Lead-Lag Live

Michael A. Gayed, CFA
  • 4.6 (89)
  • INVESTING
  • UPDATED DAILY

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!

  1. 10H AGO

    Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle

    In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-hold strategies may struggle in a market defined by faster cycles, rising volatility, and structural change. From the rise of zero-day options to the importance of tactical exposure, tail hedging, and trend following, Babij explains how portfolios can be designed to survive growth, recession, inflation, and deflation without relying on predictions. In this episode: – Why buy and hold may no longer deliver the same results – How zero-day options are changing market behavior – The difference between prediction and probability-based investing – Why tactical and non-correlated strategies matter more now – How to construct portfolios that adapt across market regimes Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    13 min

  2. 5D AGO

    The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio

    Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Alex Shahidi, CO-CIO at Evoke Advisors, to break down what risk parity really is and why traditional frameworks like 60 40 may leave investors exposed. Shahidi explains how growth and inflation cycles historically drive long term returns, why diversification is often misunderstood, and how a true balanced allocation uses equities, commodities, gold, treasuries, and inflation linked bonds to weather very different market regimes. He also discusses the philosophy behind the RPAR Risk Parity ETF and why more advisors are reconsidering how they approach portfolio construction. In this episode: Why most portfolios are less diversified than investors thinkHow growth and inflation surprises drive major market cyclesThe role of commodities, gold, and inflation linked bonds in a balanced allocationWhy equal risk contribution matters more than traditional 60 40 mixesHow advisors can use risk parity to build more resilient portfoliosLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #Investing #PortfolioStrategy #GlobalMarkets #RiskManagement #MacroTrends #AssetAllocation #Finance #MarketOutlook #ETFStrategies Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    21 min

  3. DEC 16

    The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing

    In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transforming retail investing, brokerage platforms, and portfolio construction. From AI-powered research to custom-built indexes and the rise of agentic brokerage, Sikes explains how new tools are giving individual investors access to capabilities once reserved for institutions and what risks and responsibilities come with that shift. In this episode: – How AI research tools are changing how retail investors analyze stocks – What it means to build custom indexes using natural language – The rise of agentic brokerage and automated portfolio management – Where AI can help investors and where human judgment still matters – Why the next generation of brokerages may look nothing like the last Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    17 min

  4. DEC 15

    The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call

    In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advisor growth: knowing who is researching you before they ever reach out. From intent data and website visitor identification to compliant AI-driven outreach, Barrasso explains how advisors can stop wasting marketing spend and start engaging prospects at the exact moment they are actively looking for help. In this episode: – Why over 90 percent of advisor website traffic disappears without a trace – How intent data reveals who is actively researching wealth management topics – The difference between cold prospecting and warm, high-probability outreach – How AI can personalize compliant emails at scale for advisors – Why better data changes how advisors grow in a competitive market Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #WealthManagement #FinancialAdvisors #AI #MarketingStrategy #FinTech #DigitalMarketing #Markets Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    19 min

  5. DEC 11

    Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs

    Emerging markets are changing fast. Old economy sectors like banks and energy no longer define the space. Instead, growth is being driven by internet platforms, tech enabled consumer companies, and new economy business models reshaping how investors approach EM exposure.  In this Lead-Lag Deep Dive, Melanie Schaffer sits down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down how this transformation is unfolding and what investors need to understand about both broad EM strategies and single stock levered ETFs. Ahern explains the mechanics of daily leveraged ETFs, why fundamentals for companies like Alibaba, Mercado Libre, Pinduoduo, JD and others may be misunderstood, and how concentrated growth exposure differs from traditional EM allocations. He also discusses how investors should think about volatility, sizing, and the macro factors that create both opportunity and risk across emerging markets. In this episode: - How single stock levered ETFs actually work and why daily resets matter - Why EM fundamentals are shifting toward internet platforms and tech enabled services - The temptation and the risk in overweighting individual EM growth names - How KWEB and KEMQ isolate growth that broad EM indices miss - How to size and risk adjust aggressive EM exposures inside a diversified portfolio Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. #LeadLagLive #EmergingMarkets #Stocks #Investing #TechGrowth #ETFStrategies #MarketOutlook #Finance #MacroTrends Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    12 min

  6. DEC 9

    The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape

    Short term yields have shifted, liquidity matters more than ever, and investors are rethinking how to manage cash efficiently. In this Lead-Lag Deep Dive, Melanie Schaeffer sits down with Aram Babikian to break down the purpose of TRSY, why its structure is different from traditional cash vehicles, and how investors are using it in today’s rate environment. They explore why liquidity, cost, and transparency are shaping cash decisions, how TRSY compares to CDs, money markets, and ultra short bond funds, and what its treasury-only structure means for both risk and potential tax advantages. Babikian also explains how the short duration profile, competitive expense ratio, and intraday tradability create flexibility for investors who need cash options without sacrificing yield. In this episode: • Why TRSY offers a different approach to short term cash management • How intraday liquidity can help investors react to market volatility • How expense ratios impact yield preservation in a higher rate world • Key differences between TRSY, CDs, money markets, and ultra short bond funds • The potential tax benefits tied to treasury backed income Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    10 min

  7. DEC 8

    Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture

    In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transform fertilizer security for Brazil and shift the balance of power in global agriculture. From navigating permits and construction milestones to securing long-term offtake agreements for more than 90 percent of expected production, Simpson explains how domestic potash supply could reduce Brazil’s reliance on imports and strengthen global food stability at a time when commodity markets remain volatile. In this episode: – Why fertilizer supply is tightening as global agriculture demand accelerates – How domestic Brazilian potash could reduce geopolitical and logistics risk – What the Autazes project means for future pricing, imports, and food security – How infrastructure partnerships are cutting project Capex and speeding timelines – Why growth in fertilizer demand could reshape commodities in 2025–2027 Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise. Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Support the show

    10 min

  8. DEC 4

    Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom

    In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversation on weekly dividends, options-based income ETFs, yield strategies, and the rise of “living free from your brokerage account.” Featuring leaders from across the ETF and income-investing world, this session dives into: Why weekly dividend ETFs have exploded in popularityThe psychology behind income now vs long-term growthHow YieldBoost works — and how it differs from traditional covered callsMyths and misunderstandings about options-based incomeHow creators and investors actually use weekly distributionsGlobal demand for passive-income toolsHow income ETFs behave in a rate-cutting cycleNew launches from GraniteShares, including semiconductors & gold minersIf you’re looking to build income, understand the mechanics of modern ETF strategies, or learn from creators who have built massive communities in this space — this conversation is packed with practical insight. #GraniteShares #YieldBoost #Dividends #ETFs #Investing Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEsSpotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V  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

    35 min
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4.6
out of 5
89 Ratings

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 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!

Information

  • Creator
    Michael A. Gayed, CFA
  • Years Active
    2022 - 2025
  • Episodes
    882
  • Rating
    Clean
  • Copyright
    © 2025 Lead-Lag Publishing, LLC
  • Show Website
    Lead-Lag Live

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