Lead-Lag Live

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...

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...