Podcast Episodes
Back to SearchThe Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest d…
2 months, 2 weeks 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, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where …
2 months, 2 weeks ago
Webinar: Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap
Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break do…
2 months, 3 weeks ago
Income Without Limits: Jonathan Shelon on KLIP, Covered Calls, and Monthly Payouts That Work
In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm’s KLIP ETF delivers…
2 months, 3 weeks ago
The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of Investing
In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company’s new direct inde…
2 months, 3 weeks ago
Is the Fed about to start cutting rates — and what does that mean for your portfolio?
In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro lan…
2 months, 3 weeks ago
Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy m…
2 months, 4 weeks ago
Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs
In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income inves…
2 months, 4 weeks ago
Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax Trap
In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the ma…
2 months, 4 weeks ago
Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies
In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surroundin…
2 months, 4 weeks ago