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

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

FromLead-Lag Live


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

FromLead-Lag Live

ratings:
Length:
51 minutes
Released:
Aug 5, 2023
Format:
Podcast episode

Description

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!ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.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.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
Released:
Aug 5, 2023
Format:
Podcast episode

Titles in the series (100)

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 Twitter 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 he connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagreport on Twitter to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!