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

Category

Business

Podcast website

leadlaglive.buzzsprout.com

Latest episode

Jul 4, 2026

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Episodes

Exploring Thematic Investing Strategies with Chris Versace: AI, Commodity Futures, and Emerging Themes 09.07.2023

Immerse yourself in a captivating conversation as I, your trusty podcast host, team up with Chris Versace, Chief Investment Officer at Tematica Research and co-manager of TheStreet.com's Action Alerts Plus portfolio. Navigate the intricate world of thematic investing as Chris reveals his unique approach that hinges on structural changes in the economy, demographics, technology, and psychograp...

Unveiling Defensive Investment Strategies: Creating an Unshakeable Portfolio with Jason Buck 08.07.2023

Here's the deal; we're about to reveal a treasure trove of insights on how to create an unshakeable portfolio. My guest, Jason Buck and I, are going to guide you through the intricate world of defensive investment strategies. We'll unveil the secrets of long volatility and illustrate how commodities and cash can be your best friends in protecting your investments. We'll also di...

Understanding Distressed Properties and the Dynamics of Commercial Real Estate with Shlomo Chopp 08.07.2023

Ready to peel back the layers of the commercial real estate market? Get ready to grasp the concept of distressed properties with Shlomo Chopp, a seasoned player in this arena who transitioned from tech to real estate. We discuss Shlomo's journey, which was sparked by the 2009 economic crash, leading him to represent borrowers in CNBS debt negotiations. We also shed light on the role of techno...

Unraveling the Federal Reserve: A Deep Dive into Monetary Systems, Government Intervention, and Libertarianism with Chris Rossini 07.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Are you ready to challenge what you know about monetary systems, libertarianism, and the role of government intervention? Join me as I sit down with Chris Rossini, a veteran in the field, who...

Unearthing Profits: A Deep Dive into Metal and Mining Investments with Gwen Preston 07.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ever thought about what makes metals an exciting investment opportunity? You're in luck. Join us as we unmask the intricacies of mining investing with the mastermind herself, Gwen Preston...

Unpacking the Future of Finance: Insights with Porter Stansberry on Investing, Social Changes, and the Evolution of Insurance 06.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What does the future hold for our economy, and how will it affect your investments? Join me as I discuss these pressing questions and more with Porter Stansberry, a leading independent financi...

Decoding Market Dynamics: Predicting Recessions and Mastering Asset Allocation with Aaron Soderstrom 06.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could predict the market’s next move with the precision of a seasoned investor? Brace yourself for a rollercoaster ride through the world of finance with industry expert, Aaron Sod...

Riding the Bull: Exploring Cattle Futures with MBA Cowboy Brett Crosby 04.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ready to saddle up and ride into the volatile world of cattle futures? Then you won't want to miss this episode featuring none other than Brett Crosby, the MBA Cowboy. Brett shares his jo...

Unveiling Investment Strategies: Navigating the Energy Market with Judd Arnold 03.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. How much of your investment strategy is driven by skepticism? Ever consider how the shifting sands of the energy market could reveal promising investment opportunities? Join us as seasoned inv...

Challenging Mainstream Narratives: A Deep Dive into Digital Realities with Demetri Kofinas 03.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ever thought about how mainstream narratives can stifle innovation and creativity? What if I told you the power to challenge these narratives lies within you? Join me as I sit down with Demetr...

Unmasking the Ghostwriter: Exploring the Art and Future of Ghostwriting with Joshua Lisec 02.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could step into someone else's shoes, take on their voice, and share their story? That's the intriguing world of ghostwriting, and no one knows it better than our guest,...

Unveiling the Secrets of Resource Investing: Gold, Lithium and Beyond with James Connor 02.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Imagine a world where you have insider knowledge into the fascinating realm of investing in critical resources such as gold, silver, copper, and battery metals. Exciting and profitable, isn&ap...

Unmasking the Allure of Small-Cap Investing with David Bastian 01.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Get ready to unmask the allure of small and microcap investing with our guest, David Bastian, the founder of Kingdom Capital. As we navigate this intriguing realm, you'll unravel how to t...

Trading Transitions: From Wall Street to Social Media with Olivia Voznenko 01.07.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Welcome to an insightful conversation with the dynamic Olivia Voznenko, a seasoned trader with a unique journey from private banking on Wall Street to becoming a media personality. Olivia shar...

Unraveling the Complexities of Bitcoin: A Deep Dive with Caitlin Long into Digital Asset Regulations and Economic Ideologies 30.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Curious about the intriguing world of Bitcoin and its interaction with the law? We've got you covered! Together with Caitlin Long who initiated her Bitcoin journey back in 2012, we embark...

Shattering Overconfidence: A Fresh Look at Investing Success with Yours Fewly 30.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Dare to challenge your assumptions about investing? We're shaking things up in this fascinating discussion, bursting the bubble of overconfidence in the investment world. You'll lear...

Revolutionizing Your Trading Game: Strategies, Cycles, and Risk Management with Ben Calusinski 25.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Are you ready to revolutionize your trading game? Join us for an in-depth conversation with Ben Calusinski, a seasoned trader known for his unique approach to the markets. We discuss the impor...

Decoding the Fixed Income Space: Expert Insights on Policy Lag, Rate Hikes, and Market Dynamics with Mustafa Chowdhury 24.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could tap into the mind of a fixed income and macro investing expert with 30 years of experience? Don't miss our fascinating conversation with Mustafa Chowdhury, as we discuss...

Thriving in the Stock Market: Insights and Strategies with Uncle Pac 23.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. How can traders thrive in the ever-changing stock market landscape? Join us as we sit down with Uncle Pac, a seasoned stock trader and market maker from rural South Georgia, to gain insights f...

Shehzad Qazi on Decoding China's Investment Landscape 23.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Are you ready to navigate the complex investment landscape in China? Join us as we sit down with our special guest, Shehzad Qazi of China Beige Book,  as he shares invaluable insights on how t...

Decoding the Australia-China Economic Ties: Impact on Exports, Property Bubbles, and Demographic Shifts with Tarric Brooker 22.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if I told you that Australia's economy is more closely tied to China than ever before? Join me in an insightful conversation with Tarric Brooker, a seasoned expert in geopolitics, fi...

Gold and Bitcoin: Exploring Alternative Assets in a Shifting Financial Landscape With Charlie Morris 21.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What does it take for a broad asset allocation shift to occur, and how do gold and Bitcoin fit into the ever-changing financial landscape? Join me, Michael Gayed, as I sit down with ByteTree f...

Unraveling the Complexities of Food Supply Chains: A Deep Dive into Food Prices, Inflation, and the Impact of Technology with Dr. Sylvain Charlebois 20.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. What if you could better understand the complexities of the food supply chain and how it affects your wallet? Join our fascinating conversation with Dr. Sylvain Charlebois as we uncover the fa...

Mastering the Bitcoin Game: Insights from Simon Dixon 19.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Ever wondered how Bitcoin has managed to survive and thrive despite the challenges it faced in the second cycle? Well, we have finance and money geek Simon Dixon joining us today to discuss hi...

The Future of Investing in the Carbon Credit Market With Lawson Steele 17.06.2023

ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off. Imagine a world where investing in the green economy not only helps combat climate change but also yields attractive returns. Join our conversation with Lawson Steele, an institutional equitie...

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