Will the market crash? How are inflation, AI mania, and reshoring in America shaping our financial future? These are just a few of the complex dynamics that we tackle with our guest, Herb Greenberg. Herb, a seasoned financial analyst, helps us make sense of the increasing market red flags and the potential looming recession. With his unique perspective, we t ... Show More
Yesterday
The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy
<p>In this episode of Lead-Lag Live, I sit down with <b>Steven Rossi</b>, Founder and CEO of <b>Worksport</b>, to break down the company’s clean-energy transformation — including the long-awaited launch of the <b>COR portable power system</b> and the <b>SOLIS solar tonneau cover< ... Show More
17m 17s
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
Mar 2024
I’d Rather Be A Bull: A Conversation with David Rosenberg
On this episode of “On The Tape,” David Rosenberg of Rosenberg Research joins Dan Nathan and Guy Adami for the full show! Topics they hit include what the bears got wrong about the stock market (2:30), market concentration (8:00), liquidity (11:45), the AI boom comparisons to the ... Show More
50m 2s
Jan 2024
Anastasia’s Crystal Ball with Anastasia Amoroso of iCapital
Guy Adami and Dan Nathan are joined by Anastasia Amoroso, Chief Market Strategist at iCapital, for her 2024 stock market outlook (1:15). Later, Guy and Danny Moses go deep on macro headwinds, earnings, and sports betting stocks (35:40).
Topics On The Pod
AI Optimism Not Priced ... Show More
1h 5m