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

Indian's Melt-Up & Investment Ideas With Gautam Baid 13.11.2022 48:18

It's time for India to emerge. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for...

China In Trouble With Chris Fenton And Leland Miller 12.11.2022 53:18

But for how long? Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 3...

For Stocks, It's Do Or Die With Michael Kahn 12.11.2022 43:55

Crash or melt-up? There's not much time left. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code...

Republicans And Democrats Both Suck With Mark Pellegrino 11.11.2022 43:42

We need a third option. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free...

Bitcoin Spring Incoming With Cory Klippsten 11.11.2022 50:20

Rumors of Bitcoin's death have been greatly exaggerated. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com an...

The Case For Optimism With Adam Johnson 09.11.2022 1:07:16

What if we just saw the everything bottom? Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST3...

Gloom, Boom, And Doom With Marc Faber 09.11.2022 50:36

Bull market in doom? Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and...

The Truth About Interest Rates With Edward Chancellor 08.11.2022 56:06

You can't understand the present unless you understand the past. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com a...

The Crash That Follows The Melt-Up With Jay Singh 07.11.2022 1:02:35

It’s time to go beyond common stocks. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for...

The Recession Narrative Changes Again With David Rosenberg 07.11.2022 59:01

The scary thing about inflation is that recession may not break it. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and...

Choosing A Deflationary Depression With Juliette Declercq 06.11.2022 51:06

It's time to say the quiet thought out loud. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code POD...

Energy & Super Volatility With Arjun Murti 06.11.2022 53:47

We’re only in the 2nd inning. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks f...

Humbling Bulls And Bears With Cam Hui 05.11.2022 50:02

Let’s talk about left and right brain investing. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCA...

Investment Opportunities In India With Deepak Shenoy 05.11.2022 59:06

Time to get Money Wise. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and...

The State Of Manufacturing & The Economy With Rosanna Prestia 04.11.2022 49:44

What's really happening to manufacturing? Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code POD...

Solar, Tesla, & Housing With Gordon Johnson 04.11.2022 46:26

Just how much trouble is Tesla in? Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2...

Trading Like A Market Wizard With Linda Raschke 02.11.2022 1:05:49

It’s time to talk about trading sardines. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30...

Bitcoin, The Fed, & The End Of The World With Magoo 02.11.2022 56:00

He’s a mystery wrapped in an enigma. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for...

Innovating And Competing Against Giants With Sean Brown 01.11.2022 54:00

The financial services industry is ripe for innovation. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo c...

Housing’s Perfect Storm With Ron Butler 31.10.2022 43:01

He’s worried. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off....

The Pension Fund Time Bomb With Keith Weiner 30.10.2022 44:46

The UK pension crisis is a warning. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 we...

A Bottom Or THE Bottom For Stocks With David Cox 29.10.2022 55:28

Markets are like classical music. And the crescendo nears. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo...

Real Estate Will Never Be Affordable Again With Preston Pesek 27.10.2022 1:00:51

There's nothing Spacious about the economy now. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PO...

Millionaire Habits With Steve Adcock 27.10.2022 43:53

It’s time to break society’s rules. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 wee...

Luxury Beliefs & Propaganda Are Destroying Us With Rob Henderson 26.10.2022 51:58

There is a clear disconnect underway. Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.com/c/theleadlagreport Facebook: https://www.facebook.com/leadlagreport Instagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2...