Lead-Lag Media
@leadlagmedia
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Lead-Lag Media
Lead-Lag Media is the home of Lead-Lag Live, hosted by Michael A. Gayed, CFA — author of The Lead-Lag Report and four-time Dow Award winner.
What you'll find on this channel:
• Long-form interviews with ETF issuers, hedge fund managers, and asset allocators — KraneShares, GraniteShares, USCF, WisdomTree, Evoke Advisors, AGF, Tuttle Capital, Columbia Threadneedle, and more
• Deep dives into ETFs, leveraged ETFs, defined-outcome funds, risk parity, and tactical allocation
• Macro analysis: yield curve, credit spreads, intermarket signals, dollar liquidity, commodities, energy, and gold
• Advisor-focused conversations on portfolio construction, factor investing, and 60/40 alternatives
• Mid-day and end-of-day market check-ins with leading fund managers
New episodes Mon-Fri. Read the daily commentary at https://leadlagreport.substack.com
Follow Michael on X: @leadlagreport
Sponsorship, podcast, or media inquiries: [email protected]
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Sector ETFs Are Eating the S&P 500 — Daniel Santiago, State Street on Rotation & the Mag 7
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