Porter Collins on Political Impact Strategies, Market Volatility Insights, and Asymmetric Investment Opportunities

Lead-Lag Live - A podcast by Michael A. Gayed, CFA

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Discover the strategies that keep investors ahead of the curve in a volatile political landscape with our special guest, Porter Collins, known for his pivotal role in "The Big Short." Join us as Porter and I, Michael Gayed, dissect the unpredictable impacts of political outcomes on investments, from Trump-era policies to the influence of high-profile figures like Elon Musk. We tackle the art of maintaining objectivity in a politically charged environment, examining specific trades such as GEO...