Recommended by Michael A. Gayed
If you’re looking for deeper dives into specific ETF strategies, I highly recommend subscribing to the KraneShares Substack at kraneshares.substack.com. The content breaks down individual funds, themes, and portfolio positioning in a clear, research-driven way — without the noise. It’s become a valuable complement to The Lead-Lag Report for investors who want focused insights on innovation, global trends, and differentiated exposures.
If you want a sharper macro lens and clearer insight into how big themes show up in markets, the GraniteShares Substack is worth following. Their team consistently breaks down timely macro trends and thematic ideas in a practical, investor-focused way that pairs well with the analysis we focus on here.
Jeff Huge, CMT, brings 35+ years of institutional experience — from Merrill Lynch and Citi to co-managing a global macro hedge fund at The Leuthold Group. His monthly newsletter blends fundamentals with technical and trend-following analysis in a way that's both rigorous and accessible. His risk-first "Perfect Portfolio" framework meaningfully outperformed the S&P 500 in 2025. If you value independent macro thinking that challenges consensus and tells you how to position, this is worth reading.
If you care about how infrastructure, energy, and capital flows shape markets, Infrastructure Capital’s Substack delivers clear, data-driven insights that go beyond the headlines. Smart analysis. Real-world themes. No noise.
If you’re looking to sharpen your edge on markets and long-term wealth creation, **Dynamic Wealth** on Substack is worth your time. The publication blends practical portfolio thinking with disciplined macro awareness — cutting through noise and focusing on what actually drives sustainable returns. Clear, thoughtful, and investor-focused.
