Beste Michael A Gayed Cfa Podcasts (2024)

1
Jay Van Bavel on Social Media Tribalism, AI Influences, and Psychological Impact of Online Engagement 47:35

1d ago47:35

47:35

Explore the transformative power of social media with Jay Van Bavel, a leading voice in psychology and neuroscience at NYU. Is the digital age reshaping how we connect—or divide? Join us as we dissect the moral and psychological landscapes carved out by platforms that amplify the loudest voices and often leave the silent majority unheard. From exam…

1
Neely Tamminga on Youth Employment Trends, Social Media Effects, and Financial Independence Challenges 42:37

2d ago42:37

42:37

Ever wondered how a former Wall Street professional views the financial resilience of today's youth? Join us as we unpack the intriguing insights of Neely Tamminga, who now enlightens young minds as a college professor and consultant. From using preschool blocks to decode labor statistics, to understanding the financial hurdles faced by young adult…

1
Marc Cohodes on Market Corruption, Tech-Driven Valuations, and the Cannabis Industry's Growth Potential 43:54

3d ago43:54

43:54

Market corruption is on the rise, and regulatory systems are struggling to keep up. Financial markets are becoming increasingly polarized, and the landscape is more complex than ever. Marc Cohodes, a seasoned investor and former hedge fund manager, shares his insights and firsthand experiences from a career that spans over four decades. Mark pulls …

1
David Lin on Gold's Inflation Myth, Chinese Market Volatility, and the Impact of Geopolitical Tensions 42:28

4d ago42:28

42:28

Challenge your understanding of traditional finance with our latest episode featuring David Lin, a prominent YouTuber and former financial journalist. Discover why the conventional wisdom of gold as an inflation hedge might not hold up and how Federal Reserve policies and China's evolving economic stance are reshaping global market landscapes. Davi…

1
Chris Vermeulen on Market Timing, ETF Strategies, and Navigating Economic Downturns 49:36

5d ago49:36

49:36

Unlock the secrets of navigating market ups and downs with insights from seasoned trader Chris Vermeulen and Lead-Lag Report publisher Michael Gayed. Chris recounts his journey from trading during the tech bubble to mastering a refined strategy anchored in technical analysis and ETFs. We promise that you'll gain the knowledge to ride upward trends …

1
David Nicoski on Sector Rotation, Bond Timing, and India's Rising Economic Influence 40:00

5d ago40:00

40:00

Explore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the …

1
Sal Gilbertie on Grain Investment Strategies, Market Timing, and Geopolitical Influences in Agricultural Commodities 43:45

7d ago43:45

43:45

Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal…

1
Navigating Financial Turbulence and Embracing New Portfolio Models with Alex Shahidi 48:59

8d ago48:59

48:59

What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbul…

1
Ron Butler on Canadian Housing Stability, Lending Challenges, and Market Correction Risks 38:02

10d ago38:02

38:02

What if Canada never faced a housing bust because of unique factors at play? Join me, Michael Gayed, and our guest, Ron Butler, a seasoned mortgage expert with three decades of experience, as we tackle the intricate labyrinth of the Canadian housing market. You'll uncover the reasons behind Canada's resilience to a housing crisis, even when other c…

1
Weston Nakamura on Japanese Political Shifts, Yen Carry Trade Dynamics, and China's Strategic Economic Policies 54:35

15d ago54:35

54:35

Unlock the secrets behind Japan's unexpected political shifts and their seismic impact on financial markets. Discover how Takaichi, a staunch right-wing conservative, has shaken up the political scene by opposing rate hikes and backing a weaker yen, leading to a surprising surge in the Nikkei index. Join Weston Nakamura, with his extensive institut…

1
Justin Huhn on Nuclear Energy Advocacy, US Reactor Revival, and Uranium Market Dynamics 47:27

16d ago47:27

47:27

Discover the transformative potential of nuclear energy in the United States as we welcome Justin Huhn, a technical momentum trader turned passionate nuclear advocate, to our show. Prepare to have your misconceptions about nuclear power shattered as Justin unveils why it stands as the safest and most efficient form of electricity. From the Trump ad…

1
Chris Porter on Housing Market Dynamics, Immigration Trends, and Affordability Challenges 43:13

17d ago43:13

43:13

Unlock the secrets behind the housing market's current state and its affordability crisis in our latest episode. Join us as we sit down with Chris Porter from John Burns Research and Consulting to dissect why, despite falling mortgage rates, places like Orange County, California, are still seeing price hikes that make housing 30% overpriced on a na…

1
Alejandro Yela on Microcap Stocks, High-Risk Investment Strategies, and Global Market Dynamics 44:12

19d ago44:12

44:12

Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand …

1
Mark Newton on US Energy Policies, Fed Rate Cuts, and Market Diversification Strategies 43:27

21d ago43:27

43:27

Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply in…

1
Harley Bassman on Bond Market Dynamics, Derivative Strategies, and Long-Term Interest Rate Trends 47:01

22d ago47:01

47:01

Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify A…

1
Rick Rule on Price Controls, Gold Investment Strategies, and Natural Resource Market Dynamics 42:07

24d ago42:07

42:07

Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his ca…

1
Matthew Chang on Robotics Revolution, AI Integration, and Future Workforce Dynamics 33:14

27d ago33:14

33:14

Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technolo…

1
Hal Lambert on Political Influence in Investments, CEO Dynamics, and Strategic Market Insights 41:01

28d ago41:01

41:01

Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll …

1
Noel Smith on Hedge Fund Mastery, Multi-Strategy Approaches, and Interest Rate Futures Insights 41:57

28d ago41:57

41:57

Ready to uncover the secrets of hedge fund mastery? Join us as we sit down with Noel Smith, CIO of Convex Asset Management, who shares his incredible journey from the bustling floors of the CBOE to the upper echelons of hedge fund management. Noel's story exemplifies the importance of cross-asset analysis and the adaptability required to thrive ami…

1
Mark Nelson on Nuclear Fuel Economics, Germany's Energy Crisis, and Global Nuclear Trends 50:55

1M ago50:55

50:55

Ever wondered what makes nuclear power an attractive option despite widespread misconceptions? Join us as we uncover this with nuclear energy expert Mark Nelson. Mark sheds light on the surprisingly low fuel costs of nuclear plants and shares his mission to prevent plant closures. He also opens up about his journey in the industry, revealing the in…

1
Mastering Technical Analysis, Bond Yield Cycles, and Precious Metals Trends with John Roque 41:32

1M ago41:32

41:32

Uncover the secrets to mastering technical analysis in the financial market with our latest podcast episode starring John Roque! Prominent technical analyst and seasoned financial professional, our guest brings over three decades of expertise, having worked with industry giants like Lehman Brothers and Soros Fund Management. Together, we emphasize …

1
Marc Faber on Courage in Modern Challenges, Yen Carry Trade Myths, and Global Market Influences 44:00

1M ago44:00

44:00

What if courage was the key to preserving our freedom in the face of modern challenges? Join us for an enlightening discussion with Dr. Marc Faber, a financial expert whose career journey spans from Switzerland to the bustling markets of New York and Asia. Together, we explore the significance of bravery, drawing inspiration from Alexander Solzheni…

1
Jake Hanley on Soybean Biofuel Potential, Inflation Dynamics, and Agricultural Market Trends 42:47

1M ago42:47

42:47

Can the soybean market revolutionize biofuel production while taming inflationary pressures? Join us as we uncover the untapped potential of soybeans in the biofuel industry and the intricate dynamics influencing agricultural prices. We’re joined by Jake Hanley, who brings a fascinating perspective from his background in U.S. history to his current…

1
Tom Morgan on Wall Street Burnout, Right-Brain Shift, and Holistic Well-Being Strategies 37:45

1M ago37:45

37:45

What happens when a Wall Street professional undergoes a profound personal transformation? Step into the world of Tom Morgan, whose gripping recount of a psychotic break—better described as a spiritual awakening—changed his life forever. Tom's journey from the toxic grind of finance to a newfound understanding of wisdom, intuition, and holistic wel…

1
Navigating Investment Markets: From Meme Stocks to Treasury Bills with Sam Nofzinger 37:28

1M ago37:28

37:28

Discover the secrets behind the evolving world of retail investing with our special guest, Sam Nofzinger from Public.com. You’ll learn how the focus has shifted from electric vehicle stocks like Tesla to the skyrocketing AI sector, led by NVIDIA. Sam brings his rich background in institutional investment management to the table, shedding light on h…

1
Mish Schneider on CPI Manipulation, Commodity Trends, and Future Market Dynamics 37:13

1M ago37:13

37:13

Can the manipulation of CPI numbers really shape our financial future? Join us as we sit down with Mish Schneider, the chief strategist for marketgage.com, to dissect this provocative question and more. Mish takes us on a journey from her early days on the commodities floor to her current expertise in equities, offering deep insights into the facto…

1
David Hay on Navigating Recessions, Bond Market Complexities, and Strategic Investment Shifts 43:16

1M ago43:16

43:16

Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's f…

1
Dan Gallagher on Macro Hedge Fund Impacts, Deglobalization Effects, and Strategic Financial Coaching 37:56

1M ago37:56

37:56

Unlock the secrets of financial markets and discover how macro hedge fund liquidations can trigger market downturns and rallies. Hear from Dan Gallagher, a finance veteran with 50 years of experience, who shares his invaluable insights as a coach for financial advisors. Learn why expertise in taxes could be more vital than investment knowledge for …

1
Chris Martenson on Federal Reserve Policies, Wealth Gap Dynamics, and Market Transformation 49:06

1M ago49:06

49:06

Is the Federal Reserve inadvertently widening the wealth gap? Tune in as we tackle this provocative question and dissect the proposed tax changes that are shaking up the political and market landscapes. Our special guest, Chris Martsenson of Peak Prosperity, joins us to shed light on these critical issues. We explore the potential increase in capit…

1
Dan Russo on Volatility as a Trading Signal, Market Breadth Insights, and Systematic Investing Models 51:42

1M ago51:42

51:42

Ever wondered how to effectively use volatility as a trading signal while managing market risks? Join us as we unravel the complexities of tactical investing with Dan Russo from Potomac Fund Management and Chaykin Analytics. Discover Dan's unique insights into the VIX, market breadth, and the necessity of clear rules for risk management. Whether yo…

1
Andreas Steno Larsen on Dollar-Yen Carry Trade Turmoil, Chinese Liquidity Trends, and US Construction Sector Risks 51:49

2M ago51:49

51:49

Discover how the recent turmoil in the dollar-yen carry trade has shaken the financial world in an insightful conversation with Andreas Steno Larsen, the esteemed creator of Steno Signals. Andreas brings his wealth of foreign exchange and investment banking experience to the table, shedding light on the significant leverage macro hedge funds placed…

1
Mike Green on ETF Innovation, Passive Investing Risks, and the Future of Alternative Assets 54:52

2M ago54:52

54:52

What if the world's largest investment firms aren't giving you the full picture? Join us for an exclusive conversation with Mike Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, as we traverse the fascinating landscape of ETF innovation and competition. Mike shares his extensive industry knowledge and Simplify's unique ap…

1
David Keller on Sentiment Shifts, Defensive Sector Trends, and Gold's Strategic Importance 50:19

2M ago50:19

50:19

Unlock the secrets of market sentiment and trends with expert insights from David Keller. Discover how shifts in sentiment and investor psychology drive market movements and learn about the most effective methods for measuring sentiment—from survey data to the VIX and the all-important price action. David reveals the biases lurking in sentiment sur…

1
David Nelson on Credit Markets, Global De-Dollarization, and AI's Market Impact 42:22

2M ago42:22

42:22

Can market rhythms mirror musical progressions? Join us as we sit down with David Nelson of Belpointe Asset Management, who shares his one-of-a-kind journey from recording artist to finance professional. David brings a unique lens to understanding the current market environment and its parallels with past financial crises. We'll explore the essenti…

1
Peter Boockvar on Market Volatility Drivers, CPI Implications, and Inflationary Investment Strategies 48:47

2M ago48:47

48:47

How do economic trends shape market volatility? Join us for an engaging discussion with Peter Boockvar, an expert in corporate bond research and investment management, as we unpack the complex factors driving the recent swings in financial markets. Together, we explore the impacts of the unwinding yen carry trades, the sudden shifts in bullish sent…

1
Danny Moses on Gold's Role in Economic Stability, Geopolitical Tensions, and Future Investment Risks 51:04

2M ago51:04

51:04

What if the real safeguard against economic turmoil isn't in stocks or bonds, but in gold? Join us as we sit down with Danny Moses, the insightful investor known for his pivotal role during the Big Short era. Discover how geopolitical tensions and an overreliance on central banks are shaping the modern financial landscape. Danny shares his seasoned…

1
Katie Stockton on Market Volatility, Sector Shifts, and Technical Analysis for Active Management 46:33

2M ago46:33

46:33

What if you could navigate market volatility like a pro? Join us as we sit down with Katie Stockton, a Chartered Market Technician from Fairlead Strategies, who shares her expert insights on the recent spike in market volatility and its profound implications. Katie walks us through the transition from long-term bullish trends to a more cautious neu…

1
Mike Silva on Market Volatility Analysis, Risk Management Techniques, and Trading Strategies During Recessions 51:37

2M ago51:37

51:37

Can you predict market movements and manage risks like a pro? Join us as we chat with Mike Silva, the brains behind the popular YouTube channel "Figuring Out Money." Mike's fascinating journey from communication professional to market analyst comes with invaluable lessons on technical and intramarket analysis. Discover how recent spikes in the VIX …

1
Lyn Alden on Yen Carry Trade Misestimations, US Dollar System Insights, and Global Market Dynamics 50:05

2M ago50:05

50:05

Is the widely cited $20 trillion Yen Carry trade figure really exaggerated? Join us as we uncover the truth behind this staggering number with our special guest, Lyn Alden. Bringing her engineering and finance expertise to the table, Lyn helps us dissect the intricate mechanics of market dynamics, recent market volatility, and the reverse carry tra…

1
Mike Larson on Market Cycles, Fed Actions, and Gold Investment Strategies 49:00

2M ago49:00

49:00

Ever wondered how to strategically navigate the financial market, toggling between being bold and being boring? We promise you’ll gain invaluable insights as we sit down with Mike Larson, the Editor-in-Chief and VP at Money Show. Mike shares his journey from Weiss Ratings to his current influential role, shedding light on his strategic approach to …

1
Axel Merk on Market Crisis Signals, Federal Reserve Dynamics, and Gold's Strategic Role in Diverse Portfolios 43:16

2M ago43:16

43:16

What if today's market turbulence signals the onset of another financial crisis akin to 1987, 1998, or 2008? Join me, Michael Gayed, Publisher of The Lead-Lag Report, as I engage in a profound discussion with Axel Merk, an authority in the gold industry. We dissect current market conditions, compare them with past crises, and uncover the diverse pr…

1
Weston Nakamura on Yen Carry Trade Risks, Japan's Currency Interventions, and Global Market Implications 55:30

2M ago55:30

55:30

Unlock the secrets of the global margin call and understand why the yen's strength could be a critical point of failure in finance with macro researcher Weston Nakamura. In this fascinating episode, we uncover the latest developments in the yen carry trade and its ripple effects on markets like the NASDAQ and Russell 2000. Nakamura provides a deep …

1
Tavi Costa on Dollar Bearishness, Mining Investment Opportunities, and AI’s Dual Inflationary Effects 44:42

2M ago44:42

44:42

Ever wondered how Japan's delayed rate hikes or the U.S.'s soaring interest payments relative to GDP could reshape global markets? Get ready for a deep dive with Tavi Costa from Crescat Capital as we untangle the intricate web of current macroeconomic trends. Discover why Tavi holds a bearish outlook on the dollar and what that means for fiat curre…

1
Diego Parrilla on Anti-Bubble Investing, Technological Change, and Global Market Risks 1:00:25

2M ago1:00:25

1:00:25

Unlock the secrets of intelligent investing with Diego Parrilla, a former commodities and macro trading expert from JP Morgan, Goldman Sachs, and Merrill Lynch. Now at Quadriga in Spain, Diego introduces his innovative "anti-bubble" framework, illuminating how misperceptions in the market create undervalued opportunities. His strategy blends gold, …

1
Jesse Felder on Insider Trading Insights, Market Dynamics Comparison, and Algorithmic Investing Challenges 42:52

2M ago42:52

42:52

What if insider trading activity could reveal hidden market trends? Join us as we sit down with Jesse Felder, the brilliant mind behind The Felder Report, to uncover his remarkable transition from Bear Stearns to co-founding a hedge fund and pioneering financial blogging. Jesse shares his invaluable expertise in market analysis, emphasizing the und…

1
Mark Yusko on AI, Data Security, and the Future of Fintech 53:18

3M ago53:18

53:18

Can Bitcoin truly be a better form of money than gold? Join us as we sit down with Mark Yusko, founder of Morgan Creek Capital Management, to unravel his transformative journey from traditional asset management to becoming a leading venture capitalist in the digital asset space. Mark opens up about his initial skepticism of Bitcoin, what led to his…

1
Matt Stoller on U.S. Monopolies, Political Dynamics of Corporate Power, and Antitrust Enforcement Challenges 49:37

3M ago49:37

49:37

What if the American economy's foundation was built on small businesses rather than colossal corporations? Discover how we shifted from a decentralized landscape in the 1970s to today's monopolistic giants with our guest, Matt Stoller, an eminent public intellectual and author on monopolies and finance. Stoller reveals the philosophical shift that …

1
Jeff Booth on Technology-Driven Deflation, Bitcoin's Role in Global Markets, and Future Financial Systems 35:59

3M ago35:59

35:59

What if the key to a more prosperous future lies in embracing deflation rather than fearing it? Join us as we sit down with Jeff Booth, technology entrepreneur and acclaimed author of "The Price of Tomorrow," to unravel the deflationary nature of technology and the transformative power of decentralized systems like Bitcoin and Nostr. Jeff provides …

1
Joseph Wang on Federal Reserve Politics, Rate Cut Implications, and Trump's Dollar Strategy 46:18

3M ago46:18

46:18

Ever wondered how Federal Reserve policies are shaping the markets and economy? Join us as we welcome Joseph Wang, former senior trader at the Federal Reserve's open markets desk and author of "Central Banking 101." Joseph brings an unparalleled perspective to our discussion, shedding light on the Fed's increasing market interventions and its growi…

1
Julian Brigden on Tech Market Sustainability, Small vs. Large Cap Dynamics, and Inflation Risks 44:55

3M ago44:55

44:55

Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate…

Podcasts, die es wert sind, gehört zu werden

Michael A Gayed Cfa Podcasts

Podcasts, die es wert sind, gehört zu werden

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