Lead-Lag Live

For the electric vehicle enthusiasts and AI aficionados, prepare to be electrified. Our guest, Farzad Mesbahi, a former Tesla employee turned EV content creator, unravels the complex tale of the electric vehicle's journey. From a scorned alternative to prevailing gas cars, to emerging as a potentially superior choice, Farzad connects the dots with unflappable expertise. He further dissects th...

Ever wonder how the strategic mind of a professional gamer might fare in the high-stakes world of trading? Get ready to find out as we sit down with Brian Lee, a former professional esports player who has managed to carve out a successful career in trading after a hand injury put an end to his gaming career. Brian gives us an intriguing glimpse into his journey, detailing his transition from gamin...

Prepare to take a deep dive into the intriguing world of finance with our esteemed guest, John Cochrane, fondly known as the Grumpy Economist. This episode promises to shed light on the complex aspects of market efficiency, survivorship bias, and the intricacies of performance evaluation. We explore the impact of market cycles on active managers and emphasize the need for a disciplined approach to...

What if you knew the secret to economic justice and fair taxation? Our latest podcast episode features a conversation with none other than Richard Murphy, a passionate campaigner for tax justice and an esteemed professor of accounting. We navigate through the murky waters of economic inequities, discussing differences in attitudes towards tax abuse between the UK and the US, and how Richard's...

Welcome to another engrossing episode where we sit down with the esteemed Gerald Celente, a seasoned trend forecaster who’s got his fingers firmly on the pulse of the global economy and political dynamics. Celente, with his razor-sharp insights, provides a remarkable analysis of the stock market and the far-reaching effects of the COVID-19 pandemic on the world economy. He astutely warns of a loom...

Ever wondered how tech behemoths like Amazon are stirring up the retail world? We delve into that and more in this episode, exploring the intriguing landscape of retail and consumer behavior. Armed with the power of technology and online shopping trends, we scrutinize how traditional retail models are being disrupted. The ripple effects of COVID-19 have further spurred this transformation, giving...

Ready to decode the world of wealth management and the stock market? Our guest today, Mark Tepper, a seasoned wealth manager with a $2 billion firm under his belt, will help us navigate these intriguing waters. We'll tackle the common image of wealth managers as mere salesmen, and stress the importance of intellectual rigor and rules-based investment strategies. You'll get an insider loo...

Dive into the lustrous world of precious metals with us and our expert guest Peter Spina, as we explore the intricate dynamics of gold and silver markets. What's the secret behind the recent resilience of gold prices, even in the face of a robust equity market? Or the historical gold-silver ratio that often becomes the talk of the town? Get ready to unravel the answers, and gain a deep unders...

Ever wondered about the profound correlation between celestial bodies and our lives? Diana Evans welcomes you to an intriguing journey where we unveil the mysteries of solar and lunar cycles and their potential impacts on your physiological and psychological states. We promise, by the end of this episode, you'll gain a unique perspective on the age-old belief that celestial cycles influence o...

Wouldn't it be remarkable if you could grasp the enigma of inflation dynamics and market risks? Well, here's a promise: by the end of our conversation with the extraordinary Daniel Lacalle, you'll be several steps closer. We grapple with the role of the government in inflation, the sustainability of heightened inflation, and why the bond market could be our crystal ball into the fut...

Are you seeking insider trading information and analysis from a seasoned expert? Our latest podcast episode is packed with just that. We sit down with market analyst Michael Hewson, who guides us through the intricacies of technical analysis. With his 30 years of experience in the trading world, he enlightens us about the power of technical analysis in predicting market trends and managing trade d...

Get ready for an exhilarating ride into the world of investing as we sit down with our guest, Eric Jacobson. From his humble beginnings paper trading in high school to navigating the treacherous waters of the dot-com bubble, Eric is a seasoned investor with a wealth of knowledge to share. We'll be picking his brain on everything from the role of commissions and figures like Jim Cramer in inve...

Are you ready to get your pulse racing with the fast-paced world of global markets, investment strategies, and potential risks? Strap in as we navigate the high-stakes economic landscape and discuss the challenges facing individual and institutional investors. Promising a deep dive into the 60-40 portfolio, we unravel the mysteries of declining long-term rates and explain the role central banks pl...

Strap in for an energetic journey through the financial cosmos with our seasoned guest, Steve Miller. With a staggering half-century tenure in trading, Steve provides an intriguing look into his voyage from a market maker on the Chicago Board of Options Exchange to forging his distinctive trading business. His unique perspective on the seismic shifts within the industry due to no commission tradin...

Are you ready to unravel the intricacies of the global oil market? Our guest for this episode, oil analyst Rory Johnston, guides us on a fascinating journey through the volatile world of oil prices and the implications of international politics on it. From the recent price surge, potential sanctions on Iran, to the possible easing of limitations on Venezuela, you'll get a front-row seat to th...

Ever wondered why brilliant individuals flounder in the stock market? What if I told you these missteps have little to do with their intelligence but more to do with their ego, herd mentality, or simply refusing to admit a mistake? Forbes.com contributor and author Karl Kaufman joins me to dissect the common pitfalls facing individual investors and also, unpick the Federal Reserve's stance on...

Are you ready to crack the code of the financial world? Step into our exclusive conversation with Gary Brode of Deep Knowledge Investing, as we navigate through the labyrinth of government spending, its inflationary impact, and more. We challenge conventional wisdom as we closely scrutinize the repercussions of a decade-long policy of near-zero rates by the Fed, compounded by trillions spent on qu...

What does it really mean to understand money systems? This is the captivating question that we dive into with our esteemed guest, Lyn Alden, in a potent discussion that takes you on a journey through the history of currency and its technological evolution. Together, we peel back the layers of complexity and look at the characteristics that define good money, while highlighting how the mismanagemen...

Buckle up for an insightful journey with our esteemed guest, Chris Giancarlo, former chairman of the CFTC and a respected voice in the realm of digital currency and blockchain tech. With his rich experience straddling law, technology, and political corridors, Chris brings a treasure trove of wisdom to this episode. We delve into his time at the CFTC during the Obama and Trump administrations, as w...

Brace yourselves for a riveting exploration into the realm of treasury tail events with the insights of our guest, Michael Kramer, a seasoned buy-side trader turned independent investor. We delve into the labyrinth of treasuries, the world's most crucial asset, and the potential devastation that tail events can unleash. Mike's journey from a trader to an independent investor is nothing s...

Unveiling the mysteries of mathematics in finance, we're thrilled to welcome our esteemed guest, Ophir Gottlieb. With a wealth of 25 years of experience under his belt, Ophir will be sharing invaluable insights into the challenges and nuances of financial trading. Discover how over-analysis can be a trader's downfall, and the perils of unpredictable errors in the mathematical landscape....

Today, we're fortunate to have Chris Martenson joining us, and he's bringing along some invaluable insights on the intricate relationship between energy and economic prosperity. Prepare to have your understanding of energy as the 'master resource' expanded, as Chris breaks down the concept of net energy, and how it drives all economic activities. We'll also be tackling the...

Get ready for an illuminating journey as we join forces with our esteemed guest, Ben Hunt, a maestro in understanding narrative archetypes. Ever wondered how the complex realms of artificial intelligence could be deciphered? We're about to unfold the mystery, breaking AI down to its core and demonstrating how narratives are shaping industries and influencing money management across diverse ma...

Are you ready for a deep dive into the intricate landscape of the current economy? We guarantee that joining us on this episode of Lead-Lag Live will be an enlightening experience. We had the chance to engage with Ron Insana, a respected market strategist, drilling through the layers of the global economy, discussing everything from the Chips and Science Act to the challenges posed by the real est...

Are you prepared to embark on a mind-bending journey through the fascinating concept of the metaverse? Join us for an enlightening discussion with the brilliant Matthew Ball as we traverse the complex landscape of this immersive virtual reality. From its nascent stages in the 90s to the recent tech advances, the metaverse is a marvel that has promised to revolutionize the world economy. We dissect...