Lead-Lag Live
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 through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), 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 Michael A. Gayed as he 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 @leadlagreport 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!
Show episodes
Sal Gilberti on Trade Tariffs Impact, Agricultural Subsidies Dynamics, and China's Role in Global Commodities Markets
What if trade tariffs could completely transform global markets? Join me and Sal Gilberti, CEO of Teucrium and a seasoned commodities expert, as we unpack the profound implications of the tariffs instated during the Trump era. From soybeans to seafood, these policies have redefined purchasing trends, sparking a mix of
Andrew O'Connell on Trading Challenges, Technical Analysis Insights, and the Impact of Social Media on Retail Investing Strategies
Andrew O"Connell"s journey from a tennis-loving non-target school graduate to a formidable force in the trading world is nothing short of inspiring. His story paints a vivid picture of resilience, as he climbed the ranks at Vanguard Group only to face a career-defining setback that redirected his path towards full-time
Alex Shahidi on Risk Parity Investing, Portfolio Diversification Strategies, and Mitigating Market Volatility
Unlock the secrets to crafting a truly balanced investment strategy that withstands the test of time and market volatility. Join us for an insightful episode with Alex Shahidi from Evoke Advisors as we dissect risk parity investing and its potential to revolutionize traditional portfolio strategies. Discover how this a
Laks Ganapathi on Short Selling Tactics, Management Quality Pitfalls, and Political Shifts Impacting Investment Strategies
Laks Ganapathi, a distinguished voice in stock research and short selling from Unicus Research, offers an inside look into the meticulous strategies needed to navigate high-traffic stocks influenced by Reddit and AI trends. You’ll learn how Laks" approach combines deep investigative techniques like channel checks and e
Doug Peta on Rethinking Equity Exposure, Labor Market Trends, and Defensive Investment Strategies in Uncertain Times
Discover why Doug Peta, the Chief US Investment Strategist at BCA Research, believes it"s time to rethink your equity exposure. Unpack the complexities of the business cycle as Doug shares his insights on transitioning from economic expansion to a potential recession. We explore the impact of the Federal Reserve"s and
Axel Merk on Post-Election Market Dynamics, Cryptocurrency Regulations, and Gold Mining Sector Resilience
Can the victory of a political figure like Trump really reshape market dynamics? Our guest, Axel Merk of Merk Investments, joins us to shed light on the fascinating ripple effects of political change on market behavior. We unpack the impact of a weakening Australian dollar on the gold mining sector, where miners find u
