

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.
Episodes
Mentioned books

Apr 5, 2026 • 41min
Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
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

Apr 5, 2026 • 59min
Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
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

Apr 5, 2026 • 54min
Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
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Apr 5, 2026 • 1h
The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
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

Apr 1, 2026 • 52min
Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
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

Apr 1, 2026 • 33min
Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
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

Apr 1, 2026 • 34min
The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
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Mar 31, 2026 • 21min
China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene
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Mar 31, 2026 • 20min
Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan
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Mar 31, 2026 • 23min
Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern
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