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

Bet On Yourself When No One Else Will With Patrick Bet-David 20.08.2022 55:03

Life is about constantly graduating to the next level. And the higher you move up, the more demanding the requirements become. 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...

The Moral Case For Fossil Fuels With Alex Epstein 19.08.2022 51:21

“For human beings to flourish for decades and generations to come, we need to be doubling down on fossil fuels.” Agree or disagree? 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...

The Case For Investing Is Brazil With Tiago Reis 19.08.2022 43:57

It's time to talk about Brazil. 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...

The New Secular Stock Market Cycle With Luke Gromen 19.08.2022 48:02

The Federal debt is about to matter. And it's time to move beyond the forest for the trees. 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....

Volatility And Energy Are One And The Same With Diego Parrilla 18.08.2022 59:00

The only thing to fear is fear itself… …and the VIX breaking about 40, of course… Don't forget to like, share, and subscribe! 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...

What's Behind The China Stock Crash With Chris Fenton 18.08.2022 51:22

Anyone else think the recent devastation in China stocks is in anticipation of China invading Taiwan? Don't forget to like, share, and subscribe! 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/leadl...

The History Of Economic Warfare With Jamie Catherwood 18.08.2022 48:34

History doesn’t exactly repeat, but it sure as hell rhymes. What does history tell us about markets and war? Don't forget to like, share, and subscribe! 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.co...

Oil Prices Spike Before Recessions With Jim Bianco 17.08.2022 46:35

Meanwhile, nearly every spike in Oil prices precedes a recession. 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...

The Fed Doesn't Know What's Going On With John Mauldin 17.08.2022 38:27

The #Fed is about to raise rates into a #recession. What?? 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 PODC...

From Debt To Inflation To Reset With Antony Davies 17.08.2022 50:59

Total US debt isn’t $30 trillion. It’s actually $137 trillion. You can buy an entire planet for how much debt the government owes. Good luck Powell. Don't forget to like, share, and subscribe! 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/leadlag...

Scalping And Active Trading With David Floyd 16.08.2022 47:33

We’ve talked macro. We’ve talked fundamentals. Now we talk about price. 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 pr...

Why The Fed Can't Save Us With Trish Regan 16.08.2022 46:07

Inflation now stands at four decade high of 7.9% — And the war has just begun. Powell can’t fix this. Don't forget to like, share, and subscribe! 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/leadl...

Oil Is The Reserve Currency Not The Dollar With Anas Alhajji 16.08.2022 50:36

Oil bears have it wrong. And we're heading for a crisis. Don't forget to like, share, and subscribe! 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 Rep...

The Stock Market Is Broken With Dave Lauer 15.08.2022 49:58

And it needs to change now. Don't forget to like, share, and subscribe! 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 u...

Lessons On Shorting Stocks With Carson Block 15.08.2022 46:11

With stocks correcting, how do you properly bet on further declines by shorting? Don't forget to like, share, and subscribe! 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 f...

Recessions And The New World Order With Dan Arbess 15.08.2022 51:18

We can't move faster than technology. And we treat symptoms not the cause. Don't forget to like, share, and subscribe! 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 fo...