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
Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Conviction
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 y ... Show More
34m 44s
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 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 aggressive industrial push, Yan explains why embodied AI may represent the nex ... 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
