Lead-Lag Live

Welcome to another insightful episode where our distinguished guests, Jeff Hirsch, a veritable authority in market seasonality, and Adrian Zdunczyk, a rising star in the crypto world, join us for an enlightening discussion on the intriguing world of Bitcoin and cryptocurrencies. Have you ever wondered how traditional stock market strategies could be applied to the burgeoning world of cryptocurrenc...

Step into the complex world of global finance as we engage in an insightful conversation with Tom Luongo, a seasoned expert at the crossroads of markets and geopolitics. Luongo provides a deep analysis of the bond market and Federal Reserve policy, shedding light on the transformation being driven by Jerome Powell, the ultimate bond vigilante. Ready to unravel the intricacies of the shift from Lib...

Ready to get a clear perspective on the economic landscape, especially the outlook for treasuries and credit markets? Our guest, Jared Dillian, joins us for a deep and informative discussion on the potential repercussions of government interventions on private borrowing and the unusual tightness of credit spreads. We also dissect the bearish and bullish predictions concerning the possibility of a...

Are you prepared for the seismic shifts that could reshape your financial portfolio? Guest Tavi Costa of Craskin Capital offers his expert perspective. Armed with a bearish outlook on financial assets and the treasury market, Tavi unpacks the shockwaves of the recent rate hike, the unexpected speed and magnitude of the sell-off, and the need for a thorough restructuring of investment portfolios. H...

Just how potent is the influence of interest rates on the economy and financial assets? If this question piques your interest, then you're in for a treat as financial market and macro forecasting consultant, David Rosenberg, ventures into this intricate topic in an illuminating conversation. Drawing on his rich career experience and his keen focus on the buy side, David reveals the profound i...

Are you ready to deconstruct the enigma of rapidly escalating mortgage rates and their impact on the US housing market? We've rolled out the red carpet for our esteemed guest, Len Kiefer, Deputy Chief Economist at Freddie Mac, who brings a wealth of insight to elucidate this multifaceted issue. We're going to scrutinize the explosive pace of this rate surge, an event unparalleled in mode...

Are you ready to demystify the buzz around aggressive renterism? Join us on this intellectual journey with our guest, Amy Nixon, a Dallas-based macro and housing analyst. We cut through the hype, fueled by social media influencers and low-interest rates, and examine the rise of passive income investments like Airbnb. We'll also shed light on the risks and suggest you seek expert financial adv...

What would it mean for you to navigate the murky waters of the Federal Reserve's rapid tightening of monetary policy like a seasoned trader? Imagine the feeling of control as you grasp the interplay of intermarket relationships and lending standards to assess the unpredictability of a new bull market. Join us alongside Doug Moglia, a leading voice from Game of Trades, as we dissect these comp...

Ever wondered how the end of the world scenario could possibly be the bull case this time around? Well, you're in luck! My conversation with Erik Smolinski delves into the fascinating world of bonds, options, and how Twitter's Spaces platform is shaping up. Erik presents a captivating narrative on the state of the market, exploring the unprecedented ramp up cycle of the S&P and the d...

Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing market red flags and the potential looming recession. With his unique perspective, we traverse the effects of inflation on ever...

Get ready to explore the nooks and crannies of the fascinating world of artificial intelligence with our esteemed guest, Paul Scharre. With an impressive background across the US Army, the Pentagon and as an author, Paul navigates us through the intricate terrain of autonomous weapons. This episode takes you on a journey across the multifaceted layers of AI, from its integration into warfare to it...

Think you know the ripple effects of Japan's Quantitative Easing experiment on global markets? Test your knowledge as we engage in an in-depth conversation with the renowned financial expert, Danny Moses. Our discussion not only shines a light on his illustrious career journey but also dissects the effects of Japan's QE measures on the global arena, particularly focusing on U.S. Treasuri...

We sit down with financial expert, Dan Ferris in this episode, as he shares his perspective on the current financial landscape and his approach to value investing. Dan, editor of two Stansberry newsletters and host of the Stansberry Investor Hour podcast, is convinced we're living through the biggest financial mega bubble in human history. He shares historical insights on monetary policy, fro...

What if there were a way to navigate the complex world of financial markets with more confidence and precision? Our latest episode presents an enlightening discourse with Katie Stockton, a seasoned market strategist and founder of Fairlead Strategies. Katie has a knack for simplifying the intricate world of technical and intermarket analysis. Her approach creates actionable insights, helping inves...

Is an oil super spike lurking on the horizon? Join me and my insightful guest, Dr. Anas Alhajji, as we grapple with this looming threat and pull back the curtain on the factors driving record oil and gas production in 2023. We cast a light on the unexpected role of government subsidies and how the US, China, Europe, Canada, and Brazil are playing their part. We don't stop there, we delve deep...

Ready to understand the intricacies of the financial markets, or curious to know how monetary policies can drive wealth disparity? Then buckle up, as we welcome Rudy Havenstein, a renowned satirist and financial expert, who challenges conventional wisdom on these topics and more. Together, we'll journey through the most significant economic events of the past century, examining their impact o...

Get ready to have your mind blown by the intricate world of economics as we sit down with renowned economist Richard Duncan. We'll dive deep into the ripple effects of the 2003 Dollar Crisis and the 2008 financial crisis, where we'll be unpacking the role of the Federal Reserve and the concept of quantitative easing. This isn't just about the US economy; the interplay of these eleme...

Ever wondered what lies beneath the mysterious world of activist short selling? This episode unravels that enigma as we sit down with the insightful Carson Block, founder of Muddy Waters Research. We take a thrilling dive into his intriguing journey, commencing from a self-storage business on the brink of failure in China, through to his international venture into activist short selling. Carson ar...

Ever wondered how the fascinating world of Wall Street risk modeling works and its correlation to Bitcoin? Former Wall Street quantitative analyst, Tone Vays, joins us to unravel this intriguing aspect of finance, offering a window into the unpredictable market conditions and the complexity of risk models. Drawing from his rich career on Wall Street, Tone also brings to light his discovery of Bitc...

Are you ready to unravel the complexities of the financial world? This episode promises to serve you a rich feast of insights as we are joined by Daniel DiMartino Booth, a former advisor to the Federal Reserve, and Joseph Wang, an experienced trader. They lend us their expert lens to examine the Federal Reserve's influence on the bond market, the shifting structure of fixed income markets, an...

Are you ready to navigate the intricate and often opaque world of financial markets? Join us as we dissect the latest NVIDIA earnings release, the disconnection between AI's narrative and the reality of market movement, and the dampened enthusiasm from institutional desks. We take a hard look at NVIDIA's technical position weigh the implications of a stock that seems to be peaking relati...

If you've ever wondered how to navigate the fast-paced and complex world of US and China markets, look no further than our enlightening conversation with market expert Larry Cheung. Larry brings his deep expertise on the significant differences in analyzing US and China stocks, revealing the necessity for a shorter trading timeframe given the rapid pace of policy changes in China. He also sha...

Picture the markets as an unpredictable sea, where price and time are the compass that guides us. That's the world of trading, according to our guest Cheds, a seasoned trader with over a decade and a half of invaluable experience. Not only has Cheds successfully navigated the tumultuous waters of trading, but he has also managed to weather the storm of a lymphoma diagnosis, penning two books...

Join us on a captivating journey as we dissect economic predictions and investment strategies with the acclaimed Gary Shilling. In this episode, we go beyond the ordinary and unearth overlooked opportunities that can reshape your investment decisions. We delve into Gary's unique principles for assessing the economy and financial markets, and unveil his predictions that shaped the bond rally i...

What if the future of the dollar was at risk? What if the geopolitical landscape as we know it was on the verge of dramatic change? Hold onto your seats as we welcome Velina Tchakarova, a seasoned geopolitical consultant with over two decades of expertise in international relations, international security, and political science. This exploration through time and across continents will leave you wi...