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REAL PEOPLE / REAL BUSINESSES / REAL INSPIRATION. In this raw and unfiltered podcast, nationally recognized host Michael Alden discusses fresh business ideas as well as timeless and proven success principles with real people, doing real things, running real businesses and providing real inspiration. These recordings offer a rare glimpse into what it takes to start, grow and succeed in business and in life.Michael Alden is the Founder of a premier Direct Response Marketing firm, recognized fo ...
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The worlds of macro finance and crypto are continuing to draw closer together. On the Margin will host some of the greatest minds in the world of asset management, markets, and discuss how ideas that were once on the margin are now becoming mainstream.
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At the intersection of learning, media, and the future of work, join us each week as we sense and discover where the future of education is heading. Join host Mike Palmer, the Founder of Palmer Media, as he engages with thought leaders, pioneers, and entrepreneurs exploring the cutting edge of learning in these tumultuous times.
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Get your dose of Bitcoin with weekly news roundups and "Why Are We Bullish" panel shows featuring Bitcoiners from around the world! Support this podcast: https://podcasters.spotify.com/pod/show/btcsessions/support
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Lead-Lag Live

Michael A. Gayed, CFA

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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Fashion and apparel. It touches nearly everyone. When its at its best, fashion and apparel is not only functional, but also fun, expressive, sexy, and for some businesses, very profitable. But when it is at its worst, fashion and apparel is superficial, exploitative, polluting and extremely wasteful - in other words the essence of unsustainable consumption. And while it is argued that the industry's rapid growth has created employment opportunities for more than 300 million people worldwide, ...
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Saifedean's The Bitcoin Standard Podcast is the place to discuss Bitcoin and economics from the Austrian school's perspective. Listen to the weekly saifedean.com discussion seminar, where a group of learners from all over the world discuss the website's online courses, as well as a wide variety of economic, political, and social issues, and occasionally host special guests for the discussion. The podcast also includes the most interesting interviews conducted with Saifedean on other shows.
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Mark Twain’s work on Joan of Arc is titled in full “Personal Recollections of Joan of Arc, by the Sieur Louis de Conte.” De Conte is identified as Joan’s page and secretary. For those who’ve always wanted to “get behind” the Joan of Arc story and to better understand just what happened, Twain’s narrative makes the story personal and very accessible. The work is fictionally presented as a translation from the manuscript by Jean Francois Alden, or, in the words of the published book, “Freely T ...
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Dylan LeClair is the Director of Bitcoin Strategy at MetaPlanet and Senior Market Analyst at Bitcoin Magazine Pro. In this interview, we discuss Michael Saylor’s Bitcoin strategy, and how they are implementing this at Metaplanet. – Show notes: https://www.whatbitcoindid.com/podcast/microstrategy-metaplanet-real-bedford This episode’s sponsors: IREN…
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🔴 LIVE: Shocking Bitcoin Developments! Goldman Sacks, Central Banks, Keiser, Harris & More! 🚀Join us in today’s action-packed episode as we explore some of the most significant news in Bitcoin! Tune in live to catch our in-depth discussion on:• Elon & Trump’s Internet-Breaking Interview: A deep dive into the explosive interview that shook the inter…
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Jameson Lopp is the co-founder & CTO of Casa. In this interview, we discuss politicians coming to Bitcoin, how Jameson was swatted, how to think about your Bitcoin security and the rise of physical attacks on Bitcoiners. – Show notes: https://www.whatbitcoindid.com/podcast/protecting-your-bitcoin This episode’s sponsors: IREN - Bitcoin Mining. Done…
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Is the widely cited $20 trillion Yen Carry trade figure really exaggerated? Join us as we uncover the truth behind this staggering number with our special guest, Lyn Alden. Bringing her engineering and finance expertise to the table, Lyn helps us dissect the intricate mechanics of market dynamics, recent market volatility, and the reverse carry tra…
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How are NPCs programmed to cheer for a genocide thousands of miles away? I hosted Konstantin Kisin and found that it's done by programming them to view any Israeli murder of civilians as justified self-defense, to believe everything the Israeli government says except when it says it's committing a genocide, and to use no data from before October 7.…
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In this episode, Alex Campbell joins the show to discuss volatility, "Magnificent Seven" concentration, and dispersion trades. We also unpack the mechanics of the carry trade, how short volatility and hedging strategies are shaping the markets, and the role of artificial intelligence in finance. Enjoy! -- Follow Alex: https://x.com/abcampbell Follo…
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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 …
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American HODL is an OG Bitcoin investor and Erik Cason is a cypherpunk and author of Cryptosovereignty: The Encrypted Political Philosophy of Bitcoin. In this interview, we discuss the transcendent orange political movement, re-forging the American meritocracy, and Bitcoin reformation vs revolution. – Show notes: https://www.whatbitcoindid.com/podc…
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What if today's market turbulence signals the onset of another financial crisis akin to 1987, 1998, or 2008? Join me, Michael Gayed, Publisher of The Lead-Lag Report, as I engage in a profound discussion with Axel Merk, an authority in the gold industry. We dissect current market conditions, compare them with past crises, and uncover the diverse pr…
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This week we discuss the unwinding of the carry trade, the impact of correlations during deleveraging events, and which assets stand to benefit the most from increased liquidity and upcoming rate cuts. We also delve into the widening of credit spreads, steel man the recession argument, and examine the state of the labor market. Enjoy! -- Follow Qui…
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FOLLOW TODAY’S PANELISTS:https://x.com/keidunmhttps://x.com/MayaPar25https://x.com/LynAldenContactBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/JOIN OUR AFF…
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Unlock the secrets of the global margin call and understand why the yen's strength could be a critical point of failure in finance with macro researcher Weston Nakamura. In this fascinating episode, we uncover the latest developments in the yen carry trade and its ripple effects on markets like the NASDAQ and Russell 2000. Nakamura provides a deep …
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Mauricio Di Bartolomeo is a Founder & the Chief Strategy Officer of Ledn. In this interview, we discuss mining Bitcoin in Maduro’s Venezuela, the mining crackdown, escaping hyperinflation, shorting fiat, and how the world will come to Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/escaping-hyperinflation This episode’s sponsors: IREN…
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🔴 LIVE: HUGE Bitcoin News! Putin, Musk, Tether, IMF, El Salvador & More! 🚀Join us in today’s jam-packed episode as we dive into some of the most groundbreaking news in the Bitcoin world! Tune in live to hear us discuss:• Putin Legalizes Bitcoin Mining: What does this mean for the global Bitcoin landscape and has game theory begun?• Elon Musk’s Batt…
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Ever wondered how Japan's delayed rate hikes or the U.S.'s soaring interest payments relative to GDP could reshape global markets? Get ready for a deep dive with Tavi Costa from Crescat Capital as we untangle the intricate web of current macroeconomic trends. Discover why Tavi holds a bearish outlook on the dollar and what that means for fiat curre…
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In this episode, Claudia Sahm joins the show to discuss her namesake recession indicator the Sahm Rule. We deep dive into unemployment, whether or not we are in a recession, and how the Federal Reserve should be reacting. Enjoy! -- Follow guest: https://x.com/Claudia_Sahm Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter.c…
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Lyn Alden is a macroeconomist, investment strategist and General Partner at Ego Death Capital. In this interview, we discuss the unwinding of the Japan carry trade, the Fed cutting interest rates, how broken money leads to social unrest and what all of this means for Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/lyn-alden-on-japans-…
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Unlock the secrets of intelligent investing with Diego Parrilla, a former commodities and macro trading expert from JP Morgan, Goldman Sachs, and Merrill Lynch. Now at Quadriga in Spain, Diego introduces his innovative "anti-bubble" framework, illuminating how misperceptions in the market create undervalued opportunities. His strategy blends gold, …
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Jeff Booth, author of The Price of Tomorrow, joins us to discuss deflation and economics, as well as the Fedi protocol. Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s four online economics courses, and read his writing, including his new book, Principles of Economics! Find…
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In this episode of Trending in Education, host Mike Palmer welcomes Alden Do Rosario, founder of Custom GPT AI, and Dr. Phil Hendrix to discuss the emerging landscape of custom chatbots and AI in higher education. We explore the origins of Custom GPT AI and delve into a white paper co-authored by Dr. Hendrix on the adoption of AI in universities. T…
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What if insider trading activity could reveal hidden market trends? Join us as we sit down with Jesse Felder, the brilliant mind behind The Felder Report, to uncover his remarkable transition from Bear Stearns to co-founding a hedge fund and pioneering financial blogging. Jesse shares his invaluable expertise in market analysis, emphasizing the und…
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Andrew Bailey, is a Professor of Philosophy at Yale-NUS College, Bradley Rettler is a Professor of Philosophy at the University of Wyoming and Craig Warmke is a Professor of Philosophy at Northern Illinois University. In this episode we discuss their book Resistance Money and the global net-benefits of Bitcoin. – Show notes: https://www.whatbitcoin…
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Can Bitcoin truly be a better form of money than gold? Join us as we sit down with Mark Yusko, founder of Morgan Creek Capital Management, to unravel his transformative journey from traditional asset management to becoming a leading venture capitalist in the digital asset space. Mark opens up about his initial skepticism of Bitcoin, what led to his…
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FOLLOW TODAY’S PANELISTS:https://x.com/SecureMobile2https://x.com/SullyMichaelvanhttps://x.com/TheCoinDadBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/JOIN …
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This week we discuss another volatile week in markets with the continuing deleveraging that took place as on the back of a data heavy week. We discuss our takeaways from FOMC, QRA, economic data & the market reaction. Enjoy! -- On the Margin Survey: https://on-the-margin.beehiiv.com/forms/5c7fc920-a57a-496b-9708-1d137bd3014b -- Follow Quinn: https:…
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Eric Yakes is the Managing Partner at Epoch and the Author of The 7th Property: Bitcoin and the Monetary Revolution. In this interview, we discuss the economic theory of marginalism, how this translates to Bitcoin, Bitcoin adoption cycles and the challenges of investing in Bitcoin companies. – Show notes: https://www.whatbitcoindid.com/podcast/bitc…
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Welcome to this week’s Simply Sessions, your go-to source for the latest and greatest in Bitcoin news!In this episode, we explore the biggest developments in the Bitcoin world:• Michael Saylor predicts a massive $49 MILLION price per Bitcoin.• Bitcoin as a strategic reserve asset starts to take form with a new US bill.• Democrats plan to sell Bitco…
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In this episode, Danny Dayan joins the show to break down what he is seeing in markets post FOMC. With rate cuts expected & markets continuing to melt up, Danny makes the case for why the Fed shouldn't be cutting rates here. Enjoy! -- Follow Danny: https://x.com/DannyDayan5 Follow Felix: https://x.com/fejau_inc Follow On The Margin: https://twitter…
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Vivek Ramaswamy is an American entrepreneur. In this interview, we discuss fears about America’s current path, burgeoning state power, regulatory capture, dismantling the administrative state, restoring America's prosperity, and why American ideals are fundamentally aligned with Bitcoin. – Show notes: https://www.whatbitcoindid.com/podcast/will-tru…
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Coinbits is back better than before, and we are joined by their VP of product Dave Birnbaum to discuss their new product offerings. Enjoyed this episode? Join Saifedean's online learning platform to take part in weekly podcast seminars, access Saifedean’s four online economics courses, and read his writing, including his new book, Principles of Eco…
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What if the American economy's foundation was built on small businesses rather than colossal corporations? Discover how we shifted from a decentralized landscape in the 1970s to today's monopolistic giants with our guest, Matt Stoller, an eminent public intellectual and author on monopolies and finance. Stoller reveals the philosophical shift that …
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What if the key to a more prosperous future lies in embracing deflation rather than fearing it? Join us as we sit down with Jeff Booth, technology entrepreneur and acclaimed author of "The Price of Tomorrow," to unravel the deflationary nature of technology and the transformative power of decentralized systems like Bitcoin and Nostr. Jeff provides …
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In this episode of Trending in Education, Mike Palmer welcomes Katy Knight, President and Executive Director of the Siegel Family Endowment. We dive into the intersection of technology, society, and education, exploring how these elements shape our future. Mike references Katy's recent appearance on The Cusp with Paul Fain in the open. Katy shares …
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Luke Gromen is the Founder and President of Forest for the Trees and Preston Pysh is a founder of The Investor Podcast Network. In this interview, we discuss the desperate global debt problem, American decline & global monetary strategies, Bitcoin vs dollar milkshake scenarios, and how the US could back treasuries with Bitcoin to alleviate its loom…
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Ever wondered how Federal Reserve policies are shaping the markets and economy? Join us as we welcome Joseph Wang, former senior trader at the Federal Reserve's open markets desk and author of "Central Banking 101." Joseph brings an unparalleled perspective to our discussion, shedding light on the Fed's increasing market interventions and its growi…
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Matthew Pines is the Director of Intelligence at SentinelOne and a National Security Fellow at the Bitcoin Policy Institute. In this interview, we discuss geopolitical flashpoints of destabilisation, global nuclear-threat game theory, the implications of extraterrestrial technology, and the nation-state Bitcoin race. – Show notes: https://www.whatb…
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This week we discuss the volatile week in markets with the deleveraging that took place as the Yen carry trade unwound. With markets quickly bouncing back, we discuss is it time to be bullish? We then deep dive into the launch of the ETH ETFs, the path forward for crypto & the inflation outlook. Enjoy! -- Follow Quinn: https://x.com/qthomp Follow F…
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FOLLOW TODAY’S PANELISTS:https://x.com/devinsrosehttps://x.com/coinoswallethttps://x.com/CoinicarusBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/💪 SUPPORT T…
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Welcome to this week’s Simply Sessions, your go-to source for the latest and greatest in Bitcoin news!In this episode, we explore groundbreaking developments in the Bitcoin world:• In major shake up, Swan announces staff layoffs and cancels its IPO plans.• Trump takes aim at Nayib Bukele - will he stand his ground or step back?• Meanwhile, Fold is …
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Rob Hamilton is a co-founder and the CEO of AnchorWatch. In this interview, we discuss polarisation in geopolitical vs Bitcoin spheres, American ethos and the Bitcoin-Trump alliance, the bitcoin-dollar games being played, Bitcoin leverage attacking the dollar, and Bitcoin’s adoption inflection point. – Show notes: https://www.whatbitcoindid.com/pod…
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Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate…
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In this episode, Lyn Alden joins the show to discuss the rise of fiscal dominance & it's impact on markets in H2 2024 & beyond. We then deep dive into Bitcoin as a reserve asset, the election impact, what asset classes should perform well over the next 3-6 months & more. Enjoy! -- Follow Lyn: https://x.com/LynAldenContact Follow Felix: https://x.co…
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Ever wondered how market psychology shapes investment strategies? In our latest episode, we have the pleasure of hosting Laurent Bernut, whose extensive career spans from the diplomatic halls of the French Embassy to the fast-paced realm of Japanese capital markets and hedge funds. Laurent takes us through Japan’s economic landscape, describing the…
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Christian Keroles is the Director of Financial Freedom at the Human Rights Foundation. In this interview, we discuss the virality and volatility of the adoption chasm, mental models for hyperbitcoinisation, and the rewards of Bitcoin repricing the world. – Show notes: https://www.whatbitcoindid.com/podcast/a-mental-framework-for-bitcoin This episod…
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Kenyan farmer Jusper Machugo joins us to tell us about the awful reality of agriculture without hydrocarbons, and how the Kenyan government, the IMF, and international organizations make it harder for Africans to get the energy they need. Jusper Machogu's X account - https://x.com/JusperMachogu?t=ZStY6da03-AYxmTfAPQtLg&s=09 Jusper Machogu's substac…
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In this episode of Trending in Education, Mike Palmer and his AI co-host Nancy explore whether generative AI in education has entered the peak of inflated expectations or even the trough of disillusionment on the Gartner Hype Cycle. We discuss the origins of the Hype Cycle and its relevance to current AI trends. Then we dive into recent development…
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Can you anticipate market trends and mitigate risks to protect your wealth? Join us as we engage with Cameron Dawson, the Chief Investment Officer of New Edge Wealth, to unlock the secrets of managing ultra-high-net-worth portfolios. Cameron sheds light on the intricacies of handling substantial assets, emphasizing the critical importance of tax se…
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How much influence do U.S. presidents really have on oil prices? Our latest episode promises an eye-opening discussion with Dr. Anas Alhajji, an esteemed expert in the energy sector, who unpacks this and other critical topics. Dr. Alhajji sheds light on the often-misunderstood relationship between Middle Eastern politics and oil, and how Western me…
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This week we discuss what is happening in crypto & traditional markets. With rate cut expectations building, are we on the verge of a massive small cap rotation? We then deep dive into the dispersion trade unwind, is crypto about to catch up to the momentum in traditional markets, the U.S election impact & more. Enjoy! -- Follow Quinn: https://x.co…
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FOLLOW TODAY’S PANELISTS:https://x.com/Meditation_Manhttps://x.com/intangiblecoinshttps://x.com/asanoha_goldBOOK private one-on-one sessions with BITCOIN MENTOR! Learn self custody, hardware, multisig, lightning, privacy, running a node, and plenty more - all from a team of top notch educators that I've personally vetted.https://bitcoinmentor.io/💪 …
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