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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

50:42

Diversification Trumps Conviction with Alex Shahidi

Lead-Lag Live ·

2025/05/01

Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets. "It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Advisors. After years of low interest rates, stable volatility, and US stock dominance, today's environment features sticky inflation, political uncerta...

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51:48

Tariffs, Tech, and China's AI Awakening with Derek Yan

Lead-Lag Live ·

2025/04/27

Trump's unexpected tariff announcements have sent global markets into a tailspin, yet beneath the chaos lies a fascinating story: Chinese tech stocks have actually outperformed their US counterparts over the past year. Why? The valuation gap is stunning—Chinese tech companies trade at just 14-15x earnings while US tech giants command 25-30x multiples. The emergence of DeepSeek marked a watershed moment for China's technology sector. This breakthrough AI model demonstrated that China isn't me...

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40:12

Volatility as Opportunity with Meb Faber

Lead-Lag Live ·

2025/04/17

Volatility has returned to markets with a vengeance, but is this something to fear or embrace? It depends entirely on your perspective and preparation. When markets plummet, most investors panic. But what if market downturns actually represent opportunity? For younger investors with decades ahead, buying assets at discounted prices might be the best possible scenario. As Meb Faber points out, "You want to dollar cost average when stocks are at a PE of 10, not a PE of 40." The conversation d...

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51:21

The Myth of Market Efficiency with Cullen Roche

Lead-Lag Live ·

2025/04/16

Ever wonder why markets seem to overreact to news we all saw coming? Cullen Roche challenges conventional wisdom about market efficiency with a refreshing perspective: "The price is always wrong." This fundamental insight transforms how we should approach investing during uncertain times. When tariffs send markets plunging, investors face the classic struggle between what they intellectually know they should do versus what feels right in the moment. Roche expertly dissects why traditional ri...

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54:01

Trading Through Market Shifts with David Dziekanski

Lead-Lag Live ·

2025/04/07

The markets have shifted into a new volatility regime, and traders need fresh tools to navigate these choppy waters. In this illuminating conversation, Michael Gayed hosts David Dziekanski (Founder and CEO of Quantify Funds), Mike Venuto (Co-Founder of Tidal ETF Services), and Michael Silva (trader and host of Figuring Out Money) to explore innovative trading strategies for today's challenging market environment. David introduces Quantify's groundbreaking launch of four new "stacked" ETFs th...

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54:24

Maximize Your Income: Covered Call Strategies for...

Lead-Lag Live ·

2025/04/06

In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and growth becomes increasingly challenging. Enter Cullen Capital's Enhanced Equity Income Strategy (DIVP), a thoughtfully constructed approach that's been delivering consistent results for over 14 years. Unlike many covered call strategies that sacrifice upside potential for current income, DIVP takes a more selective approach. By writing options o...

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45:58

Active Management in Volatile Markets with Eric Nyquist

Lead-Lag Live ·

2025/04/02

Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this extreme pessimism is actually a buying signal? Eric Nyquist of Howard Capital makes a compelling case that "bears sound smart, but they're usually wrong," highlighting how contrarian indicators often provide the clearest path forward during market uncertainty. In this fascinating conversation, Eric breaks down Howard Capital's systematic approach to nav...

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49:04

Market Mastery Through Trend Following with Eric Nyquist

Lead-Lag Live ·

2025/03/26

When financial stress tore Eric Nyquist's family apart during the mid-2000s, it sparked his lifelong mission to understand how to both grow and protect wealth. Now leading fund sales and distribution at Howard Capital Management, Eric shares how personal experience shaped his investment philosophy and why protecting capital during market downturns is just as crucial as capturing upside. The cornerstone of Howard Capital's approach is their proprietary HCM Byline – a trend-following indicator...

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52:04

Navigating Volatile Markets Through Income with Jay...

Lead-Lag Live ·

2025/03/20

Amid rising market turbulence, finding stable income sources has become increasingly crucial for investors seeking portfolio resilience. In this compelling discussion, Jay Hatfield draws on his 35 years of Wall Street experience to illuminate the path forward for income-focused investing strategies that can weather economic uncertainty. Hatfield challenges conventional wisdom with his razor-sharp macroeconomic analysis, demonstrating why tariffs are actually deflationary rather than inflatio...

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52:07

Beyond Market Cap: Endowment Investing Strategies...

Lead-Lag Live ·

2025/03/16

The financial world stands at a crossroads where unprecedented US stock market valuations meet revolutionary portfolio strategies and tax solutions. Meb Faber, founder of Cambria Investment Management, cuts through market noise to deliver essential insights for investors navigating today's challenging landscape. With US stocks experiencing one of their four major valuation peaks in history and the S&P 500 delivering a 10-bagger return since 2009, many investors find themselves trapped in...

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45:27

Risk, Reward, and Raising $135 Million: The Public...

Lead-Lag Live ·

2025/03/13

The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind the scenes of the five-year journey that's reimagining what an investment platform can be for today's generation of investors. Abraham reveals how Public differentiated itself from day one by focusing on people who want to take their investing more seriously rather than just speculating. The platform's technological innovation extends far beyond...

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44:10

Phoenix Rising: From Rock Bottom to Financial Freedom...

Lead-Lag Live ·

2025/03/11

The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal landscape first. "When I changed me, the environment changed," Coach JV explains, sharing how he went from selling everything he owned to feed his add...

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46:35

Navigating Market Volatility: A Conversation with...

Lead-Lag Live ·

2025/03/10

Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than representing true inflation. The current market volatility, Hatfield explains, largely reflects normal seasonal patterns during non-earnings perio...

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56:01

Golden Opportunities: Unlocking Potential in Gold...

Lead-Lag Live ·

2025/03/07

As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the reasons behind the renewed interest in gold mining stocks, contrasting the performance of larger companies versus promising junior miners. We take yo...

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43:00

Brian Drubetsky: Unlocking Small Cap Potential

Lead-Lag Live ·

2025/03/06

Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetary policy. From analyzing the essential characteristics that can help small-cap stocks thrive, to recognizing the undervalued opportunities in sect...

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45:01

Investing Like a Yale Endowment: Secrets Revealed...

Lead-Lag Live ·

2025/03/03

Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing institutions. With unique insights from experts, we dissect why Yale's model has consistently outperformed traditional portfolio allocations and what lessons everyday investors can apply to their financial strategies. In this episode, we take you through an analysis of Yale's innovative investment strategies, including their remarkable asset allocation,...

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51:25

Income from Options: Understanding Covered Call...

Lead-Lag Live ·

2025/02/28

Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks. Throughout the episode, we unpack the mechanics of writing covered calls and explore the volatility premium's significance in this context. Howard sheds light on when this strategy is best employed and the underlyi...

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56:23

Diversified Returns: The Case for Risk Parity with...

Lead-Lag Live ·

2025/02/27

Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of diversification, revealing the limitations of the conventional 60/40 model that many investors continue to favor. With insights backed by hi...

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54:59

Will Rhind on High Income Pass-Through Securities,...

Lead-Lag Live ·

2025/02/20

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securities not only offer the potential for higher income levels than traditional fixed-income sources but also come with significant tax advantages. Joi...

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58:39

Jake Hanley and Sal Gilberti on Commodity Trading...

Lead-Lag Live ·

2025/02/16

Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the looming possibility of Donald Trump's re-election in 2024, they offer an analysis of potential tariff strategies and their impact on U.S. trade relati...

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864 results

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