Podcast Index

Podcasts

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Lead-Lag Live

Business

Lead-Lag Live

Michael A. Gayed, CFA

Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle

July 02, 2026 8:00pm 27 min

Daniel Santiago from State Street Global Advisors joins Michael A. Gayed, CFA to unpack sector ETF investing in 2026 — the original SPDR product line, now the largest and most liquid sector suite on the market. We get in...

Lead-Lag Live: Ross Atefi, Yatra Wealth Design

June 21, 2026 7:00am 19 min

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Phil Wool, Rayliant — Active EM Investing & Factor Strategies

June 21, 2026 7:00am 43 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies

June 21, 2026 7:00am 28 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom

June 21, 2026 7:00am 36 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies

June 21, 2026 7:00am 30 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investment Case | WQTM ETF

June 15, 2026 7:00am 41 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

China's Contrarian Trade Is Finally Working — Here's Why | KWEB

May 27, 2026 2:53pm 25 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC

May 27, 2026 1:14pm 10 min

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The Oil Math Wall Street Refuses to Run | Joe Dube, USCF

May 27, 2026 12:53pm 11 min

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Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed

May 27, 2026 12:35pm 8 min

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Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play

May 27, 2026 12:10pm 26 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Venezuela's Hidden Crisis Is a Warning for U.S. Investors

May 27, 2026 10:55am 33 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Chinese Internet Is the Cheapest It's Been in a Decade | KWEB

May 27, 2026 10:47am 20 min

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How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield

May 24, 2026 7:31am 30 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run

May 24, 2026 7:14am 29 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu

May 24, 2026 7:04am 35 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

The AI Adoption Phase Just Started — And Nobody Is Positioned

May 03, 2026 7:18am 33 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Stagflation Is Back: How Risk Parity Actually Works in 2026

May 03, 2026 7:07am 27 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN

May 03, 2026 6:54am 49 min

 Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

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