Michael A. Gayed, CFA

Lead-Lag Live

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 themes that matter most: macro trends, interest rates and Fed policy, equity and bond markets...

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: leadlaglive.buzzsprout.com

Autor

Michael A. Gayed, CFA

Kategorie

Business

Podcast-Website

leadlaglive.buzzsprout.com

Neueste Folge

28. Aug 2026

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Navigating the Digital Deluge: Dealing with Information Overload with Michael Guimarin 18.07.2023

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Ashraf Laidi: The Global Ripple Effects of a Single Central Bank 17.07.2023

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Unraveling Economic Mysteries: Understanding Global Economics with Michael Gayed 13.07.2023

Ever pondered how the Bank of Japan's policies might affect your investments or wondered why gold continues to be a popular hedge? Get ready for a riveting journey into the world of intermarketing analysis, currencies, metals, and yields with our guest, Michael Gayed. Our conversation kicks off with the intriguing practices of the Bank of Japan and their impact on bond yields and other curren...

Decoding Today's Market: Navigating Toxicity, Overvaluation, and Uncharted Investment Strategies with David Collum 12.07.2023

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Decoding Market Cycles and Sharp Ratio: A Deep Dive With Meb Faber 11.07.2023

Ever wondered how you can spot and navigate market cycles like a pro? Or how to leverage the Sharp Ratio metric to maximize your risk-adjusted returns? Then you're in the right place! I'm thrilled to be joined by the brilliant Meb Faber who will help us decode these complex topics - from the history and impact of market cycles on investments to the ins and outs of the Sharp Ratio. We&apo...

Oil, Gas, and Houses: Unveiling Investment Patterns with Max Gagliardi 10.07.2023

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Exploring Thematic Investing Strategies with Chris Versace: AI, Commodity Futures, and Emerging Themes 09.07.2023

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Unveiling Defensive Investment Strategies: Creating an Unshakeable Portfolio with Jason Buck 08.07.2023

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Understanding Distressed Properties and the Dynamics of Commercial Real Estate with Shlomo Chopp 08.07.2023

Ready to peel back the layers of the commercial real estate market? Get ready to grasp the concept of distressed properties with Shlomo Chopp, a seasoned player in this arena who transitioned from tech to real estate. We discuss Shlomo's journey, which was sparked by the 2009 economic crash, leading him to represent borrowers in CNBS debt negotiations. We also shed light on the role of techno...

Unraveling the Federal Reserve: A Deep Dive into Monetary Systems, Government Intervention, and Libertarianism with Chris Rossini 07.07.2023

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Unearthing Profits: A Deep Dive into Metal and Mining Investments with Gwen Preston 07.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston...

Unpacking the Future of Finance: Insights with Porter Stansberry on Investing, Social Changes, and the Evolution of Insurance 06.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What does the future hold for our economy, and how will it affect your investments? Join me as I discuss these pressing questions and more with Porter Stansberry, a leading independent financi...

Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom 06.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Sod...

Riding the Bull: Exploring Cattle Futures with MBA Cowboy Brett Crosby 04.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ready to saddle up and ride into the volatile world of cattle futures? Then you won't want to miss this episode featuring none other than Brett Crosby, the MBA Cowboy. Brett shares his jo...

Unveiling Investment Strategies: Navigating the Energy Market with Judd Arnold 03.07.2023

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Unmasking the Ghostwriter: Exploring the Art and Future of Ghostwriting with Joshua Lisec 02.07.2023

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Unmasking the Allure of Small-Cap Investing with David Bastian 01.07.2023

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ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Welcome to an insightful conversation with the dynamic Olivia Voznenko, a seasoned trader with a unique journey from private banking on Wall Street to becoming a media personality. Olivia shar...

Unraveling the Complexities of Bitcoin: A Deep Dive with Caitlin Long into Digital Asset Regulations and Economic Ideologies 30.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Curious about the intriguing world of Bitcoin and its interaction with the law? We've got you covered! Together with Caitlin Long who initiated her Bitcoin journey back in 2012, we embark...

Shattering Overconfidence: A Fresh Look at Investing Success with Yours Fewly 30.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Dare to challenge your assumptions about investing? We're shaking things up in this fascinating discussion, bursting the bubble of overconfidence in the investment world. You'll lear...

Revolutionizing Your Trading Game: Strategies, Cycles, and Risk Management with Ben Calusinski 25.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Are you ready to revolutionize your trading game? Join us for an in-depth conversation with Ben Calusinski, a seasoned trader known for his unique approach to the markets. We discuss the impor...

Decoding the Fixed Income Space: Expert Insights on Policy Lag, Rate Hikes, and Market Dynamics with Mustafa Chowdhury 24.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could tap into the mind of a fixed income and macro investing expert with 30 years of experience? Don't miss our fascinating conversation with Mustafa Chowdhury, as we discuss...

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