Lead-Lag Live

Have you ever wondered about the twists and turns of global markets, or the impact of international politics on economies? Brace yourselves as we unravel these mysteries with our distinguished guest, Sofia Horta e Costa, a finance expert who'll guide us through the recent market downgrade and its stark contrasts to the 2011 financial crash. You'll be privy to Sofia's unique insights...

Join us for an enlightening conversation with Mark Zandi, Chief Economist of Moody's Analytics. Together, we'll dive into the heart of today's economic landscape, dissecting everything from the impact of Fitch's downgrade on US Treasury debt to the consequences of history's fastest rate hike cycle. Mark's expertise and insights illuminate the intricate workings of the...

Prepare to embark on a journey into the complex world of global terrorism, international relations and foreign policy with our esteemed guest, Max Abrahms, a globally recognized professor of political science. Together, we dissect the intricate links between these areas, pulling apart threads that weave into the fabric of our modern world. By examining the transformation of terrorism, most notably...

Ever wonder why financial safeguards like portfolio insurance and derivatives sometimes fail catastrophically? In our latest episode with Dave Kranzler, we dissect these instruments and their inability to accommodate extreme two-sigma events, a shortfall that contributed to the 1987 stock market crash and Long Term Capital's collapse. We also unravel the unique intricacies of the gamma squeez...

Highlighting our guest, Chris Fenton, the episode offers unraveled insights into the complex world of US-China relations. Fenton, known as the Dragon feeder, shares his remarkable journey of taking a Chinese company from a $30 million valuation to a mind-boggling $8.5 billion. In the first segment, Fenton provides a glimpse into his Hollywood background, and the challenges he faced navigating the...

Ever wondered how a stock market maven approaches investing? Get ready to have your curiosity sated as we engage with Brad Freeman, a fundamental analysis expert, who opens up about his journey into the intricate world of investing. In this chat, Brad demystifies the complexities of the stock market and reveals his unique approach to investing, which he developed under the watchful eye of his fath...

Join me, your host, as we navigate the thrilling realm of trading strategies and market conditions alongside seasoned trader, Jack Tacher. With a decade of trading expertise under his belt, Jack shares his hard-earned wisdom, discussing everything from the power of dollar-cost averaging to the art and science of technical and fundamental analysis. Tap into his candid reflections on the turbulent s...

Got your eyes on the global investment landscape? Tune in as we welcome Ritesh Jain, CIO of a leading Indian asset management company and founder of Pine Tree Macro. He's got a macro view on global investing that's giving businesses a new way to build wealth. Think you know what macro is all about? Ritesh might just change your perspective. Imagine being on the front lines of Canada&apos...

Are you ready to demystify value investing? Brace yourself as we, alongside our seasoned value investor, Rob Arnott, navigate the intricate landscape of value investing and its role during the recent COVID crash. Our insightful discourse will expose you to the allure of value investing, the strategies involved, and the rationale behind the downturn in value relative to growth.  Intrigued by the ef...

Prepare to navigate the intriguing world of Japan's market revival and reforms with economist and Asia business and finance editor, Mike Bird. He shares insights on the surge in investor confidence, bolstered by corporate governance reforms led by Shinzo Abe. The ripple effects of international hedge funds like Elliot, and their increased presence in Japan, are also explored. So, buckle up fo...

Are you prepared to navigate the turbulent waters of the current housing market? We think you might not be, but don't fret! Join us in this riveting discussion with Lance Lambert, Real Estate Editor at Fortune Magazine, who dissects the unexpected resilience of the housing market amidst the pandemic and high unemployment.  With his keen insight, Lance helps us unpack some critical trends, fro...

We're excited to have Francis Hunt, the Market Sniper, on our podcast. He's got an intriguing and unique take on trading, likening it to the strategic selectivity and patience of a sniper. Francis opens up about his military background and how it shaped his efficient approach to the market - making fewer, but more successful trades. He's also a stickler for the Hunt Volatility Funne...

Have you ever wondered how an engineer’s mind can crack the code of stock markets? Join us as we engage in a riveting conversation with Tom Viktor, a stellar trader with an engineering background. Through his eyes, we navigate his journey into the volatile world of trading, beginning with simple concepts of support and resistance, and progressing into the profound Elliot Wave theory. From managing...

Dive headfirst into the world of options trading with our esteemed guest Ophir Gottlieb, a veteran in this intricate field of finance. Get ready to understand the guts of options trading, from the basic mathematics to the crucial role of central bank intervention on market volatility. We'll walk you through the major changes in the options market, such as the access to data and the shift in n...

Are you prepared to conquer whipsaw markets like a master? Join us as we demystify the challenges of systematic trading and arm you with effective strategies for weathering the storm. We'll reveal the secret to thriving in both bull and bear markets through trend following. Along the journey, we'll unlock the significance of backtesting, recording statistics, and steadfast adherence to y...

Uncover the elusive world of tactical asset allocation and the mechanics of trading volatility products with my special guest, Jim Carroll. Wondering how to make your portfolio more resilient in the face of market fluctuations? Our conversation will guide you through the importance of rules-based investing and strategy diversification, helping you develop a robust approach to your investments. Ste...

Get ready to unlock the secrets of a systems-based approach to investing, as we sit down with Jeff Ross, a seasoned investor with a diverse background in radiology. We delve into the intriguing intersection of radiology and finance, discovering how a systems-focused perspective can be applied to asset pricing in the context of macro top-down analysis. From dissecting the effects of inflation and e...

Ever wondered what goes into managing portfolios at institutions like Morgan Stanley? Tune in as we pick the brain of Andrew Moss, an official trader with T3 Trading Group, and explore the ins and outs of trading. Andrew's journey into the trading world began with his father's influence, and he brings a wealth of experience and insights into the business side of investing and how to evol...

Ever wondered why one of the world's wealthiest men, Bill Gates, is the largest individual farmland owner in the U.S? Get set for a captivating journey as we venture into the perhaps unexpected but intriguing world of farmland investment with Carter Mallow, founder of Acretrader. This episode, filled with data-driven insights, underscores the consistent performance of farmland as an investmen...

Are you ready to transform your mindset and master the art of investing? Join me as I engage in a captivating dialogue with Willie Delwiche, a seasoned investment strategist. We journey through Willie's experiences navigating an often turbulent market, dabbling between buy-and-hold and active trading strategies. We also shed light on the distinction between the Chartered Market Technician (CM...

Are you getting the most out of your financial understanding? Prepare to amplify your knowledge as we unravel the enigma of economic thought and theory with our distinguished guest, Peter St. Onge. A highly respected economist, former professor, and an esteemed fellow at the Mises Institute, Peter brings a wealth of insights into the often misunderstood sphere of Austrian economics.  Our journey o...

Ever wonder how a physical education teacher could turn into a successful investor? Join us as we navigate the exciting journey of Nick O'Gorman, a Yonkers native who jumped into the world of dividend investing after the tragic loss of his father. Nick's story is a testament to the power of self-education and determination, as he shares his invaluable insights into the art of dividend in...

Ever wondered about the secrets of Wall Street? Get ready to navigate the intricate world of finance with industry legend Boaz Weinstein, who takes us on an exhilarating journey into the world of closed-end funds, bonds, loans, and curve shape. His intriguing story starts with an unexpected job opportunity at Merrill Lynch, which ignited his interest in Wall Street. From there, Weinstein's ca...

Imagine a world where private ownership is obsolete and your happiness is not only promised, but guaranteed. Sound like a dystopian novel? Well, according to the World Economic Forum's predictions for 2030, this could be our reality. Join us as we dissect this alarming forecast with our guest, Carol Roth, an entrepreneur, recovered investment banker, and author of the thought-provoking book,...

Could the US economy be on the verge of hitting a wall? Join us as we unwrap the enigma that is the gold and silver market with Don Durrett. Don takes us through his personal journey into the world of gold and silver, explaining why he believes gold is the ultimate hedge. With an insightful exploration of how globalism and the state of the US economy have impacted social and political systems, he...