Podcast Episodes

Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis

John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis.

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3 months, 2 weeks ago

Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks

Oil just hit $100 for the first time since 2022. Could it go to $150?

John Love of USCF Investments joins Michael A. Gayed, CFA on Lead-Lag Live at Fu…

3 months, 2 weeks ago

Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift

In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standin…

3 months, 3 weeks ago

Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners

In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and glob…

4 months ago

Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore why humanoid robotics is moving …

4 months ago

Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files

In this special episode of Lead-Lag Live, I sit down with Peter Todd, Founder of OpenTimestamps, for a conversation that goes far beyond Bitcoin vola…

4 months ago

The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to explore how the next phase of the AI boo…

4 months ago

The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new p…

4 months, 1 week ago

Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade

In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are ente…

4 months, 1 week ago

Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race

In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to discuss whether humanoid robotics is a r…

4 months, 2 weeks ago