x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

34:00

Aleks Svetski on Bitcoin's Transformative Potential,...

Lead-Lag Live ·

2025/01/06

Can Bitcoin reshape the societal structures we know today? Join us as I, Michael Gayed, publisher of The Lead Lag Report, engage in a compelling dialogue with Aleks Svetski, a seasoned Bitcoin enthusiast and entrepreneur, who shares his transformative journey from skepticism to profound understanding of Bitcoin's intricate relationship with global economic systems. Together, we unravel the constant waves of criticism Bitcoin faces, from claims of being a Ponzi scheme to the challenges posed b...

en-us

38:09

Lakshman Achuthan on Economic Cycle Insights, Yield...

Lead-Lag Live ·

2025/01/05

Join us for an insightful conversation with Lakshman Achuthan from the Economic Cycle Research Institute (ECRI), where we promise you'll gain a deeper understanding of the complex world of economic cycles. Lakshman, a veteran in business cycle analysis, shares his expertise on the intricate dance between growth, inflation, and employment, and how these cycles, though interconnected, often march to the beat of their own drums. Our discussion highlights why economies are inherently cyclical, bu...

en-us

44:04

Max Osbon on Tech Investment Resilience, Market...

Lead-Lag Live ·

2025/01/04

Join us as Max Osbon of Osbon Capital Management reveals how tech investments can thrive amid market volatility and unpredictable times. Discover how to anticipate market pullbacks while unlocking the potential of semiconductor giants like Nvidia, which are essential for navigating hype cycles. Max provides expert insights on managing risk assets and grasping stock-specific momentum, crucial for making informed investment decisions in today's shifting market landscape.Our conversation also ta...

en-us

35:24

Amy Nixon on Post-Pandemic Housing Dynamics, Mortgage...

Lead-Lag Live ·

2025/01/03

Discover the unexpected consequences of a post-pandemic housing market with renowned housing analyst Amy Nixon. As mortgage rates rise, the phenomenon of mortgage lock-in is holding homeowners back from selling, creating an intriguing paradox of constrained supply amidst cooled demand. We unravel the unconventional tactics like builders buying down mortgage rates and the rise of cash transactions, while navigating the unique challenges confronting first-time buyers. With a spotlight on region...

en-us

35:19

Charles Rotblutt on Emotional Investment Influences,...

Lead-Lag Live ·

2025/01/02

What if your emotions are driving your investment choices more than actual market changes? In our latest episode, we sit down with Charles Rotblutt, Vice President of the American Association of Individual Investors, to uncover the complex dynamics of market sentiment and its surprising influence on investment decisions. With a focus on the rapid information flow in today's markets, we examine the emotional rollercoaster investors often experience, even when their portfolios remain steady. Ch...

en-us

48:14

Kevin Bambrough on Stress Management Techniques,...

Lead-Lag Live ·

2025/01/01

Kevin Bambrough, a prominent figure in finance and private equity, shares a personal story of transformation, highlighting the intricate ties between stress, success, and health. Kevin recounts his journey from a high-powered career to prioritizing well-being, catalyzed by a dramatic marina incident that forced him to re-evaluate his lifestyle and coping mechanisms. This episode promises insights into managing stress for a balanced life, offering listeners a candid glimpse into the emotional ...

en-us

50:02

Axel Merk on Strategic Gold Investments, Risk...

Lead-Lag Live ·

2024/12/31

Join us for a compelling conversation with Axel Merk from Merk Investments, as we unravel the complexities of risk management and the significant role gold plays in investment strategies. Discover how Axel transitioned from tech investing to managing an impressive $1.6 billion in gold and gold mining investments. This episode promises insights into the critical nuances of hedging, disciplined investment strategies, and the lessons learned from financial upheavals like the 2008 crisis. We'll d...

en-us

40:42

Meb Faber on ETF Fund Strategy Mastery, Tax-Efficient...

Lead-Lag Live ·

2024/12/30

Unlock the secrets to mastering ETF fund strategies and tax-efficient investing as we chat with the insightful Meb Faber of Cambria. Explore the shifting financial landscape with us, from the intricate world of fixed income yield spreads to the burgeoning transition from mutual funds to ETFs. Discover how innovative approaches like open enrollment for new funds and strategic ETF launches, including a unique tax-focused option, can transform your investment game.Learn how you can enhance your ...

en-us

45:14

Seth Cogswell on Fiduciary vs Asset Gathering Roles,...

Lead-Lag Live ·

2024/12/29

Discover the critical differences between fiduciary advisors and asset gatherers and how these roles impact investment management. Join us for an insightful conversation with Seth Cogswell, founder of Running Oak, who shares his unique perspective on financial stewardship, inspired by his father's groundbreaking work in the 1970s. Seth unveils the firm’s rules-based strategy and how it transforms his role from a mere portfolio manager to a dedicated steward of wealth. We'll explore how SMAs d...

en-us

45:09

Robin Wigglesworth on Bond Market Volatility,...

Lead-Lag Live ·

2024/12/28

Discover the intricate world of global financial markets with Robin Wigglesworth, editor of FT Alphaville, as we navigate the fascinating dynamics of the bond market. Robin shares his passion and insights, drawing from his current work on a book chronicling the history of bonds. Through our discussion, you will gain a deeper understanding of the volatility in the U.S. Treasury yields, the implications of these unusual fluctuations, and why U.S. markets often rally while Europe remains underva...

en-us

56:53

Howard Chan on Balancing Income and Growth,...

Lead-Lag Live ·

2024/12/25

Unravel the complexities of balancing income and growth in your investment portfolio with Howard Chan, the visionary founder and CEO of Kurv Investment Management. Discover how recent SEC rule changes have unlocked a world of tax-efficient, institutional-grade strategies for every investor, making sophisticated option-based approaches accessible through ETFs. Howard guides us through Kurv's mission to democratize these advanced strategies, addressing the perennial trade-off between income and...

en-us

42:35

Darius Dale on Revolutionary Macro Risk Approaches,...

Lead-Lag Live ·

2024/12/23

Join us as Darius Dale, the visionary founder of 42 Macro, unveils his innovative approach to navigating the stormy seas of macro risk management. Discover why traditional market strategies are often shackled by outdated methodologies, and learn how 42 Macro is revolutionizing the field by closing the information gap between Wall Street and Main Street. Darius shares his captivating journey, highlighting the unpredictable events and rapid changes that have shaped the markets in recent years, ...

en-us

36:11

Michael Kramer on Navigating Stock Market Paradoxes,...

Lead-Lag Live ·

2024/12/20

Can stock market highs exist alongside falling earnings estimates? Join us as Michael Kramer, founder of Mott Capital, unravels this intricate paradox, offering his seasoned perspective on the unpredictable dance between stock trends and earnings. With a background transitioning from a buy-side trader to managing a long-only thematic growth portfolio, Michael shares insights that transcend typical stock predictions, shedding light on market mechanics, bond yields, and the impact of internatio...

en-us

40:30

Jay McAndrew and Nicole Vance on Municipal Bond...

Lead-Lag Live ·

2024/12/19

Unlock the secrets of successful municipal bond investing with insights from industry experts. Join us as we promise to transform your understanding of the municipal bond market, featuring critical insights from Jay McAndrew, Columbia Threadneedle's ETF maestro, and Nicole Vance, a dedicated client portfolio manager. We tackle the financial intricacies of Chicago, challenging conventional ratings and exploring the impact of fiscal and monetary shifts post-election. Nicole shares her personal ...

en-us

44:05

Michelle Connell on Alternative Investment...

Lead-Lag Live ·

2024/12/18

Explore the fascinating world of investment with us as we journey through shifting market sentiments and opportunities. Our special guest, Michelle Connell, brings a wealth of knowledge from her diverse career, spanning museum management to leading roles in the tech sector and private equity. Discover how Michelle navigates the complexities of alternative investments, focusing on enhancing portfolios for foundations, charities, and high-net-worth individuals. Her unique perspective offers inv...

en-us

26:05

Michael Gayed on 2025 Market Predictions,...

Lead-Lag Live ·

2024/12/17

Could a potential Trump presidency in 2025 redefine the financial landscape? Join us as we engage with the Michael Gayed, Publisher of The Lead-Lag Report, who shares his expert insights on how such political shifts, alongside the compelling rise of cryptocurrencies like Bitcoin, might influence the markets. Michael illuminates the intricate dance between market skepticism, Federal Reserve policies, and gold prices, drawing fascinating comparisons to historical stock market performances...

en-us

14:06

Mike Larson on Market Trend Predictions, Gold...

Lead-Lag Live ·

2024/12/16

Unlock the secrets to smart investing with insights from the illustrious Money Show conference. This episode promises a journey through the event's rich history, from its origins in San Francisco to its expansion across major cities like Orlando, Miami, and Toronto. With captivating contributions from market-savvy speakers like Mike Larson, who boasts a track record of accurately predicting market trends, and gold aficionados Peter Schiff and Brian London, this episode guarantees valuable les...

en-us

48:11

Meet Kevin on Deflationary Trends, Investment...

Lead-Lag Live ·

2024/12/15

Renowned entrepreneur and YouTuber Meet Kevin joins us for a thought-provoking conversation on the evolving economic landscape and investment strategies. Discover how Trump's future policies might unexpectedly benefit from Biden's Inflation Reduction Act, creating a deflationary environment, and hear from Kevin about his transformation from a real estate broker to a YouTube sensation and political contender. Kevin's knack for spotting undervalued assets before they gain momentum is a skill he...

en-us

36:48

Seth Cogswell on Family Legacy Strategies, ETF Launch...

Lead-Lag Live ·

2024/12/14

Unlock the secrets of efficient growth with Seth Cogswell of Running Oak Capital. Our latest episode features Seth's fascinating journey from a math-loving North Carolina native to founding a successful investment firm. Seth shares how his father's investment strategy, focused on maximizing earnings growth while minimizing large drawdowns, continues to shape his unique approach. He gives us an insider's view of the launch of Running Oak's ETF, RUINN, and the principles steering his firm's imp...

en-us

49:12

Fabio Ruggeri on Modern Market Strategies, Options...

Lead-Lag Live ·

2024/12/12

Unlock the secrets to modern market strategies that are reshaping the financial landscape. Join us as we sit down with Fabio Ruggeri, former Bloomberg professional and current AI-driven finance innovator, to uncover the shift from traditional fundamental analysis to technical and alternative data in market strategies. Through Fabio's journey, we explore how major events like the credit crisis and the COVID-19 pandemic have catalyzed the adoption of alternative data sources, such as geolocatio...

en-us

897 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...