Lead-Lag Live Podcast
1) Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom
In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversatio...Show More
2) The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar
Join Michael Gayed, Melanie Schaffer, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George Costanza Trade.” In this webinar, they chat about: Wh...Show More
3) Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case
International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore ...Show More
4) Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakenin...Show More
5) Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after ...Show More
6) Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings about depreciation manipulation, inflated AI earnings, ...Show More
7) Humanoid Robots Are Coming: Investing in the KOID Opportunity
In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployme...Show More
8) China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares
In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why...Show More
9) The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy
In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformation — including the long-awaited launch of the COR por...Show More
10) Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership
In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance ...Show More