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Lead-Lag Live

Michael A. Gayed, CFA

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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted through X Spaces by Michael A. Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape. In this exciting series, you'll have the rare opportunity to join Michael A. Gayed as ...
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The Philadelphia Flyers now lose their 6th straight game, dropping another game to the Capitals. a 4-0 deficit early was too much to overcome. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedul…
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The Philadelphia Sixers are a JOKE. Joel Embiid isn't starting the season off right surprise surprise. Oh and they lost the season opener. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule ha…
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Michael Taylor, PM of the Pink Fund, shares his extraordinary journey from the lab to the world of finance, bringing a unique perspective on investment strategies in the healthcare sector. With a background in molecular biology, Michael has transitioned successfully from a gene therapy scientist to a key player in healthcare finance. Learn how his …
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Join me, Michael Gayed, as I sit down with seasoned investor Gary Brode to tackle some of the most pressing issues in the financial world today. How effective are current regulations in the fight against foreign money laundering, and what role does Senator Elizabeth Warren play in this landscape? We dissect the effectiveness of fines and discuss po…
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The Philadelphia Flyers lose their 5th straight game, this time to the Washington Capitals 4-1! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer tim…
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More on: The Philadelphia Eagles and Saquon Barkley RUN THROUGH the New York Giants!! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check d…
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Discover the untapped potential of politically responsible investing with Hal Lambert of Point Bridge Capital in this thought-provoking episode. We unravel the mysteries behind market cap-weighted indices and explore how equally weighted strategies might better illuminate true security selection. Hal shares insights into the political currents shap…
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The Philadelphia Eagles and Saquon Barkley RUN THROUGH the New York Giants!! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord fo…
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The Philadelphia Flyers were shutout 3-0 by the Vancouver Canucks in their home opener. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check…
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Economic landscapes can be complex, especially in a post-pandemic world. Join us for an engaging discussion with Danielle DiMartino Booth, a former Federal Reserve insider, as she shares her insights on the evolving economic trends and the limitations of traditional inflation metrics. Discover how Jerome Powell's leadership and interest rate strate…
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Explore the transformative power of social media with Jay Van Bavel, a leading voice in psychology and neuroscience at NYU. Is the digital age reshaping how we connect—or divide? Join us as we dissect the moral and psychological landscapes carved out by platforms that amplify the loudest voices and often leave the silent majority unheard. From exam…
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Brodes joined Bleacher Report trying to turn the page to Eagles Giants, but the Nick Sirianni drama is stopping him. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more f…
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Ever wondered how a former Wall Street professional views the financial resilience of today's youth? Join us as we unpack the intriguing insights of Neely Tamminga, who now enlightens young minds as a college professor and consultant. From using preschool blocks to decode labor statistics, to understanding the financial hurdles faced by young adult…
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The Philadelphia Flyers lose to Edmonton Oilers in overtime, but Matvei Michkov scored 2 goals! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer tim…
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Market corruption is on the rise, and regulatory systems are struggling to keep up. Financial markets are becoming increasingly polarized, and the landscape is more complex than ever. Marc Cohodes, a seasoned investor and former hedge fund manager, shares his insights and firsthand experiences from a career that spans over four decades. Mark pulls …
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Dave Dombrowski and Rob Thomson both met with the media to discuss the Philadelphia Phillies heading into 2025. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexib…
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Nick Sirianni apologized to Eagles fans for yelling at the fans, but i don't care. Fire him! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. …
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Challenge your understanding of traditional finance with our latest episode featuring David Lin, a prominent YouTuber and former financial journalist. Discover why the conventional wisdom of gold as an inflation hedge might not hold up and how Federal Reserve policies and China's evolving economic stance are reshaping global market landscapes. Davi…
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The Philadelphia Flyers split their back to back in Vancouver & Calgary to start the 2024 season! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer t…
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The Philadelphia Eagles barely beat the Cleveland Browns, but the big story is Nick Sirianni. He needs to be fired for his lack of leadership!! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedu…
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Explore the intricate world of financial markets with expert David Nicoski as we unravel the secrets to successful sector rotation and bond market timing. Promising a treasure trove of insights, this episode guides you through the labyrinth of sector diversification, highlighting how technical analysis can unlock lucrative opportunities beyond the …
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Unlock the secrets of navigating market ups and downs with insights from seasoned trader Chris Vermeulen and Lead-Lag Report publisher Michael Gayed. Chris recounts his journey from trading during the tech bubble to mastering a refined strategy anchored in technical analysis and ETFs. We promise that you'll gain the knowledge to ride upward trends …
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Unlock the secrets of agricultural commodities and discover how grains like wheat and corn can diversify and stabilize your investment portfolio. Join us as we explore the seasonal price patterns of these essential commodities, particularly in July, and learn how to capitalize on these fluctuations for positive alpha with minimal downside risk. Sal…
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Where do the Philadelphia Phillies go from here after NLDS loss to Mets? Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord for ti…
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What if the conventional wisdom you've trusted for years is actually leading you astray in your investments? Join us as we unravel the complexities of financial advising with Alex Shahidi, co-CIO of Evoke Advisors. With 25 years of experience, Alex shares how market expectations from the late 90s often clashed with reality, especially in the turbul…
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The Philadelphia Phillies were eliminated by the New York Mets in the NLDS. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord for…
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What if Canada never faced a housing bust because of unique factors at play? Join me, Michael Gayed, and our guest, Ron Butler, a seasoned mortgage expert with three decades of experience, as we tackle the intricate labyrinth of the Canadian housing market. You'll uncover the reasons behind Canada's resilience to a housing crisis, even when other c…
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The Philadelphia Phillies no show NLDS Game 3 and the New York Mets are now 1 win away from NLCS. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer t…
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Brodes talks more about Phillies Mets NLDS Game 2 and how Bryce Harper was born for big playoff moments! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in s…
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The Philadelphia Phillies and Nick Castellanos walk off the New York Mets in NLDS Game 2!!! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. C…
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The Philadelphia Phillies drop game 1 of the NLDS to the New York Mets. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord for tim…
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Unlock the secrets behind Japan's unexpected political shifts and their seismic impact on financial markets. Discover how Takaichi, a staunch right-wing conservative, has shaken up the political scene by opposing rate hikes and backing a weaker yen, leading to a surprising surge in the Nikkei index. Join Weston Nakamura, with his extensive institut…
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The Philadelphia Phillies will face the New York Mets in the NLDS! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord for times ea…
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Discover the transformative potential of nuclear energy in the United States as we welcome Justin Huhn, a technical momentum trader turned passionate nuclear advocate, to our show. Prepare to have your misconceptions about nuclear power shattered as Justin unveils why it stands as the safest and most efficient form of electricity. From the Trump ad…
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Let's talk about Jalen Hurts and Darius Slay off the field for the Philadelphia Eagles. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check…
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Unlock the secrets behind the housing market's current state and its affordability crisis in our latest episode. Join us as we sit down with Chris Porter from John Burns Research and Consulting to dissect why, despite falling mortgage rates, places like Orange County, California, are still seeing price hikes that make housing 30% overpriced on a na…
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Brodes discusses the Philadelphia Eagles loss to Tampa Bay 24 hours after the loss. Howie Roseman and Jeffrey Lurie should have seen this coming! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Sche…
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Unlock the secrets to high-reward, high-risk microcap investments with Alejandro Yela, a polymath in law, economics, investment banking, and real estate. Alejandro reveals the nuanced world of microcaps, sharing his incredible journey from restructuring companies to managing separately managed accounts. Through his global lens, including firsthand …
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The Philadelphia Eagles with another trash effort in Tampa Bay! What do ya know? Buccaneers win 33-16. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in sum…
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Curious about how the US energy market is evolving and what it means for your investments? Tune in to our latest episode where we break down the impact of US energy policies and inflation control efforts. Featuring insights from Mark Newton, Chief Technical Strategist at Fundstrat, we explore a bearish outlook on crude oil due to expected supply in…
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Ever wondered how the dynamic world of bond markets can impact your investments? Join us as we engage with Harley Bassman, a Wall Street veteran, to uncover the intricate relationship between Fed funds rates, two-year notes, and their broader implications for inflation and long-term bonds. Harley's extensive career, from Merrill Lynch to Simplify A…
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Brodes & Tom Kelly were on 94.1 WIP asking if Eagles fans feel better or worse about Jalen Hurts and Nick Sirianni? Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more fl…
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Brodes joined Bleacher Report and asked if the Eagles should allow Nick Sirianni to call final shots? Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summ…
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Experience the financial wisdom of Rick Rule, a luminary in natural resource finance, as we dissect the intricate effects of price controls and their historic failures. Learn how rent controls in New York City transformed vibrant neighborhoods into neglected slums and understand the broader societal impacts of price manipulation. Rick shares his ca…
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Brodes joined Bleacher Report to discuss bold postseason predictions for the Philadelphia Phillies! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer…
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The Philadelphia Phillies are your 2024 NL East Champions!! Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in summer time. Check discord for times each week…
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Brodes reflects on why he was so angry after the Philadelphia Eagles WIN in New Orleans vs the Saints. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a little more flexible in sum…
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The Philadelphia Eagles escape the New Orleans Saints with a win, but Nick Sirianni and Jalen Hurts are waaaaaaay too sloppy. Join this channel to get access to perks: https://www.youtube.com/channel/UCGQR8cWUazHSHfnIzzHEISg/join DISCORD LINK: https://discord.gg/z9c5cFVGJc Coffee with Brodes - 11AM on Mondays and Thursdays (Schedule has been a litt…
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Are you ready to uncover the secrets of the future workforce? Join us as we engage with Matthew Chang, a pioneering engineer and founder of Chang Robotics, who sheds light on the critical shortage of trade skills in the U.S. due to offshoring and the burgeoning value of robotics expertise. We'll explore significant advancements in robotics technolo…
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Discover how political decisions can make or break your investment strategies in our thought-provoking episode with Hal Lambert from Point Bridge Capital. We'll uncover the hidden pitfalls that could be lurking in your mutual funds and 401(k)s due to the political stances of companies like Target, Nike, and Disney. With Lambert as our guide, we'll …
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