show episodes
 
FIFISION Everything Television. That's the vision! Join content creator Ophir (Fifi) Bar. Together & with some awesome guests every now and then, we will enter the world of Television! From specific series suggestions to talking about the multitude of streaming services out there. We'll discuss series & shows from different points of view. Talking about the creative process, the artistic aspects, subcontext, the acting, the audience and much more! Support this podcast: https://podcasters.spo ...
  continue reading
 
Artwork
 
International Authors, Speakers, and Researchers, Timothy Jay Schwab and Anna Zamoranos-Schwab founded The God Culture in 2018 leading a team of researchers in locating the legendary land of gold Ophir. This led to the location of Sheba, Tarshish, Garden of Eden, Rivers from Eden, and more. This channel will expose the leaven in scholarship and tradition. If you arrived here seeking the truth, you shall find it. Their series first began on YouTube and then in book form now read in over 100 c ...
  continue reading
 
Artwork

1
Lead-Lag Live

Michael A. Gayed, CFA

Unsubscribe
Unsubscribe
Weekly+
 
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 ...
  continue reading
 
Artwork

1
Product Nation

Ofer Baharav & Nir Paz

Unsubscribe
Unsubscribe
Monthly
 
Product Nation is a weekly podcast by product managers in Silicon Valley covering how tech products get created and executed by some of the most accomplished product management superheroes in the world
  continue reading
 
Stuck@Om is a series of conversations about about technology and how it is reshaping our society. Om Malik (a veteran technology writer) sits down and chats with some of the best and the brightest from around the world. The podcasts supplement his writing on his blog, On My Om. (http://om.co)
  continue reading
 
Loading …
show series
 
Can Americans truly be in a recession when wage inflation surpasses overall inflation? Financial wizard Ophir Gottlieb unravels this economic paradox in our latest episode. With a background in financial mathematics, AI, and hedge fund management, Ophir lends his expertise to untangle the complexities of the post-COVID economy. From the Federal Res…
  continue reading
 
Join Matt Fleck, CEO, and Neil Heller, COO, of Anonomatic as we discuss data protection by separating business data from identifying information, a method they call polyanonymization. They emphasize that traditional data protection methods like encryption and firewalls are insufficient against modern threats, especially with the advent of quantum c…
  continue reading
 
Step into the world of precious metals with our fascinating guest, Keith Weiner, founder of Monetary Metals. Ever wondered how you can earn interest on gold, an asset traditionally seen as non-yielding? Keith reveals his journey from tech entrepreneur to economics PhD, and unpacks the innovative strategies his company uses to lend and rent gold to …
  continue reading
 
Unlock the secrets of Collateralized Loan Obligations (CLOs) with industry expert Shiloh Bates from Flat Rock Global. Shiloh, boasting over 20 years of experience, simplifies the complexities of CLOs, comparing them to mini-banks with diversified portfolios of first lien senior secured loans. Learn about the intricate structure of CLOs, from AAA tr…
  continue reading
 
We sit down with Julian LaNeve, Chief Technology Officer at Astronomer. In this episode, Julian provides an in-depth look into Astronomer's journey as a front-runner in data orchestration and engineering. He discusses the innovative strategies and technologies that set Astronomer apart, the evolving landscape of data engineering, and the challenges…
  continue reading
 
Could China's gold buying strategies be reshaping the global economy? Join us as we sit down with Jan Nieuwenhuijs, a leading expert in the Chinese gold market, to unpack this fascinating question. Jan shares his unique journey from the glitz of the movie industry to the world of economics and gold analysis, offering a deep dive into China's comple…
  continue reading
 
Unlock the secrets of disciplined investing with Daniel Mahncke, a finance and economics student from Frankfurt, Germany. In this episode, Daniel shares his journey into value investing and behavioral finance, shedding light on how legendary investors Warren Buffett and Charlie Munger shaped his investment philosophy. Learn how to mitigate biases w…
  continue reading
 
Join Hagay Lupesko, VP of Engineering at Databricks/MosaicML, in an exclusive backstage access to discuss Databricks AI Summit 2024 GenAI announcements. Hagay discusses the latest generative AI advancements, emphasizing Databricks' shift towards serverless AI services and the importance of leveraging proprietary data for enterprise AI systems. He h…
  continue reading
 
Curious about the behind-the-scenes world of financial journalism? Join us as we sit down with Janet Alvarez, host of SiriusXM's Business Briefing, who shares her compelling journey from print journalism to radio. Janet highlights the different skill sets required for each medium and the importance of curiosity and analytical thinking. Together, we…
  continue reading
 
What if the impressive performance of a few semiconductor giants is masking the true health of the entire sector? Join us for an engaging conversation with Michael Gayed from The Lead-Lag Report. We'll dissect how ETFs heavily weighted by companies like NVIDIA and Taiwan Semiconductor can create a distorted picture of industry strength. Michael wil…
  continue reading
 
Is the current bull market too good to be true? Join me as I unpack the deceptive nature of this market rally . I dive into startling data from the Russell 3000 index, showing that a staggering 70.4% of its stocks are trading below their 2021 highs, even as the S&P 500 hits new peaks. I draw eerie parallels to the dot-com bubble of 1999, where a fe…
  continue reading
 
What if space mining could revolutionize our energy and commodity security? Join us on the Lead Lag Report as we welcome Brandon Weichert, a renowned national security analyst and author, to break down the complex world of energy, commodity security, and geopolitical economics. With an extensive background from his work with the National Interest a…
  continue reading
 
What happens when private equity infiltrates the world of business? Join us as we uncover the truth with Gretchen Morgenson, a veteran financial journalist who transitioned from stockbroker to investigative reporter. Gretchen shares her unique journey and provides a deep dive into the evolution of financial journalism. We discuss how the democratiz…
  continue reading
 
Join Michael Huth, Dean at Imperial College London and Chief Research Officer at Xayn, as he discusses his journey from a mathematics background to leading roles in both academia and a startup, highlighting the importance of strategic control in his department at Imperial and the innovative work at Xayn. He explores topics such as the concept of so…
  continue reading
 
What happens when a former military intelligence officer decides to navigate the intricate world of gold and precious metals? Join us as Christopher Aaron reveals his extraordinary journey from the battlegrounds of Afghanistan and Iraq to becoming a savvy market analyst. Christopher's personal anecdotes shed light on the flaws of mainstream narrati…
  continue reading
 
What does the future hold for NVIDIA, and could its impact rival that of Tesla or Cisco? Join us in this episode as we sit down with veteran trader Gareth Soloway to dissect the market forces at play. We delve into the psychology of market behavior, the saturation of the AI chip industry, and the looming competition that could shift the landscape. …
  continue reading
 
Get ready to dive into the exciting world of mining stocks with our guest Trevor Hall, a seasoned journalist turned mining and mineral exploration podcaster. In this captivating episode, Trevor shares his fascinating journey from academia to the mining industry, driven by his insatiable curiosity and knack for asking 'dumb questions.' Join us as we…
  continue reading
 
Unlock the secrets of securing capital for your startup as I, Michael Gayed, join forces with NYU Stern’s own Professor Glenn Okun to unravel the complexities of entrepreneurial finance in today's challenging economy. Together, we dissect the current climate where surging interest rates are reshaping the terrain for rising businesses, scrutinizing …
  continue reading
 
Witness the bond market's reality through the eyes of Matt Dines, CIO of Build Asset Management. Matt joins us to dissect the challenges and illusions present in fixed income investments, particularly for the retiring generation that has heavily depended on them. With the end of the 40-year bond bull market hidden behind nominal gains and masked by…
  continue reading
 
Unlock the potential to elevate your life through real estate investing and personal development with my latest guest, Clint Murphy. As a former CFO turned real estate entrepreneur, Clint brings a wealth of knowledge and candid tales from his own transformation. In our animated conversation, we dissect the nuanced strategies behind successful prope…
  continue reading
 
Navigate the perplexing currents of today's investment landscape with us, Michael Gayed and expert analyst Sam Burns from Mill Street Research, as we dissect the S&P's dominance and the challenges of traditional diversification. Gain valuable insight into the shifting sands of asset allocation, where the once-reliable tactics now stumble in the fac…
  continue reading
 
Telluride Marshals investigate a preschool teacher suspected of possessing child pornography, emergency closure of Highway 50 creates long detours for travelers, San Miguel County commissioners extend moratorium on new solar projects through November 15, and Telluride isn't the only place in San Miguel County listed in Zillow's report of all the "m…
  continue reading
 
Wow! Did you know the famous Muslim cartographer from Africa mapped the Muslim Isles of Gold in the Philippines? He did and we'll show that map and confirming maps in the Muslim world. This was never a mystery and the fact that academics have written on this as if no such map exists, demonstrates a profound willing ignorance as the first place to g…
  continue reading
 
Embark on a journey through the evolving world of finance with none other than Caleb Silver, the Editor-in-Chief of Investopedia, as your guide. You're in for an enlightening conversation that traverses Caleb’s illustrious career from Bloomberg to CNN, and his passionate advocacy for financial literacy. We tackle how the fast-paced nature of today'…
  continue reading
 
What did Marco Polo say? Why don't so many academics and scholars know. They represent traditional narratives steeped in colonialism without bothering to read the account. In this video, we will break down 15 criteria in this history in which Japan fails more than 50% and the Philippines coalesces with 14 of 15 with the other just missing, not nece…
  continue reading
 
Unlock the secrets behind the ever-evolving world of retail investing with our special guest, Stephen Sikes, COO at Public. This episode promises a journey into the heart of modern market dynamics, where we shatter the myth of the "dumb money" investor and introduce you to the savvy, diverse profiles making their mark on the financial landscape. St…
  continue reading
 
Join Arijit Raychowdhury, Chair of Electrical and Computer Engineering at Georgia Tech, and Cheryl Martin, Global Higher Education and Research at Nvidia, as they discuss their pioneering collaboration in AI education. Diving into the genesis of the partnership, they elaborate on how it aims to democratize access to AI tools and resources for stude…
  continue reading
 
Why do so many maps from the 12th Century to the 18th Century demonstrate the Philippines as Zipangu of Marco Polo's voyage? Didn't all these know it was supposed to be Japan? Well, actually, neither did Marco Polo because he was not talking of Japan in this account period. In this video and the next we will decipher beginning with several maps tha…
  continue reading
 
Unlock the mystery behind the surging gold prices as I, Michael Gayed, sit down with the esteemed Alasdair Macleod. With his unparalleled experience spanning the financial spectrum, Alasdair sheds light on the intricate dance between currency value and gold—a beacon of stability in an unpredictable economic seascape. Our discourse journeys through …
  continue reading
 
Prepare to have your perspectives on asset management and digital assets revolutionized as we're joined by the astute James Sayffart from Bloomberg Intelligence. Together, we navigate the complex terrain of the mutual fund and ETF industry, with an intriguing focus on the burgeoning world of Bitcoin ETFs. Our discussion is not just timely—given the…
  continue reading
 
A new series begins now... Did you know that Christopher Columbus, his brother or someone well acquainted with him and his research created a map released around 1490 which shows the Garden of Eden in the Philippines? Its right there! This is affirmed by the 2 maps Columbus used according to his Journal which demonstrate the land of gold in the sam…
  continue reading
 
Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your persona…
  continue reading
 
Join Ron Jones and Alexa Tsui, CEO and COO of G2X, as they discuss a recent memorandum from the Biden administration titled "Advancing Governance, Innovation, and Risk Management for Agency Use of AI." Ron and Alexa highlight the challenges of hiring AI talent in the public sector due to competition with the private industry, but also discuss poten…
  continue reading
 
Unlock the secrets to financial sovereignty with Lisa Hough, a beacon in the realm of Bitcoin and personal empowerment. As a colleague of Caitlin Long at Custodia, Lisa brings her wealth of experience from the trenches of energy trading and a firm belief in the revolutionary potential of self-custody. This episode is not just a journey through Lisa…
  continue reading
 
Join the conversation with the acclaimed Hal Brands, historian and strategist, as we navigate through the labyrinth of geopolitical shifts that are forging new narratives in world affairs. Our engaging dialogue traverses the precipice of global economic uncertainty, sparked by events such as the COVID-19 pandemic, the conflict in Ukraine, and the s…
  continue reading
 
Unlock the secrets of macro trading with trading maestro Jonathan Matthews, as he shares the wisdom gleaned from his illustrious career at Brevin Howard. I'm your host, Michael Gayed, Publisher of The Lead-Lag Report, and in this episode, we delve into Jonathan's transition from handling equity derivatives and FX to revolutionizing the way retail s…
  continue reading
 
Unlock the secrets of the energy market with the astute insight of Amena Bakr from Energy Intelligence Group. Our conversation journeys through Amena's transition from a journalism background into becoming a vital voice on energy trends, focusing on the delicate interplay of oil prices and Gulf economies. We dissect the roadmap these nations traver…
  continue reading
 
Unlock the secrets of weathering financial storms with PNC's Chief Investment Officer, Amanda Agati, as she delivers an enlightening perspective on investment strategies for the modern market. In our enthralling conversation, Amanda dissects the complexities of post-pandemic finance, where old certainties have crumbled, and the wisdom of maintainin…
  continue reading
 
Embark on a journey to the heart of systematic investment strategies with Dan Russo, Portfolio Manager at Potomac Fund Management. This episode promises to elevate your understanding of professional money management, as Dan recounts his evolution from the dynamic NYSE floor to masterfully employing technical analysis and a disciplined, rules-based …
  continue reading
 
Every so often, we encounter stories that starkly remind us of the incredible resilience of the human spirit. This episode features an extraordinary individual whose journey from the depths of domestic violence and crime to the peaks of entrepreneurship and philanthropy embodies this resilience. Our guest's candid revelation of his transformative l…
  continue reading
 
Loading …

Quick Reference Guide