Lead-Lag Live
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 between risk-on and risk-off positioning.
Whether you manage billions or are just getting started, Lead-Lag Live delivers actionable analysis and frameworks you can use — not surface-level market commentary.
Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion.
Subscribe now and follow @leadlagmedia on X for upcoming live events.
Episodes
930 episodes
Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks
Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift
Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners
Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files
The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500
Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade