Lead-Lag Live
Episodes
WTF Happened In 1971 With Ben Prentice & Hac
27 Mar 2023
Contributed by Lukas
Everything.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The Lead-Lag Repor...
It’s Not As Scary As You Think With Dan Gardner
26 Mar 2023
Contributed by Lukas
There's no such thing as the good ol' days.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks...
The Mental Challenges Of Trading With Nick Schmidt
26 Mar 2023
Contributed by Lukas
You don't need to know everything, just what matters most.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 f...
A Woke Financial Crisis With Konstantin Kisin
24 Mar 2023
Contributed by Lukas
The pendulum has begun to swing back.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% of...
Here Comes The Banking Crisis With Alasdair Macleod
23 Mar 2023
Contributed by Lukas
Global contagion incoming or headfake?Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% o...
The End Of The World Is The Bull Case With Marko Papic
22 Mar 2023
Contributed by Lukas
The macro cycle is back.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The L...
Things Are About To Get Wild With Mike Singleton
22 Mar 2023
Contributed by Lukas
The credit crisis is yet to come.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Ch...
The Bitcoin Catalyst With Scott Melker
21 Mar 2023
Contributed by Lukas
It turns out you can believe in Bitcoin, and still not hold it.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 f...
March With Cem Karsan
21 Mar 2023
Contributed by Lukas
Dealer positioning and liquidity are everything.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free...
The Stock Market Melt-Up Continues With Sam Stovall
17 Mar 2023
Contributed by Lukas
Stop ignoring the cycle.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The L...
Housing Is Set To Crash (Maybe) With Lakshman Achuthan
16 Mar 2023
Contributed by Lukas
To know what leads the market, look to the value of your own home.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST3...
Economic Torture Incoming With David Stockman
16 Mar 2023
Contributed by Lukas
The released economic data isn't telling you the truth.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for ...
The Fed’s Hobson’s Choice With Ryan Sweet
15 Mar 2023
Contributed by Lukas
Economic modeling isn't easy when history has no precedent.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 ...
What ETF Flows Are Saying With Deborah Fuhr
14 Mar 2023
Contributed by Lukas
The ETF industry has come a long way.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% of...
War, Tech, & Politics With John Robb
14 Mar 2023
Contributed by Lukas
We need personal data protection and we need it now.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks ...
Gold’s Existential Crisis With Bob Coleman
12 Mar 2023
Contributed by Lukas
Gold outside the system is different than in.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free an...
The Commodity Bull Rages On With Arlan Suderman
12 Mar 2023
Contributed by Lukas
No one does agriculture better than the U.S.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and...
The Food Price Shock With Andrey Sizov
11 Mar 2023
Contributed by Lukas
The Black Sea is more important than you think.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free ...
The Devil In The Details With Louis-Vincent Gave
10 Mar 2023
Contributed by Lukas
Economic modeling isn't easy when history has no precedent.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 ...
The Market’s Turning Point With Milton W. Berg, CFA
10 Mar 2023
Contributed by Lukas
Economic modeling isn't easy when history has no precedent.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 ...
Demographics, Legislation, & Housing With Charles Tassell
08 Mar 2023
Contributed by Lukas
Teamwork makes the real estate dream work.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 3...
Trading Through Crypto Insanity With Adrian Zdunczyk
08 Mar 2023
Contributed by Lukas
Always ask the question of how large your sample size is.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 w...
Finding The Market’s Blind Spot With Izabella Kaminska
08 Mar 2023
Contributed by Lukas
Journalism and currency will never be the same.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free ...
Airbnbust & The State Of Housing With Amy Nixon And Melody Wright
07 Mar 2023
Contributed by Lukas
It turns out, Airbnb could be the catalyst for a housing deflation bust.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PO...
Commodities Will Destroy Stocks With Kevin Bambrough
02 Mar 2023
Contributed by Lukas
Molybdenum is a store of value.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Chec...
The Middleman Economy Is Breaking Us With Kathryn Judge
01 Mar 2023
Contributed by Lukas
Always go to the source.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The L...
Anti-Fragile Value Investing With Brian Stoffel
01 Mar 2023
Contributed by Lukas
Benefit from the unknowable tomorrow.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% of...
Surgically Dissecting Markets With David Rhoiney
28 Feb 2023
Contributed by Lukas
From nothing to everything.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check Th...
The Bear Market Is Over With Marc Chaikin
27 Feb 2023
Contributed by Lukas
All the right things are happening...for now.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free an...
The Next Big Trade With Justin Smyth
26 Feb 2023
Contributed by Lukas
All markets have 4 stages.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The...
A Tesla Melt-Up And Crash With Brad Munchen
25 Feb 2023
Contributed by Lukas
Unpopular opinion: Tesla's stock is volatile AF.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
Geopolitical Risk Is Far From Over With Dan Arbess
24 Feb 2023
Contributed by Lukas
The Federal Reserve has made the whole world unstable.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagr...
EVs, AI, Aliens, & Stocks With Gene Munster
24 Feb 2023
Contributed by Lukas
Tech stocks continue to surprise.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:/...
The Data Is Blinding Us With Andre Jean-Pierre
23 Feb 2023
Contributed by Lukas
No one can predict the future.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://ww...
Cannabis, Mission Green, & Reform With Weldon Angelos & Luke Scarmazzo
23 Feb 2023
Contributed by Lukas
It’s time for a very important conversation around cannabis and the criminal justice system.Check The Lead-Lag Report on your favorite social networ...
Food Shortages Will Persist With Mark Rossano
23 Feb 2023
Contributed by Lukas
Welp, at least eggs only cost $129.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
The Line Between Real & Fake With Zuby
20 Feb 2023
Contributed by Lukas
It's all about perspective.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://...
We Are In A Scary Debt Spiral With James Lavish
19 Feb 2023
Contributed by Lukas
He's a reformed hedge fund manager for a reason.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
Banks Are Planning For Collapse With Lynette Zang
18 Feb 2023
Contributed by Lukas
Why are banks buying up so much gold?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Few Understand This
17 Feb 2023
Contributed by Lukas
Time to interview myself.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.you...
There Is No Landing For The Fed With Patrick Newman
16 Feb 2023
Contributed by Lukas
What is really going on at the Federal Reserve?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYo...
Market News Still Matters With Jason Raznick
15 Feb 2023
Contributed by Lukas
Some news matters more than others.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
The Crash Of Our Lifetime With Harry Dent
14 Feb 2023
Contributed by Lukas
Demographics are destiny. Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.yo...
The Nuclear Renaissance With Mart Wolbert
14 Feb 2023
Contributed by Lukas
The most obvious contrarian trade of all is Uranium.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrep...
Improving The Fed With David Beckworth
13 Feb 2023
Contributed by Lukas
The Fed is the tail risk.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.you...
The Best Traders Keep It Simple With Matt Kenah
12 Feb 2023
Contributed by Lukas
That which is complex often fails.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Haunting The Stock Market Bears With Jeffrey Hirsch
12 Feb 2023
Contributed by Lukas
Unpopular opinion: the bear market is over.Or is it?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrep...
The Strong Jobs Market Lie With Jack Gamble
11 Feb 2023
Contributed by Lukas
Time for the some harsh reality.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://...
Investing Outside The Box With Shana Sissel
11 Feb 2023
Contributed by Lukas
Enough beta.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/th...
The Modern Economy Is Rigged With Dean Baker
10 Feb 2023
Contributed by Lukas
Unlimited debt?Unlimited pain.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://ww...
Timing The Recession With Mike Shedlock
09 Feb 2023
Contributed by Lukas
What does Alice In Wonderland have to do with the economy? Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/l...
Emotional Discipline With Victor Sperandeo
08 Feb 2023
Contributed by Lukas
His friends call him Trader Vic.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://...
Where Have All The Men Gone With Nick Eberstadt
07 Feb 2023
Contributed by Lukas
Something bigger is happening in the labor force.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
The Age Of Turbulence With Noel Smith
05 Feb 2023
Contributed by Lukas
It’s going to be difficult for a long time.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
Finding Value In Commodities With Andrew Hoese
04 Feb 2023
Contributed by Lukas
And now comes the commodity melt-up.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: http...
Profit Contraction Imminent With Aahan Menon
03 Feb 2023
Contributed by Lukas
He is credited with the creation of humanity from clay, and of defying the gods by stealing fire and giving it to mankind. Check The Lead-Lag Report o...
Don’t Call It A Bitcoin Comeback With Natalie Brunell
01 Feb 2023
Contributed by Lukas
Was that it for the Bitcoin rally?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
The State Of Real Estate Development With Sean Sweeney
31 Jan 2023
Contributed by Lukas
What if high rates actually are bullish for real estate development?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitte...
The Tech Wreck Rally With Samantha LaDuc
30 Jan 2023
Contributed by Lukas
Is the chase on?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/...
Another Melt-Up, Another Crash With James Picerno
27 Jan 2023
Contributed by Lukas
What in the world is R?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtu...
Algorithmic Swing Trading With Michael Nauss
26 Jan 2023
Contributed by Lukas
How do you develop a sustainable edge?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ht...
Chokeslamming Politics With Glenn Jacobs
24 Jan 2023
Contributed by Lukas
It’s time to talk to The Big Red Machine about the Broken Washington Machine.Check The Lead-Lag Report on your favorite social networks.Twitter: htt...
Food, Droughts, & Agriculture Trends With GrainStats
23 Jan 2023
Contributed by Lukas
What does it take to trade grains?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Market Timing & Algorithmic Trading With Fari Hamzei
22 Jan 2023
Contributed by Lukas
How do you become a master trader?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Investing In Max Energy With Max Gagliardi
16 Jan 2023
Contributed by Lukas
He’s got more energy than Solar.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
The Next Phase For Bitcoin With Matt Lohstroh
15 Jan 2023
Contributed by Lukas
There’s a whole new opportunity emerging when it comes to Bitcoin mining.Check The Lead-Lag Report on your favorite social networks.Twitter: https:/...
The Bear Market & Cold War With Bilal Hafeez
14 Jan 2023
Contributed by Lukas
Macro talk needs geopolitical talk.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
The Politics Of Money With Tho Bishop
12 Jan 2023
Contributed by Lukas
How can we change incentives?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...
Narratives, Price, & Flows With Patrick Karim
11 Jan 2023
Contributed by Lukas
There are some bad charts out there.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: http...
The Default Cycle Is Coming With Melody Wright
10 Jan 2023
Contributed by Lukas
The housing market is about to get a lot more disorderly.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadl...
Credit Markets & Financials With Richard Christopher Whalen
09 Jan 2023
Contributed by Lukas
2022 was the year for a duration crisis.2023 will be the year of a credit crisis.Check The Lead-Lag Report on your favorite social networks.Twitter: h...
The Golden Age Of Fraud With Edwin Dorsey
07 Jan 2023
Contributed by Lukas
Bears are coming out of their caves.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: http...
A Wild Recession With James Kostohryz
06 Jan 2023
Contributed by Lukas
Can everyone possibly be right?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://w...
Momentum & Trend Trading With Christian Fromhertz
05 Jan 2023
Contributed by Lukas
You can’t be a good trader unless you understand momentum.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/le...
We’re All Short-Term Traders Now With Brian Shannon
05 Jan 2023
Contributed by Lukas
The long-term is just a rolling series of short-terms.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagr...
The Bank Of Japan’s Warning With William Pesek
04 Jan 2023
Contributed by Lukas
Asia is the story for 2023.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.y...
The Contrarian Edge With Vitaliy Katsenelson
04 Jan 2023
Contributed by Lukas
Value never goes out of style.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https...
Long Live Bitcoin (& Fiat) With Greg Foss
03 Jan 2023
Contributed by Lukas
Anyone else tired of systemic risk?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
Global Imbalances & Class Warfare With Matthew Klein
03 Jan 2023
Contributed by Lukas
Investors are very good at overshooting on narratives.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagr...
Enough With The Scandals With Brandon Keys
02 Jan 2023
Contributed by Lukas
One day, crypto scandals will end.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
The ETF Focus With David Dierking
01 Jan 2023
Contributed by Lukas
You can’t spell ETF King without Dierking and TF.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepo...
How The Very Wealthy Invest With Franklin Parker
31 Dec 2022
Contributed by Lukas
Spoiler alert: not with memes.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://ww...
SBF, FTX, & Another Crash With Nick Leeson
31 Dec 2022
Contributed by Lukas
Crypto winter is more dangerous than you think.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYo...
The Stock Market Is Stupidly Overvalued With Mark Spiegel
30 Dec 2022
Contributed by Lukas
Lost decade ahead?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.co...
The Art & Science Of Trading With Lia Holmgren
30 Dec 2022
Contributed by Lukas
In the end, it’s all about the neurons.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube:...
Something Is Breaking With Lawrence Lepard
29 Dec 2022
Contributed by Lukas
How far are we from an everything bottom?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube:...
Russia, Ukraine, And Investing Risks With Bill Browder
29 Dec 2022
Contributed by Lukas
Are investors underestimating geopolitical risks?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
The Fed Knows Something We Don’t With Adam Kobeissi
26 Dec 2022
Contributed by Lukas
Something is different.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtu...
The Global Economy Is Screwed With Gerald Celente
25 Dec 2022
Contributed by Lukas
Is the worst yet to come?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.you...
Energy Needs A Revolution With B.F. Randall
24 Dec 2022
Contributed by Lukas
Current policies are absurd.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www....
There Are Many More Shoes To Drop With Tom Hearden
24 Dec 2022
Contributed by Lukas
Beware the bull market in cobblers.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
Oil, Metals, FTX, & Bitcoin With Nicola Duke
23 Dec 2022
Contributed by Lukas
Compete with yourself, not others.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
The Master Algorithm With Pedro Domingos
22 Dec 2022
Contributed by Lukas
ChatGPT is both fascinating and weird.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ht...
Powell Vs. Everyone With Danielle DiMartino Booth
22 Dec 2022
Contributed by Lukas
It’s time to get some serious intelligence.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
Practical Investing With Adam Taggart
21 Dec 2022
Contributed by Lukas
What are realistic ways of dealing with uncertainty?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrep...
Macro Real Estate Trends With Chris Okada
21 Dec 2022
Contributed by Lukas
It’s not as clear of a trend as you think.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTu...
Philanthropy & Housing In A Recession With Bill Pulte
20 Dec 2022
Contributed by Lukas
There’s no one better to talk about housing and doing right by others.How did we even get here? Check The Lead-Lag Report on your favorite social n...
It’s Gold’s Time Now With Peter Spina
19 Dec 2022
Contributed by Lukas
What if I told you real risk-off favors Gold over the Dollar?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/l...
The Crypto Collapse Spillover With Peter Atwater
18 Dec 2022
Contributed by Lukas
How did we even get here?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.you...
Debt Ceiling Drama 2.0 With Lawrence McDonald
17 Dec 2022
Contributed by Lukas
US credit downgrade incoming.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...