Podcast Episodes
Back to SearchMichael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings abou…
7 months ago
Unlimited Portable Energy with COR #WorksportLtd
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7 months, 1 week ago
Humanoid Robots Are Coming: Investing in the KOID Opportunity
In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the the…
7 months, 1 week ago
China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares
In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are im…
7 months, 1 week ago
The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy
In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformation…
7 months, 1 week ago
Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership
In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind e…
7 months, 2 weeks ago
China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB
n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening in…
7 months, 2 weeks ago
The Perfect Storm: Si Katara on Daily Overlays, Volatility, and the Future of Income ETFs
In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays a…
7 months, 2 weeks ago
AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed
In this episode of Lead-Lag Live, host Michael A. Gayed, CFA sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the marke…
7 months, 3 weeks ago