
Lead-Lag Live Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles
May 15, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
The Importance of Liquidity in the Market
02:21 • 2min
The Different Liquidity Cycles for the Private Sector
04:44 • 2min
The Liquidity Cycle Downturn in the US
06:19 • 4min
The Global Justin Net Liquidity Model
10:34 • 4min
The Importance of Liquidity in Small Caps
14:48 • 2min
The Importance of Liquidity in the Pre-Electoral Cycle
16:33 • 4min
The Bitcoin Market's Sniff Pass 30
20:43 • 2min
Bitcoin's Volatility Drag
22:30 • 4min
The Challenges of the Bear Market
26:08 • 2min
The Insanity of Fin-Twit and Twitter
28:08 • 3min
The Importance of Honesty in Investing
30:44 • 4min
The Disconnect Between Housing and Consumer Sentiment
34:17 • 2min
Respect the X-Axis Hashtag
36:33 • 2min
The Effects of Fed Pivots on the Market
38:25 • 4min
The Interaction of Treasuries Against Equity and Major Drawdown for Equities
42:35 • 3min
The Bear Market and Bonds
45:10 • 4min
The Probabilities of a Lost Decade
48:56 • 2min
The Fed's Model for Asset Market Performance in the 2020s
51:24 • 4min
