Mastering Market Trends with Technical Analysis: Insightful Trade Strategies with Michael Hewson

Mastering Market Trends with Technical Analys...

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The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new phase and why investors concentrated in infrastructure stocks could be taking more risk than they realize.With nearly half of the S& ...  Show more

Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade

In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance.From signs of mean reversion and passive-driven distortions to the cas ...  Show more

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