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 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.
Dec 12, 2024 • 50min
Fabio Ruggeri on Modern Market Strategies, Options Trading Evolution, and Democratizing Data Analysis Tools
Join Fabio Ruggeri, a former Bloomberg pro and AI-driven finance innovator, as he explores the shift from traditional analysis to alternative data in market strategies. Discover how the pandemic and credit crisis spurred the rise of options trading among retail traders, transforming market dynamics. Fabio shares insights on tools like MenthorQ designed to simplify complex data analysis for traders. He also discusses innovations in risk management and the importance of community engagement in making trading more accessible than ever.
15 snips
Dec 11, 2024 • 49min
Porter Collins on Political Impact Strategies, Market Volatility Insights, and Asymmetric Investment Opportunities
Porter Collins, celebrated for his role in 'The Big Short', shares provocative insights on navigating investments in a politically influenced market. He discusses the volatility fostered by political shifts, with a focus on potential strategies under a Trump administration. The conversation tackles the implications of military and immigration policies on investments, as well as the future of corporate taxation. Porter also examines the lessons from the 1970s regarding inflation and how it shapes current investment opportunities in gold and Bitcoin.
Dec 10, 2024 • 52min
Hal Lambert on Deregulation's Economic Impact, MAGA ETF Insights, and Corporate Political Strategies
In this engaging discussion, Hal Lambert, founder of Point Bridge Capital and creator of the MAGA ETF, explores how deregulation could fuel economic growth, especially in a possible second Trump administration. He sheds light on conservative investment strategies, highlighting the ETF's focus on mid-cap stocks and minimal tech exposure. Lambert also discusses the shifting dynamics in corporate America, the impact of political scrutiny on tech giants, and the evolving landscape of healthcare and investment opportunities. Tune in for these insightful perspectives!
Dec 8, 2024 • 52min
Matt Markiewicz and Paul Schatz on Leveraged ETF Tactics, Market Downturn Strategies, and Benchmark Outperformance Challenges
In this engaging discussion, Matt Markiewicz, the Head of Product and Capital Markets at Tradr ETFs, and Paul Schatz, President of Heritage Capital, dive deep into leveraged ETFs and market strategies. They unpack the complexities of daily resets and compounding effects that often confuse investors. The duo shares tactics for asset allocation during downturns, emphasizing proactive risk management. They also explore the challenges of outperforming benchmarks like the S&P 500 and offer practical tips to navigate current market trends, equipping listeners with valuable insights.
Dec 7, 2024 • 52min
Jason Hsu on Smart Beta Strategies, China's Market Considerations, and Investment Opportunities in Japan
In a captivating discussion, Jason Hsu, co-founder of Research Affiliates and founder of Rayliant Global Advisors, shares insights on smart beta strategies and international markets. He examines how index investing is reshaping market efficiency and delves into the complexities of investing in emerging markets like China. Jason advocates for a new classification for China, highlighting its potential amidst volatility. He also uncovers promising investment opportunities in Japan, emphasizing the revival of mid and small-cap companies. A must-listen for savvy investors!
