In this captivating podcast, we dive into an in-depth Skanda Amarnath interview with Michael Gayed, where they discuss the most crucial upcoming catalysts and inflection points shaping the economy and financial markets. Skanda Amarnath, an accomplished economist and the Executive Director of Employ America, shares his invaluable insights on the evolving econ ... Show More
Nov 20
Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership
<p>In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.<br/><br/>From valuation gaps and dollar de ... Show More
13m 18s
Nov 20
China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB
<p>n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh opti ... Show More
18m 46s
Nov 20
The Perfect Storm: Si Katara on Daily Overlays, Volatility, and the Future of Income ETFs
<p>In this episode of Lead-Lag Live, I sit down once again with <b>Si Katara</b>, Founder and CEO of <b>TappAlpha</b>, to dive deeper into how daily option overlays are redefining the balance between growth, income, and risk management.</p><p>Since our last conversation, markets ... Show More
16m 56s
May 2024
Analyzing Market Trends and Investment Opportunities - Insights from Matty A and Ryan Breedwell | Money Moves
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More
44m 12s
Mar 2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How To ... Show More
43m 10s
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 56m
Jun 2024
BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)
In this episode of the Bitcoin Fundamentals Podcast, investigative journalist Matthew Lysiak discusses his latest book on fiat food policies, influential figures like Ancel Keys, corporate interests, and the impact of inflation on health.
IN THIS EPISODE YOU’LL LEARN:
00:00 - In ... Show More
57m 16s
Feb 2021
Chamath Palihapitiya – The Major Problems Facing the World – [Invest Like the Best, EP.211]
My guest today is Chamath Palihapitiya, the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. I didn't know where this conversation would take us given Chamath's wide-ranging activities and interests but I think it pr ... Show More
1h 7m