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Lead-Lag Live

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

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

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

Lead-Lag Live

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