Lead-Lag Live
Episodes
We’re All Short-Term Traders Now With Brian Shannon
16 Dec 2022
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...
Farmland Is The Surprise Investment With Joelle Faulkner
15 Dec 2022
Contributed by Lukas
What if I told you farms are the true store of value?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
The Risk Of A December Stock Crash With Michael Belkin
14 Dec 2022
Contributed by Lukas
Both the bond market and stock market are wrong.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportY...
Don’t Get TOO Bullish With Anthony Crudele
13 Dec 2022
Contributed by Lukas
Context is King.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/...
Macro, Crypto, & The Big Reset With Willem Middelkoop
12 Dec 2022
Contributed by Lukas
Where there’s a Will, there’s a way.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
Lead-Lag Live: Don’t Be A Bull Or Bear, Be A Lion With Richard Moglen
11 Dec 2022
Contributed by Lukas
Risk-off trading will look different on the next leg down.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreport...
Analog Gold Is Better Than Digital Gold With Jason Burack
10 Dec 2022
Contributed by Lukas
Will Gold finally explode higher?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:/...
The Calm Before The Storm With Michael Kramer
09 Dec 2022
Contributed by Lukas
The Dollar top is not in.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.you...
The Catalyst For A Great Recession With Keith Dicker
06 Dec 2022
Contributed by Lukas
Canada is a bigger risk to the global economy than you think.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/l...
Options & Knowing When To Take Profits With Erik Smolinski
05 Dec 2022
Contributed by Lukas
Be the outlier.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com...
The Mightiest Traders Have Humility With Andy Cole
04 Dec 2022
Contributed by Lukas
The losses are the cost of tuition.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
Trading Is A Brutal Journey With Mandi Rafsendjani
03 Dec 2022
Contributed by Lukas
It all starts and ends with trading psychology.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYo...
The Japan Default Looms With Gary Brode
02 Dec 2022
Contributed by Lukas
It may finally be here.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtu...
Retiring Early On Dividends With Mark Roussin
01 Dec 2022
Contributed by Lukas
There’s some good income out there.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Saving The Economy & Government With Rina Shah
28 Nov 2022
Contributed by Lukas
It may comes down to taxes after all.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Functionally Insolvent W/TX
27 Nov 2022
Contributed by Lukas
We are all learning along the way.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Why 2023 Is Brazil’s Year With Fernando Ferreira
26 Nov 2022
Contributed by Lukas
Poucos.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/thelead...
Volatility Is Far From Over With Simon Ree
25 Nov 2022
Contributed by Lukas
It’s time to talk about the Tao of Trading.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
The Perils Of The Bossless Company With Peter Klein
24 Nov 2022
Contributed by Lukas
The idea that companies can operate without a boss is nonsense.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com...
ESG Is Socialism In Disguise With Andy Puzder
23 Nov 2022
Contributed by Lukas
It’s a threat to democracy.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...
GameStop Began The Bear Market With Spencer Jakab
22 Nov 2022
Contributed by Lukas
The Everything Bear Market started within weeks of the GameStop spike.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twit...
Economists Are Wrong With David Lin
22 Nov 2022
Contributed by Lukas
His hair is a store of value.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...
Portfolio Construction Past The Melt-Up With Bob Elliott
22 Nov 2022
Contributed by Lukas
Believe it or not, it’s good to think long-term.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepor...
What's Going On In Big Tech With Paul R La Monica
19 Nov 2022
Contributed by Lukas
There’s more going on with tech companies than just layoffs.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/...
The End Of Large-Cap Dominance With David Nicoski
19 Nov 2022
Contributed by Lukas
The trend few are talking about.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://...
Navigating The Consumer Economy With Neely Tamminga
18 Nov 2022
Contributed by Lukas
It's time to rebuild.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.yo...
The Dollar Is Finished With Ashraf Laidi
17 Nov 2022
Contributed by Lukas
From staircase to elevator to staircase again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYou...
What The Freight Markets Are Saying Now With Craig Fuller
17 Nov 2022
Contributed by Lukas
Will China reopening be disinflationary as supply chains get back to normal?Check The Lead-Lag Report on your favorite social networks.Twitter: https:...
Intuition, Impulse, & Feeling The Market With Denise Shull
16 Nov 2022
Contributed by Lukas
You know you're right when the counter-argument is an insult.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter....
The Next Leg Lower With Hari Krishnan
15 Nov 2022
Contributed by Lukas
Sucker's rally or lasting melt-up?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
Generating Abnormal Returns With Tadas Viskanta
14 Nov 2022
Contributed by Lukas
What in the world is a long-only manager supposed to do?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadla...
The Hunt For 10 Baggers With Ian Cassel
13 Nov 2022
Contributed by Lukas
Every great company started small.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Indian's Melt-Up & Investment Ideas With Gautam Baid
13 Nov 2022
Contributed by Lukas
It's time for India to emerge.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
China In Trouble With Chris Fenton And Leland Miller
12 Nov 2022
Contributed by Lukas
But for how long? Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.c...
For Stocks, It's Do Or Die With Michael Kahn
12 Nov 2022
Contributed by Lukas
Crash or melt-up?There's not much time left.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
Republicans And Democrats Both Suck With Mark Pellegrino
11 Nov 2022
Contributed by Lukas
We need a third option.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtu...
Bitcoin Spring Incoming With Cory Klippsten
11 Nov 2022
Contributed by Lukas
Rumors of Bitcoin's death have been greatly exaggerated.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com...
The Case For Optimism With Adam Johnson
09 Nov 2022
Contributed by Lukas
What if we just saw the everything bottom?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube...
Gloom, Boom, And Doom With Marc Faber
09 Nov 2022
Contributed by Lukas
Bull market in doom?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube....
The Truth About Interest Rates With Edward Chancellor
08 Nov 2022
Contributed by Lukas
You can't understand the present unless you understand the past.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitt...
The Crash That Follows The Melt-Up With Jay Singh
07 Nov 2022
Contributed by Lukas
It’s time to go beyond common stocks.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
The Recession Narrative Changes Again With David Rosenberg
07 Nov 2022
Contributed by Lukas
The scary thing about inflation is that recession may not break it.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter...
Choosing A Deflationary Depression With Juliette Declercq
06 Nov 2022
Contributed by Lukas
It's time to say the quiet thought out loud.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
Energy & Super Volatility With Arjun Murti
06 Nov 2022
Contributed by Lukas
We’re only in the 2nd inning.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://w...
Humbling Bulls And Bears With Cam Hui
05 Nov 2022
Contributed by Lukas
Let’s talk about left and right brain investing.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepor...
Investment Opportunities In India With Deepak Shenoy
05 Nov 2022
Contributed by Lukas
Time to get Money Wise.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtu...
The State Of Manufacturing & The Economy With Rosanna Prestia
04 Nov 2022
Contributed by Lukas
What's really happening to manufacturing?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYou...
Solar, Tesla, & Housing With Gordon Johnson
04 Nov 2022
Contributed by Lukas
Just how much trouble is Tesla in?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Trading Like A Market Wizard With Linda Raschke
02 Nov 2022
Contributed by Lukas
It’s time to talk about trading sardines.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTub...
Bitcoin, The Fed, & The End Of The World With Magoo
02 Nov 2022
Contributed by Lukas
He’s a mystery wrapped in an enigma.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ht...
Innovating And Competing Against Giants With Sean Brown
01 Nov 2022
Contributed by Lukas
The financial services industry is ripe for innovation.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlag...
Housing’s Perfect Storm With Ron Butler
31 Oct 2022
Contributed by Lukas
He’s worried.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c...
The Pension Fund Time Bomb With Keith Weiner
30 Oct 2022
Contributed by Lukas
The UK pension crisis is a warning.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
A Bottom Or THE Bottom For Stocks With David Cox
29 Oct 2022
Contributed by Lukas
Markets are like classical music.And the crescendo nears.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadl...
Real Estate Will Never Be Affordable Again With Preston Pesek
27 Oct 2022
Contributed by Lukas
There's nothing Spacious about the economy now.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrep...
Millionaire Habits With Steve Adcock
27 Oct 2022
Contributed by Lukas
It’s time to break society’s rules.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
Luxury Beliefs & Propaganda Are Destroying Us With Rob Henderson
26 Oct 2022
Contributed by Lukas
There is a clear disconnect underway. Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
Investment Opportunities Are Everywhere With Paul Andreola
26 Oct 2022
Contributed by Lukas
Time for bulls to return. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https:/...
Supply Chain Disruptions Aren't Over With J Mintzmyer
25 Oct 2022
Contributed by Lukas
There is a clear disconnect underway.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Psychology And Market Insanity With Jay Van Bavel
25 Oct 2022
Contributed by Lukas
You can't understand markets unless you understand the psychology of us.Check The Lead-Lag Report on your favorite social networks.Twitter: https...
Dual Momentum Investing With Gary Antonacci
24 Oct 2022
Contributed by Lukas
It's time to talk about investment strategies.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepo...
The Digital Dollar Reset With Daniela Cambone-Taub
24 Oct 2022
Contributed by Lukas
Central Bank Digital Currencies will destroy the world.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlag...
OPEC+ Just Sealed Europe's Fate With Naif Aldandeni
23 Oct 2022
Contributed by Lukas
Slashing oil production is a big deal.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ht...
The Dangers Of Energy Ignorance With Alex Verge
23 Oct 2022
Contributed by Lukas
It's time to get a CEO's perspective on the energy crisis.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitte...
The Battle For Uranium With Paul Goranson
22 Oct 2022
Contributed by Lukas
It’s time to talk about Uranium from a CEO’s perspective.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/l...
Remote Work Is A Big Freakin' Deal With Adam Ozimek
21 Oct 2022
Contributed by Lukas
Economic data will never be the same.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Crypto, Fraud, & Easy Money With Ben McKenzie
21 Oct 2022
Contributed by Lukas
It's time to talk about stores of value.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
Competition Solves Inflation With Denise Hearn
20 Oct 2022
Contributed by Lukas
Competition is dead in the United States.You’re all being lied to.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitte...
A Tectonic Shift In Demographics With Chris Porter
20 Oct 2022
Contributed by Lukas
A much bigger problem lies ahead of us.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTub...
From Inflation Surge To Earnings Breakdown With MrBlonde
17 Oct 2022
Contributed by Lukas
Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagrepo...
A Bear Market Like No Other With Mark Newton
16 Oct 2022
Contributed by Lukas
The investment community is wrong.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Risk, Gray Rhinos, & Black Swans With Michele Wucker
16 Oct 2022
Contributed by Lukas
You are what you risk.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtub...
Identifying Strong Growth Stocks With Ross Haber
14 Oct 2022
Contributed by Lukas
Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagrepo...
Being Brutally Honest About Oil With Mike Rothman
14 Oct 2022
Contributed by Lukas
It's time to call out some bullsh*t.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube:...
The Stock Market’s Conundrum With Charles Payne
13 Oct 2022
Contributed by Lukas
Would three quarters of negative GDP qualify as a recession?Asking for a friend.Check The Lead-Lag Report on your favorite social networks.Twitter: ht...
The Electricity Crisis Comes Home With Abhi Rajendran
13 Oct 2022
Contributed by Lukas
Now it's America's turn.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Animal Farm
12 Oct 2022
Contributed by Lukas
Starring Chris Irons, Doomberg, Alex Epstein, Deer Point Macro, Alfonso Peccatiello, Chris Martenson, Le Shrub, Andy Constan, Tracy Shuchart, Daniel L...
To Stop Inflation, Stop Cancel Culture With Ilya Shapiro
12 Oct 2022
Contributed by Lukas
You can't have a strong market without a strong rule of law.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.c...
Saving Tesla, Apple, & Markets With Dan Ives
11 Oct 2022
Contributed by Lukas
Rumors of technology's death are greatly exaggerated.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/lead...
Asking The Right Questions With Bill Brewster
11 Oct 2022
Contributed by Lukas
"Judge a man by his questions rather than his answers." - VoltaireCheck The Lead-Lag Report on your favorite social networks.Twitter: https:...
Nuclear Must Replace Natural Gas With Marin Katusa
11 Oct 2022
Contributed by Lukas
The truth will set you free, and also destroy you.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepor...
The Iraq War Started This Not Covid With Tom Luongo
10 Oct 2022
Contributed by Lukas
Gold, goats, and geopolitics.You can't understand investing unless you know what happens next geopolitically. Check The Lead-Lag Report on your ...
What Is A Broken Market Structure Saying With JJ
10 Oct 2022
Contributed by Lukas
What are underlying market dynamics saying in the context of all this doom and gloom? Check The Lead-Lag Report on your favorite social networks.Twit...
Discipline Is Freedom With Jay Martin
10 Oct 2022
Contributed by Lukas
We are our own worst enemies.You can't understand investing unless you know what happens next geopolitically. Check The Lead-Lag Report on you...
The World Will Never Be The Same With Ian Bremmer
09 Oct 2022
Contributed by Lukas
You can't understand investing unless you know what happens next geopolitically.Check The Lead-Lag Report on your favorite social networks.Twitte...
From Energy Crisis To Debt Crisis With Emil Kalinowski
09 Oct 2022
Contributed by Lukas
This has been going on for longer than you think.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
Stock Picking In An Insane Market With Greg Harmon
09 Oct 2022
Contributed by Lukas
We gonna need more than $10k forgiven fam.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube...
FinTwit Is Absolutely Ridiculous With Tom Canfield
08 Oct 2022
Contributed by Lukas
Price is truth.But it can lie too.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Housing Slowdown Or Crash With Ali Wolf
08 Oct 2022
Contributed by Lukas
Housing is local until it’s not.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
Why Recession Won’t Kill Inflation With Vincent Deluard
08 Oct 2022
Contributed by Lukas
What if the Fed can't stop inflation?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube...
We Are In A Massive Bear Market With Kevin Smith
07 Oct 2022
Contributed by Lukas
Time to make the bull case.Or not.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https:...
An Explosive Uranium Bull Market With Amir Adnani
07 Oct 2022
Contributed by Lukas
Investing in Uranium is about to get more interesting.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagr...
Inflation Screwed Social Security With Joseph Brown
07 Oct 2022
Contributed by Lukas
I'm going to need some comfort food during this conversation.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter....
Economic Stupidity & The Crisis Of Logic With Chris Irons
06 Oct 2022
Contributed by Lukas
It's beyond higher prices.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://w...
A Nasty Stock Market Collapse Incoming With Le Shrub
06 Oct 2022
Contributed by Lukas
If you believe the bear market is over, I have $170 trillion of unfunded liabilities to sell you.Check The Lead-Lag Report on your favorite social net...
Fed Hubris Will Destroy Mankind With Harley Bassman
05 Oct 2022
Contributed by Lukas
It’s time to talk about interest rate volatility with the creator of the MOVE Index.Check The Lead-Lag Report on your favorite social networks.Twitt...
Stock Market Manipulation Is Everywhere With Ming Zhao
05 Oct 2022
Contributed by Lukas
It’s time to talk about market structure again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreport...
The Great Oil Lie With Ellen Wald
05 Oct 2022
Contributed by Lukas
Everything we are being told about energy is wrong.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepo...
Becoming The Greatest Of All Time With Garry Kasparov
05 Oct 2022
Contributed by Lukas
Winter is coming.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com...
The Stock Market's Final Act With Ken Mahoney
04 Oct 2022
Contributed by Lukas
And the Tony Award goes to...Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...