Lead-Lag Live

By Michael A. Gayed, CFA

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 L

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4.6

8888 ratings

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FAQs about Lead-Lag Live:

How many episodes does Lead-Lag Live have?

The podcast currently has 993 episodes available.

Lead-Lag Live episodes:

May 24, 2026 How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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31min
May 24, 2026 KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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30min
May 24, 2026 AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu
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36min
May 03, 2026 The AI Adoption Phase Just Started — And Nobody Is Positioned
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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34min
May 03, 2026 Stagflation Is Back: How Risk Parity Actually Works in 2026
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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28min
May 03, 2026 Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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50min
May 01, 2026 The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive.

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35min
May 01, 2026 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
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
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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
...more
28min
May 01, 2026 Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live
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
...more
52min
May 01, 2026 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
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
...more
33min

FAQs about Lead-Lag Live:

How many episodes does Lead-Lag Live have?

The podcast currently has 993 episodes available.

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