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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

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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45:27

Risk, Reward, and Raising $135 Million: The Public...

Lead-Lag Live ·

2025/03/13

The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind the scenes of the five-year journey that's reimagining what an investment platform can be for today's generation of investors. Abraham reveals how Public differentiated itself from day one by focusing on people who want to take their investing more seriously rather than just speculating. The platform's technological innovation extends far beyond...

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44:10

Phoenix Rising: From Rock Bottom to Financial Freedom...

Lead-Lag Live ·

2025/03/11

The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal landscape first. "When I changed me, the environment changed," Coach JV explains, sharing how he went from selling everything he owned to feed his add...

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46:35

Navigating Market Volatility: A Conversation with...

Lead-Lag Live ·

2025/03/10

Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than representing true inflation. The current market volatility, Hatfield explains, largely reflects normal seasonal patterns during non-earnings perio...

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56:01

Golden Opportunities: Unlocking Potential in Gold...

Lead-Lag Live ·

2025/03/07

As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the reasons behind the renewed interest in gold mining stocks, contrasting the performance of larger companies versus promising junior miners. We take yo...

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43:00

Brian Drubetsky: Unlocking Small Cap Potential

Lead-Lag Live ·

2025/03/06

Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetary policy. From analyzing the essential characteristics that can help small-cap stocks thrive, to recognizing the undervalued opportunities in sect...

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45:01

Investing Like a Yale Endowment: Secrets Revealed...

Lead-Lag Live ·

2025/03/03

Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing institutions. With unique insights from experts, we dissect why Yale's model has consistently outperformed traditional portfolio allocations and what lessons everyday investors can apply to their financial strategies. In this episode, we take you through an analysis of Yale's innovative investment strategies, including their remarkable asset allocation,...

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51:25

Income from Options: Understanding Covered Call...

Lead-Lag Live ·

2025/02/28

Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks. Throughout the episode, we unpack the mechanics of writing covered calls and explore the volatility premium's significance in this context. Howard sheds light on when this strategy is best employed and the underlyi...

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56:23

Diversified Returns: The Case for Risk Parity with...

Lead-Lag Live ·

2025/02/27

Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor. With insights backed by hi...

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54:59

Will Rhind on High Income Pass-Through Securities,...

Lead-Lag Live ·

2025/02/20

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Joi...

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58:39

Jake Hanley and Sal Gilberti on Commodity Trading...

Lead-Lag Live ·

2025/02/16

Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the looming possibility of Donald Trump's re-election in 2024, they offer an analysis of potential tariff strategies and their impact on U.S. trade relati...

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48:44

Jay Hatfield on Small-Cap Stocks, Tariff Impacts, and...

Lead-Lag Live ·

2025/02/14

Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlighting the stark differences between hedge fund analytical frameworks and traditional investment analysis, all while emphasizing the critical import...

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10:26

Michael Gayed on Gold's Resilience, Japan's Interest...

Lead-Lag Live ·

2025/02/11

Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade winds blowing between the US, China, Canada, and Mexico, scrutinizing how tariffs and erratic policies from the Trump era might reshape businesses a...

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37:00

Seth Cogswell on Diversification Myths, Active ETF...

Lead-Lag Live ·

2025/02/09

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach th...

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41:18

Sal Gilberti on Agricultural Market Dynamics,...

Lead-Lag Live ·

2025/02/07

Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical nature of grain production, offering a promising perspective on corn prices that could reshape your investment strategy. Peek into the world of a...

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42:00

Craig Shapiro on Fed Policy Impacts, AI’s Financial...

Lead-Lag Live ·

2025/02/05

Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts on bond markets and business confidence. With inflationary pressures mounting, Craig offers his insightful take on the potential consequences and f...

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47:40

Dynamic Portfolio Strategies for a Shifting Financial...

Lead-Lag Live ·

2025/02/04

Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification, discuss "line item risk," and emphasize why preparation should be prioritized over prediction in the ever-volatile market landscape. Our convers...

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49:07

Chris Getter of Simplify, and Anupam Ghose on India's...

Lead-Lag Live ·

2025/02/02

What if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of India's entrepreneurial and economic landscape, highlighting insights from Chris Getter of Simplify, and Anupam Ghose from System 2 Advisors. With first-hand accounts of navigating the complexities of India's evolving market, this episode offers a front-row seat to understanding India's mercantilist roots, its challenges during the 1980s, and the r...

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897 results

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