PodcastsBusinessLead-Lag Live

Lead-Lag Live

Michael A. Gayed, CFA
Lead-Lag Live
Latest episode

939 episodes

  • Lead-Lag Live

    Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks

    05/04/2026 | 58 mins.
    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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  • Lead-Lag Live

    Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated

    05/04/2026 | 40 mins.
    Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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  • Lead-Lag Live

    Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally

    05/04/2026 | 54 mins.
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  • Lead-Lag Live

    The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026

    05/04/2026 | 1h
    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
  • Lead-Lag Live

    Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell

    01/04/2026 | 51 mins.
    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

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About 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 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.
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