Lead-Lag Live

Ashraf Laidi: The Global Ripple Effects of a Single Central Bank


Listen Later

Do you ever wonder just how powerful central banks can be? Join Ashraf Laidi and yours fewly as we break down how the Bank of Japan single-handedly shifts global markets, impacts currency and gold prices, and maintains short-term interest rates below 1% since 1997. We are making sense of the Bank's unique QE program, the only one of its kind still operational worldwide, and dissecting the intricate ties between Japan's stock market, currency, and inflation rates. By the end of this episode, you'll better grasp the gist of phrases like 'yield curve control' and why its potential phasing out can turn markets upside down.

Can you imagine a single entity intervening in global markets? That's the kind of power we're talking about when we discuss the Bank of Japan. We'll unpack how such a move could shake up currency and gold prices. But that's not all, as the impact of decisions made by the Federal Reserve also comes into play. Understanding how closely CPI data is tied to these moves is crucial, and we'll show you why. Wrapping up, we'll get into the nitty-gritty of gold's performance over the past few quarters and discuss how future prices may be influenced. So, whether you're a trader, investor, or just someone interested in understanding global financial markets better, we promise this episode has something for you.

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.

Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. 

The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.

With ChatDOC, instantly analyze professional documents using  AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.
Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.
Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive

Support the show

...more
View all episodesView all episodes
Download on the App Store

Lead-Lag LiveBy Michael A. Gayed, CFA

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

88 ratings


More shows like Lead-Lag Live

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

587 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,068 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

934 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

916 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

249 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

Supply Shock by Blockworks

Supply Shock

113 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

383 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

93 Listeners