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Jul 14
23m 53s

Alex Shahidi: Commodity Producers, Infla...

Michael A. Gayed, CFA
About this episode
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 inflation-hedging equity sleeve inside a modern balanced portfolio. Alex makes the str ... Show More
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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
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Jul 13
Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live
Alex Shahidi, Managing Principal at Evoke Advisors and co-portfolio manager of the RPAR Risk Parity ETF and UPAR Ultra Risk Parity ETF, joins Michael Gayed on Lead-Lag Live to unpack why gold belongs at the core of a modern risk-parity portfolio — and why the traditional 60/40 ke ... Show More
22m 10s
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