Lead-Lag Live

Discover the hidden forces shaping today's rental market as Jay Parsons from RealPage joins us to challenge conventional wisdom with surprising facts and trends. Who knew that a surge in home sales doesn't necessarily mean doom for the rental industry, or that a record-high apartment supply won't guarantee a drop in rental prices? Buckle up for a deep dive into the relationship between rental demand, apartment supply, and the younger adult population, shedding light on why 2021's rental market behaved in such unexpected ways. We also explore the buzz around commercial real estate conversion and its true impact on housing availability.As the chat with Jay unfolds, we navigate the resilience of home buyers against a backdrop of economic headwinds and the surprising shift toward individual ownership. The conversation takes a turn to examine rental property owners grappling with rising operational costs. How do these financial pressures squeeze profitability in the rental sector? We'll discuss the influence of inflationary trends and take a glance at the steady growth in Midwest markets, which offers a refreshing contrast to the unpredictability of coastal cities.Wrapping up our insightful exchange, we peer into the future of rental markets and the crucial role regional banks play in the equation of construction lending. Revisit the monumental changes to the U.S. inflation calculation since 1981, including the advent of owners' equivalent rent, and its profound effects on Federal Reserve policy-making. Lastly, we bust common myths about renting, illuminating the myriad reasons people choose this lifestyle, often unrelated to financial constraints. Join us for a session brimming with revelations that are sure to reshape your perspective on the rental housing landscape.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 an intellectual odyssey with us, as I, Michael Gayed, sit down with the illustrious Chris Fenton, whose journey from Cornell engineer to Hollywood heavyweight has positioned him at the nexus of US-China relations. Chris's seasoned insights into the delicate interplay of culture and commerce between these two titans are a revelation, emphasizing a critical pivot toward balanced engagement without kindling the flames of conflict. Our conversation spans from the silver screens of Tinseltown to the corridors of power in Beijing, uncovering the nuances of trade imbalances, intellectual property challenges, and the intricacies of representing sports icons in the Chinese cultural landscape.As the digital era permeates every facet of our lives, we scrutinize one of its most controversial offspring, TikTok, through the lens of geopolitical strategy and societal impact. Chris Fenton decodes the potential of this cultural powerhouse to sow discord among Americans, particularly the youth, by exacerbating divides and shaping political narratives. The implications are profound—we dissect the role of social media in molding perspectives and influencing public opinion, navigating through the subtext of 'woke' vs. anti-woke debates and the tug-of-war over data control. This chapter serves as a cautionary tale, alerting us to the unseen currents of foreign influence that stream through our daily digital interactions.To conclude, we turn our gaze to the shifting sands of the business landscape with China, where the rise of its electric vehicle (EV) industry takes center stage. The conversation drives home the point with a look at Tesla's strategic maneuvers in this competitive arena and the broader implications for US-China corporate dance. We demystify the complexities that businesses face in this market—balancing economic prospects with national security and staying true to American values. This episode isn't just a deep dive into US-China affairs; it's a roadmap for entrepreneurs and policy-makers alike, who seek to chart a course through the opportunities and pitfalls that define this critical global relationship. Join us for a discourse that traverses from the boardrooms of the West to the bustling streets of the East, as we usher in a future where cooperation and competition coexist.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 paStart 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

Step into the future of sports and biotech with our latest episode featuring Christian Angermayer, a visionary investor at the forefront of groundbreaking developments. We're unpacking the Enhanced Games, a bold reimagining of the Olympics that invites cutting-edge technology and regulated doping into the arena. Imagine a world where athletes optimize their performance with the full backing of science, competing in a landscape that values their hard work with proper compensation. Christian's insights challenge the status quo and paint a vivid picture of a world where AI and robotics unlock a new realm of human potential and leisure.The landscape of personal wellness is rapidly shifting, and this episode delves into how societal evolution, spurred by movements like the queer and trans communities, is influencing the biotech and pharma sectors. Join us as we discuss the personalization of medicine, where choosing treatments extends beyond clinical needs to personal identity and aspirations. We explore the burgeoning success of drugs for weight management and body image, and I share my intrigue with the biotech industry's forays into performance enhancement and longevity. Christian and I navigate these complex topics, examining how they're poised to shape society's future norms and expectations.For those with an eye on the biotech industry's pulse, this conversation sheds light on the resilience and innovation of companies leading the charge in psychedelics, like Atai and Compass. Despite economic headwinds, we explore the promise of a resurgence for these trailblazers in the coming year. Christian provides a wealth of knowledge on the strategic importance of owning patents and steering through the FDA's approval labyrinth. Beyond the business implications, we're exploring the profound potential of this work to reimagine human existence and enhance the way we interact with the world around us. This episode isn't just a conversation—it's a glimpse into the blueprint of tomorrow's human experience.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 offStart 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 silver lining in economic narratives with the insightful Zachary Karabell, who joins us to dissect the perplexing dichotomy of data-driven optimism and the public's financial pessimism. Zachary, with his investment acumen and expertise in sustainability, provides a nuanced perspective on why the allure of bearish sentiment overshadows a market performing better than the doom and gloom suggests. Through our conversation, we unravel the enigma of public sentiment that seems disjointed from robust economic indicators, and we probe into the socio-economic rifts that feed into this skepticism, despite an uptick in living standards across the board.The idea of a golden past is often romanticized, yet our discussion with Zachary peels away at this illusion, revealing a time that wasn't as rosy as some might believe. We challenge the nostalgia that can cloud judgment, potentially stalling progress and sowing societal division. In this heart-to-heart, we confront the paradox of the highest global material security juxtaposed with dissatisfaction in governance, and how looking to history can give us a reality check on our contemporary challenges. We then pivot to the international stage, analyzing the proposed tariffs on Chinese imports and the constitutional quirks that could let such policies come to pass. The economic dance between the U.S. and China is scrutinized, alongside the potential fallout for consumers, industries, and the larger financial markets. Zooming out, we consider the evolving dynamics in the Middle East and its waning influence on the global economy due to America's rise as a leading oil producer. Furthermore, we speculate on how global demographic shifts might shape inflation and consumption, offering personal investment insights in this ever-changing economic landscape. Join us for an episode that promises to elevate your perspective on the world's financial pulse.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 yourStart 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 market seasonality with Jeffrey Hirsch as he illuminates the patterns of stock performance tied to the calendar. We delve into the Stock Trader's Almanac, with a spotlight on the January effect and the peculiarities of small versus large cap behavior, especially during election cycles. In our conversation, Hirsch dissects the nuances of interest rates, market breadth, and the small cap to large cap ratio, offering a treasure trove of insights for investors keen on decoding current market dynamics and forecasting future trends.Venture beyond the borders of the U.S. financial landscape as we traverse the globe, examining the seasonal strength in ETFs such as XLE and FCG and their implications on the energy sector. From China's economic hurdles to India's bullish surge, we confront the role of geopolitics and currency shifts during the market's 'best six months'. We also scrutinize sector rotation and market sentiment, arming you with knowledge to navigate potential volatility and capitalize on emerging market leaders.Lastly, we scrutinize the overarching influence of the Federal Reserve's policies and dissect the correlation between the 10-year Treasury yield and the S&P 500. Hirsch shares his expertise on the S&P 500's pivotal levels and the Fed's decision-making process, with a keen eye on credit spreads and bond market signals. Whether you're intrigued by Bitcoin's seasonal trades or seeking strategies for commodities like oil and gas, this episode is packed with actionable advice interwoven with the analytical prowess of a market seasonality guru.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

Unlock the mysteries of tech investing with the astute Max Osbon, head of Osbon Capital Management, as he reveals why concentrated portfolios may just outshine traditional diversification strategies. We navigate the nuanced world of asset allocation, discussing the unforeseen risks in bond markets and the seismic shifts within technology sectors, from AI to the 'Mag Seven' tech giants reshaping global market capitalization. With Max's insights, you're primed to understand the intricacies of investment cycles and the profound influence of major tech companies.Contemplate the financial implications of the FOMO-driven tech frenzy as Max and I dissect the trends that have investors on the edge of their seats. The strategic role of Cloudflare and other content delivery networks comes to light, proving pivotal during election periods and peak internet traffic times. We then cross-examine the sustainability of various tech contenders and the importance of selecting quality investments—a crucial discernment in an era where meme stocks and rapid market shifts can make or break fortunes.With Max's guidance, we delve into the evolution of cybersecurity, the decline of regional banks, and the burgeoning private credit scene. As we chart the transformation of the banking landscape, look ahead to strategies that protect and grow substantial account balances through private credit and REITs. And as we conclude, discover how individual portfolio management can cater to the unique investment ambitions of each client. Join us for a riveting exploration that promises to redefine your financial perspective.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

Unlock the secrets of the Fed's influence over the markets as we sit down with Jim Bianco, the respected mind behind Bianco Research, who's here to deconstruct the perplexing relationship between Federal Reserve policy and market behavior. Our conversation bridges the gap between the pandemic's economic upheaval and the resulting new norms in work culture, real estate, and the bond market's response to inflationary pressures and rate shifts. Jim's insights on the Bianco Total Return Index and its ETF, WCBN, shine a light on investment strategies that cater to the informed investor, eager to navigate the currents of economic indicators with a seasoned captain at the helm.As we traverse the financial terrain, the topic of wealth distribution and economic assistance takes center stage. Jim artfully dissects the curious case of robust corporate bond issuance amid lackluster performance in some stock sectors, emphasizing the stark disparity in asset ownership and debt across income levels. This segment of our discussion isn't just an analysis; it's a call to contemplate the intricate forces shaping market liquidity and consumer choices. Prepare to be engrossed by our examination of credit spreads, the spending habits of diverse economic strata, and the interplay between consumer behavior and inflation.The final stretch of our journey with Jim Bianco casts a spotlight on how technology and international policy shifts are redefining investment strategies. From the potential global impact of Japan's monetary policy to the prospective role of AI in finance, we tackle the pivotal questions facing today's investors. Whether you're adjusting your approach to yield management in fixed income investments or timing the launch of new ETFs, Jim's foresight offers a roadmap for the prudent investor navigating an ever-evolving fiscal landscape. Tune in and equip yourself with the acumen to thrive in the complex world of finance.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. 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

Unpack the intricacies of the stock market with us, Michael Guy and Andrew Moss, as we highlight the unappreciated influence of small caps in this dynamic financial landscape. Join our conversation to understand why keeping an eye on these market underdogs could transform your investment approach. Delving into the relationship between interest rates and small cap stocks, we dissect whether a shift in rates is the key to small cap success. Plus, we tackle the broader implications of mid-size companies and retailers, painting a comprehensive picture for traders and investors alike.The market's pulse is ever-changing, and this episode offers a pulse check on the potential risks lurking behind trends, especially in the wake of 2021's peak performance. Together, we scrutinize various technical indicators, dissect the disproportionate sway of large caps, and speculate on the emergence of a possible 'concentration bubble.' Will the giants fall, or will the minnows rise? Our analysis ventures into the realm of sector leadership and market styles, suggesting that smaller companies may be gearing up for their turn in the spotlight.Wrapping things up, we explore the nuanced art of risk management and investing strategies in a market bristling with economic reports and Federal Reserve meetings. I share why tightening your defense might be a smart play, as we navigate through choppy waters of market corrections and volatility. For traders looking to balance their portfolios with precision and care, our insights on scaling positions and adhering to disciplined trade management are invaluable. Tune in for a wealth of knowledge that could be the edge you need to sail through the market's storms.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 financial odyssey with the esteemed Frank Capillari, the mastermind behind Cap Thesis, as we unravel the mysteries of market trends and trading strategies. Frank's journey from the trading floors of Instinet to the echelons of market analysis is nothing short of a Wall Street epic, filled with lessons from the dot-com bubble and insights into the art of high-quality financial commentary. Listen closely and learn how Frank's mentorship under technical analysis titans shaped his perspective on the markets and how his candid storytelling reveals the heartbeat of trading.Ever wondered why defensive sectors like utilities can defy market expectations or how shifts in sector leadership signal the market's health? Probe these questions and more as Frank dissects trading techniques that leverage VWAP and volume percentages, and critiques the reliability of overbought and oversold indicators. The conversation takes us through a landscape of market behaviors and the subtle art of identifying trading opportunities, offering a fascinating study of the markets that could refine your investment strategies.Concluding with a masterclass on sustaining a credible research service, Frank underscores the discipline needed in content creation and the value of a contrarian perspective in stock analysis. Reflect on the influence of long-term trends versus yield rates, and how standout market predictions can cement a professional reputation. This episode isn't merely a discussion; it's an investment in wisdom from a seasoned market commentator, providing you with the tools to navigate the tumultuous tides of finance with confidence.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

Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob's deep expertise in geopolitical futures, we unravel how international events and power plays can dramatically affect your portfolio. From the overlooked warnings in Russian equities to the miscalculations surrounding Europe's natural gas debacle, our discussion serves as a masterclass in marrying geopolitical acumen with financial foresight. Embark on a journey through the nuances of China's internal politics and the dance of de-globalization, where Western perceptions clash with Eastern realities. As we dissect America's changing view on China's economic threat, learn how this Great Power's internal struggles and global PR maneuvers could reshape your investment landscape. We'll also shed light on the subtle yet powerful shifts towards regional power balances and the quest for technological sovereignty, underscoring why understanding these trends is crucial for anyone aiming to thrive in an era where economic interdependencies are being redefined.Finally, broaden your horizons as we look beyond the usual suspects to the emerging markets ripe with potential, like Brazil, Indonesia, and Turkey, and consider how geopolitical analysis is indispensable in constructing resilient investment portfolios. From the semiconductor industry and energy transition to the biotech sector, Jacob and I dissect the sectors where innovation and geopolitics collide, revealing the risks and opportunities that could define the future of investing. Don't miss this insightful exploration of global investment strategies, where each revelation could be the key to unlocking your next big opportunity.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.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, eStart 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