Lead-Lag Live

Dr. Marc Faber, a financial expert with experience across continents, dives into the crucial role of courage in defending freedoms against modern challenges. He explores the yen carry trade’s myth as a market driver and critiques global investment patterns, particularly among Chinese investors in tech. Delving into contrasting views on free speech across cultures, he emphasizes the necessity of individual bravery in political leadership. Faber also highlights the hidden costs of inflation affecting lower classes, unraveling complex economic dynamics that transcend mere statistics.

Jake Hanley, a financial advisor with a unique background in U.S. history, dives into the burgeoning potential of soybeans for biofuel production. He discusses how agricultural policies and global events, like the Russia-Ukraine conflict, impact prices. The conversation highlights the 'golden grain cycle' and the influence of inflation on grocery costs. Hanley also unpacks the complex dynamics of futures contracts and agricultural commodities, shedding light on how geopolitical factors can shape market trends and investment strategies.

Join Tom Morgan, a former Wall Street professional turned transition coach, as he shares his powerful transformation from a toxic finance environment to a life of holistic well-being. He recounts his spiritual awakening sparked by a psychotic break, emphasizing the importance of intuition and right-brain thinking. The discussion explores the cognitive biases of capitalism, the distinct approaches of men and women in finance, and practical strategies for personal growth in an age of AI. Tom's insights promote a deeper understanding of emotional signals and balanced decision-making.

Join finance expert Sam Nofzinger from Public.com as he unpacks the transformation of retail investing. Explore how interest has shifted from Tesla to the booming AI sector, especially with NVIDIA leading the charge. Sam discusses the new focus on safer assets, like Treasury bills, and the rise in yield diversification for retail investors. Discover how educational resources are crucial for navigating complex markets and the evolving strategies of everyday investors seeking long-term growth and stability.

Mish Schneider, chief strategist for marketgage.com, shares her extensive experience in commodities and equities. She delves into the critical manipulation of CPI numbers and its impact on economic forecasting. Mish discusses the undervaluation of commodities before COVID, while highlighting inflation pressures resulting from the pandemic. She shines a light on China's economy and the relevance of the Baltic Dry Index. The conversation also explores future market dynamics, particularly focusing on electric vehicles and their raw material needs.

David Hay, who transitioned from filmmaking to finance, shares captivating insights on navigating economic downturns. He discusses how companies with robust earnings can find premium valuations amidst adversity. The conversation delves into the complexities of the bond market, emphasizing credit risk versus duration. Hay also interprets the societal upheaval of the 'fourth turning' and its implications for investment strategies, advocating for scarce resources over traditional assets like treasuries. Expect a deep dive into evolving trends, including energy markets and digital currencies.

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.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_-jLsiREjyAIgEsSpotify: 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

Chris Martenson, an expert from Peak Prosperity, delves into the intricate relationship between Federal Reserve policies and the widening wealth gap. He discusses drastic tax proposals, including a potential surge in capital gains tax to 44.6% and the elimination of the 1031 exchange, questioning their impact on economic inequality. Martenson reflects on his shift from corporate finance to public education, shares insights on the rise of algorithmic trading, and critiques the pharmaceutical influence on media narratives, urging a reevaluation of public health communication.

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.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_-jLsiREjyAIgEsSpotify: 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 Andreas Steno Larsen, creator of Steno Signals and a seasoned expert in foreign exchange and investment banking, as he navigates the recent upheaval in the dollar-yen carry trade. He discusses the significant leverage macro hedge funds have taken and the looming implications of Japan's potential QE shift. The conversation shifts to explore the limited role of Chinese banks and liquidity trends affecting global markets, as well as challenges in the gold market and the US construction sector. Andreas provides insightful forecasts and strategic implications for investors.