Lead-Lag Live

What if you could navigate the complexities of investment strategies and market cycles with expert advice from a trillion-dollar asset manager? Join us as we sit down with Chris Brightman, CEO and CIO of Research Affiliates, to uncover the secrets of smart investing and the potential of smart beta strategies in the current market landscape.In this fascinating conversation, Chris shares valuable insights on the ever-changing investment world, the risks associated with the technology trend, and the history of market bubbles and crashes. We also delve deep into the potential of small cap dynamics for alpha generation and examine the notion of quality as a factor. Additionally, we explore the relationship between government budget deficits and corporate profits, touching on the Kalecki profit equation and the possible implications of a recession on government stimulus and corporate profits.We wrap up our discussion by covering various investment fund options, such as Schwab and PIMCO, and emphasize the importance of finding the right advisor or financial planner to guide you through these critical decisions. Don't miss this incredible opportunity to learn from Chris Brightman's wealth of experience and knowledge in the investment world!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

What if you could gain valuable insights on the future of technology investing, specifically focusing on AI's impact on various industries? Don't miss our enlightening conversation with Ross Gerber, President and CEO of Gerber Kawasaki, as we navigate the world of AI in technology investing, beginning with Ross's journey as a professional money manager and the successes he's had investing in companies like Tesla, Nvidia, and Netflix.Throughout our discussion, we tackle the evolution of AI and its impact on the tech industry, touching on how AI has been around for some time and its increasing role in autonomy, including Tesla's use of AI to save lives and make the world more efficient. We also explore the small business environment in the current economy, the implications of AI technology on inflation rates and bond markets, and how the Federal Reserve is dealing with the ever-changing paradigm.As we delve deeper into AI's impact, we examine the potential of companies like NVIDIA, Apple, Microsoft, and TMO in healthcare technology, and how the aging population is changing the healthcare industry. We discuss the use of AI to increase the efficiency of the medical system and to help with genetic sequencing and cancer screening. Furthermore, we look into how data sets can be used to help with treatments and how companies like Google and Apple are getting involved in healthcare. Join us for this captivating episode and stay ahead of the curve in the world of AI and technology investing.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

What happens when a seasoned attorney turns his analytical skills toward the world of markets and macroeconomics? Prepare to have your mind blown as Warren Pies, founder of 3Fourteen Research, shares invaluable insights on market data analysis, including the limitations of quantitative work and the importance of an open-minded approach. Don't miss Warren's journey from the courtroom to his time at Ned Davis Research, and how his legal background has shaped his unique perspective on the markets.The traditional 60/40 investor may be in for a shock as stocks and bonds experience a shifting correlation. Warren and I explore the potential inflationary pressures that could arise from deglobalization, the shale revolution, and the pandemic's impact on the economy. But it's not all doom and gloom – we also uncover what residential construction payrolls can tell us about predicting the arrival of a recession and the resilience of the housing market.Lastly, we tackle the hot topic of mega cap divergence and its potential implications for market dynamics. Can the bottom 490 stocks pick up the baton and drive the rally? We look at the historical cases of mega cap divergence, and discuss China's role in the global oil market as a crucial player in the petroleum complex. Join us for an engaging conversation that synthesizes a wealth of knowledge from Warren Pies and offers a fresh perspective on the intricate world of markets and macroeconomics.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

Navigating the complexities of the global economy can be a daunting task, but it doesn't have to be. Join us as we sit down with Greg Daco, our esteemed guest, to explore the challenges of the multi-speed market and its impact on forecasting. With insight on the poly crisis type environment and guidance on how to handle different sectors experiencing recession one after the other, this episode will equip you with the knowledge to make informed decisions in a rapidly changing economic landscape.As we continue our conversation, we dive into the fascinating world of disinflationary dynamics and what it means for monetary policy. We examine how the Fed's data-dependent approach has been impacted by moderating inflation and the potential of policy recalibration. Discover the intricacies of the lag between interest rates and CPI, and whether the Fed may have over-tightened with the current rate rises. Finally, we tackle the contentious debt ceiling debate and its implications for financial stability. From a clean increase to executive action and the potential for default, we analyze the economic consequences of each scenario and the possible effects of deflation on inflation. This is an essential listen for anyone looking to better understand the complex dynamics of the global economy and make informed decisions for their investments and businesses.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

What are the real takeaways from the recent G7 Summit and how do they demonstrate a shift in international relations? Join us for an enlightening conversation with our guest Kyle Bass, as we discuss the significance of the G7 Summit, its press coverage in Hiroshima, and the formation of rival blocks with China, Russia, Iran, and North Korea as the ‘bad guys’. As we dive deeper into geopolitics, we'll also explore China's war preparations and their impact on global supply chains, from the increasing number of exit bans to the updated espionage laws. Moreover, we'll examine the complexities and risks of investing in China, considering the lack of rule of law and audits, and whether fiduciaries are neglecting their responsibilities by remaining invested in the country. 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

Navigating the ever-changing global market landscape can be a daunting task. That's why I invited seasoned trader Chris Weston to join me in discussing crucial factors such as US politics, Federal Reserve policy, and the S&P index to better understand risks and volatility events in the market. With his vast experience in investment banking and current role at Pepperstone, Chris offers invaluable insights that every investor should be aware of.In this engaging episode, we explore the strong performance of the Japanese market and delve into the risk and reward of buying NICO at current levels. We also examine the influence of technical analysis and fund flows on market movement, touching on the role of the yen in hedging and the implications of the US debt ceiling. Additionally, we compare the differing narratives of Chinese investments earlier this year to the current Japanese market. Lastly, we analyze the strategies investors and traders are implementing in today's low volatility market environment. Our conversation covers the potential impact of options expiry this Friday, the use of low realized volatility to sell calls and buy puts, and the difficulty of taking an outright bearish position. Don't miss this insightful episode as we uncover the potential implications of rising real rates, a falling US dollar, and the looming debt ceiling debate on the global economy.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

What if you could gain exclusive insights into the cannabis industry from a former police officer and industry expert? Join us as we sit down with Kyle Kazan to discuss his unique perspective on the war on drugs and his journey into the world of cannabis. Kyle shares how his experience with private equity and real estate led him to Glasshouse Group, a company that recently achieved free cash flow positive one quarter ahead of schedule.We delve into the history of cannabis in California, exploring the effects of Proposition 215 and Prop 64 on the industry. Learn about the challenges faced by businesses operating off the grid and the implications of federal prohibition, including limited access to banking and capital. Kyle also shares how the book, Americana: 400 Years of American Capitalism, has served as a guide for those navigating the cannabis space.Our conversation doesn't shy away from the importance of safe banking for the cannabis industry and the dangers that businesses face without it. Discover how the lack of safe banking contributes to a shadow banking system and the potential benefits of bringing millions of dollars into the legitimate banking system. We also discuss the impact of crime rates and loss of life due to armed robberies in cash-heavy businesses. Don't miss this fascinating and informative episode with Kyle Kazan.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.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreport​​​​​Facebook: https://www.facebook.com/leadlagreport​​Instagram: https://instagram.com/leadlagreport​​​Check out Lead-Lag Live on all your favorite podcast platforms.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 toStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V  Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

Are you prepared to navigate the uncertain economic landscape? Join me and my guest, Keith Weiner, Founder and CEO of Monetary Metals, as we delve into asset allocation, interest rates, and the impact of politics on our economy. Discover how the Federal Reserve's decision to socialize credit has led to a volatile situation for investors and what parallels we can draw between today and 2008.In this thought-provoking discussion, we also explore regional banks' insolvency risk, the fallout from deposit outflows, and the suspension of mark-to-market accounting. Learn how these factors could potentially lead to a "low motion run on the banks" and what this might mean for the broader financial system. Could this strange dynamic actually be viewed as bullish? Tune in to find out!Lastly, we discuss the dollar's dominance, the future of monetary metals like gold, and even touch on the fascinating world of cryptocurrencies. Keith shares valuable insights on earning interest on gold and alternative investment strategies for today's tumultuous times. Don't miss this informative and eye-opening conversation as we navigate the ever-changing global financial 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.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

Looking for ways to protect your portfolio in today's uncertain market environment? I sat down with options trading expert, Bob Lang, to discuss the importance of timing and how to navigate market volatility. With over 20 years of experience and author of the book "Know Your Options," Bob shares valuable insights on making options trading easier to understand and avoid costly mistakes.We also dive into the ongoing housing crisis and its potential implications on the economy. As we explore the markets' reaction to the pandemic and the role the Fed played in the rally, we consider the possibility of panic selling and how it could potentially solve the inventory narrative. Additionally, we discuss the deceptive nature of headline averages and how to interpret market narrowness.Finally, we tackle the current hype around AI and the need for a dynamic, regularly evaluated portfolio. Don't miss this opportunity to learn from an expert and equip yourself with the knowledge to protect your portfolio using options trading in the current market environment. Tune in now for a fascinating conversation with Bob Lang and gain invaluable insights on navigating the market with confidence.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.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreport​​​​​Facebook: https://www.facebook.com/leadlagreport​​Instagram: https://instagram.com/leadlagreport​​​Check out Lead-Lag Live on all your favorite podcast platforms.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

What insights can we gain when we approach financial markets through the lens of bond markets, rather than the stock market? Join us for a fascinating conversation with Felix Salmon, chief financial correspondent at Axios, host of the Slate Money podcast, and author of The Phoenix Economy, as we explore this unique perspective and delve into its implications.In this enlightening discussion, we examine the post-Covid landscape, touching on generational investing, the impact of the internet on development, and the future of commercial real estate and office spaces. We also ponder the systemic risk of the US due to its financialization and its potential far-reaching consequences. Felix shares his thoughts on how the pandemic has shifted millennials' investment strategies, the rise of meme stocks and crypto, and the challenges faced by cities as we navigate through these uncertain times.Don't miss our deep dive into the murky waters of fraud in post-Covid cities, exploring the sophisticated scams that have emerged as a result of the global crisis. We also consider the decline in trust in institutions and how this affects people's understanding of investment opportunities. Listen in for an engaging and informative conversation with Felix Salmon that will leave you questioning the way you view financial markets and investments.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.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreport​​​​​Facebook: https://www.facebook.com/leadlagreport​​Instagram: https://instagram.com/leadlagreport​​​Check out Lead-Lag Live on all your favorite podcast platforms.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 investmenStart 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