Best Alex Shahidi Podcasts (2025)

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Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios 21:17

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1d ago21:17

21:17

In this episode of Lead-Lag Live, I sit down with Alex Shahidi, Co-Chief Investment Officer at Evoke Advisors, to unpack the structural forces reshaping markets — from persistent inflation to weakening growth, rising deficits, and the return of macro volatility. From the limitations of the traditional 60-40 portfolio to the misunderstood mechanics …

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Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom 35:01

7h ago35:01

35:01

In this special Lead-Lag Live webinar sponsored by GraniteShares, Michael Gayed brings together some of the biggest YouTube creators in the income-investing space for a fresh, free-flowing conversation on weekly dividends, options-based income ETFs, yield strategies, and the rise of “living free from your brokerage account.” Featuring leaders from …

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The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar 2:37

8h ago2:37

2:37

Join Michael Gayed, Melanie Schaffer, and the OptionsANIMAL team for a conversation about options trading, risk management, and the famous “George Costanza Trade.” In this webinar, they chat about: What the “Costanza approach” really means in trading How professional traders manage risk and avoid emotional decisions High-probability setups explaine…

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Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case 16:03

1d ago16:03

16:03

International markets are leading and according to DWS’s Aram Babikian, we’re still in the early innings. In part 1 of this Lead-Lag Deep Dive Series, Melanie Schaeffer sits down with Aram to explore why Europe and Japan are gaining momentum, what’s structurally different this time, and how two key XTrackers ETFs, HDEF and DBEF, are positioned for …

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Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core” 24:34

1d ago24:34

24:34

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to break down Michael Burry’s warnings about depreciation manipulation, inflated AI earnings, and the concentration risk dominating today’s market. From the speed of chip innovation to the widening gap between revenue and AI CapEx, Cogswell exp…

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Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income 13:30

1d ago13:30

13:30

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down what Nvidia’s blockbuster quarter means for mega-cap tech, why markets fade after earnings season, and the implications for dividend stocks, preferreds, and small caps as rate expectations shift. From valuation pressure in momentum …

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#99 - Joe Davis: Megatrends and the Tug-of-War Economy 1:10:43

2d ago1:10:43

1:10:43

Joe is Global Chief Economist and Head of the Investment Strategy Group at Vanguard. He dives into the major forces reshaping markets—from AI-driven innovation to demographic headwinds and rising debt—and explains why the next decade will be a tug-of-war of megatrends and why consensus forecasts may miss the mark.…

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Humanoid Robots Are Coming: Investing in the KOID Opportunity 37:00

9d ago37:00

37:00

In this episode of Lead-Lag Live, Michael Gayed sits down with Cole Wenner from KraneShares to break down the rise of humanoid robots and why the theme is moving from cool demos to real-world deployment. Cole explains embodied intelligence, the labor and aging-population pressures driving demand, and where humanoids are likely to show up first — wa…

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China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares 34:30

9d ago34:30

34:30

In this episode of Lead-Lag Live, Michael Gayed talks with Henry Greene from KraneShares about how recent changes in US–China trade incentives are improving the outlook for China’s tech sector and why it matters for investors. They discuss the rise of AI in China — including DeepSeek and Alibaba’s Qwen models — and how letting companies train AI on…

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#98 - Mark Sear: Industry Evolution 46:08

9d ago46:08

46:08

Mark is Co-Founder of Evoke Advisors, with more than three decades advising wealthy families and institutions. Mark reflects on his investing passions, client-first philosophy, and the lessons he’s drawn from both golf and decades in wealth management. He shares practical wisdom on industry evolution, and how adaptability, discipline, and trusted a…

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The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy 17:17

10d ago17:17

17:17

In this episode of Lead-Lag Live, I sit down with Steven Rossi, Founder and CEO of Worksport, to break down the company’s clean-energy transformation — including the long-awaited launch of the COR portable power system and the SOLIS solar tonneau cover. Steven explains how COR’s modular batteries, onboard inverter system, and solar integration are …

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Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership 13:18

15d ago13:18

13:18

In this episode of Lead Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the renewed momentum behind emerging markets and the forces driving performance across global tech and e commerce. From valuation gaps and dollar depreciation to sector leadership shifts, Ahern shares how EM growth factors and spe…

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China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB 18:46

15d ago18:46

18:46

n this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to break down the pivotal shift happening inside China’s equity markets. A Trump–Xi truce, policy stabilization, and a surge in cloud and AI revenues are driving fresh optimism into Chinese tech — and Brendan explains why global investors are qu…

1
The Perfect Storm: Si Katara on Daily Overlays, Volatility, and the Future of Income ETFs 16:56

15d ago16:56

16:56

In this episode of Lead-Lag Live, I sit down once again with Si Katara, Founder and CEO of TappAlpha, to dive deeper into how daily option overlays are redefining the balance between growth, income, and risk management. Since our last conversation, markets have shifted fast. AI valuations have cooled, volatility has returned, and investors are reth…

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#97 - Paul Pagnato: Inside the Longevity Revolution 44:50

17d ago44:50

44:50

Paul is a former scientist and longtime financial advisor turned longevity expert and founder of Humanaut Health and Transparency Global. In this episode, we explore the science of living longer, the misunderstood difference between healthspan and lifespan, and how transparency can be a powerful driver of trust and business growth.…

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AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed 16:31

21d ago16:31

16:31

In this episode of Lead-Lag Live, host Melanie Schaffer sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack the market’s next chapter. From AI valuations and small-cap opportunities to rate cuts and dividend ETFs, Jay breaks down where he’s seeing risk and reward as we head into 2025 and 2026. Topics covered: • AI and the…

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#96 - Aakash Doshi: The Strategic Case for Gold 1:01:38

24d ago1:01:38

1:01:38

Aakash is the Global Head of Gold Strategy at State Street Investment Management, one of the world’s largest asset managers. He shares insights on gold’s historic resilience, its role as a portfolio diversifier, market dynamics, and how investors should approach strategic allocation in light of current global trends.…

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Falling Rates, Rising Uncertainty: Investors Chase Higher Yields 33:05

24d ago33:05

33:05

In this exclusive conversation, Michael Gayed, founder of The Lead-Lag Report, sits down with Will Rhind, CEO of GraniteShares, to discuss the booming demand for options-based income ETFs like YieldBoost — funds generating 50% to 150% annual yields through innovative option strategies. They unpack: - Why rates are headed lower (and what it means fo…

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Lift Up Your Future: Seth Cogswell on Starting Early, Discipline, and Building Wealth That Lasts 11:45

24d ago11:45

11:45

In this special Take Your Kid to Work Day edition of Lead-Lag Live, Grade 9 student Ezra Briski steps in as host to explore this year’s theme: Lift Up Your Future — how the choices we make today shape the opportunities we have tomorrow. Ezra sits down with Seth Cogswell, Founder and Managing Partner at Running Oak Capital, to discuss why starting e…

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Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook 40:40

27d ago40:40

40:40

In this exclusive webinar hosted by Michael Gayed of Lead-Lag Media, Jay Hatfield from Infrastructure Capital shares his market outlook for 2025 — including why he believes the Fed will have to cut rates, why housing hasn’t crashed, and why the next market move could surprise to the upside. Jay breaks down: Why the Fed has caused nearly every post-…

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Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test 17:16

28d ago17:16

17:16

In this episode of Lead-Lag Live, I sit down with Brad Barrie, Co-Founder, Managing Director, and Chief Investment Officer at Dynamic Wealth Group, to unpack how global-macro investing helps investors prepare for uncertainty — not predict it. From his Halloween-candy analogy on diversification to the risks hiding behind record valuations, Brad expl…

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Weekly Paychecks from Tesla? Will Rhind on High-Yield ETFs and the Next Evolution in Income 7:49

29d ago7:49

7:49

In this episode of Lead-Lag Live, I sit down with Will Rhind, Founder and CEO of GraniteShares, to discuss how the firm’s YieldBoost lineup is rewriting the rules of income investing. From Tesla to Coinbase, GraniteShares has built a new category of weekly-paying ETFs that deliver institutional-style yield strategies to everyday investors — no opti…

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Faith vs Frenzy: Fr. Emmanuel Lemelson on Gold Mania, AI Hype, and the Morality of Markets 35:26

1M ago35:26

35:26

In this episode of Lead-Lag Live, I sit down with Father Emmanuel Lemelson, activist investor and Orthodox priest, to discuss the intersection of faith, finance, and speculation in an era of market excess. From calling tops in gold and silver to exposing fraud on Wall Street, Fr. Emmanuel argues that modern markets have become spiritually and ethic…

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#95 - Howard Levkowitz: The Past, Present, and Future of Private Credit 36:48

1M ago36:48

36:48

Howard is co‑founder of Tennenbaum Capital Partners, where he helped build one of the early success stories in private credit before leading its integration into BlackRock. In this episode, he shares how private credit grew from a niche strategy into a cornerstone of modern portfolios, the lessons learned through that evolution, and what innovation…

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The Fed Got It Right (for the Wrong Reasons): Jay Hatfield on Rate Cuts, AI, and the Risk of a Boom 18:48

1M ago18:48

18:48

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025. From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — …

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Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next 26:18

1M ago26:18

26:18

In this episode of Lead-Lag Live, I sit down with Seth Cogswell, Managing Partner at Running Oak Capital, to unpack the strange market dynamic where low-quality, high-debt companies are outperforming — and why that may be setting up one of the biggest long-term buying opportunities in years. From zombie stocks to the passive investing paradox, Seth…

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#94 - Gabriel Caillaux: Growth Equity in a Tech-Driven Market 59:13

1M ago59:13

59:13

Gabe is Co-President at General Atlantic, a global growth equity firm managing approximately $114 billion in assets as of June 2025. He discusses growth equity investing and how GA partners with visionary entrepreneurs to build category-leading companies. The conversation explores technology, market evolution, and collaboration strategies that driv…

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Webinar: Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap 29:59

1M ago29:59

29:59

Tired of choosing between concentration risk and a painful tax bill? Michael sits down with Med Faber from Cambria Investment Management. We break down a smarter option: using a 351 ETF exchange to convert appreciated, concentrated stock positions into a diversified ETF without triggering taxes. Think of it like a 1031 for public equities—contribut…

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Income Without Limits: Jonathan Shelon on KLIP, Covered Calls, and Monthly Payouts That Work 16:28

1M ago16:28

16:28

In this episode of Lead-Lag Live, I sit down with Jonathan Shelon, Chief Operating Officer at KraneShares, to unpack how the firm’s KLIP ETF delivers monthly income and international diversification — without giving up growth. With covered call strategies back in focus, Jonathan explains why China’s tech sector provides more volatility (and therefo…

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#93 - Alex Ehrlich: The Leadership Pyramid, Team-Centered Culture 1:13:50

1M ago1:13:50

1:13:50

Alex is founder and CEO of Percapita and a longtime senior executive at Goldman Sachs, UBS, and Morgan Stanley. He shares four decades of insights—from his “Leadership Pyramid” philosophy and the value of a team-centered culture to expanding inclusive banking. Listeners will learn strategies for building resilient organizations and leading with pur…

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The $1,000 Revolution: Sam Nofzinger on Direct Indexing, Taxes, and the Future of Investing 17:09

2M ago17:09

17:09

In this episode of Lead-Lag Live, I sit down with Sam Nofsinger, General Manager of Brokerage at Public, to discuss how the company’s new direct indexing feature is bringing institutional investing tools to everyday investors. For the first time, investors can build their own index, own every underlying stock, and optimize for taxes with just $1,00…

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Is the Fed about to start cutting rates — and what does that mean for your portfolio? 42:53

2M ago42:53

42:53

In this Lead Lag Live webinar, Michael Gayed sits down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to break down the current macro landscape, why inflation fears may be overblown, and where the biggest investment opportunities lie as we enter a new market phase. Topics Covered: Why small caps could surge as rate cuts begin The truth …

1
Energy, Income, and AI: Jay Hatfield on the Fed, Housing, and Where the Real Growth Is Now 17:53

2M ago17:53

17:53

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to cut through the noise on the Fed, energy markets, and how investors can prepare for the next phase of the cycle. From the AI-driven power boom to small-cap rotation and bond opportunities, Jay shares why the Fed’s reliance on lagging data coul…

1
Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs 17:50

2M ago17:50

17:50

In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors. From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating cons…

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Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax Trap 22:32

2M ago22:32

22:32

In this episode of Lead-Lag Live, I sit down with Ross Atefi, Founder and Wealth Advisor at Yatra Wealth Design, to break down why he believes the market is more fragile than headlines suggest. From AI mania to the quiet collapse in housing and jobs data, Ross explains how extreme concentration and stretched valuations have set up an environment th…

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Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies 22:26

2M ago22:26

22:26

In this episode of Lead-Lag Live, I sit down with Derek Yan, CFA and Senior Investment Strategist at KraneShares, to cut through the noise surrounding the AI “bubble” narrative and unpack where the true opportunity still lies. From infrastructure shortages and the rise of reasoning models to the challenge of accessing private AI leaders, Derek shar…

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#92 - Kipp deVeer: Steering Ares’ Growth in Alternatives 42:20

2M ago42:20

42:20

Kipp is Co-President of Ares Management, which manages $572 billion in assets (as of 6/30/25) and is a global leader in alternative investments. He discusses Ares’ rapid growth, leadership strategy, and the evolving landscape for private assets and clients.

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California at a Crossroads: Ethan Penner on Gavin Newsom, Trump, Reform, and Rebuilding the State 28:42

2M ago28:42

28:42

In this episode of Lead-Lag Live, I sit down with Ethan Penner — independent candidate for California governor and a trailblazer in U.S. commercial real-estate finance — to break down what he calls the “collapse of competent governance” in California. From a radical tax overhaul to fixing housing and energy costs, Penner outlines how he’d reverse d…

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AI Today: From Chatbots to Humanoid Robots – Investing in the Full Stack 52:24

2M ago52:24

52:24

Imagine the internet’s 20-year curve compressed into a few years: costs plummet, capabilities skyrocket, and adoption leaps from novelty to necessity. That’s where AI stands today. In this episode, we go deep into the evolution of reasoning models—how chatbots are transforming into agents that plan, code, and act across real workflows. Then, we exp…

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Mastering Options Basics — Long vs. Short, Covered Calls, and Zero DTE Risks | Live Webinar 34:00

2M ago34:00

34:00

Join me as I sit down with Greg Jensen, Founder of OptionsAnimal, and Eric Hale, Founder of Trader Oasis, to break down the foundations of smart options trading. After our last deep dive into the collar strategy, we’re going back to basics to answer the biggest questions every trader faces. Greg and Eric explain when it’s appropriate to buy long op…

1
Beyond 60/40: Alex Shahidi on Diversification, Inflation, and Risk Parity Investing 17:01

2M ago17:01

17:01

By Michael A. Gayed, CFA

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Why Gold’s Quiet All‑Time High Matters (and How BAR Lowers the Cost of Owning It) 49:22

2M ago49:22

49:22

By Michael A. Gayed, CFA

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Building All-Weather Income with Pass-Throughs and HIPS 45:51

2M ago45:51

45:51

By Michael A. Gayed, CFA

3M ago26:29

26:29

Learn how professional traders use the collar strategy to protect against downside while keeping upside potential alive. In this session, Greg and Eric from Options Animal break down: How collars act as a dynamic “insurance policy” for your portfolio Why risk management matters more than stock picking Real trade examples with Apple & Nvidia How to …