We're in beta. Stay tuned for updates.x
Loading...
PODCAST

Lead-Lag Live

Michael A. Gayed, CFA
Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing.Hosted by Michael A. Gayed, CFA — publisher of The Lead-Lag Report and a widely followed voice on macro strategy — each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets.Every week, we go deep on the
business investing

All Episodes

58:35
Shiller CAPE at 2000 Bubble Levels — Households 30%...
Lead-Lag Live ·
2026/04/05
en-us
54:13
Oil Hits $140, Fed Is Trapped — Infrastructure...
Lead-Lag Live ·
2026/04/05
en-us
40:59
Physical AI Is a $40 Trillion Market — S&P Top 10...
Lead-Lag Live ·
2026/04/05
en-us
60:29
The Old Rules of Portfolio Construction Are Dead —...
Lead-Lag Live ·
2026/04/05
en-us
51:40
Consistently Not Stupid: The Investing Mistakes That...
Lead-Lag Live ·
2026/04/01
en-us
32:41
Anthropic IPO, Claude & the AI Unemployment Wave...
Lead-Lag Live ·
2026/04/01
en-us
33:30
The Great AI Unwind — Which Companies Survive the...
Lead-Lag Live ·
2026/04/01
en-us
20:42
China Internet Stocks Down 10% — Buying Opportunity...
Lead-Lag Live ·
2026/03/31
en-us
20:25
Anthropic & SpaceX In ONE ETF — How Retail Investors...
Lead-Lag Live ·
2026/03/31
en-us
22:52
Oil Hits $100 — Which Asian Economies Survive the...
Lead-Lag Live ·
2026/03/31
en-us
26:16
Humanoid Robots Will Replace Millions of Workers —...
Lead-Lag Live ·
2026/03/31
en-us
51:57
Consistently Not Stupid: Why Boring Compounders Win...
Lead-Lag Live ·
2026/03/31
en-us
27:37
The 60/40 Portfolio Is Dead: Risk Parity in a World...
Lead-Lag Live ·
2026/03/30
en-us
10:42
He Beat Stage 3 Cancer — Then Fought in the Ring |...
Lead-Lag Live ·
2026/03/29
en-us
34:00
The Great Unwind: Capital Cycles, Concentration Risk,...
Lead-Lag Live ·
2026/03/28
en-us
48:03
The Hidden Asset Class Beating Stocks? Carbon Credits...
Lead-Lag Live ·
2026/03/23
en-us
10:41
We Interviewed a $13,500 Humanoid Robot About Its Own...
Lead-Lag Live ·
2026/03/17
en-us
8:07
Oil Could Hit 150 - John Love on the Strait of Hormuz...
Lead-Lag Live ·
2026/03/14
en-us
8:07
Oil Could Hit $150: John Love on the Strait of Hormuz...
Lead-Lag Live ·
2026/03/14
en-us
18:18
Europe’s Rebirth: Herve Van Caloen on Germany’s...
Lead-Lag Live ·
2026/03/10
en-us
936 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 -...