Lead-Lag Live

Mike Simonsen, Founder of Altos Research, discusses the shifts in the US real estate market. Topics include fluctuating mortgage rates, the comparison between homeownership and investment properties, rising mortgage rates impacting market pace, the role of home builders, and the interplay of inventory and mortgage rates in housing demand and affordability.

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. We'll be scrutinizing the speculative nature of Bitcoin's market, the role of the 21 million limit in preserving scarcity, and the impact of government stimulus and spending on this digital currency. Listen in as Tuur talks about his approach to risk management, the significance of analyzing the Bitcoin blockchain for asset valuation, and the importance of collaborative custody for preserving cryptocurrency. This episode is a treasure trove of knowledge for both new and seasoned Bitcoin investors. The conversation takes an interesting turn as we discuss the potential political implications of Bitcoin adoption. Tuur sheds light on Bitcoin's soft forks versus Ethereum's hard forks, and what the bursting of the Ethereum bubble could mean for the crypto space. We'll also be exploring the possibility of Bitcoin becoming a central issue in the upcoming elections and how countries friendly to Bitcoin could see an influx of money. This is a must-listen episode for anyone interested in understanding the ever-evolving landscape of digital currency.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

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 considering any investment.Ever wondered what goes on inside the minds of white-collar criminals? As we delve into the psychology of fraud, we reveal how fraudsters rationalize their actions and delve into the power dynamics of high-status individuals. The conversation also emphasizes the need for constant vigilance against fraud, and the surprising status it can hold. With insights from Dan, we'll help you better understand the complexities and challenges of detecting and preventing fraud.As we approach the conclusion, we turn our attention to the controversial correlation between easy monetary policy and fraudulent activities. We discuss how easy access to credit can be exploited by unscrupulous individuals, allowing fraud to persist longer. Plus, we explore the 'Lindy Effect' and how it can be utilized in detecting fraudulent activities. Ponder over the thought-provoking insights shared by Dan on how governments should tackle fraud, and why simply restricting individuals from trading stocks isn't enough. From the Great Salad Oil Scam to the Lindy Effect, this episode is a must-listen for anyone interested in the murky world of investment fraud.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 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 credit spreads in these turbulent times. We raise the alarm on the concerning lack of information in the commercial real estate credit market and the potential risks it harbors.Turning our lenses towards the banking sector, we discuss the implications of rising yields and the stance of central banks towards this phenomenon. We promise a fierce debate on real versus reported inflation, considering goods, services, and producer prices. Get ready to learn whether current inflationary pressures are significant enough to navigate us towards a soft economic landing. Finally, we cast our gaze on the broader global economy, with China as a potential epicenter of risk. We analyze various financial signals that could indicate a potential Chinese economic implosion and the far-reaching global fallout. We ponder the economic challenges China faces, the threat of a financial spillover to other nations, and the rippling effects of China's decisions on the Russian and Indian economies. Witness as we untangle these intricate financial narratives and illuminate the workings of the world economy.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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 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 towards the potential implications of rescheduling cannabis on a federal level. Simultaneously, Jeff tackles the issue of unlicensed smoke shops in New York and illuminates the distinctive dynamics of cannabis legalization in states like Minnesota and New York. Brace yourself for stimulating revelations on the macroeconomic impacts of the cannabis industry on businesses operating in it, as Jeff dives into the rising cost of capital and inflation of input costs.Plus, we tackle the challenging terrain of advertising cannabis podcasts. From legal intricacies, financial challenges, political landscapes to musical endeavors, this episode promises an enlightening exploration into the world of cannabis. Tune in and let Jeff lead you through this compelling journey.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at http://www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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

Join us for an enthralling conversation with Pippa Malmgren, a seasoned economist. We unravel the mystery of 'shrinkflation' and the breakdown of the social contract. Explore invisible conflicts shaping our world. From submarine cables to youth unemployment, our discussion takes sudden turns. Finally, we broach the increasing recognition of Unidentified Aerial Phenomena (UAPs) by the US Air Force and its implications for the future.

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 deepening financial crisis and the increasing need for forced frugality in our lives. Charles Hugh Smith, known for his profound insights into economic trends, discusses his views on the effects of socioeconomic and cultural changes on everyday living. Having written numerous books on issues like inequality, the decay of societal structures, and the impending financial collapse, Smith provides a unique perspective on the current state of affairs.Michael Gayed, the host of Lead-Lag Live, is an award-winning financial analyst who is known for his ability to ask tough questions and dig deep into complex financial topics. In this interview, Michael Gayed takes the audience on a journey through the hard realities of the financial world and our society's looming economic challenges.This video promises an in-depth and exciting dialogue between two financial experts. It's a must-watch for anyone interested in understanding the economic realities we are currently facing and the future of our financial system. The discussion between Charles Hugh Smith and Michael Gayed of Lead-Lag Live is sure to leave you thinking deeply about the state of our economy and the necessity of adopting a more frugal lifestyle.So, if a deep dive into financial realities and intense discussions on forced frugality make your brain tingle, this video is just for you. Hit subscribe to stay updated with more insightful interviews and discussions from Lead-Lag Live. Remember to like, share, and comment with your thoughts on this profound conversation.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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

Jens Nordvig, renowned economist and founder of Exante Data, discusses the impending credit crisis in China and its potential impact on international economies. He highlights the decline in daily activity indicators and the dire situation in the real estate sector. The podcast also covers topics such as the yield curve in Japan, the impact of oil prices on Japan and China, analyzing the turning point in the hiking cycle, and the functions of Market Reader Inc. This podcast is a must-listen for finance professionals and enthusiasts alike.

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. This Jim O’Shaughnessy Interviewed by Michael Gayed of Lead-Lag Live session provides a unique opportunity to hear insights from one of the most respected voices in the investment industry.Apart from discussing the finer points of investing, the podcast also takes a look at O'Shaughnessy's journey thus far. It provides an intimate look into his philosophy and approach to investing, making it a must-listen for anyone interested in understanding the dynamics of the modern investment industry.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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

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 equities market. With a keen analysis of the RSI on the weekly TLT chart and its key points of momentum, Dale also brings to light the implications of tech stocks and earnings arriving later in the day.Could there be an orchestrated banking crisis unfolding before our eyes? We investigate the possibility of the Federal Reserve pulling the strings, potentially aiming to commandeer the banking system through the use of CBDCs. We piece together the strategic moves the Fed might make in the face of a confidence crisis paired with the implications for currency markets, commodities, and gold in a risk-off event. This discussion leads us to consider the prospect of a sovereign bond crisis spilling over to the US, backed by Dale's expertise on the recent declines in long-duration treasuries and the potential for a credit event in 2021.To conclude this episode, we shift gears as Dale highlights the importance of digital marketing strategies for today's businesses. He talks about effective ways to build a brand, engage customers, and create content that resonates with your target audience. Don't miss out on his unique insights that could give your business the edge it needs. Tune in for a deep dive into the current financial climate and beyond, as we sift through these fascinating topics with Dale.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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