Lead-Lag Live

From the football field to the boardroom, discover how Kyle Kazan's journey from college athlete to real estate mogul reshaped his vision for the cannabis industry. Listen to Kyle as he reveals how he navigated the worlds of law enforcement, special education, and real estate investing before becoming a pivotal player in cannabis. His insights offer a masterclass in resilience and strategic a...

Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollment strategy, offering an insider's view o...

Can Bitcoin reshape the societal structures we know today? Join us as I, Michael Gayed, publisher of The Lead Lag Report, engage in a compelling dialogue with Aleks Svetski, a seasoned Bitcoin enthusiast and entrepreneur, who shares his transformative journey from skepticism to profound understanding of Bitcoin's intricate relationship with global economic systems. Together, we unravel the co...

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Join us for an insightful conversation with Lakshman Achuthan from the Economic Cycle Research Institute (ECRI), where we promise you'll gain a deeper understanding of the complex world of economic cycles. Lakshman, a veteran in business cycle analysis, shares his expertise on the intricate dance between growth, inflation, and employment, and how these cycles, though interconnected, often mar...

Join us as Max Osbon of Osbon Capital Management reveals how tech investments can thrive amid market volatility and unpredictable times. Discover how to anticipate market pullbacks while unlocking the potential of semiconductor giants like Nvidia, which are essential for navigating hype cycles. Max provides expert insights on managing risk assets and grasping stock-specific momentum, crucial for m...

Discover the unexpected consequences of a post-pandemic housing market with renowned housing analyst Amy Nixon. As mortgage rates rise, the phenomenon of mortgage lock-in is holding homeowners back from selling, creating an intriguing paradox of constrained supply amidst cooled demand. We unravel the unconventional tactics like builders buying down mortgage rates and the rise of cash transactions,...

What if your emotions are driving your investment choices more than actual market changes? In our latest episode, we sit down with Charles Rotblutt, Vice President of the American Association of Individual Investors, to uncover the complex dynamics of market sentiment and its surprising influence on investment decisions. With a focus on the rapid information flow in today's markets, we examin...

Kevin Bambrough, a prominent figure in finance and private equity, shares a personal story of transformation, highlighting the intricate ties between stress, success, and health. Kevin recounts his journey from a high-powered career to prioritizing well-being, catalyzed by a dramatic marina incident that forced him to re-evaluate his lifestyle and coping mechanisms. This episode promises insights...

Join us for a compelling conversation with Axel Merk from Merk Investments, as we unravel the complexities of risk management and the significant role gold plays in investment strategies. Discover how Axel transitioned from tech investing to managing an impressive $1.6 billion in gold and gold mining investments. This episode promises insights into the critical nuances of hedging, disciplined inve...

Unlock the secrets to mastering ETF fund strategies and tax-efficient investing as we chat with the insightful Meb Faber of Cambria. Explore the shifting financial landscape with us, from the intricate world of fixed income yield spreads to the burgeoning transition from mutual funds to ETFs. Discover how innovative approaches like open enrollment for new funds and strategic ETF launches, includin...

Discover the critical differences between fiduciary advisors and asset gatherers and how these roles impact investment management. Join us for an insightful conversation with Seth Cogswell, founder of Running Oak, who shares his unique perspective on financial stewardship, inspired by his father's groundbreaking work in the 1970s. Seth unveils the firm’s rules-based strategy and how it transf...

Discover the intricate world of global financial markets with Robin Wigglesworth, editor of FT Alphaville, as we navigate the fascinating dynamics of the bond market. Robin shares his passion and insights, drawing from his current work on a book chronicling the history of bonds. Through our discussion, you will gain a deeper understanding of the volatility in the U.S. Treasury yields, the implicat...

Unravel the complexities of balancing income and growth in your investment portfolio with Howard Chan, the visionary founder and CEO of Kurv Investment Management. Discover how recent SEC rule changes have unlocked a world of tax-efficient, institutional-grade strategies for every investor, making sophisticated option-based approaches accessible through ETFs. Howard guides us through Kurv's m...

Join us as Darius Dale, the visionary founder of 42 Macro, unveils his innovative approach to navigating the stormy seas of macro risk management. Discover why traditional market strategies are often shackled by outdated methodologies, and learn how 42 Macro is revolutionizing the field by closing the information gap between Wall Street and Main Street. Darius shares his captivating journey, highl...

Can stock market highs exist alongside falling earnings estimates? Join us as Michael Kramer, founder of Mott Capital, unravels this intricate paradox, offering his seasoned perspective on the unpredictable dance between stock trends and earnings. With a background transitioning from a buy-side trader to managing a long-only thematic growth portfolio, Michael shares insights that transcend typical...

Unlock the secrets of successful municipal bond investing with insights from industry experts. Join us as we promise to transform your understanding of the municipal bond market, featuring critical insights from Jay McAndrew, Columbia Threadneedle's ETF maestro, and Nicole Vance, a dedicated client portfolio manager. We tackle the financial intricacies of Chicago, challenging conventional rat...

Explore the fascinating world of investment with us as we journey through shifting market sentiments and opportunities. Our special guest, Michelle Connell, brings a wealth of knowledge from her diverse career, spanning museum management to leading roles in the tech sector and private equity. Discover how Michelle navigates the complexities of alternative investments, focusing on enhancing portfol...

Could a potential Trump presidency in 2025 redefine the financial landscape? Join us as we engage with the  Michael Gayed, Publisher of The Lead-Lag Report, who shares his expert insights on how such political shifts, alongside the compelling rise of cryptocurrencies like Bitcoin, might influence the markets. Michael illuminates the intricate dance between market skepticism, Federal Reserve polici...

Unlock the secrets to smart investing with insights from the illustrious Money Show conference. This episode promises a journey through the event's rich history, from its origins in San Francisco to its expansion across major cities like Orlando, Miami, and Toronto. With captivating contributions from market-savvy speakers like Mike Larson, who boasts a track record of accurately predicting m...

Renowned entrepreneur and YouTuber Meet Kevin joins us for a thought-provoking conversation on the evolving economic landscape and investment strategies. Discover how Trump's future policies might unexpectedly benefit from Biden's Inflation Reduction Act, creating a deflationary environment, and hear from Kevin about his transformation from a real estate broker to a YouTube sensation and...

Unlock the secrets of efficient growth with Seth Cogswell of Running Oak Capital. Our latest episode features Seth's fascinating journey from a math-loving North Carolina native to founding a successful investment firm. Seth shares how his father's investment strategy, focused on maximizing earnings growth while minimizing large drawdowns, continues to shape his unique approach. He gives...

Unlock the secrets to modern market strategies that are reshaping the financial landscape. Join us as we sit down with Fabio Ruggeri, former Bloomberg professional and current AI-driven finance innovator, to uncover the shift from traditional fundamental analysis to technical and alternative data in market strategies. Through Fabio's journey, we explore how major events like the credit crisis...

Discover the strategies that keep investors ahead of the curve in a volatile political landscape with our special guest, Porter Collins, known for his pivotal role in "The Big Short." Join us as Porter and I, Michael Gayed, dissect the unpredictable impacts of political outcomes on investments, from Trump-era policies to the influence of high-profile figures like Elon Musk. We tackle the...

Could deregulation be the key to unlocking a wave of economic growth? Join us as we sit down with Hal Lambert from Point Bridge Capital to explore this bold idea, especially in the context of a potential second Trump administration. We discuss the launch of the MAGA ETF, a conservative alternative to the ESG-dominated market, and its focus on mid-sized banks and investment giants like JP Morgan an...