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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Michael A. Gayed, CFA
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Dernier épisode
4 juil. 2026
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Épisodes
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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The AI Adoption Phase Just Started — And Nobody Is Positioned 03.05.2026 33:39
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Stagflation Is Back: How Risk Parity Actually Works in 2026 03.05.2026 27:21
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Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN 03.05.2026 49:54
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The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live 01.05.2026 34:01
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive . Support the show
Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-Lag Live 01.05.2026 43:38
KSPY & China joins Michael A. Gayed, CFA to discuss lead-lag live: brendan ahern, kraneshares — kspy & china. Topics covered in this episode: - Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China - Market insights from KSPY & China - Practical takeaways for listeners GUEST: KSPY & China --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA...
Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Futures on Lead-Lag Live 01.05.2026 45:54
KMLM Managed Futures joins Michael A. Gayed, CFA to discuss lead-lag live: luke oliver, kraneshares — kmlm managed futures. Topics covered in this episode: - Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures - Market insights from KMLM Managed Futures - Practical takeaways for listeners GUEST: KMLM Managed Futures --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Micha...
The Rise of the Machines: Humanoids, AI, and the New Global Arms Race | The Rise of the Machines: Humanoids, AI, and the New Global Arms Race on Lead-Lag Live 01.05.2026 32:57
The Rise of the Machines: Humanoids, AI, and the New Global Arms Race joins Michael A. Gayed, CFA to discuss the rise of the machines: humanoids, ai, and the new global arms race. Topics covered in this episode: - The Rise of the Machines: Humanoids, AI, and the New Global Arms Race - Market insights from The Rise of the Machines: Humanoids, AI, and the New Global Arms Race - Practical takeaways f...
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