DiscoverLead-Lag Live
Lead-Lag Live
Claim Ownership

Lead-Lag Live

Author: Michael A. Gayed, CFA

Subscribed: 171Played: 21,210
Share

Description

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 by Melanie Schaffer 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 Melanie Schaffer as she 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 @leadlagmedia 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!

908 Episodes
Reverse
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
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
Support the show
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
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
Support the show
Oil just hit $100 for the first time since 2022. Could it go to $150? John Love of USCF Investments joins Melanie Schaffer on Lead-Lag Live at Future Proof Miami to break down the biggest oil shock since 1973. With 20% of the world's oil supply at risk through the Strait of Hormuz, Iran vowing to keep the waterway closed, and crude spiking 36% in six days — this is the most consequential energy crisis in decades. In this episode, John explains: Why this oil shock is more dangerous than the 19...
John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis.Support the show
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent needs for a revival. From Germany’s historic decision to become Europe’s largest military power by 2029 to the shift toward a “two-tier” European Union, Van Caloen explains how a new reality of realism is replacing years of complacency. We also ...
In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets. From Taiwan and South Korea’s semiconductor dominance to China’s growing AI innovation ecosystem, Greene explains why emerging markets technology may offer exposure to the same growth themes investors love in the U.S. — but with lower multiples and broader diversification. I...
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore why humanoid robotics is moving from research labs into real-world deployment — and what that means for investors. From embodied AI and general-purpose robotics to global supply chain dynamics between the U.S. and China, Yan explains why the KraneShares Global Humanoid and Embodied Intelligence ETF (KOID) focuses on the full ecosystem — not just headline mega-cap names — and e...
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore how the next phase of the AI boom may be driven by emerging market technology companies rather than US mega caps alone. With nearly 40 percent of the S&P 500 concentrated in just ten names, Derek explains why investors may be underexposed to critical parts of the global AI supply chain, including semiconductor manufacturing, memory production, and materials essential to in...
In this special episode of Lead-Lag Live, I sit down with Peter Todd, Founder of OpenTimestamps, for a conversation that goes far beyond Bitcoin volatility or market narratives. Peter joins us directly from Kyiv, where he has been working on the ground to support Ukrainian units through targeted fundraising efforts including delivering repaired and donated 4x4 vehicles to frontline teams and supporting interceptor drone initiatives designed to stop attacks on civilian infrastructure. But th...
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new phase and why investors concentrated in infrastructure stocks could be taking more risk than they realize. With nearly half of the S&P 500 tied directly or indirectly to AI infrastructure buildout, Kai explains the dangers of crowded positioning, excessive capital spending, and valuation expansion. Drawing on historical technology cycles from...
In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance. From signs of mean reversion and passive-driven distortions to the case for a commodity supercycle and a weakening U.S. dollar, Germano explains why investors may want to rethink concentration risk and reassess exposure to AI-driven valuations. In this episode: – Why mega-cap tech may ...
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to discuss whether humanoid robotics is a real commercialization story or just the next overhyped thematic trade. From factory deployment by Tesla, BMW, and Amazon to China’s aggressive industrial push, Yan explains why embodied AI may represent the next structural shift in automation — and how the KraneShares Global Humanoid and Embodied Intelligence ETF $KOID captures the full ecosyste...
In this episode of Lead-Lag Live, I sit down with Grant Cardone for a wide-ranging and unusually candid conversation on Bitcoin, real estate, and what it really means to invest with conviction. Grant is blunt about one thing most people never admit: even after buying Bitcoin for years, he doesn’t pretend certainty. He openly talks about the discomfort of drawdowns, the difference between conviction and having a low cost basis, and why buying through volatility matters more than sounding conf...
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
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
In this episode of Lead-Lag Live, I sit down with Ted Oakley, Founder of Oxbow Advisors, to break down why inflation remains sticky, why investors should be skeptical of Federal Reserve guidance, and where real value may be emerging beneath the surface of today’s market. With more than four decades of experience advising high-net-worth investors, Ted explains why mega-cap stocks now represent concentration risk, why energy is one of the cheapest areas in the market, and how separating base c...
loading
Comments