Unlock the secrets to investment success with Jonathan Wellum, a titan in the realm of value investing, who grew a mutual fund company to an impressive $15 billion in assets. In our latest episode, you're invited to sit at the roundtable with Michael Michael Gayed and Jonathan as we dissect the disciplined evaluation of companies, emphasizing the significance of free cash flow and present value analysis. Find out why adjusting your investment models to fit seductively low interest rates can be a perilous game, and learn how Jonathan keeps a realistic view on investment risks.The financial tides are turning, and with Jonathan's seasoned perspective, we navigate the complex relationship between rising interest rates, global debt, and their effects on the corporate world. Discover why gold and Bitcoin might be the life rafts you need for hedging against counterparty risks, and get Jonathan's exclusive take on the safety net of royalty companies in the gold sector. Through our conversation, arm yourself with the strategies to maintain profitability in your investments despite economic stagnation plaguing countries like Canada and Europe.Finally, we tackle the thorny thicket of Environmental, Social, and Governance issues in investing. Feel the pulse of the investment community's recent pushback against ESG strategies and understand how ideological extremism may be distorting the energy markets. We also shine a light on the importance of cash reserves in uncertain economic times and share insights into crafting a portfolio that not only withstands volatility but also sets you up for long-term wealth creation. Join us for an episode that promises not only to enrich your understanding of value investing but also to equip you with the knowledge to thrive in a fluctuating economy.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. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. 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