Lead-Lag Live

Drilling into the Global Economy: Key Insights on Market Cycles, Real Estate and Fiscal Policies with Ron Insana


Listen Later

Are you ready for a deep dive into the intricate landscape of the current economy? We guarantee that joining us on this episode of Lead-Lag Live will be an enlightening experience. We had the chance to engage with Ron Insana, a respected market strategist, drilling through the layers of the global economy, discussing everything from the Chips and Science Act to the challenges posed by the real estate sector. If you've ever wondered about the key differences between market cycles and business cycles, then you'll want to tune in. 

How about a thought-provoking discussion on the trillions of dollars of commercial real estate debt that needs to be refinanced? How about an in-depth analysis on the potential impacts of the Fed's over-tightening on inflation? If these are questions that have kept you up at night, then our chat with Ron Isana is just what you need. We'll also cover the complex correlation between diverse economic factors and political parties, as well as the potential effects of taxes fluctuating depending on the party in power. 

Lastly, we'll examine the implications of the US presidential election and the National Association of Realtors' predictions for commercial real estate debt. We'll take an interesting look at the long-term implications of technology, demographics, and the wealth gap. If you're interested in understanding the global economy in a new light, this is a must-listen episode. We've got it all covered on LeadLag Live, so join us for a stimulating conversation that promises to be as enlightening as it is entertaining.

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.


Foodies unite…with HowUdish!

It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!

Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!

HowUdish makes it simple to connect through food anywhere in the world.

So, how do YOU dish? Download HowUdish on the Apple App Store today: 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

575 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,069 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

930 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

914 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

205 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

247 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

359 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

468 Listeners

Supply Shock by Blockworks

Supply Shock

117 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

384 Listeners

Forward Guidance by Blockworks

Forward Guidance

274 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

51 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

98 Listeners