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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

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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46:42

The Rise of Intangible Value Investing with Kai Wu

Lead-Lag Live ·

2025/06/07

Warren Buffett himself called our economy "asset light" – and for good reason. Today's most valuable companies derive their worth not from factories or equipment, but from intellectual property, brand equity, human capital, and network effects. Yet traditional value investing metrics, developed in the industrial era of railroads and utilities, completely miss these crucial drivers of modern business value. Kai Wu, founder and CIO of Sparkline Capital, takes us on a fascinating journey throug...

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38:21

Global Markets Beyond America

Lead-Lag Live ·

2025/06/06

The global investment landscape is shifting beneath our feet, yet most investors remain fixated on US markets. Rohit Goel, Partner and Head of Global Macro at Breakout Capital, reveals why this myopia could prove costly in the years ahead. Rohit drives home an alarming point: US fiscal deficits running at 6.5-7% of GDP during economic expansion represent an understated risk that markets have largely ignored. "If it is any other country on this planet, you would see a reaction, whether in bon...

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45:12

Trading Psychology Unveiled

Lead-Lag Live ·

2025/06/01

Remember when trading meant calling your broker and waiting an hour just to find out if your order was filled? That world is gone. JJ Kinahan, CEO of IG North America (parent company of Tasty Trade), shares how the playing field has fundamentally changed for retail traders. With 21 years of experience trading on the Chicago Board Options Exchange and leadership roles at major brokerages, JJ offers rare insight into this transformation. Today's retail traders wield professional-grade tools, ...

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42:30

Finding the Hidden Gems in Mid-Cap Markets

Lead-Lag Live ·

2025/05/31

Ever wonder why everyone seems to chase the same handful of mega-cap tech stocks? Seth Cogswell of Running Oak challenges this herd mentality with a refreshingly contrarian perspective: the real opportunity lies in investing where others aren't. This candid conversation explores how market complacency has driven investors to overlook compelling opportunities hiding in plain sight. Seth makes a powerful case for mid-cap stocks, which have actually outperformed large-caps by 60 basis points an...

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45:29

The Hidden Bus: Preparing for Market Uncertainty

Lead-Lag Live ·

2025/05/29

Ever notice how the biggest market disruptions are rarely the ones everyone sees coming? Brad Barrie challenges conventional wisdom about diversification with his compelling "bus you don't see" analogy, explaining why most investors remain vulnerable despite thinking they're adequately protected. "Diversification is not more stuff," Brad emphasizes, dismantling the common misconception that simply owning numerous investments creates safety. His multidimensional asset allocation approach tran...

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48:43

Unlocking China's Potential Through Covered Calls

Lead-Lag Live ·

2025/05/26

Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly, pushing savvy investors toward innovative solutions that combine income potential with strategic diversification. In this enlightening conversation with Jonathan Shelon, Chief Operating Officer at KraneShares, we dive deep into the explosive growth of covered call strategies and why international markets offer a particularly compelling opportunity. She...

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53:24

Navigating Rising Yields

Lead-Lag Live ·

2025/05/25

The financial world stands at a critical juncture as Treasury yields approach 18-year highs and markets wrestle with conflicting economic signals. In this riveting conversation between macro strategists Jim Bianco and Jay Hatfield, hosted by Michael Gayed, we explore the counterintuitive relationship between Fed policy and market reactions that has left many investors scratching their heads. When the Fed cut rates last September, yields went up. This paradox forms the backdrop for a fascinat...

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29:21

Inside AI: The Future of Technology Investments

Lead-Lag Live ·

2025/05/23

Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success. Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary buckets: moat-type businesses with sustainable competitive advantages, secular growth themes identified early, and value opportunities where marke...

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38:48

Money & Markets: Navigating Stagflation

Lead-Lag Live ·

2025/05/22

The specter of stagflation—sluggish economic growth combined with persistent inflation—looms large in today's uncertain economic landscape. While Federal Reserve Chair Powell once claimed to see "no stag and no flation," current indicators suggest otherwise. Economic growth appears to be slowing after an extended expansion, while inflation remains stubbornly above target levels. Adding to these concerns, potential tariffs could exacerbate stagflationary pressures by simultaneously hampering g...

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894 results

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