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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)

He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian

Lead-Lag Live

Mar 29, 202610:42pending

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

Lead-Lag Live

Mar 28, 202634:00pending

The Hidden Asset Class Beating Stocks? Carbon Credits Explained

Lead-Lag Live

Mar 23, 202648:03pending

We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube,...

Lead-Lag Live

Mar 17, 202610:41pending

Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis

Lead-Lag Live

Mar 14, 20268:07pending

Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy...

Lead-Lag Live

Mar 14, 20268:07pending

Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift

Lead-Lag Live

Mar 10, 202618:18pending

Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech &...

Lead-Lag Live

Mar 3, 202625:00pending

Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical...

Lead-Lag Live

Mar 3, 202617:35pending

Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the E...

Lead-Lag Live

Mar 3, 202624:00pending

The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concen...

Lead-Lag Live

Mar 3, 202618:04pending

The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentratio...

Lead-Lag Live

Feb 24, 202622:47pending

Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI...

Lead-Lag Live

Feb 23, 202619:21pending

Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI...

Lead-Lag Live

Feb 17, 202620:28pending

Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Convicti...

Lead-Lag Live

Feb 17, 202634:44pending

Markets, Rates & ETF Innovation | A Conversation with GraniteShares

Lead-Lag Live

Feb 17, 202635:15pending

3 Rate Cuts, Small Caps Surge & 9% Income? | Jay Hatfield's 2025 Market Outlook

Lead-Lag Live

Feb 17, 202634:29pending

Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs,...

Lead-Lag Live

Feb 11, 202619:18pending

Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Underv...

Lead-Lag Live

Feb 11, 202615:22pending

Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New R...

Lead-Lag Live

Feb 11, 202618:20pending

Diversification Is Misunderstood: Alex Shahidi on Inflation Risk, Portfolio Bala...

Lead-Lag Live

Feb 5, 202611:59pending

Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is...

Lead-Lag Live

Feb 5, 202632:15pending

Why Power Is the Real Bottleneck in AI, Drones & Telecom | KULR CEO

Lead-Lag Live

Jan 21, 202614:10pending

Inside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better

Lead-Lag Live

Jan 21, 202619:53pending

Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, a...

Lead-Lag Live

Jan 21, 202614:27pending

Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mista...

Lead-Lag Live

Jan 21, 202614:32pending

The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is...

Lead-Lag Live

Jan 16, 202617:06pending

How Geopolitics and National Security Are Changing Tech Investing

Lead-Lag Live

Jan 13, 202619:43pending

Research & Selectivity: Davis Advisors Market Outlook & Active ETFs

Lead-Lag Live

Jan 12, 202647:46pending

Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns

Lead-Lag Live

Jan 12, 202636:20pending

Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Ph...

Lead-Lag Live

Dec 24, 202517:10pending

After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Le...

Lead-Lag Live

Dec 24, 202515:04pending

Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts,...

Lead-Lag Live

Dec 23, 202512:53pending

The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio

Lead-Lag Live

Dec 18, 202520:52pending

The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Cha...

Lead-Lag Live

Dec 16, 202516:24pending

The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and...

Lead-Lag Live

Dec 15, 202517:56pending

Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs

Lead-Lag Live

Dec 11, 202511:31pending

The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape

Lead-Lag Live

Dec 9, 20259:03pending

Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commo...

Lead-Lag Live

Dec 8, 20259:19pending

Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New In...

Lead-Lag Live

Dec 4, 202534:25pending

The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies...

Lead-Lag Live

Dec 4, 20252:01pending

Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”

Lead-Lag Live

Dec 3, 202523:58pending

Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Bu...

Lead-Lag Live

Dec 3, 202520:41pending

Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the...

Lead-Lag Live

Dec 3, 202512:54pending

Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bu...

Lead-Lag Live

Dec 3, 202515:27pending

Unlimited Portable Energy with COR #WorksportLtd

Lead-Lag Live

Nov 26, 20251:53pending

Humanoid Robots Are Coming: Investing in the KOID Opportunity

Lead-Lag Live

Nov 25, 202536:24pending

China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneSha...

Lead-Lag Live

Nov 25, 202533:54pending

The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building...

Lead-Lag Live

Nov 24, 202516:41pending

Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Lead...

Lead-Lag Live

Nov 20, 202512:42pending
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