Lead-Lag Live
Episodes
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...
The Whole System Is Insolvent With David Brady
04 Oct 2022
Contributed by Lukas
Are we in a lost decade for stocks.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
Gold, Uranium, & Crypto’s North Star With Kevin Wadsworth
03 Oct 2022
Contributed by Lukas
It's time to talk about volatility.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
What The Hell Is Happening To The VIX With Kris Sidial
03 Oct 2022
Contributed by Lukas
It's time to talk about volatility.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
There’s Nothing Left To Save Housing With Stephen Punwasi
03 Oct 2022
Contributed by Lukas
Canada's housing bubble is serious.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
The Crisis Of Western Civilization With Simon Mikhailovich
02 Oct 2022
Contributed by Lukas
This might get heavy.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube...
The World Is Falling Apart With Mark Moss
02 Oct 2022
Contributed by Lukas
The world is breaking apart.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www....
The Deflation Scare Is Coming With Deer Point Macro
02 Oct 2022
Contributed by Lukas
There are bulls.There are bears.But nothing is more ferocious than a deer.Check The Lead-Lag Report on your favorite social networks.Twitter: https://...
Managing Risk In A Stock Minefield With Martin Pelletier
01 Oct 2022
Contributed by Lukas
What do you do when everything is risky?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
Lumber Warns Of A Stock Market Crash With Stinson Dean
01 Oct 2022
Contributed by Lukas
It’s time to talk about my right eye.It’s time to talk about Lumber.Check The Lead-Lag Report on your favorite social networks.Twitter: https://tw...
Europe's Electricity Crisis Grows With Alexander Stahel
01 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.c...
The Business Cycle Returns With Lakshman Achuthan
30 Sep 2022
Contributed by Lukas
Rip-your-face-off stock market rallies happen in recessions before lower lows.Is that what’s happening now?Check The Lead-Lag Report on your favorit...
The Bear Market Ain’t Over With Michele Schneider
30 Sep 2022
Contributed by Lukas
Did we just experience a sucker’s rally?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube...
China, Taiwan, And The Future Of War With Mick Ryan
30 Sep 2022
Contributed by Lukas
You can't form an investment thesis without understanding the potential of a larger war.Check The Lead-Lag Report on your favorite social network...
Dollar Crisis Incoming With Vincent Cignarella
29 Sep 2022
Contributed by Lukas
BREAKING: NO ONE CAN SEEMINGLY FIGURE OUT THIS MARKET AND ECONOMY.But he can.Check The Lead-Lag Report on your favorite social networks.Twitter: https...
Lessons From The World's Best Investors With William Green
29 Sep 2022
Contributed by Lukas
Time to get richer, wiser, and happier.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
The China Shock Is Coming With Michael Pettis
29 Sep 2022
Contributed by Lukas
Just when you thought the relief rally could be trusted, a new threat emerges.Check The Lead-Lag Report on your favorite social networks.Twitter: http...
Global Social Unrest Has Just Begun With Chris Martenson
28 Sep 2022
Contributed by Lukas
Believe it or not, the Fed may not be telling us the truth about tightening.Check The Lead-Lag Report on your favorite social networks.Twitter: https:...
Logan Mohtashami - The Housing Recession Gets Worse
28 Sep 2022
Contributed by Lukas
Economic recession = housing recession.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
Behavioral Investing 2.0 With Brian Portnoy
28 Sep 2022
Contributed by Lukas
It’s time to talk about psychology.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Cutting Taxes Could Stop Inflation With Frances Coppola
27 Sep 2022
Contributed by Lukas
A crazy world sometimes requires crazy ideas.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
Value Investing Comes to Bitcoin With Mike Alfred
27 Sep 2022
Contributed by Lukas
Sometimes it's good to buy things that are actually down.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/...
The Most Obvious Recession In History With Guy Adami
27 Sep 2022
Contributed by Lukas
Are investors actually just long-term traders?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYou...
A Housing Crisis Has Begun With Bill McBride
27 Sep 2022
Contributed by Lukas
Just how far will real estate fall?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
Bear Markets Are The Best With Rob Isbitts
26 Sep 2022
Contributed by Lukas
What does experience teach us about volatile markets?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
Venture Capital In A Bear Market With Tomasz Tunguz
26 Sep 2022
Contributed by Lukas
It's time to talk about venture capital in a bear market.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/...
Asymmetric Investment Returns With Mike Shell
26 Sep 2022
Contributed by Lukas
What's the best way to identify the next big trade?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadla...
Is Oil Set To Collapse With Rory Johnston
25 Sep 2022
Contributed by Lukas
What if Oil repeats the pattern of 2008?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
What If The Bear Market Is Over With Ann Berry
25 Sep 2022
Contributed by Lukas
A bear market typically ends when everyone is convinced it's just getting started.Check The Lead-Lag Report on your favorite social networks.Twit...
The Fed Put The World On Fire With Neil Irwin
24 Sep 2022
Contributed by Lukas
The endpoints don’t matter.It’s all about the dance in between.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter...
Uranium Is The Golden Opportunity With Justin Huhn And Mark Nelson
24 Sep 2022
Contributed by Lukas
It's time to talk about Uranium again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTub...
Intermarket Analysis & Trading With Dan Russo
24 Sep 2022
Contributed by Lukas
Stocks, bonds, commodities, and more.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Investing In The End Of The World With Peter Zeihan
23 Sep 2022
Contributed by Lukas
New world order?Liberal world order?Tf?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: h...
Recessions, Deflation, & The Fed Pivot With Jeff Snider
23 Sep 2022
Contributed by Lukas
Time to go to the Eurodollar University and get schooled.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadl...
A Dramatic Change Is Here For Markets With Rick Rule
23 Sep 2022
Contributed by Lukas
There are some insanely underpriced investment opportunities now.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.c...
Following The Charts With Julia Cordova
22 Sep 2022
Contributed by Lukas
Don’t be afraid to change your mind if the charts tell you to.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.co...
Passive Investing Is Structural Insanity With Mike Green
22 Sep 2022
Contributed by Lukas
It's time to talk about the VIX.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: htt...
Oil Tankers, Russia, & Inflation With Samir Madani
22 Sep 2022
Contributed by Lukas
Let's talk logistics.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.yo...
On The Precipice Of A Great Deleveraging With Andy Constan
21 Sep 2022
Contributed by Lukas
What is the Fed doing?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtub...
Oil Is About To Explode With Harris Kupperman
21 Sep 2022
Contributed by Lukas
It's time to talk about Uranium and Oil again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepo...
The Lies We Are Told About Investing With Grant Williams
21 Sep 2022
Contributed by Lukas
“The problem with the world is that the intelligent people are full of doubts, while the stupid ones are full of confidence.” Charles BukowskiChec...
From Inflation To Recession With Ron Insana
20 Sep 2022
Contributed by Lukas
It's time to start talking about lowering rates again.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/lea...
Investing In The Black Swan With Adam Robinson
20 Sep 2022
Contributed by Lukas
Your ability to stick to a strategy matters more than the strategy itself.Check The Lead-Lag Report on your favorite social networks.Twitter: https://...
From 60/40 Crash To 60/40 Melt-Up With Lindsey Bell
20 Sep 2022
Contributed by Lukas
How loud will the market roar?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://ww...
Putinflation Nonsense & Oil Ain't Done With Stephen Schork
19 Sep 2022
Contributed by Lukas
The long term fundamentals for Energy are undeniable.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
Ukraine Compromise Won't Bring Peace With Sergej Sumlenny
19 Sep 2022
Contributed by Lukas
What is the endgame for Russia?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://w...
Why Cannabis Hasn’t Gone Higher With Jason Spatafora
19 Sep 2022
Contributed by Lukas
Buy when there’s blood and cannabis in the streets.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagre...
The 6 Month Black Swan With Michael Antonelli
18 Sep 2022
Contributed by Lukas
Remember the GFC?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com...
Why Inflation Might Soon Crash With George Goncalves
18 Sep 2022
Contributed by Lukas
The bond crash might be over.Which means an inflation crash might have begun.Check The Lead-Lag Report on your favorite social networks.Twitter: https...
The Bitcoin Bottom With Anthony Scaramucci
18 Sep 2022
Contributed by Lukas
The Bitcoin crash is the best thing to happen to Bitcoin.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadl...
Stock Market Summer Melt-Up Incoming With Geoff Garbacz
17 Sep 2022
Contributed by Lukas
Bear market melt-ups are fun until they aren't.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagr...
Russia, Ukraine, & Geopolitical Risk With Timothy Ash
17 Sep 2022
Contributed by Lukas
Are geopolitics only furthering the stagflation narrative?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/lead...
1971, Gold, Stocks & The Great Reset With Richard Duncan
17 Sep 2022
Contributed by Lukas
The gold standard needs to make a comeback.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport Yo...
China Is A Bigger Threat Than Russia With General Robert Spalding
16 Sep 2022
Contributed by Lukas
There’s a stealth war being waged we need to talk about.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/lead...
Your Home Is About To Be Worth Less With Rick Palacios Jr.
16 Sep 2022
Contributed by Lukas
Homebuilders are the canary.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www....
The Bitcoin Crash & Stock Market Low With Michael Kantrowitz
16 Sep 2022
Contributed by Lukas
“Remember, today is the tomorrow you worried about yesterday.” - Dale CarnegieCheck The Lead-Lag Report on your favorite social networks.Twitter: ...
Investing At A Stock Market Bottom With Eddy Elfenbein
15 Sep 2022
Contributed by Lukas
Believe it or not, there are real values out there.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagrepo...
Hiking Interest Rates Won't Break Oil With Patrick Watson
15 Sep 2022
Contributed by Lukas
Higher rates won’t do much to stop inflation.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYo...
The Fed Is The Last Great Bubble With Axel Merk
15 Sep 2022
Contributed by Lukas
The only way out is either hyperinflation or defaulting to the Fed.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter...
The Unbeatable Artificial Stock Market With Tony Nash
14 Sep 2022
Contributed by Lukas
Take every macro variable you have and throw it out the window.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com...
Stocks & Bonds Suck Now Go Buy Wine With Anthony Zhang
14 Sep 2022
Contributed by Lukas
Wine is a better store of value than Bitcoin.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouT...
Stocks Enter The Worst 6 Months With Jeff Hirsch
14 Sep 2022
Contributed by Lukas
He is Stock Trader's Almanac personified.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYou...
Tracking ETF Flows For An Investment Edge With Eric Balchunas
13 Sep 2022
Contributed by Lukas
Alternatives are no longer an alternative to making money.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/lead...
Inflation, Recession, & Economic Hell With Lyn Alden
13 Sep 2022
Contributed by Lukas
Inflation isn't a monetary phenomenon.It's a leadership phenomenon.Check The Lead-Lag Report on your favorite social networks.Twitter: https...
Investing In Farmland With Artem Milinchuk
13 Sep 2022
Contributed by Lukas
Is the best way to counter soaring food prices to buy farmland?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com...
Cannabis Investing & Fighting Machines With Todd Harrison
12 Sep 2022
Contributed by Lukas
Algos don't know math, only levels.Minyans don't know levels, only Todd Harrison.Check The Lead-Lag Report on your favorite social networks....
The Coming Commodity Collapse With Michael Howell
12 Sep 2022
Contributed by Lukas
What you have coming is a credit crisis.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
Figuring Out The Stock Market's Next Move With Mike Silva
12 Sep 2022
Contributed by Lukas
Investing is a journey, not a race.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https...
A Stock Market Worse Than 2008 & 2020 With Danny Moses
11 Sep 2022
Contributed by Lukas
Quantitative tightening and soaring interest rates are a much bigger deal than most realize.Check The Lead-Lag Report on your favorite social networks...
The Scramble For Minerals Turns Critical With Simon Moores
11 Sep 2022
Contributed by Lukas
The energy transition is going to be very bumpy.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportY...
The Bull Market In Stock Market Bears With Kevin Muir
11 Sep 2022
Contributed by Lukas
Believe it or not, one can be bullish and bearish at the same time.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter...
Market Dystopia & The Real Estate Crash With George Gammon
10 Sep 2022
Contributed by Lukas
Welcome to economic insanity.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www...
Buying Stocks When You Don't Want To With Walter Deemer
10 Sep 2022
Contributed by Lukas
"When the time comes to buy, you won't want to." - Walter DeemerCheck The Lead-Lag Report on your favorite social networks.Twitter: htt...
The Age Of Shorting Returns With Bill Fleckenstein
10 Sep 2022
Contributed by Lukas
Shorting is an active form of free speech.And it won’t be cancelled this time.Check The Lead-Lag Report on your favorite social networks.Twitter: ht...
Trading Central Banks With Etienne de Marsac
09 Sep 2022
Contributed by Lukas
He's a top performing manager in Europe.And he speaks French.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter....
Trading Bear Markets With Doug Boneparth
09 Sep 2022
Contributed by Lukas
What is retail to do?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube...
Being Nimble In A Crazy Stock Market With Tommy Thornton
09 Sep 2022
Contributed by Lukas
How do you trade what looks like an untradeable market?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlag...
Trading Is Different Than Building With Dan Ushman
08 Sep 2022
Contributed by Lukas
The trend is only your friend if you can build a way to define it.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter....
Rally On Or Different This Time With Peter Reznicek
08 Sep 2022
Contributed by Lukas
It's time to talk about options trading and stock market volatility.Check The Lead-Lag Report on your favorite social networks.Twitter: https://t...
Signs Of Stock Market Capitulation With Katie Stockton
08 Sep 2022
Contributed by Lukas
Could the near-term bottom for #stocks be in?And what about bonds?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter....
Oil Is The Mother Of All Bull Markets With Eric Nuttall
07 Sep 2022
Contributed by Lukas
Michelangelo himself could not have painted a picture of an "energy crisis" better than this.Check The Lead-Lag Report on your favorite soci...
The Right Way To Looks At Stocks With Jesse Felder
07 Sep 2022
Contributed by Lukas
Fundamentals?Technicals?Macro?Randomness?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube:...
Supply Chains, Shortages, & Inflation With Sal Mercogliano
07 Sep 2022
Contributed by Lukas
What's going on with supply chains?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: ...
Why Emerging Markets Have Been Atrocious With Perth Tolle
06 Sep 2022
Contributed by Lukas
The best investments tend to be the ones that sucked for years.Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.c...
Is The Commodity Run Over With Tavi Costa
06 Sep 2022
Contributed by Lukas
What if I told you prices will stay elevated in everything except the commodities market?Check The Lead-Lag Report on your favorite social networks. ...
Inflation Now, Deflation Later With John Roque
06 Sep 2022
Contributed by Lukas
Has inflation peaked or is it just getting started?Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagre...
How Low Can Stocks Go With Peter Boockvar
05 Sep 2022
Contributed by Lukas
What if the S&P 500 completely went roundtrip and gave back all gains post Covid?Check The Lead-Lag Report on your favorite social networks.Twitte...
Finding Alpha When There Is None With Wes Gray
05 Sep 2022
Contributed by Lukas
Diversification of strategies is key.Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportIn...