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Lead-Lag Live

Chinese Internet Is the Cheapest It's Been in a Decade | KWEB

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China's Contrarian Trade Is Finally Working — Here's Why | KWEB

Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC

The Oil Math Wall Street Refuses to Run | Joe Dube, USCF

Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed

Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play

Venezuela's Hidden Crisis Is a Warning for U.S. Investors

How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield

KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run

AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu

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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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