Debt Ceiling Drama 2.0 With Lawrence McDonald

Debt Ceiling Drama 2.0 With Lawrence McDonald

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Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift

In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival.From Germa ...  Show more

Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners

In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets.From Taiwan and South Korea’s semiconductor dominance to Chin ...  Show more

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