In this captivating podcast, we dive into an in-depth Skanda Amarnath interview with Michael Gayed, where they discuss the most crucial upcoming catalysts and inflection points shaping the economy and financial markets. Skanda Amarnath, an accomplished economist and the Executive Director of Employ America, shares his invaluable insights on the evolving econ ... Show More
Jul 20
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking ... Show More
59m 47s
Jul 19
The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick
Michael A. Gayed, CFA sits down with Michael Toney-Hoffman of TrendSpider to break down the rate-cut divergence between what the Fed is signaling, what the market is pricing, and what actually shows up in leading-sector scans right now. Mike Toney-Hoffman drives the TrendSpider S ... Show More
45m 19s
Jul 14
Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live
Alex Shahidi, Managing Principal and Co-CIO at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, returns to Lead-Lag Live for the next single-topic risk-parity conversation — this one focused on commodity producers as the inflatio ... Show More
23m 53s
Sep 2024
Michael Gayed: What’s Leading, What’s Lagging, What to Buy (and Sell!)
You can tell a lot about the market by analyzing what sectors and stocks are leading...and what sectors and stocks are lagging. So, what message are the markets sending out NOW? What should investors consider buying...or selling...as we head into the fourth quarter of 2024? To ge ... Show More
19m 32s
Jan 2023
State of Play: Inflation, Recession Signals, and the Housing Market — with Mark Zandi - The Prof G Pod
Today we're sharing an episode of The Prof G Pod, Scott Galloway's other favorite podcast. Enjoy!
Mark Zandi, the chief economist of Moody’s Analytics joins to discuss the economy, including geopolitical uncertainty, the housing market, and why he’s not all that concerned about a ... Show More
39m 50s
May 2022
Aswath Damodaran - Making Sense of the Market - [Invest Like the Best, EP. 279]
My guest today is Aswath Damodaran, a Professor of Finance at NYU’s Stern School of Business. Aswath is one of the clearest teachers of investing and finance in our industry and through his blog, books, and YouTube has open-sourced his wisdom for decades. This conversation is a m ... Show More
1h 57m
Sep 2016
Eurasia Group's Sankaran: Impact of Energy Markets on EM(Audio)
(Bloomberg) -- Taking Stock with Kathleen Hays and Pimm Fox.
GUEST:
Karthik Sankaran, Director of Global Strategy, Eurasia Group, on the outlook for global and emerging markets. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
11m 42s
May 2024
S2E36: How to Invest in 2024
In this episode of the Rich Dad Stockcast, guest host Andy Tanner interviews Corey Halliday, the chief risk manager at the Cashflow Academy, about the intriguing dynamics of stock and options trading, especially in a volatile economic landscape. Tanner and Halliday dive into the ... Show More
32m 45s