Could a potential Trump presidency in 2025 redefine the financial landscape? Join us as we engage with the  Michael Gayed, Publisher of The Lead-Lag Report, who shares his expert insights on how such political shifts, alongside the compelling rise of cryptocurrencies like Bitcoin, might influence the markets. Michael illuminates the intricate dance between market skepticism, Federal Reserve policies, and gold prices, drawing fascinating comparisons to historical stock market performances across various administrations. Dive deep into the complex interplay of liquidity, market momentum, and asset pricing, and discover what these elements mean for investors looking to navigate potential risks and seize opportunities in 2025.As we dissect the current market sentiment, we question whether we're on the brink of speculative mania, fueled by retail investors' frenzy in leveraged single stock funds. Get ready for an eye-opening discussion on the potential impacts of a Bank of Japan rate hike and its ripple effects across global markets. Michael also offers a compelling analysis of the intriguing relationship between Bitcoin and gold, touching on generational differences in asset preferences. Prepare for an insightful exploration of bullish assets, like long-duration treasuries and small caps, and their roles amid deflation scares and yield collapses. With a keen look at mortgage rate trends despite fluctuations in the 10-year yield, this episode promises to challenge your investment paradigms and equip you with fresh strategies for the future.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. Support the show