

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

Jun 24, 2023 • 44min
Decoding the Fixed Income Space: Expert Insights on Policy Lag, Rate Hikes, and Market Dynamics with Mustafa Chowdhury
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 tap into the mind of a fixed income and macro investing expert with 30 years of experience? Don't miss our fascinating conversation with Mustafa Chowdhury, as we discuss the lag effect of policy in the economy and market, the structural changes caused by the Federal Reserve's prolonged zero interest rate policy, and how the market's response has been different this time around. We also tackle the implications of the Fed's rate hikes in 2020 and their impact on the fixed income space.Join us as we explore the current state of duration in the US markets and its effects on the banking system, households, and consumer spending. We'll examine the Federal Reserve's ownership of mortgages and treasuries, and how higher interest rates affect the American banking system and households. Mustafa also shares his thoughts on credit-contracted consumer spending, potential risks for small banks, and the bifurcation of the stock market between tech stocks and other sectors.Lastly, we'll dive into the macroeconomic conditions impacting the rental market and the narrative surrounding recession. Mustafa provides his expert opinion on the lag effect of policy on consumer spending, the duration of US markets, and how this affects the banking system, households, and consumer spending. We also discuss the Federal Reserve's role in the multifamily market and the effects of new job creation in the low-income sector. Tune in now to gain valuable insights from a seasoned expert!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

Jun 23, 2023 • 47min
Thriving in the Stock Market: Insights and Strategies with Uncle Pac
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 can traders thrive in the ever-changing stock market landscape? Join us as we sit down with Uncle Pac, a seasoned stock trader and market maker from rural South Georgia, to gain insights from his wealth of experience. From his humble beginnings to becoming a market maker and independent trader, Uncle Pac shares the reality of the stock market and offers valuable advice on how traders can capitalize on wrong opinions.We also delve into the impact of the Federal Reserve on market instability and the potential for a Venezuela-like scenario in the United States. Uncle Pac shares his concerns about the US on the brink of failure, the devaluation of the dollar, and the ripple effects of rampant money printing on inflation. Discover the powers of the Federal Reserve, the rise of market rallies, and the influence of algos in today's volatile market.Lastly, we explore Uncle Pac's unique approach to short-term stock trading strategies, highlighting the importance of using multiple time frames to find potential breakouts. Learn about the triggers he sets for alerts, how he identifies patterns in candles and averages, and the psychological aspects of trading and managing losses. Don't miss this engaging and enlightening conversation with Uncle Pac, packed with practical wisdom every trader should know.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

Jun 23, 2023 • 48min
Shehzad Qazi on Decoding China's Investment Landscape
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 navigate the complex investment landscape in China? Join us as we sit down with our special guest, Shehzad Qazi of China Beige Book, as he shares invaluable insights on how the growth narrative and market often disconnect and why China's official data can be misleading. Discover the value of using private data to get a clearer picture of China's economy and learn how to identify critical signals for investing or being cautious.Together, we delve into China's economic trends, including consumer spending, manufacturing, and growth, while exploring the implications of a lack of a leading growth driver sector. We also dive into the accelerating AI war and its potential impact on the economy. Moreover, we discuss the effects of dollar movements on China's economy, the potential implications of companies leaving China, and the Chinese government's reaction to this massive change. Lastly, we examine the geopolitical dynamics between China and India, the risks of investing in China amidst geopolitical uncertainty, and the impact of China's economy on global growth. Don't miss this insightful conversation with Shehzad Qazi and gain a better understanding of navigating China's economy and investment landscape.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.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

Jun 22, 2023 • 50min
Decoding the Australia-China Economic Ties: Impact on Exports, Property Bubbles, and Demographic Shifts with Tarric Brooker
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 I told you that Australia's economy is more closely tied to China than ever before? Join me in an insightful conversation with Tarric Brooker, a seasoned expert in geopolitics, finance, and economics with experience at News Corp and Hill Tower Resource Advisors. We unpack the mixed bag of the Chinese economy, its impact on Australia's exports and budget surplus, and delve into the world of property bubbles and engineered glide paths.In our discussion, we explore the fascinating relationship between Australia and China, touching upon the effects of rising inflation in China on Australia's economy, and the Australian federal government's reliance on commodities to fund its spending. Additionally, we examine the potential devaluation of the Chinese Yuan and its possible impact on the Australian dollar. We also analyze Australia's unique response to rising interest rates and its precarious position with 85-95% of mortgages being variable rate.Lastly, Tarric and I discuss the disinflationary and deflationary forces of widening wealth gap, demographics, and technology, and ponder the changing narrative of demographics post-COVID. We consider how AI may replace the need for more people, and explore the potential unique case of Australia's boomer-powered economy, where older Australians are an aggregate exceedingly wealthy. Tune in as we debate the possible short term inflationary effects of the reminder of death in the midst of the COVID lockdown, compared to the longer-term deflationary effects.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/termsandStart 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

Jun 21, 2023 • 47min
Gold and Bitcoin: Exploring Alternative Assets in a Shifting Financial Landscape With Charlie Morris
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 it take for a broad asset allocation shift to occur, and how do gold and Bitcoin fit into the ever-changing financial landscape? Join me, Michael Gayed, as I sit down with ByteTree founder and multi-asset expert Charlie Morris for a fascinating conversation on these alternative assets and our evolving world of investment.We'll explore the performance of gold and Bitcoin, their low negative correlation, and the potential benefits of allocating both assets in a portfolio. Charlie shares his insights on why institutional investors have been slow to embrace Bitcoin, but how private investors can create opportunities in alternative investments. We'll also discuss market trends, safe haven definitions, and the challenges faced by these assets in the current market environment.Finally, we examine the implications of regulation on Bitcoin's growth and its place in the tech sector. Charlie reveals how Bitcoin faces competition in technology and has outperformed both the Nasdaq and gold in the last 30 years. We'll also dive into the importance of network effects, the risks of investing in Bitcoin miners, and the future of Bitcoin in the face of regulatory challenges. Don't miss this insightful discussion to expand your understanding of gold and Bitcoin's role in the world of investment.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

Jun 20, 2023 • 41min
Unraveling the Complexities of Food Supply Chains: A Deep Dive into Food Prices, Inflation, and the Impact of Technology with Dr. Sylvain Charlebois
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 better understand the complexities of the food supply chain and how it affects your wallet? Join our fascinating conversation with Dr. Sylvain Charlebois as we uncover the factors that determine food prices, from labor issues and interest rates to geopolitical tensions. Dr. Charlebois provides valuable insights on food inflation rates in the United States and Canada, highlighting the distinct differences in food supply chains and pricing between the two countries. Together, we explore the megatrends poised to bring down food prices in the future, including dropping industrial costs and the potential decline of food inflation. Dr. Charlebois shares his expertise on the role of AI in anticipating demand, non-AI innovations like automation and robotics, and the evolving values of younger generations in shaping the food industry. We also discuss how consumers are adapting to food inflation and the potential impact of technology and cloning meat on increasing resilience.As we compare the food supply chain in the US and Canada, Dr. Charlebois offers insights into the higher margins and prices found in the Canadian market due to the concentration of grocers. We discuss the financial strategies of Canadian grocers and the potential consequences of extreme price swings for various food categories. Don't miss this enlightening discussion on the intricacies of the food industry and how understanding its complexities can empower us as consumers.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

Jun 19, 2023 • 50min
Mastering the Bitcoin Game: Insights from Simon Dixon
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 wondered how Bitcoin has managed to survive and thrive despite the challenges it faced in the second cycle? Well, we have finance and money geek Simon Dixon joining us today to discuss his journey down the Bitcoin rabbit hole, the fascinating concept of the four-year Bitcoin cycle, and why it has struggled to maintain its momentum in recent months. We'll also uncover the mining and validation process, as well as the monetary policy structure that underpins Bitcoin's unprecedented returns.As we delve deeper into the Bitcoin world, we also explore the future of Central Bank Digital Currencies (CBDCs) and gain insights from Simon on the potential adoption of CBDCs by the Federal Reserve and the Bank for International Settlements' guidance on using stablecoins and CBDCs at the central banking level. Furthermore, we'll discuss the role China has played in the development of CBDCs and how they could be used to remove fractional reserve banking.Lastly, don't miss out on Simon's investment strategies for Bitcoin and beyond, as well as his advice on managing risk in high-risk investments. Learn from his experience as a shareholder in high-performing companies and how balancing risk and reward is the key to success. So, tune in to this riveting conversation with Simon Dixon and equip yourself with the knowledge to create a balanced portfolio that will best protect you in the event of a doomsday scenario.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

Jun 17, 2023 • 48min
The Future of Investing in the Carbon Credit Market With Lawson Steele
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.Imagine a world where investing in the green economy not only helps combat climate change but also yields attractive returns. Join our conversation with Lawson Steele, an institutional equities analyst specializing in the European carbon market, as we unravel the intricacies of the EU emission trading system (ETS) and discover the investment opportunities it presents. Lawson shares his knowledge on the vital role of the market stability reserve (MSR) in aggressively cutting supply, and why he became deeply interested in the carbon market back in 2018.Dirtier industries like aluminum and steel are facing significant challenges in managing the costs of emissions. But what does this mean for consumers? Lawson helps us examine the complexities of the carbon movement and the 10-year deficit of supply, as well as the carbon border adjustment mechanism being implemented by the EU to prevent companies from producing elsewhere. We also discuss potential factors that could stagnate the carbon credits market once more.The world of carbon trading extends beyond the European carbon market, encompassing voluntary markets as well. Lawson enlightens us on the importance of reducing emissions, the differences between the EU ETS and the Voluntary Carbon Market, and the challenges faced by the latter. Learn about alternative options for gaining exposure to the carbon space and how Lawson transitioned from forecasting the cost of carbon to investing in the green economy. Listen in and discover your path to investing for a greener tomorrow.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.leadlagrepStart 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

Jun 14, 2023 • 45min
Uncovering Distressed Energy Assets: Trading Strategies and Inflation Insights with Fergus Cullen
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 wondered how seasoned traders identify distressed assets and opportunities in the energy sector? Join us as we sit down with Fergus Cullen, who shares his fascinating journey from corporate asset management to a successful trading career based in Barley. Discover Fergus' unique approach to finding the biggest margin of safety in the most unloved areas of the energy market, and learn why it's becoming increasingly challenging to uncover truly distressed assets.As we dig into the risks and rewards of energy investments, Fergus offers invaluable insights on oil services, uranium investments, and the advantages of offshore drillers. We also discuss the potential of investing in coal and tin, and reveal what prompted Fergus to take a significant position in Peabody Energy. Tune in and find out how a diversified portfolio can help you reduce risks when trading commodities.In this enlightening conversation, we also address the environmental impacts of burning coal, the cost of producing green steel, and the potential of tin investments. Fergus shares his thoughts on the inflection point of inflation and the pursuit of scarce assets to hold value. Finally, we examine the complex interplay between commodity and energy abundance, inflation, and the demand pull coming out of the pandemic, as well as the potential consequences of transitioning to an increasingly inflationary energy system. Don't miss this rare opportunity to learn from Fergus Cullen's wealth of expertise!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

Jun 12, 2023 • 50min
From Father to Son: The Evolution of Technical Analysis With Terrence Brogan
Ever wondered about the power of family legacy in the financial markets? Join us for a fascinating conversation with Terrence Brogan, who shares his family's history in the industry and how it shaped his own career. Discover how Terrence followed in his father's footsteps, joining the family business and specializing in money flow analysis.In this captivating discussion, we explore the differences between Terrence's father's traditional technical analysis and Terrence's own rules-based quantum impact approach. Uncover how both father and son use relative performance to make investment decisions, and the importance of momentum in investing. We also dive deeper into the world of money flow analysis, going beyond just price changes.Finally, Terrence shares insights on the significance of backtesting and money flow analysis in identifying fundamental companies and good stocks. Learn about the psychology and discipline behind money flow analysis, the lag times between money flow changes and market shifts, and the use of computer systems in technical analysis. Don't miss this opportunity to examine the need for discipline and how Tarant's father's traditional technical analysis and his own rules-based quantum impact approach play a role in their clients' models.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. 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


