
Über diesen Podcast
Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing. Hosted by Michael A. Gayed, CFA — publisher of The Lead-Lag Report and a widely followed voice on macro strategy — each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets. Every week, we go…
973 Folgen · business
Lead-Lag Live
Über diesen Podcast
Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing. Hosted by Michael A. Gayed, CFA — publisher of The Lead-Lag Report and a widely followed voice on macro strategy — each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets. Every week, we go…
Neue Folgen
- Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management2. Aug. · 44 Min.
- Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang20. Juli · 1 Std. 00 Min.
- The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick19. Juli · 45 Min.
- Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live14. Juli · 24 Min.
- Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live13. Juli · 22 Min.
- Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 20266. Juli · 25 Min.
- Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live4. Juli · 25 Min.
- Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle3. Juli · 28 Min.
- Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom21. Juni · 36 Min.
- Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies21. Juni · 30 Min.