Lead-Lag Live

Unlocking Systems-Based Investing: Radiology, Recessionary Markets, and the Role of Central Banks with Jeff Ross


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Get ready to unlock the secrets of a systems-based approach to investing, as we sit down with Jeff Ross, a seasoned investor with a diverse background in radiology. We delve into the intriguing intersection of radiology and finance, discovering how a systems-focused perspective can be applied to asset pricing in the context of macro top-down analysis. From dissecting the effects of inflation and economic growth to understanding liquidity, this conversation is packed with insights for every investor.

When it comes to navigating market uncertainties, there's no better guide than Jeff. We'll explore how to seize potential opportunities that surface during a recessionary bear market, including the role of timing for bonds and gold, and strategic allocations to cash, inverse funds, and Bitcoin ETFs. It's not all doom and gloom though. We also touch on the evolving landscape of investing over the last decade, the advent of stagflation, and the influence of the 'Fear Of Missing Out' on market dynamics.

Wrapping up, we plunge into the fascinating world of central banks, their immense power, and the rippling effects on asset valuation, market structure, and liquidity. Questioning the relevance of traditional free market economics, we consider Bitcoin as a reflection of a free market. Expect to leave this episode with a more nuanced understanding of the economic signals of a potential downturn, the consequences of hawkish rhetoric from the Federal Reserve, and the controversial role of quantitative easing in propping up risk assets. Get ready for an enlightening discussion with Jeff Ross and amplify your investing acumen!

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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.

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Lead-Lag LiveBy Michael A. Gayed, CFA

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