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Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data.
With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and portfolio allocation as volatility looms into the fall.
In this episode:
– How Powell’s “data dependent” tone shapes the Fed’s path
– Why CPI vs PPI is creating mixed signals for inflation
– The growth vs value dilemma in equity positioning
– Credit and consumer data showing cracks beneath the surface
– Why bonds offer a rare generational opportunity today
Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.
#LeadLagLive #Fed #Inflation #Rates #Markets #Bonds
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs
Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V
Chapters
1. Market Reading Fed's Next Move (00:00:00)
2. Inflation Signals and Rate Sensitive Sectors (00:03:02)
3. Equity Positioning Strategies (00:04:55)
4. Financial Sector Pressures (00:07:32)
5. Bond Strategy and Curve Dynamics (00:09:17)
6. Positioning Through Year-End Volatility (00:11:43)
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