Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides
During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now.From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can navigate a slowing economy without overreacting.In this webinar:– Why BLS jobs data is unreliable in a real-time economy– How bond markets are signaling deeper Fed cuts ahead– The case for small caps and REITs into year-end– Where to find yield with less downside risk– Why tariffs are a distraction compared to Fed policy tighteningLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive#JobsReport #FedCuts #SmallCaps #REITs #BondMarketStart 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. 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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41:35
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41:35
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End
In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data.With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and portfolio allocation as volatility looms into the fall.In this episode:– How Powell’s “data dependent” tone shapes the Fed’s path– Why CPI vs PPI is creating mixed signals for inflation– The growth vs value dilemma in equity positioning– Credit and consumer data showing cracks beneath the surface– Why bonds offer a rare generational opportunity todayLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #Fed #Inflation #Rates #Markets #BondsStart 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
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14:44
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14:44
Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss
In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets.From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wrong places.In this episode:– Why headline EM returns can mask strong tech-led performance– How stripping out banks/energy/SOEs changes the EM picture– What a weaker dollar means for global rebalancing out of U.S. equities– Where growth actually lives: names like TSMC, Alibaba, Tencent, Mercado Libre– How to think about EM “growth factor” exposure alongside broader EM allocationsLead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.#LeadLagLive #EmergingMarkets #Investing #GlobalEquities #USDollarStart 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
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16:31
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16:31
Weekly Payouts from Volatility? Will Rhind on GraniteShares YieldBOOST ETFs
In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a strategy designed to generate high weekly distributions by selling options on volatile assets like Tesla, Bitcoin, and Coinbase.We break down how these funds work, the real risks behind the high yields, and why demand for weekly-paying income ETFs is surging in today’s market.In this episode:- How Yield Boost ETFs generate double, and triple-digit yields- Why buying downside protection makes this different from traditional covered calls- What NAV erosion is —and how these ETFs mitigate it- Weekly distributions explained: frequency, payouts, and investor demand- What’s next in the Yield Boost lineup, and how you can follow the latest launchesLead-Lag Live brings you inside conversations with top financial minds shaping markets in real time.Subscribe for more interviews, insights, and raw takes that cut deeper than the headlines.#LeadLagLive #GraniteShares #WillRhind #ETFs #OptionsTrading #WeeklyIncome #YieldBoost #IncomeInvesting #Bitcoin #Tesla #CoinbaseStart 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
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10:27
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10:27
Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next
In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market momentum.From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the next correction may be bigger than it looks.In this episode:– Why today’s market strength is more fantasy than fact– The hidden risks built into passive strategies– The destabilizing role of concentrated index flows– How Fed stimulus has delayed, not eliminated, downside risk– Why mid- and small-cap names matter when the narrative shiftsLead‑Lag Live brings you inside conversations with the financial thinkers who shape markets.Subscribe for interviews that go deeper than the noise.#LeadLagLive #Markets #Investing #SethCogswell #PassiveInvesting #MarketFragility #RunningOakStart 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
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!
Ireland