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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

41:30

Hal Lambert on Politically Driven Investing,...

Lead-Lag Live ·

2024/10/21

Discover the untapped potential of politically responsible investing with Hal Lambert of Point Bridge Capital in this thought-provoking episode. We unravel the mysteries behind market cap-weighted indices and explore how equally weighted strategies might better illuminate true security selection. Hal shares insights into the political currents shaping corporate America, especially how companies align with left-leaning pressures, and introduces us to his politically-focused ETF that has been t...

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45:34

Danielle DiMartino Booth on Post-Pandemic Economic...

Lead-Lag Live ·

2024/10/19

Economic landscapes can be complex, especially in a post-pandemic world. Join us for an engaging discussion with Danielle DiMartino Booth, a former Federal Reserve insider, as she shares her insights on the evolving economic trends and the limitations of traditional inflation metrics. Discover how Jerome Powell's leadership and interest rate strategy draw parallels to the iconic Paul Volcker, and unravel the mystery behind rising 10-year rates amid the Fed's rate cuts. We also take a closer l...

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47:35

Jay Van Bavel on Social Media Tribalism, AI...

Lead-Lag Live ·

2024/10/17

Explore the transformative power of social media with Jay Van Bavel, a leading voice in psychology and neuroscience at NYU. Is the digital age reshaping how we connect—or divide? Join us as we dissect the moral and psychological landscapes carved out by platforms that amplify the loudest voices and often leave the silent majority unheard. From examining confirmation bias to the frenzy of algorithm-driven content, we shine a light on how our online habits mold polarized perceptions on urgent i...

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42:37

Neely Tamminga on Youth Employment Trends, Social...

Lead-Lag Live ·

2024/10/16

Ever wondered how a former Wall Street professional views the financial resilience of today's youth? Join us as we unpack the intriguing insights of Neely Tamminga, who now enlightens young minds as a college professor and consultant. From using preschool blocks to decode labor statistics, to understanding the financial hurdles faced by young adults, this episode promises a fresh perspective on economic challenges.Explore the transformative effects of social media and remote schooling on work...

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43:54

Marc Cohodes on Market Corruption, Tech-Driven...

Lead-Lag Live ·

2024/10/15

Market corruption is on the rise, and regulatory systems are struggling to keep up. Financial markets are becoming increasingly polarized, and the landscape is more complex than ever. Marc Cohodes, a seasoned investor and former hedge fund manager, shares his insights and firsthand experiences from a career that spans over four decades. Mark pulls back the curtain on the darker side of financial markets, exposing the fraud and corruption that have emerged alongside rapid technological advance...

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42:28

David Lin on Gold's Inflation Myth, Chinese Market...

Lead-Lag Live ·

2024/10/14

Challenge your understanding of traditional finance with our latest episode featuring David Lin, a prominent YouTuber and former financial journalist. Discover why the conventional wisdom of gold as an inflation hedge might not hold up and how Federal Reserve policies and China's evolving economic stance are reshaping global market landscapes. David shares his intriguing journey from news anchoring to captivating audiences online, underscoring the importance of consistent content in today's f...

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40:00

David Nicoski on Sector Rotation, Bond Timing, and...

Lead-Lag Live ·

2024/10/13

Explore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the technology sector. From utilities to real estate, discover the intricate dance of markets shifting focus, and the pivotal role of strategic sector ...

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49:36

Chris Vermeulen on Market Timing, ETF Strategies, and...

Lead-Lag Live ·

2024/10/13

Unlock the secrets of navigating market ups and downs with insights from seasoned trader Chris Vermeulen and Lead-Lag Report publisher Michael Gayed. Chris recounts his journey from trading during the tech bubble to mastering a refined strategy anchored in technical analysis and ETFs. We promise that you'll gain the knowledge to ride upward trends even in bearish conditions, focusing on the critical importance of market direction over emotional decision-making. Learn how to optimize returns b...

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43:45

Sal Gilbertie on Grain Investment Strategies, Market...

Lead-Lag Live ·

2024/10/11

Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal Gilbertie from Teucrium, an innovator in ag-based ETFs, shares his journey from trading energies at Cargill and highlights the underutilized poten...

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48:59

Navigating Financial Turbulence and Embracing New...

Lead-Lag Live ·

2024/10/10

What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbulent 2000s. Together, we explore the evolution of financial advising, transitioning from commission-driven stockbroking to a more client-focused adv...

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38:02

Ron Butler on Canadian Housing Stability, Lending...

Lead-Lag Live ·

2024/10/09

What if Canada never faced a housing bust because of unique factors at play? Join me, Michael Gayed, and our guest, Ron Butler, a seasoned mortgage expert with three decades of experience, as we tackle the intricate labyrinth of the Canadian housing market. You'll uncover the reasons behind Canada's resilience to a housing crisis, even when other countries were not so lucky. From low interest rates to foreign investments and a noteworthy influx of legal immigration, we unpack the elements tha...

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53:49

Weston Nakamura on Japanese Political Shifts, Yen...

Lead-Lag Live ·

2024/10/04

Unlock the secrets behind Japan's unexpected political shifts and their seismic impact on financial markets. Discover how Takaichi, a staunch right-wing conservative, has shaken up the political scene by opposing rate hikes and backing a weaker yen, leading to a surprising surge in the Nikkei index. Join Weston Nakamura, with his extensive institutional finance background, as he dissects these developments and offers insights into how political currents are swaying market movements, inviting ...

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47:27

Justin Huhn on Nuclear Energy Advocacy, US Reactor...

Lead-Lag Live ·

2024/10/03

Discover the transformative potential of nuclear energy in the United States as we welcome Justin Huhn, a technical momentum trader turned passionate nuclear advocate, to our show. Prepare to have your misconceptions about nuclear power shattered as Justin unveils why it stands as the safest and most efficient form of electricity. From the Trump administration's Nuclear Fuels Working Group to Biden's robust backing, this episode promises insight into how nuclear energy has garnered bipartisan...

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43:13

Chris Porter on Housing Market Dynamics, Immigration...

Lead-Lag Live ·

2024/10/02

Unlock the secrets behind the housing market's current state and its affordability crisis in our latest episode. Join us as we sit down with Chris Porter from John Burns Research and Consulting to dissect why, despite falling mortgage rates, places like Orange County, California, are still seeing price hikes that make housing 30% overpriced on a national scale. Through Porter's expert insights, we explore how demographics, including age, location preferences, and immigration trends, are shapi...

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44:12

Alejandro Yela on Microcap Stocks, High-Risk...

Lead-Lag Live ·

2024/09/30

Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand experiences in Japan, Hong Kong, Vietnam, and Europe, he details the unique opportunities and challenges that lie in microcap stocks, which range f...

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43:27

Mark Newton on US Energy Policies, Fed Rate Cuts, and...

Lead-Lag Live ·

2024/09/28

Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply increases and highlight favorable conditions for gold and silver amid potential Federal Reserve rate cuts. We also discuss the enduring relevance of ...

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47:01

Harley Bassman on Bond Market Dynamics, Derivative...

Lead-Lag Live ·

2024/09/27

Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify Asset Management, provides a unique lens through which we explore the future of interest rates and market stability.We then shift our focus to the i...

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42:07

Rick Rule on Price Controls, Gold Investment...

Lead-Lag Live ·

2024/09/25

Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his career journey, introduces Battle Bank, and provides a thorough analysis of the Federal Reserve's recent rate cut and its potential to weaken fiat cu...

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33:14

Matthew Chang on Robotics Revolution, AI Integration,...

Lead-Lag Live ·

2024/09/22

Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technology that are revolutionizing industries, making automation not just feasible but also people-friendly. Discover how businesses are navigating the in...

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41:01

Hal Lambert on Political Influence in Investments,...

Lead-Lag Live ·

2024/09/21

Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll explore how you can align your portfolio with your ideological beliefs by investing in a politically-driven ETF designed to support conservative va...

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897 results

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