

Lead-Lag Live
Michael A. Gayed, CFA
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.
Top mentioned books
Here are the most frequently recommended books on the Lead-Lag Live podcast:

#1 Mentioned in 2 episodes
The intelligent investor

#2 Mentioned in 2 episodes
Security Analysis

#3 Mentioned in 1 episodes
Market Wizards

#4 Mentioned in 1 episodes
Behavioral Portfolio Theory

#5 Mentioned in 1 episodes
Atomic Habits

#6 Mentioned in 1 episodes
The Black Swan
The Impact of the Highly Improbable

#7 Mentioned in 1 episodes
The Wim Hof Method
#8 Mentioned in 1 episodes
The Hidden Alliances That Drive America
#9 Mentioned in 1 episodes
Market Profile

#10 Mentioned in 1 episodes
Super Gut
A Four-Week Plan to Reprogram Your Microbiome, Restore Health, and Lose Weight

#11 Mentioned in 1 episodes
CLO Investing

#12 Mentioned in 1 episodes
Risk Parity

#13 Mentioned in 1 episodes
Permanent Distortion
#14 Mentioned in 1 episodes
Elite Networks

#15 Mentioned in 1 episodes
The big short
Inside the Doomsday Machine

#16 Mentioned in 1 episodes
Tiny Habits
The Small Changes That Change Everything

#17 Mentioned in 1 episodes
The Bushido of Bitcoin
A Code of Virtue for a World on a New Economic Standard

#18 Mentioned in 1 episodes
Collusion
#19 Mentioned in 1 episodes
Fiduciary Wealth Management
A Millionaire's Guide to Hiring the Right Financial Advisor

#20 Mentioned in 1 episodes
Breath
The New Science of a Lost Art




















