Lead-Lag Live

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 accounting system has been adopted as law in 90 countries. Brace yourself as we challenge the status quo on economic justice.Can inflation be classified as a tax? We explore this knotty relationship and its impact on different socioeconomic groups, alongside the connection with government debt. With Richard's expert guidance, we also untangle the misconceptions surrounding Modern Monetary Theory (MMT), understanding its role in controlling inflation and managing government spending. We delve into the current economic climate, discussing fiscal dominance, monetary policy, and the struggles arising from a shortage of spending power. As we journey towards the final chapters of our conversation, we shine a light on the implications of economic disruptions such as war and speculation on market prices. We scrutinize the impact of inflation and interest rates on the green transition, with Richard providing enlightening perspectives on the use of financial wealth for the green revolution. As a cherry on top, we chat about Richard's successful blog, which has become a leading source of information on taxation and economic justice. Join us for a thought-provoking discussion that promises to challenge your perspectives. Don’t miss out!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 looming economic crash, potentially more substantial than any we've experienced in modern history.We steer the conversation towards the potential collapse of the commercial real estate market, brought on by a massive shift towards remote work. Celente outlines the resulting precarious situation for the banking sector and discusses his personal investment strategies, underlining the importance of preparedness during these uncertain times. Moving on, we reflect on the rise of gambling in financial markets, specifically the surge in inexperienced traders betting on cryptocurrencies. Celente gives a word of caution, stressing the importance of financial literacy especially among younger investors.In the final part of the episode, we delve into the impact of escalating war and fluctuating oil prices on the economy. Celente, drawing from his wealth of knowledge, shares his apprehensions about a potential world war and the power dynamics in play. We end with a sobering analysis of the military-industrial complex and its concerning influence on the economy. Tune in for a gripping exploration into the current state of the world economy, and the possible ramifications of recent trends and events. Don't miss out on this episode packed with valuable insights and thought-provoking discussions.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 a leg up to businesses wielding advanced AI and data models to predict consumer purchasing behavior.Buckle up as we navigate the choppy waters of retail, shining a light on the hurdles faced by heavyweights such as Target and Walmart. With theft skyrocketing and self-checkout systems becoming the norm, these retail titans are grappling to stay afloat. The looming threat of bankruptcy hangs over many, as precarious economic factors force retailers to come to terms with a new reality. We also tackle the future of retail and the prospects for struggling companies against the backdrop of rising interest rates.To cap it off, we venture into the intricate world of investing and media, zeroing in on the retail industry. Hear our tales from the trenches about the struggles of content generation and predicting market cycles. We discuss the influence of media on new traders and the pitfalls of get-rich-quick schemes. Not to mention, we explore the enigmatic world of social media, focusing on platforms like Instagram and TikTok. With our special guest, Jeff Macky, we unpack the complexities of retail and consumer behavior in a changing world. Don't miss out on this insightful episode!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 look into the industry's workings, including Mark's thoughts on recent market movements, the role of the Fed, and how investor biases shape the market trends.We then shift our focus to understand the current state of the economy. It's been a bear market, and managing risk during such times can be quite a task. Listen in as we discuss the impact on consumer sentiment, small businesses, and the challenges of managing client expectations. Mark shares the strategies his firm employs to handle the end of the era of cheap money and the dominance of a few large companies in the market. This episode offers a treasure trove of insights on managing through tough economic situations.In a riveting chapter, Mark opens up about the interplay of politics and investment decisions. Hear him speak his mind about media and political commentary, and how these aspects influence his portfolio decisions. We also journey through his experience of building a $2 billion wealth management firm and his ambitious goals for the future. Mark also shares his thoughts on the potential impact of AI and machine learning on the industry. This episode is not just about understanding finance; it's about staying ahead in the game. So, tune in and get ready to learn, unlearn, and relearn about the constantly evolving landscape of finance.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 understanding of the factors influencing gold prices, from the impact of the dollar to demand patterns in different countries.We don't stop at gold. As we navigate the silver market, you'll discover its increasing demand in the green energy sector and its dual role as an industrial metal. We also discuss the potential for a silver squeeze - when demand surges past supply, leading to a possible price spike. Peter explains why silver is seen as a low-risk investment with high upside potential. Moreover, we touch upon how gold is becoming more accessible through emerging technologies like ATMs and blockchain, opening up possibilities for gold-backed cryptocurrencies.Finally, we cast our eyes on the future of gold mining. As production costs steadily rise, how will mining companies and their profit margins fare? We highlight the challenges facing the industry, including geopolitical issues and rising costs. And then, the million-dollar question: could gold prices reach record highs? Tune in to this fascinating discussion for an insider's take on the potential for future growth in the gold market. This isn't just another podcast episode - it's a treasure trove of insights into the complex world of gold and silver markets.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 our behavior and the world around us.We extend our explorations, venturing into the realm of astrology and its possible effects on our moods and overall well-being. Imagine flipping your understanding of societal shifts, such as the current fourth turning, or even market cycles like the recent housing boom, merely by tracking the sun's cycles! And it doesn't stop there. We also take a thought-provoking detour into the role of money and inflation in our economy. Finally, we navigate the fascinating intersection of astrology and investment. How can cosmic events potentially dictate market trends? We discuss concepts like the 'pets crash window' and the belief that our economy is already in a recession. Adding a dash of humor to our celestial journey, we chat with our guest, Dan – exploring the realms of sarcasm, humor, and a bit of stargazing. Make sure you don’t miss out on an exciting upcoming space event we have planned! So join us, for an episode filled with celestial insights, economic perspectives, and a hearty dose of humor.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 future. Ever pondered about the role of gold in an unstable global market? Join us as we shed light on the intriguing connection between global volatility and gold prices. We journey from Japan to England, revealing how monetary imbalances can shake up fiscal stability. Learn how this ripple effect impacts emerging economies and non-dollar developed economies, and why a rise in gold prices might be a sign we should not ignore.Market trends, portfolio considerations, inflation, central bank actions, geopolitical risks - sounds like a tall order? Not with Daniel Lacalle guiding us through the labyrinth. We question the limitations of traditional portfolios, explore the risks within the commodity complex, and contemplate the concept of a "soft landing". Above all, we grapple with the challenges of investing in an unpredictable climate. From untangling the dynamics of the monetary system to decoding the Fed's actions, this episode is your guide to a richer understanding of the global market. Stay tuned for more enlightening discussions in our upcoming episodes!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 decisions. We delve deep into the art of skillful trading, discussing the importance of managing entry and exit points, and the common pitfalls traders often encounter. If you've been curious about the current market conditions and the impact of upcoming rate cuts, this episode offers you a comprehensive understanding. We analyze the "buy the dip" mentality and explore potential triggers that could lead to market crashes. We also provide a detailed analysis of the robust US labor market and discuss the role of central banks in this ever-changing economic environment. The episode also offers insights into the resilience of the US consumer market and the struggles faced by European consumers. Beyond market trends, we put the spotlight on CMC, a company that has carved a niche for itself in the area of CFDs, spread betting, and leverage trading. We discuss the company's efforts to educate retail clients and address the trend of retail clients being short in the market. We also highlight the popularity of trading US equities and discuss the rise in new traders in the post-COVID era. To cap it all, we also spare some time to discuss the significance of tracking one's work and thoughts. Tune in for a riveting episode laced with insightful market analyses and trading insights.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 investing decisions to his own personal insights on the stock market. This episode is packed full of strategic insights and candid personal experiences. We rip apart common misconceptions, like the myth of the "dumb money" account, and discuss how disciplined investing can truly transform your financial future. We also take a detour in our journey to learn about the work of Erica, the founder of Get Earth. We get a sneak peek into Erica's world, learning about her fasting journey and the story behind her company's name. As we delve deeper, we uncover just how accessible investing has become with the introduction of fractional share trading and the elimination of commissions. Learn how to choose 'best in breed' stocks and understand the importance of risk appetite. As we round off the episode, we discuss managing international exposure in investing, emphasizing the significance of learning from past mistakes and preparing for potential market fluctuations. So buckle up for a thrilling journey into the intricate world of investing!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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 play in shaping this ever-changing panorama. Shifting gears, we delve into the Canadian banking sector, revealing its vulnerabilities and potential pitfalls. We draw comparisons with the economies of Australia and Europe, highlighting the dangers of complacency in the face of a frothy housing market. Our guest, Keith Dicker, co-host of The Looney Hour, joins the conversation as we discuss the interconnectedness of Canadian and US banks and the implications of a potential crisis. We also scrutinize the current economic scene in Canada and Europe, particularly the impact of the COVID pandemic on government spending and deficits. As we near the end of our journey, we examine portfolio strategies and fat tail risks, focusing on non-USD based portfolios and protective measures for international investors. Keith lends his insight into potential market events that could ripple across Asia and the dilemma facing Japan's bond market. We wrap up with a thoughtful discussion on the changing probabilities in the financial world, emphasizing the importance of being prepared for potential outcomes. Tune in for an enlightening exploration of the global financial landscape, rich with expert insights and strategic advice.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show