Lead-Lag Live

Another Melt-Up, Another Crash With James Picerno

Jan 27, 2023
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1
Introduction
00:00 • 4min
2
Is R the Best Quant Back Tester?
03:49 • 3min
3
Is There a Sweet Spot for More Indicators?
06:47 • 4min
4
How to Determine the Correct Weight on Indicators
10:21 • 1min
5
Are We Going for a Recession?
11:51 • 4min
6
Qe3
15:29 • 4min
7
Is the Fed Fund's Target Rate Going Up?
19:21 • 2min
8
Bond Yields - Is That a Tailwind?
21:35 • 3min
9
Is There a Risk of a Debt Ceiling?
24:25 • 4min
10
Is the Summer Crash of 2011 Going Away?
28:35 • 2min
11
The National Debt Limit and the Treasury's Debt Deficit
30:07 • 2min
12
Is There a Ripple Effect on Treasury Securities?
31:55 • 2min
13
Is There a Real Debt Crash in the Stock Market?
34:00 • 3min
14
What Are Your Thoughts on Gold?
36:39 • 2min
15
The Parallels to the 2011 Summer Crash
38:35 • 2min
16
Can You Have a Recession if the Labor Market Doesn't Crack?
40:12 • 4min
17
Is the Commodity Cycle Here Theory?
43:52 • 3min
18
Is the Fed Going to Keep Rates Higher?
46:44 • 2min
19
Is the Ukraine War Going to Wind Down Soon?
48:25 • 3min