Lead-Lag Live
Hosted by Michael A Gayed and Michael Gayed · Michael A. Gayed, CFA
4.4from 250 ratings
- 971
- Episodes
- 373
- Transcribed
- 250
- Ratings
- Daily
- Cadence
- 2022
- First episode
- 1M
- YouTube views
About Lead-Lag Live
The Pain Trade Podcast — what it costs, and what it pays. In markets, the pain trade is the position that hurts to hold, and pays because it hurts. Every field has one: the last rep, the lean years, the comeback nobody expected. Weekly in-studio conversations with people who overcame what should have broken them — in business, in markets, in health, in life. Hosted by Michael A. Gayed, CFA — active portfolio manager, five-time Dow Award winner, founder of Lead-Lag Media, and publisher of The Lead-Lag Report. Health, fitness, finance, entrepreneurship, and the struggle that connects them. New episodes weekly.
- Publisher
- Michael A. Gayed, CFA
- Category
- business · business · education
- Language
- en
- Explicit
- No
- First episode
- 15 Aug 2022
- Latest episode
- 28 Aug 2026
Latest episodes
373 of 971 episodes have a transcript.
28 Aug 2026TRANSCRIPT
Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years
2 Aug 2026TRANSCRIPT
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management
20 Jul 2026
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
Inside a recent episode
Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years
Published 28 Aug 2026 · Transcript excerpt
[…] Yeah, I don't know if it's that much different. I mean, every time I've seen it, people have been, it's consistent. They consistently bias their portfolios to their home country. A lot of the research I remember going 20 years ago, again, was It was a kind of a similar thing then when it was even the global market caps were 50-50 US and foreign. I think now that when we see model portfolios come in, it's often it'll be when the market caps two thirds, one third, it's more like 80% US and 20% foreign. So it's definitely a strong, heavy buy. We have some clients that only want US. One of the funds we launched was was trying to do a capital efficient way of adding international. […]
Read the full transcript with a Pod Engine plan.
See plansWho has been a guest on Lead-Lag Live
Names identified in recent episode analyses. Showing up to five guests.
- Jeremy Schwartz
- Hervé Van Caloen
- Jason Hsu
- Fujia Liu
- Tony Yang
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 1,104,564
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.6 / 5
- 88 ratings
- Spotify
- 4.3 / 5
- 162 ratings
Podcast Authority Score: 98 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 100
- Social presence
- 100
- YouTube
- 93
- Engagement
- 96
Contact Lead-Lag Live
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Lead-Lag Live
Who hosts Lead-Lag Live?
Michael A Gayed and Michael Gayed host the show. Published by Michael A. Gayed, CFA.
How often do new episodes come out?
The show publishes daily, based on its RSS feed.
Does Lead-Lag Live take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
373 of 971 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
Host of Lead-Lag Live?
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