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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

17:01

Beyond 60/40: Alex Shahidi on Diversification,...

Lead-Lag Live ·

2025/10/07

In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to explore why traditional portfolio construction is failing investors. From lost decades in the S&P 500 to the dangers of overconcentration, Alex lays out why diversification is more than a buzzword—and how risk parity creates a framework that can withstand both growth and inflation shocks. In this episode: – Why owning the S&P 500 alone exposes invest...

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49:22

Why Gold’s Quiet All‑Time High Matters (and How BAR...

Lead-Lag Live ·

2025/10/07

A record high without the roar—gold has climbed to new territory while the crowd looks elsewhere. We sit down with GraniteShares founder and CEO Will Rind to unpack why this is the most interesting precious metals cycle in years: a quiet surge powered by falling real yields, relentless debt growth, and a decade‑long shift by central banks toward gold as the de facto alternative to the dollar. Will brings rare perspective from building gold ETFs in the UK, stewarding GLD, and launching BAR, a ...

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45:51

Building All-Weather Income with Pass-Throughs and HIPS

Lead-Lag Live ·

2025/10/07

Rate cuts change the math on income, but your cash flow doesn’t have to shrink. We invited Will Rind of GraniteShares to unpack a practical way to keep payouts steady as short-term yields slide: a diversified basket of pass-through securities inside the HIPS ETF that aims for an all-weather stream of monthly income. We dig into how REITs, MLPs, BDCs, and fixed income–oriented closed-end funds each respond to different growth and inflation regimes, and why blending them can smooth the ride whe...

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20:28

Boom or Bust: Kai Wu on AI CapEx, Concentration Risk,...

Lead-Lag Live ·

2025/10/01

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets. From Nvidia’s record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today’s AI boom echoes past capital cycles—and why investors may be missing the real risk. In this episode: – Why mega-cap tech is shifting from asset-light to asset-heavy – The historic link between rapid asset growth and underpe...

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25:18

Fed vs Reality: Jay Hatfield on Outdated Data, Rate...

Lead-Lag Live ·

2025/09/26

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle. From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and where the next opportunities lie as markets adjust. In this episode: – Why the Fed’s reliance on lagging shelter data distorts inflation – How the mon...

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26:29

Collar Strategies: Protecting Downside While Keeping...

Lead-Lag Live ·

2025/09/19

Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down: How collars act as a dynamic “insurance policy” for your portfolio Why risk management matters more than stock picking Real trade examples with Apple & Nvidia How to think about diversification beyond “more tickers” Perfect for investors who want smarter strategies, real-world adjustments, and consisten...

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53:07

Access the AI Revolution — How AGIX Gives Investors...

Lead-Lag Live ·

2025/09/18

Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines public equities with late-stage private companies, the proprietary AI scoring system that drives stock selection, and why model companies are the e...

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15:02

The Forgotten Hedge: Brandon Thor on Gold,...

Lead-Lag Live ·

2025/09/18

In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios. As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversight in wealth protection today. In this episode: – Why Wall Street’s revenue model discourages gold ownership – How Thor Metals Group is breaking...

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41:35

Data vs Reality: Jay Hatfield on Jobs Revisions, Fed...

Lead-Lag Live ·

2025/09/04

During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now. From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can navigate a slowing economy without overreacting. In this webinar: – Why BLS jobs data is unreliable in a real-time economy – How bond markets are ...

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14:44

Rates vs Reality: David Busch on Fed Signals,...

Lead-Lag Live ·

2025/09/04

In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data. With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and portfolio allocation as volatility looms into the fall. In this episode: – How Powell’s “data dependent” tone shapes the Fed’s path – Why CPI vs PPI i...

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16:31

Narratives vs Numbers: Brendan Ahern on EM Growth,...

Lead-Lag Live ·

2025/09/03

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets. From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places. In this episode: – Why headline EM returns can mask strong tech-led performance – How stripping out banks/energy/SOEs changes the EM p...

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10:33

Weekly Payouts from Volatility? Will Rhind on...

Lead-Lag Live ·

2025/08/27

In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a strategy designed to generate high weekly distributions by selling options on volatile assets like Tesla, Bitcoin, and Coinbase. We break down how these funds work, the real risks behind the high yields, and why demand for weekly-paying income ETFs is surging in today’s market. In this episode: - How Yield Boost ETFs generate double, and triple-...

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25:53

Fantasy vs Fundamentals: Seth Cogswell on Bubbles,...

Lead-Lag Live ·

2025/08/26

In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market momentum. From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the next correction may be bigger than it looks. In this episode: – Why today’s market strength is more fantasy than fact – The hidden risks built i...

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68:00

Wall Street Meets Humanitarianism: RSU Founder Iryna...

Lead-Lag Live ·

2025/08/23

Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring inspiring stories from Adam Kishleski, a retired Marine and CEO of MLB Outdoors, and Irina Vashchuk, founder of Revived Soldiers Ukraine, this video highlights the incredible resilience of Ukrainian soldiers and the crucial role of U.S. veterans and charities in providing medical aid, rehabilitation, and hope. Discover how individuals and organizations a...

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29:29

Inside ETF Strategy: Paul Baiocchi on Market Shifts...

Lead-Lag Live ·

2025/08/21

In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today’s ETF landscape. We dig into how ALPS differentiates itself in a crowded market, the role of innovation in fund design, and where investors should be looking for opportunities as flows shift and volatility stays elevated. In this episode: - What sets SS&C ALPS Advisors apart in ETF strategy - How investors are positionin...

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24:27

Balanced or Broken? Jay Hatfield on Rates, Inflation,...

Lead-Lag Live ·

2025/08/19

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt. We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whether equities can hold up in a higher-for-longer environment. In this episode: - Why inflation remains a “tough nut to crack” - The risk of debt s...

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38:11

Value Beyond Growth with Kevin Orr

Lead-Lag Live ·

2025/08/17

Energy Rocks: the trending Focus Candy now on sale! or Power up now with Energy Rocks Adult Focus Candy. energyrocks.store/LEAD25OFF. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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18:08

Rethinking Diversification: Alex Shahidi on Risk...

Lead-Lag Live ·

2025/08/13

Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren’t nearly as diversified as investors think — and how risk parity aims to fix that. We dig into why the traditional 60/40 portfolio fails, how to truly diversify against growth and inflation shocks, and why today’s market risks make balance more important than ever. In...

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20:45

Breaking the 60/40 Rule: Matthew Tuttle on HEAT, AI,...

Lead-Lag Live ·

2025/08/12

In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today’s market realities. We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are missing — from old economy AI plays to the future of space. In this episode: - Why bonds aren’t a reliable hedge anymore - How the HEAT formula works...

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40:13

Global Market Valuations: Finding Alpha Beyond US...

Lead-Lag Live ·

2025/08/11

Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations. The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE ratio of 38 times earnings—three standard deviations above historical averages. While this doesn't predict an imminent crash, it strongly suggests...

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863 results

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