In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where low-quality, high-debt companies are outperforming — and why that may be setting up one of the biggest long-term buying opportunities in years.

From zombie stocks to the passive investing paradox, Seth breaks down why common-sense investing has vanished from today’s markets — and how his “buy low, sell high” discipline at Running Oak is bringing it back.

In this episode:
– Why profitable, high-quality companies are lagging speculative names
– What the “buying a Lexus for the price of a Camry” moment means for investors
– How passive flows have hollowed out the core of the market
– Why most portfolios no longer follow the buy-low, sell-high principle
– The mission behind Seth’s new educational series Not So Passively Aggressive

Lead-Lag Live brings you inside conversations with the financial thinkers who shape markets. Subscribe for interviews that go deeper than the noise.

 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