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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

    • Apple Podcasts
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    Latest Episodes:
    The New Secular Stock Market Cycle With Luke Gromen Aug 19, 2022
    Show notes

    The Federal debt is about to matter.
    And it's time to move beyond the forest for the trees.
    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


    Volatility And Energy Are One And The Same With Diego Parrilla Aug 18, 2022
    Show notes

    The only thing to fear is fear itself…
    …and the VIX breaking about 40, of course…
    Don't forget to like, share, and subscribe!
    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


    What's Behind The China Stock Crash With Chris Fenton Aug 18, 2022
    Show notes

    Anyone else think the recent devastation in China stocks is in anticipation of China invading Taiwan?
    Don't forget to like, share, and subscribe!
    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 History Of Economic Warfare With Jamie Catherwood Aug 18, 2022
    Show notes

    History doesn’t exactly repeat, but it sure as hell rhymes.
    What does history tell us about markets and war?
    Don't forget to like, share, and subscribe!
    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


    From Debt To Inflation To Reset With Antony Davies Aug 17, 2022
    Show notes

    Total US debt isn’t $30 trillion.
    It’s actually $137 trillion.
    You can buy an entire planet for how much debt the government owes.
    Good luck Powell.
    Don't forget to like, share, and subscribe!
    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 Fed Doesn't Know What's Going On With John Mauldin Aug 17, 2022
    Show notes

    The #Fed is about to raise rates into a #recession.
    What??
    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


    Oil Prices Spike Before Recessions With Jim Bianco Aug 17, 2022
    Show notes

    Meanwhile, nearly every spike in Oil prices precedes a 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


    Oil Is The Reserve Currency Not The Dollar With Anas Alhajji Aug 16, 2022
    Show notes

    Oil bears have it wrong.
    And we're heading for a crisis.
    Don't forget to like, share, and subscribe!
    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


    Why The Fed Can't Save Us With Trish Regan Aug 16, 2022
    Show notes

    Inflation now stands at four decade high of 7.9% —
    And the war has just begun.
    Powell can’t fix this.
    Don't forget to like, share, and subscribe!
    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 (leadla

    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


    Scalping And Active Trading With David Floyd Aug 16, 2022
    Show notes

    We’ve talked macro.
    We’ve talked fundamentals.
    Now we talk about price.
    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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