Lead-Lag Live

Walter Deemer, a financial market expert and technical analyst, dives into the dynamics of small-cap stocks versus large caps. He explores the historical parallels with the 1970s and the potential resurgence of small caps. The discussion highlights sector weight differences, speculative behaviors among young traders, and strategies for buying during market dips. Deemer emphasizes the implications of a possible market stagnation and the evolving perceptions of the bond market. Additionally, he analyzes the impact of cryptocurrencies on technical analysis, urging simplicity over complexity in trading.

Nomi Prins, a former Wall Street senior manager and acclaimed author, dives deep into the dynamics of central banks and their impact on the global economy. She discusses the precarious balance between collaboration and potential collusion among financial powerhouses. The conversation shifts to the rising gold reserves of nations like China and Japan, exploring their strategies amid debt crises. Prins also highlights the transformative role of AI in the commodities market, particularly in energy demands and pricing trends for gold and uranium, offering a glimpse into future market shifts.

Join financial veterans Jeff Cullen and Cathy Howse from Schaefer Cullen as they discuss the shift in investing toward dividend strategies with a focus on ETF innovations. Jeff, with over 30 years in the industry, shares insights on the role of dividends in long-term returns. Cathy emphasizes maintaining firm values while navigating growth. They explore the promising outlook for the 2025 market, highlight covered call strategies for additional income, and stress the importance of financial literacy to empower all investors.

In this engaging talk, Jay Hatfield, a Wall Street veteran with 35 years of experience, dives into the effects of deregulation on financial markets and inflation. He reveals hidden investment opportunities linked to credit rating biases and analyzes strategic differences in investment approaches between smaller firms and giants like Goldman Sachs. Jay introduces the BNDS fund as a solid alternative for those seeking steady income. Their discussion also explores the intricate connections between money supply, tariffs, and global economic factors, offering insights ripe for both new and seasoned investors.

Join wealth management expert Jeff Sarti from Morton Wealth as he redefines diversification in investing. He challenges conventional wisdom, advocating for strategic asset selection during downturns. The conversation uncovers the potential of private credit as an alternative to bonds while cautioning about its risks. Sarti also highlights behavioral finance, particularly how familiarity bias, as seen with brands like Apple, can skew investor judgment. The dialogue emphasizes a need for long-term strategies and deeper market understanding amidst current speculative trends.

Timothy Sykes, a renowned trader and educator who turned his bar mitzvah money into a substantial fortune, shares his unique journey from aspiring tennis player to successful penny stock trader. He discusses the impact of market volatility and the lessons learned from historical financial crazes like Tulip Mania. Sykes emphasizes strategies for cautious trading and the importance of cutting losses quickly. He intertwines his financial success with philanthropy, illustrating how he uses trading profits to build schools worldwide, inspiring others to navigate the trading world with integrity.

Vance Barse, an expert in personality dynamics, dives deep into the surprising connections between narcissism and high-stakes careers in finance, law, and medicine. He unpacks the phases of narcissistic behavior, including love bombing and idealization, and their impact on professional success. Barse also examines how macroeconomic factors like inflation affect investment strategies, emphasizing the need for resilience in portfolio management. The conversation illuminates the psychological influences on trading behaviors and client perceptions in today's volatile market landscape.

Euan Sinclair, an expert in options trading and a leader in volatility strategies for an ETF, strips down the complexities of options to reveal their inherent simplicity. He discusses the rise of zero DTE options and the impact of retail traders post-COVID-19. Euan warns of the risks in today's market dynamics, highlighting the concentration of market makers and potential volatility threats. He draws intriguing parallels between trading and sports gambling, emphasizing the need for effective data modeling and risk management in this new trading landscape.

Paisley Nardini, a seasoned CFA charterholder and portfolio manager at Simplify Asset Management, shares her expertise in alternative investments and managed futures. She discusses how these strategies can enhance portfolio management and provide robust diversification during market volatility. Paisley dives into the mechanics of trend-following in managed futures and the strategic advantages of ETFs. Additionally, she emphasizes the importance of understanding retail investor behavior in navigating today's complex investment landscape.

Vuk Vukovic, a political economist and author of "Elite Networks," dives deep into the role of elite connections in driving income inequality. He argues that political ties, rather than just systemic issues, fuel the wealth gap. Vuk discusses innovative market research methods that merge social media analysis with trading strategies, shedding light on the impact of collective opinions on market predictions. His insights also cover the evolving landscape of trading from 2021 to 2023, emphasizing risk management and adaptability amid market fluctuations.