Best Cameron Weiner Podcasts (2024)

1
Laurent Bernut on Japan's Economic Landscape, Sector Rotation Strategies, and the Psychology of Trading 42:54

1h ago42:54

42:54

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…

1
Cameron Dawson on Wealth Portfolio Management, Market Trends, and Alternative Investments 52:18

43m ago52:18

52:18

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…

1
Anas Alhajji on U.S. Presidential Influence on Oil Prices, Energy Market Geopolitics, and Nuclear Energy's Future 51:40

2h ago51:40

51:40

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…

1
Jim Bianco on Sticky Inflation, Federal Reserve Politics, and Market Concentration Risks 58:04

3h ago58:04

58:04

Could the Federal Reserve's next moves be politically driven and potentially reignite inflation? Tune in as we explore this provocative question with Jim Bianco, the president and founder of Bianco Research. Jim provides his expert analysis on the transition from a deflationary cycle to what he calls a "sticky inflation cycle," fueled by remote wor…

1
Richard Duncan on the Evolution from Capitalism to Creditism, Global Credit Bubbles, and Economic Interventions 37:08

2h ago37:08

37:08

What if our entire understanding of capitalism is fundamentally flawed? Join us on a journey through history as we explore Richard Duncan's compelling argument that capitalism has evolved into what he terms "creditism." Starting from the collapse of the gold standard during World War I and leading through key events like the Great Depression and Wo…

1
David Rosenberg's Bold Predictions on Global Markets and Economic Trends 58:50

19m ago58:50

58:50

Curious about why David Rosenberg is shedding his "perma bear" label? Join us for an eye-opening discussion with the esteemed economist as he challenges conventional wisdom and shares his optimistic outlook on markets outside the S&P 500. David dives into the hidden opportunities in Japan, India, and the commodities sector, emphasizing the importan…

1
Market Rebellion and Options Insights with Jon Najarian 56:13

2h ago56:13

56:13

Former Chicago Bears player turned trading guru Jon Najarian joins us to share his unique journey from the chaos of open outcry trading floors to the precision of modern digital trading. Feel the rush of the pits as Jon recounts the electrifying highs and lows, and learn why he believes female traders often have the upper hand, thanks to their caut…

1
Peter Berezin on AI Stock Overvaluation, Small-Cap Struggles, and Recession Indicators 35:30

2h ago35:30

35:30

Is the allure of AI stocks overshadowing the perilous reality of small-cap struggles? Join us in this episode as we dissect the intricate landscape of the current stock market with Peter Berezin from BCA Research. We promise an in-depth analysis of the bifurcated performance between thriving large-cap AI-driven stocks and the underperforming small-…

1
Keith Weiner on How Gold Outshines Bitcoin as a Long-Term Investment 47:04

3d ago47:04

47:04

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 …

1
The Celiac Project Podcast - Ep 403: 2 Guys Talking Gluten Free 51:22

6d ago51:22

51:22

Mike and Cam are excited to welcome fashion designer, Richa Ranawat, all the way from India. Richa shares her incredible story of immense suffering all while desperate to find answers before finally being diagnosed with celiac disease. Along the way, she was diagnosed with other auto-immune conditions and allergies. After seeing 35 doctors and stru…

1
Understanding Collateralized Loan Obligations with Expert Shiloh Bates 43:43

19d ago43:43

43:43

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…

1
The Celiac Project Podcast - Ep 402: 2 Guys Talking Gluten Free 27:27

17d ago27:27

27:27

Mike and Cam both embarked on recent trips to Michigan at the same time, and they both share some interesting gluten free dining experiences. Cam finds confusion with some store bought cheese with a troubling label. Meanwhile Mike brings the family to visit a couple of college campuses, and is blown away by the gluten free and allergen free offerin…

1
Jan Nieuwenhuijs on China's Gold Strategies: Market Impact, Myths, and Future Prospects 52:31

25d ago52:31

52:31

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…

1
Ophir Gottlieb on Untangling Economic Paradoxes: Wage Inflation, Small Business Challenges, and Bitcoin Diversification 50:00

28d ago50:00

50:00

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…

1
Unlocking Value Investing Strategies with Daniel Mahncke: Behavioral Insights, Small Cap Analysis, and Portfolio Diversification 49:50

29d ago49:50

49:50

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…

1
The Celiac Project Podcast - Ep 401: 2 Guys Talking Gluten Free 30:48

1M ago30:48

30:48

Our 400th episode was loaded with so many surprises and fantastic information, that we kept the celiac awareness party going into June! This week, we throw the curtain back for Episode 401, where Mike and Cam have their pressing questions answered by Dr. Benjamin Lebwohl and Dr. Alessio Fasano! Plus, GI psychologist, Dr. Elyse Bedell, also shares g…

1
Janet Alvarez on Media Bias, Market Trends, and AI Innovations 55:43

1M ago55:43

55:43

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…

1
Morning Few: Michael Gayed on Unmasking Semiconductor Market Myths 9:14

1M ago9:14

9:14

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…

1
Morning Few: Exposing the Illusion of a Bull Market and the Pitfalls of Market Concentration 11:57

1M ago11:57

11:57

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…

1
From Nord Stream to Taiwan: Brandon Weichert on Global Flashpoints 55:24

1M ago55:24

55:24

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…

1
Gretchen Morgenson on Unveiling Private Equity's Hidden Impact: Financial Journalism, Asset Stripping, and the Quest for Transparency 43:17

1M ago43:17

43:17

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…

1
Christopher Aaron on Mastering Precious Metals Markets: From Military Intelligence to Gold and Bitcoin Analysis 34:42

1M ago34:42

34:42

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…

1
Gareth Soloway on Forecasting NVIDIA’s Market Position, Risk Management, and the Future of Investment Strategies 49:49

2M ago49:49

49:49

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. …

1
The Celiac Project Podcast - Ep 400: 2 Guys Talking Gluten Free 34:30

2M ago34:30

34:30

We did it! Show 400! We decided to make it a special Celiac Awareness Party and we have incredible surprise guests checking in! So many guests that 400 is the first of a 2 part show. Mike and Cam also reminisce and have a toast with a twist on an old favorite. Don't miss this special show!By Michael Frolichstein

1
Navigating the Mining Sector's Boom with Insights from Trevor Hall 50:52

2M ago50:52

50:52

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…

1
The Celiac Project Podcast - Ep 399: 2 Guys Talking Gluten Free 31:25

2M ago31:25

31:25

Mike and Cam are so excited to welcome Doctor Alessio Fasano to the podcast. Dr. Fasano has a lot of optimism about the future of celiac treatment and diagnosis. In this special Celiac Awareness Month episode, Dr. Fasano shares his reflections from the past 10 years on celiac disease, and sheds light on what types of treatments to manage the diseas…

1
Professor Glenn Okun on Mastering the Art of Startup Finance Amid Economic Swings 53:15

2M ago53:15

53:15

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 …

1
Matt Dines on Navigating the End of the Bond Bull Market: Fixed Income Realities and the Promise of Bitcoin 50:41

2M ago50:41

50:41

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…

1
Clint Murphy on Mastering Real Estate Investment and Personal Growth: Strategies and Lessons for Success 50:21

2M ago50:21

50:21

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…

1
The Celiac Project Podcast - Ep 398: 2 Guys Talking Gluten Free 30:07

3M ago30:07

30:07

Mike and Cam are kicking off another Celiac Awareness Month with their 9th Annual Celiac State of the Union show. This year they examine a number of areas that they feel are most important to the celiac and gluten free community. They also look at how society has changed since the beginning of the podcast in 2016 to the present, based on their own …

1
Sam Burns on Mastering Asset Allocation Amidst Market Crossroads and Economic Uncertainty 52:04

3M ago52:04

52:04

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…

1
The Quest for Financial Literacy in a Volatile Market Landscape with Caleb Silver 49:28

3M ago49:28

49:28

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'…

1
Navigating the New Era of Retail Investing with Stephen Sikes: Myths, Strategies, and the Rise of the Informed Investor 46:03

3M ago46:03

46:03

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…

1
Alasdair Macleod on Gold's Rising Fortunes and the Looming Dollar Decline 1:01:40

3M ago1:01:40

1:01:40

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 …

1
James Sayffart on Navigating the Evolving Landscape of ETFs and Digital Asset Management 49:15

3M ago49:15

49:15

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…

1
The Celiac Project Podcast - Ep 397: 2 Guys Talking Gluten Free 27:34

3M ago27:34

27:34

Mike and Cam welcome Gluten Free Beer Brian to the show. Brian is an expert at gluten free brewing and beermaking, and the guys sample some of Brian's homemade brews as he gives them an introductory primer, sharing some helpful tips along the way. Pull up a barstool and find out what it takes to brew a top tier gluten free beer! The guys also previ…

1
Michael Howell's Insight into the Commodities Renaissance and Market Forces 57:39

3M ago57:39

57:39

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…

1
Lisa Hough on Embracing Energy Maximalism, Bitcoin Sovereignty, and the Importance of Financial Education 35:49

3M ago35:49

35:49

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…

1
Geopolitical Strategy in an Era of Uncertainty featuring Hal Brands 47:44

3M ago47:44

47:44

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…

1
Jonathan Matthews' Perspective on Inflation Control and Trading Tactics 45:36

4M ago45:36

45:36

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…

1
The Celiac Project Podcast - Ep 396: 2 Guys Talking Gluten Free 27:46

4M ago27:46

27:46

It's time for Spring News and Notes! In this lively episode, Mike and Cam share some entertaining letters. A listener who had a similar hospital experience as Mike, news about a blood pressure medication that causes celiac-type symptoms, and some clarity about "In and Out Burger" gluten free offerings. Plus, they have a comical debate over a curiou…

1
Unraveling the Complexities of Energy Markets with Expert Amena Bakr 41:42

4M ago41:42

41:42

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…

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