Lead-Lag Live Podcast
1) Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook
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 ra...Show More
2) Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test
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...Show More
3) Weekly Paychecks from Tesla? Will Rhind on High-Yield ETFs and the Next Evolution in Income
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 Co...Show More
4) Faith vs Frenzy: Fr. Emmanuel Lemelson on Gold Mania, AI Hype, and the Morality of Markets
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 ex...Show More
5) The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom
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 ...Show More
6) Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next
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 ...Show More
7) Webinar: Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap
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 co...Show More
8) Income Without Limits: Jonathan Shelon on CLIP, Covered Calls, and Monthly Payouts That Work
In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm’s CLIP ETF delivers monthly income and international diversification —...Show More
9) The $1,000 Revolution: Sam Nofsinger on Direct Indexing, Taxes, and the Future of Investing
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 to...Show More
10) Is the Fed about to start cutting rates — and what does that mean for your portfolio?
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 w...Show More