Podcast Episodes
Back to SearchInside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better
Artificial intelligence is driving one of the largest capital spending cycles in market history, yet most AI investment strategies focus on surface l…
5 months, 1 week ago
Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret
In this episode of Lead-Lag Live, I sit down with Kaitlyn Walsh, Wealth Advisor and Equity Analyst, to break down what employees actually own when th…
5 months, 1 week ago
The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken
In this episode of Lead-Lag Live, I sit down with Luke Lloyd, President and CEO of Lloyd Financial Group, for a candid conversation on markets, minds…
5 months, 2 weeks ago
How Geopolitics and National Security Are Changing Tech Investing
In this episode of Lead-Lag Live, I sit down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore how rising geopolitical tensions are res…
5 months, 3 weeks ago
Research & Selectivity: Davis Advisors Market Outlook & Active ETFs
In this episode of Lead-Lag Live, Michael Gayed sits down with Dodd Kittsley, Co-CIO of Davis Advisors, to discuss why fundamental research and selec…
5 months, 3 weeks ago
Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns
In this episode of Lead-Lag Live, Michael Gayed sits down with Jay Hatfield, CEO and Portfolio Manager at Infrastructure Capital, to discuss how inve…
5 months, 3 weeks ago
Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down how the AI investment cycle is evolving…
6 months, 1 week ago
After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what the Fed’s latest rate cuts…
6 months, 1 week ago
Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle
In this episode of Lead-Lag Live, I sit down with Greg Babij, Co-Founder and Chief Investment Officer at Sundial, to explore why traditional buy-and-…
6 months, 1 week ago
The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio
Markets sit near record highs even as economic signals send mixed messages, and many portfolios are more concentrated today than ever. In this Lead-L…
6 months, 2 weeks ago