Lead-Lag Live

Uncover the elusive world of tactical asset allocation and the mechanics of trading volatility products with my special guest, Jim Carroll. Wondering how to make your portfolio more resilient in the face of market fluctuations? Our conversation will guide you through the importance of rules-based investing and strategy diversification, helping you develop a robust approach to your investments.Step into the engaging world of tactical trading, dissecting the dynamics of shorting volatility and understanding the potential pitfalls of systematic models. Want to make your tactical trading more tax efficient? Carroll provides valuable insights into the pros and cons of decision timing and the essential role of frequency versus magnitude in tactical trading. We ground our discussion in real market conditions, analyzing the risk of surprise events and pondering their implications for tactical asset allocation.Finally, we demystify the process of trading VIX futures or options, debunking common myths and providing practical strategies. Picture this – what if waiting for the VIX to spike to short vol isn't the best approach? Join us as we offer a fresh perspective on volatility exchange trader products. In a lighter vein, Jim shares his favorite drink, a smooth Cabernet Sauvignon, adding a personal touch to our enlightening conversation. Tune in for a richly informative episode filled with actionable tips and valuable insights.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

Get ready to unlock the secrets of a systems-based approach to investing, as we sit down with Jeff Ross, a seasoned investor with a diverse background in radiology. We delve into the intriguing intersection of radiology and finance, discovering how a systems-focused perspective can be applied to asset pricing in the context of macro top-down analysis. From dissecting the effects of inflation and economic growth to understanding liquidity, this conversation is packed with insights for every investor.When it comes to navigating market uncertainties, there's no better guide than Jeff. We'll explore how to seize potential opportunities that surface during a recessionary bear market, including the role of timing for bonds and gold, and strategic allocations to cash, inverse funds, and Bitcoin ETFs. It's not all doom and gloom though. We also touch on the evolving landscape of investing over the last decade, the advent of stagflation, and the influence of the 'Fear Of Missing Out' on market dynamics.Wrapping up, we plunge into the fascinating world of central banks, their immense power, and the rippling effects on asset valuation, market structure, and liquidity. Questioning the relevance of traditional free market economics, we consider Bitcoin as a reflection of a free market. Expect to leave this episode with a more nuanced understanding of the economic signals of a potential downturn, the consequences of hawkish rhetoric from the Federal Reserve, and the controversial role of quantitative easing in propping up risk assets. Get ready for an enlightening discussion with Jeff Ross and amplify your investing acumen!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

Ever wondered what goes into managing portfolios at institutions like Morgan Stanley? Tune in as we pick the brain of Andrew Moss, an official trader with T3 Trading Group, and explore the ins and outs of trading. Andrew's journey into the trading world began with his father's influence, and he brings a wealth of experience and insights into the business side of investing and how to evolve from a decent trader to an exceptional one.Venture with us into the realm of short-term trading strategies, where time frames shape our plans and headlines, active positions, and price action guide our decisions. Experience the pulse of the market as we dissect volatility and trading strategies, looking at where a trade could go and how to form a comprehensive plan. Learn about the significance of momentum and identifying potential market shocks, and understand why being prepared for volatility is crucial, even when the VIX is less than 20. Finally, we navigate the broader financial landscape, examining the impact of the dollar's move and the treasury market in a tightening environment. Grasp the connection between the dollar and treasury markets, and consider the potential of a credit event. Get insights into market trends and risk management, and learn how to plan for possible changes, including pre-election trends and seasonality. To round off this informative episode, we uncover common mistakes in short-term trading strategies and provide tips to avoid them. Join us to enhance your trading acumen and navigate the financial markets like a pro!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

Ever wondered why one of the world's wealthiest men, Bill Gates, is the largest individual farmland owner in the U.S? Get set for a captivating journey as we venture into the perhaps unexpected but intriguing world of farmland investment with Carter Mallow, founder of Acretrader. This episode, filled with data-driven insights, underscores the consistent performance of farmland as an investment and its minimal correlation with the S&P 500, revealing its steady compounding quality and relative lack of volatility.Unravel the world of farmland investment as we spotlight how Acretrader is harnessing data, technology, and expertise to demystify this fragmented asset class. We take a deep look at the role of the platform and the tools used in providing data aggregation and much-needed transparency to the U.S farming community. The discussion takes an interesting turn as we ponder on what could have possibly prompted Bill Gates's significant investment in farmland.As we continue on this exciting journey, we delve into the heart of farmland investment - the macro and micro trends shaping the space. We touch upon the critical role of food security in the light of increasing global population, and the potential shift towards domestic food production. We also give you a taste of what farming efficiency, technology, and geographic considerations mean for the discerning farmland investor. Wrapping up the episode, we tackle the topic of liquidity in farmland investment, the implications of investors needing to access their funds earlier, and how farmland performed during economic contractions and recessions. This episode is an absolute must-listen for anyone keen on understanding the potential of this unique asset class!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

Are you ready to transform your mindset and master the art of investing? Join me as I engage in a captivating dialogue with Willie Delwiche, a seasoned investment strategist. We journey through Willie's experiences navigating an often turbulent market, dabbling between buy-and-hold and active trading strategies. We also shed light on the distinction between the Chartered Market Technician (CMT) and Chartered Financial Analyst (CFA) designations, and discuss the recent sentiment on social media towards fledgling traders.The investment terrain can, at times, resemble a labyrinth. Willie and I aim to guide you through this maze, dissecting the current investment landscape and the conundrum of identifying a "fat pitch" in the existing market. We emphasize the significance of simplicity and focus in an arena brimming with information, while tackling the ongoing duel between tactical tailwinds and secular headwinds. Further, we offer insights on discerning signals for entry and exit points in the market, providing you the tools and knowledge to navigate this venture like a pro.Risk and opportunity dance hand in hand in the realm of investments. We delve into the pros and cons of shorting in the contemporary investment environment and explore the merits of patiently holding cash and awaiting favorable opportunities. We also touch upon sector rotation as a risk mitigation strategy while emphasizing the paramount importance of timing when hedging against declining markets. Join us as we unwrap these subjects and more, equipping you with invaluable insights and perspectives, whether you're a novice investor or a seasoned pro.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

Are you getting the most out of your financial understanding? Prepare to amplify your knowledge as we unravel the enigma of economic thought and theory with our distinguished guest, Peter St. Onge. A highly respected economist, former professor, and an esteemed fellow at the Mises Institute, Peter brings a wealth of insights into the often misunderstood sphere of Austrian economics. Our journey of discovery pivots around the fascinating contrast between mainstream economic theories and the more accurately predictive Austrian school of thought. We delve into the fallout of the credit crunch of March 2020, the practices of the Federal Reserve, and the ripple effects of a global economy flush with printed money. Peter provides an insightful analysis of the U.S banking system, spotlighting the role of community banks and the perils of high-risk loans, and detailing the ripple effects of the 2008 financial crisis. But that's just the tip of the iceberg. Our conversation veers into an engaging debate of Bitcoin versus gold, examining their respective strengths and weaknesses. The geopolitical landscape is not overlooked, as we discuss the declining dominance of the dollar and the ramifications of de-dollarization. We also inspect China's economic challenges, the cause and effects of youth unemployment, and the potential for political unrest. Finally, get a sneak peek into Peter's influential social media presence and discover how his astute observations are reshaping economic discussions. This is a conversation you won't want to miss!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

Ever wonder how a physical education teacher could turn into a successful investor? Join us as we navigate the exciting journey of Nick O'Gorman, a Yonkers native who jumped into the world of dividend investing after the tragic loss of his father. Nick's story is a testament to the power of self-education and determination, as he shares his invaluable insights into the art of dividend investing and how it led him to financial success.In a world where the market's waves could be nerve-wracking, Nick shares his unique approach to selecting impeccable American companies for investment, focusing on five key metrics. He takes us through his frugal lifestyle that so deeply integrates into his investment strategies, showing that being austere isn't a punishment but a stepping stone to financial freedom. His experience during the COVID crisis was his first real test as an investor, and you'll be amazed to hear what he learned from it.Our conversation doesn't stop there. Nick offers a closer look at his investment portfolio, highlighting the importance of a balanced portfolio diversified across stocks, real estate, and business. His journey reveals that investing is more than number-crunching, it's about the diligence in learning, researching, and understanding the ins and outs of a complex world. As we wrap up, Nick shares his passion for teaching others and his views on the current state of financial education. So, buckle up and prepare to be inspired by Nick's journey from a PE teacher to a savvy investor.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

Ever wondered about the secrets of Wall Street? Get ready to navigate the intricate world of finance with industry legend Boaz Weinstein, who takes us on an exhilarating journey into the world of closed-end funds, bonds, loans, and curve shape. His intriguing story starts with an unexpected job opportunity at Merrill Lynch, which ignited his interest in Wall Street. From there, Weinstein's career skyrocketed, leading him to cross paths with big names like Warren Buffett and Ed Thorpe. Now, imagine that there's a hidden world of investments that's often overlooked, yet brimming with opportunity. Boaz offers his insights on why some closed-end funds are sold and not bought, and what happens when funds drop to large discounts. The conversation also explores the correlation between credit spreads, fund entrenchment, and discounts, offering insights rarely shared outside of the boardroom.But it doesn't end there. We also delve into the intriguing concept of leverage and consolidation in investment funds. We examine how managers use leverage to maximize their fees and how the consolidation shift is creating larger margins for investors. Lastly, we explore the world of leveraged buyouts, their risks, and rewards, as well as their role in maximizing returns in the investment industry. So, buckle up and join us on this thrilling journey through the labyrinth of finance, brimming with stories, insights, and valuable knowledge every investor should know.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

Imagine a world where private ownership is obsolete and your happiness is not only promised, but guaranteed. Sound like a dystopian novel? Well, according to the World Economic Forum's predictions for 2030, this could be our reality. Join us as we dissect this alarming forecast with our guest, Carol Roth, an entrepreneur, recovered investment banker, and author of the thought-provoking book, "You Will Own Nothing and Be Happy". We delve into a myriad of topics that are interconnected - from social credit and ESG to Wall Street's competition with everyday people to purchase homes.Navigating the murky waters of financial stimulus, we discuss governmental influence and the dangers of taking money without fully understanding the implications. It's a firm belief that financial literacy is the key to preserving the American Dream. And what happens when people have nothing left to lose? We contemplate potential uprisings and how to equip our listeners with the knowledge that can help to avert such a scenario. The conversation ventures into the prospects of a digital dollar and the weaponization of the dollar by the US government, revealing unsettling truths and potential outcomes.In the final act, we scrutinize the ripple effect of the Fed's interventions in the housing market, the entry of institutional money into single-family markets, and the concerning shift of wealth from Main Street America to Wall Street. Drawing parallels to the Twilight Zone, we caution listeners on the unforeseen consequences of good intentions gone awry. With the looming resistance of central banks and governments to decentralization, it's imperative to arm ourselves with knowledge and awareness, as Carol Roth's research underlines. This episode is a powerful call to action to push back against central planning dictates and mandates, and to remain vigilant and informed in these turbulent times. 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

Could the US economy be on the verge of hitting a wall? Join us as we unwrap the enigma that is the gold and silver market with Don Durrett. Don takes us through his personal journey into the world of gold and silver, explaining why he believes gold is the ultimate hedge. With an insightful exploration of how globalism and the state of the US economy have impacted social and political systems, he uncovers the potential for skyrocketing gold and silver prices that could yield significant returns for miners.What would be the implications if gold and silver truly were a 'sure thing'? Our conversation with Don continues as we turn our attention to the puzzling under-ownership of gold and silver mining stocks. Don sheds light on the declining US economy post-1945 and the profound implications of the Fed's adoption of MMT in 2008. As the prospect of silver prices rising becomes a reality, we examine the potential for the widening margins of silver miners and the exponential growth of quality producers' multiples.As we delve further, we uncover the exciting possibility of gold and silver poised to reach new all-time highs. Don shares invaluable advice on investing strategies for gold and silver, grounded in his experiences with three-baggers and his 10-bagger list. But investing is never without risk - we explore the potential hazards of investing in emerging markets and the importance of risk management. Listen in for an enriching dialogue that could be the key to unlocking your investment potential.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