Podcast Episodes
Back to SearchNarratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss
In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S.…
10 months ago
Weekly Payouts from Volatility? Will Rhind on GraniteShares YieldBOOST ETFs
In this episode of Lead-Lag Live, I sit down with William Rhind, Founder and CEO of GraniteShares, to dig into the firm’s YieldBOOST ETF lineup, a st…
10 months, 1 week ago
Fantasy 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 e…
10 months, 1 week 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 inspirin…
10 months, 1 week 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 strategie…
10 months, 1 week 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 marke…
10 months, 2 weeks ago
Value Beyond Growth with Kevin Orr
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10 months, 2 weeks 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…
10 months, 3 weeks 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 work…
10 months, 3 weeks ago
Shift from Legacy to Tech Stocks Strategy
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10 months, 3 weeks ago