Lead-Lag Live

Michael A. Gayed, CFA
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Sep 13, 2023 • 45min

Navigating the Unpredictable Seas of Trading with Cheds

Picture the markets as an unpredictable sea, where price and time are the compass that guides us. That's the world of trading, according to our guest Cheds, a seasoned trader with over a decade and a half of invaluable experience. Not only has Cheds successfully navigated the tumultuous waters of trading, but he has also managed to weather the storm of a lymphoma diagnosis, penning two books and a poignant cancer memoir in the process.In this riveting conversation, we pull back the curtain on the psychology of trading. Cheds offers an insider's view on sentiment and opportunity identification, emphasizing the essential role of discipline. As we journey through the complex landscape of trading, we unearth the hidden dangers of relying on algorithms, the importance of honing our instincts, and the critical task of risk management. Whether you're a newbie trader or a seasoned veteran, Ched's insights on the long-term trends of Bitcoin, the principle of capital preservation, and the significance of continuous research and learning are sure to leave you enlightened and inspired.We wrap up our chat with Cheds discussing content creation and the art of executing effective follow-ups. Simplicity is key, says Cheds, as he offers pearls of wisdom on refining trading strategies, using cash as a discipline tool, and seizing unexpected opportunities. We drive home the importance of timely and effective content release and the necessity to conduct follow-up meetings. If you've ever wondered what it takes to succeed in trading, this episode is an unmissable deep-dive into the psyche of one of the most experienced traders in the game. Tune in as we unravel the mysteries of trading success with Cheds.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 yoStart 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
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Sep 10, 2023 • 50min

Understanding the Turbulence of Financial Markets with Gary Shilling

Join us on a captivating journey as we dissect economic predictions and investment strategies with the acclaimed Gary Shilling. In this episode, we go beyond the ordinary and unearth overlooked opportunities that can reshape your investment decisions. We delve into Gary's unique principles for assessing the economy and financial markets, and unveil his predictions that shaped the bond rally in the '80s. A fascinating discourse awaits you as we unravel the intricate interplay of technology, labor, and product pricing.As we continue our exploration, we venture into the potential repercussions of the Industrial Revolution on the workforce and the anticipated implications of artificial intelligence on job security. Are we on the brink of another recession? We analyze the current yield curve and leading indicators to answer this question and investigate the apparent disconnect between the stock market narrative and the reality on the ground. We open a window into consumer behavior, highlighting the hesitation to spend in the current economic climate.Lastly, we rewind to the 1974 recession, breaking down the impact of the Federal Reserve's policy rate and extrapolate the potential effects of a similar downturn on the current economy. Will real estate take a hit? Are layoffs imminent? How will consumer and capital spending be affected? We delve into these pressing questions. Wrapping up, we examine the impact of external crises on the Federal Reserve's policy rate, the potential of a 30% decline in the S&P 500 index, and the susceptibility of stocks in relation to inflation-adjusted yields. This episode is a deep-dive into the dynamics of the economy that you won't want to miss!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 investStart 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
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Sep 9, 2023 • 50min

Deciphering the Future Global Landscape: A Conversation with Velina Tchakarova

What if the future of the dollar was at risk? What if the geopolitical landscape as we know it was on the verge of dramatic change? Hold onto your seats as we welcome Velina Tchakarova, a seasoned geopolitical consultant with over two decades of expertise in international relations, international security, and political science. This exploration through time and across continents will leave you with a newfound understanding of the world and its intricacies.Our journey commences with an exploration of the power dynamics between the United States and China, the two major players competing for global dominance. We'll shed light on the unique strategies employed by both nations and their implications on the standing of the US dollar. Then, we'll navigate the emerging significance of the BRICS countries and their potential to mold the future through technological advancements. You'll be amazed at the potential power shifts on the horizon. Finally, we'll consider the how the rise of the BRICS countries could pose a threat to the US economy. From the looming shadow of a 'food crisis 2.0' to the consequences of the US's position as an energy superpower, we'll cover it all. We'll also ponder the future scenarios surrounding Russia's war against Ukraine and the related geopolitical risks. Wrapping things up, we'll consider the implications of the US elections on Europe and the potential effects of a Republican president taking office. You won't want to miss this riveting discussion on geopolitical trends, future scenarios, and the future of global competition - all topped off with how you can follow up on our guest's work.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 investmeStart 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
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Sep 8, 2023 • 48min

Tom Basso's Insightful Journey: From Engineering to Trading Mastery

Ever wonder how an engineer would approach the unpredictable world of trading? We sit down with seasoned trader, Tom Basso, whose unique approach stems from his engineering background, treating trading as a continuous data processing endeavor. Join us as Tom shares his journey from managing other people's money to navigating his own funds, while also penning a book to help his clients become better investors. Tom's perspectives on the stock market are as diverse as the range of assets he trades. From commodities to crypto futures, gold, silver, and platinum, Tom's strategies are as varied as they are insightful. We explore his experiences with drawdowns, his ingenious strategies to counter them during sideways markets, and the importance he places on understanding both profits and losses. Tom's advice for achieving speed and experience in trading different asset classes, along with his views on the current market, and the fine line between predicting and trading, are not to be missed. But what about the risks that come with trading? Tom's got you covered. We delve into his risk management strategies in volatile markets, the role his engineering background plays in his approach to trading, and how position sizing can significantly impact returns and risk more than buy and sell indicators. Tune in as we also discuss his play on earnings gaps and his time-saving trader's resource website. Perfect for anyone keen on trading, investing, or managing risk, this episode is packed with insights and invaluable advice. Join us and take a peek into the exciting trading world through Tom's seasoned lens.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
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Sep 8, 2023 • 47min

Navigating the Intricate Maze of China's Defense Strategies with Taylor Fravel

Introducing Taylor Fravel, an esteemed political science professor from the Massachusetts Institute of Technology (MIT). Brace yourselves for a deep dive into the intricate maze of China's foreign policies and military strategies. Our intriguing conversations navigate through China's territorial disputes, nuclear policies, and the captivating realm of information warfare. Taylor, with his vast expertise, unveils the façade of China's multifaceted interactions with the world and the role technology plays in shaping its defense strategies.As we peel back the layers, we stumble upon China's crafty efforts to shape global narratives and undermine their adversaries. The potency of China's messaging strategies and propaganda machinery is a testament to its vigor in seizing control of international diplomacy. The dialogue takes an exciting turn when we juxtapose China's military footprint against the US. Is China's pursuit of nuclear expansion and modernization a signal of an impending global power shift? Tune in to find out.The economic tussle between the US and China is no secret. We dissect this dynamic relationship, revealing how the US is balancing the scales between competition and cooperation. The shift from decoupling to de-risking, the role of US Secretary of Commerce Gina Raimondo, and the economic reality of America's trading relationship with China, all come under the microscope. As our conversations reach their zenith, we scrutinize the negotiation landscape and inspect the progress made in creating a new channel dedicated to addressing US-China issues. Taylor's insights provide a clarified understanding of the global power play at hand. Join us for this riveting discussion that peels back the layers of international politics and unveils the intricacies of global power dynamics.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 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
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Sep 7, 2023 • 41min

Exploring the Intersection of Bitcoin, Entrepreneurship, and Artificial Intelligence with Aleks Svetski

Ready to explore the riveting world of Bitcoin, entrepreneurship, and artificial intelligence? We're thrilled to have Aleks Svetski on the show, a dynamic entrepreneur who transitioned from civil engineering to Bitcoin writing. He shares his fascinating entrepreneurial journey and his evolving perception of Bitcoin - from a simple payment solution to a grander societal remedy. We also spotlight the early adopters of Bitcoin and the progression of its narrative. We're not stopping at Bitcoin. This episode uncovers the misunderstood world of Artificial General Intelligence (AGI), a concept too often blown out of proportion on the internet. We dissect the layers of human intelligence, compare it to AI, and examine the implications of language models emulating human-like language. As AI marches on, should we start considering regulation? We leave no stone unturned.In the final segment, we dig into the concept of 'perpetual chulok' - the ratio of valuing the present against the future. Reflect on how internet and crypto projects create a consistent frenzy, and how the pandemic has emphasized life's fragility. Bitcoin's unique positioning in the market cycle could potentially shift our collective psychology towards a sound money system. This episode is a treasure trove of insights, so sit back, tune in, and let's explore the fascinating intersection of Bitcoin, entrepreneurship, and artificial intelligence.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
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Sep 7, 2023 • 56min

Dissecting the Shifts in the US Real Estate Market with Mike Simonsen

Mike Simonsen, Founder of Altos Research, discusses the shifts in the US real estate market. Topics include fluctuating mortgage rates, the comparison between homeownership and investment properties, rising mortgage rates impacting market pace, the role of home builders, and the interplay of inventory and mortgage rates in housing demand and affordability.
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Sep 6, 2023 • 46min

Unraveling the World of Bitcoin Investing with Tuur Demeester

Get ready to unravel the world of Bitcoin with our insightful guest, Tuur Demeester, an investment analyst and a Bitcoin enthusiast. Tuur is here to share his transformational journey from an initial skeptic to someone who believes in Bitcoin's potential. He'll be diving deep into his understanding and investment strategies, offering you an exclusive peek into the world of cryptocurrency. We'll be scrutinizing the speculative nature of Bitcoin's market, the role of the 21 million limit in preserving scarcity, and the impact of government stimulus and spending on this digital currency. Listen in as Tuur talks about his approach to risk management, the significance of analyzing the Bitcoin blockchain for asset valuation, and the importance of collaborative custody for preserving cryptocurrency. This episode is a treasure trove of knowledge for both new and seasoned Bitcoin investors. The conversation takes an interesting turn as we discuss the potential political implications of Bitcoin adoption. Tuur sheds light on Bitcoin's soft forks versus Ethereum's hard forks, and what the bursting of the Ethereum bubble could mean for the crypto space. We'll also be exploring the possibility of Bitcoin becoming a central issue in the upcoming elections and how countries friendly to Bitcoin could see an influx of money. This is a must-listen episode for anyone interested in understanding the ever-evolving landscape of digital currency.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
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Sep 6, 2023 • 45min

Unraveling the Web of Investment Fraud: Insightful Conversations with Dan Davies

Strap yourselves in for a riveting journey into the shadowy realms of financial fraud with our esteemed guest, Dan Davies. Prepare to be captivated as we peel back the layers of the audacious Great Salad Oil Scam, examining how this intricate deception cleverly outmaneuvered control mechanisms. It's a story that hammers home the importance of meticulous research and constant alertness when considering any investment.Ever wondered what goes on inside the minds of white-collar criminals? As we delve into the psychology of fraud, we reveal how fraudsters rationalize their actions and delve into the power dynamics of high-status individuals. The conversation also emphasizes the need for constant vigilance against fraud, and the surprising status it can hold. With insights from Dan, we'll help you better understand the complexities and challenges of detecting and preventing fraud.As we approach the conclusion, we turn our attention to the controversial correlation between easy monetary policy and fraudulent activities. We discuss how easy access to credit can be exploited by unscrupulous individuals, allowing fraud to persist longer. Plus, we explore the 'Lindy Effect' and how it can be utilized in detecting fraudulent activities. Ponder over the thought-provoking insights shared by Dan on how governments should tackle fraud, and why simply restricting individuals from trading stocks isn't enough. From the Great Salad Oil Scam to the Lindy Effect, this episode is a must-listen for anyone interested in the murky world of investment fraud.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
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Aug 31, 2023 • 45min

The Financial Ripple Effect of China's Economic Decisions with Jeff Snider

Welcome to an enthralling journey through the complex arteries of the global economy. Harnessing the insights of our esteemed guest, Jeff Snider  from Eurodollar University, we tackle the intricacies of the monetary system, and demystify the current state of the bond market. Tune in as we dissect the impact of the Fitch downgrade on US Treasury bonds and the impressive stability of yields and credit spreads in these turbulent times. We raise the alarm on the concerning lack of information in the commercial real estate credit market and the potential risks it harbors.Turning our lenses towards the banking sector, we discuss the implications of rising yields and the stance of central banks towards this phenomenon. We promise a fierce debate on real versus reported inflation, considering goods, services, and producer prices. Get ready to learn whether current inflationary pressures are significant enough to navigate us towards a soft economic landing. Finally, we cast our gaze on the broader global economy, with China as a potential epicenter of risk. We analyze various financial signals that could indicate a potential Chinese economic implosion and the far-reaching global fallout. We ponder the economic challenges China faces, the threat of a financial spillover to other nations, and the rippling effects of China's decisions on the Russian and Indian economies. Witness as we untangle these intricate financial narratives and illuminate the workings of the world economy.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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

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