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

Investment Opportunities Are Everywhere With Paul Andreola 26.10.2022 51:44

Time for bulls to return. 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...

Supply Chain Disruptions Aren't Over With J Mintzmyer 25.10.2022 50:17

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 we...

Psychology And Market Insanity With Jay Van Bavel 25.10.2022 52:02

You can't understand markets unless you understand the psychology of us. 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.c...

Dual Momentum Investing With Gary Antonacci 24.10.2022 56:50

It's time to talk about investment strategies. 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...

The Digital Dollar Reset With Daniela Cambone-Taub 24.10.2022 52:50

Central Bank Digital Currencies will destroy the world. 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 cod...

OPEC+ Just Sealed Europe's Fate With Naif Aldandeni 23.10.2022 43:26

Slashing oil production is a big deal. 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...

The Dangers Of Energy Ignorance With Alex Verge 23.10.2022 58:25

It's time to get a CEO's perspective on the energy crisis. 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...

The Battle For Uranium With Paul Goranson 22.10.2022 51:55

It’s time to talk about Uranium from a CEO’s perspective. 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 co...

Remote Work Is A Big Freakin' Deal With Adam Ozimek 21.10.2022 46:40

Economic data will never be the same. 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...

Crypto, Fraud, & Easy Money With Ben McKenzie 21.10.2022 38:14

It's time to talk about stores of value. 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...

Competition Solves Inflation With Denise Hearn 20.10.2022 54:18

Competition is dead in the United States. You’re all being lied to. 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...

A Tectonic Shift In Demographics With Chris Porter 20.10.2022 47:01

A much bigger problem lies ahead of us. 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 fo...

From Inflation Surge To Earnings Breakdown With MrBlonde 17.10.2022 51:59

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. N...

A Bear Market Like No Other With Mark Newton 16.10.2022 50:25

The investment community is wrong. 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...

Risk, Gray Rhinos, & Black Swans With Michele Wucker 16.10.2022 58:45

You are what you risk. 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%...

Identifying Strong Growth Stocks With Ross Haber 14.10.2022 57:28

Being Brutally Honest About Oil With Mike Rothman 14.10.2022 51:27

It's time to call out some bullsh*t. 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...

The Stock Market’s Conundrum With Charles Payne 13.10.2022 34:12

Would three quarters of negative GDP qualify as a recession? Asking for a friend. 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.leadlagrepor...

The Electricity Crisis Comes Home With Abhi Rajendran 13.10.2022 56:35

Now it's America's turn. 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...

Animal Farm 12.10.2022 1:54:30

Starring Chris Irons, Doomberg, Alex Epstein, Deer Point Macro, Alfonso Peccatiello, Chris Martenson, Le Shrub, Andy Constan, Tracy Shuchart, Daniel Lacalle, Jim Bianco, Wall Street Silver, Josh Young, and George Noble. Produced and directed by Michael A. Gayed, CFA Check The Lead-Lag Report on your favorite social networks. Twitter: https://twitter.com/leadlagreport YouTube: https://www.youtube.c...

To Stop Inflation, Stop Cancel Culture With Ilya Shapiro 12.10.2022 53:35

You can't have a strong market without a strong rule of law. 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 pro...

Saving Tesla, Apple, & Markets With Dan Ives 11.10.2022 53:12

Rumors of technology's death are 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 and use promo cod...

Asking The Right Questions With Bill Brewster 11.10.2022 58:42

"Judge a man by his questions rather than his answers." - Voltaire 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...

Nuclear Must Replace Natural Gas With Marin Katusa 11.10.2022 56:43

The truth will set you free, and also destroy you. 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 PODCAS...

The Iraq War Started This Not Covid With Tom Luongo 10.10.2022 44:38

Gold, goats, and geopolitics. You can't understand investing unless you know what happens next geopolitically. 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...