Podcast

Lead-Lag Live

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…

Download on the App Store

Already have it? Open in the app

Latest episodes

  1. Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management2 Aug 2026
  2. Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang20 Jul 2026
  3. The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick19 Jul 2026
  4. Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live14 Jul 2026
  5. Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live13 Jul 2026
  6. Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live4 Jul 2026
  7. Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle3 Jul 2026
  8. Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies21 Jun 2026
  9. Phil Wool, Rayliant — Active EM Investing & Factor Strategies21 Jun 2026
  10. Lead-Lag Live: Ross Atefi, Yatra Wealth Design21 Jun 2026