Michael A. Gayed, CFA

Lead-Lag Live

Business EN ↓ 973 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...

Be sure to visit the podcast's website and support the creator: leadlaglive.buzzsprout.com

Author

Michael A. Gayed, CFA

Episodes

Russia, Ukraine, & Geopolitical Risk With Timothy Ash 17.09.2022 59:08

Are geopolitics only furthering the stagflation narrative? 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...

1971, Gold, Stocks & The Great Reset With Richard Duncan 17.09.2022 56:31

The gold standard needs to make a comeback. 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...

China Is A Bigger Threat Than Russia With General Robert Spalding 16.09.2022 48:57

There’s a stealth war being waged we need to talk about. 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...

Your Home Is About To Be Worth Less With Rick Palacios Jr. 16.09.2022 43:49

Homebuilders are the canary. 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%...

The Bitcoin Crash & Stock Market Low With Michael Kantrowitz 16.09.2022 55:45

“Remember, today is the tomorrow you worried about yesterday.” - Dale Carnegie 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...

Investing At A Stock Market Bottom With Eddy Elfenbein 15.09.2022 54:28

Believe it or not, there are real values out there. 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 nstagram: https://instagram.com/leadlagreport Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 f...

Hiking Interest Rates Won't Break Oil With Patrick Watson 15.09.2022 46:33

Higher rates won’t do much to stop inflation. 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 Fed Is The Last Great Bubble With Axel Merk 15.09.2022 59:46

The only way out is either hyperinflation or defaulting to the Fed. 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...

The Unbeatable Artificial Stock Market With Tony Nash 14.09.2022 48:14

Take every macro variable you have and throw it out the window. 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...

Stocks & Bonds Suck Now Go Buy Wine With Anthony Zhang 14.09.2022 42:31

Wine is a better store of value than Bitcoin. 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 w...

Stocks Enter The Worst 6 Months With Jeff Hirsch 14.09.2022 48:28

He is Stock Trader's Almanac personified. 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...

Tracking ETF Flows For An Investment Edge With Eric Balchunas 13.09.2022 50:08

Alternatives are no longer an alternative to making money. 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...

Inflation, Recession, & Economic Hell With Lyn Alden 13.09.2022 59:15

Inflation isn't a monetary phenomenon. It's a leadership phenomenon. 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...

Investing In Farmland With Artem Milinchuk 13.09.2022 47:10

Is the best way to counter soaring food prices to buy farmland? 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...

Cannabis Investing & Fighting Machines With Todd Harrison 12.09.2022 52:16

Algos don't know math, only levels. Minyans don't know levels, only Todd Harrison. 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.lead...

The Coming Commodity Collapse With Michael Howell 12.09.2022 56:53

What you have coming is a credit 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 use promo code PODCAST30 for 2 weeks fr...

Figuring Out The Stock Market's Next Move With Mike Silva 12.09.2022 47:05

Investing is a journey, not a race. 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 an...

A Stock Market Worse Than 2008 & 2020 With Danny Moses 11.09.2022 54:04

Quantitative tightening and soaring interest rates are a much bigger deal than most realize. 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.leadlagrep...

The Scramble For Minerals Turns Critical With Simon Moores 11.09.2022 44:40

The energy transition is going to be very bumpy. 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...

The Bull Market In Stock Market Bears With Kevin Muir 11.09.2022 1:01:29

Believe it or not, one can be bullish and bearish at the same time. 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...

Market Dystopia & The Real Estate Crash With George Gammon 10.09.2022 1:06:19

Welcome to economic insanity. 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% of...

Buying Stocks When You Don't Want To With Walter Deemer 10.09.2022 45:19

"When the time comes to buy, you won't want to." - Walter Deemer 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 us...

The Age Of Shorting Returns With Bill Fleckenstein 10.09.2022 56:31

Shorting is an active form of free speech. And it won’t be cancelled this time. 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 us...

Trading Central Banks With Etienne de Marsac 09.09.2022 41:31

He's a top performing manager in Europe. And he speaks French. 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...

Trading Bear Markets With Doug Boneparth 09.09.2022 54:23

What is retail to do? 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. No...