Podcast Episodes
Back to SearchRethinking 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…
5 months 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…
5 months ago
Global Market Valuations: Finding Alpha Beyond US Shores with Phil Wool
Stepping beyond America's borders might be the smartest move for savvy investors right now. Phil Wool of Raliant Capital makes a compelling case for …
5 months ago
The Diversification Illusion with Brad Barrie and Matt O'Brian
Most investors believe they're diversified, but they're likely clinging to an illusion. As the Shiller PE ratio hovers at 38 – a level only seen duri…
5 months ago
Why Platinum Could Be Your Portfolio’s Hidden Gem: Investment Masterclass
Discover why savvy investors are turning their attention to platinum in this comprehensive investment masterclass. Join our panel of precious metals …
5 months ago
Avoiding 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 …
5 months 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 hig…
5 months 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…
5 months 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 investin…
5 months, 1 week 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 concen…
5 months, 1 week ago