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.Welcome to an insightful conversation with the dynamic Olivia Voznenko, a seasoned trader with a unique journey from private banking on Wall Street to becoming a media personality. Olivia shares her approach to trading, centered around flexibility and adaptability to market conditions, as opposed to a rigid bull or bear stance. We delve into the shifting landscapes of private and public markets and explore how Olivia's evolving skill set has equipped her to navigate these changes with finesse.We also take a deep look into the world of market analysis, trading strategies, and the role gender plays in trading. Olivia provides intriguing insights into how a keen eye for news flow and volume changes can be instrumental in spotting potential opportunities and the impact of oil prices on the broader stock market. We address the glaring gender disparity in trading and investing, with Olivia shedding light on why the scales are tipped unfavorably towards women in the industry.Closing the chat, we explore the intriguing intersection of social media and trading strategies, emphasizing the significance of resilience and consistency in unpredictable markets. Olivia underlines the importance of educating clients effectively and the challenges of translating complex trading information on platforms like TikTok.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.Curious about the intriguing world of Bitcoin and its interaction with the law? We've got you covered! Together with Caitlin Long who initiated her Bitcoin journey back in 2012, we embark on a captivating exploration of alternative schools of economic thought. We uncover the vast digital landscape, the significance of an honest ledger, and the lurking fraudulent activities. More importantly, we pull back the curtains on how to navigate the regulations governing this space responsibly. Jumping from the legalities of digital assets, we plunge into the strenuous relationship between Western legal systems and the ever-evolving internet. We lay bare the ongoing debates on censorship in cyberspace, especially on platforms like Twitter. The discussion extends to the role of elected officials in Congress in steering these crucial debates. The conversation takes a fascinating turn as our guest shares her Bitcoin journey, shedding light on the power of economic ideology in fixing flawed money transmitter statutes in Wyoming. If you've ever wondered how Bitcoin is perceived in countries experiencing hyperinflation, we've got a compelling story about Venezuelans mining Bitcoin for US dollars!Finally, we take a sweeping look at the global reverberations of Bitcoin. We dissect the constant tug of war between viewing Bitcoin as a store of value and the volatility it carries. We dig into Bitcoin's potential as freedom money, and the implications of Wall Street venturing into the Bitcoin market. From different perspectives within the Bitcoin community to the implications of paper Bitcoin, we've got it all covered. We also offer insight into the possibilities of price suppression schemes, courtesy of supply and demand curves. So if you're thirsty to unravel the complex intricacies of the Bitcoin market, the pivotal role of regulations, and the immense potential of digital assets, you can't afford to miss this episode!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.Dare to challenge your assumptions about investing? We're shaking things up in this fascinating discussion, bursting the bubble of overconfidence in the investment world. You'll learn there's more to achieving stellar returns than sheer effort, with a sprinkle of luck and a healthy dose of factual data playing pivotal roles in transforming your portfolio. Let's dispel the myth of the direct correlation between effort and outcome, shining a light on the invisible hand of randomness that steers the market trajectory.Venturing into the world of blockchain, we equip you with the knowledge you need before you leap into this high-stakes arena. We'll dissect the complexities of micro payments, decentralized finance, and their potential to usher in a new era of prosperity in emerging economies. But it's not all plain sailing - the current stock market meltup and the looming pre-election year cast long shadows on these uncharted territories. You'll understand the dynamics that could stir the markets and learn to navigate these potential pitfalls.As we dissect the enigma of bull and bear markets, you'll gain insights into the idiosyncratic risks inherent to the S&P 500 and the role of long-duration treasuries as your safety net. We'll reel back to the past, analyzing drawdown lows and their profound impact on your investment strategy. Through the rollercoaster ride of 2020, we'll show you how to stay the course, keeping your focus on the process rather than the outcome for a more rewarding investment experience. And as we explore the ebb and flow of market cycles, you'll be reminded of the ancient wisdom of Clisiasis - there's a time for everything. So buckle up, for an enlightening journey where we learn to trust in the cycles of life and the power of collaboration in investing.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.Are you ready to revolutionize your trading game? Join us for an in-depth conversation with Ben Calusinski, a seasoned trader known for his unique approach to the markets. We discuss the importance of finding a strategy that works for you, and how to stay ahead of the curve in the ever-changing world of trading. Plus, learn about Cheddar Flow, a data provider for options and dark pool exchanges, and Ben's affiliation with them, including his free YouTube videos.Discover the power of cycles and technical analysis as we dive into Ben's experience with an 18-day cycle that accurately identifies trend changes and high probability setups. You'll be amazed at how this cycle has worked throughout the bear market and how it can help you find entry and exit points. And as a bonus, we'll explore the importance of managing risk and remaining unbiased when trading, regardless of macro issues.Lastly, we'll discuss the double-edged sword of being publically open with trades on platforms like Twitter and the invaluable lessons to be learned from trading. Ben shares his insights on humility, the importance of understanding the market, and his projects with backtesting. Don't miss this episode if you're looking to elevate your trading skills and gain valuable insights into the world of trading.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 tap into the mind of a fixed income and macro investing expert with 30 years of experience? Don't miss our fascinating conversation with Mustafa Chowdhury, as we discuss the lag effect of policy in the economy and market, the structural changes caused by the Federal Reserve's prolonged zero interest rate policy, and how the market's response has been different this time around. We also tackle the implications of the Fed's rate hikes in 2020 and their impact on the fixed income space.Join us as we explore the current state of duration in the US markets and its effects on the banking system, households, and consumer spending. We'll examine the Federal Reserve's ownership of mortgages and treasuries, and how higher interest rates affect the American banking system and households. Mustafa also shares his thoughts on credit-contracted consumer spending, potential risks for small banks, and the bifurcation of the stock market between tech stocks and other sectors.Lastly, we'll dive into the macroeconomic conditions impacting the rental market and the narrative surrounding recession. Mustafa provides his expert opinion on the lag effect of policy on consumer spending, the duration of US markets, and how this affects the banking system, households, and consumer spending. We also discuss the Federal Reserve's role in the multifamily market and the effects of new job creation in the low-income sector. Tune in now to gain valuable insights from a seasoned expert!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 can traders thrive in the ever-changing stock market landscape? Join us as we sit down with Uncle Pac, a seasoned stock trader and market maker from rural South Georgia, to gain insights from his wealth of experience. From his humble beginnings to becoming a market maker and independent trader, Uncle Pac shares the reality of the stock market and offers valuable advice on how traders can capitalize on wrong opinions.We also delve into the impact of the Federal Reserve on market instability and the potential for a Venezuela-like scenario in the United States. Uncle Pac shares his concerns about the US on the brink of failure, the devaluation of the dollar, and the ripple effects of rampant money printing on inflation. Discover the powers of the Federal Reserve, the rise of market rallies, and the influence of algos in today's volatile market.Lastly, we explore Uncle Pac's unique approach to short-term stock trading strategies, highlighting the importance of using multiple time frames to find potential breakouts. Learn about the triggers he sets for alerts, how he identifies patterns in candles and averages, and the psychological aspects of trading and managing losses. Don't miss this engaging and enlightening conversation with Uncle Pac, packed with practical wisdom every trader should know.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.Are you ready to navigate the complex investment landscape in China? Join us as we sit down with our special guest, Shehzad Qazi of China Beige Book,  as he shares invaluable insights on how the growth narrative and market often disconnect and why China's official data can be misleading. Discover the value of using private data to get a clearer picture of China's economy and learn how to identify critical signals for investing or being cautious.Together, we delve into China's economic trends, including consumer spending, manufacturing, and growth, while exploring the implications of a lack of a leading growth driver sector. We also dive into the accelerating AI war and its potential impact on the economy. Moreover, we discuss the effects of dollar movements on China's economy, the potential implications of companies leaving China, and the Chinese government's reaction to this massive change. Lastly, we examine the geopolitical dynamics between China and India, the risks of investing in China amidst geopolitical uncertainty, and the impact of China's economy on global growth. Don't miss this insightful conversation with Shehzad Qazi and gain a better understanding of navigating China's economy and investment landscape.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 I told you that Australia's economy is more closely tied to China than ever before? Join me in an insightful conversation with Tarric Brooker, a seasoned expert in geopolitics, finance, and economics with experience at News Corp and Hill Tower Resource Advisors. We unpack the mixed bag of the Chinese economy, its impact on Australia's exports and budget surplus, and delve into the world of property bubbles and engineered glide paths.In our discussion, we explore the fascinating relationship between Australia and China, touching upon the effects of rising inflation in China on Australia's economy, and the Australian federal government's reliance on commodities to fund its spending. Additionally, we examine the potential devaluation of the Chinese Yuan and its possible impact on the Australian dollar. We also analyze Australia's unique response to rising interest rates and its precarious position with 85-95% of mortgages being variable rate.Lastly, Tarric and I discuss the disinflationary and deflationary forces of widening wealth gap, demographics, and technology, and ponder the changing narrative of demographics post-COVID. We consider how AI may replace the need for more people, and explore the potential unique case of Australia's boomer-powered economy, where older Australians are an aggregate exceedingly wealthy. Tune in as we debate the possible short term inflationary effects of the reminder of death in the midst of the COVID lockdown, compared to the longer-term deflationary effects.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 it take for a broad asset allocation shift to occur, and how do gold and Bitcoin fit into the ever-changing financial landscape? Join me, Michael Gayed, as I sit down with ByteTree founder and multi-asset expert Charlie Morris for a fascinating conversation on these alternative assets and our evolving world of investment.We'll explore the performance of gold and Bitcoin, their low negative correlation, and the potential benefits of allocating both assets in a portfolio. Charlie shares his insights on why institutional investors have been slow to embrace Bitcoin, but how private investors can create opportunities in alternative investments. We'll also discuss market trends, safe haven definitions, and the challenges faced by these assets in the current market environment.Finally, we examine the implications of regulation on Bitcoin's growth and its place in the tech sector. Charlie reveals how Bitcoin faces competition in technology and has outperformed both the Nasdaq and gold in the last 30 years. We'll also dive into the importance of network effects, the risks of investing in Bitcoin miners, and the future of Bitcoin in the face of regulatory challenges. Don't miss this insightful discussion to expand your understanding of gold and Bitcoin's role in the world of investment.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 better understand the complexities of the food supply chain and how it affects your wallet? Join our fascinating conversation with Dr. Sylvain Charlebois as we uncover the factors that determine food prices, from labor issues and interest rates to geopolitical tensions. Dr. Charlebois provides valuable insights on food inflation rates in the United States and Canada, highlighting the distinct differences in food supply chains and pricing between the two countries. Together, we explore the megatrends poised to bring down food prices in the future, including dropping industrial costs and the potential decline of food inflation. Dr. Charlebois shares his expertise on the role of AI in anticipating demand, non-AI innovations like automation and robotics, and the evolving values of younger generations in shaping the food industry. We also discuss how consumers are adapting to food inflation and the potential impact of technology and cloning meat on increasing resilience.As we compare the food supply chain in the US and Canada, Dr. Charlebois offers insights into the higher margins and prices found in the Canadian market due to the concentration of grocers. We discuss the financial strategies of Canadian grocers and the potential consequences of extreme price swings for various food categories. Don't miss this enlightening discussion on the intricacies of the food industry and how understanding its complexities can empower us as consumers.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