Lead-Lag Live

Ever wonder how an engineer would approach the unpredictable world of trading? We sit down with seasoned trader, Tom Basso, whose unique approach stems from his engineering background, treating trading as a continuous data processing endeavor. Join us as Tom shares his journey from managing other people's money to navigating his own funds, while also penning a book to help his clients become...

Introducing Taylor Fravel, an esteemed political science professor from the Massachusetts Institute of Technology (MIT). Brace yourselves for a deep dive into the intricate maze of China's foreign policies and military strategies. Our intriguing conversations navigate through China's territorial disputes, nuclear policies, and the captivating realm of information warfare. Taylor, with hi...

Ready to explore the riveting world of Bitcoin, entrepreneurship, and artificial intelligence? We're thrilled to have Aleks Svetski on the show, a dynamic entrepreneur who transitioned from civil engineering to Bitcoin writing. He shares his fascinating entrepreneurial journey and his evolving perception of Bitcoin - from a simple payment solution to a grander societal remedy. We also spotlig...

On today's episode, we've invited Mike Simonsen, the brainchild behind Altos Research, to dissect the intricate trends of the US real estate market. Mike's company is the industry's pulse monitor, scrutinizing every home for sale in the United States every single week. Fascinated by how the dynamics of the housing market can shift like sand through your fingers? Mike and our te...

Get ready to unravel the world of Bitcoin with our insightful guest, Tuur Demeester, an investment analyst and a Bitcoin enthusiast. Tuur is here to share his transformational journey from an initial skeptic to someone who believes in Bitcoin's potential. He'll be diving deep into his understanding and investment strategies, offering you an exclusive peek into the world of cryptocurrency...

Strap yourselves in for a riveting journey into the shadowy realms of financial fraud with our esteemed guest, Dan Davies. Prepare to be captivated as we peel back the layers of the audacious Great Salad Oil Scam, examining how this intricate deception cleverly outmaneuvered control mechanisms. It's a story that hammers home the importance of meticulous research and constant alertness when co...

Welcome to an enthralling journey through the complex arteries of the global economy. Harnessing the insights of our esteemed guest, Jeff Snider  from Eurodollar University, we tackle the intricacies of the monetary system, and demystify the current state of the bond market. Tune in as we dissect the impact of the Fitch downgrade on US Treasury bonds and the impressive stability of yields and cred...

Ready to walk the intricate maze of cannabis legalization and banking laws? Our latest episode promises a captivating journey with guest Jeff Schultz. Jeff unravels the hurdles and hopes in the realm of cannabis legalization, exploring the perplexities of the Safe Banking Act and its surprising lack of legislative success despite its public popularity. The conversation takes a fascinating detour t...

Are you ready to decode the signals of global economic changes? Brace yourselves for an enthralling conversation with Pippa Malmgren, a seasoned economist with a knack for dissecting global issues. Together, we unravel the mystery of 'signals' - subtle indicators of future economic trends before they get etched into data. We discuss the intriguing trend of 'shrinkflation,' wher...

Make sure you also check Charles’ Substack at https://charleshughsmith.substack.com/ In this riveting episode of Lead-Lag Live, renowned author and commentator Charles Hugh Smith offers his insightful perspective on the current socio-economic climate in an interview with Michael Gayed. Titled, "We're All Screwed: Charles Hugh Smith on Forced Frugality," this video explores the deepe...

In our latest podcast, "The Case For A Credit Crisis Builds: Jens Nordvig On China Collapsing," we delve deep into the global financial landscape, presenting an insightful discussion between two financial market titans - Jens Nordvig and Michael Gayed. This exchange is not just a regular interview; it's a reservoir of expert opinions, informed predictions, and strategic insights aim...

Delve deep into the topic of investing in our latest podcast, "The Last Sustainable Edge With Jim O’Shaughnessy." This intriguing conversation sheds light on the future of investing and how to manage through it. In this engaging podcast, renowned investor and author Jim O’Shaughnessy is interviewed by Michael Gayed, the host of Lead-Lag Live and an award-winning investment strategist. Th...

What happens when a seasoned financial expert speaks on the tumultuous financial markets? You get an invigorating discussion with our esteemed guest, Dale Pinkert, who has been in the industry since the 70s. He dissects the potential credit event unfolding in the treasury market, shares insights on the weakening US dollar yen, and spotlights the effects of the BOJ's safe haven buying on the e...

Are you ready for some high-level financial wizardry that demystifies complex concepts like global liquidity, present and past economic indicators, and future market predictions? We have with us Michael Howell, a seasoned market researcher, who illuminates us with his three decades worth of knowledge on these intricate financial dynamics. We promise to take you on a journey from understanding the...

Ever wonder what it's like to dive headfirst into the turbulent world of trading during a pandemic? Today, we're talking with Greg Duncan, a seasoned trader and business degree holder who did just that. When COVID struck, Greg took the plunge and learned invaluable life lessons about structure, discipline, and the madness surrounding meme stocks. Drawing parallels from his athletic backg...

Join us on a journey through the intricate labyrinth of oil market dynamics in a post-COVID world, with our guest, the esteemed historian Ellen Wald. With her deep-rooted insights into the history of oil companies' operations in the Middle East, we dissect the current supply and demand scenario, elucidating Saudi Arabia's decision to prolong their voluntary oil production cut. We'll...

Join us on a journey with Alex Gladstein, Chief Strategy Officer of the Human Rights Foundation, as we unlock the massive potential of Bitcoin in the fight against monetary repression and the quest for freedom. Gladstein takes us into a world where governments manipulate money systems to oppress citizens and paints a vivid picture of how Bitcoin is becoming a beacon of hope for modern-day freedom...

Get ready for an electrifying voyage into the world of finance with Weston Nakamura. Weston is a seasoned finance professional who relocated to Tokyo at the start of Abinomics and has since navigated his career from derivatives futures options trading to a pivotal role at Blockworks Macro. He brings a unique perspective on the dynamics of central bank policies, Japan's yield curve control, an...

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...