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

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...

en-us

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...

en-us

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-...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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

en-us

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...

en-us

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...

en-us

43:35

The Diversification Illusion with Brad Barrie and...

Lead-Lag Live ·

2025/08/11

Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen during the tech bubble – historical patterns show future returns likely to be flat over the next five years. Brad Barry and Matt O'Brien from Dynamic Wealth Group challenge the conventional wisdom of diversification, revealing how those pretty colored slices on your pie chart might all move in lockstep when markets face real stress. Remember 2...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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...

en-us

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 ...

en-us

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...

en-us

894 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 -...