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Investment Strategies
Finance
Market Anomalies
Value Investing
Active Vs Passive Investing
S&P 500
Price Momentum
Market Dynamics
Post-Earnings Announcement Drift
Zombie Companies
Blockchain
Options Trading
Equity Markets
Behavioral Finance
VIX
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Welcome to the Lead-Lag Live podcast, where we bring you live unscripted conversations with thought leaders in the world of finance, economics, and investing. Hosted by Melanie Schaffer each episode dives deep into the minds of industry experts to discuss current market trends, investment strategies, and the global economic landscape.In this exciting series, you'll have the rare opportunity to joi... more

PublishesDailyEpisodes908Founded4 years ago
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Artwork for Lead-Lag Live

Latest Episodes

Oil just hit $100 for the first time since 2022. Could it go to $150?

John Love of USCF Investments joins Melanie Schaffer on Lead-Lag Live at Future Proof Miami to break down the biggest oil shock since 1973. With 20% of the world's oil supply at r... more

John Love of USCF Investments joins Lead-Lag Live to discuss oil prices and the Strait of Hormuz crisis.Support the show

In this episode of Lead-Lag Live, I sit down with Hervé Van Caloen, President of Mercator Investment Management, to discuss why Europe’s long-standing political and economic models are breaking down — and why that might be exactly what the continent ... more

In this episode of Lead-Lag Live, I sit down with Henry Greene, Investment Strategist at KraneShares, to discuss how a weakening U.S. dollar and global AI capital spending could reshape leadership in technology markets.

From Taiwan and South Korea’s... more

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Recent Guests

John Love
Portfolio manager at USCF Investments
USCF Investments
Episode: Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
Peter Todd
Founder of OpenTimestamps
OpenTimestamps / Ukraine field work
Episode: Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files
Michael Germano
Founder and wealth manager at Key Sage Wealth
Key Sage Wealth
Episode: Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade
Ted Oakley
Founder of Oxbow Advisors with over 40 years of investment experience
Oxbow Advisors
Episode: Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Undervalued
David Dziekanski
Founder and portfolio manager at Quantify Funds
Quantify Funds
Episode: Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs, and Portfolio Risk
Hervé Van Caloen
Owner and portfolio manager at Mercator Investment Management
Mercator Investment Management
Episode: Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending
Kaitlyn Walsh
Expert on incentive stock options and employee equity compensation
Episode: Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret
Michael Mo
CEO of KULR Technologies, which focuses on high-performance battery systems
KULR Technologies
Episode: Why Power Is the Real Bottleneck in AI, Drones & Telecom | KULR CEO
Luke Lloyd
President and CEO of Lloyd Financial Group, a frequent voice on Fox News and Fox Business, and author of the LFG daily newsletter
Lloyd Financial Group
Episode: The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken

Host

Melanie Schaffer
Host who brings expertise in financial discussions and engages with top industry leaders in unscripted conversations.

Reviews

4.4 out of 5 stars from 286 ratings
  • Seek help

    Please seek help

    Apple Podcasts
    1
    999 333
    Australia7 months ago
  • Brilliant!!

    An outstanding podcast featuring intriguing guests and offering valuable insights on a wide range of investment topics.

    Apple Podcasts
    5
    Wade South Africa
    South Africaa year ago
  • Very informational and interesting

    I really enjoy listening to this show. If you’re interested in the world of investments and want to get a grasp on current trends and the markets, this is the podcast for you.

    Apple Podcasts
    5
    GeckoX
    United Statesa year ago
  • Interesting guests interviewed by a perma bear

    3/5 - Guests are interesting and the host is a decent interviewer. This is just a fair warning for casual layperson listeners to not take the host’s views seriously, as he is unfortunately a well known “permabear” (see his twitter) macro gloom & doomer whose market calls have been terribly wrong the last few years.

    Apple Podcasts
    3
    Saint5383828
    United States2 years ago
  • The best Macro Show out there.

    Michael is really good of cramming a lot into his X feed; he is even better when he has a longer format to expand in.

    Apple Podcasts
    5
    JagerMario
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some listeners note that the podcast can occasionally reflect the host's personal biases, influencing the presentation of certain viewpoints.
Reviews suggest that the unscripted format brings an authentic and dynamic feel to conversations, allowing for in-depth exploration of important issues.
Many express gratitude for the diverse insights and well-articulated analysis provided in each episode.
Listeners praise the show's engaging discussions with thoughtful industry leaders, making complex financial topics accessible and relatable.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#123
India/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
Q: What risks should investors watch beyond immediate price movements?
Investors should monitor how long production is shut in, how quickly supply can be rerouted, talks of strategic reserves deployment, and any escalation that changes the risk premium embedded in futures and oil contracts.
Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
Q: What is the potential impact on oil prices if the crisis is resolved quickly versus if it worsens?
If resolved quickly, prices may ease as supply normalization returns; if it worsens or Iran resists, volatility could persist and prices could stay higher for longer as markets reassess disruption duration and risk.
Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks
Q: Could this play out like past oil shocks, or is this a unique scenario?
It appears unique given the contemporaneous geopolitical dynamics and market responses; while comparisons to 1973 and other events are useful, the current context involves rapid pricing and potential for swift policy responses, which could shorten or prolong the disruption depending on actions by multiple actors.
Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks
Q: What is the scale and immediacy of the risk to oil supplies right now?
The risk is significant, with about 20% of global oil at risk due to Strait of Hormuz disruptions, and six percent already shut in; the duration will determine how much prices move, but the episode underscores how quickly supply constraints can trigger volatility.
Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift
Q: How do you see Europe balancing defense growth with economic and regulatory realities?
The path involves cutting through overregulation, reviving risk-taking, and focusing investment on strategic tech sectors like satellites, AI, and semiconductor equipment, while managing immigration and energy costs to maintain competitiveness.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Lead-Lag Live

What is Lead-Lag Live about and what kind of topics does it cover?

Conversations focus on finance, economics, and investment strategies, providing insights into current market trends and actionable advice. Episodes feature prominent thought leaders, renowned experts, and industry professionals discussing various topics, including AI, commodities, and geopolitical issues impacting financial markets. The format emphasizes real-time, unscripted dialogue, making the insights accessible and relevant for investors and financial professionals looking to navigate complex economic landscapes. Notably, the program shines in showcasing diverse perspectives and encourages critical thinking by inviting contrasting viewpoints.

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How many listeners does Lead-Lag Live get?

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Which podcasts are similar to Lead-Lag Live?

These podcasts share a similar audience with Lead-Lag Live:

1. Forward Guidance
2. Monetary Matters with Jack Farley
3. Macro Voices
4. Thoughtful Money with Adam Taggart
5. Wealthion - Be Financially Resilient

How many episodes of Lead-Lag Live are there?

Lead-Lag Live launched 4 years ago and published 908 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Lead-Lag Live?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Lead-Lag Live?

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What guests have appeared on Lead-Lag Live?

Recent guests on Lead-Lag Live include:

1. John Love
2. Peter Todd
3. Michael Germano
4. Ted Oakley
5. David Dziekanski
6. Hervé Van Caloen
7. Kaitlyn Walsh
8. Michael Mo

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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