Podcast
Lead-Lag Live
Hosted by Michael A. Gayed, CFA · EN
Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing.
Hosted by Michael A. Gayed, CFA — publisher of The Lead-Lag Report and a widely followed voice on macro strategy — each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets.
Every week, we go deep on the themes that matter most: macro trends, interest rates and Fed policy, equity and bond markets, ETF strategies, geopolitical risk, asset allocation, commodities, currencies, and the interplay between risk-on and risk-off positioning.
Whether you manage billions or are just getting started, Lead-Lag Live delivers actionable analysis and frameworks you can use — not surface-level market commentary.
Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion.
Subscribe now and follow @leadlagmedia on X for upcoming live events.
22episodes
Episodes
Newest firstAll episodes
The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live
4w ago00:34:01Tap to summarize 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
Transcribe →Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live
4w ago00:51:58Tap to summarizeConsistently Not Stupid: Why Boring Compounders Win When Chaos Reigns joins Michael A. Gayed, CFA to discuss consistently not stupid: why boring compounders win when chaos reigns. Topics covered in this episode: - Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns - Market insights from Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns - Practical takeaways for listeners GUEST: Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-Lag Live
4w ago00:43:38Tap to summarizeKSPY & China joins Michael A. Gayed, CFA to discuss lead-lag live: brendan ahern, kraneshares — kspy & china. Topics covered in this episode: - Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China - Market insights from KSPY & China - Practical takeaways for listeners GUEST: KSPY & China --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →The Rise of the Machines: Humanoids, AI, and the New Global Arms Race | The Rise of the Machines: Humanoids, AI, and the New Global Arms Race on Lead-Lag Live
4w ago00:32:57Tap to summarizeThe Rise of the Machines: Humanoids, AI, and the New Global Arms Race joins Michael A. Gayed, CFA to discuss the rise of the machines: humanoids, ai, and the new global arms race. Topics covered in this episode: - The Rise of the Machines: Humanoids, AI, and the New Global Arms Race - Market insights from The Rise of the Machines: Humanoids, AI, and the New Global Arms Race - Practical takeaways for listeners GUEST: The Rise of the Machines: Humanoids, AI, and the New Global Arms Race --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire | The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire on Lead-Lag Live
4w ago00:27:37Tap to summarizeThe 60/40 Portfolio Is Dead: Risk Parity in a World on Fire joins Michael A. Gayed, CFA to discuss the 60/40 portfolio is dead: risk parity in a world on fire. Topics covered in this episode: - The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire - Market insights from The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire - Practical takeaways for listeners GUEST: The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Futures on Lead-Lag Live
4w ago00:45:54Tap to summarizeKMLM Managed Futures joins Michael A. Gayed, CFA to discuss lead-lag live: luke oliver, kraneshares — kmlm managed futures. Topics covered in this episode: - Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures - Market insights from KMLM Managed Futures - Practical takeaways for listeners GUEST: KMLM Managed Futures --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk Parity ETF on Lead-Lag Live
4w ago00:28:16Tap to summarizeRPAR Risk Parity ETF joins Michael A. Gayed, CFA to discuss lead-lag live: alex shahidi, evoke advisors — rpar risk parity etf. Topics covered in this episode: - Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF - Market insights from RPAR Risk Parity ETF - Practical takeaways for listeners GUEST: RPAR Risk Parity ETF --- Subscribe on YouTube: https://youtube.com/@leadlagmedia Host: Michael A. Gayed, CFA Lead-Lag Live brings on top investors, traders, and economists to discuss the most pressing issues in markets. Disclaimer: This podcast is for educational purposes only and does not constitute investment advice. 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
Transcribe →This ETF Lets You Buy SpaceX and Anthropic Right Now
Apr 1300:20:08Tap to summarizeSupport the show
Transcribe →Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
Apr 500:54:13Tap to summarizeSupport the show
Transcribe →Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
Apr 500:58:35Tap to summarize 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
Transcribe →