About this 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 episodes · business
Lead-Lag Live
About this 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…
Recent episodes
- 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 Jul · 1 h 00 min
- The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick19 Jul · 45 min
- Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live14 Jul · 24 min
- Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live13 Jul · 22 min
- Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 20266 Jul · 25 min
- Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live4 Jul · 25 min
- Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle3 Jul · 28 min
- Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom21 Jun · 36 min
- Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies21 Jun · 30 min
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