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
Dec 28, 2024 • 46min
Robin Wigglesworth on Bond Market Volatility, European Financial Optimism, and Central Bank Roles in Market Stability
Robin Wigglesworth, editor of FT Alphaville and author of a book on index funds, delves into the world of bond market volatility and its implications. He discusses the recent turbulence in U.S. Treasury yields and how bonds serve as indicators of systemic risks. The conversation highlights the disparity between U.S. and European markets, particularly in the context of potential political changes, and raises concerns over inflation and private credit. Optimism surfaces in Europe and Japan, hinting at shifting financial landscapes despite historic challenges.
Dec 25, 2024 • 57min
Howard Chan on Balancing Income and Growth, Democratizing Investment Strategies, and Tax-Efficient Yield Premium ETFs
Join Howard Chan, the founder and CEO of Kurv Investment Management, as he unpacks the nuances of balancing income and growth in investment portfolios. Discover how recent SEC rule changes are making sophisticated, tax-efficient strategies accessible through ETFs. Howard discusses an innovative yield premium ETF that transforms tech stock volatility into steady income, ideal for retirees. He also sheds light on momentum-weighting strategies and covered call writing, revealing how these methods reduce risk while keeping growth potential alive.
Dec 23, 2024 • 43min
Darius Dale on Revolutionary Macro Risk Approaches, Market Timing Momentum, and Implications of Fiscal Policy Dynamics
Darius Dale, the founder of 42 Macro and a leading figure in institutional macro risk management, shares his innovative strategies for navigating macroeconomic challenges. He argues that traditional market approaches are outdated and emphasizes the importance of real-time observations. The discussion covers the potential risks of an 'equity winter', the dynamics of fiscal policy, and how momentum plays a crucial role in market timing. Darius also explores the complexities of inflation and the evolving nature of risk management in today's financial landscape.
Dec 20, 2024 • 37min
Michael Kramer on Navigating Stock Market Paradoxes, Global Valuation Trends, and Strategic Investment Insights
Michael Kramer, founder of Mott Capital, dives into the perplexing world of stock market highs amid falling earnings. With a rich background in trading and portfolio management, he discusses the DAX and S&P 500 indices defying expectations. He emphasizes the impact of global valuations, questioning the sustainability of high profit margins. Their conversation also touches on cryptocurrency dynamics and the potential role of economic revitalization under new leadership, blending strategic long positions with bearish insights to navigate the current financial landscape.
Dec 19, 2024 • 41min
Jay McAndrew and Nicole Vance on Municipal Bond Strategies, Chicago's Financial Insights, and Tax-Exempt Investment Opportunities
Join Jay McAndrew, an ETF specialist at Columbia Threadneedle, and Nicole Vance, a client portfolio manager specializing in municipal bonds, as they dive into the intricate world of municipal bond investing. They challenge Chicago's conventional financial ratings and share fascinating insights into navigating fiscal complexities post-election. Nicole reflects on her journey in fixed income while discussing promising tax-exempt investment opportunities. Explore strategies for high-yield municipals, the benefits of ETFs, and the role of technology in enhancing credit analysis.
Dec 18, 2024 • 45min
Michelle Connell on Alternative Investment Strategies, Small-Cap Market Insights, and the Art of Financial Storytelling
Join Michelle Connell, a seasoned portfolio manager specializing in alternative investments for foundations and high-net-worth clients. She shares insights on navigating the volatile small-cap market and the importance of diligent research. Michelle discusses the complexities of private credit and the significance of selecting the right managers. With personal anecdotes illustrating key investment lessons, she emphasizes the power of storytelling in finance and the vital role of financial advisors in steering through market challenges.
Dec 17, 2024 • 27min
Michael Gayed on 2025 Market Predictions, Cryptocurrency vs Gold Dynamics, and Strategic Investment Opportunities
Michael Gayed, a renowned market analyst and Publisher of The Lead-Lag Report, joins David Lynn to dive into the dynamics shaping future investments. They discuss how a potential Trump presidency might alter market landscapes in 2025. The conversation explores the tug-of-war between cryptocurrencies like Bitcoin and traditional assets such as gold, alongside the role of liquidity shifts. Gayed also sheds light on small-cap stocks, speculative trading trends, and the global implications of Bank of Japan interest rate changes, offering a multi-faceted investment outlook.
Dec 16, 2024 • 15min
Mike Larson on Market Trend Predictions, Gold Investing Insights, and Money Show Conference Highlights
Dive into the vibrant world of investment insights from a renowned conference, showcasing its evolution from San Francisco to major cities. Hear predictions from market expert Mike Larson and insights from gold investors Peter Schiff and Brian London. Explore the meticulous planning behind high-profile events and their alignment with current financial trends. Discover the vibrant networking atmosphere that fosters connections and insights. Plus, enjoy a personal narrative that reveals one journey from intern to industry expert in the financial realm.
Dec 15, 2024 • 49min
Meet Kevin on Deflationary Trends, Investment Strategies, and the Impact of Future Trump Policies
Meet Kevin, a renowned entrepreneur and YouTuber celebrated for his real estate acumen, dives into the nuances of a deflationary economy shaped by potential Trump policies and Biden's Inflation Reduction Act. He shares strategies for investing in uncertain times, identifying undervalued assets, and upcoming opportunities in stocks like Enphase and AI firms. The conversation also explores the challenges Tesla faces in Full Self-Driving tech and the implications of seismic shifts in AI and crypto, alongside Kevin's innovative real estate venture, HouseHack.
Dec 14, 2024 • 37min
Seth Cogswell on Family Legacy Strategies, ETF Launch Insights, and Efficient Growth Tactics
Seth Cogswell, the founder of Running Oak Capital, shares insights from his unique investment journey inspired by his father's strategies. He discusses the launch of his ETF, RUINN, emphasizing efficient growth while managing risks. Seth reveals his methods for identifying undervalued companies and leveraging market inefficiencies. He underscores the importance of diversification and disciplined valuation criteria to safeguard against downturns. Tune in for a thoughtful exploration of family legacy and proactive financial strategies that drive standout returns.
