Lead-Lag Live

Ben Hunt on Unraveling AI and Narratives: The New Frontiers in Investing


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Get ready for an illuminating journey as we join forces with our esteemed guest, Ben Hunt, a maestro in understanding narrative archetypes. Ever wondered how the complex realms of artificial intelligence could be deciphered? We're about to unfold the mystery, breaking AI down to its core and demonstrating how narratives are shaping industries and influencing money management across diverse market cycles. 

Are you intrigued by the narratives that drive Wall Street's strategies and decisions? We turn the spotlight onto these macro narratives, demonstrating how their presence, or absence, can impact market trends and investment decisions. We'll guide you to understand the importance of observing the bigger picture, the school of fish rather than individual fish, to navigate the volatile waters of trading. 

Lastly, we explore the narratives that are quietly shaping interest rates. From tracking macro narratives and their sway on ten-year treasury rates to the disappearance of a looming recession narrative, you'll learn how such shifts can affect rates dramatically. We also dive into the rising mainstream narrative of interest rates potentially reaching a significant 6-8%, and how you can leverage these narratives to seize trading opportunities. Don't miss our enlightening conversation on the resurgence of inflation and the potential global impacts of the Bank of Japan's interventions in the yen.

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at https://theleadlag.report/leadlaglive and get 30% off as a podcast listener.

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.

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


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Lead-Lag LiveBy Michael A. Gayed, CFA

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