Feb 24
The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500
In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down why the AI boom may be entering a new phase and why investors concentrated in infrastructure stocks could be taking more risk than they realize.With nearly half of the S& ... Show More
22m 47s
Feb 23
Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade
In this episode of Lead-Lag Live, I sit down with Michael Germano, Founder and Wealth Manager at Key Sage Wealth, to discuss whether markets are entering a major rotation after years of mega-cap tech dominance.From signs of mean reversion and passive-driven distortions to the cas ... Show More
19m 21s
Feb 17
Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race
In this episode of Lead-Lag Live, I sit down with Derek Yan, Senior Investment Strategist at KraneShares, to discuss whether humanoid robotics is a real commercialization story or just the next overhyped thematic trade.From factory deployment by Tesla, BMW, and Amazon to China’s ... Show More
20m 28s
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 Grant Cardone for a wide-ranging and unusually candid conversation on Bitcoin, real estate, and what it really means to invest with conviction. Grant is blunt about one thing most people never admit: even after buying Bitcoin for years, he doesn’t pretend certainty. He openly talks about the discomfort of dr ... 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
