Lead-Lag Live
Subscribe in ParasocialFree on the App Store for iPhone, iPad and Mac. No subscription. Once it is installed, tap this link again and the show is yours. Already have it? Open in Parasocial.
About
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 betw...
Also on
Recent episodes
- Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years
- Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management
- Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
- The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick
- Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live
- Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live
- Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026
- Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live
- Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle
- Phil Wool, Rayliant — Active EM Investing & Factor Strategies