Lead-Lag Live

• Risk, Reward, and Raising $135 Million: The Public Story with Leif Abraham

  The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind the scenes of the five-year journey that's reimagining what an investment platform can be for today's generation of investors.Abraham reveals how Public differentiated itself from day one by focusing on people who want to take their investing more seriously rather than just speculating. The platform's technological innovation extends far beyond its intuitive interface – a custom-built multi-asset ledger enables fractional investing across all asset classes and real-time money movements that legacy platforms simply can't match.Perhaps most fascinating is Public's groundbreaking work with AI through its Alpha tool, which began as an experimental project when OpenAI first released its API. Now fully integrated throughout the platform, Alpha provides contextual insights about market movements, breaks down earnings calls in real-time, and answers specific questions about companies. Unlike generic AI implementations, Public's approach combines GPT's natural language capabilities with proprietary structured financial data, creating what Abraham describes as "We are the brain, and GPT is the face of it."The company recently secured $135 million in funding (bringing their total to over $400 million), which Abraham suggests will likely be their final capital raise as the platform continues expanding its offerings. Public's vision challenges the traditional binary between self-directed and managed investing by creating a spectrum of "guided investing" where users collaborate with intelligent systems to build portfolios that reflect their unique needs.For investors looking to capitalize on the current rate environment, Public has seen growing interest in its bond offerings, particularly simplified "bond accounts" that provide easy access to diversified fixed income exposure without requiring deep expertise in the bond market.Ready to experience the next generation of investing? Visit Public.com to explore their innovative platform that's helping people take a more serious approach to building wealth.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Public and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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• Phoenix Rising: From Rock Bottom to Financial Freedom with Coach JV

  The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal landscape first."When I changed me, the environment changed," Coach JV explains, sharing how he went from selling everything he owned to feed his addiction to completely reinventing himself through spiritual awakening and dedicated personal development. With raw vulnerability, he recounts the pivotal moment when, unable to buy Christmas presents for his three-year-old daughter, he realized he'd hit rock bottom. That crisis became the catalyst for what he describes as the death of John Vasquez and the birth of Coach JV.What makes this conversation so powerful is Coach JV's unflinching honesty about his transformation. Starting as a banker after recovery, he climbed rapidly through the corporate ranks, acquiring the trappings of conventional success—only to discover he was still chasing external validation. A chance conversation with a contented gardener during executive banking school sparked a deeper questioning that led to his true purpose: helping others escape the "just-over-broke" system through financial education and spiritual growth.His perspective on cryptocurrency offers particularly valuable insights. Rather than viewing crypto as a speculative gamble, Coach JV analyzes it through the lens of his banking expertise, identifying coins with genuine utility in the evolving financial infrastructure. He shares his diversification strategy that combines high-growth potential assets with more stable investments like cash-value life insurance, real estate, and dividend-producing stocks.Ready to transform your relationship with money and discover how internal shifts create external abundance? Connect with Coach JV on social media or visit his platforms to learn how you can break free from financial limitations while building a life of genuine purpose and fulfillment.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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  44:10
• Navigating Market Volatility: A Conversation with Wall Street Veteran Jay Hatfield

  Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than representing true inflation.The current market volatility, Hatfield explains, largely reflects normal seasonal patterns during non-earnings periods when high-flying stocks typically experience pullbacks. While acknowledging a potential growth slowdown with Fed policy about "150 basis points too tight," he maintains a bullish long-term outlook on both bonds and stocks, expecting rates to continue dropping as the Fed eventually recognizes the economic deceleration.Hatfield's investment approach emphasizes human intelligence over algorithmic trading – a philosophy he applies across his firm's six ETFs managing $2.6 billion in assets. He articulates clear distinctions between fixed income investment strategies, where active management provides significant advantages through understanding call risk and credit dynamics, unlike equity markets where momentum sometimes prevails. His firm conducts granular analysis of individual securities, even examining specific buildings within REIT portfolios to identify value opportunities where others see only sector-wide challenges.Particularly illuminating is Hatfield's contrarian view on recession dynamics, noting they typically begin with investment declines that impact employment before affecting consumer spending. This framework, combined with his assessment of China's economy continuing to grow at around 5% despite negative narratives, provides investors with valuable perspective for navigating current market conditions.For income-focused investors, Hatfield offers practical insights on preferred securities, bonds, and midstream energy companies, explaining how these complement each other with different risk-volatility profiles while generating reliable income streams in various economic environments. His call-writing strategy for large-cap equities demonstrates how active management can enhance returns when applied with judgment rather than mechanical rules.Human-powered market intelligence, developed through decades of experience and rigorous fundamental analysis, remains Hatfield's core advantage in a world increasingly dominated by algorithms and momentum trading.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Infrastructure Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other mate Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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• Golden Opportunities: Unlocking Potential in Gold Mining with Axel Merk and Peter Schiff

  As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the reasons behind the renewed interest in gold mining stocks, contrasting the performance of larger companies versus promising junior miners.We take you through the upcoming BMO conference, where executives gather to discuss the future of the gold sector—a hotspot for the latest investment opportunities. With insights into recent U.S. gold import data and the implications of political and economic factors, our guests help clarify what investors should watch for moving forward.Join us as we explore the dispersion of returns within the gold mining sector and underscore the importance of active management. We’ll guide you through the complexities of investing in gold and emphasize how macroeconomic trends affect gold prices. It’s a golden opportunity to be informed about an asset that has historically weathered economic storms.Whether you're a seasoned investor or new to the gold game, this episode promises rich insights that could elevate your investment strategy. Tune in, engage with our content, and navigate this intriguing financial landscape with us. Don’t forget to subscribe and share your thoughts!DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Merk Investments and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: AI for BusinessDive into the ever evolving world of AI for Business, where we bring you the latest...Listen on: Apple Podcasts SpotifySupport the show

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  56:01
• Brian Drubetsky: Unlocking Small Cap Potential

  Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetary policy.From analyzing the essential characteristics that can help small-cap stocks thrive, to recognizing the undervalued opportunities in sectors like consumer discretionary and real estate, this episode aims to equip you with the knowledge to recognize and seize upcoming market trends. As we uncover the transformative influence of technology and automation on small caps, listeners will gain a better understanding of how to navigate this often-overlooked segment of the market effectively. Join us as we dissect key questions surrounding the future of small caps, from their historical performance to robust strategies for capitalizing on growth. Don't miss this insightful episode—subscribe, leave a review, and share your thoughts! Your engagement is invaluable as we continue to explore the evolving world of finance together.DISCLAIMER – PLEASE READ: This is a sponsored episode for which Lead-Lag Publishing, LLC has been paid a fee. Lead-Lag Publishing, LLC does not guarantee the accuracy or completeness of the information provided in the episode or make any representation as to its quality. All statements and expressions provided in this episode are the sole opinion of Cullen Capital and Lead-Lag Publishing, LLC expressly disclaims any responsibility for action taken in connection with the information provided in the discussion. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It’s social media with a secret sauce: FOOD! The world’s first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today: Support the show

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