Best Michael A Gayed CFA Podcasts (2025)

1
The Hidden Bus: Preparing for Market Uncertainty 45:29

22h ago45:29

45:29

Ever notice how the biggest market disruptions are rarely the ones everyone sees coming? Brad Barrie challenges conventional wisdom about diversification with his compelling "bus you don't see" analogy, explaining why most investors remain vulnerable despite thinking they're adequately protected. "Diversification is not more stuff," Brad emphasizes…

1
Unlocking China's Potential Through Covered Calls 48:43

4d ago48:43

48:43

Are you struggling to find meaningful yield in today's unpredictable markets? You're not alone. The investment landscape is evolving rapidly, pushing savvy investors toward innovative solutions that combine income potential with strategic diversification. In this enlightening conversation with Jonathan Shelon, Chief Operating Officer at KraneShares…

1
Navigating Rising Yields 53:24

5d ago53:24

53:24

The financial world stands at a critical juncture as Treasury yields approach 18-year highs and markets wrestle with conflicting economic signals. In this riveting conversation between macro strategists Jim Bianco and Jay Hatfield, hosted by Michael Gayed, we explore the counterintuitive relationship between Fed policy and market reactions that has…

1
Inside AI: The Future of Technology Investments 29:21

7d ago29:21

29:21

Technology isn't just a sector anymore—it's the driving force reshaping every industry. Whether companies are creating technology or adopting it to avoid disruption, understanding this transformation is crucial for investment success. Columbia Threadneedle's tech investment approach stands apart through its disciplined focus on three complementary …

1
Money & Markets: Navigating Stagflation 38:48

8d ago38:48

38:48

The specter of stagflation—sluggish economic growth combined with persistent inflation—looms large in today's uncertain economic landscape. While Federal Reserve Chair Powell once claimed to see "no stag and no flation," current indicators suggest otherwise. Economic growth appears to be slowing after an extended expansion, while inflation remains …

1
Market Mayhem: Is the Worst Behind Us? 15:22

10d ago15:22

15:22

Market veterans know that bull runs and corrections rarely travel in straight lines, and in this riveting conversation with Michael Gayed, we explore the subtle signals suggesting our recent market recovery might be more fragile than it appears. Michael, who accurately predicted the S&P's 20% drop earlier this year, walks us through the conflicting…

1
Investment Strategies for Uncertain Times 48:40

13d ago48:40

48:40

The financial landscape has dramatically shifted, leaving income-focused investors struggling to find reliable yield. Traditional bonds no longer serve as the dependable ballast they once were, forcing advisors and retirees to explore alternative paths to consistent income. Howard Chan, formerly of PIMCO and Goldman Sachs, shares how his firm Kurv …

1
Gold: The Only True Wealth Preserver 37:51

13d ago37:51

37:51

What if everything you've been told about money and wealth preservation is fundamentally flawed? In this eye-opening conversation with Lynette Zhang, a financial expert with over 50 years of market experience, we explore why physical gold remains the ultimate safe haven during times of monetary uncertainty. "If you don't hold it, you don't own it,"…

1
Fixed Income in Uncertain Times 53:51

15d ago53:51

53:51

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1
Pipeline Powerhouses: Mastering MLP Investments 30:25

18d ago30:25

30:25

Dive into the often misunderstood world of Master Limited Partnerships (MLPs) with Jay Hatfield of Infrastructure Capital as he clarifies exactly what makes these unique investment vehicles tick. Far from simply being "pipeline stocks," MLPs represent a sophisticated investment opportunity combining advantageous tax structures with stable cash flow…

1
Tariffs, Trade Wars, and China's Economic Evolution with Henry Greene 58:02

20d ago58:02

58:02

Amidst headlines proclaiming economic doom from Trump's tariffs, a surprising reality emerges: Chinese exports to the United States represent a mere 2.3% of China's GDP. This revealing statistic underscores China's remarkable transformation from an export-driven economy to one powered by domestic consumption and services. Henry Greene, Investment S…

1
Money Talks: Breaking the Taboo of Wealth with George Stefanou 47:36

24d ago47:36

47:36

Financial literacy forms the bedrock of generational wealth preservation, yet remains strikingly absent from our educational system. This knowledge gap creates the perfect storm for the "shirt sleeves to shirt sleeves in three generations" phenomenon that plagues family fortunes—wealth created in one generation, enjoyed in the second, and squandere…

1
Market Signals and Bear Market Warning Signs with Vincent Randazzo 47:48

27d ago47:48

47:48

The market is sending clear warning signals that shouldn't be ignored. Technical analysis expert Vincent Randazzo reveals how deteriorating market breadth—a critical measure of market health—suggests we've entered a bear market that could persist longer than most anticipate. Drawing on over two decades of experience in technical analysis, Randazzo …

1
Rethinking Investment Strategy in an Era of Change with Seth Cogswell 52:28

29d ago52:28

52:28

The investment landscape is changing dramatically, and Seth Cogswell of Running Oak believes most investors aren't prepared. "People have gotten away with investing without thinking for the last decade," he observes, pointing to fundamental shifts that could upend conventional portfolio strategies. At the heart of this change lies the potential rev…

1
Market Volatility Decoded with Jay Hatfield 47:49

29d ago47:49

47:49

When market volatility erupts, understanding the mechanics behind price movements becomes crucial. In this illuminating conversation with Jay Hatfield of Infrastructure Capital, we dive deep into the surprising dynamics of the recent market sell-off and subsequent recovery following Trump's tariff announcements. The discussion begins with what Hatf…

1
Diversification Trumps Conviction with Alex Shahidi 51:43

30d ago51:43

51:43

Are you prepared for a financial landscape unlike anything we've seen in decades? The investing playbook that worked for the past ten years might be obsolete as we navigate unprecedented uncertainty in markets. "It's very possible there's a sea change and the next decade looks very different from the last decade," warns Alex Shahidi of Evoke Adviso…

1
Tariffs, Tech, and China's AI Awakening with Derek Yan 51:58

1M ago51:58

51:58

Trump's unexpected tariff announcements have sent global markets into a tailspin, yet beneath the chaos lies a fascinating story: Chinese tech stocks have actually outperformed their US counterparts over the past year. Why? The valuation gap is stunning—Chinese tech companies trade at just 14-15x earnings while US tech giants command 25-30x multipl…

1
Volatility as Opportunity with Meb Faber 40:22

1M ago40:22

40:22

Volatility has returned to markets with a vengeance, but is this something to fear or embrace? It depends entirely on your perspective and preparation. When markets plummet, most investors panic. But what if market downturns actually represent opportunity? For younger investors with decades ahead, buying assets at discounted prices might be the bes…

1
The Myth of Market Efficiency with Cullen Roche 51:32

1M ago51:32

51:32

Ever wonder why markets seem to overreact to news we all saw coming? Cullen Roche challenges conventional wisdom about market efficiency with a refreshing perspective: "The price is always wrong." This fundamental insight transforms how we should approach investing during uncertain times. When tariffs send markets plunging, investors face the class…

1
Trading Through Market Shifts with David Dziekanski 55:07

2M ago55:07

55:07

The markets have shifted into a new volatility regime, and traders need fresh tools to navigate these choppy waters. In this illuminating conversation, Michael Gayed hosts David Dziekanski (Founder and CEO of Quantify Funds), Mike Venuto (Co-Founder of Tidal ETF Services), and Michael Silva (trader and host of Figuring Out Money) to explore innovat…

1
Maximize Your Income: Covered Call Strategies for Volatile Markets with Catherine Howse and Jeff Cullen 55:29

2M ago55:29

55:29

In a world where traditional income sources fall short and market volatility threatens portfolio stability, finding the sweet spot between yield and growth becomes increasingly challenging. Enter Cullen Capital's Enhanced Equity Income Strategy (DIVP), a thoughtfully constructed approach that's been delivering consistent results for over 14 years. …

1
Active Management in Volatile Markets with Eric Nyquist 46:17

2M ago46:17

46:17

Market volatility has soared, and investors are more bearish than they've been since 2008 – even more so than during COVID. But what if this extreme pessimism is actually a buying signal? Eric Nyquist of Howard Capital makes a compelling case that "bears sound smart, but they're usually wrong," highlighting how contrarian indicators often provide t…

1
Market Mastery Through Trend Following with Eric Nyquist 50:05

2M ago50:05

50:05

When financial stress tore Eric Nyquist's family apart during the mid-2000s, it sparked his lifelong mission to understand how to both grow and protect wealth. Now leading fund sales and distribution at Howard Capital Management, Eric shares how personal experience shaped his investment philosophy and why protecting capital during market downturns …

1
Navigating Volatile Markets Through Income with Jay Hatfield 53:05

2M ago53:05

53:05

Amid rising market turbulence, finding stable income sources has become increasingly crucial for investors seeking portfolio resilience. In this compelling discussion, Jay Hatfield draws on his 35 years of Wall Street experience to illuminate the path forward for income-focused investing strategies that can weather economic uncertainty. Hatfield ch…

1
Beyond Market Cap: Endowment Investing Strategies with Meb Faber 53:08

3M ago53:08

53:08

The financial world stands at a crossroads where unprecedented US stock market valuations meet revolutionary portfolio strategies and tax solutions. Meb Faber, founder of Cambria Investment Management, cuts through market noise to deliver essential insights for investors navigating today's challenging landscape. With US stocks experiencing one of t…

1
Risk, Reward, and Raising $135 Million: The Public Story with Leif Abraham 46:28

3M ago46:28

46:28

The financial landscape is shifting dramatically, and Public.com is at the forefront of this transformation. Co-founder Leif Abraham takes us behind the scenes of the five-year journey that's reimagining what an investment platform can be for today's generation of investors. Abraham reveals how Public differentiated itself from day one by focusing …

1
Phoenix Rising: From Rock Bottom to Financial Freedom with Coach JV 45:11

3M ago45:11

45:11

The transformative power of inner change ripples through every aspect of Coach JV's extraordinary life story. From the depths of opiate addiction and a suicide attempt in 2006 to building multiple successful companies and achieving financial freedom, his journey reveals that our external reality shifts dramatically when we address our internal land…

1
Navigating Market Volatility: A Conversation with Wall Street Veteran Jay Hatfield 47:36

3M ago47:36

47:36

Jay Hatfield cuts through market noise with a refreshingly clear perspective on inflation: stick a yellow sticky note on your mirror that says "inflation is caused by excessive monetary growth." This fundamental principle helps investors avoid being misled by commodity price fluctuations that resolve naturally through market mechanisms rather than …

1
Golden Opportunities: Unlocking Potential in Gold Mining with Axel Merk and Peter Schiff 57:12

3M ago57:12

57:12

As market uncertainties rise, an age-old asset is regaining its allure—gold. In this episode, we delve into the shifting dynamics of the gold market, featuring insights from experts who navigate this fertile landscape. With gold prices climbing, there's palpable excitement among industry players, but is it justified? Our discussion uncovers the rea…

1
Brian Drubetsky: Unlocking Small Cap Potential 44:01

3M ago44:01

44:01

Dive into the intricacies of small-cap investing as Michael Gayed and Brian Drubetsky explore the current economic landscape and its implications for market opportunities. With interest rates being a pivotal factor for many small-cap firms, our discussion unpacks the latest trends in earnings growth and the potential for favorable shifts in monetar…

1
Investing Like a Yale Endowment: Secrets Revealed with Meb Faber 46:02

3M ago46:02

46:02

Dive into the intriguing world of endowment investing as we explore the performance strategies of Yale University, one of the top-performing institutions. With unique insights from experts, we dissect why Yale's model has consistently outperformed traditional portfolio allocations and what lessons everyday investors can apply to their financial str…

1
Income from Options: Understanding Covered Call Strategies with Howard Chan 52:26

3M ago52:26

52:26

Are you aiming for steady income from your investments? Discover the ins and outs of covered call strategies in our engaging episode featuring Howard Chan from Kurv Investments. We dive deep into how this strategy can generate additional returns while strategically managing risks. Throughout the episode, we unpack the mechanics of writing covered c…

1
Diversified Returns: The Case for Risk Parity with Alex Shahidi 58:09

3M ago58:09

58:09

Dive into the world of investment strategies with our latest episode focused on risk parity and the innovative ETFs, RPAR and UPAR. Join financial expert Alex Shahidi as he unpacks the evolving landscape of portfolio management, encouraging listeners to reassess their traditional views on asset allocation. The conversation covers the importance of …

1
Will Rhind on High Income Pass-Through Securities, Yield Boost Strategies, and Strategic Portfolio Diversification 56:46

3M ago56:46

56:46

Prepare to transform your income strategy as we explore the world of High Income Pass-Through Securities (HIPS) with our expert guest, Will. Discover how these unique investment vehicles can serve as robust alternatives during high inflation by tapping into the power of REITs, MLPs, closed-end funds, and business development companies. These securi…

1
Jake Hanley and Sal Gilberti on Commodity Trading Dynamics, Agricultural Stability, and Strategic ETF Innovations 1:00:26

3M ago1:00:26

1:00:26

Unlock the secrets to navigating the complex world of commodity trading with insights from Jake Hanley and Sal Gilberti of Tucreum ETFs. As key industry voices, Jake and Sal dissect the intricate relationship between tariffs, the strength of the dollar, and their profound effects on capital markets, especially agricultural commodities. With the loo…

1
Jay Hatfield on Small-Cap Stocks, Tariff Impacts, and Strategic Investment Success 49:45

4M ago49:45

49:45

Unlock the secrets of informed investing and sidestep the pitfalls of market gambling with insights from Jay Hatfield of Infrastructure Capital Advisors. Explore the nuanced interplay between tariffs, political narratives, and inflation expectations, as revealed by a University of Michigan survey. Jay shares his 35-year Wall Street journey, highlig…

1
Michael Gayed on Gold's Resilience, Japan's Interest Rate Challenges, and Strategic Investment Insights 11:27

4M ago11:27

11:27

Why is gold shining brighter while the yen wobbles? Join us for an enlightening conversation as we host Michael Gayed, the astute mind behind The Lead-Lag Report, who doesn't shy away from bold predictions. Michael explores the complexities of Japan's interest rate hikes and their impact on global market volatility. We dissect the turbulent trade w…

1
Seth Cogswell on Diversification Myths, Active ETF Strategies, and Mid-Cap Investment Opportunities 38:01

4M ago38:01

38:01

Unlock the secrets to achieving true diversification in your investment portfolio with insights from Seth Cogswell of Running Oak. Ever wondered if your large-cap portfolio is truly diversified, or if it's just another tech-heavy collection? We tackle the illusion of diversification, using SCHG as a critical case study, and reveal how active ETFs c…

1
Sal Gilberti on Agricultural Market Dynamics, Geopolitical Influences, and Strategic Investment Opportunities 42:19

4M ago42:19

42:19

Unlock the secrets of agricultural markets with Sal Gilberti as we unpack the dynamics behind key commodities like corn and wheat. Discover how these markets are influenced by a web of factors, from unpredictable weather patterns to the global ripple effects of the Russia-Ukraine conflict. Sal shares his insights on price rationing and the cyclical…

1
Craig Shapiro on Fed Policy Impacts, AI’s Financial Role, and Strategic Market Adaptations 43:01

4M ago43:01

43:01

Craig Shapiro, esteemed hedge fund expert and macro strategist for the Bear Traps Report, joins us for a compelling exploration of the intricate world of Federal Reserve policies and their interplay with artificial intelligence. Unravel the complexities of recent monetary decisions amidst a politically charged atmosphere, as we dissect the impacts …

1
Dynamic Portfolio Strategies for a Shifting Financial Landscape with Brad Barrie and Matt O'Brian 48:41

4M ago48:41

48:41

Unlock the secrets of crafting a robust investment portfolio with insights that challenge conventional wisdom. Join me, Michael Gayed, alongside experts Matt O'Brian and Brad Barrie, as we explore the critical role of diversification and the potential risks when concentration takes center stage. We'll unravel the intricacies of true diversification…

1
Chris Getter of Simplify, and Anupam Ghose on India's Economic Evolution, Investment Strategies, and Market Opportunities 50:08

4M ago50:08

50:08

What if investing in India could unlock unprecedented growth opportunities for your portfolio? Join us as we unravel the dynamic transformation of India's entrepreneurial and economic landscape, highlighting insights from Chris Getter of Simplify, and Anupam Ghose from System 2 Advisors. With first-hand accounts of navigating the complexities of In…

1
Craig Brockie on Gut Health Challenges, Naturopathic Turnaround, and Embracing Holistic Wellness 45:25

4M ago45:25

45:25

After years of struggling with chronic health issues, Craig Brockie found himself questioning the effectiveness of traditional Western medicine, particularly after experiencing the disruptive effects of antibiotics like tetracycline on his microbiome. Craig joins us to share his personal journey from battling acne and anxiety to embracing naturopat…

1
Howard Chan on Advanced ETF Insights, Technology Market Shifts, and Strategic Income Generation 48:23

4M ago48:23

48:23

Ready to uncover the secrets of advanced investment strategies in today's evolving market landscape? We're thrilled to have Howard Chan, the founder and CEO of Kurv Investment Management, join us. With a background in electrical engineering and critical roles at Goldman Sachs and PIMCO, Howard shares his unique insights into asset allocation and fi…

1
Mike Larson on Offensive Investment Styles, Global Diversification, and 2025 Market Trends 40:54

4M ago40:54

40:54

Join me, Michael Gayed, and my esteemed guest Mike Larson, Editor-in-Chief at Money Show, as we unravel the bold investment strategies that have reshaped the financial landscape in 2023. Discover how offensive investing styles have not only outperformed but also paved the way for potential recovery in the bond market, particularly high-quality trea…

1
Michael Gayed on Reverse Carry Trade Dynamics, AI’s Market Influence, and Independent Investment Strategies 37:13

4M ago37:13

37:13

Prepare to challenge everything you thought you knew about the macroeconomic landscape as we welcome Michael Gayed, the insightful founder of the Lead Lag Report, to dissect the future of global markets with a particular glance at 2025. With a bold statement about the reverse carry trade, especially through the lens of Japan's unique financial envi…

1
Michael Gayed on Market Manipulation Myths, Deregulation Impacts, and Strategic Investment Opportunities 42:14

4M ago42:14

42:14

What if everything you thought you knew about the financial markets was wrong? Join us as we welcome back seasoned market analyst Michael Gayed to dissect the pervasive notion of market manipulation. Together, we unravel the intricate roles that liquidity and algorithms play in shaping the financial landscape. As we navigate through the current sta…

1
Walter Deemer on Small Cap Potential, Historical Market Parallels, and Navigating Speculative Trends 37:10

4M ago37:10

37:10

Walter Deemer joins us to unravel the fascinating dynamics of small caps versus large caps in today's stock market, sparking the question: Are small caps the unsung heroes poised to lead future market trends? Together, we examine historical market parallels, particularly the early 1970s, and discuss whether we're witnessing a repeat of those cycles…

1
Nomi Prins on Central Bank Dynamics, Gold Reserves Strategy, and the AI Impact on Commodities Market 49:16

4M ago49:16

49:16

Ever wondered how the intricate dance between central banks shapes the global economy? Join me in a fascinating conversation with Nomi Prins, a former Wall Street senior manager and acclaimed author, as we unravel the complex dynamics at play. Together, we explore whether the actions of these financial powerhouses teeter on the edge of coordination…

1
Jeff Cullen and Cathy Howse on Dividend Strategies, ETF Insights, and Enhancing Financial Literacy 52:47

4M ago52:47

52:47

Unlock the secrets to strategic investing as Jeff Cullen and Cathy Howse from Schafer Cullen captivate us with their insights on the evolving world of dividend yield and its cyclical allure. Imagine institutional investors turning their gaze from high-flying large-cap momentum stocks to the steady allure of dividend-heavy plays. Jeff shares his exc…

Podcasts Worth a Listen

Michael A Gayed CFA Podcasts

Podcasts Worth a Listen