Feb 5
Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is Being Ignored
In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down why today’s market feels increasingly speculative and why disciplined investing is being left behind.From meme-style factor leadership and zombie-company outper ... Show More
32m 51s
Feb 5
Diversification Is Misunderstood: Alex Shahidi on Inflation Risk, Portfolio Balance, and Investing Into 2026
In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Managing Partner and Co-Chief Investment Officer at Evoke Advisors, to break down why markets heading into 2026 are forcing investors to rethink diversification, risk, and portfolio construction.With inflation remain ... Show More
12m 35s
Jan 21
Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret
In this episode of Lead-Lag Live, I sit down with Kaitlyn Walsh, Wealth Advisor and Equity Analyst, to break down what employees actually own when they receive stock options and why misunderstanding equity compensation can lead to costly mistakes.From incentive stock options and ... Show More
15m 8s
Mar 2023
MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
Tony Greer discuss the current market landscape, inflation, commodities in an inflationary environment, and much, much more. Tony Greer is an experienced trader with 25 years under his belt and the founder of TG Macro.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
01:58 - How To ... Show More
43m 10s
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
Jun 2024
BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)
In this episode of the Bitcoin Fundamentals Podcast, investigative journalist Matthew Lysiak discusses his latest book on fiat food policies, influential figures like Ancel Keys, corporate interests, and the impact of inflation on health.
IN THIS EPISODE YOU’LL LEARN:
00:00 - In ... Show More
57m 16s
Feb 2021
Chamath Palihapitiya – The Major Problems Facing the World – [Invest Like the Best, EP.211]
My guest today is Chamath Palihapitiya, the founder and CEO of Social Capital, whose mission is to advance humanity by solving the world's hardest problems. I didn't know where this conversation would take us given Chamath's wide-ranging activities and interests but I think it pr ... Show More
1h 8m
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
<p dir="ltr"><strong>Hosts:</strong> Matty A. and Ryan Breedwell<br /> <br /> <strong>Episode Overview:<br /> <br /></strong>In this insightful episode of "Money Moves," hosts Matty A and Ryan Breedwell dive deep into current market trends, investment opportunities, and the econo ... Show More
