex world of energy, commodity security, and geopolitical economics. With an extensive background from his work with the National Interest and the Pipeline, Brandon brings unparalleled insights into how global warming policies and the Biden administration's domestic energy regulations are reshaping our energy landscape. We also touch on the strategic shift in global energy reliance, including the impactful destruction of the Nord Stream pipeline.
Venture with us into the untapped potential of space mining and its critical role in securing rare earth minerals. Brandon explains the compelling advantages of mining asteroids and the Moon, along with the importance of building alliances with friendly governments in Latin America and Africa. This episode doesn't just scratch the surface; we tackle the intricacies of geopolitical influence and the urgency to counteract Chinese and Russian dominance in crucial resource areas. Discover the exciting possibilities spurred by recent lithium discoveries in Pennsylvania and the regulatory considerations necessary for tapping into these resources.
Our conversation turns to Taiwan, a pivotal flashpoint in the US-China power tussle, and its indispensable role in the semiconductor industry. We analyze the contrasting positions of the Biden and Trump administrations on Taiwan and discuss Taiwan's military strategy, with Brandon suggesting an insurgent-style defense over traditional approaches. As we conclude, we delve into potential global flashpoints for World War III, comparing the Middle East with the Russia-Ukraine conflict, and examining the interconnectedness of global powers like Iran, Russia, and China. Don't miss Brandon's insightful perspectives and his recommendations for further reading to deepen your understanding of these critical issues.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What happens when private equity infiltrates the world of business? Join us as we uncover the truth with Gretchen Morgenson, a veteran financial journalist who transitioned from stockbroker to investigative reporter. Gretchen shares her unique journey and provides a deep dive into the evolution of financial journalism. We discuss how the democratization of the stock market has changed the landscape and the critical challenges posed by a decline in investigative reporting.
In this thought-provoking episode, we tackle the predatory practices of private equity, using real-world examples such as Red Lobster and Noranda to illustrate the devastating impact on businesses and communities. Discover how asset stripping and leveraging companies with debt can lead to financial ruin, burdening businesses with insurmountable debts and forcing them into bankruptcy. We also delve into the complexities of the high-yield junk debt market and the intriguing shift of riskier debt to private credit, questioning how this movement might be affecting public markets.
Our conversation extends into the opaque world of private credit markets, where Gretchen shines a light on the urgent need for transparency and scrutiny. We explore her book, "These Are the Plunderers," co-authored with Josh Rosner, which uncovers the long-term consequences of private equity in sectors like healthcare. Shocking academic findings reveal the increased costs and mortality rates following private equity takeovers in healthcare settings. As we wrap up, we reflect on the current state of investigative journalism and discuss how to foster quality, narrative-driven reporting in an era where AI and entertainment-focused media dominate. Tune in for an enlightening discussion on the complexities and consequences of private equity.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
What happens when a former military intelligence officer decides to navigate the intricate world of gold and precious metals? Join us as Christopher Aaron reveals his extraordinary journey from the battlegrounds of Afghanistan and Iraq to becoming a savvy market analyst. Christopher's personal anecdotes shed light on the flaws of mainstream narratives and the power of precise technical analysis in understanding market trends. He emphasizes the significance of price as a true market indicator and shares the challenges of assessing the real value of commodities like gold.
Ever wondered why large-cap gold miners are lagging despite gold's impressive gains? We explore this puzzling scenario and its implications for investors. Christopher also engages in a thought-provoking comparison of gold versus Bitcoin, influenced by recent legislative changes in the U.S. Our discussion extends into the macroeconomic factors affecting precious metals, including the evolving correlations between gold, interest rates, and currencies. This episode is a treasure trove of insights for anyone keen on deciphering market behaviors and refining their investment strategies.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the Show.
What does the future hold for NVIDIA, and could its impact rival that of Tesla or Cisco? Join us in this episode as we sit down with veteran trader Gareth Soloway to dissect the market forces at play. We delve into the psychology of market behavior, the saturation of the AI chip industry, and the looming competition that could shift the landscape. Gareth offers his seasoned perspective on China's potential role in this market and whether NVIDIA's dominance is sustainable.
Shifting gears, we analyze the transportation ETF (IYT) and the head and shoulders pattern shaping market sentiment. We uncover the stark disparity between major indices and the Russell 3000, revealing hidden weaknesses beneath the surface. Our discussion extends to consumer debt, inflation, and the Federal Reserve's maneuvers, providing a holistic view of the economic landscape. We also clarify the nuances between interest rates and credit risk, shedding light on market liquidity conditions.
In the latter part of our conversation, we explore a variety of investment strategies, emphasizing the balance between right and wrong calls. Gareth highlights "fat pitch" trades and opportunities in emerging markets like China and Brazil. We also delve into the overlooked potential of palladium, the evolving narratives around Bitcoin, and the promising yet underperforming biotech sector. Wrapping up, we stress the importance of risk management and strategic trading approaches, offering listeners a comprehensive guide to navigating today's complex market dynamics. Don't miss out on these essential insights!
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Get ready to dive into the exciting world of mining stocks with our guest Trevor Hall, a seasoned journalist turned mining and mineral exploration podcaster. In this captivating episode, Trevor shares his fascinating journey from academia to the mining industry, driven by his insatiable curiosity and knack for asking 'dumb questions.' Join us as we explore the signs of a surging bull market in commodities like copper, gold, and silver, and discuss the critical role of geopolitical forces on supply and demand. We also delve into the art of stock picking in the mining sector, uncovering the key factors to consider when evaluating mining and exploration companies. Don't miss this insightful and thought-provoking conversation with Trevor Hall on the Mining Stock Daily Podcast and Journalism.
The mining industry is experiencing bullish momentum like never before, and in this episode, we explore the reasons behind this surge with Trevor Hall, host of the Mining Stock Daily podcast. From the impact of U.S. tariffs on EV technologies to China's influence on commodity super cycles, we dissect the market dynamics shaping the mining sector. We also dive into the investment landscape, contrasting the volatility of junior mining companies with the agility of mid-tier players like Equinox Gold and B2Gold. Discover the undervalued mining stocks to watch out for and gain insights on the importance of jurisdiction, project quality, and management when selecting your investments. Join us as we navigate the world of mining stocks and uncover the secrets to successful investing with Trevor Hall.
Are you intrigued by the world of mining stocks and exploration equities? Join us as we sit down with Trevor Hall, the host of Mining Stock Daily podcast, for an in-depth exploration of the mining industry. In this episode, Trevor shares his journey from academia to the heart of the mining sector, driven by his passion for continuous learning and engagement with industry experts. We discuss the indicators of a confirmed bull market in commodities like copper, gold, and silver, and examine the role of geopolitical forces in shaping supply and demand. From the potential impacts of U.S. tariffs on EV technologies to the metal requirements for digital infrastructure build-outs, we uncover the trends and investment opportunities in the mining industry. Don't miss this enlightening conversation on the art of stock picking in the mining sector and discover the projects that could be ripe for growth.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets of securing capital for your startup as I, Michael Gayed, join forces with NYU Stern’s own Professor Glenn Okun to unravel the complexities of entrepreneurial finance in today's challenging economy. Together, we dissect the current climate where surging interest rates are reshaping the terrain for rising businesses, scrutinizing the high barriers and intensified competition for investment. This episode is a treasure trove for entrepreneurs looking to navigate the stormy seas of venture capital and establish a stronghold in a market where Goliaths are increasingly dominant.
Venture beyond the startup scene with us as we also tackle the thorny issues around the green energy transition and the fallout from COVID-induced financial landscapes. Diving into the world of investment strategies, we question the viability of passive approaches in an age of market anomalies and scrutinize the energy sector's pivot toward practices that favor shareholders. With Professor Okun's expertise lighting the path, we examine the forces of political sway, corporate power plays, and technological breakthroughs that could very well overturn the status quo of the investment universe. Tune in for an episode that promises to equip you with the insights to make savvy decisions in a market brimming with both peril and promise.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Witness the bond market's reality through the eyes of Matt Dines, CIO of Build Asset Management. Matt joins us to dissect the challenges and illusions present in fixed income investments, particularly for the retiring generation that has heavily depended on them. With the end of the 40-year bond bull market hidden behind nominal gains and masked by negative real rates, we confront the truths that every investor needs to hear. Matt reveals how the post-GFC era, zero interest rates, and quantitative easing have distorted the market, leading to significant real losses in purchasing power. Our discussion also delves into the policy tools and market shifts since 2016, including the pandemic's role in exacerbating conditions, signaling a need for a strategic pivot in fixed income investing.
Prepare to navigate the ripple effects of the Federal Reserve's policy changes that are sending shockwaves through the U.S. Treasury and mortgage-backed securities markets. We scrutinize the repercussions for banks, dissecting the intricacies of net interest margins and repo market dynamics. As the yield curve's future remains uncertain, we evaluate the banking sector's response to these fluctuations and consider gold as a beacon of stability during volatile times. In an environment of financial uncertainty, understanding these elements is crucial for grasping the broader economic picture and making informed investment decisions.
Finally, we bridge the gap between traditional financial systems and the disruptive force of Bitcoin. Reflecting on my extensive experience in fixed income credits, we examine gold's historical role in stabilizing sovereign balance sheets and how Bitcoin emerges as a technical solution to age-old monetary issues. As we ponder Bitcoin's resilience and potential to rectify international trade imbalances, we recognize the value of our engaged audience. Your participation, live or at your leisure, enriches our exploration of these complex financial narratives.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the potential to elevate your life through real estate investing and personal development with my latest guest, Clint Murphy. As a former CFO turned real estate entrepreneur, Clint brings a wealth of knowledge and candid tales from his own transformation. In our animated conversation, we dissect the nuanced strategies behind successful property investments and the importance of fostering growth, not just in your portfolio, but within yourself and your team. Prepare to have your perspective on real estate reshaped, as Clint imparts his philosophy on investing, growth, and the unexpected lessons learned along the way.
Ever wonder how salesmanship weaves its way into every fiber of a business? Together, Clint and I venture into the critical role of engagement, retention, and the art of making bold financial decisions. We explore the mantra of "hire slow, fire fast" and its impact on creating resilient teams. This episode will guide you through the labyrinth of capital raising and deal execution, providing insights that could make or break your next big venture. So, if you're looking to master the art of deal-making or just want to understand the audacity behind high-stakes entrepreneurship, you won't want to miss these revelations.
As we wrap up our insightful exchange, we scrutinize current real estate market trends and strategies for maintaining cash flow amidst economic uncertainties. We examine the adaptability of companies like Shape in the post-pandemic landscape and debunk the myth of a perfect work-life balance in the pursuit of wealth. I share narratives on the value of hard work, persistence through failure, and unwavering conviction – the unsung heroes of success. Tune in for a dose of reality and inspiration that could be the catalyst for your next bold move in the world of investing and beyond.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Navigate the perplexing currents of today's investment landscape with us, Michael Gayed and expert analyst Sam Burns from Mill Street Research, as we dissect the S&P's dominance and the challenges of traditional diversification. Gain valuable insight into the shifting sands of asset allocation, where the once-reliable tactics now stumble in the face of large-cap earnings surprises and the creeping dread of 'zombie companies' amidst rising interest rates. Our conversation spans from the perplexing behavior of small-cap stocks to the potential economic ripples of the November elections, painting a comprehensive picture of a market at a crossroads.
As we parse through the intricate economic recovery, Sam and I scrutinize the historical echoes of inflation and how today's landscape differs, considering the impacts on housing, the auto industry, and consumer spending. We delve into the enigma of emerging markets and China's influence, probing the gap between GDP growth and corporate earnings while dissecting the sector allocation mix affecting investment returns. Join our intricate dance through economic indicators and the commodities market, as we shed light on gold's breakout and the shifting tides that may influence your next investment move.
Thank you for tuning in to an episode brimming with insights and a forward-looking perspective on fiscal policy, bank credit growth, and the economic indicators that matter most in our post-COVID world. For those keen on staying abreast of market trends and expert analysis, follow us on Mill Street Research, Twitter, and LinkedIn. A heartfelt nod to Sam Burns for his invaluable expertise and to our listeners for embarking on this journey through the financial landscape with us. Here's to more enlightening episodes and engaging discourse ahead.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Embark on a journey through the evolving world of finance with none other than Caleb Silver, the Editor-in-Chief of Investopedia, as your guide. You're in for an enlightening conversation that traverses Caleb’s illustrious career from Bloomberg to CNN, and his passionate advocacy for financial literacy. We tackle how the fast-paced nature of today's media impacts the integrity of business journalism and the challenges of sifting through vast data to uncover the genuine economic narratives. By the end of our chat, you'll have a deeper understanding of why positive economic indicators and public sentiment often don't align, and just how predictive Investopedia's search trends and Anxiety Index can be for the markets.
Feel the pulse of economic anxiety as it ebbs and flows with the tides of political discourse. Our discussion with Caleb reveals the intricate relationship between market fluctuations and our collective psyche, dissecting how political leanings can skew our economic perceptions. As we peel back the layers of media influence, question the motives behind the dramatization of financial news, and shine a light on the latest craze in options trading, we expose the raw nerves of investor behavior and market volatility. This episode paints a vivid picture of the current financial climate and the role media plays, extending beyond simple market updates to the very heart of personal finance concerns.
As we round off this comprehensive exploration of the financial landscape, we take a heartfelt look at the need for financial education, with Caleb sharing his evolution from TV producer to a champion of financial literacy. We delve into Investopedia's initiatives to make financial knowledge accessible, discussing the importance of ethical investing and the pitfalls ensnaring rookie traders. Witness the cultural shift towards zero-commission trading and its effects on investors' behaviors, and soak in the stories of market phenomena like AMC and GameStop. With this episode, your arsenal for navigating the financial markets responsibly will be significantly enhanced, and you'll be primed for our upcoming session with Sam Burns from Mill Street Research, promising to keep you at the forefront of financial acumen.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the Show.
Unlock the secrets behind the ever-evolving world of retail investing with our special guest, Stephen Sikes, COO at Public. This episode promises a journey into the heart of modern market dynamics, where we shatter the myth of the "dumb money" investor and introduce you to the savvy, diverse profiles making their mark on the financial landscape. Stephen brings his seasoned expertise to the table, revealing how Public has opened doors for an influx of younger investors since 2018, and demonstrating the platform's commitment to education and long-term investment strategies, despite the allure of options trading and speculative assets.
The allure of volatility is undeniable, and our conversation with Stephen dives into how retail investors are riding the waves shaped by Bitcoin ETFs, the Reddit IPO, and the narratives that fuel their investment choices. We examine the robust performance of certain tech giants, the surprising agility of small-cap sectors, and how retail investors are increasingly preferring individual stories to broad ETFs. Stephen and I also tackle the complexities of options trading in a fluctuating market, discussing how retail investors balance their portfolios between ambitious trades and dependable, long-term investments.
As we wrap up this episode, we focus on the recent shift toward more conservative investment vehicles such as bonds, showcasing Public's innovative bond trading platform. We dissect the divergent outcomes for AMC's equity and bondholders, illustrating the critical importance of a diversified portfolio. And by challenging the stereotype of retail investors as careless risk-takers, we underscore the calculated strategies they employ, highlighting Public's role in fostering an informed and strategic investing community. Join us and equip yourself with invaluable insights that redefine what it means to be a retail investor today.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the mystery behind the surging gold prices as I, Michael Gayed, sit down with the esteemed Alasdair Macleod. With his unparalleled experience spanning the financial spectrum, Alasdair sheds light on the intricate dance between currency value and gold—a beacon of stability in an unpredictable economic seascape. Our discourse journeys through the global lens, where gold is not merely a commodity but the bedrock of wealth, and we dissect the possibility that rising gold prices may signal a waning dollar instead of a gold rush.
Venture through a world where Bitcoin and gold clash in a battle for the title of true financial security. Alasdair, with his wisdom, guides us through the labyrinth of these two assets as hedges against counterparty risk, and unravels the tapestry of investing in gold, both in paper form and its tangible allure. We navigate the silver market's curious dynamics, touching upon manipulation, industrial demand, and the investment horizon in the mining sector, all set against the backdrop of escalating geopolitical tensions and interest rate hikes.
As we wrap up our conversation, Alasdair and I contemplate the implications of global economic currents on gold's gleaming ascent. We scrutinize the faltering US dollar, the influence of interest rates on the G7 economies, and the stark realities facing the European banking system. The episode culminates with a glimpse into the profound challenges of recapitalizing the European Central Bank, offering listeners a riveting panoramic view on the pressing issues shaping the world's financial future. Join us as we unravel these golden insights, equipping you with the foresight to traverse the tumultuous tides of our global economy.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to have your perspectives on asset management and digital assets revolutionized as we're joined by the astute James Sayffart from Bloomberg Intelligence. Together, we navigate the complex terrain of the mutual fund and ETF industry, with an intriguing focus on the burgeoning world of Bitcoin ETFs. Our discussion is not just timely—given the legal entanglements like the Grayscale court case—it's crucial for anyone seeking to understand the implications of ETFs as both trading instruments and long-term investment solutions, and how their structure influences investor behavior within the tempestuous Bitcoin market.
Venturing beyond, we dissect the fabric of the Hong Kong ETF market, contrasting it with its U.S. counterpart and speculating on the future of a Dogecoin ETF amidst stiff regulatory winds. We address the seismic industry shift from high-cost to low-cost asset management, scrutinizing why traditional fund managers are hesitant to cut fees in the face of low-cost giants like Vanguard. Additionally, we look into the burgeoning realm of active ETFs, examining their role in market flows and the fine balance they must strike between innovation, cost efficiency, and the pressures to justify their fees.
As our conversation culminates, we forecast the prospective dominance of ETFs over mutual funds, debunk liquidity myths, and consider direct indexing as a rival to the traditional ETF model. We unpack the complexities of tokenized funds and how blockchain might redefine asset ownership and custody. As we bid farewell, we express our heartfelt gratitude for the community's engagement and leave you with a teaser for the future of these enlightening discussions. For those who thrive on in-depth analysis and foresight in finance, this episode is an invaluable treasure trove.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your personal finances. From the Federal Reserve's ledger balancing acts to China's post-festive resurgence, Howell and I lay out how financial titans' strategic moves ripple through economies and touch the common investor.
As we journey through the intricacies of Japan's influence on global cash flow, the allure of gold in a fluctuating interest rate landscape, and the head-to-head of traditional havens against digital currencies, you'll gain a new appreciation for the delicate balance of international finance. This episode peels back the layers of market sentiments, revealing the surprising resilience of gold, the dance of inflation, and the emerging narrative of a commodities renaissance that echoes the bygone '70s. All this while pondering the potential upheavals that a surge in oil prices could unleash upon an already tense global stage.
Finally, join us as we navigate the often-misunderstood signals of economic health—the yield curve and credit spreads—and their real-world implications on job data and your pocketbook. We tackle the conundrum of a strong US dollar, the shadows of currency manipulation, and the specter of fiscal alliances that could redefine global economic alliances. As we unveil the state of global liquidity and the forces that could pivot the financial markets, our discussion will arm you with insights to understand the waves you surf in the vast ocean of global economics.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to financial sovereignty with Lisa Hough, a beacon in the realm of Bitcoin and personal empowerment. As a colleague of Caitlin Long at Custodia, Lisa brings her wealth of experience from the trenches of energy trading and a firm belief in the revolutionary potential of self-custody. This episode is not just a journey through Lisa's impressive career from Unchained Capital to Salomon Brothers and Enron, but a masterclass in harnessing the volatility of the energy sector for financial independence. Her advocacy for energy maximalism is a clarion call for anyone yearning to break free from traditional financial constraints and make bold, confident decisions about their economic future.
As the conversation steers towards the broader impact of Bitcoin, you'll be thrust into the heart of global economics and media narratives that shape the perception—and reality—of cryptocurrencies. We grapple with Bitcoin's role in reshaping global reserve currencies, the advent of AI in transactions, and the contentious debate surrounding Bitcoin ETFs and market behavior. Furthermore, the dialogue shifts to the vital inclusion of Bitcoin education within academic curricula, sharing personal vignettes and the triumphs of thought leaders who are paving the way for a financially literate generation. This episode is an essential listen for those intrigued by the intersection of finance, technology, and education, offering both an informative and provocative perspective on the future of money.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Join the conversation with the acclaimed Hal Brands, historian and strategist, as we navigate through the labyrinth of geopolitical shifts that are forging new narratives in world affairs. Our engaging dialogue traverses the precipice of global economic uncertainty, sparked by events such as the COVID-19 pandemic, the conflict in Ukraine, and the simmering tensions across the Middle East. Brands' expertise shines as he dissects the concept of mutually assured economic destruction, particularly spotlighting the precarious US-China relationship. By extrapolating insights from his book "Danger Zone," we also scrutinize the shadow of conflict that looms over these superpowers.
Strap in as we dissect the emerging alliances that are redrawing the geopolitical map in Eurasia, where powers like Russia, China, Iran, and North Korea are crafting a new world order through strategic partnerships. The intricate web of military and economic exchanges is laid bare, revealing a burgeoning alliance system that stands to challenge the existing US-centric global structure. We pay close attention to the pivotal role of Western military assistance in Ukraine, weighing the global support against internal American sentiment and the surprising outcomes that have arisen since the conflict's inception.
Finally, we cast an analytical eye on the American political landscape and the hurdles that face US aid to Ukraine. The intricacies of Capitol Hill politics are dissected, revealing the complexities behind aid allocations and the unexpected beneficiaries within the US military-industrial complex. The delicate dance of global oil prices and their influence on domestic politics, coupled with the cautious stance of the US and EU on Russian energy sanctions, are examined through a geopolitical lens. Brands and I conclude by envisaging the potential foreign policy pivots in a future US administration, pondering the strategic moves that could reshape US-China relations and the broader global economic fabric.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of macro trading with trading maestro Jonathan Matthews, as he shares the wisdom gleaned from his illustrious career at Brevin Howard. I'm your host, Michael Gayed, Publisher of The Lead-Lag Report, and in this episode, we delve into Jonathan's transition from handling equity derivatives and FX to revolutionizing the way retail subscribers view the markets with his 'Super Macro' analysis. Our exchange is sprinkled with tales of volatility and the rare, golden moments that define a trader's journey, offering you a front-row seat to the thought processes of an industry veteran.
The Fed's recent mixed messages have traders and analysts alike scratching their heads—what's their endgame? Jonathan and I dissect this bewilderment, contemplating the interplay between economic signals, such as the soaring core PCE inflation rate, and the silent response from the Fed. We examine the peculiar timing of rate cut speculations considering global financial uncertainties and the upcoming U.S. election, giving listeners an edge in understanding these cryptic strategies.
To cap off, we probe the U.S. economy's surprising resilience to the Fed’s rate hikes and what this means for inflation control efforts. The conversation transitions to the broader market, where we discuss vulnerabilities and the capacity for potential deleveraging events, contrasting current market conditions with those in the run-up to the 2008 crisis. Plus, we shine a light on the curious case of precious metals amidst a skeptical market. Join us for a session packed with expertise to help you navigate the tumultuous waters of finance.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of the energy market with the astute insight of Amena Bakr from Energy Intelligence Group. Our conversation journeys through Amena's transition from a journalism background into becoming a vital voice on energy trends, focusing on the delicate interplay of oil prices and Gulf economies. We dissect the roadmap these nations traverse, balancing economic diversification with maintaining oil prices that fuel their development ambitions while steering clear of demand destruction. Amena's profound knowledge brings to light the intricate dynamics of the Middle East's energy landscape, providing a rare glimpse into the strategies employed by countries like Saudi Arabia and the UAE to secure their economic future.
Imagine a world where global economic uncertainties and geopolitical chess moves set the stage for an unpredictable energy market. This episode paints a vivid picture of the current geopolitical risks, including the curious case of how major events once capable of causing oil price shocks now barely ripple through the market. We discuss potential oil price spikes tied to conflicts in the Middle East, OPEC's delicate dance to manage market expectations, and the looming question of whether technology and AI could redefine our understanding of the energy sector. With Amena's invaluable expertise, we scrutinize the shifting landscapes that investors and policymakers must navigate.
Journey with us as we wrap up our dynamic discussion with a peek into Amena's meticulous process of energy analysis and research. We share resources for those hungry to dive deeper into the energy sector, spotlighting where to access Amena's comprehensive reports and the latest updates. This episode goes beyond the surface, offering a powerful synthesis of the complexities that shape the global energy narrative.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of weathering financial storms with PNC's Chief Investment Officer, Amanda Agati, as she delivers an enlightening perspective on investment strategies for the modern market. In our enthralling conversation, Amanda dissects the complexities of post-pandemic finance, where old certainties have crumbled, and the wisdom of maintaining diversified portfolios has never been more critical. From the poetic market sentiment echoed by the Rolling Stones to the perplexing behavior of credit spreads and small caps, we're peeling back the layers of today's economic conundrums.
Tune in for a rare glimpse into the Federal Reserve's chess game with interest rates and inflation, as Amanda Agati breaks down the current state of play. She explains why the Fed might hold off on dramatic moves, despite the hovering specter of persistent inflation in the energy and service sectors. Furthermore, Amanda challenges the notion that moderate inflation is a market malaise, suggesting that it might actually fuel the fire of earnings growth and valuation expansion. We also ponder the repercussions of a slight rate reduction by the Fed and the importance of managing the market's emotional tide over time.
As we wrap up, the conversation shifts to the lopsided landscape of the stock market and the potential for a resurgence among the overlooked majority of S&P 500 companies. Amanda shares her aspiration for a more broad-based market rally and the sparks that could ignite such a shift. Finally, we turn our eyes to the horizon, where AI looms large with its promise to revolutionize productivity and economic growth. We spotlight companies like NVIDIA that are at the vanguard of this transformative wave and close with pointers on how to keep abreast of emerging trends that could redefine our financial future.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on a journey to the heart of systematic investment strategies with Dan Russo, Portfolio Manager at Potomac Fund Management. This episode promises to elevate your understanding of professional money management, as Dan recounts his evolution from the dynamic NYSE floor to masterfully employing technical analysis and a disciplined, rules-based investment approach. Our conversation cuts through the noise of financial folklore, showcasing how to test and quantify the predictive power of market indicators using innovative tools, and peeling back the layers of history to uncover what truly moves the market needle.
We zero in on the pivotal practice of risk management, where Dan and I dissect Potomac's composite model approach to investment decisions, explaining its influential role in navigating market participation. The delicate dance of understanding when to harness the potential of different funds and mandates is unraveled, as we emphasize the significance of tail risk indicators like the VIX. We also unravel the self-adjusting nature of asset correlation and market cycles, presenting an eye-opening glimpse into a strategy that sidesteps the need for individual stops, instead favoring a dynamic rotation that responds to market ebb and flow.
Finally, we wade into the bond market's murky waters, exploring the shifting relationship between treasuries, credit spreads, and stock market volatility. As we analyze the transformation from an inverse to a positive correlation between stocks and bonds, our conversation offers valuable insights into portfolio implications amidst the current inflationary backdrop. Listen closely as Dan imparts wisdom on the precursors of market turmoil and underscores the art of loss mitigation—a cornerstone of enduring investment triumph. This episode is an essential guide through the ever-evolving investment landscape, assuring listeners a richer understanding and a sharper toolkit for financial decision-making.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Every so often, we encounter stories that starkly remind us of the incredible resilience of the human spirit. This episode features an extraordinary individual whose journey from the depths of domestic violence and crime to the peaks of entrepreneurship and philanthropy embodies this resilience. Our guest's candid revelation of his transformative life story, spurred by pivotal mentorships and a relentless pursuit of self-improvement, will undeniably inspire you. He discusses the power of choice and the belief that we are not defined by our past, but rather by the actions we take to shape our future.
Navigating through the labyrinth of business success, our conversation turns to the invaluable lessons learned from failures. Our guest shares his insights into the importance of strategic planning, building assets, and the realization that success encompasses not just profit, but also creating value for the community. We delve into his commitment to tackling social issues, including domestic violence and human trafficking, revealing the profound impact that one's success can have on the lives of others when directed towards the greater good.
Lastly, we explore the foundational elements of a robust business culture, the importance of conversation, and the community in entrepreneurship. Our guest emphasizes the role of culture as the guiding force during challenging times and the necessity for leaders to understand and support their team's goals. This episode is not just a recount of triumph over adversity, but also a masterclass on the resilience needed for entrepreneurship and the transformative effect of giving back. Join us for a powerful lesson in how, with the right mindset and support, you can overcome your circumstances and contribute positively to the world.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the underlying currents of monetary policy with Ira Jersey, Bloomberg Intelligence's lead US interest rate strategist, as we explore the Federal Reserve's communication intricacies and the recent dovish signals that have left the markets buzzing. With a seasoned eye, Ira dissects the balancing act the Fed performs while steering the economy, providing an expert's take on how their guidance, or lack thereof, sends ripples through the interest rates and risk assets. Expect a deep dive into the challenges of forecasting in an unpredictable economic landscape and the implications of the Treasury's actions on market stimulation.
Venture with us into the realm of government fiscal policy where the impact on household spending and the economy is as complex as it is profound. Let's scrutinize the role of government transfers, such as Medicare and Medicaid, in supporting household income and debate the sustainability of these programs against the backdrop of swelling deficits. This conversation doesn't shy away from the controversial; we tackle the paradoxical effects of fiscal stimulus on inflation and growth, and even ponder the future of labor in the age of artificial intelligence.
In our concluding segment, we peel back the curtain on the mechanisms of Treasury auctions and the corporate credit landscape. This episode is a treasury of knowledge for those keen to understand the forces that shape our financial world and the hidden levers that move markets. Join us for a journey through the intricate web of economics, policy, and trading that you won't want to miss.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to navigate the treacherous currents of the fixed income market as I, Michael Gayed, along with the astute Althea Spinozzi from Saxo Bank, impart pivotal insights into a decade of fixed income strife and strategies. Our latest Lead-Lag Live voyage casts a spotlight on the inflationary tumult and investor risk perceptions that have molded the financial seascape, with Althea expertly dissecting the ebbs and flows from the European debt crisis to today's volatile treasuries. Catch the drift as we scrutinize the enduring strength of credit spreads amidst a swift rate hike cyclone and discern the foreboding clouds amassing over the junk bond horizon.
Feel the pulse of the Federal Reserve's monetary machinations and their enigmatic influence on long-duration treasury yields through the lens of Althea's profound expertise. As we probe the complex dance between fiscal policy and the looming US election, we weigh the Fed's prospects of navigating the economy without tipping the political scales. This delicate balance underscores the paramount discussion for investors and policymakers alike, highlighting the Fed's pivotal role in maintaining economic equilibrium as we edge closer to 2024.
Venture further into the global theater where the chess pieces of international investors and national policies sway the fate of US Treasuries. Acknowledge the seismic potential of a Japanese investment retreat and the consequent shockwaves that could jolt the global markets. We also cast our gaze towards China and Europe, dissecting how their economic strategies resonate with the US financial ecosystem. With Althea's expertise at the helm, brace for a comprehensive analysis of transatlantic rate dynamics, served directly from her Saxo Bank analyses and Twitter dispatches, ensuring you remain a move ahead in the strategic game of fixed income markets.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark with me, Michael Gayed, as we navigate the ever-shifting terrain of financial advising, featuring the remarkable insights of Kurt Altrichter, the mind behind Ivory Hill. As the financial markets oscillate with the uncertainty of our times, Kurt's leap from a conventional wirehouse broker-dealer to the helm of his own firm during a pandemic is nothing short of inspiring. Together, we unravel the tapestry of today's investment challenges, discussing the nuances of asset allocation in an era where the S&P 500's dominance challenges diversification strategies. Our conversation traverses the delicate balance between the stability of dollar-cost averaging and the protective strategies like buffer ETFs that shield against volatility.
The art of investment is a masterpiece of patience and strategy, particularly poignant during bear market cycles that test the resolve of even the most seasoned investors. This episode sheds light on these historic stretches of stagnant markets, such as the years from 1964 to 1982, and the "lost decade" that began the new millennium. Kurt and I reflect on the psychological battles investors face, and how such trying times catalyze a shift towards more proactive asset management. By embracing technical analysis and dividend strategies, we reveal how calculated risks can transform upward trends into opportunities for substantial returns.
As retirement planning looms on the horizon, we dissect the transformation of 401k plans and the increasing popularity of model portfolios. Through client stories and real-world scenarios, we demonstrate how goal-based financial plans can triumph over age-old adages in securing a more comfortable future. Kurt illuminates the battle against inflation's erosive effects on fixed incomes, stressing the necessity to preserve purchasing power for those golden years. Whether you're an investor seeking clarity in a fog of market complexity or a financial advisor hoping to sharpen your edge, this episode is a wellspring of wisdom for the financially curious.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the mysteries of the Nordic equity markets with insight from David Bagge, a distinguished stockbroker and head of a single-family office. In our thorough exploration, we dissect Sweden's OMX S30 index, shining a spotlight on its leading sectors, banking, and industrials. You'll see how currency strength, particularly the Swedish krona, is affecting powerhouse exporters like Volvo and Atlas Copco. Experience a rare look into the curious case of macroeconomic indicators diverging from equity performance, a phenomenon not exclusive to Germany and a signal of caution for investors amid market highs.
Venturing into the realm of real estate, we draw parallels between Swedish and U.S. housing markets, examining the current landscape shaped by mortgage rate hikes and the shift from low-rate fixed mortgages. Our dialogue takes a turn as we question the real influence of AI in investment and labor markets, discussing its portrayal in financial media and its embryonic presence in Sweden compared to the U.S. Concluding with a golden touch, we delve into the strategic inclusion of commodities like gold and silver in a diversified portfolio and discuss the expected surge in their value, sharing insights that could steer investors toward substantial growth opportunities.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
When philosophy meets the stock market, you get the insightful musings of Mark Ritchie II, a trader whose lineage and passion for strategy games have deeply entrenched him in the unpredictable world of trading. Our conversation meanders through his family's storied history in the markets, the philosophical underpinnings that guide his approach, and how a life of evaluating odds has equipped him for the rollercoaster ride of risk management. Ritchie's narrative is a fascinating tapestry of legacy, logic, and the allure of the trade.
Navigating the choppy waters of market volatility requires a keen eye for trends and a dedication to mastering one's chosen trading strategies. We dissected the volatile nature of markets, sharing personal anecdotes of when to hold back or engage, and the significance of narrowing your focus to excel in specific strategies. The discussion pivots around recognizing warning signals like high volume selling, and understanding the dance between riding out bull markets and weathering bearish downturns. All the while, Ritchie's probabilistic wisdom underscores our exploration of the nuanced art of risk management.
Wrapping up this episode, the virtues of a steadfast investment process are held up to the light, alongside the challenge of staying true to one's trading style in the fast-paced, information-heavy age of social media. Newcomers to the trading scene are implored to understand the distinction between analysts and traders and to recognize the mirage of perfection in the trading world. For those hungry for more insights, the episode extends an open invitation to follow and engage with our analyst from Minervini Private Access. Together, we've charted a course that covers the essence of what it takes to navigate the markets with acumen— a journey as philosophical as it is financial.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Have you braced yourself for the economic tempest on the horizon? Tuomas Malinen joins us to share his contrarian forecasting methods and discusses why preparing for the grimmest scenarios could be crucial for survival in today's volatile market landscape. We delve into the paradoxes of global liquidity, where central banks are fueling markets while preaching monetary tightening, and what this means for your investments.
This episode is a deep dive into the ripples caused by central bank strategies and their potential to churn the seas of global market volatility. We examine the potential impact of China's liquidity strategies and the looming expiration of key financial programs, offering insights into the indicators that could signal the next big market shake-up. Plus, we navigate through the nebulous territory of inflation and fiscal stimuli, unpacking their intricate relationship and what it spells for your financial future.
In a world where economic stability can feel as elusive as a mirage, we dissect the banking system's vulnerabilities and investment strategies that could weather the storm. From the perplexities of the Federal Reserve's actions to the European banking system's struggles and the encircling clouds over US commercial real estate, we cover all bases. And as we grapple with geopolitical tensions and their financial reverberations, we also touch on the delicate art of economic risk forecasting. So, if you're looking to make sense of the economic chaos and seek shelter from potential financial downturns, this is the discussion you won't want to miss.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the invisible forces shaping our dinner plates as Josh Linville from StoneX unveils the high-stakes world of the global fertilizer market. Our latest episode takes you on a journey through the geopolitical chessboard, where the moves of countries like the Middle East, Russia, and China dictate the flow of nutrients that power agriculture worldwide. As we navigate the turbulent waters of trade disruptions and regional conflicts, Josh dissects how these events ripple through food production and the wallets of consumers everywhere.
Shipping routes aren't just lines on a map—they're lifelines that carry the essentials for our harvests. Amidst the backdrop of a world reeling from the Russian invasion of Ukraine, we probe the delicate dance of transporting fertilizer, with a particular focus on the pivotal role of the Middle East. As Josh shares anecdotes of vessels rerouting to avoid conflict zones and the consequent impacts on delivery schedules, it becomes clear just how intricate and vulnerable our supply chains are—a puzzle where the pieces are constantly shifting.
Technology in agriculture isn't solely about the latest tractor model—it's a revolution happening at the very roots of our crops. Josh walks us through the cutting-edge developments in fertilizer application, from stabilizers to biologicals, and how these may redefine our approach to farming. Yet, as the industry grapples with high prices, we consider the possibility of a silver lining: a rethinking of fertilizer use that could make our food supply more resilient. Join us, as we explore the rich tapestry of market dynamics, innovative strides, and the hard decisions farmers face in the quest to feed the future.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the mysteries of the housing market with Eric Finnigan, our esteemed guest and VP of Research at John Burns Research and Consulting. This episode peels back the layers of how immigration, the “lock-in” effect, and our shifting work culture are reshaping where we live and invest. Eric, a seasoned expert who's weathered the storm since the 2007 financial crisis, breaks down the economic tango between homeowner decisions and market fluctuations. Engage with us as we parse through the entangled web of homeowners clinging to low mortgage rates, regional inventory shifts, and how the convenience of remote work is influencing the American dream of homeownership.
Then, we tackle the looming "silver tsunami," sifting through the facts and fiction about the anticipated wave of homes flooding the market as baby boomers pass on. Eric provides a fresh perspective on the generational battle for housing, evaluating the financial prowess of boomers and the impact of their decisions on market dynamics. We also zoom in on the home builders' crusade against zoning and development challenges in their mission to bridge the 2 million-unit housing gap. By the episode's end, you'll have gained a robust understanding of the economic forces at play and the potential directions in which the housing market could pivot, grounded in the wisdom and foresight of a distinguished market watcher.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Unlock the secrets of savvy investing and retirement planning with Morningstar's Christine Benz, a distinguished figure with over three decades of financial acumen. Our conversation peels back the layers of Morningstar's analytical evolution, revealing the shift from a retrospective star rating to a predictive medallist rating system. Christine's insights into the pitfalls of chasing high-performing funds and the necessity of a shrewd rebalancing strategy are like a beacon for investors navigating the turbulent seas of fund performance and mean reversion.
Embark on a venture through the complexities of retirement decumulation and the crucial role of asset allocation with us. The discussion traverses the landscape of ever-changing market conditions, the uncertainty of longevity, and the specter of inflation, shining a light on the need for a well-fortified withdrawal strategy. Christine and I dissect the nuances of tax planning, the strategic timing of Roth conversions, and the potential of annuities to fortify retirement strategies, reinforcing the value of expert tax advice—a compass guiding you through the financial wilderness of your golden years.
Wrap up your financial education with a deep dive into the psychology behind retirement portfolios and personal finance decisions. We tackle the contentious debate of paying down mortgages versus investing and the implications of managing multiple retirement accounts. The conversation also ventures into the realm of passive investment strategies, their effect on market behavior, and the importance of broadening your horizons with international diversification. Christine and I unravel the misconception of diversity in ETFs, stressing the significance of investor cognizance in recognizing the real composition of their investment exposure. Join us as we chart the terrains of finance and retirement, ensuring you're equipped with the knowledge to craft your own path to security.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets to investment success with Jonathan Wellum, a titan in the realm of value investing, who grew a mutual fund company to an impressive $15 billion in assets. In our latest episode, you're invited to sit at the roundtable with Michael Michael Gayed and Jonathan as we dissect the disciplined evaluation of companies, emphasizing the significance of free cash flow and present value analysis. Find out why adjusting your investment models to fit seductively low interest rates can be a perilous game, and learn how Jonathan keeps a realistic view on investment risks.
The financial tides are turning, and with Jonathan's seasoned perspective, we navigate the complex relationship between rising interest rates, global debt, and their effects on the corporate world. Discover why gold and Bitcoin might be the life rafts you need for hedging against counterparty risks, and get Jonathan's exclusive take on the safety net of royalty companies in the gold sector. Through our conversation, arm yourself with the strategies to maintain profitability in your investments despite economic stagnation plaguing countries like Canada and Europe.
Finally, we tackle the thorny thicket of Environmental, Social, and Governance issues in investing. Feel the pulse of the investment community's recent pushback against ESG strategies and understand how ideological extremism may be distorting the energy markets. We also shine a light on the importance of cash reserves in uncertain economic times and share insights into crafting a portfolio that not only withstands volatility but also sets you up for long-term wealth creation. Join us for an episode that promises not only to enrich your understanding of value investing but also to equip you with the knowledge to thrive in a fluctuating economy.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to unlock the secrets of real estate investment in a market that's been through a seismic shift since the financial crisis. Joining me, Michael Gayed, is the astute investor and content creator Nick Halaris, who left his mark in law and consulting to conquer the property investment world. Our conversation navigates through the treacherous waters of macroeconomic changes and the tidal wave of institutional investment that has rewritten the playbook for housing markets, both single-family and multifamily. With Nick's expertise, we untangle the complex interplay of market forces, political debate, and the looming shadow of legislative action, giving you a front-row seat to the changing face of property investment.
As the discussion deepens, we lift the veil on the interconnection between real estate and politics, including the regulatory landscape that continues to mold the future of property ownership and investment. The concept of tokenization emerges as a beacon of innovation—imagine transforming your bricks-and-mortar investments into tradable securities through the magic of blockchain technology. Nick and I explore the impact of these advancements on liquidity, valuation, and the broader investment community. Then, we pivot to the juxtaposition of real estate and the fast-paced tech industry, assessing the role of physical infrastructure amid the digital revolution and dispensing essential wisdom for the aspiring real estate investor navigating a post-pandemic world. Tune in for a masterclass in adapting to the ever-evolving game of property investment with agility and foresight.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on an intellectual journey with Michael Gayed and our esteemed guest Brian Albrecht as we unravel the intricate tapestry of today's economic landscape. This episode guarantees to arm you with a deeper understanding of how data, computation, and behavioral economics are reshaping the field. Together, we scrutinize the rise of empirical research focused on causal relationships, and how these advancements influence policy-making and macroeconomic trends. By shedding light on the complexities of market power and competition in the US economy, we lay bare the fundamental shifts affecting both businesses and consumers.
As the dialogue progresses, Brian and I confront the contentious issues of market concentration, inflation, and the role of 'superstar' firms in our economy. We tackle the misconceptions around price gouging head-on, emphasizing the need to discern the nuanced interplay between supply and demand. The chapter on tariffs cuts through the political rhetoric, offering a candid evaluation of their consequences on international trade, domestic manufacturing, and the wallets of everyday Americans. This segment is sure to challenge your preconceptions and enrich your grasp of current economic policies.
Concluding with a look towards the horizon, our conversation shifts toward the pressing concerns over government debt, regulatory landscapes, and the economy's ability to adapt in uncertain times. Brian's insights shine a light on how markets and regulations can evolve, presenting a hopeful outlook on the potential for reform and innovation in the face of these challenges. This episode is more than just a podcast; it's a panoramic view of our economic reality, intended for those ready to embrace a sophisticated perspective on the forces shaping our fiscal and regulatory frameworks.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
When the markets turn turbulent, it's the steadfast who not only endure but emerge with stories of resilience and integrity. Today, I'm joined by Todd Harrison, a Wall Street sage with over three decades of trading under his belt and an unwavering advocate for the cannabis industry. Our conversation takes you through the thick smoke of regulatory haze into clear insights on the current state and future of cannabis investments. Todd's personal narrative of discovery and advocacy post-9/11 provides a poignant backdrop to our exploration of this green frontier.
Peering into the ever-changing landscape of US cannabis markets, we tackle the complexities of state-level legalization and the monumental shifts in investor psychology that have seen a deluge of capital flow into this burgeoning sector. Todd and I dissect the implications of federal legalization, particularly the fine line between Schedule I and II classification, and the rippling effects of the Garland Memo. We venture further, forecasting the emergence of dominant industry players poised to captivate institutional investors, while also unpacking the strategic movements in a market bracing for regulatory concrete changes.
To cap off our deep-dive, we shed light on the delicate balance of navigating markets fraught with volatility—where integrity is the beacon guiding companies and investors alike through the storm. We reflect on the cycle of sentiment that propels the market's heartbeat and the anticipated rise in stock prices buoyed by fresh liquidity. As we close, it's clear that the narrative around cannabis is shifting from stigma to acceptance, revealing unique investment opportunities in wellness. Keep your portfolios open and your minds sharper, as Todd Harrison offers a treasury of insights in this episode.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Discover the intricate web of the semiconductor and AI industries as we sit down with Dylan Patel, chief analyst at SemiAnalysis. Peering beyond the surface, our conversation unravels the global complexities of the semiconductor supply chain, the geopolitical chess game impacting the industry, and the seemingly irreplaceable expertise of specialized companies. With Dylan's rich background in data science and a team boasting experiences from ASML to hedge funds, this episode is a treasure trove of insights for anyone keen on the technicalities and market dynamics that govern these pivotal sectors.
Venture with us into the depths of the AI chip market where the tides of power are ever-shifting. We scrutinize the balance between tech behemoths forging their own AI processors and the enduring dominance of Nvidia. As we dissect the pressures of chip design and software ecosystems, we also cast an eye towards the potential of market consolidation, and what it could spell for smaller entities and the future of innovation. This is a must-listen for those fascinated by the push-pull of economic forces and technological advancements driving today's digital revolution.
Finally, we zoom out to the broader economic landscape, drawing parallels with the internet boom and pondering the revenue and valuation implications of the AI surge. Are current market leaders investing wisely into AI, or will history repeat itself with newer, more adaptable players taking the lead? We offer our perspective on investment strategies within the semiconductor capital equipment sector and address the misconceptions surrounding NVIDIA's venture investments. Engage with us as we navigate the complex yet exhilarating intersection of AI, semiconductors, and the future they're intricately shaping.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the hidden forces shaping today's rental market as Jay Parsons from RealPage joins us to challenge conventional wisdom with surprising facts and trends. Who knew that a surge in home sales doesn't necessarily mean doom for the rental industry, or that a record-high apartment supply won't guarantee a drop in rental prices? Buckle up for a deep dive into the relationship between rental demand, apartment supply, and the younger adult population, shedding light on why 2021's rental market behaved in such unexpected ways. We also explore the buzz around commercial real estate conversion and its true impact on housing availability.
As the chat with Jay unfolds, we navigate the resilience of home buyers against a backdrop of economic headwinds and the surprising shift toward individual ownership. The conversation takes a turn to examine rental property owners grappling with rising operational costs. How do these financial pressures squeeze profitability in the rental sector? We'll discuss the influence of inflationary trends and take a glance at the steady growth in Midwest markets, which offers a refreshing contrast to the unpredictability of coastal cities.
Wrapping up our insightful exchange, we peer into the future of rental markets and the crucial role regional banks play in the equation of construction lending. Revisit the monumental changes to the U.S. inflation calculation since 1981, including the advent of owners' equivalent rent, and its profound effects on Federal Reserve policy-making. Lastly, we bust common myths about renting, illuminating the myriad reasons people choose this lifestyle, often unrelated to financial constraints. Join us for a session brimming with revelations that are sure to reshape your perspective on the rental housing landscape.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on an intellectual odyssey with us, as I, Michael Gayed, sit down with the illustrious Chris Fenton, whose journey from Cornell engineer to Hollywood heavyweight has positioned him at the nexus of US-China relations. Chris's seasoned insights into the delicate interplay of culture and commerce between these two titans are a revelation, emphasizing a critical pivot toward balanced engagement without kindling the flames of conflict. Our conversation spans from the silver screens of Tinseltown to the corridors of power in Beijing, uncovering the nuances of trade imbalances, intellectual property challenges, and the intricacies of representing sports icons in the Chinese cultural landscape.
As the digital era permeates every facet of our lives, we scrutinize one of its most controversial offspring, TikTok, through the lens of geopolitical strategy and societal impact. Chris Fenton decodes the potential of this cultural powerhouse to sow discord among Americans, particularly the youth, by exacerbating divides and shaping political narratives. The implications are profound—we dissect the role of social media in molding perspectives and influencing public opinion, navigating through the subtext of 'woke' vs. anti-woke debates and the tug-of-war over data control. This chapter serves as a cautionary tale, alerting us to the unseen currents of foreign influence that stream through our daily digital interactions.
To conclude, we turn our gaze to the shifting sands of the business landscape with China, where the rise of its electric vehicle (EV) industry takes center stage. The conversation drives home the point with a look at Tesla's strategic maneuvers in this competitive arena and the broader implications for US-China corporate dance. We demystify the complexities that businesses face in this market—balancing economic prospects with national security and staying true to American values. This episode isn't just a deep dive into US-China affairs; it's a roadmap for entrepreneurs and policy-makers alike, who seek to chart a course through the opportunities and pitfalls that define this critical global relationship. Join us for a discourse that traverses from the boardrooms of the West to the bustling streets of the East, as we usher in a future where cooperation and competition coexist.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Step into the future of sports and biotech with our latest episode featuring Christian Angermayer, a visionary investor at the forefront of groundbreaking developments. We're unpacking the Enhanced Games, a bold reimagining of the Olympics that invites cutting-edge technology and regulated doping into the arena. Imagine a world where athletes optimize their performance with the full backing of science, competing in a landscape that values their hard work with proper compensation. Christian's insights challenge the status quo and paint a vivid picture of a world where AI and robotics unlock a new realm of human potential and leisure.
The landscape of personal wellness is rapidly shifting, and this episode delves into how societal evolution, spurred by movements like the queer and trans communities, is influencing the biotech and pharma sectors. Join us as we discuss the personalization of medicine, where choosing treatments extends beyond clinical needs to personal identity and aspirations. We explore the burgeoning success of drugs for weight management and body image, and I share my intrigue with the biotech industry's forays into performance enhancement and longevity. Christian and I navigate these complex topics, examining how they're poised to shape society's future norms and expectations.
For those with an eye on the biotech industry's pulse, this conversation sheds light on the resilience and innovation of companies leading the charge in psychedelics, like Atai and Compass. Despite economic headwinds, we explore the promise of a resurgence for these trailblazers in the coming year. Christian provides a wealth of knowledge on the strategic importance of owning patents and steering through the FDA's approval labyrinth. Beyond the business implications, we're exploring the profound potential of this work to reimagine human existence and enhance the way we interact with the world around us. This episode isn't just a conversation—it's a glimpse into the blueprint of tomorrow's human experience.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the silver lining in economic narratives with the insightful Zachary Karabell, who joins us to dissect the perplexing dichotomy of data-driven optimism and the public's financial pessimism. Zachary, with his investment acumen and expertise in sustainability, provides a nuanced perspective on why the allure of bearish sentiment overshadows a market performing better than the doom and gloom suggests. Through our conversation, we unravel the enigma of public sentiment that seems disjointed from robust economic indicators, and we probe into the socio-economic rifts that feed into this skepticism, despite an uptick in living standards across the board.
The idea of a golden past is often romanticized, yet our discussion with Zachary peels away at this illusion, revealing a time that wasn't as rosy as some might believe. We challenge the nostalgia that can cloud judgment, potentially stalling progress and sowing societal division. In this heart-to-heart, we confront the paradox of the highest global material security juxtaposed with dissatisfaction in governance, and how looking to history can give us a reality check on our contemporary challenges.
We then pivot to the international stage, analyzing the proposed tariffs on Chinese imports and the constitutional quirks that could let such policies come to pass. The economic dance between the U.S. and China is scrutinized, alongside the potential fallout for consumers, industries, and the larger financial markets. Zooming out, we consider the evolving dynamics in the Middle East and its waning influence on the global economy due to America's rise as a leading oil producer. Furthermore, we speculate on how global demographic shifts might shape inflation and consumption, offering personal investment insights in this ever-changing economic landscape. Join us for an episode that promises to elevate your perspective on the world's financial pulse.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the mysteries of market seasonality with Jeffrey Hirsch as he illuminates the patterns of stock performance tied to the calendar. We delve into the Stock Trader's Almanac, with a spotlight on the January effect and the peculiarities of small versus large cap behavior, especially during election cycles. In our conversation, Hirsch dissects the nuances of interest rates, market breadth, and the small cap to large cap ratio, offering a treasure trove of insights for investors keen on decoding current market dynamics and forecasting future trends.
Venture beyond the borders of the U.S. financial landscape as we traverse the globe, examining the seasonal strength in ETFs such as XLE and FCG and their implications on the energy sector. From China's economic hurdles to India's bullish surge, we confront the role of geopolitics and currency shifts during the market's 'best six months'. We also scrutinize sector rotation and market sentiment, arming you with knowledge to navigate potential volatility and capitalize on emerging market leaders.
Lastly, we scrutinize the overarching influence of the Federal Reserve's policies and dissect the correlation between the 10-year Treasury yield and the S&P 500. Hirsch shares his expertise on the S&P 500's pivotal levels and the Fed's decision-making process, with a keen eye on credit spreads and bond market signals. Whether you're intrigued by Bitcoin's seasonal trades or seeking strategies for commodities like oil and gas, this episode is packed with actionable advice interwoven with the analytical prowess of a market seasonality guru.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the mysteries of tech investing with the astute Max Osbon, head of Osbon Capital Management, as he reveals why concentrated portfolios may just outshine traditional diversification strategies. We navigate the nuanced world of asset allocation, discussing the unforeseen risks in bond markets and the seismic shifts within technology sectors, from AI to the 'Mag Seven' tech giants reshaping global market capitalization. With Max's insights, you're primed to understand the intricacies of investment cycles and the profound influence of major tech companies.
Contemplate the financial implications of the FOMO-driven tech frenzy as Max and I dissect the trends that have investors on the edge of their seats. The strategic role of Cloudflare and other content delivery networks comes to light, proving pivotal during election periods and peak internet traffic times. We then cross-examine the sustainability of various tech contenders and the importance of selecting quality investments—a crucial discernment in an era where meme stocks and rapid market shifts can make or break fortunes.
With Max's guidance, we delve into the evolution of cybersecurity, the decline of regional banks, and the burgeoning private credit scene. As we chart the transformation of the banking landscape, look ahead to strategies that protect and grow substantial account balances through private credit and REITs. And as we conclude, discover how individual portfolio management can cater to the unique investment ambitions of each client. Join us for a riveting exploration that promises to redefine your financial perspective.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of the Fed's influence over the markets as we sit down with Jim Bianco, the respected mind behind Bianco Research, who's here to deconstruct the perplexing relationship between Federal Reserve policy and market behavior. Our conversation bridges the gap between the pandemic's economic upheaval and the resulting new norms in work culture, real estate, and the bond market's response to inflationary pressures and rate shifts. Jim's insights on the Bianco Total Return Index and its ETF, WCBN, shine a light on investment strategies that cater to the informed investor, eager to navigate the currents of economic indicators with a seasoned captain at the helm.
As we traverse the financial terrain, the topic of wealth distribution and economic assistance takes center stage. Jim artfully dissects the curious case of robust corporate bond issuance amid lackluster performance in some stock sectors, emphasizing the stark disparity in asset ownership and debt across income levels. This segment of our discussion isn't just an analysis; it's a call to contemplate the intricate forces shaping market liquidity and consumer choices. Prepare to be engrossed by our examination of credit spreads, the spending habits of diverse economic strata, and the interplay between consumer behavior and inflation.
The final stretch of our journey with Jim Bianco casts a spotlight on how technology and international policy shifts are redefining investment strategies. From the potential global impact of Japan's monetary policy to the prospective role of AI in finance, we tackle the pivotal questions facing today's investors. Whether you're adjusting your approach to yield management in fixed income investments or timing the launch of new ETFs, Jim's foresight offers a roadmap for the prudent investor navigating an ever-evolving fiscal landscape. Tune in and equip yourself with the acumen to thrive in the complex world of finance.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unpack the intricacies of the stock market with us, Michael Guy and Andrew Moss, as we highlight the unappreciated influence of small caps in this dynamic financial landscape. Join our conversation to understand why keeping an eye on these market underdogs could transform your investment approach. Delving into the relationship between interest rates and small cap stocks, we dissect whether a shift in rates is the key to small cap success. Plus, we tackle the broader implications of mid-size companies and retailers, painting a comprehensive picture for traders and investors alike.
The market's pulse is ever-changing, and this episode offers a pulse check on the potential risks lurking behind trends, especially in the wake of 2021's peak performance. Together, we scrutinize various technical indicators, dissect the disproportionate sway of large caps, and speculate on the emergence of a possible 'concentration bubble.' Will the giants fall, or will the minnows rise? Our analysis ventures into the realm of sector leadership and market styles, suggesting that smaller companies may be gearing up for their turn in the spotlight.
Wrapping things up, we explore the nuanced art of risk management and investing strategies in a market bristling with economic reports and Federal Reserve meetings. I share why tightening your defense might be a smart play, as we navigate through choppy waters of market corrections and volatility. For traders looking to balance their portfolios with precision and care, our insights on scaling positions and adhering to disciplined trade management are invaluable. Tune in for a wealth of knowledge that could be the edge you need to sail through the market's storms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on a financial odyssey with the esteemed Frank Capillari, the mastermind behind Cap Thesis, as we unravel the mysteries of market trends and trading strategies. Frank's journey from the trading floors of Instinet to the echelons of market analysis is nothing short of a Wall Street epic, filled with lessons from the dot-com bubble and insights into the art of high-quality financial commentary. Listen closely and learn how Frank's mentorship under technical analysis titans shaped his perspective on the markets and how his candid storytelling reveals the heartbeat of trading.
Ever wondered why defensive sectors like utilities can defy market expectations or how shifts in sector leadership signal the market's health? Probe these questions and more as Frank dissects trading techniques that leverage VWAP and volume percentages, and critiques the reliability of overbought and oversold indicators. The conversation takes us through a landscape of market behaviors and the subtle art of identifying trading opportunities, offering a fascinating study of the markets that could refine your investment strategies.
Concluding with a masterclass on sustaining a credible research service, Frank underscores the discipline needed in content creation and the value of a contrarian perspective in stock analysis. Reflect on the influence of long-term trends versus yield rates, and how standout market predictions can cement a professional reputation. This episode isn't merely a discussion; it's an investment in wisdom from a seasoned market commentator, providing you with the tools to navigate the tumultuous tides of finance with confidence.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob's deep expertise in geopolitical futures, we unravel how international events and power plays can dramatically affect your portfolio. From the overlooked warnings in Russian equities to the miscalculations surrounding Europe's natural gas debacle, our discussion serves as a masterclass in marrying geopolitical acumen with financial foresight.
Embark on a journey through the nuances of China's internal politics and the dance of de-globalization, where Western perceptions clash with Eastern realities. As we dissect America's changing view on China's economic threat, learn how this Great Power's internal struggles and global PR maneuvers could reshape your investment landscape. We'll also shed light on the subtle yet powerful shifts towards regional power balances and the quest for technological sovereignty, underscoring why understanding these trends is crucial for anyone aiming to thrive in an era where economic interdependencies are being redefined.
Finally, broaden your horizons as we look beyond the usual suspects to the emerging markets ripe with potential, like Brazil, Indonesia, and Turkey, and consider how geopolitical analysis is indispensable in constructing resilient investment portfolios. From the semiconductor industry and energy transition to the biotech sector, Jacob and I dissect the sectors where innovation and geopolitics collide, revealing the risks and opportunities that could define the future of investing. Don't miss this insightful exploration of global investment strategies, where each revelation could be the key to unlocking your next big opportunity.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on an intellectual journey with me, Michael Gayed, as I sit down with the astute Vitaliy Katsenelson, a value investor who brings a refreshing twist to traditional investing wisdom. Together, we dissect the true essence of value investing, where Vitaliy's unique perspective—shaped by his move from Russia in 1991 and honed through years of experience—blurs the lines between value and growth. His disciplined approach to treating stocks as whole companies and his commitment to a margin of safety resonates throughout our discussion, particularly as he shares his strategy behind managing his investment in Uber.
As the conversation steers into the realm of the oil industry, prepare to scrutinize the factors influencing oil demand and the steady advancement of electric vehicles. I shed light on why the road to a post-combustion engine world might be longer than anticipated, considering the current state of charging infrastructure and the influence of ESG trends on the investment landscape. Listen closely for insights on identifying oil companies that excel in managing the cyclical nature of the market—those with the combination of low production costs and strategic leadership that spells success.
In the finale of our episode, Vitaliy and I navigate the broader scopes of the energy transition and the art of marketing within the investment sector. You'll hear candid reflections on the intersection of our personal philosophies and professional practices, and how authenticity has played an unexpected role in business growth. Our discussion traverses the political and practical challenges of green energy adoption, spotlighting nuclear power's potential in the energy mix. For a blend of personal anecdotes, industry expertise, and the untold narratives behind investment decisions, tune in for a deep dive into the minds that see beyond the numbers. And for those who prefer the spoken word, my musings on investing are now available on the Intellectual Investor, the "lazy man's podcast.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Elbridge Colby, the architect of the 2018 National Defense Strategy and author of "The Strategy of Denial," joins us to untangle the complex web of China's rise and its implications for global power dynamics. Our conversation spans the globe, from the strategic corridors of Washington D.C. to the manufacturing hubs and supply chains disrupted by COVID-19. As we explore Colby's pivotal role in reorienting defense priorities and his vision for U.S. engagement with China, the dialogue reveals a world where military might, economic interdependence, and technological advancements are inextricably linked. The stakes are high, and the need for a nuanced approach to international relations has never been more pressing.
Economic warfare, once a subplot in the annals of history, has taken center stage in the face of China's expanding influence. We dissect the synthesis of military strength with economic sanctions, the brewing storms of information and technology conflicts, and how these elements coalesce to shape the geopolitical chessboard. Colby offers an arresting analysis of the narratives within China, which cast the U.S. as an economic adversary, and we scrutinize the delicate balance of power in the Asia-Pacific. The discussion traverses the strategic pain points, from China's stronghold in global medicine supply chains to the looming specter of military conflict over Taiwan, underscoring the urgency for decisive action.
The episode crescendos as we interrogate the implications of China's geopolitical gambits on the U.S. administration's policies and the broader canvas of great power competition. Colby challenges the perceived efficacy of cultural and information warfare, championing direct military capability as the cornerstone of international strategy. We conclude with a call to arms for intellectual rigor and the pursuit of peace through strength, navigating the fine line between respecting China's ascent and safeguarding the global balance of power. Engage with us on this cerebral journey as we dissect the strategy of power in a world where every move could dictate the future of international harmony.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the seismic shifts in global capital flow as I, Michael Guy, welcome the astute Lawrence McDonald to our podcast. Our exchange traverses his vast experience, from Convertbond.com's inception to the Lehman Brothers' downfall, paving the way to his bestseller. Engage with us as we unfold the market's current state, spotlighting the migration of capital towards emerging, undervalued asset classes. Lawrence's insights on navigating the market's snares—both bearish and bullish—are invaluable for those looking to reposition strategically amidst economic tremors.
Venture into the geopolitical chessboard with us, where the energy sector's future hangs in the balance. We dissect how population booms and investment droughts signal an impending energy crisis, with a special focus on how increasing carbon footprints in nations like India and Indonesia could send shockwaves through the market. Lawrence and I scrutinize Putin's oil gambits, weighing their ramifications on not just inflation and Federal Reserve policies, but also on global power dynamics—from the Red Sea's strategic maritime routes to the impending shifts in American political landscapes.
We wrap with a riveting examination of how China's savings surplus could ripple across international markets, inviting listeners to ponder the East-West investment conundrum. Compare the lure of Chinese tech titans against Silicon Valley's stalwarts, and consider how their fates may intertwine with global commodity trends and a redefined NASDAQ. Our dialogue traverses the gamut from the Federal Reserve's rate hike puzzles to the enticing potential of precious metals, providing seasoned perspectives on navigating the intricate tapestry of global asset migration and investment dynamics. Join us for a thought-provoking journey through the evolving economic landscape.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to unravel the enigma of the stock market's fear gauge with Vance Harwood, whose transition from engineering to finance led him to decode the VIX and its complex dance with market volatility. Our riveting chat with Vance, an investment wizard with a sharp eye for the VIX's mathematical subtleties, promises to equip you with a fresh lens to view the inverse correlation between the Volatility Index and market downturns, and the asymmetrical nature of volatility during market upswings. Attune yourself to the behavioral patterns of investors and their role in shaping the market's pulse, as Vance dismantles skepticism about the VIX's reliability amidst a climate where a handful of stocks seem to dominate.
Venture deeper into the market's undercurrents as we dissect how volatility clusters influence the VIX and the broader market mechanics. Vance offers his insights on the contentious notion that the Federal Reserve might play a hand in curbing volatility, while examining the potent effects of derivatives on the market's infrastructure. This is your gateway to understanding the strategic maneuvers of hedge funds as they use the VIX to steer through financial squalls, a narrative that's both enlightening for the seasoned investor and accessible to the curious novice.
Wrapping up our cerebral symposium, we navigate the intricate strategies of market insurance and the art of timing hedges against market indicators. Vance decodes the impact of leverage on volatility during market upheaval, and casts light on alternative methods for replicating VIX futures' benefits without incurring steep costs. Through our deep-dive into options trading, VIX futures, and market cycles, this episode is an essential guide for anyone looking to grasp the interplay of market dynamics and volatility. Join us for this expedition into the financial unknown, where each piece of wisdom from Vance Harwood adds to your arsenal for battling the tumultuous seas of high finance.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to embark on a riveting journey with tech aficionado Paul Barron as we navigate the dynamic interplay of media, technology, and finance. Unlock the secrets behind the exponential growth of Paul's YouTube channel, the Paul Barron Network, and gain expert insights into how his enterprise has adeptly shifted from big data analytics for blue-chip companies to the pulsating world of crypto markets. This episode is a treasure trove for anyone keen to understand the power of AI, blockchain, and market trends in crafting a successful online footprint.
As the conversation unfolds, we dissect the game-changing impact of AI and NLP on blockchain analysis, shedding light on the art of trendspotting and market predictions. Paul reveals the sophisticated tools that sift through the noise to pinpoint actionable insights, sharing his expertise on how brands are leveraging blockchain's potential. We tackle the investment currents flowing through the crypto space, discussing the hype around Bitcoin ETFs and the trajectory of blockchain utility as we inch closer to 2024.
The future comes into sharp focus as we explore the transformative effects of blockchain across various sectors, from healthcare to real estate, imagining a landscape reshaped by smart contracts. Paul introduces us to the trailblazing "Magnificent Seven" of blockchain and their narrative power, raising the curtain on the next wave of tech giants. Discover how short-form content is shaking up e-commerce and why the next NFT boom could mirror the explosive growth of the internet era. Join us for this deep-dive exploration with Paul Barron – your lens into the future of tech and finance.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on an awe-inspiring trek through adversity with our indomitable guest, Cassandra Hartford, as she recounts her rise to prominence in the cutthroat realm of commercial real estate brokerage. The grit and grace of her story are bound to leave you spellbound, as she unveils how a childhood steeped in challenges only fueled her drive to excel in the dynamic Florida market. Her candid revelations provide a blueprint for navigating professional growth against the backdrop of life’s toughest trials.
In this episode, we dissect the ever-shifting tides of the real estate landscape, where Cassandra's astute observations on multifamily sector perils, investment strategies, and the lean towards leasing over buying, shine a light on the crucial adaptation mechanisms for industry players. The conversation swerves into probing the current deadlock where buyers and sellers war over valuations, and Cassandra's expertise illuminates the nuanced responses of small businesses to economic headwinds. Her insights are a treasure trove for brokers, investors, or anyone with more than a passing interest in the mechanics of the commercial real estate market.
Finally, the keen wisdom from Cassandra's journey lays down strategies for thriving within the competitive sphere of real estate brokerage. Her emphasis on mentorship and collaboration as cornerstones of success rings true for those navigating the entwined challenges of starting up and staying afloat in the business. Listen closely as we explore the evolving intersection of technology and relationship-building in this relationship-centric industry, providing a fascinating glimpse into the future of commercial real estate brokerage.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Gain invaluable insights into personal finance as Amir Noor, a seasoned financial advisor with a 15-year track record, joins me, Michael Gayed, in a riveting discussion that promises to untangle the often-misunderstood world of financial planning. Our conversation ranges from the nuances of different advisor types to the urgency of aligning your financial strategies with your most cherished life goals. We debunk the myth that investing trumps planning and highlight those pivotal moments, like starting a family, that sharpen one's focus on their financial future. As we navigate through generational shifts and societal trends, Amir lays out the foundational steps he employs to kickstart a client's journey towards financial clarity and empowerment.
As the buzz around loan forgiveness builds with the upcoming election, we dissect the critical need for financial literacy and the educational system's gap in providing it. The ease of falling into the traps set by credit cards and tempting 'buy now, pay later' offers is alarming, and we stress the influential role financial planners can play in curbing these habits. By embracing tools like expense tracking spreadsheets, one can become a prudent steward of their finances, setting the stage for long-term prosperity. Join us for a chapter that not only scrutinizes current financial trends but also champions the transformative power of disciplined spending and saving behaviors.
Retirement may seem like a distant dream for many, but our discussion peels back the layers of this complex phase, offering insights and strategies for navigating its choppy waters. We share a story of a client who, even after a lottery windfall, grappled with retirement planning, illustrating the perils of underestimating inflation and the cost of elder care. The conversation also includes a primer on choosing a financial advisor that aligns with your interests, with a spotlight on the virtues of a fiduciary, fee-only approach. Plus, we don't overlook the gender nuances in financial planning, acknowledging how differences in risk tolerance and life expectancy between men and women can shape their financial strategies. Tune in for an episode filled with essential advice, whether you're laying the cornerstone for retirement or seeking to fortify your fiscal foundation.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://leadlagreport.substack.com today.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or othe
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets behind market anomalies and refine your investment acumen with Michael Gayed and guest expert JD Henning. In this riveting discussion, we dissect the peculiarities of price momentum and post-earnings announcement drift, providing you with a blueprint to harness these phenomena for your portfolio's growth. From the nuanced interplay of volatility and market trends to JD's time-tested momentum gauge signals, you'll gain exclusive insights tailored to outsmart the market's elusive rhythms.
Venture with us into the financial market's shadowed realms, as we shed light on the enigmatic performance of 'zombie companies' during fiscal stimulus, and how even robust businesses like GCT can fall prey to pricing lags. You'll emerge with a fortified understanding of market efficiency, the human psyche's influence on investment decisions, and the art of portfolio construction. Whether you're navigating the headwinds of active versus passive investing or seeking to anticipate sector movements, this episode equips you with the strategic foresight to capitalize on the market's capricious nature.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://leadlagreport.substack.com today.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unlock the secrets of thriving in a volatile market with Thomas Hayes, the esteemed Chairman and Managing Member of Great Hill Capital, as he joins us to share his unparalleled investment wisdom. From his impressive beginnings at Cornwall Capital to his masterful long-short equity strategy, Thomas gives us a front-row seat to the art of high-quality, deep-value investing and astute market analysis. As we dissect the challenges and opportunities in small and mid-cap sectors, emerging markets, and the prospective renewal of China's economic strength, prepare to elevate your investment game.
Dive deep into the intricacies of the U.S. dollar's impact on global markets, the nuanced dance of commodities, and the Fed's interest rate conundrum with a veteran investor's perspective. Thomas and I navigate through the potential growth in robust economies triggered by demographic shifts and scrutinize the subtle yet decisive shift from growth to value investing. Our candid discussion spans over several continents, focusing on China's delicate balance between growth and caution, and shines a light on the potential for a significant rotation in investment strategies that could redefine your portfolio.
To cap off this treasure trove of insights, we evaluate sector performances and spotlight companies that could be hidden gems in the current economic climate. Whether it's tech giants or the steady reliability of utilities and healthcare, we pinpoint where resilient returns might be lurking. All while indulging in our popular AMA segment, where I dissect listener-submitted companies and set the stage for your next strategic move. Thomas Hayes' expertise is a beacon for investors sailing through the tempest of today's markets, so tune in for a conversation that could redefine success for your investments.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://leadlagreport.substack.com today.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join the adventure as we traverse the intriguing landscape of AI, marketing, and content creation with our esteemed guest, Jay Correia Korea, CTO of MarketDraft. From his entrepreneurial beginnings in the quaint town of Bedford, Massachusetts, to revolutionizing the tech industry, Jay's narrative is a blend of innovation, grit, and groundbreaking ventures. We peel back the curtain on how his early work with prestigious clients like MIT evolved into the fantasy sports arena, and how today's marketers must navigate the ever-changing tides of AI to stay afloat.
Market Draft stands at the forefront of an emergent realm where fantasy gaming and financial literacy collide, offering a safe harbor for budding investors to hone their skills. The platform's educational mission is clear as we explore how users can engage in building fantasy portfolios of stocks and cryptocurrencies, all while competing in a risk-free environment. The conversation turns to the importance of long-term, informed investment strategies, revealing the core of Market Draft's approach that prioritizes knowledge and strategic thinking over mere chance.
In a compelling crescendo, the synergy between the strategic depths of stock trading and fantasy sports is laid bare, as I recount my personal evolution from a passive investor to a dynamic market participant. We dissect the nuances of tech investing, explore the tactics that keep users returning to investment apps, and consider what it takes to scale a business in the digital age. Wrapping up, we extend our heartfelt thanks to our listeners and tease the exciting upcoming events that promise to keep the dialogue on innovation buzzing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://leadlagreport.substack.com today.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Venture into the political undercurrents of venture capital with Nate Fischer, the pioneering publisher from Lead Lager at Joint Bihar, who shares his expertise on the subtle but powerful influence of politics in the investment world. As we traverse Nate's transition from law school to the real estate market, and ultimately to founding his own venture firm, New Founding, it becomes clear that business ambitions and political landscapes are inextricably linked. Through Nate's lens, we scrutinize how venture capital firms often harbor political visions that silently but significantly shape our future, nudging the course of innovation without brandishing a party flag.
Our dialogue takes a deep and discerning look at the fabric of trust across cultures, drawing on Nate's extensive travels through 65 countries. The conversation is a revelation of how trust operates as the often unseen yet critical pillar of society, and how it's being tested in an age where technology and AI are reshaping our institutions and personal interactions. We probe the implications of a waning religious and ethical framework in our communities, considering the urgency for a renewed foundation of trust in an era marked by digital transformation.
Wrapping up, we confront the prevailing tide of Environmental, Social, and Governance (ESG) standards and their sweeping effects on the business landscape. Nate and I exchange thoughts on how ESG, while well-intentioned, may inadvertently constrict the entrepreneurial spirit and propose an alternative path forward—one that resonates with community-centric conservative values. Plus, we examine the evolving relationship between financial services and conservative communities, hinting at a future where self-reliance and community autonomy define a new era of venture capital. Join us for this compelling exploration into the intersections of trust, politics, and venture capital, where new entrepreneurial horizons await.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://leadlagreport.substack.com today.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Embark on an intellectual voyage with me, Michael Gayed, as we unlock the mysteries of macro markets and deep value investing, illuminated by the astute Chris MacIntosh. This episode promises a wealth of insights from Chris's transformation from the high-octane investment banking scene to the strategic foresight required for his own asset management firm. His stories of spotting bubbles and seizing opportunities provide a roadmap for investors looking to navigate the tricky terrain of today's financial landscape.
As we traverse the controversial terrains of distressed asset investing and the energy sector, Chris lays bare the allure of hidden gems within seemingly desolate markets, like the coal industry. His recount of turning an $80 million problem property into a profitable venture stands as testament to the deep value philosophy. Moreover, our discussion raises crucial questions about the energy future and environmental policy, sparked by the debates at COP28, which anyone with an eye on sustainable investments will find invaluable.
To cap off this episode, we dissect the strategic moves within the energy sector, from the capex cycle challenges to the rise of mergers and acquisitions. Chris doesn't shy away from the stark realities of geopolitical unrest, especially in relation to Europe's energy conundrum. Additionally, we scrutinize the alarming trend of investment concentration among global fund managers and the potential market volatility ahead. For those steering through the high seas of investment, Chris offers sage advice and strategies to weather the storms on the horizon.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this engaging conversation, Michael Gayed talks with Fabiana Lara, publisher of the Next Big Rush. Fabiana discusses her journey into the uranium market, highlighting her self-taught approach to understanding the industry. She also shares her views on the increase in gold and silver investments, her interest in tin and platinum, and her speculation on the future of the uranium and nuclear energy market. Additionally, Fabiana provides insights into mining stocks, various companies' strategies, the political aspect of nuclear energy, and the role of marketing in the industry. With a focus on diversification and understanding risks, her main advice to investors is to embrace learning and stay informed about their investment ventures.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever thought about the sheer potential of cryptocurrency and its impact on traditional finance? Intrigued by the explosive growth of cryptocurrency options trading? If so, you'll find this episode absolutely riveting. We had a fascinating conversation with tech expert, Tony Saliba, who was also a former floor trader. The discussion took an intricate tour through the labyrinth of the crypto-world, and its intersection with traditional finance. Tony shed light on the complex web spun around cryptocurrency trading, and how his company Liquid Mercury, empowers traditional financial players with the necessary tools to navigate this intricate space.
The conversation doesn't stop at the convergence of DeFi and centralized finance, instead, it delves into the rise and rise of cryptocurrency options trading. Tony and I discussed the vital need for stronger connections between exchanges and a refined approach to risk management. As we transitioned to the subject of digital assets, we tackled the volatility of altcoins and the pressing need for regulations protecting their trade. We also pondered on the exciting potential for digitizing assets like real estate and personal data, and anticipated the entry of major players into the digital asset market.
In the final leg of our journey, we unearthed the immense power of artificial intelligence in trading and investing, and how it can supercharge decision-making processes. Tony emphasized the paramount importance of customer service and a well-trained support team in the finance sector. We also explored the realm of DeFi, focusing on its potential to democratize access to education and trading tools. Tony gave us a sneak peek into Liquid Mercury's rewards program and their white-labeling services. Whether you're a seasoned trader or a new entrant into the world of finance, this episode is sure to arm you with valuable insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you restless at the thought of fluctuating interest rates and the impact on your hard-earned investments? Fear not. Here, we journey through the intricate lens of the global investment landscape, diving deep into its ebbs and flows with our guest, Daniel Perris, a portfolio manager with a keen eye on historical trends. We tackle the paradigm shift that has swept through the business world in the last four decades, highlighting how declining interest rates have reshaped the ties between businesses and investors. Perris shares his expert insights on the profound role of dividends in long-term wealth development and questions the growing preference for tech-centric investments.
Strap in as we scrutinize the 40-year paradigm's imminent end and the consequential reshuffling of the investment environment. From the unnerving implications of soaring interest rates to political adjustments and disruptions in global supply chains, nothing is left untouched. Perris and I also ponder the future of investments in an environment inching closer to 'normalcy.' We dissect the rise of passive investing, ETFs, and mutual funds, alongside the escalating risk rates and even the unnerving prospect of negative real rates.
Finally, we delve into the captivating world of dividend investing during periods of market volatility and ambiguity. As we tackle the importance of managing dividend risk amidst a low-yield market and the potential influences of geopolitical dynamics on dividend quality stocks, you will find the tools and confidence to navigate these unchartered waters. We close our insightful journey with a look at the shift towards the US market, the potential for tech companies to start paying dividends, and the invaluable role of dividends and balance sheets in the current economic climate. So join us, and let's navigate the treacherous yet rewarding world of dividend investing together.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
With an impressive career spanning over four decades, Hilliard MacBeth, an esteemed investment advisor, joins us to offer her expert analysis on the Canadian housing bubble. She offers a glimpse into the looming perils of the housing bubble on the brink of burst, fueled by factors such as high household and corporate debt, the pandemic, and the government's financial support. MacBeth's expert perspective heralds a potential housing crisis resultant of unaffordable housing and escalated interest rates.
Shining the spotlight on the Canadian housing market, the discussion further explores unique traits such as the prominence of variable rate mortgages and the role of mortgage insurance. We scrutinize the potential fallout on Canadian banks if the housing bubble bursts and contemplate the decreasing number of insured mortgages. This leads us to a thorough discussion on the health of the Canadian banking system, potential areas of concern, and the repercussions a housing market crash could have on the banks.
The conversation evolves to engage with the current state of the market, weighing whether we're amidst a bear or bull market, and the influence of the Federal Reserve. Navigating through the uncertainty, we share our strategies for asset management, highlighting the importance of staying invested and adjusting exposure, whilst resisting the crowd's influence. We conclude by underlining the significance of experience and wisdom in the market, especially during a bull market. This episode is a treasure trove of insights and advice from Hilliard MacBeth - a must-listen for anyone interested in the complexities of the housing market and the broader financial landscape.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to unearth the intricacies of uranium mining and investment with us? With John Cash, the CEO of UR Energy, we embark on a journey that deepens our understanding of uranium extraction, its market trends, and the complex environment of nuclear energy. An experienced geologist and CEO, John Cash lends his expertise to illuminate us on the complexities of in situ mining—a specialized technology crucial for uranium extraction—and the challenges this niche industry faces in finding skilled labor.
Let's navigate the multifaceted landscape of uranium mining technology and how recent global events may impact the uranium supply chain. The geopolitical developments such as the coup in Niger and Russia's sway over Kazakhstan's uranium production could potentially affect uranium prices, making the market dynamics rather complex. We'll also discuss the emergence of nuclear energy in the United States, the recent legislation's impact on nuclear reactors, and the role of small modular reactors in the future.
Towards the end, we shine a spotlight on uranium investment, as John Cash shares his wisdom on the current market trends and how they influence uranium prices. From sharing experiences on investing in uranium to the future plans of UR Energy, our conversation is a treasure trove of insights. Whether you're a budding investor or just a curious mind attempting to understand the complexities of the uranium market, this podcast episode is your compass. Let's set sail into the captivating world of uranium mining and investment.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready for a thrilling journey into the world of trend following? This week, we're lucky to be joined by Larry Tentarelli, the mastermind behind Blue Chipd Daily Trend Report. With his razor-sharp focus on large-cap stocks, Larry expertly guides us through his strategies for spotting market trends and deciding just the right time to take profits. We'll also get his insider perspective on the current market trends and where he thinks the year might end up.
Strap in as we tackle the recent bank and small-cap surges head-on, scrutinizing the indicators that hint towards a potential economic slowdown. We emphasize how charts can be your compass in the wild world of investing, illustrating how narratives often fall in line with price. We'll walk you through monitoring key charts, including the S&P, NASDAQ 100, bond yields, and the US dollar – your roadmap for navigating the market using trend following strategies.
Buckle up for our deep dive into the current standing of the US dollar and gold, exploring their potential to rock the market. We'll discuss the recent gold surge and what it could mean for equities. We round off by examining trading strategies, portfolio management, and the latest in the banking and gold mining sectors. We also touch on the ripple effects of a credit event and the vitality of robust economic data. The world of investment can be wild, but with our trend-focused approach, we'll help you navigate this landscape. So, tune in and get ready for a thrilling ride into trend following and portfolio management!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Have you ever wondered what it's like to be at the helm of an emerging industry, particularly cannabis? Meet Brady Cobb, the CEO of Sunburn Cannabis. He's got a tale that's a cocktail of legacy, resilience, and success. From the roots of his family's history woven with cannabis, to his transformation from a lawyer to a cannabis industry tycoon, Brady narrates his intriguing journey. As a bonus, we explore valuable insights into the Florida cannabis market and the unique strides his company is making.
Politics, they say, affects everything. Unsurprisingly, the cannabis industry is no exception. Brace yourselves as we maneuver through the labyrinth of political reform and safe banking legislation needed to smoke life into the cannabis industry. Our chat uncovers the marks left by past cannabis convictions, the anticipation building up towards the forthcoming election year, and the potential revolution on the horizon. While we're at it, we'll also shed light on the weighty influence of the alcohol industry, its prospective impact on cannabis, and how the international market could shape the US approach.
There are numerous layers to the cannabis industry, and one of the most fascinating is how it intertwines with corporate culture. In this episode, we trace the evolution of cannabis culture and how it's seeping into the fabric of corporate professionalism. Spotlighting the success stories of GTI and Sunburn, we reveal how authenticity can fuel the engines of growth. We delve into the stumbling blocks littering the cannabis landscape and how strategic pricing can be a game-changer. And of course, we wouldn’t miss discussing the exciting technology prospects brewing in the industry. Whether you're a cannabis entrepreneur or just keen to learn, this episode is your golden ticket to understanding the cannabis industry, its challenges, and its opportunities.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered what it takes to succeed in the world of trading? Join us as we unravel the mysteries with full-time trader and market maestro, Alan Edward, our special guest, the Divergent Trader. Listen and learn as Alan shares his trading journey, enlightening us on how he transitioned from day trading to swing trading, and from trend following to breakouts. Discover the crucial role of rigorous backtesting and the software that aids him in testing his strategies over extended periods of time.
The episode takes an interesting twist as we look back on this year's trades and the challenges faced in maneuvering through the deceptive markets. Alan further highlights the mental side of trading and the significance of adhering to a rules-based approach. We also tackle common trading biases, such as recency and hindsight biases, and emphasize on the importance of managing them. The conversation takes a global turn as we discuss the dominance of US equities in the global market and how diversifying globally can help offset home bias.
Get a sneak peek into his successful strategies and his book "The Blueprint to Trading Psychology." Alan highlights the role of noise in trading and the importance of setting routine and goals for motivation. We wrap up the conversation with some social media talk, as Alan shares his resources and advice for beginners. So, buckle up and tune in for an insightful conversation, and don't forget to follow Alan on his social media platforms for more trading insights!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Ready to uncover the secrets of global investment strategies? This episode promises to deliver a wealth of knowledge, straight from the brains of renowned expers Peter Berezin. Join us as we dissect the financial world, exploring the current dominance of US equities, the potential of emerging and European markets, and the looming impact of an imminent recession. Our guest brings his wealth of experience to the table, allowing us to dig deep into the complexities of small cap stocks and the financial landscape as a whole.
Buckle up as we traverse the intricate terrain of monetary policy and the inevitable recession risks in the US. Our journey takes us all the way to Japan, focusing on the Bank of Japan's attempts to normalize its monetary policy and the potential for a reverse carry trade. We'll unearth the potential performance of the yen in the coming year and the cultural aspect of deflation in Japan. We also dive into the transformative role of AI, offering a fresh perspective on its impact on businesses and investors.
Finally, our discussion takes a global turn, topping off with some exciting non-US investments. We'll shed light on the potential of emerging markets, the geopolitical rifts impacting Mexico and Vietnam, and the possibility of European banks being a great long-term investment. Michael Gayed and Peter also share their insights on the role of central banks like the ECB in mitigating financial crises. So, join us for an exciting tour of the global financial landscape, led by the industry's best!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Brace yourself for an enriching dialogue with our distinguished guest, John Mauldin, an acclaimed investment publisher and writer who's carved a path from direct marketing to economic analysis. We traverse the contours of his career, personal life, and his discerning insights on the looming debt crisis brewing in this decade’s horizon. His predictions, based on rigorous analysis of economic, social, and geopolitical cycles, highlight an impending crisis triggered by soaring national debt and the potential socio-economic repercussions.
Our conversation takes a riveting turn as we navigate the treacherous waters of a possible financial crisis, fueled by the staggering $2.4 trillion debt. We scrutinize the consequential role of interest rates, the potential for a deflationary spiral, and the pivotal role of The Fed in government debt. Hear Maulden's astute predictions of the US trailing Japan into a similar financial crisis by late 2030s and the ripple effects this could have on the global economy. This dialogue is geared to enlighten you about the necessary compromises, including tax hikes and spending cuts, and the imperative for sound bipartisan compromises in these crucial matters.
John offers an incisive analysis of the current economy, digging into potential future crises rooted in financial cycles and the overproduction of elites. Hear his thoughts on the credit markets, the possibility of a future credit event, and his take on the 2008 crisis. As we shift gears into discussing inflation, the housing market, and energy prices, John enlightens us on the best possible hedges against inflation. Don't miss out on this conversation, filled with illuminating insights, expert analysis, and a deeper understanding of the economic challenges and opportunities that lie ahead.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Prepare to be enlightened! We're revealing the real picture behind the AI hype in the finance industry, exposing the deceptive nature of some statistics, and unlocking the truth of the market's current state. Join us as industry wizard, Michael Khouw, shares his rich experience in finance, options trading, and AI-driven investment strategies.
Could we be on the brink of a recession that might hit in four to seven months? Let's dissect the factors contributing to this prediction: consumer overstretch, elevated rates, soaring borrowing levels. Discover the role played by robust balance sheets and cash flows in larger companies and the impact of struggling businesses and consumers. Unravel the mystery of central banks' role in money creation and understand the potential economic effects.
Feel the excitement as we delve into the world of volatility, its impact on market performance, and its correlation with various stocks’ size and cash flow. We dissect the role of the S&P 500 and its mega cap stocks in determining overall market volatility. Navigate the challenges of finding profitable trades in a muted volatility environment. Don't miss this insightful journey into the world of finance, AI, and economics!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
For the electric vehicle enthusiasts and AI aficionados, prepare to be electrified. Our guest, Farzad Mesbahi, a former Tesla employee turned EV content creator, unravels the complex tale of the electric vehicle's journey. From a scorned alternative to prevailing gas cars, to emerging as a potentially superior choice, Farzad connects the dots with unflappable expertise. He further dissects the supply chain hitches tormenting traditional car manufacturers in their transition to EV production.
Ever wondered why legacy automakers are fixated on hybrid models over fully electric ones? We navigate this intriguing terrain, weighing the profitability scales and the daunting challenges of this transition. As we debunk common misconceptions about EVs - goodbye range anxiety - we also contemplate the influence of government incentives and the evolving consumer preferences in shaping the EV adoption rates. Shifting gears, we plunge into the drama surrounding OpenAI's alliance with Microsoft, and the potential implications this holds for the future of AI.
As we approach the finish line, we take a moment to reflect upon the societal implications of AI, and the ever so intricate balance between innovation and safety in government regulation. Farzad enlightens us on the crucial role of data and compute power in AI development, and teases out the prowess of GROC and GPT-4. Join us on this electrifying journey through the landscapes of EVs and AI, and immerse yourself in the challenges and opportunities that lie ahead.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder how the strategic mind of a professional gamer might fare in the high-stakes world of trading? Get ready to find out as we sit down with Brian Lee, a former professional esports player who has managed to carve out a successful career in trading after a hand injury put an end to his gaming career. Brian gives us an intriguing glimpse into his journey, detailing his transition from gaming to trading, and the many ways his experience in the former helped shape his approach in the latter.
As you tune in, prepare to have your understanding of trading deepened. Brian unpacks his strategic approach, particularly focusing on small cap stocks. We dissect the aspect of risk management, a crucial element in trading, especially for shorting trades, and how it can act as a bulwark against significant losses. Ever heard of zero DTE? We've got you covered on that too, discussing its impact on the market and the inherent risks of shorting as a directional bet.
But this conversation isn't all charts, percentages and strategies. We look into the personal side of trading, and how our experiences and skills can shape our unique trading style. Hear Brian's personal account of the adrenaline rush he found in both gaming and trading, the importance of mentors and resources in his journey, and the thrill that comes with successful trades. We also delve into Brian's reflections on the lifestyle and stress of being a professional esports player and the challenges he faced while transitioning into a new career. There's no doubt this episode is an exciting journey, bridging the worlds of esports and trading in a thrilling yet insightful conversation.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to take a deep dive into the intriguing world of finance with our esteemed guest, John Cochrane, fondly known as the Grumpy Economist. This episode promises to shed light on the complex aspects of market efficiency, survivorship bias, and the intricacies of performance evaluation. We explore the impact of market cycles on active managers and emphasize the need for a disciplined approach towards financial allocation strategies.
Let's decode the relationship between interest rates and inflation, examining its evolution over time. We also scrutinize the critical role of expectations and the trust we place in government institutions when it comes to inflation dynamics. But that's not all. We delve into the mysterious world of the American mortgage system, discussing the challenging "mortgage puzzle" and its implications on the U.S. economy. You'll also hear our thoughts on the influence of social media on market efficiency and consumer behavior.
In the latter part of our discussion, Cochrane and I express concern about the government's escalating debt and its potential consequences for the average taxpayer. Will the debt bubble finally burst, or will it continue to inflate? More importantly, what does this mean for you? We conclude on a futuristic note and ponder the potential role of artificial intelligence in academia and investing. Do competitive markets shape the success of educational institutions? Cochrane weighs in on this, sharing his thoughts on the changing value of higher education. Don't miss this riveting conversation packed with valuable insights on finance, government spending, and the future of AI in education.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you knew the secret to economic justice and fair taxation? Our latest podcast episode features a conversation with none other than Richard Murphy, a passionate campaigner for tax justice and an esteemed professor of accounting. We navigate through the murky waters of economic inequities, discussing differences in attitudes towards tax abuse between the UK and the US, and how Richard's accounting system has been adopted as law in 90 countries. Brace yourself as we challenge the status quo on economic justice.
Can inflation be classified as a tax? We explore this knotty relationship and its impact on different socioeconomic groups, alongside the connection with government debt. With Richard's expert guidance, we also untangle the misconceptions surrounding Modern Monetary Theory (MMT), understanding its role in controlling inflation and managing government spending. We delve into the current economic climate, discussing fiscal dominance, monetary policy, and the struggles arising from a shortage of spending power.
As we journey towards the final chapters of our conversation, we shine a light on the implications of economic disruptions such as war and speculation on market prices. We scrutinize the impact of inflation and interest rates on the green transition, with Richard providing enlightening perspectives on the use of financial wealth for the green revolution. As a cherry on top, we chat about Richard's successful blog, which has become a leading source of information on taxation and economic justice. Join us for a thought-provoking discussion that promises to challenge your perspectives. Don’t miss out!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Welcome to another engrossing episode where we sit down with the esteemed Gerald Celente, a seasoned trend forecaster who’s got his fingers firmly on the pulse of the global economy and political dynamics. Celente, with his razor-sharp insights, provides a remarkable analysis of the stock market and the far-reaching effects of the COVID-19 pandemic on the world economy. He astutely warns of a looming economic crash, potentially more substantial than any we've experienced in modern history.
We steer the conversation towards the potential collapse of the commercial real estate market, brought on by a massive shift towards remote work. Celente outlines the resulting precarious situation for the banking sector and discusses his personal investment strategies, underlining the importance of preparedness during these uncertain times. Moving on, we reflect on the rise of gambling in financial markets, specifically the surge in inexperienced traders betting on cryptocurrencies. Celente gives a word of caution, stressing the importance of financial literacy especially among younger investors.
In the final part of the episode, we delve into the impact of escalating war and fluctuating oil prices on the economy. Celente, drawing from his wealth of knowledge, shares his apprehensions about a potential world war and the power dynamics in play. We end with a sobering analysis of the military-industrial complex and its concerning influence on the economy. Tune in for a gripping exploration into the current state of the world economy, and the possible ramifications of recent trends and events. Don't miss out on this episode packed with valuable insights and thought-provoking discussions.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how tech behemoths like Amazon are stirring up the retail world? We delve into that and more in this episode, exploring the intriguing landscape of retail and consumer behavior. Armed with the power of technology and online shopping trends, we scrutinize how traditional retail models are being disrupted. The ripple effects of COVID-19 have further spurred this transformation, giving a leg up to businesses wielding advanced AI and data models to predict consumer purchasing behavior.
Buckle up as we navigate the choppy waters of retail, shining a light on the hurdles faced by heavyweights such as Target and Walmart. With theft skyrocketing and self-checkout systems becoming the norm, these retail titans are grappling to stay afloat. The looming threat of bankruptcy hangs over many, as precarious economic factors force retailers to come to terms with a new reality. We also tackle the future of retail and the prospects for struggling companies against the backdrop of rising interest rates.
To cap it off, we venture into the intricate world of investing and media, zeroing in on the retail industry. Hear our tales from the trenches about the struggles of content generation and predicting market cycles. We discuss the influence of media on new traders and the pitfalls of get-rich-quick schemes. Not to mention, we explore the enigmatic world of social media, focusing on platforms like Instagram and TikTok. With our special guest, Jeff Macky, we unpack the complexities of retail and consumer behavior in a changing world. Don't miss out on this insightful episode!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to decode the world of wealth management and the stock market? Our guest today, Mark Tepper, a seasoned wealth manager with a $2 billion firm under his belt, will help us navigate these intriguing waters. We'll tackle the common image of wealth managers as mere salesmen, and stress the importance of intellectual rigor and rules-based investment strategies. You'll get an insider look into the industry's workings, including Mark's thoughts on recent market movements, the role of the Fed, and how investor biases shape the market trends.
We then shift our focus to understand the current state of the economy. It's been a bear market, and managing risk during such times can be quite a task. Listen in as we discuss the impact on consumer sentiment, small businesses, and the challenges of managing client expectations. Mark shares the strategies his firm employs to handle the end of the era of cheap money and the dominance of a few large companies in the market. This episode offers a treasure trove of insights on managing through tough economic situations.
In a riveting chapter, Mark opens up about the interplay of politics and investment decisions. Hear him speak his mind about media and political commentary, and how these aspects influence his portfolio decisions. We also journey through his experience of building a $2 billion wealth management firm and his ambitious goals for the future. Mark also shares his thoughts on the potential impact of AI and machine learning on the industry. This episode is not just about understanding finance; it's about staying ahead in the game. So, tune in and get ready to learn, unlearn, and relearn about the constantly evolving landscape of finance.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive into the lustrous world of precious metals with us and our expert guest Peter Spina, as we explore the intricate dynamics of gold and silver markets. What's the secret behind the recent resilience of gold prices, even in the face of a robust equity market? Or the historical gold-silver ratio that often becomes the talk of the town? Get ready to unravel the answers, and gain a deep understanding of the factors influencing gold prices, from the impact of the dollar to demand patterns in different countries.
We don't stop at gold. As we navigate the silver market, you'll discover its increasing demand in the green energy sector and its dual role as an industrial metal. We also discuss the potential for a silver squeeze - when demand surges past supply, leading to a possible price spike. Peter explains why silver is seen as a low-risk investment with high upside potential. Moreover, we touch upon how gold is becoming more accessible through emerging technologies like ATMs and blockchain, opening up possibilities for gold-backed cryptocurrencies.
Finally, we cast our eyes on the future of gold mining. As production costs steadily rise, how will mining companies and their profit margins fare? We highlight the challenges facing the industry, including geopolitical issues and rising costs. And then, the million-dollar question: could gold prices reach record highs? Tune in to this fascinating discussion for an insider's take on the potential for future growth in the gold market. This isn't just another podcast episode - it's a treasure trove of insights into the complex world of gold and silver markets.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered about the profound correlation between celestial bodies and our lives? Diana Evans welcomes you to an intriguing journey where we unveil the mysteries of solar and lunar cycles and their potential impacts on your physiological and psychological states. We promise, by the end of this episode, you'll gain a unique perspective on the age-old belief that celestial cycles influence our behavior and the world around us.
We extend our explorations, venturing into the realm of astrology and its possible effects on our moods and overall well-being. Imagine flipping your understanding of societal shifts, such as the current fourth turning, or even market cycles like the recent housing boom, merely by tracking the sun's cycles! And it doesn't stop there. We also take a thought-provoking detour into the role of money and inflation in our economy.
Finally, we navigate the fascinating intersection of astrology and investment. How can cosmic events potentially dictate market trends? We discuss concepts like the 'pets crash window' and the belief that our economy is already in a recession. Adding a dash of humor to our celestial journey, we chat with our guest, Dan – exploring the realms of sarcasm, humor, and a bit of stargazing. Make sure you don’t miss out on an exciting upcoming space event we have planned! So join us, for an episode filled with celestial insights, economic perspectives, and a hearty dose of humor.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Wouldn't it be remarkable if you could grasp the enigma of inflation dynamics and market risks? Well, here's a promise: by the end of our conversation with the extraordinary Daniel Lacalle, you'll be several steps closer. We grapple with the role of the government in inflation, the sustainability of heightened inflation, and why the bond market could be our crystal ball into the future.
Ever pondered about the role of gold in an unstable global market? Join us as we shed light on the intriguing connection between global volatility and gold prices. We journey from Japan to England, revealing how monetary imbalances can shake up fiscal stability. Learn how this ripple effect impacts emerging economies and non-dollar developed economies, and why a rise in gold prices might be a sign we should not ignore.
Market trends, portfolio considerations, inflation, central bank actions, geopolitical risks - sounds like a tall order? Not with Daniel Lacalle guiding us through the labyrinth. We question the limitations of traditional portfolios, explore the risks within the commodity complex, and contemplate the concept of a "soft landing". Above all, we grapple with the challenges of investing in an unpredictable climate. From untangling the dynamics of the monetary system to decoding the Fed's actions, this episode is your guide to a richer understanding of the global market. Stay tuned for more enlightening discussions in our upcoming episodes!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you seeking insider trading information and analysis from a seasoned expert? Our latest podcast episode is packed with just that. We sit down with market analyst Michael Hewson, who guides us through the intricacies of technical analysis. With his 30 years of experience in the trading world, he enlightens us about the power of technical analysis in predicting market trends and managing trade decisions. We delve deep into the art of skillful trading, discussing the importance of managing entry and exit points, and the common pitfalls traders often encounter.
If you've been curious about the current market conditions and the impact of upcoming rate cuts, this episode offers you a comprehensive understanding. We analyze the "buy the dip" mentality and explore potential triggers that could lead to market crashes. We also provide a detailed analysis of the robust US labor market and discuss the role of central banks in this ever-changing economic environment. The episode also offers insights into the resilience of the US consumer market and the struggles faced by European consumers.
Beyond market trends, we put the spotlight on CMC, a company that has carved a niche for itself in the area of CFDs, spread betting, and leverage trading. We discuss the company's efforts to educate retail clients and address the trend of retail clients being short in the market. We also highlight the popularity of trading US equities and discuss the rise in new traders in the post-COVID era. To cap it all, we also spare some time to discuss the significance of tracking one's work and thoughts. Tune in for a riveting episode laced with insightful market analyses and trading insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready for an exhilarating ride into the world of investing as we sit down with our guest, Eric Jacobson. From his humble beginnings paper trading in high school to navigating the treacherous waters of the dot-com bubble, Eric is a seasoned investor with a wealth of knowledge to share. We'll be picking his brain on everything from the role of commissions and figures like Jim Cramer in investing decisions to his own personal insights on the stock market.
This episode is packed full of strategic insights and candid personal experiences. We rip apart common misconceptions, like the myth of the "dumb money" account, and discuss how disciplined investing can truly transform your financial future. We also take a detour in our journey to learn about the work of Erica, the founder of Get Earth. We get a sneak peek into Erica's world, learning about her fasting journey and the story behind her company's name.
As we delve deeper, we uncover just how accessible investing has become with the introduction of fractional share trading and the elimination of commissions. Learn how to choose 'best in breed' stocks and understand the importance of risk appetite. As we round off the episode, we discuss managing international exposure in investing, emphasizing the significance of learning from past mistakes and preparing for potential market fluctuations. So buckle up for a thrilling journey into the intricate world of investing!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to get your pulse racing with the fast-paced world of global markets, investment strategies, and potential risks? Strap in as we navigate the high-stakes economic landscape and discuss the challenges facing individual and institutional investors. Promising a deep dive into the 60-40 portfolio, we unravel the mysteries of declining long-term rates and explain the role central banks play in shaping this ever-changing panorama.
Shifting gears, we delve into the Canadian banking sector, revealing its vulnerabilities and potential pitfalls. We draw comparisons with the economies of Australia and Europe, highlighting the dangers of complacency in the face of a frothy housing market. Our guest, Keith Dicker, co-host of The Looney Hour, joins the conversation as we discuss the interconnectedness of Canadian and US banks and the implications of a potential crisis. We also scrutinize the current economic scene in Canada and Europe, particularly the impact of the COVID pandemic on government spending and deficits.
As we near the end of our journey, we examine portfolio strategies and fat tail risks, focusing on non-USD based portfolios and protective measures for international investors. Keith lends his insight into potential market events that could ripple across Asia and the dilemma facing Japan's bond market. We wrap up with a thoughtful discussion on the changing probabilities in the financial world, emphasizing the importance of being prepared for potential outcomes. Tune in for an enlightening exploration of the global financial landscape, rich with expert insights and strategic advice.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Strap in for an energetic journey through the financial cosmos with our seasoned guest, Steve Miller. With a staggering half-century tenure in trading, Steve provides an intriguing look into his voyage from a market maker on the Chicago Board of Options Exchange to forging his distinctive trading business. His unique perspective on the seismic shifts within the industry due to no commission trading is a riveting exploration into the ever-evolving world of finance.
We guide you through the twists and turns of the commodity market, taking a deep dive into the oil and industrial metal markets and the gold cycle. We'll uncover the secrets of Bitcoin and cryptocurrencies and delve into the peculiar market correlations observed in this cycle. Steve draws on his vast experience to reveal detailed insights into the Federal Reserve's actions and their consequences on the economy and markets over the past two decades. He generously imparts wisdom born from personal trading stories and emphasizes the critical role of mental resilience in trading.
As we navigate through our analysis of the natural gas, gold, and silver markets, Steve fashions a roadmap of his investment strategies and ventures bold predictions about potential top performers. We'll also discuss the evolution of trading tools and membership services and how they've changed over time. Our journey ends with an emphatic nod to the importance of cycle analysis for successful trading. So whether you're a novice or a seasoned trader, this illuminating conversation with Steve is a treasure trove of insights you shouldn't miss!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to unravel the intricacies of the global oil market? Our guest for this episode, oil analyst Rory Johnston, guides us on a fascinating journey through the volatile world of oil prices and the implications of international politics on it. From the recent price surge, potential sanctions on Iran, to the possible easing of limitations on Venezuela, you'll get a front-row seat to the rollercoaster ride that is the oil market.
We're also serving up a comprehensive analysis of oil market dynamics against the backdrop of major global events and economies. Uncover how the Israel-Hamas conflict has a bullish effect on the oil market and why China's strong demand for oil persists despite mixed economic signals. Plus, we're lifting the veil on the U.S Strategic Petroleum Reserve and its potential to offset a price spike.
But that's not all. We're diving deep into the realm of refining, with an emphasis on crack spreads. Rory unravels the current gasoline oversupply phenomenon and the vital role of China's independent refineries in the market. Lastly, we're turning our attention to Venezuela and Iran, examining the potential benefits of a sanction reduction deal with Washington and the impact of tighter sanctions on Iran. Join us, and be enlightened on the complex interplay between geopolitics and the oil industry.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered why brilliant individuals flounder in the stock market? What if I told you these missteps have little to do with their intelligence but more to do with their ego, herd mentality, or simply refusing to admit a mistake? Forbes.com contributor and author Karl Kaufman joins me to dissect the common pitfalls facing individual investors and also, unpick the Federal Reserve's stance on inflation. Karl unflinchingly calls into question whether the Fed's reassurances are as solid as they purport, hinting at potential financial tremors ahead.
Imagine a world where you could harness the power of contrarian investing, using your intuition to guide your stock trading strategies. That's precisely the world Karl Kaufman inhabits. He shares insights from his journey, including how he cut his teeth in investing under his father's tutelage. Karl's father ingrained in him principles like contrarianism, concentration on a single position, and the value of independent thinking. This episode will also give you an inside look at Karl's decision to start his own business helping others navigate the labyrinth of investing.
We wrap up our enlightening conversation with Karl by emphasizing the crucial role of financial education and critical thinking in stock trading. We dissect the media's failure to scrutinize predictions, the worth of conducting your own research, and the importance of humility and intellectual honesty in the stock market. Karl gives us a sneak peek into his unique concoction of investment strategies, gleaned from various investors and his own experiences. So, if you're serious about advancing your financial education and honing your critical thinking, this episode is your ally.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Are you ready to crack the code of the financial world? Step into our exclusive conversation with Gary Brode of Deep Knowledge Investing, as we navigate through the labyrinth of government spending, its inflationary impact, and more. We challenge conventional wisdom as we closely scrutinize the repercussions of a decade-long policy of near-zero rates by the Fed, compounded by trillions spent on quantitative easing.
As we explore the intriguing world of finance, we cast an analytical eye over the rising US interest expense, the underlying effects of congressional overspending, and the potential consequences of higher rates on the government balance sheet. Our mission to unravel the complexities doesn’t stop there. We consider the possible return of negative real rates, delve into scenarios of a stealth default, and even ponder a similar predicament for the US as that of Japan's high debt-to-GDP situation.
Our episode culminates in a compelling discussion on the rising debt, the discipline demanded by bond vigilantes, and the economic consequences of hypothetical reductions in the FED's fund rate. We compare the fiscal landscapes of the US and Europe and suggest potential investment opportunities to navigate this era of consumer spending and low unemployment. Finally, don't miss our conversation on effective communication and strategy in investing, filled with invaluable insights from our guest expert, Gary Brode.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What does it really mean to understand money systems? This is the captivating question that we dive into with our esteemed guest, Lyn Alden, in a potent discussion that takes you on a journey through the history of currency and its technological evolution. Together, we peel back the layers of complexity and look at the characteristics that define good money, while highlighting how the mismanagement of such systems can have disastrous consequences.
Our conversation takes a turn towards the darker side of finance where we uncover the issues plaguing our current broken money systems. The lack of transparency in some jurisdictions, the widening wealth gap due to currency dilution, and the manipulative power of international organizations like the IMF are just some of the topics we broach in our gripping exchange. Lyn's unique insights into these matters are drawn from her extensive research and personal experiences, most notably her time living in Egypt where she witnessed firsthand the effects of high inflation and weak capital markets.
We wrap up our discussion by looking towards the future, and the promise of Bitcoin and other digital assets in changing the financial narrative. The concept of decentralized money challenges the status quo, and we discuss its potential in creating a more egalitarian economic landscape. We also delve into the geopolitical implications of the modern monetary system, and how the rise of digital currencies could redefine the concept of currency sovereignty. This episode is an eye-opening exploration of money and its impact on our world. Don't miss our lively chat with Lyn Alden, where we unmask the complexities of money systems and ponder the possibilities of a financial revolution.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Buckle up for an insightful journey with our esteemed guest, Chris Giancarlo, former chairman of the CFTC and a respected voice in the realm of digital currency and blockchain tech. With his rich experience straddling law, technology, and political corridors, Chris brings a treasure trove of wisdom to this episode. We delve into his time at the CFTC during the Obama and Trump administrations, as well as major market scandals and the cryptocurrency boom under his watch.
Fasten your seat belts as we navigate the complexities of technology and crime, the generational chasm in technology comprehension, and the labyrinth of regulating rapidly evolving spaces like Bitcoin futures. Together, we will probe the role of regulations in markets and the imperativeness of keeping pace with technology. We will also tackle the intricate dynamics of a government-issued digital currency, exploring its potential implications for privacy, free speech, and the future standing of the US dollar.
As we approach the finale, we shall delve into the exhilarating, and sometimes contentious, world of digital currency. Listen closely as Chris sheds light on the potential consequences of a digital dollar, the government's role in shaping digital value systems, and the critical importance of safeguarding privacy and free speech within these systems. We will also examine the possible competition with the digital yuan, emphasizing the need to construct a future in which digital value networks are both privacy-protecting and resistant to censorship. So, settle in for a thrilling ride through the digital currency landscape with our distinguished guest, Chris Giancarlo.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Brace yourselves for a riveting exploration into the realm of treasury tail events with the insights of our guest, Michael Kramer, a seasoned buy-side trader turned independent investor. We delve into the labyrinth of treasuries, the world's most crucial asset, and the potential devastation that tail events can unleash. Mike's journey from a trader to an independent investor is nothing short of an adventure and offers valuable lessons on the importance of having a strategy that suits you. We underscore the need for staying true to your process, despite the ever-changing market conditions, and the role integrity plays in the world of investments.
Get ready for a deep-dive into credit spreads, earnings growth, and market risk. We throw light on the implications of credit event VIX spikes, the potential of a market meltdown, and the flight to safety trade. Misaligned valuations and their impact on the market if earnings growth fails to meet projections is another thrilling topic we tackle. We also highlight the importance of identifying idiosyncratic risk over beta risk in the market and why it's unwise to attack those with a nuanced understanding of the market.
As we progress, we take an exciting turn to compare gold and Bitcoin as potential hedge assets in uncertain economic times. With Michael Kramer sharing his perspectives on the volatility of Bitcoin and the dangers of short-term trading, this episode will make you rethink your investment strategies. We also discuss the potential implications of rising oil prices on inflation and treasury yields. Lastly, we dwell on the importance of self-promotion and opportunities that arise in tumultuous times. So buckle up for this roller coaster ride into the world of treasuries, credit spreads, and hedge assets.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Unveiling the mysteries of mathematics in finance, we're thrilled to welcome our esteemed guest, Ophir Gottlieb. With a wealth of 25 years of experience under his belt, Ophir will be sharing invaluable insights into the challenges and nuances of financial trading. Discover how over-analysis can be a trader's downfall, and the perils of unpredictable errors in the mathematical landscape. Brace yourself to uncover strategies to navigate the increasing unpredictability of the error term, a growing concern in the field.
Prepare to be mesmerized as we unravel the enigma of randomness and its far-reaching impact on the economy. From stochasticity to contagion in finance and credit, we will shed light on the intriguing world of random processes. We'll take you on a journey through changing risk parameters, credit spreads and their profound market implications. You'll be intrigued to learn how these seemingly abstract concepts have real-world consequences and can trigger ripple effects on the economy.
As we conclude our exploration, we'll equip you with effective strategies for options trading in a volatile market. We'll critique the Fed's communication tactics, drawing parallels to a trader without a plan, and exploring how they can improve their messaging. And finally, you'll learn how understanding randomness and shifting risk distributions can uncover hidden opportunities. So, join us on this riveting journey with Ophir Gottlieb, and let's decipher the complex world of mathematics in finance together.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Today, we're fortunate to have Chris Martenson joining us, and he's bringing along some invaluable insights on the intricate relationship between energy and economic prosperity. Prepare to have your understanding of energy as the 'master resource' expanded, as Chris breaks down the concept of net energy, and how it drives all economic activities. We'll also be tackling the historic link between oil consumption and economic growth, and discussing what the future might hold for us in this regard.
Strap in for a deep journey into the global oil market, and its gravitational pull on the US economy. Brace yourself for the gritty details on how the rise of China to become the number one importer of oil is reshaping global dynamics. We'll also be shedding some light on the Petrodollar system, and how its gradual disintegration could potentially recreate the world's economic landscape.
Lastly, hang tight as Chris shares his investment strategies, offering a unique perspective on the current market. Get ready for a diverse discussion on the relationship between gold prices and real rates, and how gold's performance can be viewed as a monetary asset. We'll wrap up the episode with a profound discussion on resilience and preparedness, exploring the concept of peak prosperity, and how it can assist you to navigate the uncertain economic landscape. This is an episode packed with thought-provoking insights you'll not want to miss out on!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready for an illuminating journey as we join forces with our esteemed guest, Ben Hunt, a maestro in understanding narrative archetypes. Ever wondered how the complex realms of artificial intelligence could be deciphered? We're about to unfold the mystery, breaking AI down to its core and demonstrating how narratives are shaping industries and influencing money management across diverse market cycles.
Are you intrigued by the narratives that drive Wall Street's strategies and decisions? We turn the spotlight onto these macro narratives, demonstrating how their presence, or absence, can impact market trends and investment decisions. We'll guide you to understand the importance of observing the bigger picture, the school of fish rather than individual fish, to navigate the volatile waters of trading.
Lastly, we explore the narratives that are quietly shaping interest rates. From tracking macro narratives and their sway on ten-year treasury rates to the disappearance of a looming recession narrative, you'll learn how such shifts can affect rates dramatically. We also dive into the rising mainstream narrative of interest rates potentially reaching a significant 6-8%, and how you can leverage these narratives to seize trading opportunities. Don't miss our enlightening conversation on the resurgence of inflation and the potential global impacts of the Bank of Japan's interventions in the yen.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready for a deep dive into the intricate landscape of the current economy? We guarantee that joining us on this episode of Lead-Lag Live will be an enlightening experience. We had the chance to engage with Ron Insana, a respected market strategist, drilling through the layers of the global economy, discussing everything from the Chips and Science Act to the challenges posed by the real estate sector. If you've ever wondered about the key differences between market cycles and business cycles, then you'll want to tune in.
How about a thought-provoking discussion on the trillions of dollars of commercial real estate debt that needs to be refinanced? How about an in-depth analysis on the potential impacts of the Fed's over-tightening on inflation? If these are questions that have kept you up at night, then our chat with Ron Isana is just what you need. We'll also cover the complex correlation between diverse economic factors and political parties, as well as the potential effects of taxes fluctuating depending on the party in power.
Lastly, we'll examine the implications of the US presidential election and the National Association of Realtors' predictions for commercial real estate debt. We'll take an interesting look at the long-term implications of technology, demographics, and the wealth gap. If you're interested in understanding the global economy in a new light, this is a must-listen episode. We've got it all covered on LeadLag Live, so join us for a stimulating conversation that promises to be as enlightening as it is entertaining.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared to embark on a mind-bending journey through the fascinating concept of the metaverse? Join us for an enlightening discussion with the brilliant Matthew Ball as we traverse the complex landscape of this immersive virtual reality. From its nascent stages in the 90s to the recent tech advances, the metaverse is a marvel that has promised to revolutionize the world economy. We dissect its intricacies, delve into the hype cycles, and even ponder on Mark Zuckerberg's projections.
Moving forward, we gaze into the potential future of the metaverse. With Matthew as our guide, we examine the challenges and implications that could come with its rise - energy costs, legal hurdles, environmental impacts, and data privacy concerns, to name a few. The metaverse is not just another tech buzzword; it's an alternate world that is inching closer to our reality. Tune in for an exciting look into this transformative technology, and let's envision together the profound ways it might shape our lives and the global economy. With trailblazers like Apple leading the way, this virtual reality might soon become our tangible truth.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Support the show
Welcome to another insightful episode where our distinguished guests, Jeff Hirsch, a veritable authority in market seasonality, and Adrian Zdunczyk, a rising star in the crypto world, join us for an enlightening discussion on the intriguing world of Bitcoin and cryptocurrencies. Have you ever wondered how traditional stock market strategies could be applied to the burgeoning world of cryptocurrencies? This episode delivers a comprehensive breakdown of a collaborative seasonality study by Jeff and Adrian, revealing how they’ve ingeniously adapted Jeff's renowned seasonality method from the Stock Traders Almanac to chart the crypto landscape.
Our guests draw compelling parallels between Bitcoin and NASDAQ, noting an astounding 400% correlation over the past eight years. In an investing universe often accused of unpredictability, their findings underscore the importance of seasonality, fundamentals, technicals, monetary policy, and market internals in crafting informed market outlooks. We also delve into the speculative nature of Bitcoin's value and the rising institutional acceptance of cryptocurrencies. Uncover how Bitcoin is carving a niche as both a digital gold and a risk asset, offering unique opportunities for investment in a world increasingly shaken by military conflict and geopolitical uncertainty.
But it's not all about the big picture! Jeff and Adrian also take us on a deep dive into the programmed halving cycle of Bitcoin, explaining its far-reaching implications on market volatility, liquidity, and scarcity. They correlate this with the four-year presidential cycle, offering valuable insights for those considering incorporating Bitcoin into their portfolios. We round off the episode celebrating Adrian’s recognition by Forbes magazine and appreciating both Adrian’s and Mike's significant contributions to the crypto conversation. So, whether you're a seasoned crypto investor or a curious newbie, this episode is packed with fascinating insights that will leave you with a much better understanding of this revolutionary financial frontier.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Step into the complex world of global finance as we engage in an insightful conversation with Tom Luongo, a seasoned expert at the crossroads of markets and geopolitics. Luongo provides a deep analysis of the bond market and Federal Reserve policy, shedding light on the transformation being driven by Jerome Powell, the ultimate bond vigilante. Ready to unravel the intricacies of the shift from Libor to the SOFR market? This conversation will not only redefine your understanding but also forecast the implications of such policy transition on equity markets.
Our discourse continues as we move into the intriguing tension between the US Treasury and the Fed. We traverse the influence of the Davos Scrum on US monetary policy, and delve into the potential existential threats to the Federal Reserve. Furthermore, we examine the strategic deployment of interest rates and leverage as tools of control for governments and politicians. Ever wondered about the role of the IMF during a sovereign debt crisis and how it could impact central banks? We've got you covered!
As we navigate towards the end, we take a closer look at the future of global markets and the financial wars brewing between economic powerhouses. From the complex banking hierarchy in the United States to the friction between the New York and San Francisco Feds, the Fed and the ECB, and the Bank of Japan, we leave no stone unturned. Stay tuned as we scrutinize the ECB's potential as a safe haven, the implications of Congress's continued spending, and the massive holes in the balance sheets of European Central Banks. We tussle with the German auditor's report on the German Bank's bankruptcy and what it means for the European banking sector. This episode promises to broaden your perspective on the world of high finance and equip you with a fresh understanding of its complexities!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to get a clear perspective on the economic landscape, especially the outlook for treasuries and credit markets? Our guest, Jared Dillian, joins us for a deep and informative discussion on the potential repercussions of government interventions on private borrowing and the unusual tightness of credit spreads. We also dissect the bearish and bullish predictions concerning the possibility of a recession.
The conversation doesn't stop there. Get ready to rethink your understanding of the stock market's performance as we reveal how a handful of tech stocks have heavily influenced the S&P 500. We delve into likely trends in work hours, productivity, and effort that could lead to stagnant or 1% GDP growth. Similarly, we discuss the potential for real debt and austerity progress within the next three years and the necessity of a crisis for substantial transformation to occur. Plus, we unpack the potential fallout from a treasury crash - a corporate credit risk blowout or a stock market crash, anyone?
To wrap up, we take a closer look at cyclical tax regimes and consider how changes in tax rates could impact the economy overall. Is another banking crisis possible? And how is Jared, our financial guru, navigating these uncertain times with his own portfolio? We even take a moment to examine the current economic situation, including the perils of student loans and the implications of inflation. Don't miss out on our examination of Jared's Awesome Portfolio and his insights on applying it to the prevailing economic climate. Tune in to have all your pressing questions answered.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared for the seismic shifts that could reshape your financial portfolio? Guest Tavi Costa of Craskin Capital offers his expert perspective. Armed with a bearish outlook on financial assets and the treasury market, Tavi unpacks the shockwaves of the recent rate hike, the unexpected speed and magnitude of the sell-off, and the need for a thorough restructuring of investment portfolios. He also provides valuable insights on capitalizing on cheap volatility and prophesizes the potential aftermath of the fastest rate hike cycle in history.
Probing further, we unravel Tavi's fears about fiscal stimulus, inflation, and the potential impact on financial markets. He casts a critical eye on the high levels of government spending against the backdrop of low tax revenues and how the economy is shackled to this spending pattern. The discussion takes a deeper dive into the Federal Reserve's predicament of plummeting demand for Federal debt and treasuries, and how this downward spiral could instigate more inflationary policies. Also, we scratch beneath the surface of the commodity cycle, deflation pulses, and the volatility-induced uncertainty around discount rates.
We also chart a course for investing in Brazil's emerging markets, uncovering the role of the commodity cycle and its potential to ignite a significant shift. Tavi elucidates the distinct economic landscapes of the BRICS nations, underscoring the need for analysts and investors to prioritize profitability over mere growth. We touch on the influence of AI on emerging markets, and explore the potential of capital inflows into Brazilian markets. As we conclude, we also dissect the challenges posed to mega-cap stocks and the AI market by inflation and interest rates. Tune in for an episode teeming with expert insight, market forecasts, and invaluable investment advice.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Just how potent is the influence of interest rates on the economy and financial assets? If this question piques your interest, then you're in for a treat as financial market and macro forecasting consultant, David Rosenberg, ventures into this intricate topic in an illuminating conversation. Drawing on his rich career experience and his keen focus on the buy side, David reveals the profound impact of interest rates on long-duration assets. He also offers keen insights into the bond market and the Federal Reserve's reaction function, particularly in light of the central bank's recent hawkish guidance that sparked a reset in the bond market.
But that's not all. We also tackle the surprising moves of the Federal Reserve in the market, delving into the reasons behind the lag in treasury movement relative to credit spreads. We explore the potential ramifications of an increased cost of capital on the corporate sector and contemplate the possibility of a credit event occurring at the end of the year due to the rollover of debt. How can the bond market anticipate this? Listen in as David illustrates the potential pathways.
Then, we broaden our gaze to the global economic landscape, examining the impact of real estate on regional banks and the potential of Japan as a source of real credit stress. We also uncover the multifaceted influences of China's structural slowdown and debt detonation, the strength of the US dollar, and the precarious state of Germany's principal trading partners, Russia and China. This is not just another discussion on global economics - it's a deep dive into the intricate web of factors at play in our interconnected world. So, join us for this enlightening conversation and arm yourself with a better understanding of the complex world of global economics.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to deconstruct the enigma of rapidly escalating mortgage rates and their impact on the US housing market? We've rolled out the red carpet for our esteemed guest, Len Kiefer, Deputy Chief Economist at Freddie Mac, who brings a wealth of insight to elucidate this multifaceted issue. We're going to scrutinize the explosive pace of this rate surge, an event unparalleled in modern US history. Alongside, we will be probing into its ramifications on home sales, and the potential strain it might put on consumers who are already grappling with existing debts.
The discussion expands to include a comparative study between the current lock-in effect of mortgage rates and the scenario in the 1980s. We'll illuminate the influence of Airbnb-like properties and talk about the effects of the reduced homebuilding activity post 2008. Delving into demographic dynamics, we explore how the millennial population is shaping the housing market and ponder on the potential challenges that could stem from an upswing in bank lending.
We end by casting a lens on the nationwide housing shortage, scrutinizing its roots in supply-demand dynamics and vacancy rates. With the help of Census data and demographic factors such as age, education, and income, we'll make an educated guess about the long-term housing demand. We'll tackle the influence of second homes, naturally vacant housing, short-term rentals, and investors on the housing market, and discuss how the shift towards remote work and the inversion of the yield curve might impact the future housing scenario. So, gear up for an enlightening discussion that's backed with data and brimming with insights about the US housing market and the mortgage industry.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to demystify the buzz around aggressive renterism? Join us on this intellectual journey with our guest, Amy Nixon, a Dallas-based macro and housing analyst. We cut through the hype, fueled by social media influencers and low-interest rates, and examine the rise of passive income investments like Airbnb. We'll also shed light on the risks and suggest you seek expert financial advice before venturing into these investments.
Fasten your seatbelts as we deep-dive into the intricate world of rental properties and their significant impact on the housing market. Together, we unearth the inflationary nature of administrative policies and the resulting delay in expected effects. We don't shy away from the big topics either: a potential credit event, recession implications, and the emergence of a feedback loop as mortgage rates reach historic heights.
Lastly, we sketch out the role of homebuilders in the real estate game. When faced with potential challenges such as the private loan market and the Fed's rate buy downs, how do they strategize? Our discussion uncovers harsh market corrections, the possibility of a repeat negative drop and the snowball effect of price-cutting by builders. Join us for an enlightening exploration of the forces that shape our housing market.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What would it mean for you to navigate the murky waters of the Federal Reserve's rapid tightening of monetary policy like a seasoned trader? Imagine the feeling of control as you grasp the interplay of intermarket relationships and lending standards to assess the unpredictability of a new bull market. Join us alongside Doug Moglia, a leading voice from Game of Trades, as we dissect these complexities and explore the implications for banks as they tighten their lending standards against a backdrop of a faltering economy.
Feel the pulse of the market as we venture into the world of volatility and the subtle nuances of trading. With Doug guiding us, we unpack the significance of the VIX for hedging and the potential influence of zero DTE volume trading on intraday market movements. We dare to question the possibility of a 2021 recession and its depth, scrutinizing the wealth effect of stocks and housing prices. We examine the potential impact of inflation on company earnings and ponder on the investment value of precious metals during a recession.
As we move through the storm, we look for beacons to guide us to safer and potentially lucrative investment shores. We investigate potential indicators of when to venture into riskier market areas during a recession, considering credit spreads, energy weightings, and the influence of the US dollar on international equities. Doug suggests an unexpected potential investment in Turkish stocks due to a policy shift combating inflation. As we wrap up, find out how to stay connected with Game of Trades beyond this conversation. Listen in, learn, and evolve your trading strategy with us.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how the end of the world scenario could possibly be the bull case this time around? Well, you're in luck! My conversation with Erik Smolinski delves into the fascinating world of bonds, options, and how Twitter's Spaces platform is shaping up. Erik presents a captivating narrative on the state of the market, exploring the unprecedented ramp up cycle of the S&P and the delicate intricacies of options pricing. We also grapple with the riddle of whether there are more overvaluation calls versus puts for broad average options.
As we navigate the complex terrain of investing in bonds, we tackle the rising speed of treasury yields and the implications of current market trends. Together, Erik and I dissect the unique weekly correlation between stocks and treasuries that we've observed in the past year and a half. We consider how the rapid selling off of treasuries could rock the markets and spawn an 'end of the world' scenario that could ironically be the bull case for stocks.
Finally, we pivot to the resilience of the consumer, the decline of retail stocks, and the potential domino effect of the looming pension refinancing crisis on the stock market. Through Erik's insightful observations of consumer spending and experiences trading options around earnings, we glean valuable insights. We round off with an exploration of the potential of volatility products, the fading of utilities, real estate, and the impact of treasury yields on the bond market. Tune in for this riveting journey into the heart of finance and investing!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing market red flags and the potential looming recession. With his unique perspective, we traverse the effects of inflation on everyday activities and the consequent implications for certain companies.
Venturing into the world of stocks, we dissect the concept of stock avoidance and the frenzy around AI in the market. We delve into the idea of long-term investing as a viable alternative to short-term trading, and the opportunities that bear markets present for identifying stocks to avoid. We also shine a light on the potential of reshoring in America, a potential economic boon that's often overlooked.
Lastly, we address the elephant in the room - the media. From its impact on market caps to the influence of social media on algorithms and the global market, we lay it all bare. We ponder the potential of a deceptive lost decade caused by our current market structure and discuss the often underappreciated role of management quality in investment decisions. With Herb sharing his experience as a CNBC contributor, we also delve into the need for maintaining a respectful tone during interviews. Join us in this enlightening conversation - a treasure trove of valuable insights for anyone invested in the future of finance.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to explore the nooks and crannies of the fascinating world of artificial intelligence with our esteemed guest, Paul Scharre. With an impressive background across the US Army, the Pentagon and as an author, Paul navigates us through the intricate terrain of autonomous weapons. This episode takes you on a journey across the multifaceted layers of AI, from its integration into warfare to its disruptive impact across various sectors. Be prepared to have your horizons broadened as we delve deep into the technical, legal, ethical, and political questions that AI brings up.
Have you ever wondered how AI is influencing the race for technological supremacy? Or perhaps, how businesses need to gear up to stay relevant? Our conversation with Paul unravels these complex issues, touching upon the data and hardware requirements for training large AI models and how the media plays a significant role in shaping AI demand. You'll hear pointers on how certain professions could gain a disproportionate advantage from AI. Not just that, we also address the public's perception of AI, its landscape, and the implications of AI regulation in the US and China.
Finally, we shift our focus to some of the pressing concerns surrounding AI proliferation and potential fraud. Amidst the challenges of verifying identities in an era where AI can mimic human interaction, we discuss how current authentication methods might need to evolve. Paul offers his insights into the readiness of local law enforcement to handle these potential issues. This episode is a goldmine of information for anyone intrigued by the future of AI in jobs, power, and public perception. Trust us, you won't want to miss this one!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Think you know the ripple effects of Japan's Quantitative Easing experiment on global markets? Test your knowledge as we engage in an in-depth conversation with the renowned financial expert, Danny Moses. Our discussion not only shines a light on his illustrious career journey but also dissects the effects of Japan's QE measures on the global arena, particularly focusing on U.S. Treasuries and the U.S. government.
Feel the pulse of the market as we navigate through the widening credit spreads, revealing the stark divide between the haves and have-nots in the corporate credit market. This episode navigates the often-underestimated role of leverage and its potential risks in a landscape of rising interest rates. We also dissect the impact of high levels of floating rate debt, the financialization of the economy, and the withdrawal of bank lending, all of which are key aspects shaping the U.S. consumer's financial scenario.
Last but not least, join us as we explore the possibilities and conjecture surrounding the classification of cannabis as a Schedule 1 drug. We take you through the potential catalysts that could bring about this change. Listen in for Danny's unique insights on portfolio allocation and market trends, as we deep-dive into his strategic positioning for various scenarios. This episode promises to be an enlightening journey for anyone interested in the global market dynamics, offering expert insights from the one and only, Danny Moses. Don't miss out!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
We sit down with financial expert, Dan Ferris in this episode, as he shares his perspective on the current financial landscape and his approach to value investing. Dan, editor of two Stansberry newsletters and host of the Stansberry Investor Hour podcast, is convinced we're living through the biggest financial mega bubble in human history. He shares historical insights on monetary policy, from the liquidity injection of the late 90s to the Global Financial Crisis, and examines the implications of the Federal Reserve's 2% inflation target.
This episode provides a comprehensive discussion about the role of central banks and their impact on wealth distribution. We delve into the mindset of Federal Reserve Chairman Jerome Powell, his stance on inflation, and the consequences of the US Dollar's dominance. Gain insights into why no Central Bank wants to be the first to act, and the potential risks associated with aggressive tightening of interest rates.
Toward the end, we shift focus to investment strategies amidst market uncertainty. Discover opportunities in T-bill returns, the housing market, and the importance of volatility dynamics. Dan, armed with his wealth of experience, lends his perspective on various subgroups and industries that may be of interest to investors. This enlightening discussion offers a unique view into the world of finance, assessing risks, and making informed investment decisions. Don't miss out!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if there were a way to navigate the complex world of financial markets with more confidence and precision? Our latest episode presents an enlightening discourse with Katie Stockton, a seasoned market strategist and founder of Fairlead Strategies. Katie has a knack for simplifying the intricate world of technical and intermarket analysis. Her approach creates actionable insights, helping investors make informed decisions. Her journey from hand-charting point and figure charts to running her own firm stands testimony to her deep understanding of financial markets.
This episode isn't just about Katie's rich trajectory, it's also about exploring the role of treasury yields in market sentiment, the importance of market participation, and the effects of breath expansion. We dig into the influences of mega cap stocks on market breadth and explore possibilities for a shift in this dynamic. Katie's bullish outlook on crude oil and natural gas provides interesting perspectives, and the discussion on treasury yields' effects on defensive sectors brings a new depth of understanding.
Wrapping up, we journey through various investment strategies and dissect prevailing market outlooks. The conversation steers towards the importance of a sturdy portfolio base and identifies potential outperformance areas. If small and mid-cap arenas or emerging markets intrigue you, this is a must listen. Finally, Katie enlightens us on how to measure and utilize sentiment across different asset classes and how to use technical factors like support and resistance levels to seize opportunities. This dialogue with Katie Stockton is sure to arm you with valuable insights for your investing journey. Don't miss it!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Is an oil super spike lurking on the horizon? Join me and my insightful guest, Dr. Anas Alhajji, as we grapple with this looming threat and pull back the curtain on the factors driving record oil and gas production in 2023. We cast a light on the unexpected role of government subsidies and how the US, China, Europe, Canada, and Brazil are playing their part. We don't stop there, we delve deep into the International Energy Agency's (IEA) prediction of a peak in demand for fossil fuels, decoding its possible implications for national security and the IEA's role in energy security.
Unveiling the quality and hidden aspects of data in the oil market, we tackle the US Energy Information Administration's (EIA) commitment to bridge the gaping rift between estimated supply and demand. We revisit a key issue from 2017 and discuss how concealed or unpublished data from countries like Iran, Russia, and China, can cast shadows over the accuracy of global data. We wonder aloud, how can an organization achieve precision in space technology yet struggle with an accounting problem?
Fasten your seatbelts as we forecast a significant oil price spike and possible re-acceleration of inflation. We scrutinize the 2023 oil market outlook, putting the 23 predictions under the microscope for accuracy. Shifting gears, we focus on nuclear energy's critical role in achieving climate goals and staving off a major energy crisis. We shed light on the Middle East's nuclear ambitions, the influence of nationalistic governments on trade and local currency, and how all these factors interplay with the complex dynamics of the global energy market. We promise you a thrilling ride through the intricate world of energy politics, economics, and technology!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to understand the intricacies of the financial markets, or curious to know how monetary policies can drive wealth disparity? Then buckle up, as we welcome Rudy Havenstein, a renowned satirist and financial expert, who challenges conventional wisdom on these topics and more. Together, we'll journey through the most significant economic events of the past century, examining their impact on both the wealthiest and the average citizen alike.
Don't miss our candid discussion on current monetary policies like quantitative easing, the risks of debt monetization, and their potential effects on wealth inequality. Rudy delivers an engaging analysis that not only addresses the concerns of seasoned investors but also makes these complex issues accessible to the casual listener. We'll also shed light on the role of social media, the lack of accountability for policymakers, and the undercurrent of propaganda in the financial media.
From Rudy's personal experience with censorship on Twitter to his insightful views on Bitcoin and fiat currency, this episode is a treasure trove of fresh perspectives. We wrap up by addressing the elephant in the room – the potential consequences of unchecked economic policies and the subtle ways they touch every aspect of our everyday lives. So whether you're an economics enthusiast or a curious mind, join us in this enlightening conversation that promises to leave you with more questions than answers.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to have your mind blown by the intricate world of economics as we sit down with renowned economist Richard Duncan. We'll dive deep into the ripple effects of the 2003 Dollar Crisis and the 2008 financial crisis, where we'll be unpacking the role of the Federal Reserve and the concept of quantitative easing. This isn't just about the US economy; the interplay of these elements has had far-reaching impacts on a global scale.
Ever wondered how the shift from capitalism to creditism has shaped the American economy? Richard takes us on a fascinating journey, revealing the ins and outs of this economic transformation. From its roots in the Reagan era to its potential future - a multi-trillion dollar investment in cutting-edge technology sectors - we'll probe the benefits and the risks that come with creditism. Richard will also shed light on the impact of the Chicks and Science Act, the rise of China and much more.
Lastly, we tackle the dollar standard, a key player in the global economic scene. We'll scrutinize its influence on nations like Vietnam and Taiwan, and explore the strategic role the US has played post World War II. Richard proposes a joint venture model as a way to support promising American entrepreneurs and scientists, a move that promises both short-term profits and a significant boost to human well-being. Don't miss out on this insightful episode, packed with expert commentary and valuable wisdom.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered what lies beneath the mysterious world of activist short selling? This episode unravels that enigma as we sit down with the insightful Carson Block, founder of Muddy Waters Research. We take a thrilling dive into his intriguing journey, commencing from a self-storage business on the brink of failure in China, through to his international venture into activist short selling. Carson artfully delineates the subtle differences between traditional and activist short selling, using personal anecdotes from his early adventures with the potentially fraudulent Chinese company, Orient Paper.
As the conversation progresses, we find ourselves navigating the intricate global ramifications of the COVID-19 pandemic. With keen analysis, we discuss the potential reshuffling of geopolitical alliances and shine a spotlight on Vietnam – a possible beneficiary of this realignment. Assessing the opportunities and hurdles in investing in their stock market is a fascinating exploration. The discourse then segues into a critical review of the real estate market and ESG investing, considering the impacts of US and ECB rate hikes on Vietnam's real estate market and the dubious aspects of 'green' technologies.
Lastly, in this enlightening journey, we scrutinize the exploitation of government subsidies by renewable energy companies. We provide an in-depth look into risk management strategies for short selling and round off the discussion with a comical take on the absurdity of capital markets. So, join us for this enlightening conversation, where we offer a fresh perspective on the world of activist short selling, the post-COVID-19 global market landscape, and the contemporary status of ESG investing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how the fascinating world of Wall Street risk modeling works and its correlation to Bitcoin? Former Wall Street quantitative analyst, Tone Vays, joins us to unravel this intriguing aspect of finance, offering a window into the unpredictable market conditions and the complexity of risk models. Drawing from his rich career on Wall Street, Tone also brings to light his discovery of Bitcoin and the journey that led him to becoming a staunch advocate for this revolutionary cryptocurrency.
Continuing on the path of financial enlightenment, we dive headlong into a captivating discussion on Bitcoin as both a private asset and a hedge. Tone juxtaposes Bitcoin with conventional assets like stocks, bonds, and gold, and argues why Bitcoin has remained an unmatched asset since its birth. Together, we delve into the concept of uncomfiscatability, the challenges in achieving self-custody of Bitcoin and the potential implications of ignorance about this digital currency. Furthermore, we examine how government policies could impact Bitcoin's future, a topic that has stirred much debate in the crypto space.
But that's not all! We also scrutinize the possible correlations between gold, Bitcoin, and the stock market, reflecting on the 2008 gold crash and its subsequent effect on the global market. Drawing parallels between Bitcoin's behavior during the COVID-19 crisis and the stock market, we ponder over Bitcoin's potential to reach new peak prices in the upcoming year and how its four-year halving cycle influences market trends. Whether you're a seasoned trader or a curious onlooker, this episode is guaranteed to leave you buzzing with fresh insights and perspectives that will reshape your understanding of finance and Bitcoin.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to unravel the complexities of the financial world? This episode promises to serve you a rich feast of insights as we are joined by Daniel DiMartino Booth, a former advisor to the Federal Reserve, and Joseph Wang, an experienced trader. They lend us their expert lens to examine the Federal Reserve's influence on the bond market, the shifting structure of fixed income markets, and the implications of credit spreads. Joseph's trading anecdotes brilliantly illuminate the importance of comprehending the financial system, while Daniel's admiration for Fed chair Jay Powell validates the profound impact of regulations and ETFs on fixed income markets.
We are not stopping just there! As our financial expedition continues, we delve into the potential aftereffects of the Fed's quantitative tightening strategy, and what a treasury-only portfolio might mean. Our guests expertly navigate us through the possible economic waves that a soaring dollar could trigger, particularly on emerging markets. They draw our attention towards the Fed's careful observation of markets beyond headline averages and how wealth effect dynamics, inflation, and consumer spending play crucial roles.
Our conversation takes an exciting turn as we scrutinize jobless claims data, the impacts of escalating delinquencies, and the stock market. We also aim our spotlight on the global financial system, dissecting potential risks from smaller banks' loan concentration. Daniel and Joseph help us comprehend the ECB's role in providing stimulus and the repercussions of bond market and inflation on the US economy. Wrapping up our chat, we reflect on France's economic slowdown, the US fiscal policy, and the tidal shift towards increased government spending. This episode is surely an enlightening journey into the world of finance, promising to leave you with a broader understanding of these intricate topics.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to navigate the intricate and often opaque world of financial markets? Join us as we dissect the latest NVIDIA earnings release, the disconnection between AI's narrative and the reality of market movement, and the dampened enthusiasm from institutional desks. We take a hard look at NVIDIA's technical position weigh the implications of a stock that seems to be peaking relative to SPI.
Ever heard of CoreWeave? This company recently boasted an earnings beat and has a curious connection with NVIDIA. We dig deep into the origins of CoreWeave, the backgrounds of its founders, and their expertise in financial engineering. This episode also brings to light the potentially intriguing relationship between CoreWeave and NatSource, a company specializing in carbon credits. And let's not forget NVIDIA's past financial misconduct. We'll debate whether negative intent could be lurking within CoreWeave and NVIDIA's partnership.
Finally, listen closely as we assess the potential value of NVIDIA and the role of their Dgx Omniverse. We'll explore the demand from the top Hyperscalers in the world and wonder why NVIDIA needs a related party to grow their inventory. We also discuss the risks associated with investing in NVIDIA and explore different ways to hedge those risks. From the idea of shorting to using imperfect hedges, we'll cover it all. So gear up for an insightful journey into the world of NVIDIA, CoreWeave, and the financial markets!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
If you've ever wondered how to navigate the fast-paced and complex world of US and China markets, look no further than our enlightening conversation with market expert Larry Cheung. Larry brings his deep expertise on the significant differences in analyzing US and China stocks, revealing the necessity for a shorter trading timeframe given the rapid pace of policy changes in China. He also shares his unique DTF model and provides insightful guidance on why China stocks often trade at a discount when compared to their US counterparts.
Join us as we shed light on the state of China's economy, looking closely at the country's spending habits and the effects on major corporations like Alibaba, Tencent, and Baidu. We unravel the deflation narratives prevalent in China, discussing strategies to find growth stocks and opportunities for margin expansion. We also delve into the recent initiatives by policymakers aimed at combatting these narratives, including moves to boost real estate sales in top-tier cities.
Our journey also takes us into the intricate challenges facing both the US and China. We dissect the impact of their relationship on US Treasury bonds and the TLT ETF, in addition to discussing China's demographic challenges such as youth unemployment and high living costs. Furthermore, we delve into the current state of the US housing market, examining how rising unemployment rates and artificially low supply are creating unfavorable conditions for potential buyers. Finally, we assess the Bank of Japan's monetary policy, the resulting depreciation of the Japanese yen, and its impact on the US debt ceiling and the supply of US Treasuries for the TLT ETF.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Picture the markets as an unpredictable sea, where price and time are the compass that guides us. That's the world of trading, according to our guest Cheds, a seasoned trader with over a decade and a half of invaluable experience. Not only has Cheds successfully navigated the tumultuous waters of trading, but he has also managed to weather the storm of a lymphoma diagnosis, penning two books and a poignant cancer memoir in the process.
In this riveting conversation, we pull back the curtain on the psychology of trading. Cheds offers an insider's view on sentiment and opportunity identification, emphasizing the essential role of discipline. As we journey through the complex landscape of trading, we unearth the hidden dangers of relying on algorithms, the importance of honing our instincts, and the critical task of risk management. Whether you're a newbie trader or a seasoned veteran, Ched's insights on the long-term trends of Bitcoin, the principle of capital preservation, and the significance of continuous research and learning are sure to leave you enlightened and inspired.
We wrap up our chat with Cheds discussing content creation and the art of executing effective follow-ups. Simplicity is key, says Cheds, as he offers pearls of wisdom on refining trading strategies, using cash as a discipline tool, and seizing unexpected opportunities. We drive home the importance of timely and effective content release and the necessity to conduct follow-up meetings. If you've ever wondered what it takes to succeed in trading, this episode is an unmissable deep-dive into the psyche of one of the most experienced traders in the game. Tune in as we unravel the mysteries of trading success with Cheds.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Support the show
Join us on a captivating journey as we dissect economic predictions and investment strategies with the acclaimed Gary Shilling. In this episode, we go beyond the ordinary and unearth overlooked opportunities that can reshape your investment decisions. We delve into Gary's unique principles for assessing the economy and financial markets, and unveil his predictions that shaped the bond rally in the '80s. A fascinating discourse awaits you as we unravel the intricate interplay of technology, labor, and product pricing.
As we continue our exploration, we venture into the potential repercussions of the Industrial Revolution on the workforce and the anticipated implications of artificial intelligence on job security. Are we on the brink of another recession? We analyze the current yield curve and leading indicators to answer this question and investigate the apparent disconnect between the stock market narrative and the reality on the ground. We open a window into consumer behavior, highlighting the hesitation to spend in the current economic climate.
Lastly, we rewind to the 1974 recession, breaking down the impact of the Federal Reserve's policy rate and extrapolate the potential effects of a similar downturn on the current economy. Will real estate take a hit? Are layoffs imminent? How will consumer and capital spending be affected? We delve into these pressing questions. Wrapping up, we examine the impact of external crises on the Federal Reserve's policy rate, the potential of a 30% decline in the S&P 500 index, and the susceptibility of stocks in relation to inflation-adjusted yields. This episode is a deep-dive into the dynamics of the economy that you won't want to miss!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Support the show
What if the future of the dollar was at risk? What if the geopolitical landscape as we know it was on the verge of dramatic change? Hold onto your seats as we welcome Velina Tchakarova, a seasoned geopolitical consultant with over two decades of expertise in international relations, international security, and political science. This exploration through time and across continents will leave you with a newfound understanding of the world and its intricacies.
Our journey commences with an exploration of the power dynamics between the United States and China, the two major players competing for global dominance. We'll shed light on the unique strategies employed by both nations and their implications on the standing of the US dollar. Then, we'll navigate the emerging significance of the BRICS countries and their potential to mold the future through technological advancements. You'll be amazed at the potential power shifts on the horizon.
Finally, we'll consider the how the rise of the BRICS countries could pose a threat to the US economy. From the looming shadow of a 'food crisis 2.0' to the consequences of the US's position as an energy superpower, we'll cover it all. We'll also ponder the future scenarios surrounding Russia's war against Ukraine and the related geopolitical risks. Wrapping things up, we'll consider the implications of the US elections on Europe and the potential effects of a Republican president taking office. You won't want to miss this riveting discussion on geopolitical trends, future scenarios, and the future of global competition - all topped off with how you can follow up on our guest's work.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder how an engineer would approach the unpredictable world of trading? We sit down with seasoned trader, Tom Basso, whose unique approach stems from his engineering background, treating trading as a continuous data processing endeavor. Join us as Tom shares his journey from managing other people's money to navigating his own funds, while also penning a book to help his clients become better investors.
Tom's perspectives on the stock market are as diverse as the range of assets he trades. From commodities to crypto futures, gold, silver, and platinum, Tom's strategies are as varied as they are insightful. We explore his experiences with drawdowns, his ingenious strategies to counter them during sideways markets, and the importance he places on understanding both profits and losses. Tom's advice for achieving speed and experience in trading different asset classes, along with his views on the current market, and the fine line between predicting and trading, are not to be missed.
But what about the risks that come with trading? Tom's got you covered. We delve into his risk management strategies in volatile markets, the role his engineering background plays in his approach to trading, and how position sizing can significantly impact returns and risk more than buy and sell indicators. Tune in as we also discuss his play on earnings gaps and his time-saving trader's resource website. Perfect for anyone keen on trading, investing, or managing risk, this episode is packed with insights and invaluable advice. Join us and take a peek into the exciting trading world through Tom's seasoned lens.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Introducing Taylor Fravel, an esteemed political science professor from the Massachusetts Institute of Technology (MIT). Brace yourselves for a deep dive into the intricate maze of China's foreign policies and military strategies. Our intriguing conversations navigate through China's territorial disputes, nuclear policies, and the captivating realm of information warfare. Taylor, with his vast expertise, unveils the façade of China's multifaceted interactions with the world and the role technology plays in shaping its defense strategies.
As we peel back the layers, we stumble upon China's crafty efforts to shape global narratives and undermine their adversaries. The potency of China's messaging strategies and propaganda machinery is a testament to its vigor in seizing control of international diplomacy. The dialogue takes an exciting turn when we juxtapose China's military footprint against the US. Is China's pursuit of nuclear expansion and modernization a signal of an impending global power shift? Tune in to find out.
The economic tussle between the US and China is no secret. We dissect this dynamic relationship, revealing how the US is balancing the scales between competition and cooperation. The shift from decoupling to de-risking, the role of US Secretary of Commerce Gina Raimondo, and the economic reality of America's trading relationship with China, all come under the microscope. As our conversations reach their zenith, we scrutinize the negotiation landscape and inspect the progress made in creating a new channel dedicated to addressing US-China issues. Taylor's insights provide a clarified understanding of the global power play at hand. Join us for this riveting discussion that peels back the layers of international politics and unveils the intricacies of global power dynamics.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to explore the riveting world of Bitcoin, entrepreneurship, and artificial intelligence? We're thrilled to have Aleks Svetski on the show, a dynamic entrepreneur who transitioned from civil engineering to Bitcoin writing. He shares his fascinating entrepreneurial journey and his evolving perception of Bitcoin - from a simple payment solution to a grander societal remedy. We also spotlight the early adopters of Bitcoin and the progression of its narrative.
We're not stopping at Bitcoin. This episode uncovers the misunderstood world of Artificial General Intelligence (AGI), a concept too often blown out of proportion on the internet. We dissect the layers of human intelligence, compare it to AI, and examine the implications of language models emulating human-like language. As AI marches on, should we start considering regulation? We leave no stone unturned.
In the final segment, we dig into the concept of 'perpetual chulok' - the ratio of valuing the present against the future. Reflect on how internet and crypto projects create a consistent frenzy, and how the pandemic has emphasized life's fragility. Bitcoin's unique positioning in the market cycle could potentially shift our collective psychology towards a sound money system. This episode is a treasure trove of insights, so sit back, tune in, and let's explore the fascinating intersection of Bitcoin, entrepreneurship, and artificial intelligence.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Listen to Poetic Humor and Wisdom
Poetic brilliance, insight, and levity. Delves deeper, meticulously unwrapping layers.
Listen on: Spotify
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://leadlagreport.substack.com/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
On today's episode, we've invited Mike Simonsen, the brainchild behind Altos Research, to dissect the intricate trends of the US real estate market. Mike's company is the industry's pulse monitor, scrutinizing every home for sale in the United States every single week. Fascinated by how the dynamics of the housing market can shift like sand through your fingers? Mike and our team dig into the factors influencing these changes, such as fluctuations in mortgage rates and inventory levels. We've got your curiosity piqued, haven't we?
Our discourse takes a riveting turn as we tackle the intriguing comparison between homeownership and investment properties. How do laws, policies, and even platforms like Airbnb feed into this dialogue? Mike possesses a goldmine of insights, delving into how rising mortgage rates may put a damper on the market's pace and making sense of the year-over-year comparisons for home prices. We have a feeling you're not going to want to miss out on this enlightening exchange.
But wait, there's more! We've got you covered on the role of home builders in the housing market, investigating their post-pandemic performance and their cunning strategies to edge out resale homes. Ever wondered how the interplay of inventory and mortgage rates shapes housing demand and affordability? We've got the answers. With a plethora of data-driven observations and forward-thinking projections, this episode promises to be a rollercoaster ride through the dynamic world of real estate. Tune in for an episode chock-full of wisdom nuggets that you won't find anywhere else.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to unravel the world of Bitcoin with our insightful guest, Tuur Demeester, an investment analyst and a Bitcoin enthusiast. Tuur is here to share his transformational journey from an initial skeptic to someone who believes in Bitcoin's potential. He'll be diving deep into his understanding and investment strategies, offering you an exclusive peek into the world of cryptocurrency.
We'll be scrutinizing the speculative nature of Bitcoin's market, the role of the 21 million limit in preserving scarcity, and the impact of government stimulus and spending on this digital currency. Listen in as Tuur talks about his approach to risk management, the significance of analyzing the Bitcoin blockchain for asset valuation, and the importance of collaborative custody for preserving cryptocurrency. This episode is a treasure trove of knowledge for both new and seasoned Bitcoin investors.
The conversation takes an interesting turn as we discuss the potential political implications of Bitcoin adoption. Tuur sheds light on Bitcoin's soft forks versus Ethereum's hard forks, and what the bursting of the Ethereum bubble could mean for the crypto space. We'll also be exploring the possibility of Bitcoin becoming a central issue in the upcoming elections and how countries friendly to Bitcoin could see an influx of money. This is a must-listen episode for anyone interested in understanding the ever-evolving landscape of digital currency.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Strap yourselves in for a riveting journey into the shadowy realms of financial fraud with our esteemed guest, Dan Davies. Prepare to be captivated as we peel back the layers of the audacious Great Salad Oil Scam, examining how this intricate deception cleverly outmaneuvered control mechanisms. It's a story that hammers home the importance of meticulous research and constant alertness when considering any investment.
Ever wondered what goes on inside the minds of white-collar criminals? As we delve into the psychology of fraud, we reveal how fraudsters rationalize their actions and delve into the power dynamics of high-status individuals. The conversation also emphasizes the need for constant vigilance against fraud, and the surprising status it can hold. With insights from Dan, we'll help you better understand the complexities and challenges of detecting and preventing fraud.
As we approach the conclusion, we turn our attention to the controversial correlation between easy monetary policy and fraudulent activities. We discuss how easy access to credit can be exploited by unscrupulous individuals, allowing fraud to persist longer. Plus, we explore the 'Lindy Effect' and how it can be utilized in detecting fraudulent activities. Ponder over the thought-provoking insights shared by Dan on how governments should tackle fraud, and why simply restricting individuals from trading stocks isn't enough. From the Great Salad Oil Scam to the Lindy Effect, this episode is a must-listen for anyone interested in the murky world of investment fraud.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Welcome to an enthralling journey through the complex arteries of the global economy. Harnessing the insights of our esteemed guest, Jeff Snider from Eurodollar University, we tackle the intricacies of the monetary system, and demystify the current state of the bond market. Tune in as we dissect the impact of the Fitch downgrade on US Treasury bonds and the impressive stability of yields and credit spreads in these turbulent times. We raise the alarm on the concerning lack of information in the commercial real estate credit market and the potential risks it harbors.
Turning our lenses towards the banking sector, we discuss the implications of rising yields and the stance of central banks towards this phenomenon. We promise a fierce debate on real versus reported inflation, considering goods, services, and producer prices. Get ready to learn whether current inflationary pressures are significant enough to navigate us towards a soft economic landing.
Finally, we cast our gaze on the broader global economy, with China as a potential epicenter of risk. We analyze various financial signals that could indicate a potential Chinese economic implosion and the far-reaching global fallout. We ponder the economic challenges China faces, the threat of a financial spillover to other nations, and the rippling effects of China's decisions on the Russian and Indian economies. Witness as we untangle these intricate financial narratives and illuminate the workings of the world economy.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to walk the intricate maze of cannabis legalization and banking laws? Our latest episode promises a captivating journey with guest Jeff Schultz. Jeff unravels the hurdles and hopes in the realm of cannabis legalization, exploring the perplexities of the Safe Banking Act and its surprising lack of legislative success despite its public popularity.
The conversation takes a fascinating detour towards the potential implications of rescheduling cannabis on a federal level. Simultaneously, Jeff tackles the issue of unlicensed smoke shops in New York and illuminates the distinctive dynamics of cannabis legalization in states like Minnesota and New York. Brace yourself for stimulating revelations on the macroeconomic impacts of the cannabis industry on businesses operating in it, as Jeff dives into the rising cost of capital and inflation of input costs.
Plus, we tackle the challenging terrain of advertising cannabis podcasts. From legal intricacies, financial challenges, political landscapes to musical endeavors, this episode promises an enlightening exploration into the world of cannabis. Tune in and let Jeff lead you through this compelling journey.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to decode the signals of global economic changes? Brace yourselves for an enthralling conversation with Pippa Malmgren, a seasoned economist with a knack for dissecting global issues. Together, we unravel the mystery of 'signals' - subtle indicators of future economic trends before they get etched into data. We discuss the intriguing trend of 'shrinkflation,' where a candy bar's shrinking size becomes an early warning sign of inflation. Also on the table is the breakdown of the social contract, a canary in the coal mine for societal trust and dissatisfaction.
Strap yourself in as we journey through invisible conflicts shaping our world, from the Arctic's icy expanses to space's vast void. Get a fresh perspective on the hot war in cold places and the cold war in hot spots, like Africa and the Pacific. Pippa brings to light how cutting submarine cables transcends a mere technical issue and reflects the simmering conflict between superpowers. From China's economic footprint to the pressing problem of youth unemployment, our conversation takes sudden turns, always keeping you on your toes.
Finally, our discussion takes a rather unexpected flight as we broach the increasing recognition of Unidentified Aerial Phenomena (UAPs) by the US Air Force. How does this fit into the global picture? What implications does it hold for our future? Don't miss out on Pippa's unique insights that promise to reshape your understanding of these issues. Join us for this riveting episode as we decode the global economic changes around us and their impact on the future.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial inst
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Make sure you also check Charles’ Substack at https://charleshughsmith.substack.com/
In this riveting episode of Lead-Lag Live, renowned author and commentator Charles Hugh Smith offers his insightful perspective on the current socio-economic climate in an interview with Michael Gayed. Titled, "We're All Screwed: Charles Hugh Smith on Forced Frugality," this video explores the deepening financial crisis and the increasing need for forced frugality in our lives.
Charles Hugh Smith, known for his profound insights into economic trends, discusses his views on the effects of socioeconomic and cultural changes on everyday living. Having written numerous books on issues like inequality, the decay of societal structures, and the impending financial collapse, Smith provides a unique perspective on the current state of affairs.
Michael Gayed, the host of Lead-Lag Live, is an award-winning financial analyst who is known for his ability to ask tough questions and dig deep into complex financial topics. In this interview, Michael Gayed takes the audience on a journey through the hard realities of the financial world and our society's looming economic challenges.
This video promises an in-depth and exciting dialogue between two financial experts. It's a must-watch for anyone interested in understanding the economic realities we are currently facing and the future of our financial system. The discussion between Charles Hugh Smith and Michael Gayed of Lead-Lag Live is sure to leave you thinking deeply about the state of our economy and the necessity of adopting a more frugal lifestyle.
So, if a deep dive into financial realities and intense discussions on forced frugality make your brain tingle, this video is just for you. Hit subscribe to stay updated with more insightful interviews and discussions from Lead-Lag Live. Remember to like, share, and comment with your thoughts on this profound conversation.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://leadlagreport.substack.com/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In our latest podcast, "The Case For A Credit Crisis Builds: Jens Nordvig On China Collapsing," we delve deep into the global financial landscape, presenting an insightful discussion between two financial market titans - Jens Nordvig and Michael Gayed. This exchange is not just a regular interview; it's a reservoir of expert opinions, informed predictions, and strategic insights aimed at helping you stay ahead of the curve.
Jens Nordvig, renowned economist and founder of Exante Data, shares his expert perspectives on the impending credit crisis and its potential impact on international economies. He brings particular focus to the imminent risk of China's economy collapsing, making a case that could alter your investment strategies and market outlook.
Interviewed by Michael Gayed of Lead-Lag Live, Nordvig's analysis is presented in an easy-to-understand format, ensuring that both finance professionals and enthusiastic individuals can benefit from his foresight. With Gayed's ability to ask pertinent questions, the interview provides a comprehensive understanding of the volatile economic climate.
As we navigate these uncertain times, it becomes increasingly important to stay informed and prepared. This podcast is a must-listen for anyone interested in finance, economics, and investment. Tune in to hear Jens Nordvig interviewed by Michael Gayed of Lead-Lag Live, and gain a distinct advantage in comprehending the financial market’s future.
Remember to subscribe to our channel and hit the notification bell to stay updated with our latest content – we regularly host financial experts who share their invaluable experiences and insights on financial trends, market dynamics, and investment strategies. Don't miss out on these knowledge-rich discussions!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Delve deep into the topic of investing in our latest podcast, "The Last Sustainable Edge With Jim O’Shaughnessy." This intriguing conversation sheds light on the future of investing and how to manage through it.
In this engaging podcast, renowned investor and author Jim O’Shaughnessy is interviewed by Michael Gayed, the host of Lead-Lag Live and an award-winning investment strategist. This Jim O’Shaughnessy Interviewed by Michael Gayed of Lead-Lag Live session provides a unique opportunity to hear insights from one of the most respected voices in the investment industry.
Apart from discussing the finer points of investing, the podcast also takes a look at O'Shaughnessy's journey thus far. It provides an intimate look into his philosophy and approach to investing, making it a must-listen for anyone interested in understanding the dynamics of the modern investment industry.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://leadlagreport.substack.com/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What happens when a seasoned financial expert speaks on the tumultuous financial markets? You get an invigorating discussion with our esteemed guest, Dale Pinkert, who has been in the industry since the 70s. He dissects the potential credit event unfolding in the treasury market, shares insights on the weakening US dollar yen, and spotlights the effects of the BOJ's safe haven buying on the equities market. With a keen analysis of the RSI on the weekly TLT chart and its key points of momentum, Dale also brings to light the implications of tech stocks and earnings arriving later in the day.
Could there be an orchestrated banking crisis unfolding before our eyes? We investigate the possibility of the Federal Reserve pulling the strings, potentially aiming to commandeer the banking system through the use of CBDCs. We piece together the strategic moves the Fed might make in the face of a confidence crisis paired with the implications for currency markets, commodities, and gold in a risk-off event. This discussion leads us to consider the prospect of a sovereign bond crisis spilling over to the US, backed by Dale's expertise on the recent declines in long-duration treasuries and the potential for a credit event in 2021.
To conclude this episode, we shift gears as Dale highlights the importance of digital marketing strategies for today's businesses. He talks about effective ways to build a brand, engage customers, and create content that resonates with your target audience. Don't miss out on his unique insights that could give your business the edge it needs. Tune in for a deep dive into the current financial climate and beyond, as we sift through these fascinating topics with Dale.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready for some high-level financial wizardry that demystifies complex concepts like global liquidity, present and past economic indicators, and future market predictions? We have with us Michael Howell, a seasoned market researcher, who illuminates us with his three decades worth of knowledge on these intricate financial dynamics. We promise to take you on a journey from understanding the pivotal roles of the Federal Reserve and the People's Bank of China to the intricacies of market vs. funding liquidity, and why it doesn't always reflect the real economy's health.
Let's delve deeper into some international finance politics involving China's economy and the U.S.'s strategic moves in adding pressure in the currency market. We also touch upon the Shanghai Accord of 2016 designed to moderate a strong US dollar and its impacts on the Chinese Yuan. Grab your notepads as we unravel the concept of 'pristine capital' and the continuing value of US Treasury bonds as a prized collateral in banking and insurance, even amidst global financial turbulence.
As we approach the end, we cast our lenses on potential upheavals, such as a US Treasury market downgrade and a duration crisis mutating into a credit crisis. We shed light on the 'Mothra effect,' Japan's impact on complex systems, and how oil affects liquidity and the market. We leave no stone unturned, discussing ever-present topics such as the increasing interest bill on US debt and the future of yield curve control. Join us as we wrap up with Michael's future predictions, the potential impact of the US elections, and potential market interruptions. Get ready to have your financial acumen leveled up!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder what it's like to dive headfirst into the turbulent world of trading during a pandemic? Today, we're talking with Greg Duncan, a seasoned trader and business degree holder who did just that. When COVID struck, Greg took the plunge and learned invaluable life lessons about structure, discipline, and the madness surrounding meme stocks.
Drawing parallels from his athletic background, Greg shares how the principles of confidence and consistency from sports can shape a successful trader. He'll take us through his journey of exploring the market, the importance of irrational confidence, and the gamified landscape of modern investing. Plus, get ready to delve into the minutiae of technical analysis, the art of options trading, and the paramount role of risk management.
But that's not all. Greg reveals how he harnesses the power of social media to bolster his trading skills and his watch list of promising stocks. He believes in the importance of stepping outside one's comfort zone for personal growth and offers words of wisdom for new traders venturing into the market. So, strap in and join us for this exhilarating ride into the world of trading with Greg Duncan!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us on a journey through the intricate labyrinth of oil market dynamics in a post-COVID world, with our guest, the esteemed historian Ellen Wald. With her deep-rooted insights into the history of oil companies' operations in the Middle East, we dissect the current supply and demand scenario, elucidating Saudi Arabia's decision to prolong their voluntary oil production cut. We'll also scrutinize the likelihood of a supply crunch in the coming seasons and the illuminations it may cast on China's recovery.
We take a turn into the realm of critical minerals, rare earths, and turbids, with China's dominance over their supply chain as our central plot. Uncover the layers of environmental and human rights violations linked to mining these minerals as we explore alternative sources and potential partnerships that may tilt the balance in favor of American interests. Be prepared for a revelation on South America's vast lithium and cobalt resources and the urgent need for stronger alliances in our neighborhood.
Ending our discourse on a note of introspection, we scrutinize the impact of American policies on the supply of critical minerals and oil. The implications of tax incentives for buying cars powered by rare earths and other materials unavailable in the US come under our lens. As we consider the possible repercussions of an electric vehicle world heavily reliant on Chinese imports for rare earths, we look at how supply chain disruptions can have far-reaching impacts on everyday citizens. It's an eye-opening exploration that you can't afford to miss.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us on a journey with Alex Gladstein, Chief Strategy Officer of the Human Rights Foundation, as we unlock the massive potential of Bitcoin in the fight against monetary repression and the quest for freedom. Gladstein takes us into a world where governments manipulate money systems to oppress citizens and paints a vivid picture of how Bitcoin is becoming a beacon of hope for modern-day freedom fighters. With insights from his book, "Hidden Repression", he peels back the layers of the dollar system's history and its role in causing global suffering. This compelling narrative promises to leave you questioning everything you thought you knew about global finance.
We then navigate the winding roads of international financial institution evolution, scrutinizing the Bretton Woods system, World Bank, and IMF. We examine their shifting objectives post-colonialism, and the creation of a financial bubble due to loan systems in the 70s and 80s. The cycle of debt sparked by leaders borrowing without public consent and its impact on developing nations is startling. But could Bitcoin be the master key enabling escape from these oppressive regimes? We engage in this intriguing discussion, weighing the coexistence of utility and momentum mentalities.
As we venture further, we delve into Bitcoin's growing influence on freedom movements and its adoption in countries battling monetary repression. Gladstein recounts his time in El Salvador, sharing insights on the government’s endeavor to harness Bitcoin's power and build a Bitcoin-compatible infrastructure. We also consider the implications of a Bitcoin standard on the United States and other nations, in particular, the pivotal dollar-oil dynamic and its significance to Bitcoin's growth. This rich conversation explores the potential advantages for democracy and grapples with the moral complexities of the United States' relationship with Saudi Arabia. So tune in, and let's explore the uncharted territories of Bitcoin, financial repression, and freedom.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready for an electrifying voyage into the world of finance with Weston Nakamura. Weston is a seasoned finance professional who relocated to Tokyo at the start of Abinomics and has since navigated his career from derivatives futures options trading to a pivotal role at Blockworks Macro. He brings a unique perspective on the dynamics of central bank policies, Japan's yield curve control, and the influence of Asian markets on the global financial framework. If you've ever been curious about the blind spots in the US coverage of Asian markets, this is the episode for you.
We delve into the history of Japan's economy and the birth and impact of the Kerry trade. From the immense asset bubble in the late 80s to the deflationary mindset that ensued, Nakamura provides an insightful look at financial transitions. We also explore the Bank of Japan's zero and negative interest rate environment, which gave birth to the carry trade, and consider the potential global market implications of a rising yen against speculative short positions.
The episode winds down with an examination of Japan's current debt crisis and possible resolutions. Nakamura offers thought-provoking insights on the implications of the Bank of Japan's decision to lift its yield perp control and the potential impact of Japan repatriating its trillions of dollars back home. We also discuss the Bank of Japan's ETF holdings, wealth inequality, and the potential influence on the Japanese equity market. Get ready to broaden your understanding of global financial dynamics in a conversation packed with captivating discussions and deep insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Have you ever wondered about the twists and turns of global markets, or the impact of international politics on economies? Brace yourselves as we unravel these mysteries with our distinguished guest, Sofia Horta e Costa, a finance expert who'll guide us through the recent market downgrade and its stark contrasts to the 2011 financial crash. You'll be privy to Sofia's unique insights on the UK and China markets, and explore with us the possible shockers the Bank of England might throw at the financial world.
The journey doesn't end there. Together, we'll navigate the changing landscapes of China's consumer spending culture and the bubbling housing market. Get a chance to understand the intricate dynamics between China and Taiwan, and how advancements in AI could revolutionize the status quo. You won't want to miss the examination of Taiwan's vital economic position to global powers and the challenges China faces in building its own AI technology.
And just when you thought we'd covered it all, we're turning up the heat. We'll be dissecting the role of financial news and the impact of doom-and-gloom reporting during market downturns. Are we more attracted to news when the markets are in turmoil or on a growth spurt? How does social media feed this frenzy? We'll also be tackling the art of crafting eye-catching headlines, and discuss the potential fallout if Sofia's predictions hit the bullseye. So, tune in, and don't forget to follow Sofia on Twitter for more updates on the unfolding global financial drama!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join us for an enlightening conversation with Mark Zandi, Chief Economist of Moody's Analytics. Together, we'll dive into the heart of today's economic landscape, dissecting everything from the impact of Fitch's downgrade on US Treasury debt to the consequences of history's fastest rate hike cycle. Mark's expertise and insights illuminate the intricate workings of the economy, making this episode a must-hear for anyone keen to deepen their understanding of the economic world around them.
The conversation doesn't stop there. We'll navigate through the complexities of asset pricing, exploring the elusive concept of fair value and its deviation. Mark's perspective on the current valuation of corporate bonds, asset-backed securities, CLOs, and the equity market offers a fresh and engaging viewpoint. We'll also delve into the murky waters of recession prediction, assessing the possible risks in the housing market while shedding light on the management of yield curves by banks.
As we wrap up, Mark will share insights into long-term interest rates, corporate spreads, and introduce us to Economic View - a treasure trove of invaluable resources. This episode promises an enriching journey through the intricate labyrinth of economics. So, whether you're a seasoned economic enthusiast or a curious novice, this episode with Mark Zandi offers a wealth of knowledge just waiting to be uncovered. Join us as we unravel the complexities of the economic world, one discussion at a time.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to embark on a journey into the complex world of global terrorism, international relations and foreign policy with our esteemed guest, Max Abrahms, a globally recognized professor of political science. Together, we dissect the intricate links between these areas, pulling apart threads that weave into the fabric of our modern world. By examining the transformation of terrorism, most notably illustrated through the rise of the Islamic State, and the resultant formation of an unmatched counterterrorism coalition, we bring to light the shifting focus to domestic terrorism and the role of globalization and technology in this evolution.
As we probe more deeply, we navigate the stormy seas of extremist ideologies, casting light on the role played by globalization and technology in their spread. Max Abrams and I plunge into a spirited debate on whether these ideologies amplify over time, a question that has far-reaching implications. We also lay bare the geopolitical tug of war between Russia, Ukraine, and US policy, and its impact on the West's support of Ukraine. This discussion is not merely a theoretical exercise, but reveals the very real and tangible consequences for the world at large.
Lastly, we turn our attention to the often overlooked, yet pivotal role of academics in foreign policy decision-making. With Max Abrahms, we weigh the merits and pitfalls of think tanks versus academics, a dichotomy that could significantly influence foreign policy outcomes. Our conversation also ventures into the arena of elite decision-making, framing of foreign policy for the public, and the potential tripwires within the Ukraine-Russia conflict. As we conclude, we appreciate our listeners' engagement, underscoring the critical role of knowledge in framing policy and the media's role in shaping public discourse. Join us for this enlightening journey as we dissect and understand the issues shaping our world today.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder why financial safeguards like portfolio insurance and derivatives sometimes fail catastrophically? In our latest episode with Dave Kranzler, we dissect these instruments and their inability to accommodate extreme two-sigma events, a shortfall that contributed to the 1987 stock market crash and Long Term Capital's collapse. We also unravel the unique intricacies of the gamma squeeze dynamic and its distinct divergence from traditional derivative scenarios.
Are we headed for a recession or a stock market bubble? We dig into this question by examining the time-lag that occurs when the Federal Reserve injects money into the banking system and its subsequent movement into the financial market. We also scrutinize the yield curve as a forewarning sign of a possible recession and raise some thought-provoking questions about AI's potential impact on the economy. Furthermore, we examine the recent NASDAQ rally and deliberate its potential downturn by August.
Lastly, we venture into the puzzling disconnection between the housing market and junk bonds. Delving into the world of homebuilders, we examine how companies like DR Horton report encouraging numbers despite declining deliveries. We expose how their operating income and net income have decreased year over year, leading to discounted prices to stimulate sales. Finally, we look at the credit market, its benefit from Fed money printing, and the consequential issue of triple C rated paper now yielding 10 percent. Join us for an enlightening conversation that will enhance your understanding of the financial market's complexities.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Highlighting our guest, Chris Fenton, the episode offers unraveled insights into the complex world of US-China relations. Fenton, known as the Dragon feeder, shares his remarkable journey of taking a Chinese company from a $30 million valuation to a mind-boggling $8.5 billion. In the first segment, Fenton provides a glimpse into his Hollywood background, and the challenges he faced navigating the US-China relationship in a manner that prioritized America and its allies. He also shares his experience with the Select Committee on China, the bipartisan hearings they have structured, and the issues of censorship and propaganda that they are keen on addressing.
Now, imagine the impact of forced joint ventures on businesses eager to penetrate the Chinese market. This episode dissects the implications of China's control and influence on such businesses, with a keen focus on the role of lobbyist efforts in urging for a more open business environment in the country. We also explore the COVID pandemic's effect on the US's dependence on China and the emerging concept of de-globalization. But that's not all - we look at how TikTok is shaping the culture of the younger generation and its potential influence on future US-China relations.
Navigating further into the intricate world of Chinese influence, we discuss the need for Western unity to counter international challenges posed by China effectively. The conversation takes a deep dive into the potential consequences of Beijing taking control of Taiwan, from the economic to the geopolitical. Fenton offers his expert insights into the economic hurdles China faces, including its debt overhang and the question of local and regional governments' role in generating false growth numbers. By the end of this episode, we promise, you'll be more enlightened than ever about the dynamics of US-China relations and the potential future of this critical global relationship.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how a stock market maven approaches investing? Get ready to have your curiosity sated as we engage with Brad Freeman, a fundamental analysis expert, who opens up about his journey into the intricate world of investing. In this chat, Brad demystifies the complexities of the stock market and reveals his unique approach to investing, which he developed under the watchful eye of his father.
This episode doesn't just stop at Brad's personal journey. We delve into the nitty-gritty of company analysis, debunking the myth of free cash flow multiples, and examining how mark-to-market equity valuation gains or losses can impact net income in unpredictable ways. Brad enlightens us on the earnings cycle, the elusive phenomenon of FOMO, and his criteria for exiting a position. We also share some free resources to boost your stock-picking expertise.
Finally, we take a deeper dive into why sentiment and short-term factors rarely influence Brad's investment strategies. Did you know how impactful free cash flow and risk management can be? Brad shares his strategy on position sizing for different stocks and sheds light on the various levels of conviction. We also discuss the noise that popular financial apps bring to the stock market. Tune in for a refreshing perspective on stock market dynamics and investment strategies, all from an insider's point of view.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://leadlagreport.substack.com/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Join me, your host, as we navigate the thrilling realm of trading strategies and market conditions alongside seasoned trader, Jack Tacher. With a decade of trading expertise under his belt, Jack shares his hard-earned wisdom, discussing everything from the power of dollar-cost averaging to the art and science of technical and fundamental analysis. Tap into his candid reflections on the turbulent seas of trading and his biggest trading mistake, proving it's not about how many times you fall, but how quickly you rise back up.
In our second segment, strap in as we delve deep into the heart of the current market, dissecting the intricate dance of price action and sentiment in trading. Hear us discuss the struggles of small caps attempting to carve their own path, whilst shedding light on the imperative of adapting to the ever-evolving market conditions. We'll also be exploring the art of trend-spotting and providing insights on how to strategically limit risk while trading individual stocks.
As we round up our riveting conversation, we'll be breaking down the complex correlation between the US dollar and commodities, and what this means for you, the trader. Jack and I will also be discussing the latent risks associated with trading individual stock names and how to proactively build a safety net for potential downturns. Tune in to our discussion on the power of trend-following and the golden rule of diversifying investments, and arm yourself with strategies to manage risk during the early stages of a trend. Let's take this journey together and crack the code of the trading world.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Future Proof, The World’s Largest Wealth Festival, is coming back to Huntington Beach on September 10-13th! Get your ticket at a special discounted rate when you register at futureproof.advisorcircle.com/LEADLAG
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://leadlagreport.substack.com/leadlaglive.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to unlock the mysteries of the modern markets? You're about to embark on a riveting journey with Gareth and Jason, two seasoned traders armed with over 20 years of experience and a wealth of trading insights. Discover how sideline money and the artificial intelligence narrative are currently shaping the market. Gain an in-depth understanding of the dynamics of retail trading, the job market, and consumer confidence. They'll lay bare the essence of market meltups and present the critical importance of thorough research before stock-buying.
Dive deeper into the tumultuous financial market, as we dissect the implications of inflation on the dollar and long-duration treasuries. Gareth and Jason will take you backstage to unravel the influence of wealth managers and media narratives on market trends. Listen in as they share personal anecdotes from their trading journeys, bringing to light the nuances of timing and behavior in the financial market. They'll reveal the challenges of predicting market trends and underscore the vital need for understanding market discounting mechanisms.
As we near the end of this enlightening journey, prepare to delve into the potential risks lurking within current market trends and the possibilities of a market crash. Gareth and Jason will guide you on how to capitalize on such market events, exploring the subtleties of treasuries, the dollar, and the asymmetric trade opportunities that come with market volatility. You'll learn about the critical role of gold in a portfolio and the benefits of diversification. Prepare for an eye-opening conversation that breaks down complex market dynamics and equips you with strategic investment insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Got your eyes on the global investment landscape? Tune in as we welcome Ritesh Jain, CIO of a leading Indian asset management company and founder of Pine Tree Macro. He's got a macro view on global investing that's giving businesses a new way to build wealth. Think you know what macro is all about? Ritesh might just change your perspective.
Imagine being on the front lines of Canada's economy, where banks are dealing with the effects of an increase in leveraged mortgages. Picture the impact of 2.5 million immigrants on an economy. Ritesh does more than just imagine, he breaks down how these scenarios could influence the Canadian dollar and Bank of Canada in the coming year. Brace yourselves, the conversation takes an exciting detour as we traverse the terrains of India's economic growth and manufacturing expansion.
Finally, we delve into the world of infrastructure projects in India and the potential of its stock market. Learn about the benefits of holding gold and the long-term implications of currency depreciation. Ritesh offers up his insights on the financialization in India and how it's revolutionizing access to capital for entrepreneurs. It's a journey across the globe and through different economies, so buckle up and enjoy the ride!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to demystify value investing? Brace yourself as we, alongside our seasoned value investor, Rob Arnott, navigate the intricate landscape of value investing and its role during the recent COVID crash. Our insightful discourse will expose you to the allure of value investing, the strategies involved, and the rationale behind the downturn in value relative to growth.
Intrigued by the effects of SEC's diversified portfolio rule on ETFs and mutual funds? We dissect this rule, exploring its influence on cap-weighted portfolios and the subsequent impact on the valuation of various sectors and companies. Journey with us as we traverse the dot-com era and the present market and delve into the illusion of big market, particularly concerning the value of electric vehicles.
Finally, we turn our focus to the potential impacts of inflation on the financial sector and value style reallocation. Guided by Rob's thought-provoking insights, we unravel the effects of a data-dependent Federal Reserve, the probability of yield curve inversion leading to recessions, and the fascinating link between price-sales ratios and performance. Our contemplation of AI's growth narrative and its potential to replace millions of jobs is sure to leave you on the edge of your seat. So tune in, and get ready for a wealth of insights and riveting discussions!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Prepare to navigate the intriguing world of Japan's market revival and reforms with economist and Asia business and finance editor, Mike Bird. He shares insights on the surge in investor confidence, bolstered by corporate governance reforms led by Shinzo Abe. The ripple effects of international hedge funds like Elliot, and their increased presence in Japan, are also explored. So, buckle up for a deep dive into the economic landscape of Japan and how these reforms are reshaping its markets.
From the rally in the Nikkei to the implications of the corporate governance code changes for small-cap companies, we leave no stone unturned. We probe the unique effects of the strong yen on domestic companies and contrast them with the impacts on large caps. We also explore the influence of these market reforms on social issues, such as declining fertility rates. Discover how this demographic change could possibly affect innovation and productivity and the possible interventions by governments to encourage a higher birth rate.
We wrap up the conversation with an examination of the potential implications of the Bank of Japan's policy of Yield Curve Control. We discuss the risks associated with Japanese interest rate risk and the effects of higher yields on foreign assets. Join us as we unravel the potential for a credit event sparked by Japan and the crucial role of communication in decisions to drop yield curve control. This engaging discussion promises to leave you with a nuanced understanding of the changing face of Japanese markets.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared to navigate the turbulent waters of the current housing market? We think you might not be, but don't fret! Join us in this riveting discussion with Lance Lambert, Real Estate Editor at Fortune Magazine, who dissects the unexpected resilience of the housing market amidst the pandemic and high unemployment.
With his keen insight, Lance helps us unpack some critical trends, from the shocking deterioration of housing affordability equivalent to the 2006 peak, to the strategies and adaptability of home builders like DR Horton amidst material cost increases. We also delve into the precarious situation that some renters find themselves in, stretching beyond their financial limits in the face of the current affordability crisis. Lance also shares views from renowned economists like Robert Shiller, who raise an eyebrow at market exuberance and predict a sideways market in the coming months.
But that's just the tip of the iceberg. We also take a hard look at the reluctance of institutional buyers to invest in homes due to unfavorable math and cap rates, and evaluate the potential impact of changing state tax policies. Join us as we traverse through the complexities of the current market by comparing it with past trends, and explore the intricate links between consumer sentiment, the stock market, and home values. Tune in and equip yourself with knowledge about the risks of fiscal measures and the vital role of income growth and rate reductions in restoring market affordability, all encapsulated in this thought-provoking episode.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
We're excited to have Francis Hunt, the Market Sniper, on our podcast. He's got an intriguing and unique take on trading, likening it to the strategic selectivity and patience of a sniper. Francis opens up about his military background and how it shaped his efficient approach to the market - making fewer, but more successful trades. He's also a stickler for the Hunt Volatility Funnel principles, a trading system he developed that's all about waiting for the perfect set of circumstances before pulling the trigger.
The conversation gets even more interesting when Francis starts to unpack his views on the current market conditions and what he sees as an impending economic collapse. He discusses his outlook on demand destroying events and the end of the Goldilocks economy. His perspective on the manipulative practices of the Federal Reserve over the last four decades and the potential fallout for the American people is alarming and thought-provoking.
As if that's not compelling enough, Francis also shares his analysis on gold, silver, bonds, and the dollar. He explains the role of debt markets in keeping governments afloat and makes a bold prediction about the future of the bond market. We wrap up with a discussion about his premium membership group, the Market Sniper, and his strategies for building wealth during abnormal market conditions. This is an episode packed with insights, predictions, and thoughtful strategies you won't want to miss.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Have you ever wondered how an engineer’s mind can crack the code of stock markets? Join us as we engage in a riveting conversation with Tom Viktor, a stellar trader with an engineering background. Through his eyes, we navigate his journey into the volatile world of trading, beginning with simple concepts of support and resistance, and progressing into the profound Elliot Wave theory. From managing a full-time job in the energy sector to making sense of market sentiment, Tom offers valuable insight into the art of balancing professional life and portfolio management.
Shifting from personal experiences to market strategies, Tom unveils his unique approach to handling euphoric market sentiment. Rather than placing a directional bet, Tom prefers to stay in cash, providing an enlightening perspective on why being bearish doesn't always mean going short. You'll also get a sneak peek into the conditions that would lure Tom to invest his cash into the market. So, want to decode the tactics of trading in a euphoric market? Tom’s got you covered.
Our conversation with Tom does not stop at market sentiments; we also delve into the ever-changing dynamics of the market. Reflecting on how market movements have sped up since his debut in the post-2008 era, Tom shares his insights on the potential impact of this rapid pace on traders. From leveraging Twitter as a financial news source to deciphering market sentiment via financial media, Tom's expert insights serve as a guide to navigating the trading world. We even touch upon the peculiarities of the real estate market and the importance of diversifying one's trading strategies. Tune in, and indulge in a conversation that promises to redefine your understanding of trading, market analysis, and portfolio management.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Dive headfirst into the world of options trading with our esteemed guest Ophir Gottlieb, a veteran in this intricate field of finance. Get ready to understand the guts of options trading, from the basic mathematics to the crucial role of central bank intervention on market volatility. We'll walk you through the major changes in the options market, such as the access to data and the shift in number of strikes and expirations.
Ever thought about how current market dynamics, like concentrated mega cap momentum, impact volatility and risk? Ponder on this with us as we unravel the effects of such forces on the trading floor, especially with individual names superseding index type trades. Ghalib will share his insights on how these shifts have reshaped his trading strategies, with a nod towards the significant influences of monetary policy and mega cap momentum.
Finally, let's delve into the fascinating realm of artificial intelligence and its impact on market dynamics, with a specific focus on Open AI GPT-4. As you join us in contemplating the potential butterfly effect if a titan like Nvidia were to break, we'll also explore the concept of getting long equities in a high volatility environment. Tune in for a riveting discussion packed with valuable insights for traders of all levels, as we dissect these complex topics and more.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared to conquer whipsaw markets like a master? Join us as we demystify the challenges of systematic trading and arm you with effective strategies for weathering the storm. We'll reveal the secret to thriving in both bull and bear markets through trend following. Along the journey, we'll unlock the significance of backtesting, recording statistics, and steadfast adherence to your chosen system, even when the market throws curveballs.
Then, we're sailing into the vast sea of market trends and investment strategy, where big players reign supreme. We'll guide you on how to maneuver for outperformance in the face of such dominance. Discover the art of beating the S&P, the importance of relative strength and the necessity of diversification, even when investing in large caps. As we traverse the perilous terrain of shorting and mania in markets, we'll equip you with the knowledge to navigate wisely. Finally, we offer a refreshing detour with an exploration of impromptu live video conversations. Uncover the value of connecting with global minds, following leaders you admire, and the excitement of unscheduled roundtable discussions that could just be the catalyst you need for your next breakthrough. Pack your curiosity and brace yourself for an exhilarating ride through trading terrains and investment landscapes!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Uncover the elusive world of tactical asset allocation and the mechanics of trading volatility products with my special guest, Jim Carroll. Wondering how to make your portfolio more resilient in the face of market fluctuations? Our conversation will guide you through the importance of rules-based investing and strategy diversification, helping you develop a robust approach to your investments.
Step into the engaging world of tactical trading, dissecting the dynamics of shorting volatility and understanding the potential pitfalls of systematic models. Want to make your tactical trading more tax efficient? Carroll provides valuable insights into the pros and cons of decision timing and the essential role of frequency versus magnitude in tactical trading. We ground our discussion in real market conditions, analyzing the risk of surprise events and pondering their implications for tactical asset allocation.
Finally, we demystify the process of trading VIX futures or options, debunking common myths and providing practical strategies. Picture this – what if waiting for the VIX to spike to short vol isn't the best approach? Join us as we offer a fresh perspective on volatility exchange trader products. In a lighter vein, Jim shares his favorite drink, a smooth Cabernet Sauvignon, adding a personal touch to our enlightening conversation. Tune in for a richly informative episode filled with actionable tips and valuable insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to unlock the secrets of a systems-based approach to investing, as we sit down with Jeff Ross, a seasoned investor with a diverse background in radiology. We delve into the intriguing intersection of radiology and finance, discovering how a systems-focused perspective can be applied to asset pricing in the context of macro top-down analysis. From dissecting the effects of inflation and economic growth to understanding liquidity, this conversation is packed with insights for every investor.
When it comes to navigating market uncertainties, there's no better guide than Jeff. We'll explore how to seize potential opportunities that surface during a recessionary bear market, including the role of timing for bonds and gold, and strategic allocations to cash, inverse funds, and Bitcoin ETFs. It's not all doom and gloom though. We also touch on the evolving landscape of investing over the last decade, the advent of stagflation, and the influence of the 'Fear Of Missing Out' on market dynamics.
Wrapping up, we plunge into the fascinating world of central banks, their immense power, and the rippling effects on asset valuation, market structure, and liquidity. Questioning the relevance of traditional free market economics, we consider Bitcoin as a reflection of a free market. Expect to leave this episode with a more nuanced understanding of the economic signals of a potential downturn, the consequences of hawkish rhetoric from the Federal Reserve, and the controversial role of quantitative easing in propping up risk assets. Get ready for an enlightening discussion with Jeff Ross and amplify your investing acumen!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered what goes into managing portfolios at institutions like Morgan Stanley? Tune in as we pick the brain of Andrew Moss, an official trader with T3 Trading Group, and explore the ins and outs of trading. Andrew's journey into the trading world began with his father's influence, and he brings a wealth of experience and insights into the business side of investing and how to evolve from a decent trader to an exceptional one.
Venture with us into the realm of short-term trading strategies, where time frames shape our plans and headlines, active positions, and price action guide our decisions. Experience the pulse of the market as we dissect volatility and trading strategies, looking at where a trade could go and how to form a comprehensive plan. Learn about the significance of momentum and identifying potential market shocks, and understand why being prepared for volatility is crucial, even when the VIX is less than 20.
Finally, we navigate the broader financial landscape, examining the impact of the dollar's move and the treasury market in a tightening environment. Grasp the connection between the dollar and treasury markets, and consider the potential of a credit event. Get insights into market trends and risk management, and learn how to plan for possible changes, including pre-election trends and seasonality. To round off this informative episode, we uncover common mistakes in short-term trading strategies and provide tips to avoid them. Join us to enhance your trading acumen and navigate the financial markets like a pro!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered why one of the world's wealthiest men, Bill Gates, is the largest individual farmland owner in the U.S? Get set for a captivating journey as we venture into the perhaps unexpected but intriguing world of farmland investment with Carter Mallow, founder of Acretrader. This episode, filled with data-driven insights, underscores the consistent performance of farmland as an investment and its minimal correlation with the S&P 500, revealing its steady compounding quality and relative lack of volatility.
Unravel the world of farmland investment as we spotlight how Acretrader is harnessing data, technology, and expertise to demystify this fragmented asset class. We take a deep look at the role of the platform and the tools used in providing data aggregation and much-needed transparency to the U.S farming community. The discussion takes an interesting turn as we ponder on what could have possibly prompted Bill Gates's significant investment in farmland.
As we continue on this exciting journey, we delve into the heart of farmland investment - the macro and micro trends shaping the space. We touch upon the critical role of food security in the light of increasing global population, and the potential shift towards domestic food production. We also give you a taste of what farming efficiency, technology, and geographic considerations mean for the discerning farmland investor. Wrapping up the episode, we tackle the topic of liquidity in farmland investment, the implications of investors needing to access their funds earlier, and how farmland performed during economic contractions and recessions. This episode is an absolute must-listen for anyone keen on understanding the potential of this unique asset class!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to transform your mindset and master the art of investing? Join me as I engage in a captivating dialogue with Willie Delwiche, a seasoned investment strategist. We journey through Willie's experiences navigating an often turbulent market, dabbling between buy-and-hold and active trading strategies. We also shed light on the distinction between the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) designations, and discuss the recent sentiment on social media towards fledgling traders.
The investment terrain can, at times, resemble a labyrinth. Willie and I aim to guide you through this maze, dissecting the current investment landscape and the conundrum of identifying a "fat pitch" in the existing market. We emphasize the significance of simplicity and focus in an arena brimming with information, while tackling the ongoing duel between tactical tailwinds and secular headwinds. Further, we offer insights on discerning signals for entry and exit points in the market, providing you the tools and knowledge to navigate this venture like a pro.
Risk and opportunity dance hand in hand in the realm of investments. We delve into the pros and cons of shorting in the contemporary investment environment and explore the merits of patiently holding cash and awaiting favorable opportunities. We also touch upon sector rotation as a risk mitigation strategy while emphasizing the paramount importance of timing when hedging against declining markets. Join us as we unwrap these subjects and more, equipping you with invaluable insights and perspectives, whether you're a novice investor or a seasoned pro.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you getting the most out of your financial understanding? Prepare to amplify your knowledge as we unravel the enigma of economic thought and theory with our distinguished guest, Peter St. Onge. A highly respected economist, former professor, and an esteemed fellow at the Mises Institute, Peter brings a wealth of insights into the often misunderstood sphere of Austrian economics.
Our journey of discovery pivots around the fascinating contrast between mainstream economic theories and the more accurately predictive Austrian school of thought. We delve into the fallout of the credit crunch of March 2020, the practices of the Federal Reserve, and the ripple effects of a global economy flush with printed money. Peter provides an insightful analysis of the U.S banking system, spotlighting the role of community banks and the perils of high-risk loans, and detailing the ripple effects of the 2008 financial crisis.
But that's just the tip of the iceberg. Our conversation veers into an engaging debate of Bitcoin versus gold, examining their respective strengths and weaknesses. The geopolitical landscape is not overlooked, as we discuss the declining dominance of the dollar and the ramifications of de-dollarization. We also inspect China's economic challenges, the cause and effects of youth unemployment, and the potential for political unrest. Finally, get a sneak peek into Peter's influential social media presence and discover how his astute observations are reshaping economic discussions. This is a conversation you won't want to miss!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wonder how a physical education teacher could turn into a successful investor? Join us as we navigate the exciting journey of Nick O'Gorman, a Yonkers native who jumped into the world of dividend investing after the tragic loss of his father. Nick's story is a testament to the power of self-education and determination, as he shares his invaluable insights into the art of dividend investing and how it led him to financial success.
In a world where the market's waves could be nerve-wracking, Nick shares his unique approach to selecting impeccable American companies for investment, focusing on five key metrics. He takes us through his frugal lifestyle that so deeply integrates into his investment strategies, showing that being austere isn't a punishment but a stepping stone to financial freedom. His experience during the COVID crisis was his first real test as an investor, and you'll be amazed to hear what he learned from it.
Our conversation doesn't stop there. Nick offers a closer look at his investment portfolio, highlighting the importance of a balanced portfolio diversified across stocks, real estate, and business. His journey reveals that investing is more than number-crunching, it's about the diligence in learning, researching, and understanding the ins and outs of a complex world. As we wrap up, Nick shares his passion for teaching others and his views on the current state of financial education. So, buckle up and prepare to be inspired by Nick's journey from a PE teacher to a savvy investor.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Notre Dame Stories
Stories highlighting Notre Dame’s work to be a force for good in the world.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered about the secrets of Wall Street? Get ready to navigate the intricate world of finance with industry legend Boaz Weinstein, who takes us on an exhilarating journey into the world of closed-end funds, bonds, loans, and curve shape. His intriguing story starts with an unexpected job opportunity at Merrill Lynch, which ignited his interest in Wall Street. From there, Weinstein's career skyrocketed, leading him to cross paths with big names like Warren Buffett and Ed Thorpe.
Now, imagine that there's a hidden world of investments that's often overlooked, yet brimming with opportunity. Boaz offers his insights on why some closed-end funds are sold and not bought, and what happens when funds drop to large discounts. The conversation also explores the correlation between credit spreads, fund entrenchment, and discounts, offering insights rarely shared outside of the boardroom.
But it doesn't end there. We also delve into the intriguing concept of leverage and consolidation in investment funds. We examine how managers use leverage to maximize their fees and how the consolidation shift is creating larger margins for investors. Lastly, we explore the world of leveraged buyouts, their risks, and rewards, as well as their role in maximizing returns in the investment industry. So, buckle up and join us on this thrilling journey through the labyrinth of finance, brimming with stories, insights, and valuable knowledge every investor should know.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Imagine a world where private ownership is obsolete and your happiness is not only promised, but guaranteed. Sound like a dystopian novel? Well, according to the World Economic Forum's predictions for 2030, this could be our reality. Join us as we dissect this alarming forecast with our guest, Carol Roth, an entrepreneur, recovered investment banker, and author of the thought-provoking book, "You Will Own Nothing and Be Happy". We delve into a myriad of topics that are interconnected - from social credit and ESG to Wall Street's competition with everyday people to purchase homes.
Navigating the murky waters of financial stimulus, we discuss governmental influence and the dangers of taking money without fully understanding the implications. It's a firm belief that financial literacy is the key to preserving the American Dream. And what happens when people have nothing left to lose? We contemplate potential uprisings and how to equip our listeners with the knowledge that can help to avert such a scenario. The conversation ventures into the prospects of a digital dollar and the weaponization of the dollar by the US government, revealing unsettling truths and potential outcomes.
In the final act, we scrutinize the ripple effect of the Fed's interventions in the housing market, the entry of institutional money into single-family markets, and the concerning shift of wealth from Main Street America to Wall Street. Drawing parallels to the Twilight Zone, we caution listeners on the unforeseen consequences of good intentions gone awry. With the looming resistance of central banks and governments to decentralization, it's imperative to arm ourselves with knowledge and awareness, as Carol Roth's research underlines. This episode is a powerful call to action to push back against central planning dictates and mandates, and to remain vigilant and informed in these turbulent times.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Could the US economy be on the verge of hitting a wall? Join us as we unwrap the enigma that is the gold and silver market with Don Durrett. Don takes us through his personal journey into the world of gold and silver, explaining why he believes gold is the ultimate hedge. With an insightful exploration of how globalism and the state of the US economy have impacted social and political systems, he uncovers the potential for skyrocketing gold and silver prices that could yield significant returns for miners.
What would be the implications if gold and silver truly were a 'sure thing'? Our conversation with Don continues as we turn our attention to the puzzling under-ownership of gold and silver mining stocks. Don sheds light on the declining US economy post-1945 and the profound implications of the Fed's adoption of MMT in 2008. As the prospect of silver prices rising becomes a reality, we examine the potential for the widening margins of silver miners and the exponential growth of quality producers' multiples.
As we delve further, we uncover the exciting possibility of gold and silver poised to reach new all-time highs. Don shares invaluable advice on investing strategies for gold and silver, grounded in his experiences with three-baggers and his 10-bagger list. But investing is never without risk - we explore the potential hazards of investing in emerging markets and the importance of risk management. Listen in for an enriching dialogue that could be the key to unlocking your investment potential.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Grab a front-row seat as we cross the intersection of AI, cybersecurity, and global regulations with our esteemed guest, Matthew Pines, Director for Security Intelligence at the Krebs demo. We'll navigate the precarious waters of the AI arms race, scrutinize the potential of AI to both automate cyberattacks and detect network anomalies, and explore the thriving criminal market of ransomware-as-a-service. From countries leveraging lax legal frameworks to the emergence of a global regulatory regime around generative AI, Matthew brings us deep insights into the shifting dynamics of cybersecurity.
A notable highlight of our conversation is the exploration of the geopolitical tensions between the US and China. Has the looming potential fallout of a Taiwan event got you anxious? Or perhaps the social engineering possibilities through apps like TikTok have piqued your curiosity? We shed light on these aspects along with the proposed Restrict Act by Senator Mark Warner and the concept of US-China decoupling. We also track how key figures like Elon Musk, Jamie Dimon, and Bill Gates are playing their part in stabilizing the US-China relationship.
Buckle up, because we are taking a surprising turn into the realm of Unidentified Aerial Phenomena (UAPs). If you've ever wondered about the national security implications of UAPs or how blockchain technology fits into this context, we're right there with you. We make a case for greater transparency, investigation, and even the role of Bitcoin as a potential reserve asset to boost US global economic power. From AI's geoeconomic implications to the strategic competition with China, this episode is a thrilling rollercoaster that bridges the known and the unknown. Join us as we take a deep dive into these fascinating topics and expand your world view in the process.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Buckle up for this exciting episode where we sit down with the remarkable Joe Carlasare as he shares his profound insights into the world of digital assets. His market and risk assessment-based approach to crypto law, coupled with a deep knowledge of investing, is guaranteed to captivate you.
Cryptocurrency and its surrounding regulatory landscape are a treacherous jungle, and who better to guide us than Joe? Our discussion navigates the lack of legislation in the crypto realm, leading to actions from regulators and a surge in class action lawsuits. We touch on the implications of the groundbreaking Coinbase case and the role of private litigants. Diving further, we simplify the complex terrain of digital asset custody rules and the marriage of blockchain data signatures with specific account balances on crypto exchanges.
Ever questioned the SEC's stance on a Bitcoin ETF? Prepare to delve into the logic behind their decisions and recent filings from giants like BlackRock. As we examine the Grayscale case, you'll learn why it's under the market's close scrutiny. We wrap up with a forward-thinking discussion on the future of Bitcoin and its potential to bring freedom to people globally. Finally, we delve into the challenges in scaling Bitcoin globally and the implications of its lack of legislation in terms of regulation. Don't miss this riveting episode that promises a comprehensive understanding of the world of cryptocurrency.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Have you ever felt like you're drowning in a sea of information? Join us as we navigate the digital deluge with Silicon Valley veteran, Michael Guimarin! His insights into intentional information filtering can help us manage the excess while improving our mental health and decision-making abilities. Just like a balanced diet is crucial for physical health, Michael introduces the concept of an 'information diet' for mental well-being, separating signal from noise in our environment for better outcomes.
From practical strategies like turning off notifications to more profound concepts like shifting from consensus to resonance-based decision-making, Michael offers wisdom to not only survive but thrive in this information-dense era. We unpack power dynamics in information distribution, exemplified by international terrorist networks and the disturbing prevalence of misinformation. In the midst of this noise, Michael challenges us to redefine our goals for consuming information, making each decision intentional and resourceful.
Finally, we discuss the generational impact on information consumption. How does our generational identity shape the way we consume information? With Michael's guidance, we explore the importance of having specific objectives in consuming information to avoid entrainment or brainwashing. As we learn to navigate the digital age more efficiently, Michael ensures that we're not just consumers of information, but curators and creators as well. Tune in and embark on this exploration with us and Michael Guimarin for a healthier information diet!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Do you ever wonder just how powerful central banks can be? Join Ashraf Laidi and yours fewly as we break down how the Bank of Japan single-handedly shifts global markets, impacts currency and gold prices, and maintains short-term interest rates below 1% since 1997. We are making sense of the Bank's unique QE program, the only one of its kind still operational worldwide, and dissecting the intricate ties between Japan's stock market, currency, and inflation rates. By the end of this episode, you'll better grasp the gist of phrases like 'yield curve control' and why its potential phasing out can turn markets upside down.
Can you imagine a single entity intervening in global markets? That's the kind of power we're talking about when we discuss the Bank of Japan. We'll unpack how such a move could shake up currency and gold prices. But that's not all, as the impact of decisions made by the Federal Reserve also comes into play. Understanding how closely CPI data is tied to these moves is crucial, and we'll show you why. Wrapping up, we'll get into the nitty-gritty of gold's performance over the past few quarters and discuss how future prices may be influenced. So, whether you're a trader, investor, or just someone interested in understanding global financial markets better, we promise this episode has something for you.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever pondered how the Bank of Japan's policies might affect your investments or wondered why gold continues to be a popular hedge? Get ready for a riveting journey into the world of intermarketing analysis, currencies, metals, and yields with our guest, Michael Gayed. Our conversation kicks off with the intriguing practices of the Bank of Japan and their impact on bond yields and other currencies. We'll dissect yield curve control, quantitative easing, disinflation, and the possible consequences of policy changes.
Moving from yen to gold, we'll dive into the nuances of the gold markets. With Michael's expertise, we'll be forecasting future trends based on bond prices and yields and examining gold's performance in recent quarters. Not stopping there, we'll also explore how the Department of Justice's decisions could ripple across the gold market. Buckle up for an enlightening talk that promises to enhance your understanding of global economics, as we navigate through these complex financial terrains. Tune in, sit back, and let's unravel the economic mysteries together.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you had the chance to peer into the mind of an experienced market analyst? You do. Join us as we sit down with David Collum for a profound discussion that navigates the murky waters of today's market. From dissecting the toxicity marked by cognitive dissonance and the return of uneducated speculation to pondering the sustainability of super stocks like NVIDIA and Tesla, we serve up an enriching conversation that's guaranteed to challenge your current perspectives.
Are we witnessing the death of intelligent investing? The market's current state suggests we might be. We pick apart the concerning overvaluation in the market, where 490 out of the S&P 500 companies return nothing, and investing has become a high-stakes gamble. We question the financially dangerous belief that you'll never lose money investing and reflect on the implications of the market's inflationary gains. Stand by as we expose the harsh realities of the contemporary investing landscape.
But, it's not all doom and gloom. We explore potential lifeboats in this turbulent sea, discussing the role of gold, silver, and energy stocks in a portfolio. We analyze the potential of companies like Rio Tinto and weigh in on the controversial topics of investing and trading. Balancing the scales, we also delve into the challenges of managing a sizeable social media presence and how it can impact your investing habits. Tune in and equip yourself with insights that could help you navigate these tumultuous times.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how you can spot and navigate market cycles like a pro? Or how to leverage the Sharp Ratio metric to maximize your risk-adjusted returns? Then you're in the right place! I'm thrilled to be joined by the brilliant Meb Faber who will help us decode these complex topics - from the history and impact of market cycles on investments to the ins and outs of the Sharp Ratio. We'll also reveal how this ratio has surpassed "one" during four significant periods in history.
But don't worry, we're not limiting the conversation to just metrics and cycles. We're taking a deep look at market cap-weighted indices - an important concept for every savvy investor to understand. We'll discuss the potential pitfalls of concentration risk and how it played out in the 'Nifty Fifties'. We're also diving into the fascinating world of Fundamental Indexing and value-based strategies - a must-know for every investor. So, if you're ready to level up your investment game or just starting out on this journey, you don't want to miss this episode! Let's get started!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Get ready to gain insider knowledge as we unravel the intricacies of investor demand in the energy sector with Max Gagliardi. We tackle the shifts in this dynamic landscape, focusing on oil and natural gas pricing and their link to macroeconomic influences. Navigate the complex world of energy investment with us as we explore both the private and public sectors, and dive into the effects of OPEC's market-changing production cuts. Moreover, we dissect the conundrum of why producers persist in drilling amidst dwindling gas prices and the potential for natural gas stabilization.
The conversation takes an exciting turn as we shift focus to the real estate market and how macroeconomic conditions are shaping it. You'll uncover how the fluctuating mortgage rates influence market activity and the measures the Fed could take to maintain low-interest rates. We'll also share our thoughts on the widening wealth gap, its implications for the real estate market, and the pressing need for affordable housing. Plus, get the scoop on the risks involved in real estate investments and how credit card interest rates affect spending decisions for the wealthy. Don't miss this enlightening discussion!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Australian Book Lovers
Welcome to the Australian Book Lovers podcast! Our mission is to bring fabulous...
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Immerse yourself in a captivating conversation as I, your trusty podcast host, team up with Chris Versace, Chief Investment Officer at Tematica Research and co-manager of TheStreet.com's Action Alerts Plus portfolio. Navigate the intricate world of thematic investing as Chris reveals his unique approach that hinges on structural changes in the economy, demographics, technology, and psychographics to handpick investment strategies. Unearth the secrets behind his roles, both at Tematica Research and TheStreet.com, where he offers invaluable insights to members daily.
Ever imagined the disruptive potential of AI? Together, we will illuminate the path to identifying and differentiating investments in AI and thematic models. Gain insight into the criticality of understanding holdings and position sizing when investing, and the art of discerning between fads and lasting themes. Listen on as we probe the potential of AI to shake up industries and the telltale signs of companies desperately clinging to the AI lifeline. As we pivot to discuss commodity futures and thematic investment opportunities, Chris presents his analysis on commodities not responding to increasing demand and the implications of China's comments of a stronger second quarter.
Step into the future of trading and investments, as we delve into technology's impact on investors and the surge of the DIY investor. Get ready to broaden your perspective with our discussion on emerging themes that warrant more attention, such as data privacy and digital identity. And no conversation is complete without diving into the shifting demographics of the US, the advent of the new middle class, and China's increasing disposable income. Trust us, you won't want to miss out on this mind-opening conversation. Last but not least, learn about the best places to follow Chris J. Versace across social media platforms and why it's crucial to keep tabs on his Tweets. Come join us in this enlightening journey through the realm of thematic investing strategies and the pulse of the current market.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Here's the deal; we're about to reveal a treasure trove of insights on how to create an unshakeable portfolio. My guest, Jason Buck and I, are going to guide you through the intricate world of defensive investment strategies. We'll unveil the secrets of long volatility and illustrate how commodities and cash can be your best friends in protecting your investments. We'll also dive into the often misunderstood VIX futures ETPs, and clue you in on the timing essential to playing long volatility right.
Now, this isn't your average chat about volatility trading. Buck and I will introduce you to the Harry Brown Quadrant Model - your key to identifying growth, inflation, recession, and deflation assets. You'll learn about the exciting world of commodities, trend followers, and cryptocurrencies and how they can amplify your portfolio. We'll also talk about the dreaded Minsky Moment and its aftermath, the deleveraging effect. And if you've been curious about the changing faces in the market over the past decade, we'll decipher for you how this has impacted the volatility cycle.
In the final leg of our discussion, we're going to talk about portfolio construction. We'll show you how a well-constructed portfolio can be your best defense against risk. We'll explore the roles of gold and crypto, should a catastrophic market shutdown occur. And to put a cherry on top, we're going to explore the fascinating world of branding, marketing, and capital efficiency. Don't miss out on the nuggets of wisdom Buck shares on market efficiency, and the unusual, yet memorable, box of cockroaches analogy he shares to remind us of the risks of investing. Tune in, absorb, and learn - this is going to be one enlightening ride!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ready to peel back the layers of the commercial real estate market? Get ready to grasp the concept of distressed properties with Shlomo Chopp, a seasoned player in this arena who transitioned from tech to real estate. We discuss Shlomo's journey, which was sparked by the 2009 economic crash, leading him to represent borrowers in CNBS debt negotiations. We also shed light on the role of technology in shaping the retail logistics landscape and the correlation between inverted yields and property values.
As we navigate through the complexities of commercial real estate, we uncover how technological advances and the inability to adapt buildings quickly have turned this field into a reactive business. We evaluate different asset classes to understand how they've been affected by these changes, with a special focus on the office sector, which has been shaken up by the remote working trend. We further zoom in on occupancy rates to determine their influence on property values.
Wrapping up our insightful discussion with Shlomo, we delve into the potential for distress and contraction in the commercial real estate market. We assess the impact of profitless startups on the balance sheets of individuals and companies, and how this overflow can affect industry players. Our exploration extends to the tribalism between lenders and borrowers, and its impact on the CNBS market. Finally, we discuss how social media platforms like Twitter have become an excellent avenue for sharing and learning about Shlomo’s experiences in commercial real estate. This episode will surely equip you with valuable insights on the commercial real estate market from a seasoned industry player. So, tune in, and let's unravel the world of commercial real estate together!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Are you ready to challenge what you know about monetary systems, libertarianism, and the role of government intervention? Join me as I sit down with Chris Rossini, a veteran in the field, who has spent the past decade working closely with Ron Paul. Chris will reveal how the Federal Reserve's power to monetize government debt has sparked global events like World War I and significantly impacted the value of your dollar.
Ever wondered who truly benefits from the Federal Reserve system? We'll shine a light on the elephant in the room, discussing how the users of the dollar pay the price while government and banking systems rake in the benefits. Watch out for our take on the military-industrial complex, the media, and how these powerful entities are lured towards the printing press. Ponder upon the possibility of a food crisis being the catalyst for change, as opposed to a financial one.
From understanding the complex relationship between gold, silver, and fiat currency to discussing the risks of governments and banks hijacking money, we've got you covered. Tune in as we explore the manipulation of market systems, the impact of 0% interest rates, and the rise of the woke agenda and investments. Don't miss our robust debate on the pros and cons of investing in the stock market from a libertarian standpoint and how this perspective has been shaped by Dr. Paul's influential work. This episode promises to be a thought-provoking journey, challenging our understanding of economic systems and government intervention.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston. Leveraging her experience in chemistry, journalism, and global mineral exploration, Gwen helps us navigate the intriguing labyrinth of geology, jurisdiction, and capital markets. We also look at the evolution of mining cycles over time, especially in light of the significant liquidity in the market.
Next off, we bring the spotlight on gold miners and gold prices. Gwen dissects the reasons behind gold's strong performance, hinting at central banks' penchant for gold. We also explore the leverage gold stocks offer to investors and how gold often leads miners. Aside from gold, we delve into the realm of base metal miners, their distinguishing factors, and why a firm belief in gold is a vital denominator when considering gold investment. We also touch on copper and iron ore and their potential recession signals.
Finally, our journey leads us to China – a key player in metal demand. We delve into the balance between supply and demand for base metals, and how the green transition is driving this demand. Gwen highlights the challenges posed by capital costs and the scarcity of new mines. A special focus is placed on lithium - its importance, geographic concentration, and the exponential growth in demand. So, gear up as we uncover the investment potential of lithium and other metals, specifically looking at the discovery and building/operating phases of lithium projects. Stay tuned for a closer look at copper, the next big thing to watch out for in the metal market.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What does the future hold for our economy, and how will it affect your investments? Join me as I discuss these pressing questions and more with Porter Stansberry, a leading independent financial researcher. Porter shares his insights into the nuances of financial publishing and the critical role of independent research. He also reveals why traditional media companies may struggle to break into financial publishing and how digging deeper into SEC filings can give you a competitive edge in the market.
Society is in a constant state of evolution, and this episode is no exception. Porter Stansberry and I take a candid look at the rising acceptance of once-taboo activities like prostitution and gambling, and how these shifts are impacting our civil society. We also discuss the potentially detrimental effects of debt monetization and the rise of authoritarian government solutions. On a brighter note, we delve into the growth of the energy industry and the burgeoning influence of ESG investing.
Lastly, we travel back in time to explore the origins of property and casualty insurance in the Catholic Church, tracing its evolution into a cornerstone of modern finance. Porter and I discuss the importance of conservative underwriting and smart compensation structures for success in the insurance industry. We also explore potential economic consequences of the Pay Check Protection Program and the future of Bitcoin. This episode promises to leave you with invaluable insights and a fresh perspective on finance and investing. Listen in to equip yourself for whatever the future might hold.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Soderstrom. With 20 years of experience, Aaron unravels the mysteries of the business cycle, shedding light on the interplay of multiple cycles; from labor to credit. As we navigate the intricate terrain of these cycles, we'll uncover how to distinguish between false signals and real market anomalies.
Ready to decode the secret language of recessions? Aaron and I tackle the timely topic of recession warning signs, leading indicators, and what they mean for your investments. We'll scrutinize the often-overlooked role of the Federal Reserve in controlling wage inflation and unemployment. On this journey, we'll also consider the impact of AI trading and the Fear of Missing Out (FOMO) on the market dynamics. Stay tuned as we challenge you to shift your perspective on market data.
But wait, there's more! We'll venture into the realm of asset allocation amidst recession and how to wield the four macro factors: economic growth, credit risk, inflation expectations, and real rates to your advantage. We'll delve into the practical applications of machine learning and statistics in determining asset allocation, and how inflation expectations can be harnessed for maximum profit. We'll also explore the world of yield curve, its inversion, and what it signals for a recession. Don't miss out on this insightful discourse that's sure to revolutionize your investment game!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Ready to saddle up and ride into the volatile world of cattle futures? Then you won't want to miss this episode featuring none other than Brett Crosby, the MBA Cowboy. Brett shares his journey from the basketball court to the ranch and provides a vivid insight into the major forces driving the supply and demand dynamics of the cattle futures market. As an added bonus, he'll reveal the details of his research project, Beef Basis, aimed at predicting calf prices and effective risk management.
The second part of our discussion ventures into the exciting, yet risky, realm of speculation in cattle futures. Brett shares insights on how he expertly manages risk, hedges his position, and navigates the complex landscape of the market. We also delve into current market challenges, like the impact of drought and monetary policy on those with ranch-based loans and mortgages. And finally, Brett demonstrates how he mitigates risk through a blend of fundamental and technical analysis, presenting a fascinating exploration into the ups and downs of modern-day cattle ranching. This is a must-listen for anyone interested in the intersection of agriculture and finance.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
How much of your investment strategy is driven by skepticism? Ever consider how the shifting sands of the energy market could reveal promising investment opportunities? Join us as seasoned investor and financial advisor, Judd Arnold, pulls back the curtain on his journey from athletics to investment, and shares how an innate sense of skepticism has been a guiding force in navigating the volatile financial landscape.
Let's break down the S&P 500's changing shares, the influence of large cap stocks, and how this impacts active managers and market performance. Discover how Judd navigates the world of energy and commodities investing amidst large cap dominance, and understand the shifting dynamics of the energy industry. We also take a look at the ins and outs of offshore drilling and credit risk investments, exploring the feasibility of companies like Transocean and Tidewater, and what the current state of the credit market means for the energy industry.
We wrap up by focusing on the long-term outlook for leveraged companies. Using Oxy as an example, we explore the prospects for companies that are able to de-lever and bounce back. Whether you're a seasoned investor, or just starting out, this enlightening discussion with Judd Arnold is a treasure trove of insight that you simply can't afford to miss. So grab your notepads, and let's get started!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Ever thought about how mainstream narratives can stifle innovation and creativity? What if I told you the power to challenge these narratives lies within you? Join me as I sit down with Demetri Kofinas, a fascinating entrepreneur and host of the Hidden Forces podcast. We cover his journey from launching a gaming company to creating a podcast, highlighting his contrarian approach to entrepreneurship.
How do we navigate the complexities of AI adoption, misinformation, and the influence of corporate-controlled platforms that shape our online experiences? Demetri and I grapple with these questions, scrutinizing the digital guardrails guiding our lives. We examine the critical need for constitutional safeguards in a society governed by terms of service, and the importance of trust in leadership. It's a deep dive into some of the most pressing issues of our digital age.
Finally, we touch on the intriguing disconnect between US foreign policy and public opinion, the evolution of political correctness, and the enigmatic outcomes of populism. Dimitri shares his unique insights on these and more, including the challenges he faced getting his podcast onto in-flight entertainment systems. This episode is not just a conversation, it's a journey through the complexities of our shared digital reality, offering a fresh perspective on the issues shaping our world. Tune in, and prepare to have your assumptions challenged.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What if you could step into someone else's shoes, take on their voice, and share their story? That's the intriguing world of ghostwriting, and no one knows it better than our guest, Joshua Lisec- the world's top ghostwriter. Discover how a career in debate laid the foundation for Joshua's mastery of suspending disbelief and adopting a client's perspective. Learn about his process improvements and standardizations that have guided his seven-figure business to success. Be intrigued as he unpacks his technique of multi-sensory language, a tool that makes readers feel like they're living the author's story, subsequently increasing the book's chances of being recommended and sold.
Ever wondered about the transition from ghostwriting to becoming a known authority? Joshua enlightens us on this journey, emphasizing the importance of attracting haters and leveraging this stage of success for financial gains. Gain a sneak peek into the mindset of a journalist and the intricacies of the coaching industry through Joshua’s unique perspective. Also, brace yourself to delve into the fascinating, yet unnerving, world of manipulation tactics from a book Joshua ghostwrote and learn how to make yourself immune. Lastly, Joshua unveils his thoughts on the future of ghostwriting in an AI-driven world and the potential shift that could replace the bottom 90% of ghostwriters. This episode is a thrilling journey into a hidden world that influences so much of what we read, yet remains largely unseen.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Imagine a world where you have insider knowledge into the fascinating realm of investing in critical resources such as gold, silver, copper, and battery metals. Exciting and profitable, isn't it? That's precisely what you get as we unravel the mysterious world of resource investing with James Connor. We chat about Canada's resource-focused economy, upcoming virtual conferences that provide in-depth knowledge about these themes, and even touch upon the intriguing investment potential of uranium.
Have you ever thought about the global demand for lithium and its role in electric vehicles? We're taking a closer look at the poorly understood lithium market, which has major players like General Motors, Ford, Tesla and Volkswagen in a scramble to secure supply. James shares his enlightening views on China's policy changes that are driving the battery metal sector and even sheds light on the Global X Lithium and Battery Technology ETF.
We then shift gears to a discussion around one of the world's most sought-after minerals - gold. You'll hear my thoughts on the current price movement of gold, why it's a stellar investment that acts as a hedge against inflation and a shield against uncertainty, and the reasons we haven't seen the same spikes in gold as we have in other investments, like cryptocurrencies and social media stocks. The conversation doesn't stop there; we also explore how to allocate gold in your portfolio effectively, the benefits of having it, and the dynamics of investing in precious metals. Tune in to discover how to enhance your portfolio and broaden your investment perspective.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Get ready to unmask the allure of small and microcap investing with our guest, David Bastian, the founder of Kingdom Capital. As we navigate this intriguing realm, you'll unravel how to think like a business owner, and discover why these diminutive stocks are such an enticing prospect for investors. We'll also discuss the impact of the tech sector on the Russell 2000 and the significance of forecasting market trends for unbeatable investment success.
As we venture further, you'll understand the potential rewards and risks within troubled markets. David and I will share insights into the edge investors can achieve through fundamentally driven investments, notably within the retail and banking sectors. We'll talk about differentiating between companies that are structurally impaired and those merely facing short-term speed bumps. Together, we'll decode the tell-tale signs of the XRT retailer ETF and how to spot the enterprises that could stand the test of the current pandemic.
Finally, we'll engage in a discussion around the importance of communication and transparency in investing, as well as the role of position sizing. We'll unpack 'kill criteria' - a concept for selling positions and reflect on the frailty small-cap companies face during market disruptions. From the Russell rebalance to the art of diligent stock picking, we'll leave no stone unturned. We'll also recommend some valuable resources for investors, including Twitter, Kingdom Capital Advisors website, Microcap Club, and Seeking Alpha. Embark on this journey with us, and find your way in the small-cap space!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
AvePoint: Collaborate With Confidence
Modernize and Secure Your Data, Today!
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Welcome to an insightful conversation with the dynamic Olivia Voznenko, a seasoned trader with a unique journey from private banking on Wall Street to becoming a media personality. Olivia shares her approach to trading, centered around flexibility and adaptability to market conditions, as opposed to a rigid bull or bear stance. We delve into the shifting landscapes of private and public markets and explore how Olivia's evolving skill set has equipped her to navigate these changes with finesse.
We also take a deep look into the world of market analysis, trading strategies, and the role gender plays in trading. Olivia provides intriguing insights into how a keen eye for news flow and volume changes can be instrumental in spotting potential opportunities and the impact of oil prices on the broader stock market. We address the glaring gender disparity in trading and investing, with Olivia shedding light on why the scales are tipped unfavorably towards women in the industry.
Closing the chat, we explore the intriguing intersection of social media and trading strategies, emphasizing the significance of resilience and consistency in unpredictable markets. Olivia underlines the importance of educating clients effectively and the challenges of translating complex trading information on platforms like TikTok.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
AvePoint: Collaborate With Confidence
Modernize and Secure Your Data, Today!
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Curious about the intriguing world of Bitcoin and its interaction with the law? We've got you covered! Together with Caitlin Long who initiated her Bitcoin journey back in 2012, we embark on a captivating exploration of alternative schools of economic thought. We uncover the vast digital landscape, the significance of an honest ledger, and the lurking fraudulent activities. More importantly, we pull back the curtains on how to navigate the regulations governing this space responsibly.
Jumping from the legalities of digital assets, we plunge into the strenuous relationship between Western legal systems and the ever-evolving internet. We lay bare the ongoing debates on censorship in cyberspace, especially on platforms like Twitter. The discussion extends to the role of elected officials in Congress in steering these crucial debates. The conversation takes a fascinating turn as our guest shares her Bitcoin journey, shedding light on the power of economic ideology in fixing flawed money transmitter statutes in Wyoming. If you've ever wondered how Bitcoin is perceived in countries experiencing hyperinflation, we've got a compelling story about Venezuelans mining Bitcoin for US dollars!
Finally, we take a sweeping look at the global reverberations of Bitcoin. We dissect the constant tug of war between viewing Bitcoin as a store of value and the volatility it carries. We dig into Bitcoin's potential as freedom money, and the implications of Wall Street venturing into the Bitcoin market. From different perspectives within the Bitcoin community to the implications of paper Bitcoin, we've got it all covered. We also offer insight into the possibilities of price suppression schemes, courtesy of supply and demand curves. So if you're thirsty to unravel the complex intricacies of the Bitcoin market, the pivotal role of regulations, and the immense potential of digital assets, you can't afford to miss this episode!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Dare to challenge your assumptions about investing? We're shaking things up in this fascinating discussion, bursting the bubble of overconfidence in the investment world. You'll learn there's more to achieving stellar returns than sheer effort, with a sprinkle of luck and a healthy dose of factual data playing pivotal roles in transforming your portfolio. Let's dispel the myth of the direct correlation between effort and outcome, shining a light on the invisible hand of randomness that steers the market trajectory.
Venturing into the world of blockchain, we equip you with the knowledge you need before you leap into this high-stakes arena. We'll dissect the complexities of micro payments, decentralized finance, and their potential to usher in a new era of prosperity in emerging economies. But it's not all plain sailing - the current stock market meltup and the looming pre-election year cast long shadows on these uncharted territories. You'll understand the dynamics that could stir the markets and learn to navigate these potential pitfalls.
As we dissect the enigma of bull and bear markets, you'll gain insights into the idiosyncratic risks inherent to the S&P 500 and the role of long-duration treasuries as your safety net. We'll reel back to the past, analyzing drawdown lows and their profound impact on your investment strategy. Through the rollercoaster ride of 2020, we'll show you how to stay the course, keeping your focus on the process rather than the outcome for a more rewarding investment experience. And as we explore the ebb and flow of market cycles, you'll be reminded of the ancient wisdom of Clisiasis - there's a time for everything. So buckle up, for an enlightening journey where we learn to trust in the cycles of life and the power of collaboration in investing.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Are you ready to revolutionize your trading game? Join us for an in-depth conversation with Ben Calusinski, a seasoned trader known for his unique approach to the markets. We discuss the importance of finding a strategy that works for you, and how to stay ahead of the curve in the ever-changing world of trading. Plus, learn about Cheddar Flow, a data provider for options and dark pool exchanges, and Ben's affiliation with them, including his free YouTube videos.
Discover the power of cycles and technical analysis as we dive into Ben's experience with an 18-day cycle that accurately identifies trend changes and high probability setups. You'll be amazed at how this cycle has worked throughout the bear market and how it can help you find entry and exit points. And as a bonus, we'll explore the importance of managing risk and remaining unbiased when trading, regardless of macro issues.
Lastly, we'll discuss the double-edged sword of being publically open with trades on platforms like Twitter and the invaluable lessons to be learned from trading. Ben shares his insights on humility, the importance of understanding the market, and his projects with backtesting. Don't miss this episode if you're looking to elevate your trading skills and gain valuable insights into the world of trading.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What if you could tap into the mind of a fixed income and macro investing expert with 30 years of experience? Don't miss our fascinating conversation with Mustafa Choudhury, as we discuss the lag effect of policy in the economy and market, the structural changes caused by the Federal Reserve's prolonged zero interest rate policy, and how the market's response has been different this time around. We also tackle the implications of the Fed's rate hikes in 2020 and their impact on the fixed income space.
Join us as we explore the current state of duration in the US markets and its effects on the banking system, households, and consumer spending. We'll examine the Federal Reserve's ownership of mortgages and treasuries, and how higher interest rates affect the American banking system and households. Mustafa also shares his thoughts on credit-contracted consumer spending, potential risks for small banks, and the bifurcation of the stock market between tech stocks and other sectors.
Lastly, we'll dive into the macroeconomic conditions impacting the rental market and the narrative surrounding recession. Mustafa provides his expert opinion on the lag effect of policy on consumer spending, the duration of US markets, and how this affects the banking system, households, and consumer spending. We also discuss the Federal Reserve's role in the multifamily market and the effects of new job creation in the low-income sector. Tune in now to gain valuable insights from a seasoned expert!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
How can traders thrive in the ever-changing stock market landscape? Join us as we sit down with Uncle Pac, a seasoned stock trader and market maker from rural South Georgia, to gain insights from his wealth of experience. From his humble beginnings to becoming a market maker and independent trader, Uncle Pac shares the reality of the stock market and offers valuable advice on how traders can capitalize on wrong opinions.
We also delve into the impact of the Federal Reserve on market instability and the potential for a Venezuela-like scenario in the United States. Uncle Pac shares his concerns about the US on the brink of failure, the devaluation of the dollar, and the ripple effects of rampant money printing on inflation. Discover the powers of the Federal Reserve, the rise of market rallies, and the influence of algos in today's volatile market.
Lastly, we explore Uncle Pac's unique approach to short-term stock trading strategies, highlighting the importance of using multiple time frames to find potential breakouts. Learn about the triggers he sets for alerts, how he identifies patterns in candles and averages, and the psychological aspects of trading and managing losses. Don't miss this engaging and enlightening conversation with Uncle Pac, packed with practical wisdom every trader should know.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Are you ready to navigate the complex investment landscape in China? Join us as we sit down with our special guest, Shehzad Qazi of China Beige Book, as he shares invaluable insights on how the growth narrative and market often disconnect and why China's official data can be misleading. Discover the value of using private data to get a clearer picture of China's economy and learn how to identify critical signals for investing or being cautious.
Together, we delve into China's economic trends, including consumer spending, manufacturing, and growth, while exploring the implications of a lack of a leading growth driver sector. We also dive into the accelerating AI war and its potential impact on the economy. Moreover, we discuss the effects of dollar movements on China's economy, the potential implications of companies leaving China, and the Chinese government's reaction to this massive change.
Lastly, we examine the geopolitical dynamics between China and India, the risks of investing in China amidst geopolitical uncertainty, and the impact of China's economy on global growth. Don't miss this insightful conversation with Shehzad Qazi and gain a better understanding of navigating China's economy and investment landscape.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Are you curious to discover the most profitable trading strategies in today's crowded market? Join me as I chat with Jason Shapiro, a seasoned commodity trading advisor with over 33 years of experience, as he shares his insights on effective strategies such as long-stop trading and getting short on the Euro and gold. We also reveal the not-so-profitable trades you'll want to avoid, like cocoa, and discuss the persistence it took for soybean oil to pay off.
In our conversation, we dive into Jason's market positioning and trading tactics, which involve analyzing commitment of traders' data and relying on market signals to make informed decisions. We cover topics like short squeeze potential in fixed income markets and the risks associated with trading equities. Jason emphasizes the importance of diversifying return streams and staying aware of macro trends, so you don't put all your assets into one strategy.
Lastly, we discuss the nuances of trading and risk management, particularly when it comes to shorting stocks. We explore the fine line between being contrarian and being a smart trader, as well as the significance of risk management and sizing positions. Don't miss out on this opportunity to learn valuable trading insights and strategies from an industry expert like Jason Shapiro, as he shares everything you need to thrive in today's competitive market.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Everyone Loved It But Me
In Everyone Loved It But Me, we discuss one popular book each week. Lisa chats with...
Listen on: Apple Podcasts Spotify
The Sugar Daddy Podcast
The BEST his and hers finance pod for millennials. Tune in and be your own Sugar Daddy!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What if I told you that Australia's economy is more closely tied to China than ever before? Join me in an insightful conversation with Tarric Brooker, a seasoned expert in geopolitics, finance, and economics with experience at News Corp and Hill Tower Resource Advisors. We unpack the mixed bag of the Chinese economy, its impact on Australia's exports and budget surplus, and delve into the world of property bubbles and engineered glide paths.
In our discussion, we explore the fascinating relationship between Australia and China, touching upon the effects of rising inflation in China on Australia's economy, and the Australian federal government's reliance on commodities to fund its spending. Additionally, we examine the potential devaluation of the Chinese Yuan and its possible impact on the Australian dollar. We also analyze Australia's unique response to rising interest rates and its precarious position with 85-95% of mortgages being variable rate.
Lastly, Tarric and I discuss the disinflationary and deflationary forces of widening wealth gap, demographics, and technology, and ponder the changing narrative of demographics post-COVID. We consider how AI may replace the need for more people, and explore the potential unique case of Australia's boomer-powered economy, where older Australians are an aggregate exceedingly wealthy. Tune in as we debate the possible short term inflationary effects of the reminder of death in the midst of the COVID lockdown, compared to the longer-term deflationary effects.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Everyone Loved It But Me
In Everyone Loved It But Me, we discuss one popular book each week. Lisa chats with...
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What does it take for a broad asset allocation shift to occur, and how do gold and Bitcoin fit into the ever-changing financial landscape? Join me, Michael Gayed, as I sit down with ByteTree founder and multi-asset expert Charlie Morris for a fascinating conversation on these alternative assets and our evolving world of investment.
We'll explore the performance of gold and Bitcoin, their low negative correlation, and the potential benefits of allocating both assets in a portfolio. Charlie shares his insights on why institutional investors have been slow to embrace Bitcoin, but how private investors can create opportunities in alternative investments. We'll also discuss market trends, safe haven definitions, and the challenges faced by these assets in the current market environment.
Finally, we examine the implications of regulation on Bitcoin's growth and its place in the tech sector. Charlie reveals how Bitcoin faces competition in technology and has outperformed both the Nasdaq and gold in the last 30 years. We'll also dive into the importance of network effects, the risks of investing in Bitcoin miners, and the future of Bitcoin in the face of regulatory challenges. Don't miss this insightful discussion to expand your understanding of gold and Bitcoin's role in the world of investment.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
PR & Lattes
Fill up your cup on everything PR and communications.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What if you could better understand the complexities of the food supply chain and how it affects your wallet? Join our fascinating conversation with Dr. Sylvain Charlebois as we uncover the factors that determine food prices, from labor issues and interest rates to geopolitical tensions. Dr. Charlebois provides valuable insights on food inflation rates in the United States and Canada, highlighting the distinct differences in food supply chains and pricing between the two countries.
Together, we explore the megatrends poised to bring down food prices in the future, including dropping industrial costs and the potential decline of food inflation. Dr. Charlebois shares his expertise on the role of AI in anticipating demand, non-AI innovations like automation and robotics, and the evolving values of younger generations in shaping the food industry. We also discuss how consumers are adapting to food inflation and the potential impact of technology and cloning meat on increasing resilience.
As we compare the food supply chain in the US and Canada, Dr. Charlebois offers insights into the higher margins and prices found in the Canadian market due to the concentration of grocers. We discuss the financial strategies of Canadian grocers and the potential consequences of extreme price swings for various food categories. Don't miss this enlightening discussion on the intricacies of the food industry and how understanding its complexities can empower us as consumers.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Twisted Teachers
What would you do if you weren't afraid? Jen and Kim are long-time friends who started...
Listen on: Apple Podcasts Spotify
PR & Lattes
Fill up your cup on everything PR and communications.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Ever wondered how Bitcoin has managed to survive and thrive despite the challenges it faced in the second cycle? Well, we have finance and money geek Simon Dixon joining us today to discuss his journey down the Bitcoin rabbit hole, the fascinating concept of the four-year Bitcoin cycle, and why it has struggled to maintain its momentum in recent months. We'll also uncover the mining and validation process, as well as the monetary policy structure that underpins Bitcoin's unprecedented returns.
As we delve deeper into the Bitcoin world, we also explore the future of Central Bank Digital Currencies (CBDCs) and gain insights from Simon on the potential adoption of CBDCs by the Federal Reserve and the Bank for International Settlements' guidance on using stablecoins and CBDCs at the central banking level. Furthermore, we'll discuss the role China has played in the development of CBDCs and how they could be used to remove fractional reserve banking.
Lastly, don't miss out on Simon's investment strategies for Bitcoin and beyond, as well as his advice on managing risk in high-risk investments. Learn from his experience as a shareholder in high-performing companies and how balancing risk and reward is the key to success. So, tune in to this riveting conversation with Simon Dixon and equip yourself with the knowledge to create a balanced portfolio that will best protect you in the event of a doomsday scenario.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
What happens when you combine quantitative investing with macroeconomic factors? Join us for an enlightening conversation with Steve Hou, a quantitative researcher at Bloomberg and former AQR employee, as we navigate the world of systematic equity strategies and their relationship with macro environments. Discover the challenges of analyzing regimes without the guidance of academic literature or backtesting, and whether low-rate environments should have predicted the performance of value strategies.
Dive into the fascinating world of banking crises with Steve, as we dissect the underlying causes and differentiate between a crisis for banks and a banking crisis. Uncover how the government's fiscal stimulus impacted regional banks and shifted the narrative from potential catastrophe to an invalidated crisis. Additionally, learn how Steve's background in macro finance and quantitative investing has made him more skeptical of stories and narratives.
Finally, don't miss our exploration of AI-driven market resilience and the potential of international investment opportunities. Discuss the impact of leverage on financial markets and sectors at risk, the US government's debt pile, and the long-term implications of high interest rates and inflation. Investigate investment possibilities outside the US, the potential of AI bubbles, the influence of hedge fund managers, and how to make the most of AI's powerful advancements.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Imagine a world where investing in the green economy not only helps combat climate change but also yields attractive returns. Join our conversation with Lawson Steele, an institutional equities analyst specializing in the European carbon market, as we unravel the intricacies of the EU emission trading system (ETS) and discover the investment opportunities it presents. Lawson shares his knowledge on the vital role of the market stability reserve (MSR) in aggressively cutting supply, and why he became deeply interested in the carbon market back in 2018.
Dirtier industries like aluminum and steel are facing significant challenges in managing the costs of emissions. But what does this mean for consumers? Lawson helps us examine the complexities of the carbon movement and the 10-year deficit of supply, as well as the carbon border adjustment mechanism being implemented by the EU to prevent companies from producing elsewhere. We also discuss potential factors that could stagnate the carbon credits market once more.
The world of carbon trading extends beyond the European carbon market, encompassing voluntary markets as well. Lawson enlightens us on the importance of reducing emissions, the differences between the EU ETS and the Voluntary Carbon Market, and the challenges faced by the latter. Learn about alternative options for gaining exposure to the carbon space and how Lawson transitioned from forecasting the cost of carbon to investing in the green economy. Listen in and discover your path to investing for a greener tomorrow.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
18 Wheel Talk Podcast Show
A podcast for Truckers, about Truckers, by Two Retired Truckers. See Ya on the flip side.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Ever wondered how seasoned traders identify distressed assets and opportunities in the energy sector? Join us as we sit down with Fergus Cullen, who shares his fascinating journey from corporate asset management to a successful trading career based in Barley. Discover Fergus' unique approach to finding the biggest margin of safety in the most unloved areas of the energy market, and learn why it's becoming increasingly challenging to uncover truly distressed assets.
As we dig into the risks and rewards of energy investments, Fergus offers invaluable insights on oil services, uranium investments, and the advantages of offshore drillers. We also discuss the potential of investing in coal and tin, and reveal what prompted Fergus to take a significant position in Peabody Energy. Tune in and find out how a diversified portfolio can help you reduce risks when trading commodities.
In this enlightening conversation, we also address the environmental impacts of burning coal, the cost of producing green steel, and the potential of tin investments. Fergus shares his thoughts on the inflection point of inflation and the pursuit of scarce assets to hold value. Finally, we examine the complex interplay between commodity and energy abundance, inflation, and the demand pull coming out of the pandemic, as well as the potential consequences of transitioning to an increasingly inflationary energy system. Don't miss this rare opportunity to learn from Fergus Cullen's wealth of expertise!
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered about the power of family legacy in the financial markets? Join us for a fascinating conversation with Terrence Brogan, who shares his family's history in the industry and how it shaped his own career. Discover how Terrence followed in his father's footsteps, joining the family business and specializing in money flow analysis.
In this captivating discussion, we explore the differences between Terrence's father's traditional technical analysis and Terrence's own rules-based quantum impact approach. Uncover how both father and son use relative performance to make investment decisions, and the importance of momentum in investing. We also dive deeper into the world of money flow analysis, going beyond just price changes.
Finally, Terrence shares insights on the significance of backtesting and money flow analysis in identifying fundamental companies and good stocks. Learn about the psychology and discipline behind money flow analysis, the lag times between money flow changes and market shifts, and the use of computer systems in technical analysis. Don't miss this opportunity to examine the need for discipline and how Tarant's father's traditional technical analysis and his own rules-based quantum impact approach play a role in their clients' models.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you could navigate the complexities of investment strategies and market cycles with expert advice from a trillion-dollar asset manager? Join us as we sit down with Chris Brightman, CEO and CIO of Research Affiliates, to uncover the secrets of smart investing and the potential of smart beta strategies in the current market landscape.
In this fascinating conversation, Chris shares valuable insights on the ever-changing investment world, the risks associated with the technology trend, and the history of market bubbles and crashes. We also delve deep into the potential of small cap dynamics for alpha generation and examine the notion of quality as a factor. Additionally, we explore the relationship between government budget deficits and corporate profits, touching on the Kalecki profit equation and the possible implications of a recession on government stimulus and corporate profits.
We wrap up our discussion by covering various investment fund options, such as Schwab and PIMCO, and emphasize the importance of finding the right advisor or financial planner to guide you through these critical decisions. Don't miss this incredible opportunity to learn from Chris Brightman's wealth of experience and knowledge in the investment world!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you could gain valuable insights on the future of technology investing, specifically focusing on AI's impact on various industries? Don't miss our enlightening conversation with Ross Gerber, President and CEO of Gerber Kawasaki, as we navigate the world of AI in technology investing, beginning with Ross's journey as a professional money manager and the successes he's had investing in companies like Tesla, Nvidia, and Netflix.
Throughout our discussion, we tackle the evolution of AI and its impact on the tech industry, touching on how AI has been around for some time and its increasing role in autonomy, including Tesla's use of AI to save lives and make the world more efficient. We also explore the small business environment in the current economy, the implications of AI technology on inflation rates and bond markets, and how the Federal Reserve is dealing with the ever-changing paradigm.
As we delve deeper into AI's impact, we examine the potential of companies like NVIDIA, Apple, Microsoft, and TMO in healthcare technology, and how the aging population is changing the healthcare industry. We discuss the use of AI to increase the efficiency of the medical system and to help with genetic sequencing and cancer screening. Furthermore, we look into how data sets can be used to help with treatments and how companies like Google and Apple are getting involved in healthcare. Join us for this captivating episode and stay ahead of the curve in the world of AI and technology investing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What happens when a seasoned attorney turns his analytical skills toward the world of markets and macroeconomics? Prepare to have your mind blown as Warren Pies, founder of 3Fourteen Research, shares invaluable insights on market data analysis, including the limitations of quantitative work and the importance of an open-minded approach. Don't miss Warren's journey from the courtroom to his time at Ned Davis Research, and how his legal background has shaped his unique perspective on the markets.
The traditional 60/40 investor may be in for a shock as stocks and bonds experience a shifting correlation. Warren and I explore the potential inflationary pressures that could arise from deglobalization, the shale revolution, and the pandemic's impact on the economy. But it's not all doom and gloom – we also uncover what residential construction payrolls can tell us about predicting the arrival of a recession and the resilience of the housing market.
Lastly, we tackle the hot topic of mega cap divergence and its potential implications for market dynamics. Can the bottom 490 stocks pick up the baton and drive the rally? We look at the historical cases of mega cap divergence, and discuss China's role in the global oil market as a crucial player in the petroleum complex. Join us for an engaging conversation that synthesizes a wealth of knowledge from Warren Pies and offers a fresh perspective on the intricate world of markets and macroeconomics.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Navigating the complexities of the global economy can be a daunting task, but it doesn't have to be. Join us as we sit down with Greg Daco, our esteemed guest, to explore the challenges of the multi-speed market and its impact on forecasting. With insight on the poly crisis type environment and guidance on how to handle different sectors experiencing recession one after the other, this episode will equip you with the knowledge to make informed decisions in a rapidly changing economic landscape.
As we continue our conversation, we dive into the fascinating world of disinflationary dynamics and what it means for monetary policy. We examine how the Fed's data-dependent approach has been impacted by moderating inflation and the potential of policy recalibration. Discover the intricacies of the lag between interest rates and CPI, and whether the Fed may have over-tightened with the current rate rises.
Finally, we tackle the contentious debt ceiling debate and its implications for financial stability. From a clean increase to executive action and the potential for default, we analyze the economic consequences of each scenario and the possible effects of deflation on inflation. This is an essential listen for anyone looking to better understand the complex dynamics of the global economy and make informed decisions for their investments and businesses.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What are the real takeaways from the recent G7 Summit and how do they demonstrate a shift in international relations? Join us for an enlightening conversation with our guest Kyle Bass, as we discuss the significance of the G7 Summit, its press coverage in Hiroshima, and the formation of rival blocks with China, Russia, Iran, and North Korea as the ‘bad guys’.
As we dive deeper into geopolitics, we'll also explore China's war preparations and their impact on global supply chains, from the increasing number of exit bans to the updated espionage laws. Moreover, we'll examine the complexities and risks of investing in China, considering the lack of rule of law and audits, and whether fiduciaries are neglecting their responsibilities by remaining invested in the country.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Navigating the ever-changing global market landscape can be a daunting task. That's why I invited seasoned trader Chris Weston to join me in discussing crucial factors such as US politics, Federal Reserve policy, and the S&P index to better understand risks and volatility events in the market. With his vast experience in investment banking and current role at Pepperstone, Chris offers invaluable insights that every investor should be aware of.
In this engaging episode, we explore the strong performance of the Japanese market and delve into the risk and reward of buying NICO at current levels. We also examine the influence of technical analysis and fund flows on market movement, touching on the role of the yen in hedging and the implications of the US debt ceiling. Additionally, we compare the differing narratives of Chinese investments earlier this year to the current Japanese market.
Lastly, we analyze the strategies investors and traders are implementing in today's low volatility market environment. Our conversation covers the potential impact of options expiry this Friday, the use of low realized volatility to sell calls and buy puts, and the difficulty of taking an outright bearish position. Don't miss this insightful episode as we uncover the potential implications of rising real rates, a falling US dollar, and the looming debt ceiling debate on the global economy.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you could gain exclusive insights into the cannabis industry from a former police officer and industry expert? Join us as we sit down with Kyle Kazan to discuss his unique perspective on the war on drugs and his journey into the world of cannabis. Kyle shares how his experience with private equity and real estate led him to Glasshouse Group, a company that recently achieved free cash flow positive one quarter ahead of schedule.
We delve into the history of cannabis in California, exploring the effects of Proposition 215 and Prop 64 on the industry. Learn about the challenges faced by businesses operating off the grid and the implications of federal prohibition, including limited access to banking and capital. Kyle also shares how the book, Americana: 400 Years of American Capitalism, has served as a guide for those navigating the cannabis space.
Our conversation doesn't shy away from the importance of safe banking for the cannabis industry and the dangers that businesses face without it. Discover how the lack of safe banking contributes to a shadow banking system and the potential benefits of bringing millions of dollars into the legitimate banking system. We also discuss the impact of crime rates and loss of life due to armed robberies in cash-heavy businesses. Don't miss this fascinating and informative episode with Kyle Kazan.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared to navigate the uncertain economic landscape? Join me and my guest, Keith Weiner, Founder and CEO of Monetary Metals, as we delve into asset allocation, interest rates, and the impact of politics on our economy. Discover how the Federal Reserve's decision to socialize credit has led to a volatile situation for investors and what parallels we can draw between today and 2008.
In this thought-provoking discussion, we also explore regional banks' insolvency risk, the fallout from deposit outflows, and the suspension of mark-to-market accounting. Learn how these factors could potentially lead to a "low motion run on the banks" and what this might mean for the broader financial system. Could this strange dynamic actually be viewed as bullish? Tune in to find out!
Lastly, we discuss the dollar's dominance, the future of monetary metals like gold, and even touch on the fascinating world of cryptocurrencies. Keith shares valuable insights on earning interest on gold and alternative investment strategies for today's tumultuous times. Don't miss this informative and eye-opening conversation as we navigate the ever-changing global financial landscape.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Looking for ways to protect your portfolio in today's uncertain market environment? I sat down with options trading expert, Bob Lang, to discuss the importance of timing and how to navigate market volatility. With over 20 years of experience and author of the book "Know Your Options," Bob shares valuable insights on making options trading easier to understand and avoid costly mistakes.
We also dive into the ongoing housing crisis and its potential implications on the economy. As we explore the markets' reaction to the pandemic and the role the Fed played in the rally, we consider the possibility of panic selling and how it could potentially solve the inventory narrative. Additionally, we discuss the deceptive nature of headline averages and how to interpret market narrowness.
Finally, we tackle the current hype around AI and the need for a dynamic, regularly evaluated portfolio. Don't miss this opportunity to learn from an expert and equip yourself with the knowledge to protect your portfolio using options trading in the current market environment. Tune in now for a fascinating conversation with Bob Lang and gain invaluable insights on navigating the market with confidence.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
Costa Rica Real Estate & Investments
Independent expert advice on investing and Real Estate in Costa Rica. Over 200K downloads.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how a disciplined mindset from the Marine Corps could help you navigate the world of trading and investing? Join us for a compelling conversation with our guest, Dillon Valdez, an ex-Marine turned medical sales professional and independent investor, as he shares his journey into the financial markets and the invaluable lessons he's learned along the way.
Discover Dillon's unique approach to investing, which encompasses a deep understanding of macroeconomics and microeconomics, and how this knowledge helps him avoid the pitfalls of market narratives. We also discuss his take on Peter Lynch's investing strategy, and why he chooses to steer clear of medical companies due to their volatility and complex regulatory environment.
Gain insights into the importance of transparency in the financial world and how to take control of your own financial destiny. We also discuss the resources available for those looking to self-educate on the economic system, the potential impact of recession and inflation on investment strategies, and the fascinating link between secular bull markets and human behavior. Don't miss this enlightening conversation with Dillon Valdez, as we uncover the secrets to successful investing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What insights can we gain when we approach financial markets through the lens of bond markets, rather than the stock market? Join us for a fascinating conversation with Felix Salmon, chief financial correspondent at Axios, host of the Slate Money podcast, and author of The Phoenix Economy, as we explore this unique perspective and delve into its implications.
In this enlightening discussion, we examine the post-Covid landscape, touching on generational investing, the impact of the internet on development, and the future of commercial real estate and office spaces. We also ponder the systemic risk of the US due to its financialization and its potential far-reaching consequences. Felix shares his thoughts on how the pandemic has shifted millennials' investment strategies, the rise of meme stocks and crypto, and the challenges faced by cities as we navigate through these uncertain times.
Don't miss our deep dive into the murky waters of fraud in post-Covid cities, exploring the sophisticated scams that have emerged as a result of the global crisis. We also consider the decline in trust in institutions and how this affects people's understanding of investment opportunities. Listen in for an engaging and informative conversation with Felix Salmon that will leave you questioning the way you view financial markets and investments.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
What if you could master the art of automated trading strategies and risk management? That's exactly what we're going to explore in this eye-opening episode featuring our guest, Brad Matheny. With over three decades of trading experience and thousands of strategies under his belt, Brad shares his insights into crafting the perfect rules-based approach for automated trading that aligns with client requests.
Diving into the importance of backtesting, prototyping, and trade management, we discuss how to determine the validity of a strategy and the key differences between repeatable anomalies and randomness. Brad also shares his thoughts on the current market climate, the potential downside event, and the implications of the debt ceiling. Don't miss the chance to learn how to vary between intraday and swing trading intervals to maximize your profits.
Finally, we examine the potential impact of the Federal Reserve rate hike on the housing market and how you can take advantage of shifting market conditions. Discover how capital moves around the world in search of the best returns and safest environments, and how you can capitalize on these changes using weekly charts and quantitative modeling. Your journey to mastering automated trading strategies and risk management starts here. Don't miss this invaluable conversation with Brad Matheny.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered what it takes to become a successful day trader, conquer the volatile market, and achieve financial independence? Tune in to our eye-opening conversation with Vincent Bruzzese, the real day trader himself, as he shares his unique journey from academia to Hollywood, and eventually, to the stock market. Discover how Vincent's experiences in the movie business and background in gambling ignited his passion for trading, and what he's learned along the way.
We also delve into the crucial role of mindset in trading. Learn how the thought process of traders differs from that of wealthy individuals, and why this can make or break your success in the market. Find out the importance of keeping a trading journal, paying attention to key statistics, and adapting your decisions based on the current market environment.
Lastly, we explore the tactics and strategies necessary to navigate today's unpredictable market environment. From employing different types of strategies to hedging long-term investments, we discuss it all – including the significance of having the right mindset in trading.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you ready to navigate the challenging sideways market and make profitable trades? Join us as we chat with David Floyd from Aspen Trading Group about his expertise in day trading and swing trading, and how he's adapted his strategies to succeed in the current stagnant market environment. David shares valuable insights into the art of scalping, particularly in high- and low-volatility conditions, and the importance of choosing the right asset classes for this strategy.
In this episode, we explore the significance of having a macro narrative in your trading approach, regardless of your preferred timeframe. We discuss the current market environment, where small caps seem to be outperforming large caps, and delve into the risks and rewards of various investment vehicles and strategies. David offers his advice on how to approach trading in different market conditions and provides resources for those looking to learn more.
Lastly, we emphasize the importance of taking a portfolio approach to investing and the benefits of having a narrow focus when trading. We address the need to start with basic strategies and be cautious of claims regarding predictive power. Don't miss this engaging conversation filled with valuable tips and advice for navigating turbulent markets and managing your investments. Be sure to check out AspenTrading.com and follow David Floyd on Twitter for more insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this pr
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you aware of how investor sentiment can impact the stock market? Join us for an enlightening conversation with Charles Rotblut, Vice President of the American Association of Individual Investors (AII) and editor of their monthly magazine, as we dive into the fascinating world of the AII sentiment survey and its implications for investment strategies.
In this captivating discussion, we examine the intriguing correlation between extreme bear and bull sentiment and market movements. Charles shares his valuable insights on how understanding these extremes can help inform your investment decisions, especially when considering the broader market context and the influence of daily headlines and news on short-term sentiment. Listen in and discover the potential benefits of using sentiment data as a contrarian indicator to optimize your financial endeavors.
But that's not all - we also explore the importance of process-driven investment approaches and how they can help you make smarter choices in the ever-changing world of finance. Charles emphasizes the significance of checklists or rules-based processes to minimize the risks of emotional decision-making and highlights the role of the prism wealth-building process in enhancing investment outcomes. Don't miss out on this opportunity to learn from a true expert in finance and investment strategy!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommen
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Want to achieve outsized returns in the market? Matt Caruso, a professional investor and winner of the US Investing Championship, reveals how he does it in this insightful conversation. With years of experience in growth stocks and investing, Matt shares his strategies for outperforming the market and avoiding bear markets. Discover how his approach led to high returns in 2020 and how you can apply his techniques to your own investments.
Navigating choppy markets can be tough, but Matt Caruso has a few tricks up his sleeve. He shares his approach to avoiding over-exposure during uncertain periods and the importance of an asymmetric setup when trading. We also delve into the challenges of short selling and why guardrails are essential for slowing down trades. Plus, we explore the impact of inflation on the Fed's outlook and the global market.
Self-education is key for successful trading, and understanding one's trading psychology can make all the difference. Matt emphasizes the need to recognize our own weaknesses and strengths in order to develop an effective trading strategy. We also discuss how the stock market can expose any flaws in our approach and the importance of maintaining neutrality and an open mind. Don't miss this opportunity to learn from a true investing champion and elevate your trading game!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Ever wondered how a military background can lead to a fascinating journey as a pioneer in the world of technical analysis and quantitative investing? Join us as we uncover Julius Kempenar's incredible story, exploring his discoveries and groundbreaking work in understanding the rotational nature of markets. Dive deep into the evolution of technical analysis, chart patterns, and sector rotation with one of the industry's leading minds.
Get ready to learn about Julius' use of Relative Strength and Momentum indicators, sector distinctions, and how the trends have been impacting the market. We'll also explore Julius' weekly show Sector Spotlight and his blog, where he shares valuable insights on technical analysis, so you'll be equipped with the knowledge to make informed decisions in the ever-evolving world of finance.
Don't miss out on this opportunity to truly understand the world of technical analysis and quantitative investing from a unique perspective. Hear Julius' story, his techniques, and gain invaluable knowledge that could help you navigate your own journey in the world of finance. Listen now and unlock the secrets of technical analysis and sector rotation!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Are you prepared for a potential market correction? Join us as we discuss the current market outlook with our guest, Jeffrey Hirsch, and explore strategies to take advantage of the market's seasonal patterns. We dive deep into analogies between 2011 and 2023, discussing the potential impact of Congress and the White House on the market, as well as the role of fundamentals, technicals, monetary policy, geopolitics, and news flow in shaping our current market conditions.
We also analyze investor intelligence sentiment, CDS spreads, and the bond market, revealing how the difference between bulls and bears is affecting the market today. Discover how the bond market supports the range situation and the potential implications of fear-mongering speculators. We also examine the Fed's relationship with the bond market and compare monetary policies of the past to those in play today, exploring the potential impact of the Fed's current maneuvers in a highly leveraged society.
Lastly, we discuss long-term market predictions and the factors that could influence a market rally this year, including the Santa Claus Rally, the January indicator trifecta, and the January Barometer. Learn about the seasonal patterns of commodities and the implications of the Superboom forecast on the bond market. To wrap up the episode, we share valuable trading strategies and tips, emphasizing the importance of patience, emotional control, and preparedness for whatever the market might bring. Don't miss out on this insightful and engaging conversation!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any inve
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this captivating interview, join us as we dive into the world of stock trading and personal growth with the remarkable Stock Mom, also known as @momtalksstock on Twitter. In "From meme stocks to overcoming PTSD & domestic abuse," Stock Mom opens up about her inspiring journey in the trading world and how it helped her reclaim her life. This YouTube video features an exclusive Stock Mom Interview with Michael Gayed, offering insights into her unique perspective on the financial market and showcasing her incredible resilience.
As we explore the rollercoaster ride of meme stocks, Stock Mom discusses the challenges and triumphs she experienced along the way. With a focus on understanding market trends and navigating the ups and downs, our Stock Mom Interview with Michael Gayed offers invaluable advice for those looking to make their mark in the trading industry.
But this interview goes beyond the realm of stocks and ventures into the personal struggles Stock Mom faced, including overcoming PTSD and domestic abuse. Discover how she used her passion for trading as a catalyst for change and empowerment, breaking free from a traumatic past and building a brighter future not only for herself but for her children as well.
Whether you are a seasoned trader, a beginner just starting to dip your toes into the world of stocks, or someone seeking inspiration to overcome personal challenges, this exclusive Stock Mom Interview with Michael Gayed is a must-watch. By providing both an in-depth look into the world of trading and a heartfelt account of her personal journey, Stock Mom proves that perseverance and dedication can lead to success in all aspects of life.
Don't miss this chance to learn from the experiences of a woman who has truly defied the odds and risen above adversity. Subscribe to our YouTube channel for more inspiring interviews and valuable insights into the world of stock trading and personal growth. And don't forget to follow @momtalksstock on Twitter for real-time updates on her trading journey.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagrepo
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive John Authers interview with Michael Gayed of Lead-Lag Live, we dive deep into the heart of the ongoing Peak Passive Debate. As experts in the financial world, John Authers and Michael Gayed provide valuable insights and analysis on various aspects of this hotly contested topic. This podcast is a must-listen for anyone interested in understanding the critical factors and potential consequences of the Peak Passive Debate.
Throughout the discussion, John Authers and Michael Gayed address a variety of issues and concerns, touching on topics such as the rise of passive investing, its impact on the market, and potential risks and challenges. With their extensive knowledge and expertise in the financial industry, they are well-equipped to unravel the complexities surrounding the Peak Passive Debate.
Moreover, this John Authers interview with Michael Gayed of Lead-Lag Live will explore the future of passive investing, as well as its implications for individual investors and the broader market. By sharing their thoughts and predictions, Authers and Gayed seek to provide a better understanding of the direction that this trend is heading and prepare viewers for what may lie ahead.
In addition to the in-depth analysis of the Peak Passive Debate, the interview will also feature valuable insights from these financial gurus on related topics, such as the role of active management, the benefits of diversification, and strategies to navigate the current market conditions.
Don't miss this opportunity to learn from two renowned financial experts as they dissect the Peak Passive Debate and its implications for the world of investing. Make sure to like, share, and subscribe for more insightful content from Lead-Lag Live.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive Dan McNamara Interview with Michael Gayed of Lead-Lag Live, we dive deep into the world of commercial real estate as we unravel the triple threat facing the industry today. Join us as Dan McNamara, a seasoned industry expert, shares his valuable insights and unique perspective on current market trends and future opportunities. With his extensive experience in the field, you won't want to miss this information-packed and engaging discussion!
This captivating podcast explores the commercial real estate triple threat, consisting of the seismic shifts in retail, office, and multifamily sectors. We discuss the unprecedented challenges that investors, developers, and managers are facing, as well as the innovative strategies they are employing to overcome these obstacles, stay ahead of the curve, and ultimately thrive in an ever-evolving landscape.
Over the course of this Dan McNamara Interview with Michael Gayed of Lead-Lag Live, you will gain valuable knowledge on the following topics:
- The driving forces behind the retail sector's transformation and the new retail landscape.
- The future of office spaces and the rise of remote work, coworking spaces, and hybrid models.
- The multifamily sector's boom and the factors contributing to its growth, including demographic shifts and urbanization trends.
- The importance of adaptability, resilience, and creativity in the face of uncertainty and change within the commercial real estate industry.
- The role of technology, data, and analytics in shaping the future of commercial real estate investing and decision-making.
Whether you are a commercial real estate professional, investor, or simply someone interested in learning more about this dynamic industry, this podcast is a must-listen.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this progr
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this captivating podcast, we bring you an in-depth and candid conversation between two titans of the cryptocurrency world: Benjamin Cowen and Michael Gayed. As the title suggests, "Benjamin Cowen on Crypto Secrets & Strategies: Candid Conversation with Michael Gayed," this discussion explores the hidden facets and innovative tactics that have led to their success in the crypto market.
Delving into the world of Bitcoin and cryptocurrencies, Benjamin Cowen shares his profound knowledge and insights on the trends shaping this rapidly evolving industry. As a renowned expert in the field, Benjamin's perspective on the future of cryptocurrencies is invaluable for anyone looking to deepen their understanding and improve their investment strategies.
Throughout the interview, Michael Gayed of Lead-Lag Live skillfully navigates the conversation, drawing out valuable advice and fascinating anecdotes from Benjamin. Their dynamic exchange offers viewers an exclusive look into the minds of these seasoned professionals, revealing the secrets that have fueled their achievements in the world of digital currencies.
The Benjamin Cowen interview with Michael Gayed of Lead-Lag Live covers a wide range of topics, from the fundamentals of Bitcoin and cryptocurrencies to the latest innovations and upcoming trends. With their combined expertise, Benjamin and Michael offer practical guidance and thought-provoking commentary that will leave you with a fresh perspective on the world of crypto investing.
Whether you're new to the world of cryptocurrencies or a seasoned investor, this podcast is a must-listen! Don't miss out on the opportunity to learn from the best in the business, as they share their secrets and strategies for success in crypto investing. Make sure to like, share, and subscribe to our channel for more insightful content and interviews.
Tune in and discover the hidden world of cryptocurrencies and the secrets to success in this dynamic market, as Benjamin Cowen and Michael Gayed uncover the strategies that have led them to where they are today. Don't miss out on this exceptional opportunity to learn from the best, and to elevate your understanding of Bitcoin, cryptocurrencies, and the future of digital investments.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this thought-provoking podcast, titled "The Impact Of Social Media On Market Trends," we delve deep into the increasingly significant role that social media plays in shaping market trends and influencing investment decisions. Join us as we unravel the intricacies of this phenomenon through our exclusive Jim Lebenthal interview with Michael Gayed of Lead-Lag Live.
The podcast kicks off with an insightful discussion between Jim Lebenthal, a renowned financial commentator, and Michael Gayed, a seasoned market strategist and the host of Lead-Lag Live. Together, they explore the ways in which social media platforms like Twitter, LinkedIn, and Facebook are contributing to the rapid dissemination of information and, in turn, affecting how investors identify and capitalize on opportunities in the market.
Throughout the Jim Lebenthal interview with Michael Gayed of Lead-Lag Live, we get unparalleled access to their expert opinions on how this digital revolution is impacting the way businesses promote their products and services, as well as how investors formulate their strategies in response to the ever-evolving market trends.
The duo also touches upon the darker side of this phenomenon, discussing the potential for misinformation and market manipulation on social media platforms, and how investors can safeguard themselves against such pitfalls.
By the end of this engaging podcast, you'll be equipped with valuable insights and actionable advice on how to stay ahead of the curve in today's fast-paced, social media-driven investment landscape. Don't miss out on this unique opportunity to learn from the very best in the industry - listen to "The Impact Of Social Media On Market Trends" now!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation,
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this eye-opening Joe Navarro Interview with Michael Gayed of Lead-Lag Live, we explore the fascinating journey of Joe Navarro, a former FBI agent turned best-selling author and expert on body language and deception. The exclusive conversation delves deep into the world of nonverbal communication, revealing insights that can help you navigate personal and professional relationships more effectively.
Throughout the interview, Joe Navarro shares his unique experience as an FBI agent specializing in counterintelligence and behavioral assessment. With over 25 years of service, Joe's unparalleled knowledge and expertise come to life in this engaging discussion on the nuances of body language, spotting lies, and interpreting nonverbal cues.
The Joe Navarro Interview with Michael Gayed of Lead-Lag Live also covers Joe's transition from an FBI agent to a renowned author and speaker, highlighting his passion for educating others about the importance of understanding body language in everyday interactions. As a prolific writer, Joe has authored multiple books on the subject, including the best-selling "What Every BODY is Saying" and "The Dictionary of Body Language."
Whether you're a seasoned professional in your field or simply looking to improve your communication skills, this captivating interview offers valuable insights and practical tips on reading body language, detecting deception, and enhancing your interpersonal relationships. As Joe Navarro and Michael Gayed discuss various aspects of nonverbal communication, you'll discover how to apply these skills in your own life, giving you an edge in both personal and professional spheres.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or oth
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this thought-provoking and insightful episode of Lead-Lag Live, Michael Gayed sits down with Darius Dale, a highly respected macroeconomic strategist, for an exclusive Darius Dale Interview. Together, they dive deep into the world of global liquidity and US business cycles, offering valuable insights on how these factors impact financial markets and investment decisions. This podcast is a must-listen for anyone interested in gaining a better understanding of the complex interplay between global liquidity, US business cycles, and their influences on asset prices.
Throughout the Darius Dale Interview with Michael Gayed of Lead-Lag Live, the two experts explore key themes, including the importance of analyzing global liquidity in the current macroeconomic environment, the implications of changing central bank policies on financial markets, and the potential risks and opportunities associated with different phases of the US business cycle. By drawing on their vast experience and expertise, Dale and Gayed are able to provide viewers with a comprehensive and nuanced understanding of these critical topics.
One of the major highlights of this podcast is the detailed discussion on how global liquidity conditions affect financial markets and asset prices. Dale and Gayed delve into the mechanics of capital flows and the role of central banks in shaping the global liquidity landscape. By doing so, they help viewers appreciate the significance of monitoring and understanding global liquidity trends in making well-informed investment decisions.
Another fascinating aspect of this episode is the examination of the relationship between US business cycles and asset prices. Dale and Gayed offer an in-depth analysis of the various stages of the business cycle, highlighting how each phase presents unique challenges and opportunities for investors. They also discuss the importance of incorporating business cycle analysis into investment strategies, so as to better navigate the ever-changing financial landscape.
In conclusion, the Darius Dale Interview with Michael Gayed of Lead-Lag Live offers a wealth of knowledge on the crucial aspects of global liquidity and US business cycles. Whether you're an experienced investor or someone who's just starting their financial journey, this podcast is an invaluable resource that will enhance your understanding of these complex topics and help you make smarter investment decisions.
Don't miss o
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Welcome to another exciting episode of Lead-Lag Live, where we dive deep into the minds of leading financial experts and uncover valuable knowledge that can help you make smarter investment decisions. In today's podcast, we have an exclusive Jack Schwager interview with Michael Gayed of Lead-Lag Live, revealing invaluable insights into their trading strategies, market analysis, and much more.
In this in-depth discussion, Jack Schwager, renowned author of the Market Wizards series, sits down with Michael Gayed, an award-winning portfolio manager and the founder of Lead-Lag Live. This engaging conversation covers a wide range of topics, including the trading philosophies of market wizards, the importance of risk management, and the role of market indicators in developing a successful trading strategy.
Throughout the interview, you'll learn about the valuable lessons Jack Schwager has gleaned from his conversations with top traders, including their unique approaches to making investment decisions and how they adapt to ever-changing market conditions. Additionally, Michael Gayed shares his expertise on market indicators and signal-based trading, offering practical advice that can help you make more informed decisions in your own trading endeavors.
As you listen to this captivating Jack Schwager interview with Michael Gayed of Lead-Lag Live, you'll be exposed to a wealth of knowledge from two seasoned professionals who have spent their careers studying and mastering the art of trading. Whether you're a seasoned trader or just starting your journey in the world of finance, this insightful conversation is a must-listen.
Don't forget to like, comment, and subscribe to our channel for more Market Wizards: Insights From Expert Interviews and other valuable content designed to help you succeed in the world of trading and investing. If you want to stay up-to-date on future episodes and more exclusive interviews, make sure to hit the notification bell so you never miss out on valuable market insights.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive Grover Norquist interview with Michael Gayed of Lead-Lag Live, we dive deep into the future of US tax competitiveness and explore the potential implications of potential policy changes. As a renowned tax policy advocate and president of Americans for Tax Reform, Grover Norquist brings a wealth of knowledge and insight into the complex world of taxation and how it impacts businesses and individuals alike.
Throughout the interview, Norquist and Gayed discuss a range of topics, including the current state of US tax competitiveness, as well as proposed tax reforms and their possible consequences on the US economy. They also touch on the importance of maintaining a competitive edge in today's global market and how tax policy can make or break a country's ability to attract and retain businesses.
This insightful and engaging discussion provides viewers with a unique perspective on the future of US tax competitiveness from one of the most influential voices in the field. If you're interested in understanding the potential impact of tax policies on the US economy and global competitiveness, make sure you don't miss this Grover Norquist interview with Michael Gayed of Lead-Lag Live.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or fi
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive and captivating interview, we bring you an insightful conversation between two renowned financial experts as they delve into the world of global macro investing. "Unveiling The Global Macro Arc With Hugh Hendry" features an in-depth Hugh Hendry interview with Michael Gayed of Lead-Lag Live, as they discuss the current state of the global economy and where it may be headed in the near future. This podcast is a must-listen for anyone interested in understanding the intricacies of macro investing and how it can impact your financial decisions.
Hugh Hendry, a prominent and seasoned hedge fund manager, shares his expert knowledge and unique perspectives in this engaging discussion. Throughout the interview, Hugh provides valuable insights on topics such as the changing nature of the world economy, the importance of macroeconomic indicators, and the strategies he employs to navigate through turbulent market conditions. Don't miss the chance to learn from one of the best in the business as he shares his wisdom in this Hugh Hendry interview with Michael Gayed of Lead-Lag Live.
As a highly respected and award-winning investment strategist, Michael Gayed brings his own wealth of knowledge to the table, ensuring that this conversation is both intellectually stimulating and relevant to current market trends. The dynamic between these two experts creates a captivating and educational experience for viewers, as they discuss the many facets of global macro investing and how it can provide opportunities for savvy investors.
In this comprehensive podcast, you will gain an understanding of the key concepts and strategies surrounding the global macro arc, as well as practical tips and advice on how to implement these concepts in your own investment portfolio. Don't miss the opportunity to hear from Hugh Hendry himself as he shares his thoughts and experiences in this highly informative interview.
Be sure to listen to "Unveiling The Global Macro Arc With Hugh Hendry" and join the conversation as we explore the fascinating world of global macro investing. Stay ahead of the curve and gain invaluable knowledge from Hugh Hendry interview with Michael Gayed of Lead-Lag Live, right here on YouTube. Don't forget to like, comment, and subscribe for more insightful interviews and expert discussions on the latest financial trends and strategies.
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
Discover the in-depth analysis of the current commodity supercycle and the fascinating world of monetary metals as Lobo Tiggre joins Michael Gayed of Lead-Lag Live for an exclusive interview. In this captivating and insightful podcast, titled "The Commodity Supercycle & Monetary Metals With Lobo Tiggre," you'll learn firsthand about the factors driving the commodity markets and the potential impact on your investments.
Throughout this Lobo Tiggre Interview with Michael Gayed of Lead-Lag Live, we dive deep into the key aspects of the commodity supercycle and examine the intricacies of monetary metals. Lobo Tiggre, a renowned expert on commodities and investment strategy, shares his vast knowledge on the subject while providing valuable insights for investors looking to navigate these turbulent times.
Some of the topics covered in this podcast include:
-
The current state of the commodity supercycle – Lobo Tiggre offers his perspective on the factors driving the boom in commodities, including supply and demand dynamics, global economic trends, and geopolitical factors.
-
Exploring the world of monetary metals – Lobo Tiggre and Michael Gayed delve into the fascinating realm of monetary metals, discussing the investment appeal of gold, silver, and other precious metals in the context of the commodity supercycle.
-
Investment strategies for navigating the commodity supercycle – Lobo Tiggre provides actionable advice for investors seeking to capitalize on the opportunities presented by the current commodity boom, as well as tips for managing potential risks.
Don't miss this opportunity to expand your knowledge on the commodity supercycle and monetary metals by listening to "The Commodity Supercycle & Monetary Metals With Lobo Tiggre." This Lobo Tiggre Interview with Michael Gayed of Lead-Lag Live is a must-listen to for anyone interested in understanding the forces shaping the current investment landscape.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized fina
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive Gary Black interview, join Michael Gayed of Lead-Lag Live as they delve into the world of Tesla and analyze the company's recent price cuts. With a focus on the implications of these changes for both investors and the electric vehicle market, this insightful discussion is one you won't want to miss.
The video begins with a brief introduction to our guest, Gary Black, a renowned market strategist and expert in the field of electric vehicles. He shares his insights and perspectives on Tesla's recent price cuts, discussing their impact on the company's revenue and profitability. The conversation also covers Tesla's overall market position and the potential reasons behind their decision to lower prices.
As the conversation goes on, Michael Gayed and Gary Black dive deeper into the world of Tesla and its competition. They touch on the question of whether Tesla's recent actions are a sign of a competitive edge or a reaction to growing pressure from other electric vehicle manufacturers. Additionally, they explore how these price cuts could affect the broader electric vehicle market and its future outlook.
Throughout the video, the Gary Black interview with Michael Gayed of Lead-Lag Live highlights critical points for investors to consider as they evaluate Tesla's current market position and future potential. From assessing the company's valuation metrics to understanding the driving forces behind the recent price cuts, this in-depth analysis offers valuable insights for anyone interested in the electric vehicle market.
In conclusion, this comprehensive analysis of Tesla's recent price cuts with Gary Black is a must-watch for any investor or electric vehicle enthusiast who wants to stay informed on the latest market trends and developments. With top-notch expertise from Gary Black and insightful questions from Michael Gayed, this engaging discussion brings together the best of both worlds, making for an informative and riveting watch.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favor
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive interview, "The Future of QE and High Yield Investments with David Hay," financial expert David Hay shares his insights into the world of high yield investments and the future of quantitative easing. As a renowned financial strategist, Hay's perspective is invaluable for investors looking to navigate these ever-changing markets. Join us in this in-depth David Hay interview with Michael Gayed, as they discuss the crucial aspects of the financial landscape.
Throughout the interview, David Hay and Michael Gayed delve into topics such as the current state of quantitative easing, its potential impact on high yield investments, and the strategies that investors can employ to safeguard their portfolios in the current economic climate. By listening to this podcast, you will gain a deeper understanding of the factors driving the global economy and the potential opportunities available for forward-thinking investors.
Some of the key points covered in this David Hay interview with Michael Gayed include:
- An overview of quantitative easing and its role in the global economy.
- The potential risks and rewards associated with high yield investments.
- Strategies for investors to identify and capitalize on high yield opportunities.
- David Hay's expert analysis on the future of quantitative easing and how it could affect investors' portfolios.
Don't miss out on this exclusive discussion between David Hay and Michael Gayed, two financial industry giants who offer invaluable insights and advice for anyone interested in high yield investments and the future of quantitative easing. Their expertise and knowledge in the financial world make this an interview that you simply cannot afford to miss.
To stay updated on more insightful discussions and expert opinions on the world of finance and investing, make sure to subscribe to our channel and hit the notification bell. Also, feel free to like, comment, and share this podcast with fellow investors who might find this information helpful.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/le
The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal Finance
The Physician Syndicate Podcast: A podcast for physicians to jump into the startup world.
Listen on: Apple Podcasts Spotify
The Sales Warrior Within
Discover and Empower The Sales Warrior Within You
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show
In this exclusive interview, we dive deep into the world of global liquidity and market direction with renowned financial expert, Michael Kramer. Join us for an insightful Michael Kramer Interview with Michael Gayed of Lead-Lag Live, as they discuss the current state of the global economy, investment strategies, and market trends. This is a must-listen for anyone interested in understanding the complex financial landscape we live in today.
Throughout the podcast, Michael Kramer shares his unique perspective on global liquidity and its impact on market direction. As the conversation unfolds, you'll gain valuable insights into how economic factors, such as interest rates and inflation, affect the overall investment climate. As a highly respected strategist and author, Michael Kramer's insights are sought after by top investment professionals around the world.
During this exclusive Michael Kramer Interview with Michael Gayed of Lead-Lag Live, they also explore the importance of adjusting your investment strategies in response to changing market conditions. As a top financial analyst, Michael Kramer brings his years of experience and expertise to the table, providing invaluable advice for both novice and seasoned investors alike.
Furthermore, this conversation delves into the role of central banks in the global economy, offering a comprehensive understanding of their influence on liquidity and ultimately, market direction. As two experts in their respective fields, the dynamic between Michael Kramer and Michael Gayed makes this interview a must-listen for anyone looking to expand their financial knowledge.
Whether you're an experienced investor or just starting out, this Michael Kramer Interview with Michael Gayed of Lead-Lag Live is an excellent resource to deepen your understanding of global liquidity and market direction. Don't miss this opportunity to learn from one of the best in the business and stay ahead of the game in today's ever-changing financial landscape.
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Welcome to "Navigating the 4th Tuning with Steve Penny," the ultimate resource for understanding and mastering the Steve Penny silver chartist interview. In this exclusive podcast, we dive deep into the insights and strategies of Steve Penny, a renowned expert on silver investments and chart analysis. This is the perfect podcast for anyone looking to improve their understanding of silver investing and the current market trends.
Our host will be having an in-depth conversation with Steve Penny, covering everything from the basics of silver investing to advanced charting techniques. The Steve Penny silver chartist interview segment will offer valuable insights, tips, and tricks that can help you make informed investment decisions in the ever-changing silver market.
Throughout the podcast, Steve will share his unique perspective on the 4th Tuning, a groundbreaking concept in the world of silver investing that's been making waves in the financial community. The 4th Tuning represents a significant shift in market dynamics and offers incredible opportunities for those who can understand and navigate it effectively.
In "Navigating the 4th Tuning with Steve Penny," you'll discover:
- Comprehensive insights from the Steve Penny silver chartist interview, including practical tips and strategies for silver investors.
- An easy-to-understand breakdown of the 4th Tuning concept and how it's changing the face of silver investing.
- Proven techniques for analyzing silver charts and identifying key trends and potential opportunities.
- Personal anecdotes and real-world examples from Steve's own experiences in the silver market.
Whether you're a seasoned investor or just starting your journey into the world of silver, "Navigating the 4th Tuning with Steve Penny" is a must-listen resource that's packed with valuable information to help you make smarter investment decisions.
So, what are you waiting for? Hit that play button and get ready to step up your silver investing game with the Steve Penny silver chartist interview. Do not forget to like, comment, and subscribe to our channel for more insightful podcasts like this. Happy investing!
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive Dennis Dick interview with Michael Gayed of Lead-Lag Live, we dive deep into the world of uncovering market inefficiencies and the strategies that can be employed to capitalize on them. As both an experienced trader and a thought leader in the field, Dennis Dick shares his unique insights and techniques for identifying and exploiting these hidden opportunities in the market.
In this enlightening conversation, Dennis and Michael discuss how market inefficiencies are often created and the factors that can contribute to their formation. They explore various examples of these inefficiencies and the reasons why they can persist despite the presence of sophisticated market participants. With a comprehensive understanding of the market mechanisms at play, Dennis artfully breaks down the tools and methods he utilizes to identify these overlooked opportunities.
Throughout the podcast, both Dennis and Michael share their personal experiences in the world of trading and offer valuable advice for those looking to hone their skills in uncovering market inefficiencies. This podcast is not only informative but provides an engaging discussion between two seasoned professionals who have successfully navigated the complexities of the financial markets.
Whether you're a seasoned trader or new to the industry, this Dennis Dick interview with Michael Gayed of Lead-Lag Live is guaranteed to provide you with actionable insights that can help you better understand the nuances of market inefficiencies. So, don't miss out on this opportunity to learn from the best and elevate your trading game!
Make sure to give this podcast a thumbs up if you found it valuable, and subscribe to our channel for more exclusive interviews, market insights, and expert advice. Drop a comment below to share your thoughts and experiences in uncovering market inefficiencies, and let us know if there are any other trading topics you'd like us to cover in future podcasts. Happy trading!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this fascinating YouTube podcast, titled "Decoding Managed Futures With Andrew Beer," we dive deep into the world of managed futures and explore their potential as a powerful strategy for investors. This in-depth discussion features an exclusive Andrew Beer interview with Michael Gayed, aimed at shedding light on the nuances of managed futures and their role in the realm of finance. With their unique perspective and expertise, these two industry leaders provide valuable insights for anyone interested in understanding the complexities and benefits of managed futures.
Throughout the conversation, the keywords - managed futures, Andrew Beer interview with Michael Gayed - are addressed head-on, as our speakers examine the foundations of managed futures and their potential in today's ever-evolving financial landscape. Drawing from their personal experiences and vast knowledge, Andrew Beer and Michael Gayed discuss the history of managed futures, their growth in popularity and effectiveness, as well as how they can fit into an investor's portfolio.
Not only does this podcast provide an in-depth understanding of managed futures, it also covers essential topics such as risk management, diversification, and the role of technology in this particular investment strategy. Our speakers dive into real-world examples and case studies, making this Andrew Beer interview with Michael Gayed both informative and engaging for viewers.
If you're intrigued by the world of managed futures and want to learn more from two industry titans, this comprehensive podcast on "Decoding Managed Futures with Andrew Beer" is a must-listen. Don't miss out on this opportunity to gain valuable insights and strategies that can potentially help you navigate the financial markets successfully. Subscribe to our channel for more content focused on finance, investments, and strategies that can help you grow and protect your wealth.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this captivating podcast, we dive into an in-depth Skanda Amarnath interview with Michael Gayed, where they discuss the most crucial upcoming catalysts and inflection points shaping the economy and financial markets. Skanda Amarnath, an accomplished economist and the Executive Director of Employ America, shares his invaluable insights on the evolving economic landscape, monetary policies, and the potential triggers of market volatility.
Throughout the conversation, the Skanda Amarnath interview with Michael Gayed explores the intricate connection between fiscal policy, inflation, and asset prices, allowing viewers to better understand the complexities of today's global economic environment. From discussing timely market trends to unpacking the potential impact of various fiscal policies, this interview sheds light on how investors can stay ahead of the curve and make informed financial decisions.
Michael Gayed, an award-winning market strategist and publisher of the Lead-Lag Report, steers this engaging conversation, providing viewers with an unparalleled opportunity to learn from Skanda Amarnath's vast experience and expertise in the field. The podcast is packed with meaningful discussions and valuable lessons, making it a must-listen for anyone interested in the world of finance and economics.
By listening to this Skanda Amarnath interview with Michael Gayed, viewers will gain a comprehensive understanding of the intricate dynamics shaping today's economy and financial markets, and be better equipped to navigate the world of investing. Don't miss out on this exceptional opportunity to learn from two of the brightest minds in the financial sphere - hit that like button, subscribe to our channel, and be sure to share this insightful podcast with others who might benefit from this knowledge.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive Brandon Munro interview with Michael Gayed, two experts come together to discuss the exciting world of uranium and nuclear power. As a leading uranium expert, Brandon Munro shares his insights and knowledge on various aspects of the nuclear industry, while Michael Gayed, a renowned financial analyst, adds valuable context from an investment perspective. This in-depth conversation is the perfect opportunity for anyone interested in learning more about the future of clean energy and its potential impact on our world.
Throughout this engaging discussion, you'll get an insider's look at various aspects of the uranium market, as well as the current state and future potential of nuclear power. With their years of experience and expertise, Munro and Gayed cover topics ranging from the supply and demand dynamics of uranium to the growth of nuclear power across the globe.
As the world seeks cleaner, more sustainable energy solutions, nuclear power has emerged as a prominent option. In this podcast, our experts delve into the benefits and challenges associated with this energy source, while exploring how recent innovations have made nuclear power safer and more efficient than ever before.
This Brandon Munro interview with Michael Gayed is an invaluable resource for anyone interested in the world of uranium, nuclear power, and clean energy investments. Whether you're new to the subject or a seasoned investor, you'll find valuable insights and actionable information throughout this captivating conversation.
Key highlights from the discussion include:
- The current state of the uranium market and its future outlook
- How nuclear power fits into the global energy landscape
- The role of government and policy in driving nuclear power adoption
- Recent advancements in nuclear technology and safety
- Opportunities and challenges for investors in the uranium and nuclear sectors
Don't miss out on this unique opportunity to hear from two of the industry's most respected voices. Join uranium expert Brandon Munro and Michael Gayed as they dive deep into the world of nuclear power, offering valuable insights and expert analysis on this crucial energy source. Be sure to give this podcast a thumbs up and subscribe to our channel for more content like this.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, o
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive Dennis Porter interview with Michael Gayed of Lead-Lag Live, we dive deep into the fascinating world of cryptocurrency legislation, specifically focusing on the groundbreaking 'Right To Mine' Bitcoin law. With unrivaled expertise in cryptocurrency and blockchain technology, Dennis Porter sheds light on the significance of this law and its potential impact on the future of digital currencies.
In this captivating conversation, Michael Gayed of Lead-Lag Live explores the rationale behind the 'Right to Mine' Bitcoin law, its implications, and its potential to revolutionize the cryptocurrency landscape. Together, they cover the history of cryptocurrency legislation and the role that government and financial institutions have played in shaping the digital currency space.
As a staunch advocate for financial freedom and the decentralization of wealth, Dennis Porter delves into the importance of empowering individuals to participate in the cryptocurrency market. Through this interview, viewers will come to understand how the 'Right to Mine' Bitcoin law stands as a testament to the growing acceptance of digital currencies and the potential for a more equitable financial future.
Throughout the discussion, Michael Gayed of Lead-Lag Live and Dennis Porter also touch upon the challenges faced by the cryptocurrency market, including regulatory hurdles, security concerns, and the need for greater education around digital currencies. They acknowledge the skepticism surrounding cryptocurrencies while providing clear insights into the benefits and opportunities they present.
Don't miss this exclusive Dennis Porter interview with Michael Gayed of Lead-Lag Live, as they explore the 'Right to Mine' Bitcoin law and its potential to reshape the financial world as we know it. Whether you're a cryptocurrency enthusiast, an investor, or simply curious about the digital currency space, this podcast is a must-listen for anyone looking to better comprehend the rapidly evolving landscape of cryptocurrency and blockchain technology.
Make sure to subscribe to our channel and hit the notification bell to stay up-to-date on the latest cryptocurrency news, legislation updates, and interviews with experts in the field, like this fascinating conversation with Dennis Porter.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this eye-opening episode of Lead-Lag Live, we dive deep into the world of used cars, new cars, and the automobile industry as a whole, and how it all ties into the current state of the economy. Our special guest, the Car Dealership Guy, shares his insights and expertise on car sales, investing, and what the trends in the used car market tell us about the broader economy.
With years of experience in the automobile industry, the Car Dealership Guy provides a unique perspective on the current challenges faced in the world of used cars and new cars. In this Card Dealership Guy Interview with Michael Gayed, they discuss how the rising prices of used cars are sending an economic warning that every investor should be paying attention to. The conversation also covers how the pandemic has impacted the industry, supply chain issues, and the potential implications for the economy as a whole.
If you're interested in car sales, investing, or want to stay updated on the latest trends in the automobile industry, this podcast is a must-listen. Learn from an industry expert as he shares his thoughts on the current state of the economy, and what we can expect moving forward.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Welcome to another episode of Lead-Lag Live! In this exclusive Ed Clissold interview, we dive deep into the world of economic cycles and stock market madness, providing you with valuable insights and tips on stocks, investing, and sectors. Join Michael Gayed, the host of Lead-Lag Live, and featured guest Ed Clissold, Chief U.S. Strategist at Ned Davis Research, as they discuss everything from market trends to their top picks in the rapidly changing world of finance.
In this info-packed podcast, you'll learn how to navigate the unpredictable stock market by understanding the impact of economic cycles on stocks and investing. Ed Clissold shares his expertise on various sectors, revealing which ones are more likely to thrive during specific phases of the economic cycle. With the guidance of the Lead-Lag Report, Michael Gayed and Ed Clissold will help you create a balanced and diversified investment strategy designed to withstand market fluctuations.
Key takeaways from this must-listen to Ed Clissold interview include:
- The importance of recognizing and adapting to economic cycles when investing in stocks
- Ed Clissold's take on which sectors are poised for growth, as well as those that may struggle during certain economic phases
- A comprehensive discussion on market trends, emerging sectors, and the future of investing
- Actionable tips and advice for both seasoned investors and newcomers to the world of finance
If you're passionate about stocks, investing, and the ever-evolving world of finance, this discussion between Michael Gayed and Ed Clissold is one you won't want to miss. Stay ahead of the curve by learning from these industry experts on Lead-Lag Live.
Don't forget to like, comment, and share this podcast with your fellow investors! And of course, be sure to subscribe to our channel for more exclusive interviews and expert advice on commentary, investing, and the financial sectors you need to watch.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solic
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive Shubham Garg Interview, acclaimed energy expert Shubham Garg sits down with Michael Gayed, host of Lead-Lag Live, to uncover the secrets of the oil and gas industry. As the Publisher of The Lead-Lag Report and a renowned investment strategist, Michael Gayed leads this in-depth discussion that sheds light on the intricacies of investing in the energy sector, focusing on the oil, gas, and stocks markets.
This eye-opening conversation dives into the current state of the oil and gas industry, exploring the critical factors that drive its performance and influence investment strategies. Shubham Garg, a prominent figure in the energy landscape, shares his unique insights on the best practices for investing in oil and gas stocks, providing you with valuable tips and guidelines to maximize your returns.
Throughout this captivating conversation, the duo also addresses the future of the energy sector, discussing the potential impact of new technologies, regulations, and geopolitical developments on the oil and gas market. Whether you're an experienced investor or just starting in the world of stocks, this Shubham Garg Interview provides essential knowledge to help you navigate the complexities of the energy industry.
With Michael Gayed's expertise in investment strategy and Shubham Garg's vast knowledge of the oil and gas sector, this Lead-Lag Live episode promises to be a treasure trove of practical information for anyone interested in investing in energy stocks. By delving into the critical aspects of the sector, from emerging trends to long-term outlooks, this conversation arms you with the understanding you need to make informed decisions in the world of energy investing.
Don't miss this exclusive opportunity to learn from two masters of their respective fields, as they reveal the secrets of the oil and gas industry. For more insightful conversations and expert analysis, make sure to subscribe to Lead-Lag Live and stay tuned for future episodes exploring the fascinating realm of investing.
Remember to like, comment, and share this podcast with fellow investors to help spread the word on the vital importance of understanding the oil and gas industry. With the knowledge gained from this Shubham Garg Interview and Michael Gayed's Lead-Lag Live series, you're sure to stay ahead in the game of investing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informa
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Discover the secrets to successful entrepreneurship and business growth in this exclusive Per Bylund Interview! Join us as we dive into the mind of a renowned business expert and learn how to revolutionize your business in just a few simple steps.
In this captivating podcast, we'll be exploring essential entrepreneurial insights that have been honed through years of experience, research, and study. We'll be discussing the key ingredients to building a thriving business, and uncover the secret strategies that have propelled countless entrepreneurs to success.
Throughout the Per Bylund Interview, we'll touch on a variety of topics at the heart of entrepreneurship, such as the importance of innovation, embracing risk, and the crucial role of adaptability in an ever-changing business landscape.
Our conversation will cover everything from the basics of starting your own business to the advanced strategies of scaling your venture. With our comprehensive approach, you'll walk away from this podcast armed with the knowledge and tools you need to take your business to new heights.
Key takeaways from this valuable entrepreneurship resource include:
- The importance of understanding your target market and adapting your business model accordingly
- How to develop a unique selling proposition that sets you apart from the competition
- The role of mindset and mental fortitude in overcoming obstacles and achieving entrepreneurial success
- And much more!
So, if you're an aspiring entrepreneur looking to make your mark in the world of business, or a seasoned business owner looking for new ways to grow and scale, this Per Bylund Interview is a must-listen.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The story of passive investing is much more intense than you think.
In this exclusive interview, discover the explosive insights into passive investing by Robin Wigglesworth, the globally renowned financial journalist, and author. Passive investing has attracted trillions of dollars over the years, and in this eye-opening Robin Wigglesworth Interview, we dive deep into the world of this popular investment strategy to help you make informed decisions about your financial future.
As one of the leading voices in the financial industry, Robin Wigglesworth shares his expert knowledge on the rise of passive investing, the driving forces behind the trillions of dollars that have poured into index funds and ETFs, and the impact it has had on individual investors and the broader market. This exclusive interview is a must-listen for anyone interested in growing their wealth using passive investment strategies.
In this comprehensive podcast, you'll learn:
-
The history of passive investing: How it emerged as a disruptive force in the financial industry, and why it has attracted trillions of dollars in assets.
-
The benefits and drawbacks of passive investing: Robin Wigglesworth shares his insights on the potential advantages and pitfalls of this strategy, and what it means for individual investors.
-
The future of passive investing: As the popularity of passive investing continues to grow, find out what lies in store for the industry and how it may evolve in the coming years.
-
Exclusive tips and advice: Robin Wigglesworth offers invaluable guidance for those considering adopting passive investing strategies, based on his years of experience and expertise in the field.
Don't miss out on this unique opportunity to gain a deeper understanding of passive investing from one of the most respected experts in the field. Listen to the full Robin Wigglesworth Interview now and equip yourself with the knowledge you need to make informed investment decisions.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notic
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Data is noisy yet stock market investors treat every release with finality.
In this exclusive Gene Epstein interview, we dive deep into the world of economic data and reveal just how misleading it can be for stock market investors. Join us as we uncover the truth behind the numbers and discuss the implications for your investment strategy. With years of experience as an economist and financial analyst, Gene Epstein provides a unique perspective on the significance of data in today's fast-paced financial landscape.
The podcast begins with an in-depth analysis of economic data and its reliability, focusing on the factors that can cause discrepancies between reported figures and reality. We shed light on the role of data manipulation and the various reasons for it, including political agendas and corporate interests. As stock market investors, it is crucial to remain vigilant and question the accuracy of the data we rely on for making important financial decisions.
Throughout the Gene Epstein interview, we discuss the importance of understanding the underlying methodology behind economic data collection and interpretation, highlighting how investors can use this knowledge to make better-informed decisions. With Gene's vast experience and expertise in this field, you're sure to gain valuable insights into the nuances of economic data and its impact on investment strategies.
The podcast also delves into the implications of economic data inaccuracies for stock market investors. Misleading data can lead to false trends and signals, potentially causing investors to make risky moves or miss out on lucrative opportunities. By staying aware of these pitfalls and identifying reliable sources of information, you can protect your investments and improve your chances of success in the market.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult you
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this eye-opening podcast, expert financial analyst Nicholas Glinsman breaks down the latest dollar risks and uncovers the hidden truths behind ECB and real estate investments. As an experienced and knowledgeable authority in the financial world, Glinsman provides valuable insights that can help you make the most out of your investments in today's ever-changing economic landscape.
The podcast begins with an in-depth analysis of the ECB (European Central Bank) and its role in the real estate market. Glinsman explains how the ECB's monetary policies have influenced the European property sector and what potential consequences may arise from its actions.
Next, Glinsman dives into the current state of the media industry, highlighting its impact on public opinion, and how misinformation can lead to heightened recession fears. As someone who closely follows the markets, his commentary on the media's role in shaping economic sentiment is both timely and informative.
Moreover, this podcast provides critical insight into the relationship between economic downturns and the stock market. Glinsman discusses the potential risks that investors face when navigating through periods of recession, and offers expert advice on how to manage your stocks during these challenging times.
Throughout the podcast, Nicholas Glinsman emphasizes the importance of staying informed and educated while investing in ecb real estate, media, or stocks. By listening to this podcast, you'll be better equipped to make sound financial decisions, even during periods of economic uncertainty.
Don't miss out on this opportunity to gain a deeper understanding of the financial world and learn from one of the most respected voices in the industry. Click on the podcast link now to hear Nicholas Glinsman's expert analysis on the latest dollar risks and why ECB real estate is such a hot topic in today's financial climate.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive interview, we delve deep into the world of sovereign debt with Victor Xing. In today's global economy, understanding the complexities of sovereign debt risk is more important than ever. Our guest, Victor Xing, an esteemed expert in the field, sheds light on this critical issue and provides valuable insights on the role sovereign debt risk plays in the current financial landscape.
Throughout the interview, Victor Xing unpacks the many factors contributing to sovereign debt risk, including the impact of the dollar's strength on developing economies. As the global reserve currency, the dollar has a significant influence on the financial stability of nations around the world. Xing highlights the need for investors to pay close attention to the dollar's movements to accurately evaluate the potential risks involved with sovereign debt.
This Victor Xing interview is a must-listen for anyone with an interest in global finance, as well as those looking to gain a deeper understanding of sovereign debt risk and the ways it affects the world economy. By sharing his expertise, Xing equips viewers with valuable information that could potentially help them make more informed investment decisions.
In addition to covering the core topic of sovereign debt risk, the interview also dives into other important aspects of international finance, including the role of central banks and the implications of fiscal policies on the broader financial landscape. This comprehensive discussion ensures that viewers walk away with a well-rounded understanding of the subject matter.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive interview, we sit down with financial expert Randy Woodward to discuss the looming credit contraction and its potential impact on the global economy. As the title suggests, this is an in-depth conversation that addresses the critical issues of credit contraction, bonds, and a possible bank crisis - making it an essential listen for anyone looking to stay informed on these vital topics.
Throughout the Randy Woodward Interview, our guest shares his insights and expertise on the current state of the global financial system, focusing on the growing concerns around credit contraction. As a seasoned expert in the field, Randy breaks down the complex relationships between bonds, banks, and the broader economy, highlighting the potential dangers of an impending bank crisis.
This eye-opening discussion covers a wide range of topics, from the potential triggers for a credit contraction to the role of central banks in mitigating or exacerbating these issues. Viewers will gain a deeper understanding of the interconnectedness of global finance and the potential ripple effects a credit contraction could have on their own personal investments and financial stability.
Stay ahead of the curve by tuning in to this invaluable Randy Woodward Interview, which provides not only a comprehensive analysis of credit contraction, bonds, and bank crisis, but also offers actionable strategies to safeguard your financial future in the face of these growing threats.
If you're interested in keeping up-to-date with the latest financial news and expert insights, be sure to subscribe to our YouTube channel for more enlightening interviews and discussions. And don't forget to hit the like button and share this podcast with your network to help spread awareness about the critical issues surrounding credit contraction and the potential consequences it may have on the global economy.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy o
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this unmissable interview, economist Ryan McMaken joins us to discuss the fascinating topic of the "King Dollar Stands Strong!" Unravel the reasons behind the enduring strength of the US dollar, despite facing numerous challenges in the global financial landscape. As many have predicted the Dollar's demise, Ryan McMaken sheds light on why this renowned currency continues to reign supreme.
Throughout the interview, Ryan shares his expert insights and analysis regarding the factors contributing to the US dollar's resilience. From its status as a global reserve currency to the economic policies adopted by various governments, this in-depth conversation covers all aspects to give you a comprehensive understanding of the subject.
If you've ever been curious about the Dollar's standing in the world and why it hasn't faced the demise that many have predicted, this is the perfect opportunity to learn from an industry expert. As you listen, don't forget to take note of the keywords "dollar demise, Ryan McMaken interview" as they are integral to understanding the subject.
By the end of this eye-opening discussion, you will walk away with a clearer understanding of the reasons behind the US dollar's continued strength, and what the future may hold for this mighty currency. Whether you are a student of economics, an investor, or simply someone interested in world affairs, this interview with Ryan McMaken is not to be missed!
So, tune in now and discover why the King Dollar stands strong in this unmissable Ryan McMaken interview on the dollar's demise. Don't forget to like, share, and subscribe to our channel for more insightful content on economics and finance. See you in the next podcast!
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In this exclusive interview, we sit down with renowned metals investing expert Craig Hemke to discuss the current state of the gold market and the upcoming cycles that could lead to a bull market. As the founder of TFMetalsReport.com, Hemke has become a trusted source of information for investors looking to navigate the volatile world of precious metals.
During our conversation, Hemke shares his insights into the current trends impacting gold stocks, including the recent rise in prices and the potential impact of global economic instability. He also delves into the historical cycles that have impacted the gold market and explains how savvy investors can use this information to make informed decisions about their investment strategies.
Whether you're a seasoned investor or just getting started in the world of metals investing, this interview with Craig Hemke is a must-watch. So join us as we explore the exciting opportunities and potential pitfalls of the gold market, and learn how you can position yourself to take advantage of the next bull market cycle. Don't miss out on this exclusive discussion with one of the foremost experts in the field of metals investing.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
This will change your life.
ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this episode of our investment series, we have the pleasure to host a renowned portfolio manager and trading expert, Patrick Walker. Patrick has a wealth of experience in the investment world, having worked with some of the biggest names in the industry.
In this interview, Patrick shares his insights on managing winners and losers in your investment portfolio. He delves into the mindset required to make successful investing decisions and how to avoid common mistakes that cost investors heavily.
Whether you're a seasoned investor or just starting, Patrick's tips and strategies will help you make informed decisions and maximize your returns. From analyzing stocks to managing risk, Patrick covers it all in this engaging and informative episode.
So sit back, grab your notepad, and join us for an insightful conversation with Patrick Walker on managing winners and losers. Don't forget to hit the like button, subscribe to our channel, and share this podcast with your fellow investors.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It's time for some future forward investing.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Welcome to our latest podcast featuring Jon Markman, a renowned investor who has helped countless individuals transform their financial futures. In this podcast, Jon shares his insights on future forward investing and how it can help you go from fear to fortune.
The world of investing can be intimidating, but Jon believes that by looking ahead and identifying trends that will shape the future, we can make smart investments that will pay off in the long run. By understanding emerging technologies, social changes, and economic factors, we can spot opportunities that others might miss.
Throughout this podcast, Jon provides real-world examples of how future forward investing has helped his clients achieve their financial goals. He also discusses the importance of diversification, risk management, and staying informed about the latest trends.
Whether you're a seasoned investor or just getting started, this podcast is packed with valuable insights that will help you navigate the world of investing with confidence. So, if you're ready to take your financial future into your own hands and start investing like a pro, be sure to listen to this podcast now.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The options market ain't what it used to be.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this informative podcast, Brent Kochuba, a seasoned options trader, shares his insights into the world of options gamma and 0dte trading. Options gamma can be a tricky concept to grasp, but Brent breaks it down in an easy-to-understand manner, giving you a thorough understanding of the dynamics of options trading.
He delves into the nuances of 0dte trading, explaining its risks and rewards, and how it can be used to make profitable trades. Brent shares tips and tricks on how to spot gamma and use that knowledge to make informed trading decisions.
Whether you're a seasoned options trader or just starting out, this podcast is a must-listen for anyone looking to improve their trading skills. So, if you're ready to take your trading game to the next level, hit that play button now and join Brent Kochuba to learn more about options gamma and 0dte trading. Don't forget to subscribe to our channel for more informative podcast on trading strategies and techniques.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
100 minus your age is a poor retirement formula.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this eye-opening podcast, we sit down with Jamie Hopkins, an expert in retirement planning, to discuss the retirement lie that many of us have been told. For years, the conventional wisdom has been that you should subtract your age from 100 to determine the percentage of your retirement portfolio that should be invested in stocks. However, as Jamie points out, this formula is outdated and can actually be detrimental to your retirement savings.
By relying on this formula, you could be missing out on critical opportunities to diversify your portfolio and maximize your returns. Jamie walks us through the flaws in this formula and offers alternative strategies for retirement planning. He also touches on the importance of developing a comprehensive retirement plan and the role that factors like healthcare and longevity should play in your planning.
If you're nearing retirement age or just starting to think about your retirement strategy, this podcast is a must-listen. Don't fall for the retirement lie - take control of your financial future and make informed decisions based on the latest research and data. Join us for an insightful discussion with Jamie Hopkins and take the first step towards a secure and comfortable retirement.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Everything started to go wrong in 2010.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Join us for a deep dive into the current economic landscape with Christopher Leonard, one of the world's leading experts on financial markets and author of several bestselling books on the subject.
In this riveting discussion, we will explore the Federal Reserve's quantitative easing policies, which have been a major factor in the recent surge in asset prices and widening wealth gap. Christopher will shed light on the potential risks and long-term consequences of these policies, and provide insights into how investors and ordinary citizens can navigate the turbulent times ahead.
Whether you're a seasoned investor, an aspiring economist, or simply curious about the future of our financial system, this is a conversation you won't want to miss.
So sit back, grab a cup of coffee, and join us for an eye-opening conversation with Christopher Leonard. Don't forget to hit the subscribe button and turn on notifications to stay up-to-date on our latest podcast.
Join this channel to get access to perks:
https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/join
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
BREAKING: NEWS IS BIASED.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this thought-provoking interview with Steve Krakauer, we delve into the controversial topic of biased news media. As news consumers, we rely on the media to provide us with accurate and unbiased information. However, with the rise of 24-hour news channels and social media, it seems that news outlets are more concerned with delivering sensational headlines than with reporting the facts.
The media's insatiable hunger for clicks and views has led to a race to the bottom, with news outlets willing to sacrifice accuracy and objectivity in favor of clicks and views. Steve Krakauer, a media expert, gives us an inside look into how the media operates and why they often fail to deliver unbiased news.
In this interview, we discuss the impact that biased news can have on society and the importance of holding the media accountable for their reporting. We also delve into the role of social media in perpetuating this cycle of sensationalism and misinformation.
Join us as we explore the complex world of news media and uncover the truth behind the headlines. If you're interested in the topic of biased news media and want to learn more about how it affects our society, then this interview is a must-listen. Don't miss out on this eye-opening discussion with Steve Krakauer.
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There's more than one way to generate investment income.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this interview, we dive deep into the world of Uncommon Yield investing, exploring unique income-generating opportunities in diverse areas such as crypto, stocks, and options. This insightful conversation covers everything you need to know about maximizing your financial independence and securing long-term wealth in today's ever-changing market landscape.
The UncommonYield interview highlights the principles and practices behind self-sovereign money, providing an in-depth look at the strategies employed by savvy investors who prioritize stability and growth. Learn how to take control of your financial future by utilizing various investment vehicles, including cutting-edge crypto investments, traditional stocks, and the lucrative world of options trading.
Throughout the podcast, our experts break down the core concepts of Uncommon Yield investing and explain how anyone can harness the power of income-generating assets for long-term success. Whether you're a seasoned investor or just beginning your journey into the world of finance, this interview offers valuable insights and actionable advice that can help you achieve your financial goals.
Don't miss out on this essential information! Subscribe to Lead-Lag Live for more insightful interviews, expert advice, and the latest updates on Uncommon Yield investing and income-generating opportunities in crypto, stocks, and options.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Trading is a crazy side hustle.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this eye-opening interview, we delve deep into the fallacy of technical analysis with John Moser, an experienced financial expert who has spent years studying the markets and developing his own unique approach to investing. If you're interested in learning about the flaws in conventional technical analysis and how it can sometimes lead you astray, this podcast is a must-listen!
In this exclusive interview on the fallacy of technical analysis, John Moser shares his insights into the limitations and pitfalls of relying solely on charts and patterns for stock market prediction. We discuss the common misconceptions surrounding technical analysis, its effectiveness in predicting stock prices, and how it can often create a false sense of security for investors.
Throughout our conversation, John highlights the importance of considering other factors, such as macroeconomic data, industry trends, and company fundamentals, when making investment decisions. By acknowledging the limitations of technical analysis, you can develop a more comprehensive and informed approach to investing in stocks.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Artificial intelligence isn't as intelligent as you think when it comes to investing.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this thought-provoking podcast, we dive deep into the fascinating world of artificial intelligence (AI) and its role in shaping the future of the stock market. We bring you an exclusive Ernest Chan interview, where the expert shares his insights on how stocks and artificial intelligence are inevitably intertwined and the potential pitfalls of relying solely on AI for investment decisions.
As the title suggests, artificial intelligence is indeed changing the way we approach stocks and investments. But is it always a positive change? Through our Ernest Chan interview, we examine the strengths and weaknesses of AI-powered algorithms and their impact on stock market performance. This podcast will provide you with a comprehensive understanding of the ever-evolving relationship between stocks, artificial intelligence, and the future of investing.
Throughout the podcast, we discuss important topics such as the limitations of AI in predicting stock market trends, how human intuition still plays a significant role in making sound investment decisions, and the potential risks of solely relying on AI-driven strategies. By highlighting these key points, our goal is to provide a balanced perspective on the role of artificial intelligence in the world of stocks and investments.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Not all retail traders and finance and crypto bros.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this exclusive interview, we sit down with Ardi Aaziznia, a leading expert in the world of retail trading, to discuss the often-misunderstood world of retail traders. With years of experience under his belt, Ardi shares his unique insights and debunks common misconceptions surrounding this frequently debated topic. Don't miss out on this engaging and informative conversation, perfect for anyone interested in the financial markets and the role retail traders play.
The podcast is here to set the record straight on what retail trading is all about. Our host conducts an in-depth retail traders Aardi Aaziznia interview, where we explore the challenges and opportunities faced by retail traders in the ever-evolving landscape of financial markets. Ardi shares his knowledge and experiences, providing an insider's perspective on what it takes to succeed as a retail trader.
Throughout the interview, we delve into the common myths and misconceptions surrounding retail trading, shedding light on the actual role retail traders play in the financial markets. Ardi Aaziznia shares his expertise on various trading strategies, risk management, and the importance of discipline and patience in the world of retail trading.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Price and volume are all that matter.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Discover the secrets to successful trading in our latest podcast, where we dive deep into the world of trading volume and price analysis. Join us as we explore these critical aspects with renowned trading expert, Anna Coulling, in an exclusive interview you won't want to miss.
In this insightful discussion, we unveil the connection between trading volume and price, and how understanding this relationship can lead to a "Eureka moment" for traders. Anna Coulling shares her invaluable knowledge on this topic, drawing from her years of experience in the industry. She will provide practical tips and strategies that can help both beginners and seasoned traders alike improve their trading skills and maximize their profits.
Throughout the interview, we discuss Anna Coulling's journey in the trading world, her trading philosophy, and how she overcame various challenges to become a successful trader. You'll get to hear about her unique approach to analyzing trading volume and price, as well as how combining these elements can significantly improve your trading decisions.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s a manufactured crisis until it’s not.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this eye-opening interview, renowned financial expert Porter Collins discusses the complex challenges facing today's banks amid an ongoing crisis and the inevitable credit contraction. This captivating discussion sheds light on the intricate web of issues that banks have to navigate to survive and thrive in the current economic climate.
Throughout the interview, Porter Collins shares his vast knowledge and expertise on the subject, touching on essential topics such as the banks' crisis management strategies, regulatory environments, and the potential impact of credit contraction on the global economy. This must-listen podcast serves as a valuable resource for anyone interested in gaining a deeper understanding of the financial sector or seeking insights into the possible solutions and future developments for banks.
Some key highlights of the podcast include Porter Collins' take on the consequences of a prolonged credit contraction on banks, as well as an in-depth exploration of the various factors contributing to the current crisis. Additionally, the interview delves into potential solutions that banks can implement to navigate these challenging times successfully.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
April stock market correction incoming.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
In this exclusive interview, renowned financial expert Dan Niles shares his insightful perspective on the current financial crisis and its lasting impact on the world of stocks and investing. As the global economy continues to face unprecedented challenges, Niles discusses the underlying factors contributing to the ongoing bank crisis and offers valuable advice for those looking to navigate these uncertain times.
Join us as we dive deep into the fascinating world of finance with the Dan Niles Interview, where he sheds light on the hidden truths behind the economic turmoil and reveals the potential repercussions on various investment sectors. This informative podcast is a must-listen for anyone eager to broaden their understanding of the complex interplay between the market, government policies, and the banking system.
Stay ahead of the curve by learning from the best; in this podcast, you'll discover how to better manage your stocks, optimize your investing strategy, and protect your assets amidst the evolving bank crisis. Filled with expert analysis, actionable tips, and cutting-edge insights, this comprehensive Dan Niles Interview is your ultimate guide to staying financially afloat in a rapidly changing world.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There’s a lot more to trading Options than you think.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
There’s a lot more to trading Options than you think.
Welcome to our latest podcast, where we dive deep into the world of options trading with expert Imran Lakha. In this exclusive Imran Lakha interview, we explore the strategies, techniques, and mindset necessary to succeed in the highly competitive and ever-evolving world of options trading.
Join us as we uncover the secrets behind Imran's successful career and learn how you can apply his wisdom to your own options trading journey. Our insightful discussion covers everything from understanding the basics of options trading to advanced strategies, ensuring that there's something for traders of all experience levels.
In this podcast, we'll discuss:
- The essential concepts and terminology of options trading that every trader should know
- How Imran Lakha developed his unique approach to the market and what sets him apart from other traders
- The importance of risk management and discipline in options trading
- Detailed examples of Imran's favorite strategies and how you can implement them in your own trading
- Imran's outlook on the future of options trading and how you can stay ahead of the game
No matter your level of expertise in options trading, this Imran Lakha interview is packed full of valuable insights and practical tips to help you up your game.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Nothing is more toxic than a drawdown in who you associate with.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Are you tired of the toxicity that seems to follow successful traders? In this exclusive interview with TQLAGirl & TradersRetreat, we delve deep into the world of trading and discuss how to filter out the noise and negativity that often surrounds it. Our guests share their invaluable insights on dealing with toxic people, managing drawdowns, and how to stay focused on your trading journey. Don't miss out on this in-depth conversation that's guaranteed to help you navigate the challenging world of trading with confidence and poise.
In this podcast, TQLAGirl & TradersRetreat share their experiences and strategies for handling toxic people within the trading community. They discuss how crucial it is to identify and distance yourself from individuals who bring negativity and hinder your progress. By surrounding yourself with like-minded and supportive individuals, you can create an environment conducive to success.
One of the biggest challenges that traders face is managing drawdowns. Our experts explain how to cope with these inevitable setbacks and use them as opportunities for growth and learning. By maintaining a positive mindset and staying committed to your trading plan, you can overcome drawdowns and emerge even stronger than before.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Performance goes beyond the value of your portfolio.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Trading is far more about managing our own demons than our portfolios.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
A fascinating new way to bet on events.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Quantitative Easing is back, and it's most bullish for Treasuries.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Everything.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There's no such thing as the good ol' days.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
You don't need to know everything, just what matters most.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The pendulum has begun to swing back.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Global contagion incoming or headfake?
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The macro cycle is back.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The credit crisis is yet to come.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It turns out you can believe in Bitcoin, and still not hold it.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Dealer positioning and liquidity are everything.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Stop ignoring the cycle.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
To know what leads the market, look to the value of your own home.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The released economic data isn't telling you the truth.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Economic modeling isn't easy when history has no precedent.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The ETF industry has come a long way.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
We need personal data protection and we need it now.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Gold outside the system is different than in.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
No one does agriculture better than the U.S.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The Black Sea is more important than you think.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Economic modeling isn't easy when history has no precedent.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Economic modeling isn't easy when history has no precedent.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Teamwork makes the real estate dream work.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Always ask the question of how large your sample size is.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Journalism and currency will never be the same.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It turns out, Airbnb could be the catalyst for a housing deflation bust.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Molybdenum is a store of value.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Always go to the source.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Benefit from the unknowable tomorrow.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
From nothing to everything.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Hey now, you're an all-star.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
All the right things are happening...for now.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
All markets have 4 stages.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Unpopular opinion: Tesla's stock is volatile AF.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The Federal Reserve has made the whole world unstable.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Tech stocks continue to surprise.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
No one can predict the future.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s time for a very important conversation around cannabis and the criminal justice system.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Welp, at least eggs only cost $129.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It's all about perspective.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
He's a reformed hedge fund manager for a reason.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Why are banks buying up so much gold?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Time to interview myself.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What is really going on at the Federal Reserve?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Some news matters more than others.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Demographics are destiny.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The most obvious contrarian trade of all is Uranium.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The Fed is the tail risk.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
That which is complex often fails.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Unpopular opinion: the bear market is over.
Or is it?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
HIGHERORBIT
Recorded in the back of a legal dispensary , obtain a higher orbit with our latest drop!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Time for the some harsh reality.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Enough beta.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Unpopular opinion: the FOMC doesn’t matter now.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Unlimited debt?
Unlimited pain.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What does Alice In Wonderland have to do with the economy?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
His friends call him Trader Vic.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Something bigger is happening in the labor force.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Uncertainty is an uncomfortable position.
But certainty is an absurd one.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s going to be difficult for a long time.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
And now comes the commodity melt-up.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
He is credited with the creation of humanity from clay, and of defying the gods by stealing fire and giving it to mankind.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Was that it for the Bitcoin rally?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What if high rates actually are bullish for real estate development?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Is the chase on?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What in the world is R?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
How do you develop a sustainable edge?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s time to talk to The Big Red Machine about the Broken Washington Machine.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What does it take to trade grains?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
How do you become a master trader?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
He’s got more energy than Solar.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There’s a whole new opportunity emerging when it comes to Bitcoin mining.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Macro talk needs geopolitical talk.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
How can we change incentives?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There are some bad charts out there.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The housing market is about to get a lot more disorderly.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
2022 was the year for a duration crisis.
2023 will be the year of a credit crisis.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Bears are coming out of their caves.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Can everyone possibly be right?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
You can’t be a good trader unless you understand momentum.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The long-term is just a rolling series of short-terms.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Asia is the story for 2023.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Value never goes out of style.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code YOUTUBE30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Anyone else tired of systemic risk?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Investors are very good at overshooting on narratives.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
One day, crypto scandals will end.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
You can’t spell ETF King without Dierking and TF.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Spoiler alert: not with memes.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Crypto winter is more dangerous than you think.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Lost decade ahead?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
In the end, it’s all about the neurons.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
How far are we from an everything bottom?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Are investors underestimating geopolitical risks?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Something is different.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Is the worst yet to come?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Current policies are absurd.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Beware the bull market in cobblers.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Compete with yourself, not others.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
ChatGPT is both fascinating and weird.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s time to get some serious intelligence.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What are realistic ways of dealing with uncertainty?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It’s not as clear of a trend as you think.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There’s no one better to talk about housing and doing right by others.
How did we even get here?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What if I told you real risk-off favors Gold over the Dollar?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
How did we even get here?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
US credit downgrade incoming.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The long-term is just a rolling series of short-terms.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
What if I told you farms are the true store of value?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Both the bond market and stock market are wrong.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Context is King.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Where there’s a Will, there’s a way.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Risk-off trading will look different on the next leg down.
Don't forget to like, share, and subscribe!
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Check out Lead-Lag Live on all your favorite podcast platforms.
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code YOUTUBE30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Will Gold finally explode higher?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The Dollar top is not in.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Canada is a bigger risk to the global economy than you think.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
Be the outlier.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
The losses are the cost of tuition.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It all starts and ends with trading psychology.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
It may finally be here.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
ExecU the Podcast
If you're looking to grow as a leader and want to root your journey in insights from...
Listen on: Apple Podcasts Spotify
The Rich Somers Report
Want to build wealth through real estate investing? Give this new podcast a listen!
Listen on: Apple Podcasts Spotify
Bridging Business & IT
PMI Global Summit Featured Presentation - The Biggest Constraint in IT Project
Listen on: Apple Podcasts Spotify
Foodies unite…with HowUdish!
It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!
Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today:
There’s some good income out there.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It may comes down to taxes after all.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Business doing good
Interviews with CEOs of companies where making a difference is as key as making a profit.
Listen on: Apple Podcasts Spotify
Intelligent Investing with Glenn Leest
This podcast covers all topics related to Investing with Glenn Leest
Listen on: Apple Podcasts Spotify
We are all learning along the way.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Poucos.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It’s time to talk about the Tao of Trading.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The idea that companies can operate without a boss is nonsense.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It’s a threat to democracy.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Everything Bear Market started within weeks of the GameStop spike.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
His hair is a store of value.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Believe it or not, it’s good to think long-term.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
There’s more going on with tech companies than just layoffs.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The trend few are talking about.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It's time to rebuild.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
He’s never afraid to speak the truth.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
From staircase to elevator to staircase again.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Will China reopening be disinflationary as supply chains get back to normal?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
You know you're right when the counter-argument is an insult.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Sucker's rally or lasting melt-up?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
What in the world is a long-only manager supposed to do?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Every great company started small.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
It's time for India to emerge.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
But for how long?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Crash or melt-up?
There's not much time left.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
We need a third option.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Full Stack Food
Full Stack Food is all about food and innovation.
Listen on: Apple Podcasts Spotify
Rumors of Bitcoin's death have been greatly exaggerated.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
What if we just saw the everything bottom?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Bull market in doom?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
You can't understand the present unless you understand the past.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It’s time to go beyond common stocks.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The scary thing about inflation is that recession may not break it.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It's time to say the quiet thought out loud.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
We’re only in the 2nd inning.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Let’s talk about left and right brain investing.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Time to get Money Wise.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
What's really happening to manufacturing?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Just how much trouble is Tesla in?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It’s time to talk about trading sardines.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
He’s a mystery wrapped in an enigma.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Venture Europe
personal conversations with the entrepreneurs and investors reshaping our future
Listen on: Apple Podcasts Spotify
The financial services industry is ripe for innovation.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
He’s worried.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The UK pension crisis is a warning.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Prime Venture Partners Podcast
A podcast for entrepreneurs who are looking to build & grow their startups...
Listen on: Apple Podcasts Spotify
Markets are like classical music.
And the crescendo nears.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Prime Venture Partners Podcast
A podcast for entrepreneurs who are looking to build & grow their startups...
Listen on: Apple Podcasts Spotify
There's nothing Spacious about the economy now.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
DIY House Medic
Get the cure for whatever ails your house, or give it a facelift. The Dr. is in!
Listen on: Apple Podcasts Spotify
It’s time to break society’s rules.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
There is a clear disconnect underway.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Time for bulls to return.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
There is a clear disconnect underway.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
You can't understand markets unless you understand the psychology of us.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
It's time to talk about investment strategies.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Central Bank Digital Currencies will destroy the world.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Slashing oil production is a big deal.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
It's time to get a CEO's perspective on the energy crisis.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
It’s time to talk about Uranium from a CEO’s perspective.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
He's never seen anything like this before.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Economic data will never be the same.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
It's time to talk about stores of value.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Competition is dead in the United States.
You’re all being lied to.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
A much bigger problem lies ahead of us.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
The investment community is wrong.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
You are what you risk.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foresight: The CPA Podcast
Hear about how sustainability is integrating into the business world.
Listen on: Apple Podcasts Spotify
Optionality is key.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foresight: The CPA Podcast
Hear about how sustainability is integrating into the business world.
Listen on: Apple Podcasts Spotify
He's never seen anything like this before.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foresight: The CPA Podcast
Hear about how sustainability is integrating into the business world.
Listen on: Apple Podcasts Spotify
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foresight: The CPA Podcast
Hear about how sustainability is integrating into the business world.
Listen on: Apple Podcasts Spotify
It's time to call out some bullsh*t.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Foresight: The CPA Podcast
Hear about how sustainability is integrating into the business world.
Listen on: Apple Podcasts Spotify
Would three quarters of negative GDP qualify as a recession?
Asking for a friend.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Dr. Wyatt Show: Relationships & Marriage Podcast
Welcome to the leading relationships and marriage podcast, the Dr. Wyatt Show.
Listen on: Apple Podcasts Spotify
Now it's America's turn.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starring Chris Irons, Doomberg, Alex Epstein, Deer Point Macro, Alfonso Peccatiello, Chris Martenson, Le Shrub, Andy Constan, Tracy Shuchart, Daniel Lacalle, Jim Bianco, Wall Street Silver, Josh Young, and George Noble.
Produced and directed by Michael A. Gayed, CFA
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
You can't have a strong market without a strong rule of law.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Rumors of technology's death are greatly exaggerated.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
"Judge a man by his questions rather than his answers." - Voltaire
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
The truth will set you free, and also destroy you.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Gold, goats, and geopolitics.
You can't understand investing unless you know what happens next geopolitically.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Smart Passive Income Podcast
Weekly interviews, strategy, and advice for building your online business the smart way.
Listen on: Apple Podcasts Spotify
What are underlying market dynamics saying in the context of all this doom and gloom?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
We are our own worst enemies.
You can't understand investing unless you know what happens next geopolitically.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
You can't understand investing unless you know what happens next geopolitically.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
This has been going on for longer than you think.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
We gonna need more than $10k forgiven fam.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
Price is truth.
But it can lie too.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Greg Show
Channeling good energy throughout all aspects of life
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
Housing is local until it’s not.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Daily Dad
The audio companion to DailyDad.com’s daily email meditations on fatherhood, read by...
Listen on: Apple Podcasts Spotify
The Greg Show
Channeling good energy throughout all aspects of life
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
What if the Fed can't stop inflation?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Daily Dad
The audio companion to DailyDad.com’s daily email meditations on fatherhood, read by...
Listen on: Apple Podcasts Spotify
The Greg Show
Channeling good energy throughout all aspects of life
Listen on: Apple Podcasts Spotify
Time to make the bull case.
Or not.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Daily Dad
The audio companion to DailyDad.com’s daily email meditations on fatherhood, read by...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Investing in Uranium is about to get more interesting.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Make A Move Podcast
Make A Move Podcast showcases stories of how people have found creative ways to live...
Listen on: Apple Podcasts Spotify
The Daily Dad
The audio companion to DailyDad.com’s daily email meditations on fatherhood, read by...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
I'm going to need some comfort food during this conversation.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Make A Move Podcast
Make A Move Podcast showcases stories of how people have found creative ways to live...
Listen on: Apple Podcasts Spotify
The Digital Distillery - A Travel Guide to Digital Media & Marketing
Digital Media Marketing Insights distilled in a digestible document-ish style drop
Listen on: Apple Podcasts Spotify
It's beyond higher prices.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Make A Move Podcast
Make A Move Podcast showcases stories of how people have found creative ways to live...
Listen on: Apple Podcasts Spotify
The Digital Distillery - A Travel Guide to Digital Media & Marketing
Digital Media Marketing Insights distilled in a digestible document-ish style drop
Listen on: Apple Podcasts Spotify
The Daily Dad
The audio companion to DailyDad.com’s daily email meditations on fatherhood, read by...
Listen on: Apple Podcasts Spotify
If you believe the bear market is over, I have $170 trillion of unfunded liabilities to sell you.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Should You Take That Case?
The goal of our show is to be a resource for legal professionals who pursue medical...
Listen on: Apple Podcasts
Make A Move Podcast
Make A Move Podcast showcases stories of how people have found creative ways to live...
Listen on: Apple Podcasts Spotify
The Fed doesn't have inflation under control.
Oil has inflation under control.
Also.
There are no gurus, only Josh Youngs.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Should You Take That Case?
The goal of our show is to be a resource for legal professionals who pursue medical...
Listen on: Apple Podcasts
Make A Move Podcast
Make A Move Podcast showcases stories of how people have found creative ways to live...
Listen on: Apple Podcasts Spotify
The Digital Distillery - A Travel Guide to Digital Media & Marketing
Digital Media Marketing Insights distilled in a digestible document-ish style drop
Listen on: Apple Podcasts Spotify
It’s time to talk about interest rate volatility with the creator of the MOVE Index.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Intelligent Investing with Glenn Leest
This podcast covers all topics related to Investing with Glenn Leest
Listen on: Apple Podcasts Spotify
My Money
Planning for your financial future isn’t easy – You deserve a community that supports...
Listen on: Apple Podcasts Spotify
Should You Take That Case?
The goal of our show is to be a resource for legal professionals who pursue medical...
Listen on: Apple Podcasts
It’s time to talk about market structure again.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Intelligent Investing with Glenn Leest
This podcast covers all topics related to Investing with Glenn Leest
Listen on: Apple Podcasts Spotify
My Money
Planning for your financial future isn’t easy – You deserve a community that supports...
Listen on: Apple Podcasts Spotify
Everything we are being told about energy is wrong.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Intelligent Investing with Glenn Leest
This podcast covers all topics related to Investing with Glenn Leest
Listen on: Apple Podcasts Spotify
My Money
Planning for your financial future isn’t easy – You deserve a community that supports...
Listen on: Apple Podcasts Spotify
Conversations with Rich Bennett
I encourage you to eavesdrop on the conversation
Listen on: Apple Podcasts Spotify
Winter is coming.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
A Change Mindset
Push through the fear and face change head-on through the power of our guest's stories.
Listen on: Apple Podcasts Spotify
And the Tony Award goes to...
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
A Change Mindset
Push through the fear and face change head-on through the power of our guest's stories.
Listen on: Apple Podcasts Spotify
Intelligent Investing with Glenn Leest
This podcast covers all topics related to Investing with Glenn Leest
Listen on: Apple Podcasts Spotify
Are we in a lost decade for stocks.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Taming the Hustle... or Something of the Sorts
An entertaining mix of financial advice, marketing/business tips, and a lot of humour.
Listen on: Apple Podcasts Spotify
It's time to talk about volatility.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Taming the Hustle... or Something of the Sorts
An entertaining mix of financial advice, marketing/business tips, and a lot of humour.
Listen on: Apple Podcasts Spotify
It's time to talk about volatility.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Taming the Hustle... or Something of the Sorts
An entertaining mix of financial advice, marketing/business tips, and a lot of humour.
Listen on: Apple Podcasts Spotify
Buzzsprout — Easiest Way to Start a Podcast
Start podcasting today. It's the easiest way to start, grow, and monetize your podcast.
Canada's housing bubble is serious.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
Taming the Hustle... or Something of the Sorts
An entertaining mix of financial advice, marketing/business tips, and a lot of humour.
Listen on: Apple Podcasts Spotify
This might get heavy.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
The world is breaking apart.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
There are bulls.
There are bears.
But nothing is more ferocious than a deer.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Queens On A Roll
This podcast was created to educate & inspire people about the ably different...
Listen on: Apple Podcasts Spotify
"Modern Polygyny" polygamy, dating, and marriage
Modern Polygyny covers topics such as, Non-monogamous relationships, monogamous...
Listen on: Apple Podcasts Spotify
What do you do when everything is risky?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Buzzsprout — Easiest Way to Start a Podcast
Start podcasting today. It's the easiest way to start, grow, and monetize your podcast.
It’s time to talk about my right eye.
It’s time to talk about Lumber.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Buzzsprout — Easiest Way to Start a Podcast
Start podcasting today. It's the easiest way to start, grow, and monetize your podcast.
Winter is coming.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
After Hours Entrepreneur: An Entrepreneurs Guide to 6-Figures
Take action. Build a business and life you love!
Listen on: Apple Podcasts Spotify
Buzzsprout — Easiest Way to Start a Podcast
Start podcasting today. It's the easiest way to start, grow, and monetize your podcast.
Rip-your-face-off stock market rallies happen in recessions before lower lows.
Is that what’s happening now?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Dirt Road Discussions
Anything and everything about agriculture. We talk to captivating people who are...
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
After Hours Entrepreneur: An Entrepreneurs Guide to 6-Figures
Take action. Build a business and life you love!
Listen on: Apple Podcasts Spotify
Did we just experience a sucker’s rally?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Dirt Road Discussions
Anything and everything about agriculture. We talk to captivating people who are...
Listen on: Apple Podcasts Spotify
Master Red: The Charizard TCG and Pokemon podcast
Podcast about Pokemon News, In Game Events, Championships for all games, and Deck Build
Listen on: Apple Podcasts Spotify
You can't form an investment thesis without understanding the potential of a larger war.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Dirt Road Discussions
Anything and everything about agriculture. We talk to captivating people who are...
Listen on: Apple Podcasts Spotify
BREAKING: NO ONE CAN SEEMINGLY FIGURE OUT THIS MARKET AND ECONOMY.
But he can.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Dirt Road Discussions
Anything and everything about agriculture. We talk to captivating people who are...
Listen on: Apple Podcasts Spotify
Time to get richer, wiser, and happier.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Just when you thought the relief rally could be trusted, a new threat emerges.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Believe it or not, the Fed may not be telling us the truth about tightening.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Alpha Uncut
If you are ANTI-‘WOKE’ and love freedom, entrepreneurship, success, financial literacy,...
Listen on: Apple Podcasts Spotify
Spilling Realty
Welcome to Spilling Realty. Two Maryland Realtors spilling the tea on all things real...
Listen on: Apple Podcasts Spotify
Economic recession = housing recession.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
The Digital Distillery - A Travel Guide to Digital Media & Marketing
The Digital Distillery takes place all across Europe, bringing together some of the...
Listen on: Apple Podcasts Spotify
Alpha Uncut
If you are ANTI-‘WOKE’ and love freedom, entrepreneurship, success, financial literacy,...
Listen on: Apple Podcasts Spotify
It’s time to talk about psychology.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
The Digital Distillery - A Travel Guide to Digital Media & Marketing
The Digital Distillery takes place all across Europe, bringing together some of the...
Listen on: Apple Podcasts Spotify
Alpha Uncut
If you are ANTI-‘WOKE’ and love freedom, entrepreneurship, success, financial literacy,...
Listen on: Apple Podcasts Spotify
A crazy world sometimes requires crazy ideas.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
UNBOUND: Saybrook Insights with President Nathan Long
Saybrook Insights is a podcast featuring education & community innovators!
Listen on: Apple Podcasts Spotify
Sometimes it's good to buy things that are actually down.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
UNBOUND: Saybrook Insights with President Nathan Long
Saybrook Insights is a podcast featuring education & community innovators!
Listen on: Apple Podcasts Spotify
Are investors actually just long-term traders?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Just how far will real estate fall?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
What does experience teach us about volatile markets?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
It's time to talk about venture capital in a bear market.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
What's the best way to identify the next big trade?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
UNBOUND: Saybrook Insights with President Nathan Long
Saybrook Insights is a podcast featuring education & community innovators!
Listen on: Apple Podcasts Spotify
What if Oil repeats the pattern of 2008?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
UNBOUND: Saybrook Insights with President Nathan Long
Saybrook Insights is a podcast featuring education & community innovators!
Listen on: Apple Podcasts Spotify
A bear market typically ends when everyone is convinced it's just getting started.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
The endpoints don’t matter.
It’s all about the dance in between.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
It's time to talk about Uranium again.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
Stocks, bonds, commodities, and more.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
Master Your Mindset With Coach Marc
Develop the leadership mindset, skills + confidence to make a bigger impact in less time!
Listen on: Apple Podcasts Spotify
New world order?
Liberal world order?
Tf?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Greg Krino Show
Veteran, pilot, and attorney - Greg Krino - takes you on a deep-dive with experts to...
Listen on: Apple Podcasts Spotify
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
We All Have Something
A podcast about the human experience. A podcast about celebrating our authentic self.
Listen on: Apple Podcasts Spotify
Time to go to the Eurodollar University and get schooled.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Greg Krino Show
Veteran, pilot, and attorney - Greg Krino - takes you on a deep-dive with experts to...
Listen on: Apple Podcasts Spotify
The Future Is Freelance
This show is for freelancers, sole traders, solopreneurs, digital nomads, consultants,...
Listen on: Apple Podcasts Spotify
There are some insanely underpriced investment opportunities now.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Greg Krino Show
Veteran, pilot, and attorney - Greg Krino - takes you on a deep-dive with experts to...
Listen on: Apple Podcasts Spotify
Don’t be afraid to change your mind if the charts tell you to.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
It's time to talk about the VIX.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Let's talk logistics.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
What is the Fed doing?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Exceptional Parents, Extraordinary Challenges
Being a parent is challenging enough - parenting a child with extraordinary challenges...
Listen on: Apple Podcasts Spotify
It's time to talk about Uranium and Oil again.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.” Charles Bukowski
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
It's time to start talking about lowering rates again.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Bo & Luke Show™
Personal and Professional Development to help you be, know, and DO better!
Listen on: Apple Podcasts Spotify
ADHD Big Brother - ADHD and Depression Solutions, Laughter, and Thoughts
Short episodes filled with humor, insights, and strategies that can transform your life!
Listen on: Apple Podcasts Spotify
Your ability to stick to a strategy matters more than the strategy itself.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
The Bo & Luke Show™
Personal and Professional Development to help you be, know, and DO better!
Listen on: Apple Podcasts Spotify
How loud will the market roar?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
The long term fundamentals for Energy are undeniable.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
What is the endgame for Russia?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
Buy when there’s blood and cannabis in the streets.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
Remember the GFC?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
The bond crash might be over.
Which means an inflation crash might have begun.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Engine Builder's Show
How do you build sustainable engines in your business and personal life so you can...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
The Bitcoin crash is the best thing to happen to Bitcoin.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Engine Builder's Show
How do you build sustainable engines in your business and personal life so you can...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Retail Done Right
We’ve entered a new era of retail, the era of the Customer Channel, where Shoppers...
Listen on: Apple Podcasts Spotify
Bear market melt-ups are fun until they aren't.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Stop Drinking and Start Living
Find emotional freedom from alcohol without labels, counting day, or making excuses.
Listen on: Apple Podcasts Spotify
The Engine Builder's Show
How do you build sustainable engines in your business and personal life so you can...
Listen on: Apple Podcasts Spotify
The Food Afield Podcast with John Schneider
Wild food ingredients, and how to acquire them! Traditional bowhunting and fly fishing.
Listen on: Apple Podcasts Spotify
Are geopolitics only furthering the stagflation narrative?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
he content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Stop Drinking and Start Living
Find emotional freedom from alcohol without labels, counting day, or making excuses.
Listen on: Apple Podcasts Spotify
The Engine Builder's Show
How do you build sustainable engines in your business and personal life so you can...
Listen on: Apple Podcasts Spotify
The Food Afield Podcast with John Schneider
Wild food ingredients, and how to acquire them! Traditional bowhunting and fly fishing.
Listen on: Apple Podcasts Spotify
The gold standard needs to make a comeback.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Podcasting Power Hour
One Hour of Podcasting Q&A with Jeff Townsend, aka The Podcast Father, Greg founder of...
Listen on: Apple Podcasts Spotify
Stop Drinking and Start Living
Find emotional freedom from alcohol without labels, counting day, or making excuses.
Listen on: Apple Podcasts Spotify
The Engine Builder's Show
How do you build sustainable engines in your business and personal life so you can...
Listen on: Apple Podcasts Spotify
There’s a stealth war being waged we need to talk about.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Homebuilders are the canary.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
“Remember, today is the tomorrow you worried about yesterday.” - Dale Carnegie
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Believe it or not, there are real values out there.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
nstagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Higher rates won’t do much to stop inflation.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The only way out is either hyperinflation or defaulting to the Fed.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Personal Finance Podcast
Subscribe now and Master Your Money in Less than 30 Minutes Per Week!
Listen on: Apple Podcasts Spotify
Podcasting Power Hour
One Hour of Podcasting Q&A with Jeff Townsend, aka The Podcast Father, Greg founder of...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Take every macro variable you have and throw it out the window.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Brilliant Businesses
We interview and showcase business owners with their stories, struggles and triumphs.
Listen on: Apple Podcasts Spotify
Wine is a better store of value than Bitcoin.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Brilliant Businesses
We interview and showcase business owners with their stories, struggles and triumphs.
Listen on: Apple Podcasts Spotify
He is Stock Trader's Almanac personified.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Brilliant Businesses
We interview and showcase business owners with their stories, struggles and triumphs.
Listen on: Apple Podcasts Spotify
Alternatives are no longer an alternative to making money.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
VanRein Compliance Podcast
Learn how you can secure the future of your business with a clear plan to reduce your...
Listen on: Apple Podcasts Spotify
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Inflation isn't a monetary phenomenon.
It's a leadership phenomenon.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
VanRein Compliance Podcast
Learn how you can secure the future of your business with a clear plan to reduce your...
Listen on: Apple Podcasts Spotify
More Than A Dad Podcast
How’s Dad Life? Have you mastered the juggling act of balancing parenting,...
Listen on: Apple Podcasts Spotify
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Is the best way to counter soaring food prices to buy farmland?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
VanRein Compliance Podcast
Learn how you can secure the future of your business with a clear plan to reduce your...
Listen on: Apple Podcasts Spotify
More Than A Dad Podcast
How’s Dad Life? Have you mastered the juggling act of balancing parenting,...
Listen on: Apple Podcasts Spotify
Algos don't know math, only levels.
Minyans don't know levels, only Todd Harrison.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
VanRein Compliance Podcast
Learn how you can secure the future of your business with a clear plan to reduce your...
Listen on: Apple Podcasts Spotify
What you have coming is a credit crisis.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
Career Sweetspot
A Greenhouse Coaching podcast for career and leadership growth.
Listen on: Apple Podcasts Spotify
VanRein Compliance Podcast
Learn how you can secure the future of your business with a clear plan to reduce your...
Listen on: Apple Podcasts Spotify
Investing is a journey, not a race.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
Career Sweetspot
A Greenhouse Coaching podcast for career and leadership growth.
Listen on: Apple Podcasts Spotify
Quantitative tightening and soaring interest rates are a much bigger deal than most realize.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
The energy transition is going to be very bumpy.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
Believe it or not, one can be bullish and bearish at the same time.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
Welcome to economic insanity.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
The Canadian Money Roadmap
Learn how to invest smarter, reduce taxes and retire with confidence
Listen on: Apple Podcasts Spotify
"When the time comes to buy, you won't want to." - Walter Deemer
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views 0expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
Shorting is an active form of free speech.
And it won’t be cancelled this time.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
He's a top performing manager in Europe.
And he speaks French.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
What is retail to do?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The Green Mountain Podcast with Gabe Arnold
How do you take your landscaping company from nothing to raking in over $10,000,000 a...
Listen on: Apple Podcasts Spotify
How do you trade what looks like an untradeable market?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
The trend is only your friend if you can build a way to define it.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
The Real Estate UnSalesperson
Not a natural born salesperson? Don’t consider yourself to be a "salesy”? Welcome!
Listen on: Apple Podcasts Spotify
It's time to talk about options trading and stock market volatility.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Could the near-term bottom for #stocks be in?
And what about bonds?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Michelangelo himself could not have painted a picture of an "energy crisis" better than this.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
Fundamentals?
Technicals?
Macro?
Randomness?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
What's going on with supply chains?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
The best investments tend to be the ones that sucked for years.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
What if I told you prices will stay elevated in everything except the commodities market?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
Has inflation peaked or is it just getting started?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Starfleet Leadership Academy - Leadership Through Star Trek
Leadership, the final frontier. Leadership development told through the lens of Star Trek
Listen on: Apple Podcasts Spotify
What if the S&P 500 completely went roundtrip and gave back all gains post Covid?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Diversification of strategies is key.
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code YOUTUBE30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Treasuries are starting to act like they should.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Your Future in Sales & Marketing
A podcast that can help you make great decisions to get the most out of your Sales &...
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
This can’t persist much longer.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
The Week On Earth
Peabody Award winning producer brings you the strangest climate stories on our planet.
Listen on: Apple Podcasts Spotify
What if I told you prices will stay elevated in everything except the stock market?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
The Week On Earth
Peabody Award winning producer brings you the strangest climate stories on our planet.
Listen on: Apple Podcasts Spotify
Behavior is everything.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Black Swans are everywhere.
And Oil may be next to surprise everyone.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
Fairy Sleepy: Fall asleep fast
Trouble sleeping? Want to fall asleep and stay asleep? Then this podcast is for you....
Listen on: Apple Podcasts Spotify
Time for trash stocks to rally hard?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
Fairy Sleepy: Fall asleep fast
Trouble sleeping? Want to fall asleep and stay asleep? Then this podcast is for you....
Listen on: Apple Podcasts Spotify
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
Narratives say one thing.
Charts say another.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Ad To The Bone
Your digital advertising, AdTech & programmatic advertising podcast
Listen on: Apple Podcasts Spotify
Fairy Sleepy: Fall asleep fast
Trouble sleeping? Want to fall asleep and stay asleep? Then this podcast is for you....
Listen on: Apple Podcasts Spotify
Great Depression ahead?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
We're running out of diesel fam.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
It’s not just about the Fed.
It’s also about lack of competition to bring inflation down.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Being an Engineer
Industry knowledge & best practices that will accelerate your engineering learning curve.
Listen on: Apple Podcasts Spotify
Is nuclear the only way?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
Sooooo are we all screwed?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
The stock market is about to get more interesting.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
Remember currency stability?
Yeah.
Me neither.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
Before Muhammad Ali.
Before Dwayne The Rock Johnson.
He was the original People’s Champ.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
The Enthusiasm Project
Deep dives exploring the world of what it means to be an independent creator.
Listen on: Apple Podcasts Spotify
If we really are in a bear market, does shorting make sense?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Ad To The Bone
Your podcast for digital advertising, AdTech & programmatic advertising
Listen on: Apple Podcasts Spotify
Is a global recession ahead?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadl
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Stop Drinking and Start Living Podcast With Expert Holistic Alcohol Coach, Mary Wagstaff
Practical Tools & Strategies To Get Alcohol Out Of Your Way & Enhance Your Life
Listen on: Apple Podcasts Spotify
She's an advocate for small business entrepreneurs.
She's also an advocate for big hair.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Fishing the DMV
Join Thomas Arens as he explores the fishing opportunities around the...
Listen on: Apple Podcasts Spotify
There's only one guy I want to talk to about the Fed.
And that's the Fed guy himself.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Grow Your Audience
How do I start a business online? Grow my email list & social media? Make sales & build...
Listen on: Apple Podcasts Spotify
Will the correlation of Bitcoin to stocks end?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Is the world going to hell with inflation?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
The Pursuit of Manliness
Vigorously Equipping Men to Pursue Biblical Manliness
Listen on: Apple Podcasts Spotify
The man behind Bollinger Bands speaks.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Everything is in trouble.
Except Lead-Lag Live.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
How is growth looking in China?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
The Last Great Bubble is faith in the Fed.
And every bubble bursts.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
The world should have never normalized lockdowns.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Your home is about to be worth less.
Which means inflation narratives are worthless.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here:
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
The decisive weapon against authoritarian kleptocracy will be transparency.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Narrative tachycardia is one of the symptoms of a delusional investor.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Most people have no clue how treacherous the stock market has become.
But not him.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
The man behind the Dollar Milkshake Theory returns.
And he has been spot on.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
From a short research firm, to going long biased.
How hard is the business side of the investing business?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here:
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Tales from a car salesman
Ask me anything about sales I am one of the top Kia salesmen in the entire nation! I...
Listen on: Apple Podcasts Spotify
Listen to AND is the future hosted by Solvay CEO Ilham Kadri
Thought leaders around the globe explain how companies can be sustainable AND profitable.
Listen on: Apple Podcasts Spotify
Does the stock market have the inflation narrative wrong?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Fairy Sleepy: Fall asleep fast
Trouble sleeping? Want to fall asleep and stay asleep? Then this podcast is for you....
Listen on: Apple Podcasts Spotify
Remember high quality jobs?
Yeah.
Me neither.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Fairy Sleepy: Fall asleep fast
Trouble sleeping? Want to fall asleep and stay asleep? Then this podcast is for you....
Listen on: Apple Podcasts Spotify
You can't be a believer in #climate change and not a believer in the investment thesis around Uranium.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Most people have no clue how much the Fed screwed up.
But these men do.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
People have no idea how insane #food prices could get.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
TALK4
4 question podcasts where we interview interesting and talented people. Always filled...
Listen on: Apple Podcasts Spotify
Pattern recognition is the basis of all decisions in markets and in life.
Which matter most?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Smells Like Humans
Like spending time with funny friends talking about curious human behavior.
Listen on: Apple Podcasts Spotify
TMAC Fitness. 20 Minute Home Workouts
Beginner and Advanced Workouts. No equipment. Each Workout Ends with a Meditation.
You can't understand the #energy #crisis unless you understand what #China is doing about it.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It's the end of the world, and I feel fine.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
A bear market is coming to end.
But for stocks or bonds?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The mental #health pandemic is even bigger and more destructive than Covid19.
And #psychedelics are part of the solution.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
He’s got the most number of followers on Seeking Alpha and knows a thing or two about dividends.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Crypto is at an inflection point.
And so is housing.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It's time to talk about behavioral investing.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
What's a value trap when it comes to the stock market?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
How should we think about bull and bear markets?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
If you haven’t noticed, food prices are getting insane.
And silver and gold might be next.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Life is about constantly graduating to the next level.
And the higher you move up, the more demanding the requirements become.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
“For human beings to flourish for decades and generations to come, we need to be doubling down on fossil fuels.”
Agree or disagree?
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
It's time to talk about Brazil.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The Federal debt is about to matter.
And it's time to move beyond the forest for the trees.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The only thing to fear is fear itself…
…and the VIX breaking about 40, of course…
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Anyone else think the recent devastation in China stocks is in anticipation of China invading Taiwan?
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
History doesn’t exactly repeat, but it sure as hell rhymes.
What does history tell us about markets and war?
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Total US debt isn’t $30 trillion.
It’s actually $137 trillion.
You can buy an entire planet for how much debt the government owes.
Good luck Powell.
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
The #Fed is about to raise rates into a #recession.
What??
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Meanwhile, nearly every spike in Oil prices precedes a recession.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
We’ve talked macro.
We’ve talked fundamentals.
Now we talk about price.
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Oil bears have it wrong.
And we're heading for a crisis.
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
Inflation now stands at four decade high of 7.9% —
And the war has just begun.
Powell can’t fix this.
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
YouTube: https://www.youtube.com/c/theleadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadla
And it needs to change now.
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
With stocks correcting, how do you properly bet on further declines by shorting?
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)
We can't move faster than technology.
And we treat symptoms not the cause.
Don't forget to like, share, and subscribe!
Check The Lead-Lag Report on your favorite social networks.
Twitter: https://twitter.com/leadlagreport
Facebook: https://www.facebook.com/leadlagreport
Instagram: https://instagram.com/leadlagreport
Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.
Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.
The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.
See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)