Lead-Lag Live

Challenge your understanding of traditional finance with our latest episode featuring David Lin, a prominent YouTuber and former financial journalist. Discover why the conventional wisdom of gold as an inflation hedge might not hold up and how Federal Reserve policies and China's evolving economic stance are reshaping global market landscapes. David shares his intriguing journey from news anc...

Unlock the secrets of navigating market ups and downs with insights from seasoned trader Chris Vermeulen and Lead-Lag Report publisher Michael Gayed. Chris recounts his journey from trading during the tech bubble to mastering a refined strategy anchored in technical analysis and ETFs. We promise that you'll gain the knowledge to ride upward trends even in bearish conditions, focusing on the c...

Explore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the technology sector. From utilities to real estate,...

Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal Gilbertie from Teucrium, an innovator in ag-based...

What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution...

What if Canada never faced a housing bust because of unique factors at play? Join me, Michael Gayed, and our guest, Ron Butler, a seasoned mortgage expert with three decades of experience, as we tackle the intricate labyrinth of the Canadian housing market. You'll uncover the reasons behind Canada's resilience to a housing crisis, even when other countries were not so lucky. From low int...

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Unlock the secrets behind Japan's unexpected political shifts and their seismic impact on financial markets. Discover how Takaichi, a staunch right-wing conservative, has shaken up the political scene by opposing rate hikes and backing a weaker yen, leading to a surprising surge in the Nikkei index. Join Weston Nakamura, with his extensive institutional finance background, as he dissects thes...

Discover the transformative potential of nuclear energy in the United States as we welcome Justin Huhn, a technical momentum trader turned passionate nuclear advocate, to our show. Prepare to have your misconceptions about nuclear power shattered as Justin unveils why it stands as the safest and most efficient form of electricity. From the Trump administration's Nuclear Fuels Working Group to...

Unlock the secrets behind the housing market's current state and its affordability crisis in our latest episode. Join us as we sit down with Chris Porter from John Burns Research and Consulting to dissect why, despite falling mortgage rates, places like Orange County, California, are still seeing price hikes that make housing 30% overpriced on a national scale. Through Porter's expert in...

Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand experiences in Japan, Hong Kong, Vietnam, and Euro...

Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply increases and highlight favorable conditions for gol...

Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify Asset Management, provides a unique lens throu...

Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his career journey, introduces Battle Bank, and provides...

Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technology that are revolutionizing industries, makin...

Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll explore how you can align your portfolio...

Ready to uncover the secrets of hedge fund mastery? Join us as we sit down with Noel Smith, CIO of Convex Asset Management, who shares his incredible journey from the bustling floors of the CBOE to the upper echelons of hedge fund management. Noel's story exemplifies the importance of cross-asset analysis and the adaptability required to thrive amidst market volatility. We'll explore the...

Ever wondered what makes nuclear power an attractive option despite widespread misconceptions? Join us as we uncover this with nuclear energy expert Mark Nelson. Mark sheds light on the surprisingly low fuel costs of nuclear plants and shares his mission to prevent plant closures. He also opens up about his journey in the industry, revealing the intriguing story behind his signature mustache and i...

Uncover the secrets to mastering technical analysis in the financial market with our latest podcast episode starring John Roque! Prominent technical analyst and seasoned financial professional, our guest brings over three decades of expertise, having worked with industry giants like Lehman Brothers and Soros Fund Management. Together, we emphasize the elegance of simplicity in investment strategie...

What if courage was the key to preserving our freedom in the face of modern challenges? Join us for an enlightening discussion with Dr. Marc Faber, a financial expert whose career journey spans from Switzerland to the bustling markets of New York and Asia. Together, we explore the significance of bravery, drawing inspiration from Alexander Solzhenitsyn and examining how it applies to contemporary...

Can the soybean market revolutionize biofuel production while taming inflationary pressures? Join us as we uncover the untapped potential of soybeans in the biofuel industry and the intricate dynamics influencing agricultural prices. We’re joined by Jake Hanley, who brings a fascinating perspective from his background in U.S. history to his current role in financial advisory, research, and portfol...

What happens when a Wall Street professional undergoes a profound personal transformation? Step into the world of Tom Morgan, whose gripping recount of a psychotic break—better described as a spiritual awakening—changed his life forever. Tom's journey from the toxic grind of finance to a newfound understanding of wisdom, intuition, and holistic well-being is nothing short of fascinating. He s...

Discover the secrets behind the evolving world of retail investing with our special guest, Sam Nofzinger from Public.com. You’ll learn how the focus has shifted from electric vehicle stocks like Tesla to the skyrocketing AI sector, led by NVIDIA. Sam brings his rich background in institutional investment management to the table, shedding light on how Public.com provides a diverse selection of inve...

Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the factors driving today's economic landscape. We dig...

Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's fascinating journey from filmmaking to fi...