Podcast Episodes
Back to SearchResearch & Selectivity: Davis Advisors Market Outlook & Active ETFs
In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selec…
3 hours ago
Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns
In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how inve…
4 hours ago
Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving…
2 weeks, 5 days ago
After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what the Fed’s latest rate cuts…
2 weeks, 5 days ago
Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle
In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-…
2 weeks, 6 days ago
The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio
Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-L…
3 weeks, 4 days ago
The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing
In this episode of Lead-Lag Live, I sit down with Stephen Sikes, Chief Operating Officer at Public, to explore how artificial intelligence is transfo…
3 weeks, 6 days ago
The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call
In this episode of Lead-Lag Live, I sit down with Mike Barrasso, Co-Founder and CEO of WealthReach, to uncover one of the biggest blind spots in advi…
4 weeks ago
Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs
Emerging markets are changing fast. Old economy sectors like banks and energy no longer define the space. Instead, growth is being driven by internet…
1 month ago
The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape
Short term yields have shifted, liquidity matters more than ever, and investors are rethinking how to manage cash efficiently. In this Lead-Lag Deep …
1 month ago