Hal Lambert, founder of Point Bridge Capital, shares his insights on politically driven investment strategies with a focus on the America First ETF (MAGA). He discusses how political beliefs can shape investment portfolios and explores the impact of deregulation on sectors like industrials and finance. Lambert highlights the potential growth for military companies under a Trump administration and examines the MAGA ETF's performance during Biden's tenure. The conversation also delves into the economic implications of deregulation and the connections between political leadership, energy costs, and inflation.

Julian Brigden, a seasoned financial strategist with a background at Lehman Brothers and HSBC, dives into the potential market impacts of a hypothetical "Trump 2.0." He explores the rise of retail investors shaking up traditional finance and highlights the risks of inexperience leading to speculative bubbles, especially in AI and crypto. The conversation also examines the economic implications of tariffs and tax policies under Trump, with a cautionary stance on navigating volatile markets and maintaining investment vigilance.

Phil Wool, Head of Research and Portfolio Management at Reliant Global Advisors, shares his expertise in machine learning and active equity strategies. He discusses how advanced analytics is reshaping portfolio management, emphasizing company-specific factors over macro trends. The conversation explores the delicate interplay between US Federal Reserve policies and emerging markets, highlighting opportunities in tech-heavy regions like Korea and Taiwan. Phil also reveals how a disciplined approach to active investing can uncover undervalued stocks and navigate market volatility.

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.Today's sponsor is CBDX, home of premium, legal THC gummies. Perfect for relaxation, creativity, or unwinding after a long day, these delicious gummies deliver the quality you can trust. With fast discreet shipping and great flavors, CBDX makes enjoying THC easy and hassle-free.Visit CBDX.com and use code LEADLAG to save on your first order!  Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple 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 Meb Faber, Founder and CIO of Cambria Investment Management, as he unveils groundbreaking ETF strategies. Discover the significance of the 351 exchange for tax efficiency and portfolio diversification. Meb shares insights on transitioning from traditional funds and the bold closure of their inaugural fund, FAIL. Explore the shift towards global endowment-style investing and the upcoming launch of a fund aimed at raising $30 to $50 million. Get ready to learn how market dynamics shape investment decisions and strategies!

Aleks Svetski, a seasoned Bitcoin enthusiast and entrepreneur, dives into Bitcoin's potential to reshape societal structures and tackle inequality. He addresses skepticism surrounding Bitcoin, exploring its relationship with emerging technologies like quantum computing. Svetski highlights how quantum advancements could enhance Bitcoin's security while discussing the emotional dynamics of investing. He also shares insights from his book, "Bushido of Bitcoin," reflecting on virtues essential for creating resilient societies. This engaging conversation blends philosophical reflections with practical implications.

Lakshman Achuthan, a veteran business cycle analyst from the Economic Cycle Research Institute, dives into the complexities of economic cycles, discussing their inherent cyclical nature. He unpacks the recent un-inversion of the yield curve and what it signals about the current economic landscape. The conversation also highlights the challenges facing global manufacturing amid a slowdown and the implications of past policies. Achuthan emphasizes the importance of adapting to evolving data and staying informed to navigate economic fluctuations.

Max Osbon, head of Osbon Capital Management, shares his expertise on tech investments and managing risk in volatile markets. He discusses how to navigate pullbacks, focusing on giants like Nvidia, while emphasizing the buoyancy of market liquidity despite a reduced M2 money supply. The conversation dives into the challenges VC-backed firms face and the speculative landscape of SPACs and micro-cap innovations, with real-life examples like Butterfly Network. Osbon highlights the necessity of thorough analysis to find opportunities even in uncertain times.

In a captivating discussion, housing analyst Amy Nixon shares her expertise on the post-pandemic housing market. She highlights the mortgage lock-in paradox that keeps homeowners from selling, despite high rates. Amy delves into regional trends in Florida and Texas, exploring how immigration shapes housing demand and construction labor. Unique insights are offered on investment strategies for 2024, emphasizing the impact of inflation and changing demographics. Listeners gain a nuanced understanding of current market dynamics and future outlooks.

Charles Rotblutt, Vice President of the American Association of Individual Investors and seasoned CFA charterholder, dives into how emotions can steer investment choices more than actual market changes. He discusses the impact of market sentiment, emerging opportunities in small-cap stocks, and the significance of diversification amidst volatility. Charles highlights the evolving landscape of investing, contrasting traditional strategies with speculative trends, while emphasizing the urgent need for balanced portfolios to navigate current economic challenges.