Lead-Lag Live

Unlock the secrets of Columbia Threadneedle's groundbreaking investment strategies with insights from our special guest, Jay McAndrew. Discover how this asset management leader is reshaping the industry by seamlessly blending active insights into passive ETF models, all while focusing on a select group of 350 top-rated stocks. Jay draws from his wealth of experience to shed light on the firm's unique approach to replicating the Russell 1000 and how innovation in research-driven processes is setting the stage for future success.

Our conversation dives deep into Columbia Threadneedle's cutting-edge research-enhanced ETF strategies. Learn how their centralized research platform empowers active managers to outperform the market by excluding underperforming stocks and focusing only on top-rated assets. We also discuss the brand's ambitious plans for 2025, from customizing exposure to volatile markets like China to harnessing the potential of emerging market consumption and democracy. Special attention is given to the Research Enhanced Core Solution, a portfolio strategy that optimizes performance by removing the 'losers' and focusing solely on strong picks.

Explore the complex dynamics of the China-India demographic shift and how Columbia Threadneedle's innovative approaches provide strategic advantages. From the successful launch of the Indian Consumer ETF, which boasts impressive annualized returns, to the EQIN dividend income franchise that thrives during rate-cutting cycles, the episode unveils the strategic foresight that keeps Columbia Threadneedle ahead in the asset management game. Join us as we unravel these sophisticated strategies and their implications for investors navigating today's complex market landscape.

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 Columbia Threadneedle 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

Uncover the secrets of financial success with the multifaceted Ken Mahoney, a distinguished figure with accolades stretching from Wall Street to Broadway. He's not just a financial heavyweight; with multiple Tonys and Emmys under his belt, Ken brings a unique blend of experience that will reshape how you view investment strategies. Explore the compelling dynamics between fiscal and monetary policies, and how they influence market volatility. Together, we dissect the art of stock picking versus fund picking, emphasizing the power of momentum and financial health, while steering clear of underperformers that consistently miss earnings. 

Our dialogue takes a fascinating twist as we compare the risk-reward dynamics of Wall Street and Broadway, fueled by Ken's unique journey. We delve into the potential impact of political shifts, like a Trump presidency, on market dynamics and inflation. Discover how Mahoney GPS can be your compass in navigating financial uncertainties, empowering investors with insights across platforms like Twitter, LinkedIn, and Facebook. Prepare for a journey that promises to enlighten and equip you with strategies to conquer your financial goals, all woven through Ken's captivating personal narrative.

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.

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Unlock the secrets to understanding market trends with insights from David Keller of Sierra Alpha Research. Ever wondered how to spot the exhaustion of a market trend before it's too late? Our conversation promises to equip you with the tools and techniques needed to enhance your situational awareness in investing, helping you sidestep the pitfalls of emotionally-driven decisions. Keller sheds light on the human element in investing, discussing how emotions can cloud judgment despite a plethora of available data. We dive into the impact of algorithms and confirmation bias on investor behavior, highlighting the critical need for heightened awareness to make informed choices.

In our discussion, we tackle the art of portfolio management and investment strategy, focusing on practical approaches like using exponential moving averages to track market trends across various timeframes. We explore the importance of having a robust exit strategy, featuring tools such as the chandelier exit system to make decisive moves when positions falter. Keller shares his views on balancing individual securities and ETFs through a core and explore model, while offering insights into recognizing new market trends and the necessity of adapting to dynamic market conditions. Plus, learn the importance of admitting mistakes and leveraging historical market knowledge to shape current strategies. Join us and discover how to make smarter, more strategic investment decisions.

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.

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Ever wondered how the ETF industry is mirroring the innovation boom of biotech? Tune in as Eric Balchunas from Bloomberg unpacks the fascinating parallels in our latest episode. We promise you'll gain eye-opening insights into how specialized ETFs are becoming the go-to solutions for investors seeking everything from premium income to market buffers. Eric also highlights a cultural shift towards riskier investment strategies that are shaking up traditional asset allocation, offering both thrilling opportunities and potential pitfalls.

We explore how the transformative ETF rule is paving the way for more complex, derivative-included launches, drawing in thrill-seekers and those in search of sophisticated tax management. With products that echo the expertise of ex-hedge fund professionals, the landscape is becoming more layered and intriguing. Eric shares his take on how the industry is tapping into investor psychology and behavioral biases, crafting solutions that speak to modern financial needs. Don't miss this engaging episode where finance meets creativity, and learn how you can stay ahead in this ever-evolving market.

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.

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Unlock the secrets of modern retail investing with the legendary Keith Fitzgerald, who brings over 45 years of unparalleled experience to our latest episode. Join us as we uncover Keith's groundbreaking "quantummental" strategy, a fusion of top-down and bottom-up analysis that allows investors to tap into transformational themes like digitalization and AI. Keith shares his wisdom on aligning with "must-have" companies such as Apple and Chevron, offering a roadmap to capitalize on long-term trends while skillfully navigating the market's ever-evolving landscape. 

In a world where computerized trading and zero DTE options dominate, Keith reveals how a disciplined approach and a clear exit strategy can make all the difference. From setting profit targets to understanding when changes in a company's direction, like dividend cuts, may warrant a sell decision, he lays out a methodical path to investing success. This episode isn't just about financial strategies; it's about making a meaningful impact on people's lives. Keith's passion for sharing knowledge extends beyond our conversation, inviting listeners to continue the journey through his media appearances and KeithFitzgerald.com. Prepare to be inspired and equipped with insights that could transform your investment approach.

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.

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Unlock the secrets to a resilient retirement strategy with Christine Benz from Morningstar as we explore the nuances of effective portfolio construction. Gain insights on the bucket approach, a method designed to weather market downturns by maintaining a cash cushion equivalent to one to two years of spending. Christine imparts her expertise on the famous 4% withdrawal rule, adapting it to the current economic climate, and discusses how evolving fixed income yields, equity valuations, and inflation forecasts suggest a more conservative approach for retirees in 2024. We'll also challenge the traditional view of bonds as the safest assets and examine the potential of blue-chip dividend stocks as an alternative means to stability.

Navigate the psychological hurdles retirees encounter when shifting from saving to spending with actionable strategies to make this transition smoother. From practice spending to considering annuities, we uncover solutions to the "permission to spend" challenge many retirees face. With a growing number of individuals planning to extend their working years due to financial necessity, we address the reality of health and job-related limitations on these plans. Throughout, we highlight the invaluable insights Christine Benz shares across her book, articles, videos, and the podcast "The Long View," guiding listeners towards a pragmatic approach to retirement planning. Explore these rich resources and equip yourself for a thoughtful retirement journey.

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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Discover the secrets to preserving your legacy with expert insights from Jamie Hopkins on the Money Show. We unravel the complexities of estate planning, focusing on the often-neglected aspects of digital assets and their troublesome transfer upon death. With the evolution of online accounts and changing legal landscapes, many are left unprepared and at risk of having outdated wills. Dive into how modern technology and AI could simplify this daunting process, ensuring your estate plan remains current and effective.

Navigating the digital world posthumously can be a legal quagmire, but there are solutions. Jamie sheds light on the Revised Uniform Fiduciary Access to Digital Asset Act (RUFADA) and how it grants fiduciaries access to digital assets, provided they're mentioned in legal documents. We tackle the tough challenges of valuing digital assets and the operational struggles families face without crucial digital access. This conversation is a must-listen for anyone looking to future-proof their estate plans in the age of digital dependency.

Selecting the right estate attorney is a task of utmost importance, and Jamie provides invaluable guidance on making this crucial decision. From understanding family dynamics to acknowledging the inevitability of mortality, he emphasizes the need to work with a professional who can navigate the intricacies of modern estate planning. Learn about the benefits of joint and separate meetings for couples and why drafting your own will could lead to unforeseen complications. Let Jamie’s expert advice steer you toward a smoother, more secure estate planning journey.

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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Renowned economist Ed Yardeni joins me on Lead-Lag Live to unpack the roaring market trends and economic shifts of our time. Known for his bullish perspective, Ed sheds light on the resilience of the US economy, drawing fascinating parallels to historic periods like the 1920s and 1990s. We explore why expansions often last longer than recessions and how this outlook aligns with current market dynamics, especially the persistent appeal of large-cap stocks amidst a small-cap earnings stagnation. 

We'll navigate the intricate dance of market expectations with a focus on the Federal Reserve's maneuvers and the geopolitical undercurrents affecting gold prices. Our conversation critiques the concentration risk within the tech sector, reminiscent of the late 1990s, and delves into the realm of antitrust worries and fiscal policy's unpredictable impacts. Tune in to hear our insights on the necessity of maintaining objectivity in investment strategies, regardless of political climates, and how to construct a portfolio resilient to inflation, inspired by Mark Faber's risk parity model.

In our exploration of global economic shifts, we discuss the US market's impressive performance since 2010 and its resilience in the face of global uncertainties, with a nod to India's emerging strength. Despite predictions of recession due to aggressive monetary tightening, the US economy's surprising robustness is noteworthy. We ponder the potential continuity of the current bull market into the decade's end and the risks of overheating, while also considering the influence of social media in shaping investment strategies. Join us for an enriching conversation that promises to expand your understanding of our evolving economic landscape.

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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Discover the layers of modern investing with Keith Dicker, founder and Chief Investment Officer of IceCap Asset Management, as we navigate the volatile world of Canadian equities and their global counterparts. Keith unveils the complexities of portfolio diversification beyond the traditional 60-40 split, urging investors to embrace a mix of cash, currencies, sovereign debt, credit, equities, and commodities. Together, we dissect the fervor surrounding equities and anticipate market shifts following the American elections, amid fears of a global economic slowdown.

Canada's rapid population growth presents unique economic challenges, straining housing, infrastructure, and public services, while slowing economic output per capita and heightening recession risks. Keith and I discuss Canada's recession history, typically oil-driven and centered on Alberta, yet warn of potential balance sheet recessions impacting housing and corporate lending. The conversation expands to interest rate dynamics, exploring looming inflationary pressures and recession concerns in both Canada and the US, as dictated by the Bank of Canada and the Federal Reserve.

Central banks might lean towards jumbo rate cuts, with the Bank of Canada poised for significant decisions as inflation hovers precariously. Keith and I delve into the possibility of a sovereign debt crisis and the intricate balancing act facing policymakers, reflecting on past economic policy failures. Commodities emerge as a critical component of diversified portfolios, offering a hedge against geopolitical and inflationary uncertainties. We champion a customized approach to portfolio management, especially for family offices, critiquing the investment industry's tendency to misattribute success and failure.

 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

Explore the complexities of modern capitalism with our insightful guest, David Stockman, the former budget director under Ronald Reagan. Discover how the legacy of Reaganomics continues to shape our economic landscape, as Stockman sheds light on the successes and failures of past fiscal policies. We're tackling the pressing challenges of federal deficits and monetary policy, offering a comprehensive look at how historical decisions impact today's and future administrations.

Uncover the potential consequences of the Federal Reserve's monetary maneuvers on bond prices, interest rates, and market stability. We dive into the intricacies of maintaining low interest rates amidst persistent inflation and the looming specter of stagflation. Through a critical analysis of past and present economic cycles, such as the 2019 panic, we emphasize the delicate balance required to avoid recession and the limitations of the Fed's capabilities in influencing economic outcomes.

Gain a global perspective on financial markets as we discuss the roles of hard assets like gold and Bitcoin in uncertain times. We'll also address geopolitical tensions and the potential implications for global debt issues. With a touch of optimism, we consider how artificial intelligence might drive future productivity, offering a possible avenue to navigate current financial challenges. Don't miss our spotlight on David Stockman's Counter Corner newsletter, a treasure trove of in-depth economic analysis and insights.

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