Lead-Lag Live

Brace yourselves for a riveting exploration into the realm of treasury tail events with the insights of our guest, Michael Kramer, a seasoned buy-side trader turned independent investor. We delve into the labyrinth of treasuries, the world's most crucial asset, and the potential devastation that tail events can unleash. Mike's journey from a trader to an independent investor is nothing short of an adventure and offers valuable lessons on the importance of having a strategy that suits you. We underscore the need for staying true to your process, despite the ever-changing market conditions, and the role integrity plays in the world of investments.Get ready for a deep-dive into credit spreads, earnings growth, and market risk. We throw light on the implications of credit event VIX spikes, the potential of a market meltdown, and the flight to safety trade. Misaligned valuations and their impact on the market if earnings growth fails to meet projections is another thrilling topic we tackle. We also highlight the importance of identifying idiosyncratic risk over beta risk in the market and why it's unwise to attack those with a nuanced understanding of the market.As we progress, we take an exciting turn to compare gold and Bitcoin as potential hedge assets in uncertain economic times. With Michael Kramer sharing his perspectives on the volatility of Bitcoin and the dangers of short-term trading, this episode will make you rethink your investment strategies. We also discuss the potential implications of rising oil prices on inflation and treasury yields. Lastly, we dwell on the importance of self-promotion and opportunities that arise in tumultuous times. So buckle up for this roller coaster ride into the world of treasuries, credit spreads, and hedge assets.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, endorsement, or offer to buy or sell any securities 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

Unveiling the mysteries of mathematics in finance, we're thrilled to welcome our esteemed guest, Ophir Gottlieb. With a wealth of 25 years of experience under his belt, Ophir will be sharing invaluable insights into the challenges and nuances of financial trading. Discover how over-analysis can be a trader's downfall, and the perils of unpredictable errors in the mathematical landscape. Brace yourself to uncover strategies to navigate the increasing unpredictability of the error term, a growing concern in the field.Prepare to be mesmerized as we unravel the enigma of randomness and its far-reaching impact on the economy. From stochasticity to contagion in finance and credit, we will shed light on the intriguing world of random processes. We'll take you on a journey through changing risk parameters, credit spreads and their profound market implications. You'll be intrigued to learn how these seemingly abstract concepts have real-world consequences and can trigger ripple effects on the economy.As we conclude our exploration, we'll equip you with effective strategies for options trading in a volatile market. We'll critique the Fed's communication tactics, drawing parallels to a trader without a plan, and exploring how they can improve their messaging. And finally, you'll learn how understanding randomness and shifting risk distributions can uncover hidden opportunities. So, join us on this riveting journey with Ophir Gottlieb, and let's decipher the complex world of mathematics in finance together.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, 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

Today, we're fortunate to have Chris Martenson joining us, and he's bringing along some invaluable insights on the intricate relationship between energy and economic prosperity. Prepare to have your understanding of energy as the 'master resource' expanded, as Chris breaks down the concept of net energy, and how it drives all economic activities. We'll also be tackling the historic link between oil consumption and economic growth, and discussing what the future might hold for us in this regard. Strap in for a deep journey into the global oil market, and its gravitational pull on the US economy. Brace yourself for the gritty details on how the rise of China to become the number one importer of oil is reshaping global dynamics. We'll also be shedding some light on the Petrodollar system, and how its gradual disintegration could potentially recreate the world's economic landscape. Lastly, hang tight as Chris shares his investment strategies, offering a unique perspective on the current market. Get ready for a diverse discussion on the relationship between gold prices and real rates, and how gold's performance can be viewed as a monetary asset. We'll wrap up the episode with a profound discussion on resilience and preparedness, exploring the concept of peak prosperity, and how it can assist you to navigate the uncertain economic landscape. This is an episode packed with thought-provoking insights you'll not want to miss out on!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, 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

Get ready for an illuminating journey as we join forces with our esteemed guest, Ben Hunt, a maestro in understanding narrative archetypes. Ever wondered how the complex realms of artificial intelligence could be deciphered? We're about to unfold the mystery, breaking AI down to its core and demonstrating how narratives are shaping industries and influencing money management across diverse market cycles. Are you intrigued by the narratives that drive Wall Street's strategies and decisions? We turn the spotlight onto these macro narratives, demonstrating how their presence, or absence, can impact market trends and investment decisions. We'll guide you to understand the importance of observing the bigger picture, the school of fish rather than individual fish, to navigate the volatile waters of trading. Lastly, we explore the narratives that are quietly shaping interest rates. From tracking macro narratives and their sway on ten-year treasury rates to the disappearance of a looming recession narrative, you'll learn how such shifts can affect rates dramatically. We also dive into the rising mainstream narrative of interest rates potentially reaching a significant 6-8%, and how you can leverage these narratives to seize trading opportunities. Don't miss our enlightening conversation on the resurgence of inflation and the potential global impacts of the Bank of Japan's interventions in the yen.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, 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

Are you ready for a deep dive into the intricate landscape of the current economy? We guarantee that joining us on this episode of Lead-Lag Live will be an enlightening experience. We had the chance to engage with Ron Insana, a respected market strategist, drilling through the layers of the global economy, discussing everything from the Chips and Science Act to the challenges posed by the real estate sector. If you've ever wondered about the key differences between market cycles and business cycles, then you'll want to tune in. How about a thought-provoking discussion on the trillions of dollars of commercial real estate debt that needs to be refinanced? How about an in-depth analysis on the potential impacts of the Fed's over-tightening on inflation? If these are questions that have kept you up at night, then our chat with Ron Isana is just what you need. We'll also cover the complex correlation between diverse economic factors and political parties, as well as the potential effects of taxes fluctuating depending on the party in power. Lastly, we'll examine the implications of the US presidential election and the National Association of Realtors' predictions for commercial real estate debt. We'll take an interesting look at the long-term implications of technology, demographics, and the wealth gap. If you're interested in understanding the global economy in a new light, this is a must-listen episode. We've got it all covered on LeadLag Live, so join us for a stimulating conversation that promises to be as enlightening as it is entertaining.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, 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

Are you prepared to embark on a mind-bending journey through the fascinating concept of the metaverse? Join us for an enlightening discussion with the brilliant Matthew Ball as we traverse the complex landscape of this immersive virtual reality. From its nascent stages in the 90s to the recent tech advances, the metaverse is a marvel that has promised to revolutionize the world economy. We dissect its intricacies, delve into the hype cycles, and even ponder on Mark Zuckerberg's projections.Moving forward, we gaze into the potential future of the metaverse. With Matthew as our guide, we examine the challenges and implications that could come with its rise - energy costs, legal hurdles, environmental impacts, and data privacy concerns, to name a few. The metaverse is not just another tech buzzword; it's an alternate world that is inching closer to our reality. Tune in for an exciting look into this transformative technology, and let's envision together the profound ways it might shape our lives and the global economy. With trailblazers like Apple leading the way, this virtual reality might soon become our tangible truth.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, 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

Welcome to another insightful episode where our distinguished guests, Jeff Hirsch, a veritable authority in market seasonality, and Adrian Zdunczyk, a rising star in the crypto world, join us for an enlightening discussion on the intriguing world of Bitcoin and cryptocurrencies. Have you ever wondered how traditional stock market strategies could be applied to the burgeoning world of cryptocurrencies? This episode delivers a comprehensive breakdown of a collaborative seasonality study by Jeff and Adrian, revealing how they’ve ingeniously adapted Jeff's renowned seasonality method from the Stock Traders Almanac to chart the crypto landscape.Our guests draw compelling parallels between Bitcoin and NASDAQ, noting an astounding 400% correlation over the past eight years. In an investing universe often accused of unpredictability, their findings underscore the importance of seasonality, fundamentals, technicals, monetary policy, and market internals in crafting informed market outlooks. We also delve into the speculative nature of Bitcoin's value and the rising institutional acceptance of cryptocurrencies. Uncover how Bitcoin is carving a niche as both a digital gold and a risk asset, offering unique opportunities for investment in a world increasingly shaken by military conflict and geopolitical uncertainty.But it's not all about the big picture! Jeff and Adrian also take us on a deep dive into the programmed halving cycle of Bitcoin, explaining its far-reaching implications on market volatility, liquidity, and scarcity. They correlate this with the four-year presidential cycle, offering valuable insights for those considering incorporating Bitcoin into their portfolios. We round off the episode celebrating Adrian’s recognition by Forbes magazine and appreciating both Adrian’s and Mike's significant contributions to the crypto conversation. So, whether you're a seasoned crypto investor or a curious newbie, this episode is packed with fascinating insights that will leave you with a much better understanding of this revolutionary financial frontier.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 oStart 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 complex world of global finance as we engage in an insightful conversation with Tom Luongo, a seasoned expert at the crossroads of markets and geopolitics. Luongo provides a deep analysis of the bond market and Federal Reserve policy, shedding light on the transformation being driven by Jerome Powell, the ultimate bond vigilante. Ready to unravel the intricacies of the shift from Libor to the SOFR market? This conversation will not only redefine your understanding but also forecast the implications of such policy transition on equity markets.Our discourse continues as we move into the intriguing tension between the US Treasury and the Fed. We traverse the influence of the Davos Scrum on US monetary policy, and delve into the potential existential threats to the Federal Reserve. Furthermore, we examine the strategic deployment of interest rates and leverage as tools of control for governments and politicians. Ever wondered about the role of the IMF during a sovereign debt crisis and how it could impact central banks? We've got you covered!As we navigate towards the end, we take a closer look at the future of global markets and the financial wars brewing between economic powerhouses. From the complex banking hierarchy in the United States to the friction between the New York and San Francisco Feds, the Fed and the ECB, and the Bank of Japan, we leave no stone unturned. Stay tuned as we scrutinize the ECB's potential as a safe haven, the implications of Congress's continued spending, and the massive holes in the balance sheets of European Central Banks. We tussle with the German auditor's report on the German Bank's bankruptcy and what it means for the European banking sector. This episode promises to broaden your perspective on the world of high finance and equip you with a fresh understanding of its complexities!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 solicitStart 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

Ready to get a clear perspective on the economic landscape, especially the outlook for treasuries and credit markets? Our guest, Jared Dillian, joins us for a deep and informative discussion on the potential repercussions of government interventions on private borrowing and the unusual tightness of credit spreads. We also dissect the bearish and bullish predictions concerning the possibility of a recession. The conversation doesn't stop there. Get ready to rethink your understanding of the stock market's performance as we reveal how a handful of tech stocks have heavily influenced the S&P 500. We delve into likely trends in work hours, productivity, and effort that could lead to stagnant or 1% GDP growth. Similarly, we discuss the potential for real debt and austerity progress within the next three years and the necessity of a crisis for substantial transformation to occur. Plus, we unpack the potential fallout from a treasury crash - a corporate credit risk blowout or a stock market crash, anyone?To wrap up, we take a closer look at cyclical tax regimes and consider how changes in tax rates could impact the economy overall. Is another banking crisis possible? And how is Jared, our financial guru, navigating these uncertain times with his own portfolio? We even take a moment to examine the current economic situation, including the perils of student loans and the implications of inflation. Don't miss out on our examination of Jared's Awesome Portfolio and his insights on applying it to the prevailing economic climate. Tune in to have all your pressing questions answered.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, 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

Are you prepared for the seismic shifts that could reshape your financial portfolio? Guest Tavi Costa of Craskin Capital offers his expert perspective. Armed with a bearish outlook on financial assets and the treasury market, Tavi unpacks the shockwaves of the recent rate hike, the unexpected speed and magnitude of the sell-off, and the need for a thorough restructuring of investment portfolios. He also provides valuable insights on capitalizing on cheap volatility and prophesizes the potential aftermath of the fastest rate hike cycle in history.Probing further, we unravel Tavi's fears about fiscal stimulus, inflation, and the potential impact on financial markets. He casts a critical eye on the high levels of government spending against the backdrop of low tax revenues and how the economy is shackled to this spending pattern. The discussion takes a deeper dive into the Federal Reserve's predicament of plummeting demand for Federal debt and treasuries, and how this downward spiral could instigate more inflationary policies. Also, we scratch beneath the surface of the commodity cycle, deflation pulses, and the volatility-induced uncertainty around discount rates.We also chart a course for investing in Brazil's emerging markets, uncovering the role of the commodity cycle and its potential to ignite a significant shift. Tavi elucidates the distinct economic landscapes of the BRICS nations, underscoring the need for analysts and investors to prioritize profitability over mere growth. We touch on the influence of AI on emerging markets, and explore the potential of capital inflows into Brazilian markets. As we conclude, we also dissect the challenges posed to mega-cap stocks and the AI market by inflation and interest rates. Tune in for an episode teeming with expert insight, market forecasts, and invaluable investment advice.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 solicitatioStart 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