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
Dec 2024
Codie Sanchez: Why You're Still Broke, The Rich Mindset & What You Need To Know About Success & Personal Finance Mastery
#782: Join us as we sit down with Codie Sanchez – Founder & CEO of Contrarian Thinking, one of the fastest-growing financial media businesses. After a decade on Wall Street & in private equity, Codie shifted her focus on building her own business portfolio. In this episode, Codie ... Show More
1h 22m
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 outperformance to extreme concentration and AI spending risk, Cogswell explains why ... Show More
<p> In today’s podcast, I’m going to cover - How to negotiate with a difficult seller.<br/><br/>FREE 30 Quick Start Kit: <br/><a href='https://flippingmastery.com/qkpod'>https://flippingmastery.com/qkpod</a> <br/> ------------------- ... Show More
