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# Money in Motion — Today at Noon ET
- URL: https://www.leadlagreport.com/money-in-motion-today-at-noon-et/
- Published: 2026-05-06T13:12:58.000Z
- Updated: 2026-05-06T13:12:58.000Z
- Author: Michael A. Gayed, CFA
- Tags: Newsletter, #substack, #substack-type-newsletter, #substack-access-everyone, #Import 2026-07-17 08:13

*Today at 12 PM ET. One hour. No replay guaranteed.*

I’m hosting **Greg Babij**, Founder & CIO of **Sundial**, for a live conversation built for a very specific audience — investors with $5M+ portfolios who already know the traditional 60/40 isn’t going to do what it did the last forty years.

This isn’t a financial planning webinar. It isn’t retirement allocation math. It’s a working session on how money is actually moving in 2026 — and where it’s going next.

**WHY THIS WEBINAR, WHY NOW**

Stock-bond correlations broke. Treasury volatility is structural. Zero-day options have changed how the equity tape behaves intraday. The Fed reaction function is no longer the same one most allocators built portfolios around.

Greg’s view — and the reason Sundial’s average client sits at 60%+ alternatives, 20-30% traditional equities, and effectively zero traditional fixed income — is that the regime changed and most portfolios didn’t.

**WHAT WE’LL COVER**

• Probability-based investing vs prediction-based investing — and why the distinction matters more in faster cycles

• How regime-adaptive portfolios are constructed across growth, recession, inflation, and deflation paths

• Where tactical and non-correlated strategies fit when traditional fixed income stops doing its job

• The case for stability-seeking allocations in a market that increasingly rewards instability

• What’s actually happening inside MFOs right now — what’s getting bought, what’s getting sold

**WHO THIS IS FOR**

Investors and advisors with serious money in motion. If you’re managing $5M+ and the standard playbook is starting to feel stale, this hour is for you.

**REGISTER**

[https://us06web.zoom.us/j/82366523745?pwd=uhukgcxT05N4AC5uXfCEUwRjnzQjaq.1](https://us06web.zoom.us/j/82366523745?pwd=uhukgcxT05N4AC5uXfCEUwRjnzQjaq.1&ref=leadlagreport.com)

Starts at noon ET sharp. Live Q&A in the back half. Bring questions.

[https://us06web.zoom.us/j/82366523745?pwd=uhukgcxT05N4AC5uXfCEUwRjnzQjaq.1](https://us06web.zoom.us/j/82366523745?pwd=uhukgcxT05N4AC5uXfCEUwRjnzQjaq.1&ref=leadlagreport.com)

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