Skanda Amarnath & Michael Gayed: Unraveling the Fiscal Policy-Inflation-Asset Prices Nexus

Skanda Amarnath & Michael Gayed: Unraveling t...

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Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phas ...  عرض المزيد

Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ...  عرض المزيد

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Michael Gayed: What’s Leading, What’s Lagging, What to Buy (and Sell!)
MoneyShow MoneyMasters Podcast

You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To ge ...  عرض المزيد

#222: Macroeconomics and Investing with Mike Singleton
Stock Club

Mike interviews Mike Singleton the founder and senior analyst of Invictus Research. Singleton focuses on macroeconomic trends and helps investors understand the mountains of available economic data.

Tune in to hear Singleton’s take on inflation, sky-high valuations, and ...

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State of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi - The Prof G Pod
Pivot

Today we're sharing an episode of The Prof G Pod, Scott Galloway's other favorite podcast. Enjoy! Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a ...  عرض المزيد