
Lead-Lag Live
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 through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds o
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Investing
Business
Education
Decoding Japan's Quantitative Easing Impact and Exploring the Future of Cannabis with Financial Expert Danny Moses
Think you know the ripple effects of Japan's Qu...
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Sep 29 2023 40m
Chapter 1 10 mins
QE and Bank of Japan's RoleChapter 2 3 mins
US Treasuries and Credit SpreadsChapter 3 8 mins
Impact of Leverage and Credit RisksChapter 4 4 mins
Credit and Market Vulnerabilities ConcernsChapter 5 4 mins
Portfolio Allocation and Market Trends DiscussionChapter 6 7 mins
Drug Scheduling and Economic Outlook DiscussionChapter 7 39 sec
BOJ Governor Yui's Challenging Situation
Understanding Volatility Dynamics and Value Investing with Dan Ferris
We sit down with financial expert, Dan Ferris in thi...
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Sep 28 2023 41m
Chapter 1 8 mins
Value Investing and Assessing RiskChapter 2 7 mins
Fed Mistakes and Monetary Policy DiscussionChapter 3 6 mins
Monetary Policy's Impact on Wealth DistributionChapter 4 3 mins
Central Banks, Inflation, and Credit EventsChapter 5 6 mins
Concerns About Financial Bubble and RecessionChapter 6 8 mins
Investment Strategies and Stock RecommendationsChapter 7 43 sec
Back-to-Back Conversations With Dan Ferris
Katie Stockton's Insightful Journey from Hand-Charting to Founding Fairlead Strategies
What if there were a way to navigate the complex wor...
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Sep 27 2023 52m
Chapter 1 12 mins
Technical Analysis and Treasury YieldsChapter 2 9 mins
Market Participation and Breath ExpansionChapter 3 14 mins
Investment Strategies and Market OutlookChapter 4 10 mins
Understanding Sentiment for Investment StrategyChapter 5 4 mins
Analysis of Utility Sector Performance
Oil, Gas, and Nuclear Energy: Navigating the Current and Future Landscape with Anas Alhajji
Is an oil super spike lurking on the horizon? Join m...
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Sep 27 2023 52m
Chapter 1 15 mins
IEA's Impact on the Oil MarketChapter 2 11 mins
Data and Outlooks in Oil MarketChapter 3 5 mins
Oil Market and Energy Outlook AnalysisChapter 4 16 mins
Nuclear Energy and Global EnergyChapter 5 3 mins
Russia's Gameplan and OPEC's Production Increase
Unveiling Financial Markets and Critiquing Monetary Policies with Rudy Havenstein
Ready to understand the intricacies of the financial...
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Sep 26 2023 47m
Chapter 1 7 mins
Financial Markets and Inflation DiscussionChapter 2 7 mins
Stock Market and Monetary Policy AnalysisChapter 3 7 mins
Economic Crashes and Wealth InequalityChapter 4 10 mins
Real InflationChapter 5 2 mins
Common Ground & Criticism of Fiat CurrencyChapter 6 9 mins
Critiquing Fed Officials and Social MediaChapter 7 1 min
Following Rudy on Twitter and Substack
The Impact of Dollar Standard on Global Economy: Richard Duncan's Perspective
Get ready to have your mind blown by the intricate w...
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Sep 26 2023 48m
Chapter 1 10 mins
Dollar Crisis and Impact of QEChapter 2 16 mins
Globalization, Government Stimulus, and InflationChapter 3 14 mins
Creditism's Impact on the US EconomyChapter 4 7 mins
The Impact of the Dollar Standard
In-Depth Analysis of Activist Short Selling and ESG Criticisms with Carson Block
Ever wondered what lies beneath the mysterious world...
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Sep 25 2023 49m
Chapter 1 12 mins
Understanding Activist Short SellingChapter 2 12 mins
Investing in Vietnam and World OrderChapter 3 8 mins
Real Estate Speculation and ESG CriticismsChapter 4 8 mins
Critique of Renewable Energy CompaniesChapter 5 5 mins
Short Selling and Risk Management StrategiesChapter 6 54 sec
Absurdity of Capital Markets and Comedy
Demystifying Wall Street Risk Modeling and the Role of Bitcoin with Tone Vays
Ever wondered how the fascinating world of Wall Stre...
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Sep 25 2023 45m
Chapter 1 11 mins
Risk Modeling in Wall Street FinanceChapter 2 10 mins
Bitcoin as Hedge and Private AssetChapter 3 5 mins
Bitcoin and Government ControlChapter 4 7 mins
Gold, Bitcoin, and Stock Market CorrelationChapter 5 8 mins
Bitcoin Trading and Investment StrategiesChapter 6 1 min
Dubai Summit and Las Vegas Poker
Exploring the Mechanisms of the Federal Reserve with Daniel DiMartino Booth and Joseph Wang
Are you ready to unravel the complexities of the fin...
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Sep 16 2023 50m
Chapter 1 9 mins
Fed, Bonds, Currency Movements DiscussionChapter 2 11 mins
Fed Policy and Economic Refinancing RisksChapter 3 7 mins
Jobless Claims, Stock Market, Regional BanksChapter 4 9 mins
Global Financial System Risks and ImplicationsChapter 5 11 mins
Economic Slowdown and Government Spending
Nvidia Can Take Down The Entire Stock Market: Samantha LaDuc, Jack Gamble, Kashyap Sriram, and Jay Goldberg Discuss
Are you ready to navigate the intricate and often op...
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Sep 15 2023 1h 1m
Chapter 1 11 mins
NVIDIA Earnings and Core WeaveChapter 2 12 mins
Questioning Core Weave and NvidiaChapter 3 8 mins
NVIDIA's Market Position and CoreWeave's ClientsChapter 4 5 mins
Potential Impact of NVIDIA on StocksChapter 5 6 mins
Evaluation of NVIDIA and CoreWeaveChapter 6 5 mins
Questions About CoreWeave and NvidiaChapter 7 9 mins
NVIDIA's Investment and Shorting RiskChapter 8 53 sec
Opinions on the Future of NVIDIA
Navigating the Complex Terrain of US and China Markets with Larry Cheung
If you've ever wondered how to navigate the fas...
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Sep 14 2023 53m
Chapter 1 14 mins
Analyzing US and China MarketsChapter 2 13 mins
China's Deflation and Real EstateChapter 3 6 mins
China's Treasury Exposure and Demographic ChallengesChapter 4 8 mins
Concerns About US Housing MarketChapter 5 9 mins
Bank of Japan, Japanese Yen, US Treasuries, ChinaChapter 6 51 sec
Treasuries, Stocks, and Volatility
Navigating the Unpredictable Seas of Trading with Cheds
Picture the markets as an unpredictable sea, where p...
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Sep 13 2023 42m
Chapter 1 8 mins
Price and Time in TradingChapter 2 8 mins
Examining Sentiment and Opportunities in TradingChapter 3 5 mins
Analyzing Bitcoin's Long-Term TrendsChapter 4 4 mins
Managing Volatility in Crypto TradingChapter 5 5 mins
Trading Wisdom and Emotional VolatilityChapter 6 8 mins
Trading Strategies and Personal GrowthChapter 7 28 sec
Content Creation and Follow-Up Meeting
Understanding the Turbulence of Financial Markets with Gary Shilling
Join us on a captivating journey as we dissect econo...
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Sep 10 2023 47m
Chapter 1 11 mins
Investment Advice and Economic OutlookChapter 2 8 mins
Tech, Inflation, Stock Market Impact EconomyChapter 3 12 mins
Understanding the Recession and Potential OutcomesChapter 4 14 mins
Analysis of Investments
Deciphering the Future Global Landscape: A Conversation with Velina Tchakarova
What if the future of the dollar was at risk? What i...
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Sep 9 2023 47m
Chapter 1 11 mins
Future of the Dollar and GeopoliticsChapter 2 12 mins
US-China Power CompetitionChapter 3 10 mins
BRICS Impact on Global EconomyChapter 4 6 mins
Geopolitical Trends and Future ScenariosChapter 5 7 mins
The Future of Global Competition
Navigating the Intricate Maze of China's Defense Strategies with Taylor Fravel
Introducing Taylor Fravel, an esteemed political sci...
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Sep 8 2023 44m
Chapter 1 5 mins
China's Foreign Policies and Information WarfareChapter 2 11 mins
Global Competition and Messaging StrategiesChapter 3 16 mins
US-China Economic Relations and CooperationChapter 4 10 mins
Chinese Youth Unemployment and Military ImpactChapter 5 37 sec
Appreciation and Welcoming a New Member
Tom Basso's Insightful Journey: From Engineering to Trading Mastery
Ever wonder how an engineer would approach the unpre...
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Sep 8 2023 45m
Chapter 1 7 mins
The Old Weather TraderChapter 2 6 mins
Stock Market Strategies and Balancing RiskChapter 3 12 mins
Trading Strategies and Market AnalysisChapter 4 5 mins
Advice for Becoming a Successful TraderChapter 5 12 mins
Successful Trading Strategies and Risk ManagementChapter 6 1 min
Trader's Resource Website Saves Time
Exploring the Intersection of Bitcoin, Entrepreneurship, and Artificial Intelligence with Aleks Svetski
Ready to explore the riveting world of Bitcoin, entr...
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Sep 7 2023 40m
Chapter 1 7 mins
Bitcoin, Entrepreneurship, AI Intersection SimplifiedChapter 2 7 mins
Misconceptions About Artificial IntelligenceChapter 3 11 mins
High Time Preference and Speculation ChallengesChapter 4 13 mins
Bitcoin's Position in the Market Cycle
Dissecting the Shifts in the US Real Estate Market with Mike Simonsen
On today's episode, we've invited Mike Sim...
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Sep 7 2023 53m
Chapter 1 10 mins
Real Estate Market Analysis and TrendsChapter 2 15 mins
Homeownership vs Investment PropertiesChapter 3 11 mins
Home Builders' Impact on Housing MarketChapter 4 7 mins
Real Estate Inventory and Price ReductionsChapter 5 9 mins
Housing Market Inventory and Financing
Unraveling the World of Bitcoin Investing with Tuur Demeester
Get ready to unravel the world of Bitcoin with our i...
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Sep 6 2023 43m
Chapter 1 8 mins
Bitcoin Investing and Risk ManagementChapter 2 11 mins
Bitcoin's Value and Regulatory ClassificationChapter 3 7 mins
Bitcoin in a Changing Financial SystemChapter 4 8 mins
Bitcoin, Market Timing, and EthereumChapter 5 7 mins
Bitcoin Adoption and Political Implications
Unraveling the Web of Investment Fraud: Insightful Conversations with Dan Davies
Strap yourselves in for a riveting journey into the ...
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Sep 6 2023 42m
Chapter 1 12 mins
Fraud in the Investment IndustryChapter 2 10 mins
Fraud Psychology and DetectionChapter 3 13 mins
Easy Monetary Policy and Fraud LinkChapter 4 5 mins
The Lindy Effect and FraudsChapter 5 52 sec
Consulting Work and Gratitude Expressed
The Financial Ripple Effect of China's Economic Decisions with Jeff Snider
Welcome to an enthralling journey through the comple...
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Aug 31 2023 43m
Chapter 1 9 mins
Bond Market Fluctuations and Credit Spreads' Simplified TitleChapter 2 10 mins
Bank Views on Inflation and BondsChapter 3 6 mins
Global EconomyChapter 4 11 mins
China's Economic Challenges and Avoiding JapanificationChapter 5 5 mins
Russian Energy Trade With Asian Giants
Navigating the Complex World of Cannabis Legalization and Banking Laws with Jeff Schultz
Ready to walk the intricate maze of cannabis legaliz...
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Aug 30 2023 46m
Chapter 1 8 mins
Cannabis Legalization and Banking Laws ProgressChapter 2 9 mins
Cannabis Legalization and Safe Banking ActChapter 3 14 mins
Cannabis Rescheduling and Unlicensed Smoke ShopsChapter 4 6 mins
Minnesota vs New YorkChapter 5 5 mins
Cannabis Industry Costs and FinancingChapter 6 1 min
Music, Podcasts, and Cannabis Promotion
Understanding the Impact of Unseen Warfare on Global Economy with Pippa Malmgren
Are you ready to decode the signals of global econom...
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Aug 29 2023 48m
Chapter 1 6 mins
Signals of Global Economic ChangesChapter 2 14 mins
Global Debt's Impact and Unseen WarfareChapter 3 8 mins
Superpower Competition and the Oppenheimer ProblemChapter 4 12 mins
Real UAPs and World War IIIChapter 5 6 mins
China's Economy and Youth Unemployment
Forced into Frugality: Charles Hugh Smith's Insightful Take with Michael Gayed
Make sure you also check Charles’ Substack at https:...
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Aug 28 2023 45m
Unpacking the Credit Crisis in China with Jens Nordvig
In our latest podcast, "The Case For A Credit C...
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Aug 27 2023 49m