Podcast Episodes
Back to SearchAvoiding the Tax Man: Bruce Lavine on how to Diversify Without Getting Burned
In this episode of Lead-Lag Live, I sit down with Bruce Levine, COO and Head of ETFs at Astoria Portfolio Advisors, to talk about one of the biggest problems facing investors today — how to diversify…
Published on 2 weeks, 4 days ago
Preservation Over Prediction: How Richard McWhorter Navigates Risk in Today’s Market
In my first episode hosting Lead-Lag Live, I sit down with Richard McWhorter, Managing Partner at SRM Private Wealth, to unpack how he’s advising high-net-worth clients through today’s volatile marke…
Published on 2 weeks, 5 days ago
The ETF That Owns X.AI and Anthropic — Inside the AI Arms Race with Derek Yan
KraneShares’ Derek Yan joins me on Lead-Lag Live to break down the only U.S.-listed ETF that owns equity in private AI giants like X.AI and Anthropic — in partnership with REX Shares.
This isn't just …
Published on 2 weeks, 5 days ago
The Truth Behind Investment Gurus and Fast Money
Mark Mattson, founder of an $11.5 billion investment advisory firm managing wealth for 35,000 families, delivers a masterclass in separating investing truth from financial noise in this compelling co…
Published on 2 weeks, 6 days ago
Beyond the Bull: Navigating the 351 Exchange Revolution With Meb Faber
Tax strategies rarely generate genuine excitement, but the 351 exchange is proving to be the exception that financial advisors, investors with concentrated positions, and forward-thinking asset manag…
Published on 3 weeks, 5 days ago
Wall Street's Blind Spot: Why Most Analysts Miss the Budget Deficit Story with Jay Hatfield
The financial world is plagued by misconceptions about the budget deficit, with both political parties incentivized to make our fiscal situation appear worse than reality. Diving into the actual numb…
Published on 3 weeks, 5 days ago
Markets Gone Wild with Seth Cogswell
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Published on 3 weeks, 6 days ago
Income Strategies for Uncertain Markets with Jay Hatfield
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Published on 4 weeks, 2 days ago
Beyond Traditional Diversification with Brad Barrie
What if everything you thought about diversification was incomplete? In this eye-opening session, Brad Barrie of Dynamic Wealth Group challenges conventional wisdom about portfolio construction with …
Published on 1 month ago
The Brand Advantage with Kai Wu
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Published on 1 month ago