Lead-Lag Live
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
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Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator...
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Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu &...
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The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider...
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Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Liv...
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Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live
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Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026
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Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead...
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Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the...
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Phil Wool, Rayliant — Active EM Investing & Factor Strategies
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Lead-Lag Live: Ross Atefi, Yatra Wealth Design
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Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategie...
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Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies
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Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom
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Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investm...
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China's Contrarian Trade Is Finally Working — Here's Why | KWEB
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Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC
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The Oil Math Wall Street Refuses to Run | Joe Dube, USCF
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Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed
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Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play
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Venezuela's Hidden Crisis Is a Warning for U.S. Investors
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Chinese Internet Is the Cheapest It's Been in a Decade | KWEB
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How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield
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KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run
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AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu
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The AI Adoption Phase Just Started — And Nobody Is Positioned
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Stagflation Is Back: How Risk Parity Actually Works in 2026
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Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN
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The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead...
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Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Fu...
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The Rise of the Machines: Humanoids, AI, and the New Global Arms Race | The Rise...
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The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire | The 60/40 Portfoli...
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Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-...
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Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consiste...
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Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk P...
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This ETF Lets You Buy SpaceX and Anthropic Right Now
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Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
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Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
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Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
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The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
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Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Set...
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Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek...
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The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi
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The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
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China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Gre...
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Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Y...
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Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern
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Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan
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Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns
Lead-Lag Live
The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire
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