Lead-Lag Live

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs can be leveraged to balance exponential growth with sustainable returns. This episode promises to equip you with a strategic, risk-aware approach that navigates the volatile markets of today with confidence and foresight.Join us as we challenge the misconception that large-cap growth portfolios provide adequate diversification. With 60% of SCHG concentrated in a mere handful of tech giants, there's a whole world of mid-cap investments that are often overlooked. Drawing from Invesco's research, we delve into the potential of mid-caps, which have historically outperformed their larger counterparts. We make the case for active management, an approach that not only distinguishes between various market capitalizations but also steers clear of unprofitable companies, ensuring the preservation and growth of your wealth over the long term.Finally, we explore the power of quantitative investment strategies. Discover how a rules-based, unemotional approach to investing can provide stability, reduce volatility, and serve as a foundational element of your portfolio. From the promising undervaluation of mid-cap stocks to the impact of emerging technologies like AI, we cover it all. Seth and I dissect the current market dynamics and offer practical strategies for financial advisors seeking an efficient growth style. By balancing growth and value, our conversation offers a roadmap to constructing a portfolio that stands the test of time, acting as a reliable anchor in a sea of market fluctuations.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Running Oak and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.This Mother’s Day, give a gift that is truly special—one that captures memories, preserves love, and lasts for generations. With TellMel.AI, you can turn your cherished stories into a timeless keepsake. It’s simple and heartfelt. This Mother’s Day, give more than just a gift—give the magic of storytelling, a legacy that will be cherished for generations. Start today at TellMel.AI.  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

Join Sal Gilberti, Founder of Tucrium and expert in agricultural commodities, as he delves into the fascinating world of agricultural market dynamics. He discusses how unpredictable weather and geopolitical events, like the Russia-Ukraine conflict, dramatically affect prices of key crops such as corn and wheat. Sal offers insights on effective investment strategies, the role of inflation, and the increasing appeal of multi-commodity ETFs. With a focus on market trends and diversification, he provides actionable advice for savvy investors navigating this complex landscape.

Craig Shapiro, a seasoned hedge fund expert and macro strategist at the Bear Traps Report, dives into the current landscape of Federal Reserve policies and their effects on markets. He passionately discusses the impact of AI on finance and rising trends in zero data expiry options. Shapiro sheds light on gold's role as a hedge amid uncertainty and examines Bitcoin's potential as an alternative store of value. The conversation also touches on geopolitical turbulence, the future of emerging markets, and the ever-evolving strategies of institutional investors.

Join Matt O'Brian, an Analyst at Dynamic Wealth Group, as he shares his expertise on navigating today's shifting financial landscape. He dives into the importance of true diversification and the risks of market concentration, particularly in tech. O'Brian discusses innovative mutual fund strategies that embrace global macro hedge fund tactics, highlighting their advantages over traditional ETFs. The conversation also emphasizes the necessity of flexible portfolio management and understanding market psychology to thrive amid volatility.

In this engaging discussion, Chris Getter, a portfolio manager at Simplify, and Anupam Ghose, founder of System 2 Advisors, dive into India's economic evolution. They trace the country’s shift from socialist roots to economic liberalization in the 1990s, underlining the pivotal role of the IT sector. A youthful population gives India a unique demographic advantage over China. The guests also unpack investment strategies tailored for India’s burgeoning market, highlighting challenges and opportunities in the ETF landscape, and the distinct factors driving India's consumption-driven economy.

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.

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.

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.

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.

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.