Lead-Lag Live
Michael A. Gayed, CFA
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike.As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed and ahead of the curve.Subscribe to the Lead-Lag Live podcast and follow @leadlagmedia on X to stay updated on upcoming live conversations and to gain exclusive access to a treasure trove of financial wisdom. Don't miss out on this incredible opportunity to learn from the best and brightest minds in the business.Join us on this journey as we explore the complex world of finance and investments, one live unscripted conversation at a time. Be sure to like, comment, and share the Lead-Lag Live podcast with your network to help others discover these invaluable insights.Stay tuned for the latest episode of the Lead-Lag Live podcast, and remember to turn on notifications so you never miss a live conversation with your favorite thought leaders. Happy listening!
Episodes
Mentioned books
Feb 1, 2025 • 45min
Craig Brockie on Gut Health Challenges, Naturopathic Turnaround, and Embracing Holistic Wellness
Craig Brockie, a naturopathic wellness advocate, shares his journey from chronic health struggles to holistic healing. He challenges the effectiveness of traditional Western medicine, particularly the impact of antibiotics on gut health. Their conversation dives into gut health's link to anxiety and chronic pain, the importance of balanced microbiomes, and dietary changes such as keto and fasting. Brockie also discusses misconceptions in medicine, the benefits of amino acids and natural farming practices, and the growing trend towards integrative health solutions.
Jan 31, 2025 • 48min
Howard Chan on Advanced ETF Insights, Technology Market Shifts, and Strategic Income Generation
In this insightful discussion, Howard Chan, founder and CEO of Kurv Investment Management, delves into advanced ETF strategies and the shift from passive to active investing. He reveals how new regulatory changes lead to innovative, tax-efficient ETFs. Howard discusses the importance of idiosyncratic risk and exploring options-based income strategies, particularly for those nearing retirement. He also highlights the current tech market landscape, examining how ETFs focused on tech giants can offer unique returns while managing risk effectively.
Jan 29, 2025 • 40min
Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends
Mike Larson, Editor-in-Chief at Money Show and seasoned financial analyst, shares insights on bold investment strategies and the shift towards global diversification. He discusses the resurgence of value investing and implications of political policies on U.S. companies. The conversation highlights the upcoming investment conference in Las Vegas, featuring prominent speakers and the evolving landscape of bonds and stocks. Larson emphasizes the importance of education in navigating the gamified trading environment and the potential of small-cap stocks.
Jan 28, 2025 • 37min
Michael Gayed on Reverse Carry Trade Dynamics, AI’s Market Influence, and Independent Investment Strategies
Join a riveting exploration of global markets, focusing on the reverse carry trade and its implications in Japan, revealing potential economic turmoil. The discussion highlights the shifting dynamics between small and large-cap stocks in the wake of AI advancements. A look into the challenges faced by younger investors reveals their craving for high returns amid fluctuating monetary policy. Finally, critical thinking in investing is championed, standing against trends like the YOLO mentality and meme-driven tactics, encouraging innovative strategies.
Jan 26, 2025 • 42min
Michael Gayed on Market Manipulation Myths, Deregulation Impacts, and Strategic Investment Opportunities
Join seasoned analyst Michael Gayed as he challenges conventional views on market manipulation. Discover how liquidity and algorithms shape financial realms. The discussion touches on potential political shifts and their impact on small-cap companies. Explore how sudden market declines can create dollar cost averaging opportunities. Delve into the implications of rising treasury yields and scrutinize the delicate balance of inflation, tariffs, and deregulation. Finally, consider the evolving investment strategies in response to today's unpredictable market.
9 snips
Jan 24, 2025 • 37min
Walter Deemer on Small Cap Potential, Historical Market Parallels, and Navigating Speculative Trends
Walter Deemer, a financial market expert and technical analyst, dives into the dynamics of small-cap stocks versus large caps. He explores the historical parallels with the 1970s and the potential resurgence of small caps. The discussion highlights sector weight differences, speculative behaviors among young traders, and strategies for buying during market dips. Deemer emphasizes the implications of a possible market stagnation and the evolving perceptions of the bond market. Additionally, he analyzes the impact of cryptocurrencies on technical analysis, urging simplicity over complexity in trading.
Jan 23, 2025 • 49min
Nomi Prins on Central Bank Dynamics, Gold Reserves Strategy, and the AI Impact on Commodities Market
Nomi Prins, a former Wall Street senior manager and acclaimed author, dives deep into the dynamics of central banks and their impact on the global economy. She discusses the precarious balance between collaboration and potential collusion among financial powerhouses. The conversation shifts to the rising gold reserves of nations like China and Japan, exploring their strategies amid debt crises. Prins also highlights the transformative role of AI in the commodities market, particularly in energy demands and pricing trends for gold and uranium, offering a glimpse into future market shifts.
Jan 21, 2025 • 52min
Jeff Cullen and Cathy Howse on Dividend Strategies, ETF Insights, and Enhancing Financial Literacy
Join financial veterans Jeff Cullen and Cathy Howse from Schaefer Cullen as they discuss the shift in investing toward dividend strategies with a focus on ETF innovations. Jeff, with over 30 years in the industry, shares insights on the role of dividends in long-term returns. Cathy emphasizes maintaining firm values while navigating growth. They explore the promising outlook for the 2025 market, highlight covered call strategies for additional income, and stress the importance of financial literacy to empower all investors.
8 snips
Jan 20, 2025 • 44min
Jay Hatfield on Deregulation Effects, Strategic Bond Alternatives, and Inflation Risk Management Strategies
In this engaging talk, Jay Hatfield, a Wall Street veteran with 35 years of experience, dives into the effects of deregulation on financial markets and inflation. He reveals hidden investment opportunities linked to credit rating biases and analyzes strategic differences in investment approaches between smaller firms and giants like Goldman Sachs. Jay introduces the BNDS fund as a solid alternative for those seeking steady income. Their discussion also explores the intricate connections between money supply, tariffs, and global economic factors, offering insights ripe for both new and seasoned investors.
Jan 19, 2025 • 43min
Jeff Sarti on Rethinking Diversification, Private Credit Insights, and Behavioral Finance in Investing
Join wealth management expert Jeff Sarti from Morton Wealth as he redefines diversification in investing. He challenges conventional wisdom, advocating for strategic asset selection during downturns. The conversation uncovers the potential of private credit as an alternative to bonds while cautioning about its risks. Sarti also highlights behavioral finance, particularly how familiarity bias, as seen with brands like Apple, can skew investor judgment. The dialogue emphasizes a need for long-term strategies and deeper market understanding amidst current speculative trends.
