Lead-Lag Live

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 relateStart 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

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.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

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.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

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.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

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 instrumStart 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

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.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

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.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

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 alStart 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

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, endoStart 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

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.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