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    Business

    The Pain Trade Podcast

    The Pain Trade Podcast — what it costs, and what it pays.

    In markets, the pain trade is the position that hurts to hold, and pays because it hurts. Every field has one: the last rep, the lean years, the comeback nobody expected.

    Weekly in-studio conversations with people who overcame what should have broken them — in business, in markets, in health, in life.

    Hosted by Michael A. Gayed, CFA — active portfolio manager, five-time Dow Award winner, founder of Lead-Lag Media, and publisher of The Lead-Lag Report.

    Health, fitness, finance, entrepreneurship, and the struggle that connects them. New episodes weekly.

    Advertise

    Copyright: © 2023 Lead-Lag Publishing, LLC

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    Latest Episodes:
    The China Shock Is Coming With Michael Pettis Sep 29, 2022
    Show notes

    Just when you thought the relief rally could be trusted, a new threat emerges.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Global Social Unrest Has Just Begun With Chris Martenson Sep 28, 2022
    Show notes

    Believe it or not, the Fed may not be telling us the truth about tightening.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Logan Mohtashami - The Housing Recession Gets Worse Sep 28, 2022
    Show notes

    Economic recession = housing recession.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Behavioral Investing 2.0 With Brian Portnoy Sep 28, 2022
    Show notes

    It’s time to talk about psychology.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Cutting Taxes Could Stop Inflation With Frances Coppola Sep 27, 2022
    Show notes

    A crazy world sometimes requires crazy ideas.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Value Investing Comes to Bitcoin With Mike Alfred Sep 27, 2022
    Show notes

    Sometimes it's good to buy things that are actually down.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    The Most Obvious Recession In History With Guy Adami Sep 27, 2022
    Show notes

    Are investors actually just long-term traders?
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    A Housing Crisis Has Begun With Bill McBride Sep 27, 2022
    Show notes

    Just how far will real estate fall?
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Bear Markets Are The Best With Rob Isbitts Sep 26, 2022
    Show notes

    What does experience teach us about volatile markets?
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


    Venture Capital In A Bear Market With Tomasz Tunguz Sep 26, 2022
    Show notes

    It's time to talk about venture capital in a bear market.
    Check The Lead-Lag Report on your favorite social networks.
    Twitter: https://twitter.com/leadlagreport
    YouTube: https://www.youtube.com/c/theleadlagreport
    Facebook: https://www.facebook.com/leadlagreport
    Instagram: https://instagram.com/leadlagreport
    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.

    See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)

    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.


    Support the show


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