The RO Show

Rosanna Prestia
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Jul 9, 2023 • 59min

Leadlag Report On Risk, Gold, Lumber, & Markets | Michael Gayed Ep.34

Episode 34: On today's show I speak with the great Michael Gayed, CFA, entrepreneur and founder of Leadlag Report. Michael is winner of countless awards - 5x Dow & Founders Awards, he has 2 ETFs, is portfolio manager of a mutual fund, publisher of the Lead Lag Report where he provides consistent market analysis and proven high-yield investment strategies to maximize returns in volatile markets. Michael has also become a media personality and influencer with his podcast and youtube.  Background and How Michael arrived at creating Leadlag Inspiration and Michael ES Gayed's great book, "Intermarket Analysis and Investing" What is Michael's Passion? Markets, Reports, Podcasting, Music Origin of FEW, Meaning of Leadlag ETFs: RORO, JOJO Mutual Fund Macro Discussions Earnings Recession Future   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 16min

Growth, Inflation, Liquidity Talk | Aahan Menon Ep.32

Episode 32: On today's show I speak with Aahan Menon, Founder of Prometheus Research, a research service that makes institutional quality insights and provides macro analysis that is insightful & actionable. Prometheus accomplishes this by dissecting macro data in the US & then uses a rules-based quantitative approach to translate this analysis into portfolios.  Stagflationary Nominal Growth to Disinflationary Nominal Growth Slowdown Inflation Volatility to Growth Volatility Nominal Economic Activity has Decelerated with Slowdowns in Growth & Inflation Transitory Period for Stocks & Bonds Monetary & Fiscal Policies Contractionary Pressure on Business Profitability will Pressure Labor Markets Margins Compressed Inflation Stabilization Labor Market Labor Participation is Down GDP Contraction: Trade Deficit Yield Curve Inversion Prometheus ETF Core Objectives Current Regime Asset Classes ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023    
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Jul 9, 2023 • 1h 39min

Neely Tamminga "Distills" Consumer Behavior & Economics Ep.33

Episode 33: On today's show I speak with the amazing Neely Tamminga, entrepreneur, economist, & CEO and apparently an old dear friend from 2nd grade (we found out on this show!). She is a brilliant "econ nerd" entrepreneur and expert in Consumer Behavior with a super impressive background including our 2nd grade experience and our twin birthdays (this week when we recorded!) Listen to find out! • Background & Challenges  • Econ Nerd & Chief Whiteboard Artist (See...Neely is an artist & creative too!) • MACRO • Go Beyond Headlines & Under the Hood • Consumer Behavior Expert • Labor Data • Consumption Decreasing • Inflation • YEAR OF EFFICIENCY (Neely called it!) & I agree! • Business & Investing Plans • Plans for Future • We LOVE Neely!   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 36min

Failing is NOT an Option | Anne-Marie Baiynd Ep.30

Episode 30: On today's show I speak with Anne-Marie Baiynd, a serial entrepreneur - founder and owner of several successful businesses from idea to revenue generating and currently president and CEO of TheTradingBook.com (trading mentorship programs & seminars) and author of The Trading Book. An amazing Woman Leader in Business and Finance, Anne-Marie shares with us her mindset, trading psychology, market insights, and that "failing is NOT an option"! Background and Challenges Burning Desire to LEARN Failing is NOT an Option Trading Style - Time Frames, Options, Futures Technical Trading & Indicators Pattern Recognition & Probabilities Markets, Sectors, and Stocks The Trading Book - Analytics & Psychology Trading Psychology & Mindset Risk Management Future Plans   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 36min

The Reality In Macro & Markets | Ayesha Tariq Ep.31

Episode 31: On today's show I had the utmost pleasure of speaking with a risk analysis expert, Ayesha Tariq, CFA who also has expertise in macroeconomics and markets analysis. She, so graciously, provides us a reality check on the economy and markets with her vast experiences and knowledge. Reading is a daily requirement for Ayesha and it shows. Background & Challenges Current Business Endeavors and Focus Macroeconomics Analysis Rising CORE Inflation, Low Growth, Higher Deficit Spending, Less Liquidity RIsing Rates that Raise Costs of Debt and Capital Fed Funds Rate over 5% GDP & Slowed Growth: Lower Imports, Government Spending, Inventory Growth Consumption is Down Less money in the system = Demand destruction = People stop buying = Revenues decline Equity Risk Premium, SPX Expensive Earnings Recession Fundamentals Matter Margins Compressed Swing Trading & Investing Asset Classes & Emerging Countries Risk Management Future    ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 7min

Options Trading & Investing | Mando Trading Ep.29

Episode 29: On today's show I speak with Mando of Mando Trading about options trading, investing, mindset, risk management, and more. Success is a mindset game and about picking yourself up after you fail. Failures precede success. Never give up! • Market Thoughts • Trading Technicals & Fundamentals • Macro: Inflation, Slow Growth, Earnings Compression, Tight Labor Market • Options Trading Time Frames & Styles • Long Term Investing • What to Look for with Investing • Select Stocks and Sectors • Fundamentals Matter • Opportunities arise from Challenges • Risk Management • Mindset  • Remain Flexible and Keep Open Mind   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 60min

FOMC, Macro, & Market Analysis | Michael Kramer Ep.27

Episode 27: On today's show I speak with Michael Kramer, founder of Mott Capital, who has over 25+ years experience trading and investing, actively manages long-only Thematic Growth Portfolio, is a financial writer and has a subscription service called "Reading the Markets" which he created. We speak about: • FOMC Decision & Tone • Market Reaction • Inflation • Risk On Environment • Bond Yields • DXY Levels • FED Terminal Rates • Earnings • ERP = Equity Risk Premium • SPX P/E levels • Sectors and Stocks with Strength • Long Term Investing   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 54min

Gain A Winning Trading Mindset | Simon Ree Ep.28

Episode 28: On today's show I speak with Simon Ree, author of #1 Amazon Best Seller, The TAO of TRADING: How To Build Abundant Wealth In Any Market Condition. Simon has over 30 years of experience as a trader & investor, Citibank banker, adviser, senior positions at Goldman Sachs, options trader, Jeet Kune Do instructor, Reiki Master, speaker, teacher, and owner of Tao of Trading program.  • Success in All Markets with Winning Trading Mindset  • Current Market Trend • Technical Analysis of the Markets • Options Trading • VIX • Equity Risk Premium • MACRO • FED & Rate Hikes • Inflation • GDP & Slowed Growth • Recession/Stagflation • Bond Market & Dollar • TAO of TRADING Book • Mindset & Risk Management • Alternative Asset Classes • Opportunities Arise From Challenges   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 5min

Deep Dive On Macroeconomics & Markets With Global Economist, Dr. Daniel Lacalle Ep.25

Episode 25: On today's show I speak with top global economist PhD, Daniel Lacalle, about macroeconomics affecting the markets and our daily lives. Daniel is very charismatic and has a special way of simplifying complex economic information for all to comprehend and relate such as comparing the cumulative effects of inflation to gaining weight. We had lots of fun discussing economics. Inflation - Persistently Elevated Rising CORE Inflation US & Europe Stagnation Recalibration of CPI Stagflation Slowed Growth & GDP Bond Market Dollar vs Euro, Yuan Earnings Recession Fundamentals - Earnings, Compressed Margins, Guidance Opportunities Arise from Challenges Global Emerging Markets Alternative Asset Classes   ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023
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Jul 9, 2023 • 1h 9min

Inside The ETF World With Founder Of 2 ETFs | Nancy Davis Ep.26

Episode 26: On today's show I speak with Nancy Davis, Founder & CIO of Quadratic Capital "Innovative Asset Management" and 2 ETFs on the NYSE. She is part of the "100 most influential women in US Finance" and received awards such as "Rising Star" in 2014. Well she is a star and so brilliant and beautiful! We all learn something today! How this Woman Leader in Business and Finance Began Challenges Nancy Overcame Nancy's 2 ETFs on NYSE: IVOL - Quadratic Interest Rate Volatility BNDD - Quadratic Deflation ETF  Macroeconomics:  FED, Rate Hikes, & Inflation Labor Market Slowed Growth & GDP Deceleration Stagflation QT Bond Market Dollar Earnings Equities Market Alternative Asset Classes: Equities Credit FX Commodities Rates   https://www.rosannaprestia.com ✨SUBSCRIBE to The RO Show Podcast!✨ https://youtube.com/@theroshowpodcast   ➡️CONNECT with ROSANNA PRESTIA & The RO Show⬅️ ✨ONE STOP FOR ALL: https://sociatap.com/RosannaPrestia ✨YOUTUBE: https://youtube.com/@TheROShowPodcast ✨TWITTER: https://www.twitter.com/@rosannainvests ✨TWITTER: https://www.twitter.com/@theroshowpod ✨WEBSITE: https://www.rosannaprestia.com THINK Different with Rosanna ©️ 2022-2023

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