Skip to content
TrackPodcasts

Lead-Lag Live

Michael A. Gayed, CFA

EN-US973 episodes
businessinvestingeducation

Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in rea...

Notable Guests

Episodes (973)

Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

Lead-Lag Live

Aug 28, 202641:43pending

Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator...

Lead-Lag Live

Aug 2, 202644:24pending

Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu &...

Lead-Lag Live

Jul 20, 202659:47pending

The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider...

Lead-Lag Live

Jul 19, 202645:19pending

Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Liv...

Lead-Lag Live

Jul 14, 202623:53pending

Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live

Lead-Lag Live

Jul 13, 202622:10pending

Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026

Lead-Lag Live

Jul 6, 202625:13pending

Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead...

Lead-Lag Live

Jul 4, 202625:12pending

Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the...

Lead-Lag Live

Jul 3, 202627:44pending

Phil Wool, Rayliant — Active EM Investing & Factor Strategies

Lead-Lag Live

Jun 21, 202643:38pending

Lead-Lag Live: Ross Atefi, Yatra Wealth Design

Lead-Lag Live

Jun 21, 202619:55pending

Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategie...

Lead-Lag Live

Jun 21, 202630:24pending

Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies

Lead-Lag Live

Jun 21, 202628:16pending

Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom

Lead-Lag Live

Jun 21, 202636:02pending

Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investm...

Lead-Lag Live

Jun 15, 202641:32pending

China's Contrarian Trade Is Finally Working — Here's Why | KWEB

Lead-Lag Live

May 27, 202625:15pending

Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC

Lead-Lag Live

May 27, 202610:52pending

The Oil Math Wall Street Refuses to Run | Joe Dube, USCF

Lead-Lag Live

May 27, 202611:04pending

Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed

Lead-Lag Live

May 27, 20268:53pending

Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play

Lead-Lag Live

May 27, 202626:33pending

Venezuela's Hidden Crisis Is a Warning for U.S. Investors

Lead-Lag Live

May 27, 202633:30pending

Chinese Internet Is the Cheapest It's Been in a Decade | KWEB

Lead-Lag Live

May 27, 202620:35pending

How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield

Lead-Lag Live

May 24, 202630:23pending

KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run

Lead-Lag Live

May 24, 202629:06pending

AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu

Lead-Lag Live

May 24, 202635:20pending

The AI Adoption Phase Just Started — And Nobody Is Positioned

Lead-Lag Live

May 3, 202633:39pending

Stagflation Is Back: How Risk Parity Actually Works in 2026

Lead-Lag Live

May 3, 202627:21pending

Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN

Lead-Lag Live

May 3, 202649:54pending

The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead...

Lead-Lag Live

May 1, 202634:01pending

Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Fu...

Lead-Lag Live

May 1, 202645:54pending

The Rise of the Machines: Humanoids, AI, and the New Global Arms Race | The Rise...

Lead-Lag Live

May 1, 202632:57pending

The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire | The 60/40 Portfoli...

Lead-Lag Live

May 1, 202627:37pending

Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-...

Lead-Lag Live

May 1, 202643:38pending

Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consiste...

Lead-Lag Live

May 1, 202651:58pending

Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk P...

Lead-Lag Live

May 1, 202628:16pending

This ETF Lets You Buy SpaceX and Anthropic Right Now

Lead-Lag Live

Apr 13, 202620:08pending

Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks

Lead-Lag Live

Apr 5, 202658:35pending

Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated

Lead-Lag Live

Apr 5, 202640:59pending

Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally

Lead-Lag Live

Apr 5, 202654:13pending

The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026

Lead-Lag Live

Apr 5, 20261:00:29pending

Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Set...

Lead-Lag Live

Apr 1, 202651:40pending

Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek...

Lead-Lag Live

Apr 1, 202632:41pending

The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi

Lead-Lag Live

Apr 1, 202627:08pending

The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu

Lead-Lag Live

Apr 1, 202633:30pending

China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Gre...

Lead-Lag Live

Mar 31, 202620:42pending

Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Y...

Lead-Lag Live

Mar 31, 202620:25pending

Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern

Lead-Lag Live

Mar 31, 202622:52pending

Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan

Lead-Lag Live

Mar 31, 202626:16pending

Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns

Lead-Lag Live

Mar 31, 202651:57pending

The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire

Lead-Lag Live

Mar 30, 202627:37pending
...