Lead-Lag Live
Episodes
Building All-Weather Income with Pass-Throughs and HIPS
07 Oct 2025
Contributed by Lukas
Rate cuts change the math on income, but your cash flow doesn’t have to shrink. We invited Will Rind of GraniteShares to unpack a practical way to k...
Boom or Bust: Kai Wu on AI CapEx, Concentration Risk, and the Next Phase of Tech
01 Oct 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 the AI-driven capital cycle reshaping ma...
Fed vs Reality: Jay Hatfield on Outdated Data, Rate Cuts, and Where to Invest Now
26 Sep 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—...
Collar Strategies: Protecting Downside While Keeping Upside Alive
19 Sep 2025
Contributed by Lukas
Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eri...
Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns
18 Sep 2025
Contributed by Lukas
Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors...
The Forgotten Hedge: Brandon Thor on Gold, Sovereignty, and Beating Wall Street’s Game
18 Sep 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in mode...
High Yield and Rate Strategy Unveiled
12 Sep 2025
Contributed by Lukas
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Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides
04 Sep 2025
Contributed by Lukas
During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should...
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End
04 Sep 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Po...
Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss
03 Sep 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. ...
Weekly Payouts from Volatility? Will Rhind on GraniteShares YieldBOOST ETFs
27 Aug 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a s...
Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next
26 Aug 2025
Contributed by Lukas
In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and ...
Wall Street Meets Humanitarianism: RSU Founder Iryna Vashchuk Discipio Joins Gayed, Block & CNBC
23 Aug 2025
Contributed by Lukas
Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring insp...
Inside ETF Strategy: Paul Baiocchi on Market Shifts and Innovation at SS&C ALPS
21 Aug 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strate...
Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks
19 Aug 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping market...
Value Beyond Growth with Kevin Orr
17 Aug 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem
13 Aug 2025
Contributed by Lukas
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 ProblemIn this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing ...
Breaking the 60/40 Rule: Matthew Tuttle on HEAT, AI, and Thematic Investing
12 Aug 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works...
Shift from Legacy to Tech Stocks Strategy
11 Aug 2025
Contributed by Lukas
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The Diversification Illusion with Brad Barrie and Matt O'Brian
11 Aug 2025
Contributed by Lukas
Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level onl...
Global Market Valuations: Finding Alpha Beyond US Shores with Phil Wool
11 Aug 2025
Contributed by Lukas
Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case ...
Why Platinum Could Be Your Portfolio’s Hidden Gem: Investment Masterclass
11 Aug 2025
Contributed by Lukas
Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals e...
Avoiding the Tax Man: Bruce Lavine on how to Diversify Without Getting Burned
08 Aug 2025
Contributed by Lukas
In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest p...
The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan
07 Aug 2025
Contributed by Lukas
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropi...
Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market
07 Aug 2025
Contributed by Lukas
In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising hi...
The Truth Behind Investment Gurus and Fast Money
06 Aug 2025
Contributed by Lukas
Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing...
On The Tape Podcast with Danny Moses
01 Aug 2025
Contributed by Lukas
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Beyond the Bull: Navigating the 351 Exchange Revolution With Meb Faber
31 Jul 2025
Contributed by Lukas
Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concent...
Wall Street's Blind Spot: Why Most Analysts Miss the Budget Deficit Story with Jay Hatfield
31 Jul 2025
Contributed by Lukas
The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appea...
Markets Gone Wild with Seth Cogswell
30 Jul 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Income Strategies for Uncertain Markets with Jay Hatfield
27 Jul 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Beyond Traditional Diversification with Brad Barrie
26 Jul 2025
Contributed by Lukas
What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conve...
The Brand Advantage with Kai Wu
25 Jul 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Predicting the Unpredictable with Alex Shahidi
12 Jul 2025
Contributed by Lukas
The investment world is filled with overconfidence. We obsessively track our wins while conveniently forgetting our losses, leading most investors—e...
Beyond Stocks: The $12 Billion Alternative Investment Platform
07 Jul 2025
Contributed by Lukas
Alternative investments are no longer just for institutional players and ultra-wealthy individuals. As Henry Yoshida reveals in this eye-opening conve...
The Case for International Alpha with Phil Wool
06 Jul 2025
Contributed by Lukas
The global investment landscape is shifting as international markets gain momentum despite lingering trade tensions. After years of US stock dominance...
Beyond the Hype: Navigating Market Uncertainty with Seth Cogswell
06 Jul 2025
Contributed by Lukas
The market climbs relentlessly higher while uncertainty looms on every horizon. Is this sustainable? Seth Cogswell of Running Oak draws compelling par...
Diversification: The Free Lunch Nobody's Taking with Alex Shahidi
05 Jul 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Beyond the S&P 500 with Paul Baiocchi
26 Jun 2025
Contributed by Lukas
What happens when the investment playbook that worked for the past decade suddenly stops working? In this eye-opening discussion with Paul Baiocchi, C...
Carbon Markets as Alternative Investments with Luke Oliver
14 Jun 2025
Contributed by Lukas
The quest for true portfolio diversification often feels impossible in today's market environment. When volatility strikes, traditional "alt...
Breaking the 60/40 Myth with Philip Toews
08 Jun 2025
Contributed by Lukas
Phillip Toews, founder of Toews Asset Management, delivers a master class in portfolio construction that challenges everything you thought you knew ab...
The Rise of Intangible Value Investing with Kai Wu
07 Jun 2025
Contributed by Lukas
Warren Buffett himself called our economy "asset light" – and for good reason. Today's most valuable companies derive their worth not...
Global Markets Beyond America
06 Jun 2025
Contributed by Lukas
The global investment landscape is shifting beneath our feet, yet most investors remain fixated on US markets. Rohit Goel, Partner and Head of Global ...
Trading Psychology Unveiled
01 Jun 2025
Contributed by Lukas
Remember when trading meant calling your broker and waiting an hour just to find out if your order was filled? That world is gone.JJ Kinahan, CEO of I...
Finding the Hidden Gems in Mid-Cap Markets
31 May 2025
Contributed by Lukas
Ever wonder why everyone seems to chase the same handful of mega-cap tech stocks? Seth Cogswell of Running Oak challenges this herd mentality with a r...
The Hidden Bus: Preparing for Market Uncertainty
29 May 2025
Contributed by Lukas
Ever notice how the biggest market disruptions are rarely the ones everyone sees coming? Brad Barrie challenges conventional wisdom about diversificat...
Unlocking China's Potential Through Covered Calls
26 May 2025
Contributed by Lukas
Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly...
Navigating Rising Yields
25 May 2025
Contributed by Lukas
The financial world stands at a critical juncture as Treasury yields approach 18-year highs and markets wrestle with conflicting economic signals. In ...
Inside AI: The Future of Technology Investments
23 May 2025
Contributed by Lukas
Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopt...
Money & Markets: Navigating Stagflation
22 May 2025
Contributed by Lukas
The specter of stagflation—sluggish economic growth combined with persistent inflation—looms large in today's uncertain economic landscape. W...
Market Mayhem: Is the Worst Behind Us?
20 May 2025
Contributed by Lukas
Market veterans know that bull runs and corrections rarely travel in straight lines, and in this riveting conversation with Michael Gayed, we explore ...
How to Use Options to Catch Sudden Rebounds 🎯📈 — Howard Chan
19 May 2025
Contributed by Lukas
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Investment Strategies for Uncertain Times
18 May 2025
Contributed by Lukas
The financial landscape has dramatically shifted, leaving income-focused investors struggling to find reliable yield. Traditional bonds no longer serv...
Gold: The Only True Wealth Preserver
17 May 2025
Contributed by Lukas
What if everything you've been told about money and wealth preservation is fundamentally flawed? In this eye-opening conversation with Lynette Zh...
Fixed Income in Uncertain Times
16 May 2025
Contributed by Lukas
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!Youtube: https://youtube.com/playlis...
Pipeline Powerhouses: Mastering MLP Investments
13 May 2025
Contributed by Lukas
Dive into the often misunderstood world of Master Limited Partnerships (MLPs) with Jay Hatfield of Infrastructure Capital as he clarifies exactly what...
Tariffs, Trade Wars, and China's Economic Evolution with Henry Greene
11 May 2025
Contributed by Lukas
Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a m...
Money Talks: Breaking the Taboo of Wealth with George Stefanou
07 May 2025
Contributed by Lukas
Financial literacy forms the bedrock of generational wealth preservation, yet remains strikingly absent from our educational system. This knowledge ga...
Market Signals and Bear Market Warning Signs with Vincent Randazzo
04 May 2025
Contributed by Lukas
The market is sending clear warning signals that shouldn't be ignored. Technical analysis expert Vincent Randazzo reveals how deteriorating marke...
Rethinking Investment Strategy in an Era of Change with Seth Cogswell
02 May 2025
Contributed by Lukas
The investment landscape is changing dramatically, and Seth Cogswell of Running Oak believes most investors aren't prepared. "People have go...
Market Volatility Decoded with Jay Hatfield
01 May 2025
Contributed by Lukas
When market volatility erupts, understanding the mechanics behind price movements becomes crucial. In this illuminating conversation with Jay Hatfield...
Diversification Trumps Conviction with Alex Shahidi
01 May 2025
Contributed by Lukas
Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might...
Tariffs, Tech, and China's AI Awakening with Derek Yan
27 Apr 2025
Contributed by Lukas
Trump's unexpected tariff announcements have sent global markets into a tailspin, yet beneath the chaos lies a fascinating story: Chinese tech st...
Volatility as Opportunity with Meb Faber
17 Apr 2025
Contributed by Lukas
Volatility has returned to markets with a vengeance, but is this something to fear or embrace? It depends entirely on your perspective and preparation...
The Myth of Market Efficiency with Cullen Roche
16 Apr 2025
Contributed by Lukas
Ever wonder why markets seem to overreact to news we all saw coming? Cullen Roche challenges conventional wisdom about market efficiency with a refres...
Trading Through Market Shifts with David Dziekanski
07 Apr 2025
Contributed by Lukas
The markets have shifted into a new volatility regime, and traders need fresh tools to navigate these choppy waters. In this illuminating conversation...
Maximize Your Income: Covered Call Strategies for Volatile Markets with Catherine Howse and Jeff Cullen
06 Apr 2025
Contributed by Lukas
In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and g...
Active Management in Volatile Markets with Eric Nyquist
02 Apr 2025
Contributed by Lukas
Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this ex...
Market Mastery Through Trend Following with Eric Nyquist
26 Mar 2025
Contributed by Lukas
When financial stress tore Eric Nyquist's family apart during the mid-2000s, it sparked his lifelong mission to understand how to both grow and p...
Navigating Volatile Markets Through Income with Jay Hatfield
20 Mar 2025
Contributed by Lukas
Amid rising market turbulence, finding stable income sources has become increasingly crucial for investors seeking portfolio resilience. In this compe...
Beyond Market Cap: Endowment Investing Strategies with Meb Faber
16 Mar 2025
Contributed by Lukas
The financial world stands at a crossroads where unprecedented US stock market valuations meet revolutionary portfolio strategies and tax solutions. M...
Risk, Reward, and Raising $135 Million: The Public Story with Leif Abraham
13 Mar 2025
Contributed by Lukas
The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind t...
Phoenix Rising: From Rock Bottom to Financial Freedom with Coach JV
11 Mar 2025
Contributed by Lukas
The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction...
Navigating Market Volatility: A Conversation with Wall Street Veteran Jay Hatfield
10 Mar 2025
Contributed by Lukas
Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "i...
Golden Opportunities: Unlocking Potential in Gold Mining with Axel Merk and Peter Schiff
07 Mar 2025
Contributed by Lukas
As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market...
Brian Drubetsky: Unlocking Small Cap Potential
06 Mar 2025
Contributed by Lukas
Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for ...
Investing Like a Yale Endowment: Secrets Revealed with Meb Faber
03 Mar 2025
Contributed by Lukas
Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing instituti...
Income from Options: Understanding Covered Call Strategies with Howard Chan
28 Feb 2025
Contributed by Lukas
Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard ...
Diversified Returns: The Case for Risk Parity with Alex Shahidi
27 Feb 2025
Contributed by Lukas
Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial exp...
Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification
20 Feb 2025
Contributed by Lukas
Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover ...
Jake Hanley and Sal Gilberti on Commodity Trading Dynamics, Agricultural Stability, and Strategic ETF Innovations
16 Feb 2025
Contributed by Lukas
Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key indust...
Jay Hatfield on Small-Cap Stocks, Tariff Impacts, and Strategic Investment Success
14 Feb 2025
Contributed by Lukas
Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Adviso...
nlocking True Health: Escape the Drug Dependency Mindset
13 Feb 2025
Contributed by Lukas
Support the show
Michael Gayed on Gold's Resilience, Japan's Interest Rate Challenges, and Strategic Investment Insights
11 Feb 2025
Contributed by Lukas
Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead...
Seth Cogswell on Diversification Myths, Active ETF Strategies, and Mid-Cap Investment Opportunities
09 Feb 2025
Contributed by Lukas
Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if yo...
Sal Gilberti on Agricultural Market Dynamics, Geopolitical Influences, and Strategic Investment Opportunities
07 Feb 2025
Contributed by Lukas
Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these ...
Craig Shapiro on Fed Policy Impacts, AI’s Financial Role, and Strategic Market Adaptations
05 Feb 2025
Contributed by Lukas
Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world...
Dynamic Portfolio Strategies for a Shifting Financial Landscape with Brad Barrie and Matt O'Brian
04 Feb 2025
Contributed by Lukas
Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside exper...
Chris Getter of Simplify, and Anupam Ghose on India's Economic Evolution, Investment Strategies, and Market Opportunities
02 Feb 2025
Contributed by Lukas
What if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of Ind...
Craig Brockie on Gut Health Challenges, Naturopathic Turnaround, and Embracing Holistic Wellness
01 Feb 2025
Contributed by Lukas
After years of struggling with chronic health issues, Craig Brockie found himself questioning the effectiveness of traditional Western medicine, parti...
Howard Chan on Advanced ETF Insights, Technology Market Shifts, and Strategic Income Generation
31 Jan 2025
Contributed by Lukas
Ready to uncover the secrets of advanced investment strategies in today's evolving market landscape? We're thrilled to have Howard Chan, the...
Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends
29 Jan 2025
Contributed by Lukas
Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have resha...
Michael Gayed on Reverse Carry Trade Dynamics, AI’s Market Influence, and Independent Investment Strategies
28 Jan 2025
Contributed by Lukas
Prepare to challenge everything you thought you knew about the macroeconomic landscape as we welcome Michael Gayed, the insightful founder of the Lead...
Michael Gayed on Market Manipulation Myths, Deregulation Impacts, and Strategic Investment Opportunities
26 Jan 2025
Contributed by Lukas
What if everything you thought you knew about the financial markets was wrong? Join us as we welcome back seasoned market analyst Michael Gayed to dis...
Walter Deemer on Small Cap Potential, Historical Market Parallels, and Navigating Speculative Trends
24 Jan 2025
Contributed by Lukas
Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are sm...
Nomi Prins on Central Bank Dynamics, Gold Reserves Strategy, and the AI Impact on Commodities Market
23 Jan 2025
Contributed by Lukas
Ever wondered how the intricate dance between central banks shapes the global economy? Join me in a fascinating conversation with Nomi Prins, a former...
Jeff Cullen and Cathy Howse on Dividend Strategies, ETF Insights, and Enhancing Financial Literacy
21 Jan 2025
Contributed by Lukas
Unlock the secrets to strategic investing as Jeff Cullen and Cathy Howse from Schafer Cullen captivate us with their insights on the evolving world of...
Jay Hatfield on Deregulation Effects, Strategic Bond Alternatives, and Inflation Risk Management Strategies
20 Jan 2025
Contributed by Lukas
Join us for an enlightening conversation with Jay Hatfield, a Wall Street veteran, where he dissects the intricate world of financial markets with a f...
Jeff Sarti on Rethinking Diversification, Private Credit Insights, and Behavioral Finance in Investing
19 Jan 2025
Contributed by Lukas
What if everything you thought you knew about diversification was wrong? Join us for a compelling conversation with Michael Gayed, Publisher of The Le...
Timothy Sykes on Mastering Penny Stocks, Navigating Volatility, and Aligning Wealth with Philanthropy
17 Jan 2025
Contributed by Lukas
Renowned trader and educator Timothy Sykes joins us to unravel the fascinating story of his pivot from a promising tennis career to mastering the stoc...