Skanda Amarnath & Michael Gayed: Unraveling t...

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down why today’s market feels increasingly speculative and why disciplined investing is being left behind.From meme-style factor leadership and zombie-company outper ...  Show more

In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.With inflation remain ...  Show more

Michael Green has some fascinating insights surrounding passive investing and the systematic risk it potentially poses to the overall market. Michael is a professional investor who has multiple decades managing tens of billions of dollars. Michael is the former portfolio manager ...  Show more

Hosts: Matty A. and Ryan Breedwell

Episode Overview:

In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ...

Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.   IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 01:58 - How To ...  Show more

IN THIS EPISODE, YOU’LL LEARN: 09:18 - Understanding the basics of valuations and how to interpret price multiples.  17:00 - What the Shiller P/E (CAPE) ratio is, and why it is telling us future returns are expected to be low going forward.   25:46 - What Lance thinks are som ...  Show more