Nomi Prins on Central Bank Dynamics, Gold Reserves Strategy, and the AI Impact on Commodities Market

Lead-Lag Live

Player FM - Internet Radio Done Right

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تمت الإضافة منذ قبل three أعوام

المحتوى المقدم من Michael A. Gayed, CFA, Michael A. Gayed, and CFA. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Michael A. Gayed, CFA, Michael A. Gayed, and CFA أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

All About Change

1
Chris Nowinski - Protecting Athletes from Head Injuries & Preventing CTE 27:28

منذ 8 أيام27:28

التشغيل لاحقا

قوائم

إعجاب

احب

27:28

Chris Nowinski is a former football player at Harvard University and professional wrestler with WWE, World Wrestling Entertainment. After enduring a career-ending head injury, Chris has dedicated his professional life to serving patients and families affected by brain trauma, particularly Chronic traumatic encephalopathy, or CTE, a progressive neurodegenerative disease that develops after repeated head injuries. Jay and Chris discuss the state of head injuries in American athletics, the difference between advocating for head safety at youth and professional levels, Chris’ newest research, and much more. Episode Chapters (00:00) Intro (00:50) changes in the culture around concussions in the past two decades (02:39) padded helmet technology (03:55) concussion reporting in the NFL (10:35) Chris’ career path and concussion history (14:52) connecting with activists who haven’t themselves suffered a traumatic brain injury (17:42) SHAAKE - a new sign to identify concussions (20:53) Unions can help players advocate for safety policies (23:10) final thoughts and goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/…

منذ عام واحد 48:15

MP3•منزل الحلقة

Ever wondered how the intricate dance between central banks shapes the global economy? Join me in a fascinating conversation with Nomi Prins, a former Wall Street senior manager and acclaimed author, as we unravel the complex dynamics at play. Together, we explore whether the actions of these financial powerhouses teeter on the edge of coordination or collusion, and what their increasing gold reserves mean for the global monetary landscape. Gain fresh insights into the strategic maneuvers of the People's Bank of China, the Bank of Japan, and others as they respond to financial emergencies and navigate geopolitical pressures.
As major economic players like China and Japan find themselves balancing currency stability and growth amidst rising debt, we dissect these global policy dynamics. Learn about China's unique approach to maintaining its financial influence, its ties with Russia, and how these relationships impact the global stage. From Japan's interest rate decisions amidst a daunting debt-to-GDP ratio to the broader implications of BRICS nations challenging the US dollar, our discussion covers the delicate balance of power that defines our financial world.
Finally, we venture into the broader implications of rising global debt and the transformative power of AI on the commodities market. Discover how energy demands drive shifts in nuclear energy and commodity mining, and what the future holds for commodities like gold and uranium. With market volatility and the tech sector's 'concentration bubble' in focus, we emphasize the importance of a patient investment perspective. Join us for an enlightening exploration of the cyclical nature of debt, market fluctuations, and a look ahead to future discussions with Nomi Prins, as we promise to keep you informed and engaged in these turbulent economic times.
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.

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!
HowUdish makes it simple to connect through food anywhere in the world.
So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

فصول

1. Central Banks Collusion and Gold Reserves (00:00:00)

2. Global Central Bank Policy Dynamics (00:07:52)

3. Global Debt and AI Impact (00:12:06)

4. Commodities Market Outlook and BRICS (00:19:51)

5. The Bubble, Debt, and Book Plans (00:35:34)

6. Investing With a Patient Perspective (00:45:34)

778 حلقات

#Trading #Business #Michael A Gayed CFA #CFA #Michael A Gayed #Investing #Inflation #Economy #Options #Podcasting Education #Stock #Bond #Recess

Nomi Prins on Central Bank Dynamics, Gold Reserves Strategy, and the AI Impact on Commodities Market

Lead-Lag Live

40 subscribers

published منذ عام واحد

MP3•منزل الحلقة

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

فصول

1. Central Banks Collusion and Gold Reserves (00:00:00)

2. Global Central Bank Policy Dynamics (00:07:52)

3. Global Debt and AI Impact (00:12:06)

4. Commodities Market Outlook and BRICS (00:19:51)

5. The Bubble, Debt, and Book Plans (00:35:34)

6. Investing With a Patient Perspective (00:45:34)

778 حلقات

#Trading #Business #Michael A Gayed CFA #CFA #Michael A Gayed #Investing #Inflation #Economy #Options #Podcasting Education #Stock #Bond #Recess

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59:15

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منذ 25 يومًا48:44

48:44

Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlighting the stark differences between hedge fund analytical frameworks and traditional investment analysis, all while emphasizing the critical importance of informed decision-making in building successful investment strategies. Venture into the dynamic world of small-cap stock investments, where political maneuvers like tax cuts and interest rate adjustments can dramatically reshape company profitability. Discover the disciplined approach of the SCAP ETF, known for its focus on profitable and dividend-paying stocks, and learn how rigorous analysis and a well-curated portfolio are pivotal in capturing market opportunities. We also shed light on the structure of investment teams and the strategic allocation within the Russell 2000, underscoring the importance of experience and analytical rigor in achieving investment success. Navigate the intricacies of writing calls for alpha in the aerospace sector, and understand how small-cap stocks can offer unexpected market surprises compared to their large-cap counterparts. Explore the strategic potential of short-term call writing on large-cap stocks and how institutions are capitalizing on market behaviors influenced by less experienced traders. Finally, turn your focus to the bond market, where active management and sector diversity reveal opportunities amidst fluctuating interest rates. Experience the challenges and triumphs of balancing equities and bonds to pursue solid returns through informed, strategic investing. DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Foodies unite…with HowUdish! It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world! Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups! HowUdish makes it simple to connect through food anywhere in the world. So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show…

1
Michael Gayed on Gold's Resilience, Japan's Interest Rate Challenges, and Strategic Investment Insights 10:26

منذ 28 يومًا10:26

10:26

Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade winds blowing between the US, China, Canada, and Mexico, scrutinizing how tariffs and erratic policies from the Trump era might reshape businesses and markets. Amidst these discussions, Michael deciphers the recent spike in gold prices as a harbinger of economic unease and weighs in on the crypto market's erratic tides under a pro-crypto Trump administration. On a more personal note, witness the exhilarating yet taxing journey of rapid business growth. We share insights into streamlining operations, the thrill of expansion, and the silver linings amidst chaos. Our dialogue offers a fresh perspective on the investment landscape, with a spotlight on treasuries and the intriguing potential of existing funds. Despite the bearish sentiment surrounding treasuries, we unwrap a strategic investment play that could benefit from widening credit spreads. Whether you're a seasoned investor or just stepping into this dynamic world, this episode provides a feast of insights and optimism. 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. Support the show…

1
Seth Cogswell on Diversification Myths, Active ETF Strategies, and Mid-Cap Investment Opportunities 37:00

منذ 30 يومًا37:00

37:00

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach that navigates the volatile markets of today with confidence and foresight. Join us as we challenge the misconception that large-cap growth portfolios provide adequate diversification. With 60% of SCHG concentrated in a mere handful of tech giants, there's a whole world of mid-cap investments that are often overlooked. Drawing from Invesco's research, we delve into the potential of mid-caps, which have historically outperformed their larger counterparts. We make the case for active management, an approach that not only distinguishes between various market capitalizations but also steers clear of unprofitable companies, ensuring the preservation and growth of your wealth over the long term. Finally, we explore the power of quantitative investment strategies. Discover how a rules-based, unemotional approach to investing can provide stability, reduce volatility, and serve as a foundational element of your portfolio. From the promising undervaluation of mid-cap stocks to the impact of emerging technologies like AI, we cover it all. Seth and I dissect the current market dynamics and offer practical strategies for financial advisors seeking an efficient growth style. By balancing growth and value, our conversation offers a roadmap to constructing a portfolio that stands the test of time, acting as a reliable anchor in a sea of market fluctuations. DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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. 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…

1
Sal Gilberti on Agricultural Market Dynamics, Geopolitical Influences, and Strategic Investment Opportunities 41:18

منذ 5 weeks41:18

41:18

Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical nature of grain production, offering a promising perspective on corn prices that could reshape your investment strategy. Peek into the world of agricultural commodities as a surprisingly predictable market, offering unique diversification opportunities. With global demand for essential crops hitting record highs, we explore strategic timing and allocation tactics that could bolster your portfolio. Sal and I discuss why advisors are increasingly suggesting multi-commodity ETFs, providing practical strategies for those ready to capitalize on agricultural trends. Navigating the complexities of leveraged funds and market volatility, we shed light on the suitability of these investments for the short-term trader. Learn how geopolitical events can amplify market movements and discover why inflation is a crucial factor in agricultural commodities. Sal's expertise provides clarity on the political and logistical hurdles of global food distribution, arming you with the knowledge to make informed investment decisions without getting bogged down by technicalities. DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Foodies unite…with HowUdish! It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world! Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups! HowUdish makes it simple to connect through food anywhere in the world. So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show…

1
Craig Shapiro on Fed Policy Impacts, AI’s Financial Role, and Strategic Market Adaptations 42:00

منذ 5 weeks42:00

42:00

Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts on bond markets and business confidence. With inflationary pressures mounting, Craig offers his insightful take on the potential consequences and future directions of Fed policies in a landscape fraught with uncertainty. The conversation takes a strategic turn as we navigate the global investment scene, spotlighting the surge of interest in zero data expiry options for indices like the S&P and NASDAQ. Discover how traditional hedges are reshaping investor tactics amid macroeconomic unpredictability and why equity volatility might be underappreciated right now. From the allure of gold as a fiscal hedge to the implications of geopolitical turbulence on treasury investments, we examine scenarios that could catalyze another S&P surge and evaluate the economic ripple effects of potential Trump policy maneuvers. Our dialogue rounds off by examining Bitcoin's burgeoning role as an alternative store of value amidst global instability. Compare its potential with that of gold and real estate, and consider the geopolitical ramifications of nations folding Bitcoin into their reserves. With deregulation under Trump's lens and opportunities for small-cap growth amidst rising borrowing costs, we reflect on the US's evolving role in a multilateral world. Craig highlights the enduring value of balancing qualitative insights with quantitative data, emphasizing relationship-building within the financial sector. Don't miss Craig's seasoned insights and practical reflections on today's pressing economic issues. 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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Foodies unite…with HowUdish! It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world! Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups! HowUdish makes it simple to connect through food anywhere in the world. So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show…

1
Dynamic Portfolio Strategies for a Shifting Financial Landscape with Brad Barrie and Matt O'Brian 47:40

منذ 5 weeks47:40

47:40

Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification, discuss "line item risk," and emphasize why preparation should be prioritized over prediction in the ever-volatile market landscape. Our conversation ventures into the uncharted territory of risk management by challenging traditional views on asset allocation. With insights from Harry Markowitz and our guests' expertise in tactical management, we highlight the necessity of understanding varying risk profiles rather than simply spreading investments across asset classes. As we dissect the influence of market psychology and valuation metrics, you'll learn how these elements affect investment decisions, especially during economic downturns. Discover innovative strategies for navigating complex market environments through mutual funds and global macro hedge fund approaches. This episode uncovers the often-overlooked advantages of mutual funds in less traditional asset classes and their synergy with hedge fund strategies. As markets continue to shift, we advocate for tactical active approaches and flexible portfolio management, ensuring you're equipped to adapt and thrive in a fluid financial world. DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Dynamic Wealth Group and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Foodies unite…with HowUdish! It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world! Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups! HowUdish makes it simple to connect through food anywhere in the world. So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show…

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