Best Brendan Ahern Podcasts (2025)

1
China’s Turning Point: Brendan Ahern on AI, Cloud Growth, and the Global Rebalance Into KWEB 18:46

Play Pause

7d 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
Humanoid Robots Are Coming: Investing in the KOID Opportunity 37:00

1d 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…

1
China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares 34:30

1d 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…

1
Episode 190- Sick Dogs with Marc Fitz and Bobby C 1:23:13

3d ago1:23:13

1:23:13

Thanksgiving is discussed, Bob hates cruises and moreBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy 17:17

2d 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 …

1
Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership 13:18

7d 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…

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

7d 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…

1
Episode 189- Jumper Cables 1:16:27

10d ago1:16:27

1:16:27

Car troubles prevent Jumptown from joining the program....the boys audible and enjoy a Sunday togetherBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
AI Boom or Bubble? Jay Hatfield on What’s Next for Stocks, Small Caps & The Fed 16:31

13d 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…

1
188- Boston Comedian Dave Russo 1:17:43

17d ago1:17:43

1:17:43

Russo on the road stops into the garage to discuss the current state of comedy and moreBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Falling Rates, Rising Uncertainty: Investors Chase Higher Yields 33:05

16d 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…

1
Lift Up Your Future: Seth Cogswell on Starting Early, Discipline, and Building Wealth That Lasts 11:45

16d 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…

1
Why the Fed Will Be Forced to Cut | Jay Hatfield’s 2025 Market Outlook 40:40

19d 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-…

1
Fear and Fundamentals: Brad Barrie on Global Macro, Diversification, and the Market’s Next Big Test 17:16

20d 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…

1
Weekly Paychecks from Tesla? Will Rhind on High-Yield ETFs and the Next Evolution in Income 7:49

21d 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…

1
Faith vs Frenzy: Fr. Emmanuel Lemelson on Gold Mania, AI Hype, and the Morality of Markets 35:26

23d 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…

1
Episode 187- Booking 101 with Matt Misci 1:00:30

24d ago1:00:30

1:00:30

Comedian and head booking agent at Nick's Comedy Stop, Matt Misci joins the boys to talk about comedy, booking talent and moreBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
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 — …

1
Fantasy vs Fundamentals: Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next 26:18

29d 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…

1
Episode 186- The boys are back 1:04:49

1M ago1:04:49

1:04:49

Back from hiatus and ready to go...halloween candy and moreBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
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…

1
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…

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

1M 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…

1
Is the Fed about to start cutting rates — and what does that mean for your portfolio? 42:53

1M 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

1M 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

1M 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…

1
Fragile Foundations: Ross Atefi on AI Euphoria, Market Concentration & the $500K Tax Trap 22:32

1M 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…

1
Beyond the Hype: Derek Yan on the AI Build-Out, Private Access, and Where the Real Opportunity Lies 22:26

1M 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…

1
California at a Crossroads: Ethan Penner on Gavin Newsom, Trump, Reform, and Rebuilding the State 28:42

1M 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…

1
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…

1
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

1
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

1
Building All-Weather Income with Pass-Throughs and HIPS 45:51

2M ago45:51

45:51

By Michael A. Gayed, CFA

1
Episode 185- Tenured Professors 1:17:41

2M ago1:17:41

1:17:41

A major announcement is unveiledBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Boom or Bust: Kai Wu on AI CapEx, Concentration Risk, and the Next Phase of Tech 20:28

2M ago20:28

20:28

In this episode of Lead-Lag Live, I sit down with Kai Wu, Founder and CIO of Sparkline Capital, to break down the AI-driven capital cycle reshaping markets. From Nvidia’s record-shattering deals to hyperscalers pouring trillions into infrastructure, Kai explains why today’s AI boom echoes past capital cycles—and why investors may be missing the rea…

1
Episode 184- The Ryder Cup with Jon Knochel 1:14:21

2M ago1:14:21

1:14:21

Brendan on life support after a big weekend which the boys discuss America's collapseBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Fed vs Reality: Jay Hatfield on Outdated Data, Rate Cuts, and Where to Invest Now 25:18

2M ago25:18

25:18

In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to unpack why the Fed keeps getting it wrong—and how investors can actually benefit from the new rate-cutting cycle. From outdated shelter calculations to overlooked leading indicators, Jay explains why monetary policy needs modernization and whe…

1
Episode 183- Timothy James and Country Music 1:38:09

2M ago1:38:09

1:38:09

Rising Boston based country music artist Timothy James joins the boys to discuss his journey from Ironworker to guitar picker. Check him out at www.therealbostoncowboy.comBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Collar Strategies: Protecting Downside While Keeping Upside Alive 26:29

2M 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 …

1
Access the AI Revolution — How AGIX Gives Investors Pre-IPO Exposure to AI Unicorns 53:07

2M ago53:07

53:07

Join me live as I sit down with Derek Yan, Director at KraneShares, to explore how the AGIX ETF is reshaping AI investing by giving everyday investors exposure to private AI unicorns like Anthropic and xAI—companies powering the foundation models behind the next wave of enterprise AI. In this expert-led discussion, Derek explains how AGIX combines …

1
The Forgotten Hedge: Brandon Thor on Gold, Sovereignty, and Beating Wall Street’s Game 15:02

2M ago15:02

15:02

In this episode of Lead-Lag Live, I sit down with Brandon Thor, CEO of Thor Metals Group, to challenge the narratives that have sidelined gold in modern portfolios. As gold hits fresh highs amid rate cut bets, soaring debt, and a weakening dollar, Brandon explains why less than 1% of investors actually hold it—and why that may be the biggest oversi…

1
182- Sports Frauds 1:29:29

2M ago1:29:29

1:29:29

From Danny Almonte to NBA refs..the boys discuss Sports fraudsBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Special Drop in- The State of A Nation 21:10

3M ago21:10

21:10

Brendan and Fitzy review a nationBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Episode 181- Joe From Gloucester 1:24:24

3M ago1:24:24

1:24:24

After many months of trying to nail down the unofficial Mayor of Gloucester we finally got Joe in the garage. From daily affirmations to the Greasy Pole this episode has it allBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
Data vs Reality: Jay Hatfield on Jobs Revisions, Fed Cuts, and Where Value Hides 41:35

3M ago41:35

41:35

During this webinar, Jay Hatfield, CEO of Infrastructure Capital, cuts through the noise around jobs revisions, Fed policy, and where investors should be positioning now. From outdated government data to the bond rally and the fate of small caps and REITs, Hatfield explains why the real risks are different from the headlines — and how investors can…

1
Rates vs Reality: David Busch on Fed Signals, Inflation, and Positioning for Year-End 14:44

3M ago14:44

14:44

In this episode of Lead-Lag Live, I sit down with David Busch, CFA and Co-Chief Investment Officer at Trajan Wealth, to cut through the noise after Powell’s Jackson Hole speech and the latest inflation data. With CPI softening, PPI still hot, and Fed policy hanging in the balance, David explains how investors should think about rates, risk, and por…

1
Narratives vs Numbers: Brendan Ahern on EM Growth, Dollar Flows, and What Investors Miss 16:31

3M ago16:31

16:31

In this episode of Lead-Lag Live, I sit down with Brendan Ahern, Chief Investment Officer at KraneShares, to separate narrative from data on non-U.S. and emerging markets. From index-construction quirks to the impact of a weaker dollar, Brendan lays out why headline EM returns can hide powerful growth — and how investors might be looking in the wro…

1
Episode 180- Joey Boats Drops in 1:02:19

3M ago1:02:19

1:02:19

In a week without Fitzy Joey Boats stops by again to give his thoughts on the worldBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

1
179- Free Solo 2 35:14

3M ago35:14

35:14

An update on why there was a break in the action....after a tumultuous week- some thoughts on t shirts, the lord, guns and a brief history of Norwegian black metalBy Brendan Ahern, Danny Gillis and Matthew Fitzmaurice