Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Join us as we uncover the strategic design behind HIPS and their resilience during tumultuous times, including the 2020 COVID-19 pandemic, all while emphasizing the critical role of diversification.

We spotlight the remarkable stability of the HIPS income portfolio during market upheavals, highlighting its ability to maintain consistent income distributions when the going gets tough. You'll gain insights into the tax efficiency of HIPS and explore the nature of return on capital, debunking common misconceptions about pass-through securities' expense ratios. Together, we'll navigate the intricate relationship between inflation, wage stagnation, and the rising demand for yield-generating investment products, offering a comprehensive understanding of why HIPS stand out as a compelling option in uncertain economic climates.

Additionally, venture into the innovative Yield Boost strategy, an options-selling approach that combines high yield generation with downside protection through selling out-of-the-money put options. We'll use Tesla as a case study to demonstrate how Yield Boost achieves impressive returns while minimizing NAV erosion. By comparing this strategy with HIPS, we reveal how both methods can cater to those seeking consistent income and total return in their investment portfolios. Tune in for a deep dive into crafting a well-rounded portfolio that meets fixed liabilities while offering income certainty and robust total returns.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of GraniteShares and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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

Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the looming possibility of Donald Trump's re-election in 2024, they offer an analysis of potential tariff strategies and their impact on U.S. trade relations with global competitors like China. Gain a deeper understanding of how America's strategic advantages—such as its reserve currency status and natural resource wealth—play into market trends and shape investment strategies as we project towards 2025.

Discover the vital role of non-correlated returns in agriculture as we face a shifting bond market landscape. With traditional investment models feeling the strain, the pursuit of diversification becomes paramount. Hear how the Tucreum Agricultural Fund Benchmark Index exemplifies stability during market corrections, demonstrating agriculture's potential as a diversification tool. Jake and Sal shed light on the composition of the agricultural index, featuring staples like corn, soybeans, wheat, and sugar, and discuss these commodities' dynamic role in shaping the agricultural market and offering non-correlated returns in volatile economic times.

Get ready for the launch of an innovative broad-based ETF commodities model that promises diverse exposure to commodities ranging from oil and natural gas to gold and coffee. We delve into how this model aims to outperform broad market indices by strategically managing commodity exposure. With unique offerings that include metals like gold, silver, and copper, this model provides a comprehensive avenue for investors seeking single commodity exposure without the intricacies of futures markets. As we draw our session to a close, we extend gratitude to Jake, Sal, and our engaged audience, inviting you to revisit the insights via the Lead Lag Report YouTube channel.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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. Pl

 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

Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlighting the stark differences between hedge fund analytical frameworks and traditional investment analysis, all while emphasizing the critical importance of informed decision-making in building successful investment strategies.

Venture into the dynamic world of small-cap stock investments, where political maneuvers like tax cuts and interest rate adjustments can dramatically reshape company profitability. Discover the disciplined approach of the SCAP ETF, known for its focus on profitable and dividend-paying stocks, and learn how rigorous analysis and a well-curated portfolio are pivotal in capturing market opportunities. We also shed light on the structure of investment teams and the strategic allocation within the Russell 2000, underscoring the importance of experience and analytical rigor in achieving investment success.

Navigate the intricacies of writing calls for alpha in the aerospace sector, and understand how small-cap stocks can offer unexpected market surprises compared to their large-cap counterparts. Explore the strategic potential of short-term call writing on large-cap stocks and how institutions are capitalizing on market behaviors influenced by less experienced traders. Finally, turn your focus to the bond market, where active management and sector diversity reveal opportunities amidst fluctuating interest rates. Experience the challenges and triumphs of balancing equities and bonds to pursue solid returns through informed, strategic investing.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital Advisors and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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

Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade winds blowing between the US, China, Canada, and Mexico, scrutinizing how tariffs and erratic policies from the Trump era might reshape businesses and markets. Amidst these discussions, Michael deciphers the recent spike in gold prices as a harbinger of economic unease and weighs in on the crypto market's erratic tides under a pro-crypto Trump administration.

On a more personal note, witness the exhilarating yet taxing journey of rapid business growth. We share insights into streamlining operations, the thrill of expansion, and the silver linings amidst chaos. Our dialogue offers a fresh perspective on the investment landscape, with a spotlight on treasuries and the intriguing potential of existing funds. Despite the bearish sentiment surrounding treasuries, we unwrap a strategic investment play that could benefit from widening credit spreads. Whether you're a seasoned investor or just stepping into this dynamic world, this episode provides a feast of insights and optimism.

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.

Support the show

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach that navigates the volatile markets of today with confidence and foresight.

Join us as we challenge the misconception that large-cap growth portfolios provide adequate diversification. With 60% of SCHG concentrated in a mere handful of tech giants, there's a whole world of mid-cap investments that are often overlooked. Drawing from Invesco's research, we delve into the potential of mid-caps, which have historically outperformed their larger counterparts. We make the case for active management, an approach that not only distinguishes between various market capitalizations but also steers clear of unprofitable companies, ensuring the preservation and growth of your wealth over the long term.

Finally, we explore the power of quantitative investment strategies. Discover how a rules-based, unemotional approach to investing can provide stability, reduce volatility, and serve as a foundational element of your portfolio. From the promising undervaluation of mid-cap stocks to the impact of emerging technologies like AI, we cover it all. Seth and I dissect the current market dynamics and offer practical strategies for financial advisors seeking an efficient growth style. By balancing growth and value, our conversation offers a roadmap to constructing a portfolio that stands the test of time, acting as a reliable anchor in a sea of market fluctuations.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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.

Support the show

Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical nature of grain production, offering a promising perspective on corn prices that could reshape your investment strategy.

Peek into the world of agricultural commodities as a surprisingly predictable market, offering unique diversification opportunities. With global demand for essential crops hitting record highs, we explore strategic timing and allocation tactics that could bolster your portfolio. Sal and I discuss why advisors are increasingly suggesting multi-commodity ETFs, providing practical strategies for those ready to capitalize on agricultural trends.

Navigating the complexities of leveraged funds and market volatility, we shed light on the suitability of these investments for the short-term trader. Learn how geopolitical events can amplify market movements and discover why inflation is a crucial factor in agricultural commodities. Sal's expertise provides clarity on the political and logistical hurdles of global food distribution, arming you with the knowledge to make informed investment decisions without getting bogged down by technicalities.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Teucrium and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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

Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts on bond markets and business confidence. With inflationary pressures mounting, Craig offers his insightful take on the potential consequences and future directions of Fed policies in a landscape fraught with uncertainty.

The conversation takes a strategic turn as we navigate the global investment scene, spotlighting the surge of interest in zero data expiry options for indices like the S&P and NASDAQ. Discover how traditional hedges are reshaping investor tactics amid macroeconomic unpredictability and why equity volatility might be underappreciated right now. From the allure of gold as a fiscal hedge to the implications of geopolitical turbulence on treasury investments, we examine scenarios that could catalyze another S&P surge and evaluate the economic ripple effects of potential Trump policy maneuvers.

Our dialogue rounds off by examining Bitcoin's burgeoning role as an alternative store of value amidst global instability. Compare its potential with that of gold and real estate, and consider the geopolitical ramifications of nations folding Bitcoin into their reserves. With deregulation under Trump's lens and opportunities for small-cap growth amidst rising borrowing costs, we reflect on the US's evolving role in a multilateral world. Craig highlights the enduring value of balancing qualitative insights with quantitative data, emphasizing relationship-building within the financial sector. Don't miss Craig's seasoned insights and practical reflections on today's pressing economic issues.

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

Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification, discuss "line item risk," and emphasize why preparation should be prioritized over prediction in the ever-volatile market landscape.

Our conversation ventures into the uncharted territory of risk management by challenging traditional views on asset allocation. With insights from Harry Markowitz and our guests' expertise in tactical management, we highlight the necessity of understanding varying risk profiles rather than simply spreading investments across asset classes. As we dissect the influence of market psychology and valuation metrics, you'll learn how these elements affect investment decisions, especially during economic downturns.

Discover innovative strategies for navigating complex market environments through mutual funds and global macro hedge fund approaches. This episode uncovers the often-overlooked advantages of mutual funds in less traditional asset classes and their synergy with hedge fund strategies. As markets continue to shift, we advocate for tactical active approaches and flexible portfolio management, ensuring you're equipped to adapt and thrive in a fluid financial world.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Dynamic Wealth Group and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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

What if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of India's entrepreneurial and economic landscape, highlighting insights from Chris Getter of Simplify, and Anupam Ghose from System 2 Advisors. With first-hand accounts of navigating the complexities of India's evolving market, this episode offers a front-row seat to understanding India's mercantilist roots, its challenges during the 1980s, and the remarkable shift toward a thriving global economy.

Embark on a historical journey from India's socialist beginnings under Jawaharlal Nehru to the groundbreaking economic liberalization of the 1990s. Witness how a balance of payments crisis became a catalyst for foreign investment and growth, particularly in the IT sector. We also contrast India's rise with its BRICS counterparts, examining its burgeoning presence in global bond indices and the expanding corporate bond market. Gain insight into the factors that make India a standout economy, with a keen focus on its unique consumption-driven structure.

Our discussion then shifts gears to investment strategies in India's market, spotlighting the India Fund I-O-P-P managed by Simplify. Learn how Anupam and his team navigate the intricacies of Indian ETFs, employing a strategic approach to identify high-growth opportunities. We'll explore regulatory hurdles, democratic challenges, and compare India’s economic structure with China’s. This comprehensive analysis provides a nuanced view of emerging market investments, offering strategies to capitalize on India's promising growth potential.

DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Simplify Management and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. 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

 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

After years of struggling with chronic health issues, Craig Brockie found himself questioning the effectiveness of traditional Western medicine, particularly after experiencing the disruptive effects of antibiotics like tetracycline on his microbiome. Craig joins us to share his personal journey from battling acne and anxiety to embracing naturopathic medicine and other holistic practices. Together, we explore the limitations of Western medical paradigms focused on medication and surgery, and advocate for alternative solutions that promote long-term wellness.

Our conversation dives deep into the complex relationship between gut health and overall wellness, highlighting how anxiety and chronic pain can be linked to what we consume. I recount my own struggles with chronic pain and anxiety, which led me to seek help from a naturopathic doctor, revealing issues like leaky gut syndrome and Candida overgrowth. We emphasize the importance of maintaining balanced gut flora disrupted by antibiotics and processed foods, offering insights into managing one's health through education and self-care, citing resources like Dr. William Davis's "Super Gut."

We also venture into the intriguing realms of allergy testing, peptides, and GMOs. Craig provides insights into the benefits of amino acids and the concerns surrounding agricultural practices, while we touch on the evolving trend towards integrative medicine. Our discussion is filled with practical advice and personal stories that inspire listeners to take control of their health journey, challenging conventional approaches and exploring holistic pathways to wellness.

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