Lead-Lag Live

Michael A. Gayed, CFA
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Lead-Lag Live

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 through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), 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 Michael A. Gayed as he 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 @leadlagreport 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!

  1. 1 DAY AGO

    Pierre Ferragu on AI Wealth Gap Implications, Industry Shifts, and Chip Market Competition Dynamics

    Is AI the new frontier of the wealth gap? Join me and tech industry expert Pierre Ferragu as we unpack this critical question, drawing parallels to the transformative yet divisive technological shifts of the late 1990s. Pierre shares his groundbreaking research on what he provocatively terms "Artificial Stupidity," challenging our assumptions about AI's role in concentrating wealth. Together, we navigate the echoes of history, considering AI's potential to mirror the post-dot-com evolution of...

    47 min

  2. 2 DAYS AGO

    Chris Browne on Democracy-Driven Investment Strategies, Global Market Shifts, and Emerging Opportunities in Democratic Regions

    Unlock the secrets of strategic global investments with our special guest, Chris Browne, the Chief Investment Officer at Democracy Investments. Discover how democracy can shape investment strategies as Chris walks us through his innovative use of the Economist Democracy Index. This approach favors investing in democratic nations like Norway and Japan while underweighting authoritarian regimes such as China and Russia. We explore how this strategy affects industry allocations, like the shift f...

    30 min

  3. 5 DAYS AGO

    Marco Papic on Geopolitical Trilemmas, Fiscal Policies Impact, and Navigating Investment Challenges

    Discover the intricate dance between geopolitics and investment strategies with our esteemed guest, Marco Papic, a seasoned expert in the field. Our conversation unravels how fiscal policies and international tensions shape financial markets, especially in the context of the U.S. and its evolving relationship with major powers like China and Russia. Marco introduces the concept of a geopolitical trilemma, presenting the multifaceted challenges faced by policymakers today and their ripple effe...

    43 min

  4. 20 NOV

    Fiscal Dominance Challenges, Bitcoin and Gold Market Dynamics, and the Impact of High-Interest Rates on Monetary Policy Strategies

    Renowned macro analyst Lyn Alden and several others joins us to unravel the intricate world of fiscal dominance affecting major economies like Japan and the U.S. Can massive public debts really constrain monetary policy's effectiveness? By analyzing Japan’s towering debt-to-GDP ratio, we explore the knock-on effects in sectors such as Social Security and defense. Lyn provides a comprehensive look at the future of fiscal dominance and the potential parallels with the U.S. scenario, making a bo...

    1h 10m

  5. 17 NOV

    James Fishback on Rethinking Quotas, Retail Investing Impact, and Advocating Meritocracy in Business Practices

    Join us as we challenge the status quo with James Fishback, founder of Azoria Partners, as he questions whether racial and gender quotas in hiring are truly beneficial for businesses. James shares his journey in the investment world and his dedication to crafting affordable investment opportunities for everyone, while celebrating the power of retail investors who are reshaping the financial landscape. Discover how these retail investors are using trend-spotting savvy to rival traditional Wall...

    48 min

  6. 16 NOV

    Matt Markiewicz on Leveraged ETF Strategies, Market Volatility Cautions, and Long-Term Investment Horizons

    Discover the complex world of leveraged and inverse ETFs with Wall Street veteran Matt Markiewicz from TradrETFs, who brings 27 years of industry insight to the table. Get ready to unravel the intricacies behind these financial instruments designed for short-term amplified returns, and understand why they may not be the best fit for long-term investments. Matt, with his extensive experience at iShares and beyond, shares how smaller players like TradrETFs navigate a space dominated by giants l...

    34 min

  7. 15 NOV

    Phil Wool on Emerging Market Anomalies, Quantamental Strategies, and Active vs Passive Investment Dynamics

    Uncover the secrets behind the world's most dynamic markets with Phil Wool, the head of portfolio management and chief research officer at Rayliant Global Advisors. Navigate the intriguing differences between developed and emerging markets, and learn how Rayliant Global Advisors leverages behavioral finance and market anomalies to craft innovative strategies. Phil Wool shares his deep expertise, focusing on how these anomalies present unique opportunities, particularly in markets where retail...

    50 min

  8. 14 NOV

    Russell Tencer on Leveraged ETF Innovations, Tesla and Nvidia Trading Strategies, and Emerging Market Applications

    Could leveraging new ETFs revolutionize your investment strategy? Join us as we promise to unpack innovative leveraged ETF strategies with Russell Tencer, President of AXS Investments. We dissect the limitations of conventional daily reset leveraged ETFs and how they sometimes fall short for long-term performance. Discover the game-changing potential of calendar reset leveraged ETFs, designed to offer sustained leverage over longer periods. These products could be a crucial tool for financial...

    19 min
See All (705)

About

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 through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), 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 Michael A. Gayed as he 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 @leadlagreport 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!

Information

  • Creator
    Michael A. Gayed, CFA
  • Years Active
    2022 - 2024
  • Episodes
    705
  • Rating
    Clean
  • Copyright
    © 2024 Lead-Lag Publishing, LLC
  • Show Website
    Lead-Lag Live

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