Podcast Episodes
Back to SearchThe Forgotten Hedge: Brandon Thor on Gold, Sovereignty, and Beating Wall Street’s Game
In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in mod…
3 months, 3 weeks ago
Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides
During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors shoul…
4 months, 1 week ago
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End
In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after P…
4 months, 1 week ago
Narratives 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.…
4 months, 1 week 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…
4 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, Founding Partner and Portfolio Manager at Running Oak, to cut through the hype and e…
4 months, 2 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks 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…
4 months, 3 weeks ago
Value Beyond Growth with Kevin Orr
Start your adventure with TableTalk Friday: A D&D Podcast at the link below or wherever you get your podcasts!
Youtube: https://youtube.com/playlist?l…
4 months, 3 weeks ago