Best Michael A Gayed CFA Podcasts (2024)

1
Joseph Wang on Federal Reserve Politics, Rate Cut Implications, and Trump's Dollar Strategy 46:18

3h ago46:18

46:18

Ever wondered how Federal Reserve policies are shaping the markets and economy? Join us as we welcome Joseph Wang, former senior trader at the Federal Reserve's open markets desk and author of "Central Banking 101." Joseph brings an unparalleled perspective to our discussion, shedding light on the Fed's increasing market interventions and its growi…

1
Julian Brigden on Tech Market Sustainability, Small vs. Large Cap Dynamics, and Inflation Risks 44:55

2h ago44:55

44:55

Can the tech sector sustain its dominance in a volatile market? Join us as we sit down with Julian Brigden, co-founder of MI2 Partners, to uncover the secrets behind his innovative firm that mimics the strategic morning meetings of top macro hedge funds. Julian delves into the unexpected market shifts between small and large caps, and the intricate…

1
Laurent Bernut on Japan's Economic Landscape, Sector Rotation Strategies, and the Psychology of Trading 42:54

1h ago42:54

42:54

Ever wondered how market psychology shapes investment strategies? In our latest episode, we have the pleasure of hosting Laurent Bernut, whose extensive career spans from the diplomatic halls of the French Embassy to the fast-paced realm of Japanese capital markets and hedge funds. Laurent takes us through Japan’s economic landscape, describing the…

1
Cameron Dawson on Wealth Portfolio Management, Market Trends, and Alternative Investments 52:18

43m ago52:18

52:18

Can you anticipate market trends and mitigate risks to protect your wealth? Join us as we engage with Cameron Dawson, the Chief Investment Officer of New Edge Wealth, to unlock the secrets of managing ultra-high-net-worth portfolios. Cameron sheds light on the intricacies of handling substantial assets, emphasizing the critical importance of tax se…

1
Anas Alhajji on U.S. Presidential Influence on Oil Prices, Energy Market Geopolitics, and Nuclear Energy's Future 51:40

2h ago51:40

51:40

How much influence do U.S. presidents really have on oil prices? Our latest episode promises an eye-opening discussion with Dr. Anas Alhajji, an esteemed expert in the energy sector, who unpacks this and other critical topics. Dr. Alhajji sheds light on the often-misunderstood relationship between Middle Eastern politics and oil, and how Western me…

1
Jim Bianco on Sticky Inflation, Federal Reserve Politics, and Market Concentration Risks 58:04

3h ago58:04

58:04

Could the Federal Reserve's next moves be politically driven and potentially reignite inflation? Tune in as we explore this provocative question with Jim Bianco, the president and founder of Bianco Research. Jim provides his expert analysis on the transition from a deflationary cycle to what he calls a "sticky inflation cycle," fueled by remote wor…

1
Richard Duncan on the Evolution from Capitalism to Creditism, Global Credit Bubbles, and Economic Interventions 37:08

2h ago37:08

37:08

What if our entire understanding of capitalism is fundamentally flawed? Join us on a journey through history as we explore Richard Duncan's compelling argument that capitalism has evolved into what he terms "creditism." Starting from the collapse of the gold standard during World War I and leading through key events like the Great Depression and Wo…

1
David Rosenberg's Bold Predictions on Global Markets and Economic Trends 58:50

19m ago58:50

58:50

Curious about why David Rosenberg is shedding his "perma bear" label? Join us for an eye-opening discussion with the esteemed economist as he challenges conventional wisdom and shares his optimistic outlook on markets outside the S&P 500. David dives into the hidden opportunities in Japan, India, and the commodities sector, emphasizing the importan…

1
Market Rebellion and Options Insights with Jon Najarian 56:13

2h ago56:13

56:13

Former Chicago Bears player turned trading guru Jon Najarian joins us to share his unique journey from the chaos of open outcry trading floors to the precision of modern digital trading. Feel the rush of the pits as Jon recounts the electrifying highs and lows, and learn why he believes female traders often have the upper hand, thanks to their caut…

1
Peter Berezin on AI Stock Overvaluation, Small-Cap Struggles, and Recession Indicators 35:30

2h ago35:30

35:30

Is the allure of AI stocks overshadowing the perilous reality of small-cap struggles? Join us in this episode as we dissect the intricate landscape of the current stock market with Peter Berezin from BCA Research. We promise an in-depth analysis of the bifurcated performance between thriving large-cap AI-driven stocks and the underperforming small-…

1
Keith Weiner on How Gold Outshines Bitcoin as a Long-Term Investment 47:04

3d ago47:04

47:04

Step into the world of precious metals with our fascinating guest, Keith Weiner, founder of Monetary Metals. Ever wondered how you can earn interest on gold, an asset traditionally seen as non-yielding? Keith reveals his journey from tech entrepreneur to economics PhD, and unpacks the innovative strategies his company uses to lend and rent gold to …

1
Understanding Collateralized Loan Obligations with Expert Shiloh Bates 43:43

19d ago43:43

43:43

Unlock the secrets of Collateralized Loan Obligations (CLOs) with industry expert Shiloh Bates from Flat Rock Global. Shiloh, boasting over 20 years of experience, simplifies the complexities of CLOs, comparing them to mini-banks with diversified portfolios of first lien senior secured loans. Learn about the intricate structure of CLOs, from AAA tr…

1
Jan Nieuwenhuijs on China's Gold Strategies: Market Impact, Myths, and Future Prospects 52:31

25d ago52:31

52:31

Could China's gold buying strategies be reshaping the global economy? Join us as we sit down with Jan Nieuwenhuijs, a leading expert in the Chinese gold market, to unpack this fascinating question. Jan shares his unique journey from the glitz of the movie industry to the world of economics and gold analysis, offering a deep dive into China's comple…

1
Ophir Gottlieb on Untangling Economic Paradoxes: Wage Inflation, Small Business Challenges, and Bitcoin Diversification 50:00

28d ago50:00

50:00

Can Americans truly be in a recession when wage inflation surpasses overall inflation? Financial wizard Ophir Gottlieb unravels this economic paradox in our latest episode. With a background in financial mathematics, AI, and hedge fund management, Ophir lends his expertise to untangle the complexities of the post-COVID economy. From the Federal Res…

1
Unlocking Value Investing Strategies with Daniel Mahncke: Behavioral Insights, Small Cap Analysis, and Portfolio Diversification 49:50

29d ago49:50

49:50

Unlock the secrets of disciplined investing with Daniel Mahncke, a finance and economics student from Frankfurt, Germany. In this episode, Daniel shares his journey into value investing and behavioral finance, shedding light on how legendary investors Warren Buffett and Charlie Munger shaped his investment philosophy. Learn how to mitigate biases w…

1
Janet Alvarez on Media Bias, Market Trends, and AI Innovations 55:43

1M ago55:43

55:43

Curious about the behind-the-scenes world of financial journalism? Join us as we sit down with Janet Alvarez, host of SiriusXM's Business Briefing, who shares her compelling journey from print journalism to radio. Janet highlights the different skill sets required for each medium and the importance of curiosity and analytical thinking. Together, we…

1
Morning Few: Michael Gayed on Unmasking Semiconductor Market Myths 9:14

1M ago9:14

9:14

What if the impressive performance of a few semiconductor giants is masking the true health of the entire sector? Join us for an engaging conversation with Michael Gayed from The Lead-Lag Report. We'll dissect how ETFs heavily weighted by companies like NVIDIA and Taiwan Semiconductor can create a distorted picture of industry strength. Michael wil…

1
Morning Few: Exposing the Illusion of a Bull Market and the Pitfalls of Market Concentration 11:57

2M ago11:57

11:57

Is the current bull market too good to be true? Join me as I unpack the deceptive nature of this market rally . I dive into startling data from the Russell 3000 index, showing that a staggering 70.4% of its stocks are trading below their 2021 highs, even as the S&P 500 hits new peaks. I draw eerie parallels to the dot-com bubble of 1999, where a fe…

1
From Nord Stream to Taiwan: Brandon Weichert on Global Flashpoints 55:24

2M ago55:24

55:24

What if space mining could revolutionize our energy and commodity security? Join us on the Lead Lag Report as we welcome Brandon Weichert, a renowned national security analyst and author, to break down the complex world of energy, commodity security, and geopolitical economics. With an extensive background from his work with the National Interest a…

1
Gretchen Morgenson on Unveiling Private Equity's Hidden Impact: Financial Journalism, Asset Stripping, and the Quest for Transparency 43:17

2M ago43:17

43:17

What happens when private equity infiltrates the world of business? Join us as we uncover the truth with Gretchen Morgenson, a veteran financial journalist who transitioned from stockbroker to investigative reporter. Gretchen shares her unique journey and provides a deep dive into the evolution of financial journalism. We discuss how the democratiz…

1
Christopher Aaron on Mastering Precious Metals Markets: From Military Intelligence to Gold and Bitcoin Analysis 34:42

2M ago34:42

34:42

What happens when a former military intelligence officer decides to navigate the intricate world of gold and precious metals? Join us as Christopher Aaron reveals his extraordinary journey from the battlegrounds of Afghanistan and Iraq to becoming a savvy market analyst. Christopher's personal anecdotes shed light on the flaws of mainstream narrati…

1
Gareth Soloway on Forecasting NVIDIA’s Market Position, Risk Management, and the Future of Investment Strategies 49:49

2M ago49:49

49:49

What does the future hold for NVIDIA, and could its impact rival that of Tesla or Cisco? Join us in this episode as we sit down with veteran trader Gareth Soloway to dissect the market forces at play. We delve into the psychology of market behavior, the saturation of the AI chip industry, and the looming competition that could shift the landscape. …

1
Navigating the Mining Sector's Boom with Insights from Trevor Hall 50:52

2M ago50:52

50:52

Get ready to dive into the exciting world of mining stocks with our guest Trevor Hall, a seasoned journalist turned mining and mineral exploration podcaster. In this captivating episode, Trevor shares his fascinating journey from academia to the mining industry, driven by his insatiable curiosity and knack for asking 'dumb questions.' Join us as we…

1
Professor Glenn Okun on Mastering the Art of Startup Finance Amid Economic Swings 53:15

3M ago53:15

53:15

Unlock the secrets of securing capital for your startup as I, Michael Gayed, join forces with NYU Stern’s own Professor Glenn Okun to unravel the complexities of entrepreneurial finance in today's challenging economy. Together, we dissect the current climate where surging interest rates are reshaping the terrain for rising businesses, scrutinizing …

1
Matt Dines on Navigating the End of the Bond Bull Market: Fixed Income Realities and the Promise of Bitcoin 50:41

3M ago50:41

50:41

Witness the bond market's reality through the eyes of Matt Dines, CIO of Build Asset Management. Matt joins us to dissect the challenges and illusions present in fixed income investments, particularly for the retiring generation that has heavily depended on them. With the end of the 40-year bond bull market hidden behind nominal gains and masked by…

1
Clint Murphy on Mastering Real Estate Investment and Personal Growth: Strategies and Lessons for Success 50:21

3M ago50:21

50:21

Unlock the potential to elevate your life through real estate investing and personal development with my latest guest, Clint Murphy. As a former CFO turned real estate entrepreneur, Clint brings a wealth of knowledge and candid tales from his own transformation. In our animated conversation, we dissect the nuanced strategies behind successful prope…

1
Sam Burns on Mastering Asset Allocation Amidst Market Crossroads and Economic Uncertainty 52:04

3M ago52:04

52:04

Navigate the perplexing currents of today's investment landscape with us, Michael Gayed and expert analyst Sam Burns from Mill Street Research, as we dissect the S&P's dominance and the challenges of traditional diversification. Gain valuable insight into the shifting sands of asset allocation, where the once-reliable tactics now stumble in the fac…

1
The Quest for Financial Literacy in a Volatile Market Landscape with Caleb Silver 49:28

3M ago49:28

49:28

Embark on a journey through the evolving world of finance with none other than Caleb Silver, the Editor-in-Chief of Investopedia, as your guide. You're in for an enlightening conversation that traverses Caleb’s illustrious career from Bloomberg to CNN, and his passionate advocacy for financial literacy. We tackle how the fast-paced nature of today'…

1
Navigating the New Era of Retail Investing with Stephen Sikes: Myths, Strategies, and the Rise of the Informed Investor 46:03

3M ago46:03

46:03

Unlock the secrets behind the ever-evolving world of retail investing with our special guest, Stephen Sikes, COO at Public. This episode promises a journey into the heart of modern market dynamics, where we shatter the myth of the "dumb money" investor and introduce you to the savvy, diverse profiles making their mark on the financial landscape. St…

1
Alasdair Macleod on Gold's Rising Fortunes and the Looming Dollar Decline 1:01:40

3M ago1:01:40

1:01:40

Unlock the mystery behind the surging gold prices as I, Michael Gayed, sit down with the esteemed Alasdair Macleod. With his unparalleled experience spanning the financial spectrum, Alasdair sheds light on the intricate dance between currency value and gold—a beacon of stability in an unpredictable economic seascape. Our discourse journeys through …

1
James Sayffart on Navigating the Evolving Landscape of ETFs and Digital Asset Management 49:15

3M ago49:15

49:15

Prepare to have your perspectives on asset management and digital assets revolutionized as we're joined by the astute James Sayffart from Bloomberg Intelligence. Together, we navigate the complex terrain of the mutual fund and ETF industry, with an intriguing focus on the burgeoning world of Bitcoin ETFs. Our discussion is not just timely—given the…

1
Michael Howell's Insight into the Commodities Renaissance and Market Forces 57:39

3M ago57:39

57:39

Embark on a thrilling exploration of the financial world's ebbs and flows with Michael Howell, a luminary in the realm of global liquidity. Prepare to dissect the monumental role liquidity shifts play in the markets, the intriguing monetary dances of central banks, and the subtle maneuvers that have the power to send shockwaves through your persona…

1
Lisa Hough on Embracing Energy Maximalism, Bitcoin Sovereignty, and the Importance of Financial Education 35:49

4M ago35:49

35:49

Unlock the secrets to financial sovereignty with Lisa Hough, a beacon in the realm of Bitcoin and personal empowerment. As a colleague of Caitlin Long at Custodia, Lisa brings her wealth of experience from the trenches of energy trading and a firm belief in the revolutionary potential of self-custody. This episode is not just a journey through Lisa…

1
Geopolitical Strategy in an Era of Uncertainty featuring Hal Brands 47:44

4M ago47:44

47:44

Join the conversation with the acclaimed Hal Brands, historian and strategist, as we navigate through the labyrinth of geopolitical shifts that are forging new narratives in world affairs. Our engaging dialogue traverses the precipice of global economic uncertainty, sparked by events such as the COVID-19 pandemic, the conflict in Ukraine, and the s…

1
Jonathan Matthews' Perspective on Inflation Control and Trading Tactics 45:36

4M ago45:36

45:36

Unlock the secrets of macro trading with trading maestro Jonathan Matthews, as he shares the wisdom gleaned from his illustrious career at Brevin Howard. I'm your host, Michael Gayed, Publisher of The Lead-Lag Report, and in this episode, we delve into Jonathan's transition from handling equity derivatives and FX to revolutionizing the way retail s…

1
Unraveling the Complexities of Energy Markets with Expert Amena Bakr 41:42

4M ago41:42

41:42

Unlock the secrets of the energy market with the astute insight of Amena Bakr from Energy Intelligence Group. Our conversation journeys through Amena's transition from a journalism background into becoming a vital voice on energy trends, focusing on the delicate interplay of oil prices and Gulf economies. We dissect the roadmap these nations traver…

1
Weathering Market Shifts and AI Advancements with Amanda Agati’s Expertise 46:26

4M ago46:26

46:26

Unlock the secrets of weathering financial storms with PNC's Chief Investment Officer, Amanda Agati, as she delivers an enlightening perspective on investment strategies for the modern market. In our enthralling conversation, Amanda dissects the complexities of post-pandemic finance, where old certainties have crumbled, and the wisdom of maintainin…

1
Dan Russo on Mastering Systematic Investment Strategies and the Art of Risk Management 45:16

4M ago45:16

45:16

Embark on a journey to the heart of systematic investment strategies with Dan Russo, Portfolio Manager at Potomac Fund Management. This episode promises to elevate your understanding of professional money management, as Dan recounts his evolution from the dynamic NYSE floor to masterfully employing technical analysis and a disciplined, rules-based …

1
Transforming Adversity into Entrepreneurial Triumph and Community Impact with Jason Sisneros 50:35

4M ago50:35

50:35

Every so often, we encounter stories that starkly remind us of the incredible resilience of the human spirit. This episode features an extraordinary individual whose journey from the depths of domestic violence and crime to the peaks of entrepreneurship and philanthropy embodies this resilience. Our guest's candid revelation of his transformative l…

1
Ira Jersey on Deciphering Fed Signals, Fiscal Policy Intricacies, and the Mechanics of Market Movement 46:31

4M ago46:31

46:31

Discover the underlying currents of monetary policy with Ira Jersey, Bloomberg Intelligence's lead US interest rate strategist, as we explore the Federal Reserve's communication intricacies and the recent dovish signals that have left the markets buzzing. With a seasoned eye, Ira dissects the balancing act the Fed performs while steering the econom…

1
Charting the Course of Fixed Income Markets in the Face of Inflation with Althea Spinozzi 42:15

5M ago42:15

42:15

Prepare to navigate the treacherous currents of the fixed income market as I, Michael Gayed, along with the astute Althea Spinozzi from Saxo Bank, impart pivotal insights into a decade of fixed income strife and strategies. Our latest Lead-Lag Live voyage casts a spotlight on the inflationary tumult and investor risk perceptions that have molded th…

1
Steering Through Market Uncertainty with Kurt Altrichter's Investment Acumen 48:08

5M ago48:08

48:08

Embark with me, Michael Gayed, as we navigate the ever-shifting terrain of financial advising, featuring the remarkable insights of Kurt Altrichter, the mind behind Ivory Hill. As the financial markets oscillate with the uncertainty of our times, Kurt's leap from a conventional wirehouse broker-dealer to the helm of his own firm during a pandemic i…

1
David Bagge Explores Nordic Equity Intricacies, Real Estate Comparisons, and the Role of Gold in Diversification 43:42

5M ago43:42

43:42

Unlock the mysteries of the Nordic equity markets with insight from David Bagge, a distinguished stockbroker and head of a single-family office. In our thorough exploration, we dissect Sweden's OMX S30 index, shining a spotlight on its leading sectors, banking, and industrials. You'll see how currency strength, particularly the Swedish krona, is af…

1
Mark Ritchie II Unearths the Philosophical Approach to Market Mastery 47:38

5M ago47:38

47:38

When philosophy meets the stock market, you get the insightful musings of Mark Ritchie II, a trader whose lineage and passion for strategy games have deeply entrenched him in the unpredictable world of trading. Our conversation meanders through his family's storied history in the markets, the philosophical underpinnings that guide his approach, and…

1
Tuomas Malinen on Crafting a Life Raft in a Sea of Economic Uncertainty 50:14

5M ago50:14

50:14

Have you braced yourself for the economic tempest on the horizon? Tuomas Malinen joins us to share his contrarian forecasting methods and discusses why preparing for the grimmest scenarios could be crucial for survival in today's volatile market landscape. We delve into the paradoxes of global liquidity, where central banks are fueling markets whil…

1
Josh Linville on Unveiling the Complexities of the Global Fertilizer Market and its Impact on Food Security 41:39

5M ago41:39

41:39

Discover the invisible forces shaping our dinner plates as Josh Linville from StoneX unveils the high-stakes world of the global fertilizer market. Our latest episode takes you on a journey through the geopolitical chessboard, where the moves of countries like the Middle East, Russia, and China dictate the flow of nutrients that power agriculture w…

1
Eric Finnigan Unravels Housing Market Dynamics Amidst Demographic Shifts and Remote Work Trends 33:55

5M ago33:55

33:55

Unlock the mysteries of the housing market with Eric Finnigan, our esteemed guest and VP of Research at John Burns Research and Consulting. This episode peels back the layers of how immigration, the “lock-in” effect, and our shifting work culture are reshaping where we live and invest. Eric, a seasoned expert who's weathered the storm since the 200…

1
Christine Benz on Mastering Investment Strategies and Navigating Retirement Planning Challenges 42:24

5M ago42:24

42:24

Unlock the secrets of savvy investing and retirement planning with Morningstar's Christine Benz, a distinguished figure with over three decades of financial acumen. Our conversation peels back the layers of Morningstar's analytical evolution, revealing the shift from a retrospective star rating to a predictive medallist rating system. Christine's i…

1
Jonathan Wellum on Mastering Value Investing and Navigating the Complexities of ESG and Economic Challenges 45:09

5M ago45:09

45:09

Unlock the secrets to investment success with Jonathan Wellum, a titan in the realm of value investing, who grew a mutual fund company to an impressive $15 billion in assets. In our latest episode, you're invited to sit at the roundtable with Michael Michael Gayed and Jonathan as we dissect the disciplined evaluation of companies, emphasizing the s…

1
Nick Halaris on Navigating the New Realities of Real Estate Investment and the Rise of Property Tokenization 40:50

5M ago40:50

40:50

Get ready to unlock the secrets of real estate investment in a market that's been through a seismic shift since the financial crisis. Joining me, Michael Gayed, is the astute investor and content creator Nick Halaris, who left his mark in law and consulting to conquer the property investment world. Our conversation navigates through the treacherous…

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Michael A Gayed CFA Podcasts

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