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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

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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44:15

Why Platinum Could Be Your Portfolio’s Hidden Gem:...

Lead-Lag Live ·

2025/08/11

Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals experts as they break down: • The unique supply-demand dynamics making platinum increasingly valuable • How platinum compares to gold and silver in a diversified investment portfolio • Industrial applications driving long-term platinum demand • Strategic approaches to platinum investment: ETFs, physical holdings, and mining stocks • Risk managem...

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12:27

Avoiding the Tax Man: Bruce Lavine on how to...

Lead-Lag Live ·

2025/08/08

In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify out of concentrated stock positions without triggering massive tax bills. We dig into the upcoming launch of the LCOR ETF, built around the innovative 351 exchange structure, and how it can help investors turn overexposed gains into a diversified, actively managed portfolio. In this episode: Why...

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29:21

The ETF That Owns X.AI and Anthropic — Inside the AI...

Lead-Lag Live ·

2025/08/07

KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares. This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), including OpenAI rivals that may never hit public markets. We dive into: - Why KraneShares is betting on AGI as the next major tech supercycle - Wha...

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26:27

Preservation Over Prediction: How Richard McWhorter...

Lead-Lag Live ·

2025/08/07

In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full of noise. In this episode: - Why today’s stock multiples don’t add up - The long-term impact of U.S. tariffs and trade deals - How SRM hel...

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50:20

The Truth Behind Investment Gurus and Fast Money

Lead-Lag Live ·

2025/08/06

Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing truth from financial noise in this compelling conversation about wealth creation, market efficiency, and reclaiming the American Dream. Mattson cuts through the clutter of internet investment gurus with refreshing candor: "What investing takes—and getting in shape takes—is work. A crap ton of hard, serious work." In an age where financial advi...

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27:52

Beyond the Bull: Navigating the 351 Exchange...

Lead-Lag Live ·

2025/07/31

Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering taxable events – essentially functioning as a "1031 exchange for stocks." Matt Faber breaks down how this century-old tax code provision is finally...

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38:09

Wall Street's Blind Spot: Why Most Analysts Miss the...

Lead-Lag Live ·

2025/07/31

The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numbers reveals a fundamentally different picture than what dominates headlines. Examining Congressional Budget Office projections shows they completely omit approximately $300 billion in annual tariff revenue. When properly accounted for, next year's projected deficit falls to roughly $1.4 trillion ...

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41:33

Markets Gone Wild with Seth Cogswell

Lead-Lag Live ·

2025/07/30

Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect throu...

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48:39

Income Strategies for Uncertain Markets with Jay...

Lead-Lag Live ·

2025/07/27

Whether you're heading out for a weekend getaway or embarking on a global adventure, LEVEL8's sleek, durable luggage is designed to keep up.Visit www.level8cases.com and use code LEVEL8LAG10 to get 10% off your next purchase. Discount Code: LEVEL8LAG10– Offers 10% off on all products– No expiry, unlimited usage– Not stackable with other discounts Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. ...

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50:55

Beyond Traditional Diversification with Brad Barrie

Lead-Lag Live ·

2025/07/26

What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with a deliciously simple analogy: building an investment portfolio is like baking the perfect cookie. Most investors focus on finding either the best ingredients (top-rated investments) or creating the perfect recipe (advanced allocation models), but rarely excel at both. The result? Portfolios that ...

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39:55

The Brand Advantage with Kai Wu

Lead-Lag Live ·

2025/07/25

Whether you're heading out for a weekend getaway or embarking on a global adventure, LEVEL8's sleek, durable luggage is designed to keep up.Visit www.level8cases.com and use code LEVEL8LAG10 to get 10% off your next purchase. Discount Code: LEVEL8LAG10– Offers 10% off on all products– No expiry, unlimited usage– Not stackable with other discounts Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. ...

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42:41

Predicting the Unpredictable with Alex Shahidi

Lead-Lag Live ·

2025/07/12

The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—even professionals—to achieve prediction accuracy barely above 50%. This sobering reality forms the foundation of a fascinating conversation about why predicting markets is so difficult and how diversification offers protection against our behavioral biases. When we zoom in too closely on market movements, every fluctuation appears significant, tr...

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43:59

Beyond Stocks: The $12 Billion Alternative Investment...

Lead-Lag Live ·

2025/07/07

Alternative investments are no longer just for institutional players and ultra-wealthy individuals. As Henry Yoshida reveals in this eye-opening conversation, everyday investors are increasingly allocating portions of their retirement accounts toward private investments outside the traditional stock and bond markets. Yoshida, a 23-year CFP veteran who built and sold both a financial advisory firm and a robo-advisor before founding Rocket Dollar, has created a platform that now manages $12 bi...

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40:33

The Case for International Alpha with Phil Wool

Lead-Lag Live ·

2025/07/06

The global investment landscape is shifting as international markets gain momentum despite lingering trade tensions. After years of US stock dominance creating stretched valuations, investors are increasingly looking abroad for more reasonably priced opportunities with similar growth potential. Phil Wool, Chief Research Officer at Rayliant, makes a compelling case for emerging markets as fertile ground for active management strategies. Markets like Taiwan, South Korea, and China feature 80-9...

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44:23

Beyond the Hype: Navigating Market Uncertainty with...

Lead-Lag Live ·

2025/07/06

The market climbs relentlessly higher while uncertainty looms on every horizon. Is this sustainable? Seth Cogswell of Running Oak draws compelling parallels between today's investment landscape and the bubble of 2000, where a handful of companies drove index returns while numerous others languished in the shadows. We're living through what historians might call a "Fourth Turning" – a once-in-80-years societal transformation that coincides with major shifts in government, economy, and technol...

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45:33

Diversification: The Free Lunch Nobody's Taking with...

Lead-Lag Live ·

2025/07/05

Riddler Road Rally is not your average adventure. It’s a live, citywide scavenger hunt on wheels, that will be the most fun you have this summer!Riddler Road Rally is hitting eleven cities across Utah and Idaho. Each rally brings new clues and its own vibe, with pre-rally parties, swag giveaways, and surprise diversions. Whether you rep your hometown or hit every stop on the Wasatch Tour to climb the 2025 leaderboard, the choice is yours.You and your team will race across t Sign up to T...

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46:11

Beyond the S&P 500 with Paul Baiocchi

Lead-Lag Live ·

2025/06/26

What happens when the investment playbook that worked for the past decade suddenly stops working? In this eye-opening discussion with Paul Baiocchi, Chief ETF Strategist at SS&C Alps Advisors, we explore the compelling case for looking beyond the S&P 500 and its dominant mega-cap tech stocks. The conversation centers on one of the most overlooked megatrends reshaping our economy: electrification. As Paul explains, this isn't just about utilities—it's a convergence of AI data centers,...

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48:14

Carbon Markets as Alternative Investments with Luke...

Lead-Lag Live ·

2025/06/14

The quest for true portfolio diversification often feels impossible in today's market environment. When volatility strikes, traditional "alternatives" tend to move in lockstep with equities, undermining their diversification benefits. But what if there existed an asset class with genuine structural independence from equity markets? Enter the carbon credit market – perhaps the ultimate alternative investment. With a remarkably low 0.3 correlation to US equities, carbon markets offer double th...

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43:09

Breaking the 60/40 Myth with Philip Toews

Lead-Lag Live ·

2025/06/08

Phillip Toews, founder of Toews Asset Management, delivers a master class in portfolio construction that challenges everything you thought you knew about investing. Drawing from historical market catastrophes often ignored by conventional wisdom, Toews reveals how a traditional 60/40 portfolio would have been devastated during the Great Depression – losing up to 72% of its value and remaining down over 60% after thirteen years. This eye-opening conversation explores the concept of "adaptive ...

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863 results

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