Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phase of international diversification is headed.
Topics covered:
(00:00) Introdu ... Show More
Aug 2
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management
Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback vi ... Show More
44m 24s
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
45m 19s