Lead-Lag Live

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.Are you ready to challenge what you know about monetary systems, libertarianism, and the role of government intervention? Join me as I sit down with Chris Rossini, a veteran in the field, who has spent the past decade working closely with Ron Paul. Chris will reveal how the Federal Reserve's power to monetize government debt has sparked global events like World War I and significantly impacted the value of your dollar.Ever wondered who truly benefits from the Federal Reserve system? We'll shine a light on the elephant in the room, discussing how the users of the dollar pay the price while government and banking systems rake in the benefits. Watch out for our take on the military-industrial complex, the media, and how these powerful entities are lured towards the printing press. Ponder upon the possibility of a food crisis being the catalyst for change, as opposed to a financial one. From understanding the complex relationship between gold, silver, and fiat currency to discussing the risks of governments and banks hijacking money, we've got you covered. Tune in as we explore the manipulation of market systems, the impact of 0% interest rates, and the rise of the woke agenda and investments. Don't miss our robust debate on the pros and cons of investing in the stock market from a libertarian standpoint and how this perspective has been shaped by Dr. Paul's influential work. This episode promises to be a thought-provoking journey, challenging our understanding of economic systems and government intervention.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston. Leveraging her experience in chemistry, journalism, and global mineral exploration, Gwen helps us navigate the intriguing labyrinth of geology, jurisdiction, and capital markets. We also look at the evolution of mining cycles over time, especially in light of the significant liquidity in the market.Next off, we bring the spotlight on gold miners and gold prices. Gwen dissects the reasons behind gold's strong performance, hinting at central banks' penchant for gold. We also explore the leverage gold stocks offer to investors and how gold often leads miners. Aside from gold, we delve into the realm of base metal miners, their distinguishing factors, and why a firm belief in gold is a vital denominator when considering gold investment. We also touch on copper and iron ore and their potential recession signals. Finally, our journey leads us to China – a key player in metal demand. We delve into the balance between supply and demand for base metals, and how the green transition is driving this demand. Gwen highlights the challenges posed by capital costs and the scarcity of new mines. A special focus is placed on lithium - its importance, geographic concentration, and the exponential growth in demand. So, gear up as we uncover the investment potential of lithium and other metals, specifically looking at the discovery and building/operating phases of lithium projects. Stay tuned for a closer look at copper, the next big thing to watch out for in the metal market.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.What does the future hold for our economy, and how will it affect your investments? Join me as I discuss these pressing questions and more with Porter Stansberry, a leading independent financial researcher. Porter shares his insights into the nuances of financial publishing and the critical role of independent research. He also reveals why traditional media companies may struggle to break into financial publishing and how digging deeper into SEC filings can give you a competitive edge in the market.Society is in a constant state of evolution, and this episode is no exception. Porter Stansberry and I take a candid look at the rising acceptance of once-taboo activities like prostitution and gambling, and how these shifts are impacting our civil society. We also discuss the potentially detrimental effects of debt monetization and the rise of authoritarian government solutions. On a brighter note, we delve into the growth of the energy industry and the burgeoning influence of ESG investing.Lastly, we travel back in time to explore the origins of property and casualty insurance in the Catholic Church, tracing its evolution into a cornerstone of modern finance. Porter and I discuss the importance of conservative underwriting and smart compensation structures for success in the insurance industry. We also explore potential economic consequences of the Pay Check Protection Program and the future of Bitcoin. This episode promises to leave you with invaluable insights and a fresh perspective on finance and investing. Listen in to equip yourself for whatever the future might hold.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Soderstrom. With 20 years of experience, Aaron unravels the mysteries of the business cycle, shedding light on the interplay of multiple cycles; from labor to credit. As we navigate the intricate terrain of these cycles, we'll uncover how to distinguish between false signals and real market anomalies. Ready to decode the secret language of recessions? Aaron and I tackle the timely topic of recession warning signs, leading indicators, and what they mean for your investments. We'll scrutinize the often-overlooked role of the Federal Reserve in controlling wage inflation and unemployment. On this journey, we'll also consider the impact of AI trading and the Fear of Missing Out (FOMO) on the market dynamics. Stay tuned as we challenge you to shift your perspective on market data.But wait, there's more! We'll venture into the realm of asset allocation amidst recession and how to wield the four macro factors: economic growth, credit risk, inflation expectations, and real rates to your advantage. We'll delve into the practical applications of machine learning and statistics in determining asset allocation, and how inflation expectations can be harnessed for maximum profit. We'll also explore the world of yield curve, its inversion, and what it signals for a recession. Don't miss out on this insightful discourse that's sure to revolutionize your investment game!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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.Ready to saddle up and ride into the volatile world of cattle futures? Then you won't want to miss this episode featuring none other than Brett Crosby, the MBA Cowboy. Brett shares his journey from the basketball court to the ranch and provides a vivid insight into the major forces driving the supply and demand dynamics of the cattle futures market. As an added bonus, he'll reveal the details of his research project, Beef Basis, aimed at predicting calf prices and effective risk management.The second part of our discussion ventures into the exciting, yet risky, realm of speculation in cattle futures. Brett shares insights on how he expertly manages risk, hedges his position, and navigates the complex landscape of the market. We also delve into current market challenges, like the impact of drought and monetary policy on those with ranch-based loans and mortgages. And finally, Brett demonstrates how he mitigates risk through a blend of fundamental and technical analysis, presenting a fascinating exploration into the ups and downs of modern-day cattle ranching. This is a must-listen for anyone interested in the intersection of agriculture and finance.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.How much of your investment strategy is driven by skepticism? Ever consider how the shifting sands of the energy market could reveal promising investment opportunities? Join us as seasoned investor and financial advisor, Judd Arnold, pulls back the curtain on his journey from athletics to investment, and shares how an innate sense of skepticism has been a guiding force in navigating the volatile financial landscape. Let's break down the S&P 500's changing shares, the influence of large cap stocks, and how this impacts active managers and market performance. Discover how Judd navigates the world of energy and commodities investing amidst large cap dominance, and understand the shifting dynamics of the energy industry. We also take a look at the ins and outs of offshore drilling and credit risk investments, exploring the feasibility of companies like Transocean and Tidewater, and what the current state of the credit market means for the energy industry.We wrap up by focusing on the long-term outlook for leveraged companies. Using Oxy as an example, we explore the prospects for companies that are able to de-lever and bounce back. Whether you're a seasoned investor, or just starting out, this enlightening discussion with Judd Arnold is a treasure trove of insight that you simply can't afford to miss. So grab your notepads, and let's get started!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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.Ever thought about how mainstream narratives can stifle innovation and creativity? What if I told you the power to challenge these narratives lies within you? Join me as I sit down with Demetri Kofinas, a fascinating entrepreneur and host of the Hidden Forces podcast. We cover his journey from launching a gaming company to creating a podcast, highlighting his contrarian approach to entrepreneurship.How do we navigate the complexities of AI adoption, misinformation, and the influence of corporate-controlled platforms that shape our online experiences? Demetri and I grapple with these questions, scrutinizing the digital guardrails guiding our lives. We examine the critical need for constitutional safeguards in a society governed by terms of service, and the importance of trust in leadership. It's a deep dive into some of the most pressing issues of our digital age.Finally, we touch on the intriguing disconnect between US foreign policy and public opinion, the evolution of political correctness, and the enigmatic outcomes of populism. Dimitri shares his unique insights on these and more, including the challenges he faced getting his podcast onto in-flight entertainment systems. This episode is not just a conversation, it's a journey through the complexities of our shared digital reality, offering a fresh perspective on the issues shaping our world. Tune in, and prepare to have your assumptions challenged.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.What if you could step into someone else's shoes, take on their voice, and share their story? That's the intriguing world of ghostwriting, and no one knows it better than our guest, Joshua Lisec- the world's top ghostwriter. Discover how a career in debate laid the foundation for Joshua's mastery of suspending disbelief and adopting a client's perspective. Learn about his process improvements and standardizations that have guided his seven-figure business to success. Be intrigued as he unpacks his technique of multi-sensory language, a tool that makes readers feel like they're living the author's story, subsequently increasing the book's chances of being recommended and sold. Ever wondered about the transition from ghostwriting to becoming a known authority? Joshua enlightens us on this journey, emphasizing the importance of attracting haters and leveraging this stage of success for financial gains. Gain a sneak peek into the mindset of a journalist and the intricacies of the coaching industry through Joshua’s unique perspective. Also, brace yourself to delve into the fascinating, yet unnerving, world of manipulation tactics from a book Joshua ghostwrote and learn how to make yourself immune. Lastly, Joshua unveils his thoughts on the future of ghostwriting in an AI-driven world and the potential shift that could replace the bottom 90% of ghostwriters. This episode is a thrilling journey into a hidden world that influences so much of what we read, yet remains largely unseen.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.Imagine a world where you have insider knowledge into the fascinating realm of investing in critical resources such as gold, silver, copper, and battery metals. Exciting and profitable, isn't it? That's precisely what you get as we unravel the mysterious world of resource investing with James Connor. We chat about Canada's resource-focused economy, upcoming virtual conferences that provide in-depth knowledge about these themes, and even touch upon the intriguing investment potential of uranium. Have you ever thought about the global demand for lithium and its role in electric vehicles? We're taking a closer look at the poorly understood lithium market, which has major players like General Motors, Ford, Tesla and Volkswagen in a scramble to secure supply. James shares his enlightening views on China's policy changes that are driving the battery metal sector and even sheds light on the Global X Lithium and Battery Technology ETF. We then shift gears to a discussion around one of the world's most sought-after minerals - gold. You'll hear my thoughts on the current price movement of gold, why it's a stellar investment that acts as a hedge against inflation and a shield against uncertainty, and the reasons we haven't seen the same spikes in gold as we have in other investments, like cryptocurrencies and social media stocks. The conversation doesn't stop there; we also explore how to allocate gold in your portfolio effectively, the benefits of having it, and the dynamics of investing in precious metals. Tune in to discover how to enhance your portfolio and broaden your investment perspective.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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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

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.Get ready to unmask the allure of small and microcap investing with our guest, David Bastian, the founder of Kingdom Capital. As we navigate this intriguing realm, you'll unravel how to think like a business owner, and discover why these diminutive stocks are such an enticing prospect for investors. We'll also discuss the impact of the tech sector on the Russell 2000 and the significance of forecasting market trends for unbeatable investment success. As we venture further, you'll understand the potential rewards and risks within troubled markets. David and I will share insights into the edge investors can achieve through fundamentally driven investments, notably within the retail and banking sectors. We'll talk about differentiating between companies that are structurally impaired and those merely facing short-term speed bumps. Together, we'll decode the tell-tale signs of the XRT retailer ETF and how to spot the enterprises that could stand the test of the current pandemic.Finally, we'll engage in a discussion around the importance of communication and transparency in investing, as well as the role of position sizing. We'll unpack 'kill criteria' - a concept for selling positions and reflect on the frailty small-cap companies face during market disruptions. From the Russell rebalance to the art of diligent stock picking, we'll leave no stone unturned. We'll also recommend some valuable resources for investors, including Twitter, Kingdom Capital Advisors website, Microcap Club, and Seeking Alpha. Embark on this journey with us, and find your way in the small-cap space!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.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditions 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