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PODCAST

Lead-Lag Live

Michael A. Gayed, CFA

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

business investing

All Episodes

15:22

Market Mayhem: Is the Worst Behind Us?

Lead-Lag Live ·

2025/05/20

Market veterans know that bull runs and corrections rarely travel in straight lines, and in this riveting conversation with Michael Gayed, we explore the subtle signals suggesting our recent market recovery might be more fragile than it appears. Michael, who accurately predicted the S&P's 20% drop earlier this year, walks us through the conflicting indicators currently puzzling even seasoned analysts. What particularly stands out is the disconnect between rapidly recovered credit spreads...

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48:40

Investment Strategies for Uncertain Times

Lead-Lag Live ·

2025/05/18

The financial landscape has dramatically shifted, leaving income-focused investors struggling to find reliable yield. Traditional bonds no longer serve as the dependable ballast they once were, forcing advisors and retirees to explore alternative paths to consistent income. Howard Chan, formerly of PIMCO and Goldman Sachs, shares how his firm Kurv Investments is addressing this challenge through volatility harvesting strategies that transform growth-oriented technology stocks into income-gen...

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37:51

Gold: The Only True Wealth Preserver

Lead-Lag Live ·

2025/05/17

What if everything you've been told about money and wealth preservation is fundamentally flawed? In this eye-opening conversation with Lynette Zhang, a financial expert with over 50 years of market experience, we explore why physical gold remains the ultimate safe haven during times of monetary uncertainty. "If you don't hold it, you don't own it," Zhang states emphatically, challenging conventional financial wisdom. Drawing on her background as a banker and stockbroker who has studied curre...

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53:51

Fixed Income in Uncertain Times

Lead-Lag Live ·

2025/05/16

With ChatDOC, instantly analyze professional documents using AI — featuring word-level citations, chart/formula breakdowns, cross-file query, and full support for PDFs/epub/scanned files.Free version handles 10 documents (up to 3000 pages) and cross-searches 30 files.Click the link below to unlock +10 document slots : https://chatdoc.com?src=leadlaglive Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/le...

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29:24

Pipeline Powerhouses: Mastering MLP Investments

Lead-Lag Live ·

2025/05/13

Dive into the often misunderstood world of Master Limited Partnerships (MLPs) with Jay Hatfield of Infrastructure Capital as he clarifies exactly what makes these unique investment vehicles tick. Far from simply being "pipeline stocks," MLPs represent a sophisticated investment opportunity combining advantageous tax structures with stable cash flows and attractive yields. Jay breaks down the fundamental economics driving pipeline companies, explaining why they remain remarkably resilient eve...

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56:15

Tariffs, Trade Wars, and China's Economic Evolution...

Lead-Lag Live ·

2025/05/11

Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a mere 2.3% of China's GDP. This revealing statistic underscores China's remarkable transformation from an export-driven economy to one powered by domestic consumption and services. Henry Greene, Investment Strategist at KraneShares, breaks down this economic evolution with remarkable clarity. China's exports to America have plummeted from over 25% of ...

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46:34

Money Talks: Breaking the Taboo of Wealth with George...

Lead-Lag Live ·

2025/05/07

Financial literacy forms the bedrock of generational wealth preservation, yet remains strikingly absent from our educational system. This knowledge gap creates the perfect storm for the "shirt sleeves to shirt sleeves in three generations" phenomenon that plagues family fortunes—wealth created in one generation, enjoyed in the second, and squandered by the third. George Stefanu, with over 15 years of financial advising experience, tackles this pressing issue head-on. Drawing from his book "T...

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46:47

Market Signals and Bear Market Warning Signs with...

Lead-Lag Live ·

2025/05/04

The market is sending clear warning signals that shouldn't be ignored. Technical analysis expert Vincent Randazzo reveals how deteriorating market breadth—a critical measure of market health—suggests we've entered a bear market that could persist longer than most anticipate. Drawing on over two decades of experience in technical analysis, Randazzo explains that market breadth essentially represents liquidity: how much money is flowing into how many different companies. A healthy market shows...

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51:27

Rethinking Investment Strategy in an Era of Change...

Lead-Lag Live ·

2025/05/02

The investment landscape is changing dramatically, and Seth Cogswell of Running Oak believes most investors aren't prepared. "People have gotten away with investing without thinking for the last decade," he observes, pointing to fundamental shifts that could upend conventional portfolio strategies. At the heart of this change lies the potential reversal of globalization—a multi-decade trend that has kept corporate profit margins artificially inflated and supported unprecedented valuations in...

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46:48

Market Volatility Decoded with Jay Hatfield

Lead-Lag Live ·

2025/05/01

When market volatility erupts, understanding the mechanics behind price movements becomes crucial. In this illuminating conversation with Jay Hatfield of Infrastructure Capital, we dive deep into the surprising dynamics of the recent market sell-off and subsequent recovery following Trump's tariff announcements. The discussion begins with what Hatfield calls "the small cap tariff problem" – the counterintuitive underperformance of small cap stocks despite their lower exposure to internationa...

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50:42

Diversification Trumps Conviction with Alex Shahidi

Lead-Lag Live ·

2025/05/01

Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets. "It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncerta...

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51:48

Tariffs, Tech, and China's AI Awakening with Derek Yan

Lead-Lag Live ·

2025/04/27

Trump's unexpected tariff announcements have sent global markets into a tailspin, yet beneath the chaos lies a fascinating story: Chinese tech stocks have actually outperformed their US counterparts over the past year. Why? The valuation gap is stunning—Chinese tech companies trade at just 14-15x earnings while US tech giants command 25-30x multiples. The emergence of DeepSeek marked a watershed moment for China's technology sector. This breakthrough AI model demonstrated that China isn't me...

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40:12

Volatility as Opportunity with Meb Faber

Lead-Lag Live ·

2025/04/17

Volatility has returned to markets with a vengeance, but is this something to fear or embrace? It depends entirely on your perspective and preparation. When markets plummet, most investors panic. But what if market downturns actually represent opportunity? For younger investors with decades ahead, buying assets at discounted prices might be the best possible scenario. As Meb Faber points out, "You want to dollar cost average when stocks are at a PE of 10, not a PE of 40." The conversation d...

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51:21

The Myth of Market Efficiency with Cullen Roche

Lead-Lag Live ·

2025/04/16

Ever wonder why markets seem to overreact to news we all saw coming? Cullen Roche challenges conventional wisdom about market efficiency with a refreshing perspective: "The price is always wrong." This fundamental insight transforms how we should approach investing during uncertain times. When tariffs send markets plunging, investors face the classic struggle between what they intellectually know they should do versus what feels right in the moment. Roche expertly dissects why traditional ri...

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54:01

Trading Through Market Shifts with David Dziekanski

Lead-Lag Live ·

2025/04/07

The markets have shifted into a new volatility regime, and traders need fresh tools to navigate these choppy waters. In this illuminating conversation, Michael Gayed hosts David Dziekanski (Founder and CEO of Quantify Funds), Mike Venuto (Co-Founder of Tidal ETF Services), and Michael Silva (trader and host of Figuring Out Money) to explore innovative trading strategies for today's challenging market environment. David introduces Quantify's groundbreaking launch of four new "stacked" ETFs th...

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54:24

Maximize Your Income: Covered Call Strategies for...

Lead-Lag Live ·

2025/04/06

In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and growth becomes increasingly challenging. Enter Cullen Capital's Enhanced Equity Income Strategy (DIVP), a thoughtfully constructed approach that's been delivering consistent results for over 14 years. Unlike many covered call strategies that sacrifice upside potential for current income, DIVP takes a more selective approach. By writing options o...

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45:58

Active Management in Volatile Markets with Eric Nyquist

Lead-Lag Live ·

2025/04/02

Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this extreme pessimism is actually a buying signal? Eric Nyquist of Howard Capital makes a compelling case that "bears sound smart, but they're usually wrong," highlighting how contrarian indicators often provide the clearest path forward during market uncertainty. In this fascinating conversation, Eric breaks down Howard Capital's systematic approach to nav...

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49:04

Market Mastery Through Trend Following with Eric Nyquist

Lead-Lag Live ·

2025/03/26

When financial stress tore Eric Nyquist's family apart during the mid-2000s, it sparked his lifelong mission to understand how to both grow and protect wealth. Now leading fund sales and distribution at Howard Capital Management, Eric shares how personal experience shaped his investment philosophy and why protecting capital during market downturns is just as crucial as capturing upside. The cornerstone of Howard Capital's approach is their proprietary HCM Byline – a trend-following indicator...

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52:04

Navigating Volatile Markets Through Income with Jay...

Lead-Lag Live ·

2025/03/20

Amid rising market turbulence, finding stable income sources has become increasingly crucial for investors seeking portfolio resilience. In this compelling discussion, Jay Hatfield draws on his 35 years of Wall Street experience to illuminate the path forward for income-focused investing strategies that can weather economic uncertainty. Hatfield challenges conventional wisdom with his razor-sharp macroeconomic analysis, demonstrating why tariffs are actually deflationary rather than inflatio...

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52:07

Beyond Market Cap: Endowment Investing Strategies...

Lead-Lag Live ·

2025/03/16

The financial world stands at a crossroads where unprecedented US stock market valuations meet revolutionary portfolio strategies and tax solutions. Meb Faber, founder of Cambria Investment Management, cuts through market noise to deliver essential insights for investors navigating today's challenging landscape. With US stocks experiencing one of their four major valuation peaks in history and the S&P 500 delivering a 10-bagger return since 2009, many investors find themselves trapped in...

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894 results

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