Best Michael A Gayed CFA Podcasts (2025)

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Falling Rates, Rising Uncertainty: Investors Chase Higher Yields 33:05

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2h ago33:05

33:05

In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies. They unpack: - Why rates are headed lower (and what it means fo…

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Lift Up Your Future: Seth Cogswell on Starting Early, Discipline, and Building Wealth That Lasts 11:45

1h ago11:45

11:45

In this special Take Your Kid to Work Day edition of Lead-Lag Live, Grade 9 student Ezra Briski steps in as host to explore this year’s theme: Lift Up Your Future — how the choices we make today shape the opportunities we have tomorrow. Ezra sits down with Seth Cogswell, Founder and Managing Partner at Running Oak Capital, to discuss why starting e…

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Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook 40:40

4h ago40:40

40:40

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside. Jay breaks down: Why the Fed has caused nearly every post-…

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Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test 17:16

18h ago17:16

17:16

In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it. From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad expl…

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Weekly Paychecks from Tesla? Will Rhind on High-Yield ETFs and the Next Evolution in Income 7:49

1d ago7:49

7:49

In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm’s YieldBoost lineup is rewriting the rules of income investing. From Tesla to Coinbase, GraniteShares has built a new category of weekly-paying ETFs that deliver institutional-style yield strategies to everyday investors — no opti…

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Faith vs Frenzy: Fr. Emmanuel Lemelson on Gold Mania, AI Hype, and the Morality of Markets 35:26

4d ago35:26

35:26

In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of faith, finance, and speculation in an era of market excess. From calling tops in gold and silver to exposing fraud on Wall Street, Fr. Emmanuel argues that modern markets have become spiritually and ethic…

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The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom 18:48

13d ago18:48

18:48

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025. From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — …

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Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next 26:18

11d ago26:18

26:18

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where low-quality, high-debt companies are outperforming — and why that may be setting up one of the biggest long-term buying opportunities in years. From zombie stocks to the passive investing paradox, Seth…

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Webinar: Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap 29:59

17d ago29:59

29:59

Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break down a smarter option: using a 351 ETF exchange to convert appreciated, concentrated stock positions into a diversified ETF without triggering taxes. Think of it like a 1031 for public equities—contribut…

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Income Without Limits: Jonathan Shelon on KLIP, Covered Calls, and Monthly Payouts That Work 16:28

20d ago16:28

16:28

In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm’s KLIP ETF delivers monthly income and international diversification — without giving up growth. With covered call strategies back in focus, Jonathan explains why China’s tech sector provides more volatility (and therefo…

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The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of Investing 17:09

18d ago17:09

17:09

In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company’s new direct indexing feature is bringing institutional investing tools to everyday investors. For the first time, investors can build their own index, own every underlying stock, and optimize for taxes with just $1,00…

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Is the Fed about to start cutting rates — and what does that mean for your portfolio? 42:53

22d ago42:53

42:53

In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase. Topics Covered: Why small caps could surge as rate cuts begin The truth …

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Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now 17:53

23d ago17:53

17:53

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle. From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data coul…

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Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs 17:50

24d ago17:50

17:50

In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors. From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating cons…

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Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax Trap 22:32

24d ago22:32

22:32

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest. From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment th…

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Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies 22:26

24d ago22:26

22:26

In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies. From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shar…

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California at a Crossroads: Ethan Penner on Gavin Newsom, Trump, Reform, and Rebuilding the State 28:42

25d ago28:42

28:42

In this episode of Lead-Lag Live, I sit down with Ethan Penner — independent candidate for California governor and a trailblazer in U.S. commercial real-estate finance — to break down what he calls the “collapse of competent governance” in California. From a radical tax overhaul to fixing housing and energy costs, Penner outlines how he’d reverse d…

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AI Today: From Chatbots to Humanoid Robots – Investing in the Full Stack 52:24

1M ago52:24

52:24

Imagine the internet’s 20-year curve compressed into a few years: costs plummet, capabilities skyrocket, and adoption leaps from novelty to necessity. That’s where AI stands today. In this episode, we go deep into the evolution of reasoning models—how chatbots are transforming into agents that plan, code, and act across real workflows. Then, we exp…

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Mastering Options Basics — Long vs. Short, Covered Calls, and Zero DTE Risks | Live Webinar 34:00

1M ago34:00

34:00

Join me as I sit down with Greg Jensen, Founder of OptionsAnimal, and Eric Hale, Founder of Trader Oasis, to break down the foundations of smart options trading. After our last deep dive into the collar strategy, we’re going back to basics to answer the biggest questions every trader faces. Greg and Eric explain when it’s appropriate to buy long op…

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Beyond 60/40: Alex Shahidi on Diversification, Inflation, and Risk Parity Investing 17:01

1M ago17:01

17:01

By Michael A. Gayed, CFA

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Why Gold’s Quiet All‑Time High Matters (and How BAR Lowers the Cost of Owning It) 49:22

1M ago49:22

49:22

By Michael A. Gayed, CFA

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Building All-Weather Income with Pass-Throughs and HIPS 45:51

1M ago45:51

45:51

By Michael A. Gayed, CFA

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Boom or Bust: Kai Wu on AI CapEx, Concentration Risk, and the Next Phase of Tech 20:28

1M ago20:28

20:28

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets. From Nvidia’s record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today’s AI boom echoes past capital cycles—and why investors may be missing the rea…

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Fed vs Reality: Jay Hatfield on Outdated Data, Rate Cuts, and Where to Invest Now 25:18

1M ago25:18

25:18

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle. From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and whe…

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Collar Strategies: Protecting Downside While Keeping Upside Alive 26:29

2M ago26:29

26:29

Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down: How collars act as a dynamic “insurance policy” for your portfolio Why risk management matters more than stock picking Real trade examples with Apple & Nvidia How to …

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Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns 53:07

2M ago53:07

53:07

Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines …

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The Forgotten Hedge: Brandon Thor on Gold, Sovereignty, and Beating Wall Street’s Game 15:02

2M ago15:02

15:02

In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios. As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversi…

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Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides 41:35

2M ago41:35

41:35

During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now. From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can…

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Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End 14:44

2M ago14:44

14:44

In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data. With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and por…

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Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss 16:31

2M ago16:31

16:31

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets. From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wro…

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Weekly Payouts from Volatility? Will Rhind on GraniteShares YieldBOOST ETFs 10:27

3M ago10:27

10:27

In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a strategy designed to generate high weekly distributions by selling options on volatile assets like Tesla, Bitcoin, and Coinbase. We break down how these funds work, the real risks behind the high yields,…

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Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next 25:47

2M ago25:47

25:47

In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market momentum. From zombie companies to the staggering dominance of passive investing, Seth lays out how fundamentals no longer align with price—and why the …

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Wall Street Meets Humanitarianism: RSU Founder Iryna Vashchuk Discipio Joins Gayed, Block & CNBC 1:07:54

3M ago1:07:54

1:07:54

Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring inspiring stories from Adam Kishleski, a retired Marine and CEO of MLB Outdoors, and Irina Vashchuk, founder of Revived Soldiers Ukraine, this video highlights the incredible resilience of Ukrainian soldiers a…

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Inside ETF Strategy: Paul Baiocchi on Market Shifts and Innovation at SS&C ALPS 29:23

3M ago29:23

29:23

In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today’s ETF landscape. We dig into how ALPS differentiates itself in a crowded market, the role of innovation in fund design, and where investors should be looking for opportunities as flows …

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Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks 24:21

3M ago24:21

24:21

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning government debt. We dig into why markets may be underestimating the Fed, how high interest costs could push the U.S. closer to a debt crisis, and whet…

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Value Beyond Growth with Kevin Orr 38:05

3M ago38:05

38:05

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…

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Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem 18:44

3M ago18:44

18:44

Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk about why most portfolios aren’t nearly as diversified as investors think — and how risk parity aims to fix that. We dig into why the traditional 60/40 p…

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Breaking the 60/40 Rule: Matthew Tuttle on HEAT, AI, and Thematic Investing 21:21

3M ago21:21

21:21

In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt to today’s market realities. We dig into why bonds fail as a hedge, how AI is reshaping investing, and the thematic opportunities most people are miss…

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Global Market Valuations: Finding Alpha Beyond US Shores with Phil Wool 40:49

3M ago40:49

40:49

Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging markets—at a time when U.S. stocks trade at historically high valuations. The numbers tell a striking story: U.S. equities currently command a Shiller-CAPE …

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The Diversification Illusion with Brad Barrie and Matt O'Brian 44:11

3M ago44:11

44:11

Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen during the tech bubble – historical patterns show future returns likely to be flat over the next five years. Brad Barry and Matt O'Brien from Dynamic Wealth Group challenge the conventional wisdom of diver…

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Why Platinum Could Be Your Portfolio’s Hidden Gem: Investment Masterclass 44:51

3M ago44:51

44:51

Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals experts as they break down: • The unique supply-demand dynamics making platinum increasingly valuable • How platinum compares to gold and silver in a diversified investment portfolio • Industrial appli…

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Avoiding the Tax Man: Bruce Lavine on how to Diversify Without Getting Burned 13:03

3M ago13:03

13:03

In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify out of concentrated stock positions without triggering massive tax bills. We dig into the upcoming launch of the LCOR ETF, built around the innovative…

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Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market 27:03

3M ago27:03

27:03

In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile market. We talk valuation risk, tariffs, and intergenerational wealth strategy — and why Richard is focused on preservation over prediction in a market full…

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The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan 29:57

3M ago29:57

29:57

KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares. This isn't just another tech fund. $AGIX is built for the AI age — giving investors rare exposure to the companies powering artificial general intelligence (AGI), inc…

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The Truth Behind Investment Gurus and Fast Money 50:56

3M ago50:56

50:56

Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing truth from financial noise in this compelling conversation about wealth creation, market efficiency, and reclaiming the American Dream. Mattson cuts through the clutter of internet investment gurus w…

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Beyond the Bull: Navigating the 351 Exchange Revolution With Meb Faber 28:28

3M ago28:28

28:28

Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset managers can't stop talking about. This little-known provision allows investors to contribute appreciated securities to create new ETFs without triggering t…

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Wall Street's Blind Spot: Why Most Analysts Miss the Budget Deficit Story with Jay Hatfield 38:45

3M ago38:45

38:45

The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numbers reveals a fundamentally different picture than what dominates headlines. Examining Congressional Budget Office projections shows they completely om…

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Markets Gone Wild with Seth Cogswell 42:09

3M ago42:09

42:09

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…

1
Income Strategies for Uncertain Markets with Jay Hatfield 48:39

3M ago48:39

48:39

Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts! Youtube: https://youtube.com/playlist?list=PLgB6B-mAeWlPM9KzGJ2O4cU0-m5lO0lkr&si=W_-jLsiREjyAIgEs Spotify: https://open.spotify.com/show/75YJ921WGQqUtwxRT71UQB?si=4R6kaAYOTtO2V Sign up to The Lead-Lag Report on Substack and get 30% off the…

1
Beyond Traditional Diversification with Brad Barrie 50:56

3M ago50:56

50:56

What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with a deliciously simple analogy: building an investment portfolio is like baking the perfect cookie. Most investors focus on finding either the best ingre…