Lead-Lag Live Michael A. Gayed, CFA

Curious about the behind-the-scenes world of financial journalism? Join us as we sit down with Janet Alvarez, host of SiriusXM's Business Briefing, who shares her compelling journey from print journalism to radio. Janet highlights the different skill sets required for each medium and the importance of curiosity and analytical thinking. Together, we navigate the evolution of business journalism and the often-overlooked influences of political climates and editorial biases that shape the storie...

What if the impressive performance of a few semiconductor giants is masking the true health of the entire sector? Join us for an engaging conversation with Michael Gayed from The Lead-Lag Report. We'll dissect how ETFs heavily weighted by companies like NVIDIA and Taiwan Semiconductor can create a distorted picture of industry strength. Michael will guide us through the importance of examining all stocks within a sector to get a genuine understanding of market dynamics and stock performance.I...

Is the current bull market too good to be true? Join me as I unpack the deceptive nature of this market rally . I dive into startling data from the Russell 3000 index, showing that a staggering 70.4% of its stocks are trading below their 2021 highs, even as the S&P 500 hits new peaks. I draw eerie parallels to the dot-com bubble of 1999, where a few select stocks soared while many others lagged behind, raising serious questions about the sustainability of today's market. The concentrated ...

What if space mining could revolutionize our energy and commodity security? Join us on the Lead Lag Report as we welcome Brandon Weichert, a renowned national security analyst and author, to break down the complex world of energy, commodity security, and geopolitical economics. With an extensive background from his work with the National Interest and the Pipeline, Brandon brings unparalleled insights into how global warming policies and the Biden administration's domestic energy regulations a...

What happens when private equity infiltrates the world of business? Join us as we uncover the truth with Gretchen Morgenson, a veteran financial journalist who transitioned from stockbroker to investigative reporter. Gretchen shares her unique journey and provides a deep dive into the evolution of financial journalism. We discuss how the democratization of the stock market has changed the landscape and the critical challenges posed by a decline in investigative reporting.In this thought-provo...

What happens when a former military intelligence officer decides to navigate the intricate world of gold and precious metals? Join us as Christopher Aaron reveals his extraordinary journey from the battlegrounds of Afghanistan and Iraq to becoming a savvy market analyst. Christopher's personal anecdotes shed light on the flaws of mainstream narratives and the power of precise technical analysis in understanding market trends. He emphasizes the significance of price as a true market indicator ...