
Lead-Lag Live
Claim This Podcastby Michael A. Gayed, CFA
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Podcast Overview
<p>Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing.<br><br>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.<br><br>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.<br><br>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.<br><br>Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion.<br><br>Subscribe now and follow @leadlagmedia on X for upcoming live events.</p>
Language
🇺🇲
Publishing Since
8/15/2022
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Recent Episodes

August 2, 2026
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management
Hervé Van Caloen, President of Mercator Investment Management, discusses with Michael Gayed where future investment alpha resides beyond the US, exploring opportunities in Latin America, Japan, and Europe.

July 20, 2026
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
Michael A. Gayed, CFA interviews Jason Hsu, Fujia Liu, and Tony Yang about building better factor exposure in Chinese markets.

July 19, 2026
The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick
Michael A. Gayed, CFA interviews Michael Toney-Hoffman of TrendSpider, revealing the market's overlooked rate-cut divergence through live sector scans.
969 total episodes available with 372 transcripts
Recent guests on Lead-Lag Live
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Hervé Van Caloen
Guest
Jason Hsu
Guest
Fujia Liu
Guest
Tony Yang
Guest
Michael Toney-Hoffman
Guest
Alex Shahidi
Guest
Jay D Hatfield
Guest
Daniel Santiago
Guest
Christopher Gannatti
Guest
Seth Cogswell
Guest
Derek Yan
Guest
Kai Wu
Guest
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Frequently asked questions
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- What is Lead-Lag Live?
<p>Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing.<br><br>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.<br><br>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.<br><br>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.<br><br>Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion.<br><br>Subscribe now and follow @leadlagmedia on X for upcoming live events.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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