Michael A. Gayed, CFA

Lead-Lag Live

Business EN ↓ 966 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...

Author

Michael A. Gayed, CFA

Episodes

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

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He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian 29.03.2026 10:42

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The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next 28.03.2026 34:00

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The Hidden Asset Class Beating Stocks? Carbon Credits Explained 23.03.2026 48:03

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We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube, KraneShares 17.03.2026 10:41

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Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis 14.03.2026 8:07

John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis. Support the show

Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks 14.03.2026 8:07

Oil just hit $100 for the first time since 2022. Could it go to $150? John Love of USCF Investments joins Michael A. Gayed, CFA on Lead-Lag Live at Future Proof Miami to break down the biggest oil shock since 1973. With 20% of the world's oil supply at risk through the Strait of Hormuz, Iran vowing to keep the waterway closed, and crude spiking 36% in six days — this is the most consequential...

Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift 10.03.2026 18:18

In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival. From Germany’s historic decision to become Europe’s largest military power by 2029 to the shift toward a “two-tier” European Unio...