Podcast Episodes
Back to SearchFantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next
In this episode of Lead‑Lag Live, I sit down with Seth Cogswell, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and examine what’s really underpinning today’s market m…
Published on 7 hours ago
Wall Street Meets Humanitarianism: RSU Founder Iryna Vashchuk Discipio Joins Gayed, Block & CNBC
Join this powerful and heartfelt panel discussion on how American veterans are stepping up to support Ukraine's fight for freedom. Featuring inspiring stories from Adam Kishleski, a retired Marine an…
Published on 3 days, 9 hours ago
Inside ETF Strategy: Paul Baiocchi on Market Shifts and Innovation at SS&C ALPS
In this episode of Lead-Lag Live, I sit down with Paul Baiocchi, CFA, Head of Fund Sales and Strategy at SS&C ALPS Advisors, to explore the strategies shaping today’s ETF landscape.
We dig into how AL…
Published on 5 days, 1 hour ago
Balanced or Broken? Jay Hatfield on Rates, Inflation, and Market Risks
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to talk about the biggest risks shaping markets right now — from sticky inflation to ballooning…
Published on 1 week ago
Value Beyond Growth with Kevin Orr
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Published on 1 week, 2 days ago
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem
Rethinking Diversification: Alex Shahidi on Risk Parity and the 60/40 Problem
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-CIO at Evoke Advisors, to talk abo…
Published on 1 week, 6 days ago
Breaking the 60/40 Rule: Matthew Tuttle on HEAT, AI, and Thematic Investing
In this episode of Lead-Lag Live, I sit down with Matthew Tuttle, CEO and CIO of Tuttle Capital, to talk about why the 60/40 portfolio no longer works — and how his HEAT formula helps investors adapt…
Published on 2 weeks ago
Global Market Valuations: Finding Alpha Beyond US Shores with Phil Wool
Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for international equities—particularly emerging marke…
Published on 2 weeks, 1 day ago
The Diversification Illusion with Brad Barrie and Matt O'Brian
Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen during the tech bubble – historical patterns show futu…
Published on 2 weeks, 1 day ago
Why Platinum Could Be Your Portfolio’s Hidden Gem: Investment Masterclass
Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals experts as they break down:
• The unique supply-dem…
Published on 2 weeks, 1 day ago