Lead-Lag Live
A podcast by Michael A. Gayed, CFA
872 Episodes
-  The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a BoomPublished: 28/10/2025
-  Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks NextPublished: 28/10/2025
-  Webinar: Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market CapPublished: 22/10/2025
-  Income Without Limits: Jonathan Shelon on CLIP, Covered Calls, and Monthly Payouts That WorkPublished: 21/10/2025
-  The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of InvestingPublished: 20/10/2025
-  Is the Fed about to start cutting rates — and what does that mean for your portfolio?Published: 16/10/2025
-  Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is NowPublished: 15/10/2025
-  Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFsPublished: 15/10/2025
-  Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax TrapPublished: 14/10/2025
-  Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity LiesPublished: 14/10/2025
-  California at a Crossroads: Ethan Penner on Gavin Newsom, Trump, Reform, and Rebuilding the StatePublished: 13/10/2025
-  AI Today: From Chatbots to Humanoid Robots – Investing in the Full StackPublished: 08/10/2025
-  Mastering Options Basics — Long vs. Short, Covered Calls, and Zero DTE Risks | Live WebinarPublished: 08/10/2025
-  Beyond 60/40: Alex Shahidi on Diversification, Inflation, and Risk Parity InvestingPublished: 07/10/2025
-  Why Gold’s Quiet All‑Time High Matters (and How BAR Lowers the Cost of Owning It)Published: 07/10/2025
-  Building All-Weather Income with Pass-Throughs and HIPSPublished: 07/10/2025
-  Boom or Bust: Kai Wu on AI CapEx, Concentration Risk, and the Next Phase of TechPublished: 01/10/2025
-  Fed vs Reality: Jay Hatfield on Outdated Data, Rate Cuts, and Where to Invest NowPublished: 26/09/2025
-  Collar Strategies: Protecting Downside While Keeping Upside AlivePublished: 19/09/2025
-  Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI UnicornsPublished: 18/09/2025
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 real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagmedia on X to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!
