Lead-Lag Live
Episodes
Lead-Lag Live: Ross Atefi, Yatra Wealth Design
21 Jun 2026
Contributed by Lukas
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Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investment Case | WQTM ETF
15 Jun 2026
Contributed by Lukas
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China's Contrarian Trade Is Finally Working — Here's Why | KWEB
27 May 2026
Contributed by Lukas
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Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC
27 May 2026
Contributed by Lukas
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The Oil Math Wall Street Refuses to Run | Joe Dube, USCF
27 May 2026
Contributed by Lukas
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Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed
27 May 2026
Contributed by Lukas
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Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play
27 May 2026
Contributed by Lukas
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Venezuela's Hidden Crisis Is a Warning for U.S. Investors
27 May 2026
Contributed by Lukas
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Chinese Internet Is the Cheapest It's Been in a Decade | KWEB
27 May 2026
Contributed by Lukas
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How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield
24 May 2026
Contributed by Lukas
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KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run
24 May 2026
Contributed by Lukas
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AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu
24 May 2026
Contributed by Lukas
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The AI Adoption Phase Just Started — And Nobody Is Positioned
03 May 2026
Contributed by Lukas
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Stagflation Is Back: How Risk Parity Actually Works in 2026
03 May 2026
Contributed by Lukas
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Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN
03 May 2026
Contributed by Lukas
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The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live
01 May 2026
Contributed by Lukas
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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
01 May 2026
Contributed by Lukas
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...
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live
01 May 2026
Contributed by Lukas
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns joins Michael A. Gayed, CFA to discuss consistently not stupid: why boring compo...
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
01 May 2026
Contributed by Lukas
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, ...
Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Futures on Lead-Lag Live
01 May 2026
Contributed by Lukas
KMLM Managed Futures joins Michael A. Gayed, CFA to discuss lead-lag live: luke oliver, kraneshares — kmlm managed futures. Topics covered in this ...
Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-Lag Live
01 May 2026
Contributed by Lukas
KSPY & China joins Michael A. Gayed, CFA to discuss lead-lag live: brendan ahern, kraneshares — kspy & china. Topics covered in this episod...
Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk Parity ETF on Lead-Lag Live
01 May 2026
Contributed by Lukas
RPAR Risk Parity ETF joins Michael A. Gayed, CFA to discuss lead-lag live: alex shahidi, evoke advisors — rpar risk parity etf. Topics covered in t...
This ETF Lets You Buy SpaceX and Anthropic Right Now
13 Apr 2026
Contributed by Lukas
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Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
05 Apr 2026
Contributed by Lukas
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Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
05 Apr 2026
Contributed by Lukas
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Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
05 Apr 2026
Contributed by Lukas
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The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
05 Apr 2026
Contributed by Lukas
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Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
01 Apr 2026
Contributed by Lukas
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Anthropic IPO, Claude &
01 Apr 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
01 Apr 2026
Contributed by Lukas
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The 60/40 Portfolio Is DEAD — Here'
01 Apr 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
The 60/40 Portfolio Is DEAD — Here'
01 Apr 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi
01 Apr 2026
Contributed by Lukas
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The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
01 Apr 2026
Contributed by Lukas
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China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene
31 Mar 2026
Contributed by Lukas
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Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan
31 Mar 2026
Contributed by Lukas
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Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern
31 Mar 2026
Contributed by Lukas
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Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan
31 Mar 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns
31 Mar 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire
30 Mar 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian
29 Mar 2026
Contributed by Lukas
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The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next
28 Mar 2026
Contributed by Lukas
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The Hidden Asset Class Beating Stocks? Carbon Credits Explained
23 Mar 2026
Contributed by Lukas
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We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube, KraneShares
17 Mar 2026
Contributed by Lukas
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Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
14 Mar 2026
Contributed by Lukas
John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis.Support the show
Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks
14 Mar 2026
Contributed by Lukas
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 P...
Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift
10 Mar 2026
Contributed by Lukas
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-stand...
Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners
03 Mar 2026
Contributed by Lukas
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 globa...
Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift
03 Mar 2026
Contributed by Lukas
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 f...
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
03 Mar 2026
Contributed by Lukas
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...
Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files
03 Mar 2026
Contributed by Lukas
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 volat...
The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500
24 Feb 2026
Contributed by Lukas
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 ph...
Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade
23 Feb 2026
Contributed by Lukas
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 enter...
Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race
17 Feb 2026
Contributed by Lukas
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 re...
Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Conviction
17 Feb 2026
Contributed by Lukas
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...
Markets, Rates & ETF Innovation | A Conversation with GraniteShares
17 Feb 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
3 Rate Cuts, Small Caps Surge & 9% Income? | Jay Hatfield's 2025 Market Outlook
17 Feb 2026
Contributed by Lukas
Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Suppo...
Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Undervalued
11 Feb 2026
Contributed by Lukas
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 sho...
Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs, and Portfolio Risk
11 Feb 2026
Contributed by Lukas
This video is sponsored by Quantify Funds and contains discussion of exchange-traded funds sponsored by Quantify Funds. Quantify Funds paid the creato...
Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New Risk Premium
11 Feb 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with John Love, President and CEO of USCF, to break down why commodities are re-emerging as a critical pa...
Diversification Is Misunderstood: Alex Shahidi on Inflation Risk, Portfolio Balance, and Investing Into 2026
05 Feb 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why ...
Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is Being Ignored
05 Feb 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down why today’s market feels inc...
Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret
21 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Kaitlyn Walsh, Wealth Advisor and Equity Analyst, to break down what employees actually own when the...
Inside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better
21 Jan 2026
Contributed by Lukas
Artificial intelligence is driving one of the largest capital spending cycles in market history, yet most AI investment strategies focus on surface le...
Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending
21 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen**, Owner and Portfolio Manager at **Mercator Investment Management, to break down ...
Why Power Is the Real Bottleneck in AI, Drones & Telecom | KULR CEO
21 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, Melanie Schafer sits down with Michael Mo, CEO of KULR Technology Group (NYSE: KULR), to explore why energy reliabil...
The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken
16 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Luke Lloyd, President and CEO of Lloyd Financial Group, for a candid conversation on markets, mindse...
How Geopolitics and National Security Are Changing Tech Investing
13 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore how rising geopolitical tensions are resh...
Research & Selectivity: Davis Advisors Market Outlook & Active ETFs
12 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and select...
Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns
12 Jan 2026
Contributed by Lukas
In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how inves...
Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing
24 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving ...
After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026
24 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what the Fed’s latest rate cut...
Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle
23 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-h...
The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio
18 Dec 2025
Contributed by Lukas
Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-La...
The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing
16 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transfor...
The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call
15 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advis...
Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs
11 Dec 2025
Contributed by Lukas
Emerging markets are changing fast. Old economy sectors like banks and energy no longer define the space. Instead, growth is being driven by internet ...
The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape
09 Dec 2025
Contributed by Lukas
Short term yields have shifted, liquidity matters more than ever, and investors are rethinking how to manage cash efficiently. In this Lead-Lag Deep D...
Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture
08 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Matt Simpson, CEO of Brazil Potash (NYSE: GRO), to break down how the Autazes project could transfor...
Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom
04 Dec 2025
Contributed by Lukas
In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-inv...
The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar
04 Dec 2025
Contributed by Lukas
Join Michael Gayed, Melanie Schaffer, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George C...
Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”
03 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings abo...
Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios
03 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshapi...
Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income
03 Dec 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quar...
Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case
03 Dec 2025
Contributed by Lukas
International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Ser...
Unlimited Portable Energy with COR #WorksportLtd
26 Nov 2025
Contributed by Lukas
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Humanoid Robots Are Coming: Investing in the KOID Opportunity
25 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the them...
China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares
25 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are i...
The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy
24 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformatio...
Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership
20 Nov 2025
Contributed by Lukas
In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind em...
China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB
20 Nov 2025
Contributed by Lukas
n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening ins...
The Perfect Storm: Si Katara on Daily Overlays, Volatility, and the Future of Income ETFs
20 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays ar...
Leaving My Dream Job
14 Nov 2025
Contributed by Lukas
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AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed
13 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s ...
Falling Rates, Rising Uncertainty: Investors Chase Higher Yields
10 Nov 2025
Contributed by Lukas
In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming...
Lift Up Your Future: Seth Cogswell on Starting Early, Discipline, and Building Wealth That Lasts
10 Nov 2025
Contributed by Lukas
In this special Take Your Kid to Work Day edition of Lead-Lag Live, Grade 9 student Ezra Briski steps in as host to explore this year’s theme: Lift ...
Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
07 Nov 2025
Contributed by Lukas
In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — i...
Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test
06 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to...
Weekly Paychecks from Tesla? Will Rhind on High-Yield ETFs and the Next Evolution in Income
05 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm’s YieldBoost lineup is rewri...
Faith vs Frenzy: Fr. Emmanuel Lemelson on Gold Mania, AI Hype, and the Morality of Markets
04 Nov 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of fait...