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

Uncovering Distressed Energy Assets: Trading Strategies and Inflation Insights with Fergus Cullen 14.06.2023

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 seasoned traders identify distressed assets and opportunities in the energy sector? Join us as we sit down with Fergus Cullen, who shares his fascinating journey from corpora...

From Father to Son: The Evolution of Technical Analysis With Terrence Brogan 12.06.2023

Ever wondered about the power of family legacy in the financial markets? Join us for a fascinating conversation with Terrence Brogan, who shares his family's history in the industry and how it shaped his own career.  Discover how Terrence followed in his father's footsteps, joining the family business and specializing in money flow analysis. In this captivating discussion, we explore the...

Investment Insights: Small Cap Dynamics, Quality Factors, and Fund Options with Chris Brightman 12.06.2023

What if you could navigate the complexities of investment strategies and market cycles with expert advice from a trillion-dollar asset manager? Join us as we sit down with Chris Brightman, CEO and CIO of Research Affiliates, to uncover the secrets of smart investing and the potential of smart beta strategies in the current market landscape. In this fascinating conversation, Chris shares valuable i...

Navigating the Future of AI and Technology Investing with Ross Gerber 09.06.2023

What if you could gain valuable insights on the future of technology investing, specifically focusing on AI's impact on various industries? Don't miss our enlightening conversation with Ross Gerber, President and CEO of Gerber Kawasaki, as we navigate the world of AI in technology investing, beginning with Ross's journey as a professional money manager and the successes he's ha...

Uncovering the Impact of Mega Cap Divergence on Market Dynamics With Warren Pies 09.06.2023

What happens when a seasoned attorney turns his analytical skills toward the world of markets and macroeconomics? Prepare to have your mind blown as Warren Pies, founder of 3Fourteen Research, shares invaluable insights on market data analysis, including the limitations of quantitative work and the importance of an open-minded approach. Don't miss Warren's journey from the courtroom to h...

Mastering the Multi-Speed Market: Greg Daco on Disinflation, Monetary Policy, and Debt Ceiling Debates 04.06.2023

Navigating the complexities of the global economy can be a daunting task, but it doesn't have to be. Join us as we sit down with Greg Daco, our esteemed guest, to explore the challenges of the multi-speed market and its impact on forecasting. With insight on the poly crisis type environment and guidance on how to handle different sectors experiencing recession one after the other, this episod...

Kyle Bass: Geopolitics, China's War Preparations, and Investing Risks 04.06.2023

What are the real takeaways from the recent G7 Summit and how do they demonstrate a shift in international relations? Join us for an enlightening conversation with our guest Kyle Bass, as we discuss the significance of the G7 Summit, its press coverage in Hiroshima, and the formation of rival blocks with China, Russia, Iran, and North Korea as the ‘bad guys’.  As we dive deeper into geopolitics, w...

Mastering Market Risks and Volatility: Expert Insights with Chris Weston 03.06.2023

Navigating the ever-changing global market landscape can be a daunting task. That's why I invited seasoned trader Chris Weston to join me in discussing crucial factors such as US politics, Federal Reserve policy, and the S&P index to better understand risks and volatility events in the market. With his vast experience in investment banking and current role at Pepperstone, Chris offers inv...

Navigating the Cannabis Industry: Insights from an Ex-Cop and Industry Expert, Kyle Kazan 03.06.2023

What if you could gain exclusive insights into the cannabis industry from a former police officer and industry expert? Join us as we sit down with Kyle Kazan to discuss his unique perspective on the war on drugs and his journey into the world of cannabis. Kyle shares how his experience with private equity and real estate led him to Glasshouse Group, a company that recently achieved free cash flow...

Navigating Economic Uncertainty: Asset Allocation, Interest Rates, and the Future of Monetary Metals with Keith Weiner 02.06.2023

Are you prepared to navigate the uncertain economic landscape? Join me and my guest, Keith Weiner, Founder and CEO of Monetary Metals, as we delve into asset allocation, interest rates, and the impact of politics on our economy. Discover how the Federal Reserve's decision to socialize credit has led to a volatile situation for investors and what parallels we can draw between today and 2008. I...

Options Trading in Uncertain Times: Navigating Market Volatility with Bob Lang 02.06.2023

Looking for ways to protect your portfolio in today's uncertain market environment? I sat down with options trading expert, Bob Lang, to discuss the importance of timing and how to navigate market volatility. With over 20 years of experience and author of the book "Know Your Options," Bob shares valuable insights on making options trading easier to understand and avoid costly mistak...

Exploring Bond Markets, Post-Covid Investing, and Financial Fraud with Felix Salmon 01.06.2023

What insights can we gain when we approach financial markets through the lens of bond markets, rather than the stock market? Join us for a fascinating conversation with Felix Salmon, chief financial correspondent at Axios, host of the Slate Money podcast, and author of The Phoenix Economy, as we explore this unique perspective and delve into its implications. In this enlightening discussion, we ex...

Mastering Automated Trading Strategies and Risk Management with Brad Matheny 28.05.2023

What if you could master the art of automated trading strategies and risk management? That's exactly what we're going to explore in this eye-opening episode featuring our guest, Brad Matheny. With over three decades of trading experience and thousands of strategies under his belt, Brad shares his insights into crafting the perfect rules-based approach for automated trading that aligns wi...

From Hollywood to Wall Street: Mastering the Day Trading Mindset with Vincent Bruzzese 27.05.2023

Ever wondered what it takes to become a successful day trader, conquer the volatile market, and achieve financial independence? Tune in to our eye-opening conversation with Vincent Bruzzese, the real day trader himself, as he shares his unique journey from academia to Hollywood, and eventually, to the stock market. Discover how Vincent's experiences in the movie business and background in gam...

Mastering Sideways Market Trading: Expert Strategies and Tips with David Floyd 26.05.2023

Are you ready to navigate the challenging sideways market and make profitable trades? Join us as we chat with David Floyd from Aspen Trading Group about his expertise in day trading and swing trading, and how he's adapted his strategies to succeed in the current stagnant market environment. David shares valuable insights into the art of scalping, particularly in high- and low-volatility condi...

Mastering Market Sentiment: Contrarian Indicators and Process-Driven Investment Strategies with Charles Rotblut 26.05.2023

Are you aware of how investor sentiment can impact the stock market? Join us for an enlightening conversation with Charles Rotblut, Vice President of the American Association of Individual Investors (AII) and editor of their monthly magazine, as we dive into the fascinating world of the AII sentiment survey and its implications for investment strategies. In this captivating discussion, we examine...

Winning Strategies for Outsized Market Returns with US Investing Champion Matt Caruso 26.05.2023

Want to achieve outsized returns in the market? Matt Caruso, a professional investor and winner of the US Investing Championship, reveals how he does it in this insightful conversation. With years of experience in growth stocks and investing, Matt shares his strategies for outperforming the market and avoiding bear markets. Discover how his approach led to high returns in 2020 and how you can appl...

Unraveling the Secrets of Technical Analysis and Sector Rotation: Julius Kempenar's Journey from Military to Market Pioneer 25.05.2023

Ever wondered how a military background can lead to a fascinating journey as a pioneer in the world of technical analysis and quantitative investing? Join us as we uncover Julius Kempenar's incredible story, exploring his discoveries and groundbreaking work in understanding the rotational nature of markets. Dive deep into the evolution of technical analysis, chart patterns, and sector rotatio...

Jeffrey Hirsch on Preparing for Market Corrections: Seasonal Patterns, Federal Policies, and Investor Strategies 25.05.2023

Are you prepared for a potential market correction? Join us as we discuss the current market outlook with our guest, Jeffrey Hirsch, and explore strategies to take advantage of the market's seasonal patterns. We dive deep into analogies between 2011 and 2023, discussing the potential impact of Congress and the White House on the market, as well as the role of fundamentals, technicals, monetar...

Discovering Financial Freedom: Stock Mom Talks Investing, Trading, and Personal Growth 22.05.2023

In this captivating interview, join us as we dive into the world of stock trading and personal growth with the remarkable Stock Mom, also known as @momtalksstock on Twitter. In "From meme stocks to overcoming PTSD & domestic abuse," Stock Mom opens up about her inspiring journey in the trading world and how it helped her reclaim her life. This YouTube video features an exclusive Stoc...

John Authers & Michael Gayed: Unraveling the Peak Passive Debate 22.05.2023

In this exclusive John Authers interview with Michael Gayed of Lead-Lag Live, we dive deep into the heart of the ongoing Peak Passive Debate. As experts in the financial world, John Authers and Michael Gayed provide valuable insights and analysis on various aspects of this hotly contested topic. This podcast is a must-listen for anyone interested in understanding the critical factors and potential...

Dan McNamara & Michael Gayed: Unveiling the Future of Retail & Commercial Real Estate 22.05.2023

In this exclusive Dan McNamara Interview with Michael Gayed of Lead-Lag Live, we dive deep into the world of commercial real estate as we unravel the triple threat facing the industry today. Join us as Dan McNamara, a seasoned industry expert, shares his valuable insights and unique perspective on current market trends and future opportunities. With his extensive experience in the field, you won&a...

Benjamin Cowen on Crypto Secrets & Strategies: Candid Conversation with Michael Gayed 21.05.2023

In this captivating podcast, we bring you an in-depth and candid conversation between two titans of the cryptocurrency world: Benjamin Cowen and Michael Gayed. As the title suggests, "Benjamin Cowen on Crypto Secrets & Strategies: Candid Conversation with Michael Gayed," this discussion explores the hidden facets and innovative tactics that have led to their success in the crypto mar...

Jim Lebenthal & Michael Gayed: Uncovering Social Media's Impact on Market Opportunities 16.05.2023

In this thought-provoking podcast, titled "The Impact Of Social Media On Market Trends," we delve deep into the increasingly significant role that social media plays in shaping market trends and influencing investment decisions. Join us as we unravel the intricacies of this phenomenon through our exclusive Jim Lebenthal interview with Michael Gayed of Lead-Lag Live. The podcast kicks off...

From FBI Agent to Best-Selling Author: Joe Navarro Talks Body Language & Deception 15.05.2023

In this eye-opening Joe Navarro Interview with Michael Gayed of Lead-Lag Live, we explore the fascinating journey of Joe Navarro, a former FBI agent turned best-selling author and expert on body language and deception. The exclusive conversation delves deep into the world of nonverbal communication, revealing insights that can help you navigate personal and professional relationships more effectiv...

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