Lead-Lag Live

Mike Larson on Market Cycles, Fed Actions, and Gold Investment Strategies


Listen Later

Ever wondered how to strategically navigate the financial market, toggling between being bold and being boring? We promise you’ll gain invaluable insights as we sit down with Mike Larson, the Editor-in-Chief and VP at Money Show. Mike shares his journey from Weiss Ratings to his current influential role, shedding light on his strategic approach to market cycles. Learn how major economic downturns differ from shorter-term market events and the implications of central bank actions, particularly the Fed's maneuvers. 

Discover how market volatility, events in Japan, and the carry trade dynamic draw parallels to past crises and what that means for today's financial landscape. Mike explains the resilience of the S&P 500 amidst VIX spikes and examines whether changes in options trading are tilting market dynamics. We also discuss the shifting performance of market leaders and what this could indicate for future trends. Don’t miss Mike's analysis of gold and silver investments, with a focus on central bank purchasing trends and the potential impacts of Fed policy shifts.

Finally, gain a deeper understanding of the interplay between geopolitical risks and oil prices, and the fascinating potential for small cap outperformance during bear markets. We cover internal U.S. politics, insights from the Money Show conference, and the changing sentiment among investors. This episode is a treasure trove of perspectives on market dynamics, economic indicators, and strategic investment approaches, all from one of the industry's seasoned experts.

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.

This Mother’s Day, give a gift that is truly special—one that captures memories, preserves love, and lasts for generations. With TellMel.AI, you can turn your cherished stories into a timeless keepsake. It’s simple and heartfelt. This Mother’s Day, give more than just a gift—give the magic of storytelling, a legacy that will be cherished for generations. Start today at TellMel.AI.


 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

572 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,063 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

924 Listeners

Real Vision: Finance & Investing by Real Vision Podcast Network

Real Vision: Finance & Investing

912 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

364 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

469 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

279 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

49 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

355 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

33 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

99 Listeners