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
7 snips
Jan 1, 2025 • 49min
Kevin Bambrough on Stress Management Techniques, Mitochondrial Optimization, and Achieving Peak Performance through Passion and Purpose
Kevin Bambrough, a finance and private equity expert, shares his inspiring transformation from a high-powered career to prioritizing well-being. He discusses the critical link between stress management and health, driven by a life-altering experience. Kevin dives into the science of mitochondria, revealing how to enhance mental and physical performance. He emphasizes the role of purpose and passion in achieving peak performance and reflects on creating positive feedback loops for personal growth, ultimately guiding listeners toward self-discovery and fulfillment.
Dec 31, 2024 • 51min
Axel Merk on Strategic Gold Investments, Risk Management Nuances, and AI's Role in Future Forecasting
Join Axel Merk, Founder and CIO of Merk Investments, as he shares his expertise in gold and risk management. He discusses the transition from tech investments to managing $1.6 billion in gold assets, offering insights into the nuances of hedging. Axel highlights the psychological aspects of investing during downturns and the strategic role of gold in economic instability. He also examines the impact of fluctuating energy costs on gold mining and delves into the exciting potential of AI in future investment forecasting.
Dec 30, 2024 • 41min
Meb Faber on ETF Fund Strategy Mastery, Tax-Efficient Investment Insights, and Global Market Dynamics
Meb Faber, Founder and CIO of Cambria Investment Management, shares his expertise on ETF fund strategies and tax-efficient investing. He dives into the shift from mutual funds to ETFs, emphasizing innovative approaches like open enrollment for new funds. Meb discusses the benefits of shareholder yield and details the unique 351 exchange for tax optimization. He also unveils plans for a global endowment-style ETF and offers insights on navigating market volatility, including the stark differences between U.S. and foreign stocks.
Dec 29, 2024 • 46min
Seth Cogswell on Fiduciary vs Asset Gathering Roles, Mid-Large Cap Stock Opportunities, and Rules-Based Investment Strategies
Seth Cogswell, founder of Running Oak and a proponent of rules-based investment strategies, dives deep into the distinction between fiduciary advisors and asset gatherers. He reveals the importance of genuine financial stewardship and client relationships in investment management. The conversation also highlights the untapped potential of mid-large cap stocks and the pitfalls of emotional trading. With insights on disciplined investment strategies, Seth equips both advisors and investors with tools for sustainable growth amid market fluctuations.
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.
