

Lead-Lag Live
Michael A. Gayed, CFA
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagmedia on X to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!
Episodes
Mentioned books

Aug 7, 2023 • 51min
Strategic Trading Insights and Predictions with Market Sniper Francis Hunt
We're excited to have Francis Hunt, the Market Sniper, on our podcast. He's got an intriguing and unique take on trading, likening it to the strategic selectivity and patience of a sniper. Francis opens up about his military background and how it shaped his efficient approach to the market - making fewer, but more successful trades. He's also a stickler for the Hunt Volatility Funnel principles, a trading system he developed that's all about waiting for the perfect set of circumstances before pulling the trigger.The conversation gets even more interesting when Francis starts to unpack his views on the current market conditions and what he sees as an impending economic collapse. He discusses his outlook on demand destroying events and the end of the Goldilocks economy. His perspective on the manipulative practices of the Federal Reserve over the last four decades and the potential fallout for the American people is alarming and thought-provoking. As if that's not compelling enough, Francis also shares his analysis on gold, silver, bonds, and the dollar. He explains the role of debt markets in keeping governments afloat and makes a bold prediction about the future of the bond market. We wrap up with a discussion about his premium membership group, the Market Sniper, and his strategies for building wealth during abnormal market conditions. This is an episode packed with insights, predictions, and thoughtful strategies 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 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

Aug 7, 2023 • 48min
Cracking the Trading Code: An Engineering Perspective with Tom Viktor
Have you ever wondered how an engineer’s mind can crack the code of stock markets? Join us as we engage in a riveting conversation with Tom Viktor, a stellar trader with an engineering background. Through his eyes, we navigate his journey into the volatile world of trading, beginning with simple concepts of support and resistance, and progressing into the profound Elliot Wave theory. From managing a full-time job in the energy sector to making sense of market sentiment, Tom offers valuable insight into the art of balancing professional life and portfolio management.Shifting from personal experiences to market strategies, Tom unveils his unique approach to handling euphoric market sentiment. Rather than placing a directional bet, Tom prefers to stay in cash, providing an enlightening perspective on why being bearish doesn't always mean going short. You'll also get a sneak peek into the conditions that would lure Tom to invest his cash into the market. So, want to decode the tactics of trading in a euphoric market? Tom’s got you covered.Our conversation with Tom does not stop at market sentiments; we also delve into the ever-changing dynamics of the market. Reflecting on how market movements have sped up since his debut in the post-2008 era, Tom shares his insights on the potential impact of this rapid pace on traders. From leveraging Twitter as a financial news source to deciphering market sentiment via financial media, Tom's expert insights serve as a guide to navigating the trading world. We even touch upon the peculiarities of the real estate market and the importance of diversifying one's trading strategies. Tune in, and indulge in a conversation that promises to redefine your understanding of trading, market analysis, and portfolio management.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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 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

Aug 6, 2023 • 50min
Understanding the Intricacies of Options Trading with Ophir Gottlieb: A Conversation on Market Dynamics, Trading Strategies and Implications of AI
Dive headfirst into the world of options trading with our esteemed guest Ophir Gottlieb, a veteran in this intricate field of finance. Get ready to understand the guts of options trading, from the basic mathematics to the crucial role of central bank intervention on market volatility. We'll walk you through the major changes in the options market, such as the access to data and the shift in number of strikes and expirations.Ever thought about how current market dynamics, like concentrated mega cap momentum, impact volatility and risk? Ponder on this with us as we unravel the effects of such forces on the trading floor, especially with individual names superseding index type trades. Ghalib will share his insights on how these shifts have reshaped his trading strategies, with a nod towards the significant influences of monetary policy and mega cap momentum.Finally, let's delve into the fascinating realm of artificial intelligence and its impact on market dynamics, with a specific focus on Open AI GPT-4. As you join us in contemplating the potential butterfly effect if a titan like Nvidia were to break, we'll also explore the concept of getting long equities in a high volatility environment. Tune in for a riveting discussion packed with valuable insights for traders of all levels, as we dissect these complex topics and more.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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

Aug 6, 2023 • 27min
Navigating Whipsaw Markets: Mastering Systematic Trading and Investment Strategies with Michael Nauss
Are you prepared to conquer whipsaw markets like a master? Join us as we demystify the challenges of systematic trading and arm you with effective strategies for weathering the storm. We'll reveal the secret to thriving in both bull and bear markets through trend following. Along the journey, we'll unlock the significance of backtesting, recording statistics, and steadfast adherence to your chosen system, even when the market throws curveballs.Then, we're sailing into the vast sea of market trends and investment strategy, where big players reign supreme. We'll guide you on how to maneuver for outperformance in the face of such dominance. Discover the art of beating the S&P, the importance of relative strength and the necessity of diversification, even when investing in large caps. As we traverse the perilous terrain of shorting and mania in markets, we'll equip you with the knowledge to navigate wisely. Finally, we offer a refreshing detour with an exploration of impromptu live video conversations. Uncover the value of connecting with global minds, following leaders you admire, and the excitement of unscheduled roundtable discussions that could just be the catalyst you need for your next breakthrough. Pack your curiosity and brace yourself for an exhilarating ride through trading terrains and investment landscapes!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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. Support the show

Aug 5, 2023 • 44min
Understanding Tactical Asset Allocation and Trading Volatility Products with Jim Carroll
Uncover the elusive world of tactical asset allocation and the mechanics of trading volatility products with my special guest, Jim Carroll. Wondering how to make your portfolio more resilient in the face of market fluctuations? Our conversation will guide you through the importance of rules-based investing and strategy diversification, helping you develop a robust approach to your investments.Step into the engaging world of tactical trading, dissecting the dynamics of shorting volatility and understanding the potential pitfalls of systematic models. Want to make your tactical trading more tax efficient? Carroll provides valuable insights into the pros and cons of decision timing and the essential role of frequency versus magnitude in tactical trading. We ground our discussion in real market conditions, analyzing the risk of surprise events and pondering their implications for tactical asset allocation.Finally, we demystify the process of trading VIX futures or options, debunking common myths and providing practical strategies. Picture this – what if waiting for the VIX to spike to short vol isn't the best approach? Join us as we offer a fresh perspective on volatility exchange trader products. In a lighter vein, Jim shares his favorite drink, a smooth Cabernet Sauvignon, adding a personal touch to our enlightening conversation. Tune in for a richly informative episode filled with actionable tips and valuable insights.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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

Aug 5, 2023 • 52min
Unlocking Systems-Based Investing: Radiology, Recessionary Markets, and the Role of Central Banks with Jeff Ross
Get ready to unlock the secrets of a systems-based approach to investing, as we sit down with Jeff Ross, a seasoned investor with a diverse background in radiology. We delve into the intriguing intersection of radiology and finance, discovering how a systems-focused perspective can be applied to asset pricing in the context of macro top-down analysis. From dissecting the effects of inflation and economic growth to understanding liquidity, this conversation is packed with insights for every investor.When it comes to navigating market uncertainties, there's no better guide than Jeff. We'll explore how to seize potential opportunities that surface during a recessionary bear market, including the role of timing for bonds and gold, and strategic allocations to cash, inverse funds, and Bitcoin ETFs. It's not all doom and gloom though. We also touch on the evolving landscape of investing over the last decade, the advent of stagflation, and the influence of the 'Fear Of Missing Out' on market dynamics.Wrapping up, we plunge into the fascinating world of central banks, their immense power, and the rippling effects on asset valuation, market structure, and liquidity. Questioning the relevance of traditional free market economics, we consider Bitcoin as a reflection of a free market. Expect to leave this episode with a more nuanced understanding of the economic signals of a potential downturn, the consequences of hawkish rhetoric from the Federal Reserve, and the controversial role of quantitative easing in propping up risk assets. Get ready for an enlightening discussion with Jeff Ross and amplify your investing acumen!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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 investmStart 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

Jul 31, 2023 • 48min
Mastering Short-Term Trading Strategies with Andrew Moss
Ever wondered what goes into managing portfolios at institutions like Morgan Stanley? Tune in as we pick the brain of Andrew Moss, an official trader with T3 Trading Group, and explore the ins and outs of trading. Andrew's journey into the trading world began with his father's influence, and he brings a wealth of experience and insights into the business side of investing and how to evolve from a decent trader to an exceptional one.Venture with us into the realm of short-term trading strategies, where time frames shape our plans and headlines, active positions, and price action guide our decisions. Experience the pulse of the market as we dissect volatility and trading strategies, looking at where a trade could go and how to form a comprehensive plan. Learn about the significance of momentum and identifying potential market shocks, and understand why being prepared for volatility is crucial, even when the VIX is less than 20. Finally, we navigate the broader financial landscape, examining the impact of the dollar's move and the treasury market in a tightening environment. Grasp the connection between the dollar and treasury markets, and consider the potential of a credit event. Get insights into market trends and risk management, and learn how to plan for possible changes, including pre-election trends and seasonality. To round off this informative episode, we uncover common mistakes in short-term trading strategies and provide tips to avoid them. Join us to enhance your trading acumen and navigate the financial markets like a pro!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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

Jul 30, 2023 • 42min
Exploring the World of Farmland Investment with Carter Malloy
Ever wondered why one of the world's wealthiest men, Bill Gates, is the largest individual farmland owner in the U.S? Get set for a captivating journey as we venture into the perhaps unexpected but intriguing world of farmland investment with Carter Mallow, founder of Acretrader. This episode, filled with data-driven insights, underscores the consistent performance of farmland as an investment and its minimal correlation with the S&P 500, revealing its steady compounding quality and relative lack of volatility.Unravel the world of farmland investment as we spotlight how Acretrader is harnessing data, technology, and expertise to demystify this fragmented asset class. We take a deep look at the role of the platform and the tools used in providing data aggregation and much-needed transparency to the U.S farming community. The discussion takes an interesting turn as we ponder on what could have possibly prompted Bill Gates's significant investment in farmland.As we continue on this exciting journey, we delve into the heart of farmland investment - the macro and micro trends shaping the space. We touch upon the critical role of food security in the light of increasing global population, and the potential shift towards domestic food production. We also give you a taste of what farming efficiency, technology, and geographic considerations mean for the discerning farmland investor. Wrapping up the episode, we tackle the topic of liquidity in farmland investment, the implications of investors needing to access their funds earlier, and how farmland performed during economic contractions and recessions. This episode is an absolute must-listen for anyone keen on understanding the potential of this unique asset class!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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 jurisStart 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

Jul 29, 2023 • 46min
Mastering the Art of Investing: A Conversation with Willie Delwiche
Are you ready to transform your mindset and master the art of investing? Join me as I engage in a captivating dialogue with Willie Delwiche, a seasoned investment strategist. We journey through Willie's experiences navigating an often turbulent market, dabbling between buy-and-hold and active trading strategies. We also shed light on the distinction between the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) designations, and discuss the recent sentiment on social media towards fledgling traders.The investment terrain can, at times, resemble a labyrinth. Willie and I aim to guide you through this maze, dissecting the current investment landscape and the conundrum of identifying a "fat pitch" in the existing market. We emphasize the significance of simplicity and focus in an arena brimming with information, while tackling the ongoing duel between tactical tailwinds and secular headwinds. Further, we offer insights on discerning signals for entry and exit points in the market, providing you the tools and knowledge to navigate this venture like a pro.Risk and opportunity dance hand in hand in the realm of investments. We delve into the pros and cons of shorting in the contemporary investment environment and explore the merits of patiently holding cash and awaiting favorable opportunities. We also touch upon sector rotation as a risk mitigation strategy while emphasizing the paramount importance of timing when hedging against declining markets. Join us as we unwrap these subjects and more, equipping you with invaluable insights and perspectives, whether you're a novice investor or a seasoned pro.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at 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 iStart 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

11 snips
Jul 28, 2023 • 50min
Untangling the Complexities of Austrian Economics with Peter St. Onge
Are you getting the most out of your financial understanding? Prepare to amplify your knowledge as we unravel the enigma of economic thought and theory with our distinguished guest, Peter St. Onge. A highly respected economist, former professor, and an esteemed fellow at the Mises Institute, Peter brings a wealth of insights into the often misunderstood sphere of Austrian economics. Our journey of discovery pivots around the fascinating contrast between mainstream economic theories and the more accurately predictive Austrian school of thought. We delve into the fallout of the credit crunch of March 2020, the practices of the Federal Reserve, and the ripple effects of a global economy flush with printed money. Peter provides an insightful analysis of the U.S banking system, spotlighting the role of community banks and the perils of high-risk loans, and detailing the ripple effects of the 2008 financial crisis. But that's just the tip of the iceberg. Our conversation veers into an engaging debate of Bitcoin versus gold, examining their respective strengths and weaknesses. The geopolitical landscape is not overlooked, as we discuss the declining dominance of the dollar and the ramifications of de-dollarization. We also inspect China's economic challenges, the cause and effects of youth unemployment, and the potential for political unrest. Finally, get a sneak peek into Peter's influential social media presence and discover how his astute observations are reshaping economic discussions. This is a conversation 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 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


