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Lead-Lag Live

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

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

Anthropic IPO, Claude &amp

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

The 60/40 Portfolio Is DEAD — Here&#39

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

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

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

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

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Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing. Hosted by Michael A. Gayed, CFA — publisher of The Lead-Lag Report and a widely followed voice on macro strategy — each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets. Every week, we go deep on the themes that matter most: macro trends, interest rates and Fed policy, equity and bond markets, ETF strategies, geopolitical risk, asset allocation, commodities, currencies, and the interplay between risk-on and risk-off positioning. Whether you manage billions or are just getting started, Lead-Lag Live delivers actionable analysis and frameworks you can use — not surface-level market commentary. Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion. Subscribe now and follow @leadlagmedia on X for upcoming live events.

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

Lead-Lag Live

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