PodcastsBusinessLead-Lag Live

Lead-Lag Live

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

948 episodes

  • Lead-Lag Live

    The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live

    01/05/2026 | 34 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
  • Lead-Lag Live

    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

    01/05/2026 | 32 mins.
    The 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
  • Lead-Lag Live

    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

    01/05/2026 | 27 mins.
    The 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
  • Lead-Lag Live

    Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Futures on Lead-Lag Live

    01/05/2026 | 45 mins.
    KMLM 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
  • Lead-Lag Live

    Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live

    01/05/2026 | 51 mins.
    Consistently 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

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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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