Michael A. Gayed, CFA

Lead-Lag Live

Business EN ↓ 973 episodes

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...

Be sure to visit the podcast's website and support the creator: leadlaglive.buzzsprout.com

Author

Michael A. Gayed, CFA

Episodes

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

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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...

Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live 01.05.2026 51:58

Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns joins Michael A. Gayed, CFA to discuss consistently not stupid: why boring compounders win when chaos reigns. Topics covered in this episode: - Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns - Market insights from Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns - Practical takeaways f...

The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire | The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire on Lead-Lag Live 01.05.2026 27:37

The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire joins Michael A. Gayed, CFA to discuss the 60/40 portfolio is dead: risk parity in a world on fire. Topics covered in this episode: - The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire - Market insights from The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire - Practical takeaways for listeners GUEST: The 60/40 Portfolio...

Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk Parity ETF on Lead-Lag Live 01.05.2026 28:16

RPAR Risk Parity ETF joins Michael A. Gayed, CFA to discuss lead-lag live: alex shahidi, evoke advisors — rpar risk parity etf. Topics covered in this episode: - Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF - Market insights from RPAR Risk Parity ETF - Practical takeaways for listeners GUEST: RPAR Risk Parity ETF --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Hos...

This ETF Lets You Buy SpaceX and Anthropic Right Now 13.04.2026 20:08

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Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally 05.04.2026 54:13

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Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks 05.04.2026 58:35

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Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated 05.04.2026 40:59

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The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026 05.04.2026 1:00:29

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Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell 01.04.2026 51:40

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Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan 01.04.2026 32:41

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The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi 01.04.2026 27:08

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The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu 01.04.2026 33:30

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China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene 31.03.2026 20:42

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Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan 31.03.2026 20:25

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Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern 31.03.2026 22:52

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Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan 31.03.2026 26:16

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Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns 31.03.2026 51:57

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The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire 30.03.2026 27:37

 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