Lead-Lag Live

Michael A. Gayed, CFA

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This ETF Lets You Buy SpaceX and Anthropic Right Now

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. 20min 8sec

All Episodes

This ETF Lets You Buy SpaceX and Anthropic Right Now

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. 20min 8sec

Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated

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. 40min 59sec

Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks

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. 58min 35sec

Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally

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. 54min 13sec

The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026

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. 1h 0min