Lead-Lag Live
By Michael A. Gayed, CFA
Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Melanie Schaffer as she connects with prominent thought leaders for captivating discussions in real-time. The Lead-Lag Live podcast aims to provide valuable insights, analysis, and actionable advice for investors and financial professionals alike. As a dedicated listener, you can expect to hear from renowned financial experts, best-selling authors, and market strategists as they share their wealth of knowledge and experience. With a focus on topical issues and their potential impact on financial markets, these live unscripted conversations will ensure that you stay informed
Episodes (11)
Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan
Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern
Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan
China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene
The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
Start discovering podcast insights today
Start with a 7-day trial and explore a growing catalog of popular podcasts. No credit card required.
No credit card required • 7-day trial • Cancel anytime
