Lead-Lag Live

Lead-Lag Live

Michael A. Gayed, CFAMichael A. Gayed, CFA
Release Date

All Episodes

Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phas ...  Show more

 . 41min 43sec
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ...  Show more

 . 44min 24sec
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang

Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking ...  Show more

 . 59min 47sec
The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick

Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now. Mike Toney-Hoffman drives the TrendSpider S ...  Show more

 . 45min 19sec
Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live

Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflatio ...  Show more

 . 23min 53sec