Lead-Lag Live

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce.From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and specifically the KEMQ ETF are positioned to benefit from a structural rebalancing away from overstretched US valuations.In this episode:– Why emerging markets are regaining leadership after a decade of underperformance– How tech and e commerce have reshaped the EM index composition– The valuation divergence between US tech and EM tech– Why ADR volatility distorts fundamentals and why local shares matter– How investors should size EM exposure and position KEMQ in a portfolioLead Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #KraneShares #GlobalTech #KEMQStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are quietly reallocating back into KWEB.From improving CPI and government action on involution to cloud-driven AI monetization, semiconductor risks, and the new wave of international inflows, Brendan lays out the forces reshaping China’s market narrative after years of pessimism.In this episode:– Why China’s cloud and AI revenue growth is outpacing expectations– How anti-involution policy is stabilizing competition and lifting margins– Why global investors — especially Europe and Asia — are rotating back into China– Where KWEB sees opportunity across online video, entertainment, and emerging tech– Why semiconductor valuations demand caution despite the broader tech rebound– How the Trump–Xi détente may open the door to further policy normalizationLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #KWEB #KraneShares #ChinaTech #AI #EmergingMarkets #Investing #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays are redefining the balance between growth, income, and risk management.Since our last conversation, markets have shifted fast. AI valuations have cooled, volatility has returned, and investors are rethinking how to generate income without sacrificing upside. Si shares how TappAlpha’s TSPY and TDAQ ETFs are thriving in this environment, giving advisors and investors precision, flexibility, and true control over their equity exposure.In this episode:– Why volatility-based income is replacing bond-based income as rates fall– How daily options overlays outperform traditional 30-day strategies– The “pilot course correction” analogy that defines TappAlpha’s edge– What makes TSPY and TDAQ fundamentally different from other covered call ETFs– How TappAlpha is scaling to new products, including light-levered and weekly-pay ETFsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026.Topics covered:• AI and the “Magnificent 8” valuations• The Fed’s next moves and rate outlook• Why small caps and value may shine in 2026• Dividend income ideas: ICAP, SCAP, PFFA• Where investors are getting the narrative wrongLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#MarketOutlook #InvestingInsights #StockMarket2025 #EconomicOutlook #InterestRates #FedPolicy #leadlaglive #jayhatfieldStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

Will Rhind, CEO and founder of GraniteShares, shares insights on the booming demand for options-based income ETFs like YieldBoost, which promise impressive annual yields. He discusses the implications of falling interest rates and how investors are pivoting towards higher yield alternatives beyond bonds. Rhind explains the nuances of selling options to generate income, the design of put-spread strategies for downside protection, and the role of liquidity in ETF markets. He also outlines how to construct a diversified income portfolio to enhance yield while managing risk.

In this insightful discussion, Seth Cogswell, Founder and Managing Partner at Running Oak Capital, shares his wisdom on early investing and building wealth. He emphasizes how starting young can leverage the power of compounding, making it a financial superpower. Seth discusses money as a tool that requires discipline and the importance of making hard choices today for an easier tomorrow. He also highlights the value of reading and learning from others to accelerate personal growth and confidence, reminding listeners that building habits is key to a successful financial future.

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside.Jay breaks down:Why the Fed has caused nearly every post-WWII recessionHow inflation is finally cooling (and why CPI is misleading)The real reason the U.S. avoided a recession in 2024His S&P 500 target of 7,000 for 2025Bullish takes on housing, tech, small caps, and preferredsWhy regional banks and credit fears are overblownHis contrarian forecast for the U.S. dollar and Treasury yieldsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#Markets #Investing #FederalReserve #InterestRates #JayHatfield #MichaelGayed #InfrastructureCapital #StockMarketOutlookStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V  Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

In this conversation, Brad Barrie, Co-Founder and Chief Investment Officer at Dynamic Wealth Group, dives into the intricacies of global macro investing. He uses a fun Halloween candy analogy to illustrate true diversification and highlights how non-correlated assets bolster resilience. Brad argues that today's high valuations require tactical approaches to navigate risks and emphasizes that real diversification means preparing for uncertainties, not just relying on hope. His insights reveal how the Dynamic Alpha Macro Fund adapts to volatile market conditions.

In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm’s YieldBoost lineup is rewriting the rules of income investing.From Tesla to Coinbase, GraniteShares has built a new category of weekly-paying ETFs that deliver institutional-style yield strategies to everyday investors — no options experience required. Will explains how the structure works, why investor demand has exploded, and what’s next for the YieldBoost lineup.In this episode:– How GraniteShares’ YieldBoost ETFs deliver weekly income– Why Tesla’s YieldBoost ETF (TSYY) has become a $400M success– The mechanics behind 150% annualized distribution yields– Why investors want weekly income instead of monthly payouts– How GraniteShares is democratizing institutional yield strategiesLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive  #GraniteShares #YieldBoost #IncomeInvesting #ETFs #Tesla #MarketsStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of faith, finance, and speculation in an era of market excess.From calling tops in gold and silver to exposing fraud on Wall Street, Fr. Emmanuel argues that modern markets have become spiritually and ethically unmoored — a “Wild West” driven by greed, memes, and misplaced faith in AI. He shares his candid views on what true stewardship means, why hoarding gold is spiritually toxic, and why investors need humility more than hype.In this episode:– Why “stacking” gold is spiritual hoarding, not investing– How AI mania mirrors the dot-com bubble of the ’90s– The moral hazard of speculation and market idolatry– Where Fr. Emmanuel still finds real value in equities like Adobe and Flower Foods– Why faith and finance don’t have to be at oddsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #FrEmmanuelLemelson #FaithAndFinance #Markets #Investing #Gold #AI #WallStreet #EconomyStart your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V  Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show