Lead-Lag Live

Get ready to gain insider knowledge as we unravel the intricacies of investor demand in the energy sector with Max Gagliardi. We tackle the shifts in this dynamic landscape, focusing on oil and natural gas pricing and their link to macroeconomic influences. Navigate the complex world of energy investment with us as we explore both the private and public sectors, and dive into the effects of OPEC's market-changing production cuts. Moreover, we dissect the conundrum of why producers persist in drilling amidst dwindling gas prices and the potential for natural gas stabilization.The conversation takes an exciting turn as we shift focus to the real estate market and how macroeconomic conditions are shaping it. You'll uncover how the fluctuating mortgage rates influence market activity and the measures the Fed could take to maintain low-interest rates. We'll also share our thoughts on the widening wealth gap, its implications for the real estate market, and the pressing need for affordable housing. Plus, get the scoop on the risks involved in real estate investments and how credit card interest rates affect spending decisions for the wealthy. Don't miss this enlightening discussion!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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsStart 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

Immerse yourself in a captivating conversation as I, your trusty podcast host, team up with Chris Versace, Chief Investment Officer at Tematica Research and co-manager of TheStreet.com's Action Alerts Plus portfolio. Navigate the intricate world of thematic investing as Chris reveals his unique approach that hinges on structural changes in the economy, demographics, technology, and psychographics to handpick investment strategies. Unearth the secrets behind his roles, both at Tematica Research and TheStreet.com, where he offers invaluable insights to members daily.Ever imagined the disruptive potential of AI? Together, we will illuminate the path to identifying and differentiating investments in AI and thematic models. Gain insight into the criticality of understanding holdings and position sizing when investing, and the art of discerning between fads and lasting themes. Listen on as we probe the potential of AI to shake up industries and the telltale signs of companies desperately clinging to the AI lifeline. As we pivot to discuss commodity futures and thematic investment opportunities, Chris presents his analysis on commodities not responding to increasing demand and the implications of China's comments of a stronger second quarter.Step into the future of trading and investments, as we delve into technology's impact on investors and the surge of the DIY investor. Get ready to broaden your perspective with our discussion on emerging themes that warrant more attention, such as data privacy and digital identity. And no conversation is complete without diving into the shifting demographics of the US, the advent of the new middle class, and China's increasing disposable income. Trust us, you won't want to miss out on this mind-opening conversation. Last but not least, learn about the best places to follow Chris J. Versace across social media platforms and why it's crucial to keep tabs on his Tweets. Come join us in this enlightening journey through the realm of thematic investing strategies and the pulse of the current market.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 participaStart 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

Here's the deal; we're about to reveal a treasure trove of insights on how to create an unshakeable portfolio. My guest, Jason Buck and I, are going to guide you through the intricate world of defensive investment strategies. We'll unveil the secrets of long volatility and illustrate how commodities and cash can be your best friends in protecting your investments. We'll also dive into the often misunderstood VIX futures ETPs, and clue you in on the timing essential to playing long volatility right.Now, this isn't your average chat about volatility trading. Buck and I will introduce you to the Harry Brown Quadrant Model - your key to identifying growth, inflation, recession, and deflation assets. You'll learn about the exciting world of commodities, trend followers, and cryptocurrencies and how they can amplify your portfolio. We'll also talk about the dreaded Minsky Moment and its aftermath, the deleveraging effect. And if you've been curious about the changing faces in the market over the past decade, we'll decipher for you how this has impacted the volatility cycle.In the final leg of our discussion, we're going to talk about portfolio construction. We'll show you how a well-constructed portfolio can be your best defense against risk. We'll explore the roles of gold and crypto, should a catastrophic market shutdown occur. And to put a cherry on top, we're going to explore the fascinating world of branding, marketing, and capital efficiency. Don't miss out on the nuggets of wisdom Buck shares on market efficiency, and the unusual, yet memorable, box of cockroaches analogy he shares to remind us of the risks of investing. Tune in, absorb, and learn - this is going to be one enlightening ride!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. PleasStart 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 peel back the layers of the commercial real estate market? Get ready to grasp the concept of distressed properties with Shlomo Chopp, a seasoned player in this arena who transitioned from tech to real estate. We discuss Shlomo's journey, which was sparked by the 2009 economic crash, leading him to represent borrowers in CNBS debt negotiations. We also shed light on the role of technology in shaping the retail logistics landscape and the correlation between inverted yields and property values.As we navigate through the complexities of commercial real estate, we uncover how technological advances and the inability to adapt buildings quickly have turned this field into a reactive business. We evaluate different asset classes to understand how they've been affected by these changes, with a special focus on the office sector, which has been shaken up by the remote working trend. We further zoom in on occupancy rates to determine their influence on property values.Wrapping up our insightful discussion with Shlomo, we delve into the potential for distress and contraction in the commercial real estate market. We assess the impact of profitless startups on the balance sheets of individuals and companies, and how this overflow can affect industry players. Our exploration extends to the tribalism between lenders and borrowers, and its impact on the CNBS market. Finally, we discuss how social media platforms like Twitter have become an excellent avenue for sharing and learning about Shlomo’s experiences in commercial real estate. This episode will surely equip you with valuable insights on the commercial real estate market from a seasoned industry player. So, tune in, and let's unravel the world of commercial real estate together!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 inStart 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

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.Are you ready to challenge what you know about monetary systems, libertarianism, and the role of government intervention? Join me as I sit down with Chris Rossini, a veteran in the field, who has spent the past decade working closely with Ron Paul. Chris will reveal how the Federal Reserve's power to monetize government debt has sparked global events like World War I and significantly impacted the value of your dollar.Ever wondered who truly benefits from the Federal Reserve system? We'll shine a light on the elephant in the room, discussing how the users of the dollar pay the price while government and banking systems rake in the benefits. Watch out for our take on the military-industrial complex, the media, and how these powerful entities are lured towards the printing press. Ponder upon the possibility of a food crisis being the catalyst for change, as opposed to a financial one. From understanding the complex relationship between gold, silver, and fiat currency to discussing the risks of governments and banks hijacking money, we've got you covered. Tune in as we explore the manipulation of market systems, the impact of 0% interest rates, and the rise of the woke agenda and investments. Don't miss our robust debate on the pros and cons of investing in the stock market from a libertarian standpoint and how this perspective has been shaped by Dr. Paul's influential work. This episode promises to be a thought-provoking journey, challenging our understanding of economic systems and government intervention.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/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

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.Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston. Leveraging her experience in chemistry, journalism, and global mineral exploration, Gwen helps us navigate the intriguing labyrinth of geology, jurisdiction, and capital markets. We also look at the evolution of mining cycles over time, especially in light of the significant liquidity in the market.Next off, we bring the spotlight on gold miners and gold prices. Gwen dissects the reasons behind gold's strong performance, hinting at central banks' penchant for gold. We also explore the leverage gold stocks offer to investors and how gold often leads miners. Aside from gold, we delve into the realm of base metal miners, their distinguishing factors, and why a firm belief in gold is a vital denominator when considering gold investment. We also touch on copper and iron ore and their potential recession signals. Finally, our journey leads us to China – a key player in metal demand. We delve into the balance between supply and demand for base metals, and how the green transition is driving this demand. Gwen highlights the challenges posed by capital costs and the scarcity of new mines. A special focus is placed on lithium - its importance, geographic concentration, and the exponential growth in demand. So, gear up as we uncover the investment potential of lithium and other metals, specifically looking at the discovery and building/operating phases of lithium projects. Stay tuned for a closer look at copper, the next big thing to watch out for in the metal market.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 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

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.What does the future hold for our economy, and how will it affect your investments? Join me as I discuss these pressing questions and more with Porter Stansberry, a leading independent financial researcher. Porter shares his insights into the nuances of financial publishing and the critical role of independent research. He also reveals why traditional media companies may struggle to break into financial publishing and how digging deeper into SEC filings can give you a competitive edge in the market.Society is in a constant state of evolution, and this episode is no exception. Porter Stansberry and I take a candid look at the rising acceptance of once-taboo activities like prostitution and gambling, and how these shifts are impacting our civil society. We also discuss the potentially detrimental effects of debt monetization and the rise of authoritarian government solutions. On a brighter note, we delve into the growth of the energy industry and the burgeoning influence of ESG investing.Lastly, we travel back in time to explore the origins of property and casualty insurance in the Catholic Church, tracing its evolution into a cornerstone of modern finance. Porter and I discuss the importance of conservative underwriting and smart compensation structures for success in the insurance industry. We also explore potential economic consequences of the Pay Check Protection Program and the future of Bitcoin. This episode promises to leave you with invaluable insights and a fresh perspective on finance and investing. Listen in to equip yourself for whatever the future might hold.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.See disclosures fStart 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

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.What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Soderstrom. With 20 years of experience, Aaron unravels the mysteries of the business cycle, shedding light on the interplay of multiple cycles; from labor to credit. As we navigate the intricate terrain of these cycles, we'll uncover how to distinguish between false signals and real market anomalies. Ready to decode the secret language of recessions? Aaron and I tackle the timely topic of recession warning signs, leading indicators, and what they mean for your investments. We'll scrutinize the often-overlooked role of the Federal Reserve in controlling wage inflation and unemployment. On this journey, we'll also consider the impact of AI trading and the Fear of Missing Out (FOMO) on the market dynamics. Stay tuned as we challenge you to shift your perspective on market data.But wait, there's more! We'll venture into the realm of asset allocation amidst recession and how to wield the four macro factors: economic growth, credit risk, inflation expectations, and real rates to your advantage. We'll delve into the practical applications of machine learning and statistics in determining asset allocation, and how inflation expectations can be harnessed for maximum profit. We'll also explore the world of yield curve, its inversion, and what it signals for a recession. Don't miss out on this insightful discourse that's sure to revolutionize your investment game!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.See disclosures for The Lead-Lag Report here: htStart 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

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.Ready to saddle up and ride into the volatile world of cattle futures? Then you won't want to miss this episode featuring none other than Brett Crosby, the MBA Cowboy. Brett shares his journey from the basketball court to the ranch and provides a vivid insight into the major forces driving the supply and demand dynamics of the cattle futures market. As an added bonus, he'll reveal the details of his research project, Beef Basis, aimed at predicting calf prices and effective risk management.The second part of our discussion ventures into the exciting, yet risky, realm of speculation in cattle futures. Brett shares insights on how he expertly manages risk, hedges his position, and navigates the complex landscape of the market. We also delve into current market challenges, like the impact of drought and monetary policy on those with ranch-based loans and mortgages. And finally, Brett demonstrates how he mitigates risk through a blend of fundamental and technical analysis, presenting a fascinating exploration into the ups and downs of modern-day cattle ranching. This is a must-listen for anyone interested in the intersection of agriculture and finance.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsStart 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

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.How much of your investment strategy is driven by skepticism? Ever consider how the shifting sands of the energy market could reveal promising investment opportunities? Join us as seasoned investor and financial advisor, Judd Arnold, pulls back the curtain on his journey from athletics to investment, and shares how an innate sense of skepticism has been a guiding force in navigating the volatile financial landscape. Let's break down the S&P 500's changing shares, the influence of large cap stocks, and how this impacts active managers and market performance. Discover how Judd navigates the world of energy and commodities investing amidst large cap dominance, and understand the shifting dynamics of the energy industry. We also take a look at the ins and outs of offshore drilling and credit risk investments, exploring the feasibility of companies like Transocean and Tidewater, and what the current state of the credit market means for the energy industry.We wrap up by focusing on the long-term outlook for leveraged companies. Using Oxy as an example, we explore the prospects for companies that are able to de-lever and bounce back. Whether you're a seasoned investor, or just starting out, this enlightening discussion with Judd Arnold is a treasure trove of insight that you simply can't afford to miss. So grab your notepads, and let's get started!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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsStart 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