Lead-Lag Media

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Welcome to Lead-Lag Media — cutting-edge financial intelligence bridging Wall Street and Main Street. Hosted by Michael Gayed, CFA, "Lead-Lag Live" delivers real-time market analysis, macro insights, and interviews with top hedge fund managers, economists, and strategists. What you'll find here: Lead-Lag Live: Market commentary & expert interviews Macro analysis: Rates, credit spreads, yield curves & intermarket signals High-yield investing: ETF, CEF & income fund spotlights Subscribe to The Lead-Lag Report on Substack: leadlagreport.substack.com Follow on X: @leadlagreport Subscribe and never miss the signals that lead to financial success.

Home Videos Live Playlists

This ETF Lets You Buy SpaceX and Anthropic Right Now

This ETF Lets You Buy SpaceX and Anthropic Right Now Lead-Lag Media

684 views - 1 week ago

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

Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally Lead-Lag Media

334 views - 2 weeks ago

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

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

248 views - 2 weeks ago

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

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

168 views - 2 weeks ago

Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell

Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell Lead-Lag Media

104 views - 2 weeks ago

Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan

Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan Lead-Lag Media

1.2K views - 2 weeks ago

The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi

The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi Lead-Lag Media

153 views - 2 weeks ago

The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu

The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu Lead-Lag Media

215 views - 3 weeks ago

China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene

China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene Lead-Lag Media

110 views - 3 weeks ago

Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan

Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan Lead-Lag Media

273 views - 3 weeks ago

Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern

Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern Lead-Lag Media

117 views - 3 weeks ago

Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan

Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan Lead-Lag Media

276 views - 3 weeks ago

He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian

He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian Lead-Lag Media

210 views - 3 weeks ago

The Hidden Asset Class Beating Stocks? Carbon Credits Explained

The Hidden Asset Class Beating Stocks? Carbon Credits Explained Lead-Lag Media

12.1K views - 4 weeks ago

We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube, KraneShares

We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube, KraneShares Lead-Lag Media

24.8K views - 1 month ago

Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks

Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks Lead-Lag Media

241 views - 1 month ago

Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift

Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift Lead-Lag Media

5.1K views - 1 month ago

Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners

Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners Lead-Lag Media

11.5K views - 1 month ago

Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift

Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift Lead-Lag Media

12.5K views - 1 month ago

The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk

The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk Lead-Lag Media

5.8K views - 1 month ago

Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files

Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files Lead-Lag Media

6.5K views - 1 month ago

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

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

12.5K views - 1 month ago

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

Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade Lead-Lag Media

11.3K views - 1 month ago

Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race

Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race Lead-Lag Media

13.3K views - 1 month ago

Markets, Rates & ETF Innovation | A Conversation with GraniteShares

Markets, Rates & ETF Innovation | A Conversation with GraniteShares Lead-Lag Media

10.6K views - 1 month ago

3 Rate Cuts, Small Caps Surge & 9% Income? | Jay Hatfield’s 2025 Market Outlook

3 Rate Cuts, Small Caps Surge & 9% Income? | Jay Hatfield’s 2025 Market Outlook Lead-Lag Media

14K views - 1 month ago

Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Conviction

Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Conviction Lead-Lag Media

28.2K views - 1 month ago

Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Undervalued

Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Undervalued Lead-Lag Media

18.9K views - 1 month ago

Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs, and Portfolio Risk

Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs, and Portfolio Risk Lead-Lag Media

52.5K views - 1 month ago

Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New Risk Premium

Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New Risk Premium Lead-Lag Media

9.2K views - 1 month ago

Diversification Is Misunderstood: Inflation Risk, Portfolio Balance, and Investing Into 2026

Diversification Is Misunderstood: Inflation Risk, Portfolio Balance, and Investing Into 2026 Lead-Lag Media

12.1K views - 1 month ago

Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is Being Ignored

Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is Being Ignored Lead-Lag Media

13K views - 1 month ago

Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret

Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret Lead-Lag Media

14.4K views - 3 months ago

Inside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better

Inside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better Lead-Lag Media

14.4K views - 3 months ago

Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending

Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending Lead-Lag Media

8K views - 3 months ago

KULR CEO on Powering the Future of AI and Critical Infrastructure

KULR CEO on Powering the Future of AI and Critical Infrastructure Lead-Lag Media

14K views - 3 months ago

The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken

The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken Lead-Lag Media

14K views - 3 months ago

How Geopolitics and National Security Are Changing Tech Investing

How Geopolitics and National Security Are Changing Tech Investing Lead-Lag Media

12K views - 3 months ago

Research & Selectivity: Davis Advisors Market Outlook & Active ETFs

Research & Selectivity: Davis Advisors Market Outlook & Active ETFs Lead-Lag Media

15.2K views - 3 months ago

Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns

Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns Lead-Lag Media

14K views - 3 months ago

Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing

Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing Lead-Lag Media

14.2K views - 3 months ago

After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026

After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026 Lead-Lag Media

9.9K views - 3 months ago

Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle

Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle Lead-Lag Media

13.9K views - 3 months ago

The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio

The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio Lead-Lag Media

11K views - 4 months ago

The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing

The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing Lead-Lag Media

14.3K views - 4 months ago

The Advisor Marketing Blind Spot: Intent Data, AI Outreach, and Finding Clients Before They Call

The Advisor Marketing Blind Spot: Intent Data, AI Outreach, and Finding Clients Before They Call Lead-Lag Media

14.2K views - 4 months ago

Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs

Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs Lead-Lag Media

9.2K views - 4 months ago

The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape

The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape Lead-Lag Media

11.7K views - 4 months ago

How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture

How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture Lead-Lag Media

10.3K views - 4 months ago

Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom

Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom Lead-Lag Media

9.5K views - 4 months ago

The George Costanza Trade? Smarter Trading Strategies - OptionsANIMAL Webinar

The George Costanza Trade? Smarter Trading Strategies - OptionsANIMAL Webinar Lead-Lag Media

9.9K views - 4 months ago

Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case

Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case Lead-Lag Media

18.3K views - 4 months ago

Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income

Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income Lead-Lag Media

14.7K views - 4 months ago

Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios

Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios Lead-Lag Media

16.2K views - 4 months ago

Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”

Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core” Lead-Lag Media

15.5K views - 4 months ago

Humanoid Robots Are Coming: Investing in the KOID Opportunity

Humanoid Robots Are Coming: Investing in the KOID Opportunity Lead-Lag Media

16.8K views - 4 months ago

China Q3 Update & the KLIP Covered Call Strategy with henry Greene from KraneShares

China Q3 Update & the KLIP Covered Call Strategy with henry Greene from KraneShares Lead-Lag Media

17K views - 4 months ago

Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy

Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy Lead-Lag Media

24.3K views - 4 months ago

Fantasy vs Fundamentals: Jay Hatfield on Tech Valuations, Fed Cuts, and the Rotation into Income

Fantasy vs Fundamentals: Jay Hatfield on Tech Valuations, Fed Cuts, and the Rotation into Income Lead-Lag Media

9.4K views - 5 months ago

Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership

Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership Lead-Lag Media

24.5K views - 5 months ago