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...
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Autor
Michael A. Gayed, CFA
Categoría
Web del podcast
Último episodio
28 de ago. de 2026
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Episodios
Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years 28.08.2026 41:43
Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phase of international diversification is headed. Topics covered: (00:00) Introduction and setting the stage (01:37) Wi...
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management 02.08.2026 44:24
Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback via Rapidus, European defense investment, and the case for global diversification when US market concentration h...
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang 20.07.2026 59:47
Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking about dispersion, AI, and energy trends inside Chinese markets. WHAT YOU'LL LEARN - The real difference between sma...
The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick 19.07.2026 45:19
Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now. Mike Toney-Hoffman drives the TrendSpider Sidekick portfolio agent live on screen — running natural-language prompts against real market data to identify sector le...
Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case 14.07.2026 23:53
Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the structural case for owning commodity producer...
Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken 13.07.2026 22:10
Alex Shahidi, Managing Principal at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, joins Michael Gayed on Lead-Lag Live to unpack why gold belongs at the core of a modern risk-parity portfolio — and why the traditional 60/40 keeps failing in inflationary regimes. In this first of a new series of narrower, single-topic risk-parity conversations,...
Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026 06.07.2026 25:13
Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026 In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk managemen...
Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live 04.07.2026 25:12
Preferred stock ETFs, MLPs, and monthly income investing take center stage in this Lead-Lag Live conversation. Michael A. Gayed, CFA, portfolio manager of the ATAC Rotation Fund and publisher of the Lead-Lag Report, sits down with Jay D. Hatfield , CEO and CIO of Infrastructure Capital Advisors (InfraCap) and portfolio manager of the InfraCap ETF suite, for a wide-ranging discussion on income inve...
Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle 03.07.2026 27:44
Daniel Santiago from State Street Global Advisors joins Michael A. Gayed, CFA to unpack sector ETF investing in 2026 — the original SPDR product line, now the largest and most liquid sector suite on the market. We get into the Magnificent Seven concentration problem in the S&P 500, how State Street's GICS-based classification actually works (including why SpaceX classifies as communicatio...
Lead-Lag Live: Ross Atefi, Yatra Wealth Design 21.06.2026 19:55
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Phil Wool, Rayliant — Active EM Investing & Factor Strategies 21.06.2026 43:38
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Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies 21.06.2026 28:16
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Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies 21.06.2026 30:24
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Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom 21.06.2026 36:02
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Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investment Case | WQTM ETF 15.06.2026 41:32
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China's Contrarian Trade Is Finally Working — Here's Why | KWEB 27.05.2026 25:15
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Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC 27.05.2026 10:52
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The Oil Math Wall Street Refuses to Run | Joe Dube, USCF 27.05.2026 11:04
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Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed 27.05.2026 8:53
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Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play 27.05.2026 26:33
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Venezuela's Hidden Crisis Is a Warning for U.S. Investors 27.05.2026 33:30
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Chinese Internet Is the Cheapest It's Been in a Decade | KWEB 27.05.2026 20:35
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How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield 24.05.2026 30:23
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KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run 24.05.2026 29:06
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AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu 24.05.2026 35:20
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