Best Michael A Gayed CFA Podcasts (2024)

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

3h 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 1:00:51

2d ago1:00:51

1:00:51

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

7h 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 56:50

3d ago56:50

56:50

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

8d 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

10d 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

14d 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

17d 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

25d 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

27d 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

1M 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

2M 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

2M 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

2M 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

2M 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…

1
Brian Albrecht Dismantles Economic Myths Surrounding Market Power, Inflation, and Tariffs 38:23

2M ago38:23

38:23

Embark on an intellectual journey with Michael Gayed and our esteemed guest Brian Albrecht as we unravel the intricate tapestry of today's economic landscape. This episode guarantees to arm you with a deeper understanding of how data, computation, and behavioral economics are reshaping the field. Together, we scrutinize the rise of empirical resear…

1
Todd Harrison on Cannabis Industry Resilience and Investing Amid Regulatory Shifts 29:17

2M ago29:17

29:17

When the markets turn turbulent, it's the steadfast who not only endure but emerge with stories of resilience and integrity. Today, I'm joined by Todd Harrison, a Wall Street sage with over three decades of trading under his belt and an unwavering advocate for the cannabis industry. Our conversation takes you through the thick smoke of regulatory h…

1
Jay Parsons Reveals What's Really Driving the Rental Sector 45:08

2M ago45:08

45:08

Discover the hidden forces shaping today's rental market as Jay Parsons from RealPage joins us to challenge conventional wisdom with surprising facts and trends. Who knew that a surge in home sales doesn't necessarily mean doom for the rental industry, or that a record-high apartment supply won't guarantee a drop in rental prices? Buckle up for a d…

1
Dissecting the AI Revolution's Economic Ripple Effects with Industry Expert Dylan Patel 45:34

2M ago45:34

45:34

Discover the intricate web of the semiconductor and AI industries as we sit down with Dylan Patel, chief analyst at SemiAnalysis. Peering beyond the surface, our conversation unravels the global complexities of the semiconductor supply chain, the geopolitical chess game impacting the industry, and the seemingly irreplaceable expertise of specialize…

1
Chris Fenton on Mastering the Tightrope of US-China Cultural and Commercial Relations 45:27

2M ago45:27

45:27

Embark on an intellectual odyssey with us, as I, Michael Gayed, sit down with the illustrious Chris Fenton, whose journey from Cornell engineer to Hollywood heavyweight has positioned him at the nexus of US-China relations. Chris's seasoned insights into the delicate interplay of culture and commerce between these two titans are a revelation, empha…

1
Christian Angermayer on the Enhanced Olympics, Biotech Breakthroughs, and the Psychedelics Resurgence 50:20

2M ago50:20

50:20

Step into the future of sports and biotech with our latest episode featuring Christian Angermayer, a visionary investor at the forefront of groundbreaking developments. We're unpacking the Enhanced Games, a bold reimagining of the Olympics that invites cutting-edge technology and regulated doping into the arena. Imagine a world where athletes optim…

1
Dissecting the Narrative of Financial Gloom with Zachary Karabell 47:20

2M ago47:20

47:20

Discover the silver lining in economic narratives with the insightful Zachary Karabell, who joins us to dissect the perplexing dichotomy of data-driven optimism and the public's financial pessimism. Zachary, with his investment acumen and expertise in sustainability, provides a nuanced perspective on why the allure of bearish sentiment overshadows …

1
Jeffrey Hirsch's Insightful Analysis of Stock Market Cycles and Investment Opportunities 45:40

2M ago45:40

45:40

Unlock the mysteries of market seasonality with Jeffrey Hirsch as he illuminates the patterns of stock performance tied to the calendar. We delve into the Stock Trader's Almanac, with a spotlight on the January effect and the peculiarities of small versus large cap behavior, especially during election cycles. In our conversation, Hirsch dissects th…

1
Max Osbon on the Art of Tech Investing and Predicting Market Shifts 42:52

2M ago42:52

42:52

Unlock the mysteries of tech investing with the astute Max Osbon, head of Osbon Capital Management, as he reveals why concentrated portfolios may just outshine traditional diversification strategies. We navigate the nuanced world of asset allocation, discussing the unforeseen risks in bond markets and the seismic shifts within technology sectors, f…

1
Jim Bianco's Masterclass on Federal Reserve Policies and Market Trends 52:29

3M ago52:29

52:29

Unlock the secrets of the Fed's influence over the markets as we sit down with Jim Bianco, the respected mind behind Bianco Research, who's here to deconstruct the perplexing relationship between Federal Reserve policy and market behavior. Our conversation bridges the gap between the pandemic's economic upheaval and the resulting new norms in work …

1
Capitalizing on Small Cap Stocks: Navigating Interest Rates and Investment Strategies 44:36

3M ago44:36

44:36

Unpack the intricacies of the stock market with us, Michael Guy and Andrew Moss, as we highlight the unappreciated influence of small caps in this dynamic financial landscape. Join our conversation to understand why keeping an eye on these market underdogs could transform your investment approach. Delving into the relationship between interest rate…

1
Frank Cappelleri on Crafting Winning Trades and Market Forecasts 48:19

3M ago48:19

48:19

Embark on a financial odyssey with the esteemed Frank Capillari, the mastermind behind Cap Thesis, as we unravel the mysteries of market trends and trading strategies. Frank's journey from the trading floors of Instinet to the echelons of market analysis is nothing short of a Wall Street epic, filled with lessons from the dot-com bubble and insight…

1
The Investor's Guide to Geopolitical Analysis and Emerging Markets with Jacob Shapiro 46:11

3M ago46:11

46:11

Navigate the intricate web of global markets with me, Michael Gahyit, and my esteemed guest Jacob Shapiro from Cognitive Investments, as we dissect the oft-underestimated role of geopolitical risk in investment strategies. With Jacob's deep expertise in geopolitical futures, we unravel how international events and power plays can dramatically affec…

1
Navigating Value Investing and the Energy Transition with Vitaliy Katsenelson 37:41

3M ago37:41

37:41

Embark on an intellectual journey with me, Michael Gayed, as I sit down with the astute Vitaliy Katsenelson, a value investor who brings a refreshing twist to traditional investing wisdom. Together, we dissect the true essence of value investing, where Vitaliy's unique perspective—shaped by his move from Russia in 1991 and honed through years of ex…

1
The Global Impact of China's Ascendancy Examined With Elbridge Colby 51:51

3M ago51:51

51:51

Elbridge Colby, the architect of the 2018 National Defense Strategy and author of "The Strategy of Denial," joins us to untangle the complex web of China's rise and its implications for global power dynamics. Our conversation spans the globe, from the strategic corridors of Washington D.C. to the manufacturing hubs and supply chains disrupted by CO…

1
Forecasting Economic Repercussions in an Evolving World with Lawrence McDonald 46:31

3M ago46:31

46:31

Discover the seismic shifts in global capital flow as I, Michael Guy, welcome the astute Lawrence McDonald to our podcast. Our exchange traverses his vast experience, from Convertbond.com's inception to the Lehman Brothers' downfall, paving the way to his bestseller. Engage with us as we unfold the market's current state, spotlighting the migration…

1
Cracking the Code of VIX and Market Turbulence with Vance Harwood 44:53

3M ago44:53

44:53

Prepare to unravel the enigma of the stock market's fear gauge with Vance Harwood, whose transition from engineering to finance led him to decode the VIX and its complex dance with market volatility. Our riveting chat with Vance, an investment wizard with a sharp eye for the VIX's mathematical subtleties, promises to equip you with a fresh lens to …

1
Decoding the Future of Tech and Finance: Paul Barron on the Intersection of AI, Blockchain, and Media 45:35

4M ago45:35

45:35

Prepare to embark on a riveting journey with tech aficionado Paul Barron as we navigate the dynamic interplay of media, technology, and finance. Unlock the secrets behind the exponential growth of Paul's YouTube channel, the Paul Barron Network, and gain expert insights into how his enterprise has adeptly shifted from big data analytics for blue-ch…

1
Conquering Commercial Real Estate: Cassandra Hartford's Blueprint for Success and Adaptation 41:20

4M ago41:20

41:20

Embark on an awe-inspiring trek through adversity with our indomitable guest, Cassandra Hartford, as she recounts her rise to prominence in the cutthroat realm of commercial real estate brokerage. The grit and grace of her story are bound to leave you spellbound, as she unveils how a childhood steeped in challenges only fueled her drive to excel in…

1
Demystifying Financial Planning: Aligning Life Goals with Fiscal Strategy with Amir Noor 40:12

4M ago40:12

40:12

Gain invaluable insights into personal finance as Amir Noor, a seasoned financial advisor with a 15-year track record, joins me, Michael Gayed, in a riveting discussion that promises to untangle the often-misunderstood world of financial planning. Our conversation ranges from the nuances of different advisor types to the urgency of aligning your fi…

1
Harnessing Market Anomalies: Investment Strategies and Insights with JD Henning 42:42

4M ago42:42

42:42

Unlock the secrets behind market anomalies and refine your investment acumen with Michael Gayed and guest expert JD Henning. In this riveting discussion, we dissect the peculiarities of price momentum and post-earnings announcement drift, providing you with a blueprint to harness these phenomena for your portfolio's growth. From the nuanced interpl…

1
Unearthing Hidden Investment Opportunities in a Volatile Economy with Thomas Hayes 48:05

4M ago48:05

48:05

Unlock the secrets of thriving in a volatile market with Thomas Hayes, the esteemed Chairman and Managing Member of Great Hill Capital, as he joins us to share his unparalleled investment wisdom. From his impressive beginnings at Cornwall Capital to his masterful long-short equity strategy, Thomas gives us a front-row seat to the art of high-qualit…

1
Blending Fantasy Sports and Strategic Investing: A Journey with Jay Correia of MarketDraft 37:20

4M ago37:20

37:20

Join the adventure as we traverse the intriguing landscape of AI, marketing, and content creation with our esteemed guest, Jay Correia Korea, CTO of MarketDraft. From his entrepreneurial beginnings in the quaint town of Bedford, Massachusetts, to revolutionizing the tech industry, Jay's narrative is a blend of innovation, grit, and groundbreaking v…

1
Navigating the Confluence of Politics, Trust, and Venture Capital: A Critical Examination with Nate Fischer 46:35

4M ago46:35

46:35

Venture into the political undercurrents of venture capital with Nate Fischer, the pioneering publisher from Lead Lager at Joint Bihar, who shares his expertise on the subtle but powerful influence of politics in the investment world. As we traverse Nate's transition from law school to the real estate market, and ultimately to founding his own vent…

1
Unlocking the Secrets of Deep Value and Macro Market Investing with Chris MacIntosh 46:37

4M ago46:37

46:37

Embark on an intellectual voyage with me, Michael Gayed, as we unlock the mysteries of macro markets and deep value investing, illuminated by the astute Chris MacIntosh. This episode promises a wealth of insights from Chris's transformation from the high-octane investment banking scene to the strategic foresight required for his own asset managemen…

1
Mastering the Uranium Market: Investment Strategies and Risk Insights with Fabiana Lara 45:36

4M ago45:36

45:36

In this engaging conversation, Michael Gayed talks with Fabiana Lara, publisher of the Next Big Rush. Fabiana discusses her journey into the uranium market, highlighting her self-taught approach to understanding the industry. She also shares her views on the increase in gold and silver investments, her interest in tin and platinum, and her speculat…

1
Artificial Intelligence in Trading: A Deep Dive with Tony Saliba 43:01

4M ago43:01

43:01

Ever thought about the sheer potential of cryptocurrency and its impact on traditional finance? Intrigued by the explosive growth of cryptocurrency options trading? If so, you'll find this episode absolutely riveting. We had a fascinating conversation with tech expert, Tony Saliba, who was also a former floor trader. The discussion took an intricat…

1
Navigating the Shifts in Global Investment Landscape: Insights into Dividend Investing with Daniel Perris 46:51

4M ago46:51

46:51

Are you restless at the thought of fluctuating interest rates and the impact on your hard-earned investments? Fear not. Here, we journey through the intricate lens of the global investment landscape, diving deep into its ebbs and flows with our guest, Daniel Perris, a portfolio manager with a keen eye on historical trends. We tackle the paradigm sh…

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Michael A Gayed CFA Podcasts

Podcasts Worth a Listen

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