Best Michael A Gayed CFA Podcasts (2025)

1
Tariffs, Tech, and China's AI Awakening with Derek Yan 51:48

2d ago51:48

51:48

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 40:12

12d ago40:12

40:12

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 51:21

13d ago51:21

51:21

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 54:10

22d ago54:10

54:10

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 54:33

23d ago54:33

54:33

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 46:07

27d ago46:07

46:07

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 49:55

1M ago49:55

49:55

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 52:55

1M ago52:55

52:55

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 52:57

2M ago52:57

52:57

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 46:17

2M ago46:17

46:17

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 45:00

2M ago45:00

45:00

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 47:25

2M ago47:25

47:25

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 56:15

2M ago56:15

56:15

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 43:51

2M ago43:51

43:51

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 45:51

2M ago45:51

45:51

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 52:15

2M ago52:15

52:15

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 57:13

2M ago57:13

57:13

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 55:49

2M ago55:49

55:49

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 59:30

2M ago59:30

59:30

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 49:35

2M ago49:35

49:35

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 11:16

3M ago11:16

11:16

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 37:51

3M ago37:51

37:51

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 42:09

3M ago42:09

42:09

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 42:51

3M ago42:51

42:51

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 48:30

3M ago48:30

48:30

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 49:58

3M ago49:58

49:58

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 45:15

3M ago45:15

45:15

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 48:12

3M ago48:12

48:12

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 40:44

3M ago40:44

40:44

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 37:02

3M ago37:02

37:02

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 42:03

3M ago42:03

42:03

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 37:00

3M ago37:00

37:00

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 49:06

3M ago49:06

49:06

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 52:36

3M ago52:36

52:36

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…

1
Jay Hatfield on Deregulation Effects, Strategic Bond Alternatives, and Inflation Risk Management Strategies 44:10

3M ago44:10

44:10

Join us for an enlightening conversation with Jay Hatfield, a Wall Street veteran, where he dissects the intricate world of financial markets with a focus on deregulation and its potential ripple effects on inflation. We'll guide you through the complexities of the fixed income market and the unique benefits of active management. Jay provides inval…

1
Jeff Sarti on Rethinking Diversification, Private Credit Insights, and Behavioral Finance in Investing 43:04

3M ago43:04

43:04

What if everything you thought you knew about diversification was wrong? Join us for a compelling conversation with Michael Gayed, Publisher of The Lead-Lag Report, and Jeff Sarti from Morton Wealth as we challenge the status quo on what it means to truly diversify an investment portfolio. In a world of unpredictable markets, we discuss the vital i…

1
Timothy Sykes on Mastering Penny Stocks, Navigating Volatility, and Aligning Wealth with Philanthropy 46:41

3M ago46:41

46:41

Renowned trader and educator Timothy Sykes joins us to unravel the fascinating story of his pivot from a promising tennis career to mastering the stock market with his bar mitzvah money. Imagine an injury altering your life's path so dramatically that it leads you to become a millionaire trader. Timothy's journey offers a tapestry of invaluable les…

1
Vance Barse on Narcissism in Professional Careers, Market Volatility Strategies, and Psychological Investment Influences 43:21

3M ago43:21

43:21

Uncover the surprising links between narcissism and career paths in finance, medicine, and law with renowned personality dynamics expert, Vance Barse. This episode promises an enlightening exploration into the multifaceted nature of clinical narcissism, dissecting its overt and covert forms. We go beyond surface-level traits, examining how these be…

1
Euan Sinclair on Simplifying Options Trading, Zero DTE Strategies, and Navigating Volatility Risks 42:33

3M ago42:33

42:33

What if options trading isn't as complex as it's made out to be? Join us as we welcome Euan Sinclair, a distinguished expert in the field, who challenges the common perception of options as intricate financial instruments. Discover how the landscape has transformed in the wake of the COVID-19 pandemic, driven by a surge of retail traders who have r…

1
Paisley Nardini on Alternative Investments, Managed Futures Strategies, and Navigating Market Volatility 48:27

4M ago48:27

48:27

Ever felt overwhelmed by the sheer number of investment options, much like trying to choose from dozens of toothpaste brands? Join us for a fascinating discussion with Paisley Nardini, a seasoned CFA charterholder, as she pulls back the curtain on the world of alternative investments. Discover how Paisley's extensive experience at Simplify Asset Ma…

1
Vuk Vukovic on Elite Network Dynamics, Innovative Market Research, and Strategies for Addressing Economic Inequality 43:42

4M ago43:42

43:42

What if political connections, not just systemic issues, are the real drivers of income inequality? Join us for a compelling conversation with political economist Vuk Vukovic, who challenges conventional wisdom with his insights into the intricate web of elite networks. With his expertise and his book "Elite Networks," Vuk unpacks how these connect…

1
Hal Lambert on Politically Driven Investment Strategies, MAGA ETF Performance, and Navigating Deregulation Dynamics 44:45

4M ago44:45

44:45

Join us as we sit down with Hal Lambert of Point Bridge Capital, where he unveils the politically conscious investment strategies that are shaking up the financial world. Can political beliefs truly influence your investment portfolio? Hal makes a compelling case with his America First ETF (MAGA), which taps into companies backing conservative agen…

1
Julian Brigden on "Trump 2.0" Market Impacts, Cryptocurrency Dynamics, and Avoiding Speculative Bubbles 39:20

4M ago39:20

39:20

What if a political resurgence could reshape financial landscapes? Join me, Michael Gayed, alongside the seasoned financial strategist Julian Brigden, as we dissect the hypothetical "Trump 2.0" scenario. We tackle its potential ripple effects across growth, equities, fixed income, and the dollar, with a special spotlight on the evolving role of cry…

1
Phillip Wool on Machine Learning in Investing, US Equities Strategy, and Emerging Market Opportunities 45:23

4M ago45:23

45:23

Unlock the secrets of strategic investing with Phil Wool from Reliant Global Advisors as he shares how machine learning is revolutionizing portfolio management by focusing on individual company analysis over macroeconomic speculation. Gain insights into the current dynamics of US equities as they navigate through expectations of a soft landing and …

1
Kyle Kazan on Cannabis Industry Evolution, Strategic Real Estate Insights, and Overcoming Federal Challenges 43:47

4M ago43:47

43:47

From the football field to the boardroom, discover how Kyle Kazan's journey from college athlete to real estate mogul reshaped his vision for the cannabis industry. Listen to Kyle as he reveals how he navigated the worlds of law enforcement, special education, and real estate investing before becoming a pivotal player in cannabis. His insights offe…

1
Meb Faber on Cutting-Edge ETF Innovations, Tax-Efficient Strategies, and Global Investment Outlook 41:32

4M ago41:32

41:32

Uncover cutting-edge strategies in the world of ETFs with our special guest, Meb Faber from Cambria. We dive into the shifting landscape of fixed income yield spreads and explore how these changes influence the transition from traditional mutual funds to innovative ETF structures. Meb opens up about Cambria's bold approach with their open enrollmen…

1
Aleks Svetski on Bitcoin's Transformative Potential, Quantum Computing Challenges, and Philosophical Insights from "Bushido of Bitcoin 34:09

4M ago34:09

34:09

Can Bitcoin reshape the societal structures we know today? Join us as I, Michael Gayed, publisher of The Lead Lag Report, engage in a compelling dialogue with Aleks Svetski, a seasoned Bitcoin enthusiast and entrepreneur, who shares his transformative journey from skepticism to profound understanding of Bitcoin's intricate relationship with global …

1
Lakshman Achuthan on Economic Cycle Insights, Yield Curve Un-inversion, and Global Manufacturing Challenges 38:19

4M ago38:19

38:19

Join us for an insightful conversation with Lakshman Achuthan from the Economic Cycle Research Institute (ECRI), where we promise you'll gain a deeper understanding of the complex world of economic cycles. Lakshman, a veteran in business cycle analysis, shares his expertise on the intricate dance between growth, inflation, and employment, and how t…

1
Max Osbon on Tech Investment Resilience, Market Volatility Strategies, and the Speculative World of SPACs and Micro-Cap Innovations 44:13

4M ago44:13

44:13

Join us as Max Osbon of Osbon Capital Management reveals how tech investments can thrive amid market volatility and unpredictable times. Discover how to anticipate market pullbacks while unlocking the potential of semiconductor giants like Nvidia, which are essential for navigating hype cycles. Max provides expert insights on managing risk assets a…

1
Amy Nixon on Post-Pandemic Housing Dynamics, Mortgage Lock-in Paradoxes, and Strategic Investment Insights 35:33

4M ago35:33

35:33

Discover the unexpected consequences of a post-pandemic housing market with renowned housing analyst Amy Nixon. As mortgage rates rise, the phenomenon of mortgage lock-in is holding homeowners back from selling, creating an intriguing paradox of constrained supply amidst cooled demand. We unravel the unconventional tactics like builders buying down…

Podcasts Worth a Listen

Michael A Gayed CFA Podcasts

Podcasts Worth a Listen