Lead-Lag Live

Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends


Listen Later

Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora and Dan Ives who bring a wealth of knowledge from technical analysis to energy and economic strategies.

Looking ahead to 2025, we examine the transition from tech-heavy portfolios to a broader sector approach, with energy, industrials, materials, and financials taking center stage. Listen as we dissect the potential impacts of Trump administration policies on U.S.-based companies and the shift towards increased credit growth opportunities. Our annual top picks report, boasting insights from over 44 expert contributors, reveals a diverse array of conservative and aggressive investment recommendations, offering invaluable guidance for navigating the evolving market.

The conversation then broadens to a global perspective, highlighting the resurgence of value investing, the potential of small-cap stocks, and the critical importance of international diversification. We explore the energy sector with insights from Robert Bryce and consider the implications of deregulation on financial and real estate markets. As we conclude, I extend an invitation to the upcoming Money Show in Las Vegas, promising an enriching experience filled with networking, learning, and engaging discussions. This episode is a treasure trove of investment wisdom, tailored for both seasoned investors and those just starting their financial 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.

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V

 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
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,065 Listeners

Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

947 Listeners

Alpha Exchange by Dean Curnutt

Alpha Exchange

82 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

262 Listeners

Excess Returns by Excess Returns

Excess Returns

86 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

469 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,345 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

375 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

415 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

69 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

45 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners