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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

44:24

Craig Brockie on Gut Health Challenges, Naturopathic...

Lead-Lag Live ·

2025/02/01

After years of struggling with chronic health issues, Craig Brockie found himself questioning the effectiveness of traditional Western medicine, particularly after experiencing the disruptive effects of antibiotics like tetracycline on his microbiome. Craig joins us to share his personal journey from battling acne and anxiety to embracing naturopathic medicine and other holistic practices. Together, we explore the limitations of Western medical paradigms focused on medication and surgery, and...

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47:22

Howard Chan on Advanced ETF Insights, Technology...

Lead-Lag Live ·

2025/01/31

Ready to uncover the secrets of advanced investment strategies in today's evolving market landscape? We're thrilled to have Howard Chan, the founder and CEO of Kurv Investment Management, join us. With a background in electrical engineering and critical roles at Goldman Sachs and PIMCO, Howard shares his unique insights into asset allocation and fixed income management. Discover how regulatory changes have paved the way for more innovative and tax-efficient ETF strategies, making them accessi...

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39:53

Mike Larson on Offensive Investment Styles, Global...

Lead-Lag Live ·

2025/01/29

Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality treasuries. We delve into the vibrant Money Show events in Las Vegas, a hotbed of dynamic investment insights, featuring luminaries like Ralph Acampora...

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36:12

Michael Gayed on Reverse Carry Trade Dynamics, AI’s...

Lead-Lag Live ·

2025/01/28

Prepare to challenge everything you thought you knew about the macroeconomic landscape as we welcome Michael Gayed, the insightful founder of the Lead Lag Report, to dissect the future of global markets with a particular glance at 2025. With a bold statement about the reverse carry trade, especially through the lens of Japan's unique financial environment, Michael draws connections between low interest rates, currency strength, and international borrowing dynamics. Listen as he unravels the p...

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41:13

Michael Gayed on Market Manipulation Myths,...

Lead-Lag Live ·

2025/01/26

What if everything you thought you knew about the financial markets was wrong? Join us as we welcome back seasoned market analyst Michael Gayed to dissect the pervasive notion of market manipulation. Together, we unravel the intricate roles that liquidity and algorithms play in shaping the financial landscape. As we navigate through the current state of limbo, Michael provides a thought-provoking analysis on how potential political shifts, specifically a Trump presidency, might reshape the re...

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36:09

Walter Deemer on Small Cap Potential, Historical...

Lead-Lag Live ·

2025/01/24

Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles or something entirely new. Key insights are shared on sector weight differences and the potential impact of speculative behavior among younger tra...

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48:15

Nomi Prins on Central Bank Dynamics, Gold Reserves...

Lead-Lag Live ·

2025/01/23

Ever wondered how the intricate dance between central banks shapes the global economy? Join me in a fascinating conversation with Nomi Prins, a former Wall Street senior manager and acclaimed author, as we unravel the complex dynamics at play. Together, we explore whether the actions of these financial powerhouses teeter on the edge of coordination or collusion, and what their increasing gold reserves mean for the global monetary landscape. Gain fresh insights into the strategic maneuvers of ...

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52:34

Jeff Cullen and Cathy Howse on Dividend Strategies,...

Lead-Lag Live ·

2025/01/21

Unlock the secrets to strategic investing as Jeff Cullen and Cathy Howse from Schafer Cullen captivate us with their insights on the evolving world of dividend yield and its cyclical allure. Imagine institutional investors turning their gaze from high-flying large-cap momentum stocks to the steady allure of dividend-heavy plays. Jeff shares his excitement about Schaefer Cullen's venture into the burgeoning ETF market, while Cathy reflects on the firm's remarkable growth, all while upholding i...

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44:07

Jay Hatfield on Deregulation Effects, Strategic Bond...

Lead-Lag Live ·

2025/01/20

Join us for an enlightening conversation with Jay Hatfield, a Wall Street veteran, where he dissects the intricate world of financial markets with a focus on deregulation and its potential ripple effects on inflation. We'll guide you through the complexities of the fixed income market and the unique benefits of active management. Jay provides invaluable insights into how biases in rating agencies might actually offer hidden investment opportunities, especially in niche sectors like pipelines ...

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43:01

Jeff Sarti on Rethinking Diversification, Private...

Lead-Lag Live ·

2025/01/19

What if everything you thought you knew about diversification was wrong? Join us for a compelling conversation with Michael Gayed, Publisher of The Lead-Lag Report, and Jeff Sarti from Morton Wealth as we challenge the status quo on what it means to truly diversify an investment portfolio. In a world of unpredictable markets, we discuss the vital importance of holding assets that may not always be in vogue but can safeguard against economic downturns. From the shifting reliability of bonds to...

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46:38

Timothy Sykes on Mastering Penny Stocks, Navigating...

Lead-Lag Live ·

2025/01/17

Renowned trader and educator Timothy Sykes joins us to unravel the fascinating story of his pivot from a promising tennis career to mastering the stock market with his bar mitzvah money. Imagine an injury altering your life's path so dramatically that it leads you to become a millionaire trader. Timothy's journey offers a tapestry of invaluable lessons—from his initial trading days to managing larger accounts and eventually dedicating himself to teaching others. Explore how his background in ...

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43:36

Vance Barse on Narcissism in Professional Careers,...

Lead-Lag Live ·

2025/01/16

Uncover the surprising links between narcissism and career paths in finance, medicine, and law with renowned personality dynamics expert, Vance Barse. This episode promises an enlightening exploration into the multifaceted nature of clinical narcissism, dissecting its overt and covert forms. We go beyond surface-level traits, examining how these behaviors play out in professional environments and personal lives. Listen as we break down the phases of love bombing, idealization, devaluation, an...

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42:49

Euan Sinclair on Simplifying Options Trading, Zero...

Lead-Lag Live ·

2025/01/15

What if options trading isn't as complex as it's made out to be? Join us as we welcome Euan Sinclair, a distinguished expert in the field, who challenges the common perception of options as intricate financial instruments. Discover how the landscape has transformed in the wake of the COVID-19 pandemic, driven by a surge of retail traders who have redefined the market dynamics. Euan shares his insights into the inherent simplicity of options that facilitate effective modeling, and we explore t...

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48:43

Paisley Nardini on Alternative Investments, Managed...

Lead-Lag Live ·

2025/01/14

Ever felt overwhelmed by the sheer number of investment options, much like trying to choose from dozens of toothpaste brands? Join us for a fascinating discussion with Paisley Nardini, a seasoned CFA charterholder, as she pulls back the curtain on the world of alternative investments. Discover how Paisley's extensive experience at Simplify Asset Management, Invesco, and PIMCO equips her with unique insights into navigating market volatility and enhancing portfolio management. This episode pro...

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43:58

Vuk Vukovic on Elite Network Dynamics, Innovative...

Lead-Lag Live ·

2025/01/13

What if political connections, not just systemic issues, are the real drivers of income inequality? Join us for a compelling conversation with political economist Vuk Vukovic, who challenges conventional wisdom with his insights into the intricate web of elite networks. With his expertise and his book "Elite Networks," Vuk unpacks how these connections significantly amplify the wealth gap, often leaving the middle and lower classes behind. He shares compelling evidence from the US and UK, spa...

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45:01

Hal Lambert on Politically Driven Investment...

Lead-Lag Live ·

2025/01/12

Join us as we sit down with Hal Lambert of Point Bridge Capital, where he unveils the politically conscious investment strategies that are shaking up the financial world. Can political beliefs truly influence your investment portfolio? Hal makes a compelling case with his America First ETF (MAGA), which taps into companies backing conservative agendas. We sift through the impact of deregulation on sectors like industrials, financials, and oil and gas, painting a picture of how these areas cou...

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39:11

Julian Brigden on "Trump 2.0" Market Impacts,...

Lead-Lag Live ·

2025/01/11

What if a political resurgence could reshape financial landscapes? Join me, Michael Gayed, alongside the seasoned financial strategist Julian Brigden, as we dissect the hypothetical "Trump 2.0" scenario. We tackle its potential ripple effects across growth, equities, fixed income, and the dollar, with a special spotlight on the evolving role of cryptocurrency. Julian, a veteran from Lehman Brothers, HSBC, and the mastermind behind MI2 Partners, brings unique insights into how retail investors...

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45:14

Phillip Wool on Machine Learning in Investing, US...

Lead-Lag Live ·

2025/01/10

Unlock the secrets of strategic investing with Phil Wool from Reliant Global Advisors as he shares how machine learning is revolutionizing portfolio management by focusing on individual company analysis over macroeconomic speculation. Gain insights into the current dynamics of US equities as they navigate through expectations of a soft landing and the Federal Reserve's cautious stance. Explore the complexities of how policy volatility and tariff changes can shape market sentiment and investme...

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43:38

Kyle Kazan on Cannabis Industry Evolution, Strategic...

Lead-Lag Live ·

2025/01/08

From the football field to the boardroom, discover how Kyle Kazan's journey from college athlete to real estate mogul reshaped his vision for the cannabis industry. Listen to Kyle as he reveals how he navigated the worlds of law enforcement, special education, and real estate investing before becoming a pivotal player in cannabis. His insights offer a masterclass in resilience and strategic acumen, shedding light on his success despite the daunting challenges of federal illegality and complex...

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41:23

Meb Faber on Cutting-Edge ETF Innovations,...

Lead-Lag Live ·

2025/01/07

Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view of their impressive suite of 16 ETFs, and shares candid insights into the strategic decision to close their ...

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897 results

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