> ## Content Index
> Fetch the complete content index at: https://www.leadlagreport.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Starts in 1 Hour - Anti-AI: Why Efficient Growth Is Behaving Nothing Like the S&P 500 Right Now
- URL: https://www.leadlagreport.com/starts-in-1-hour-anti-ai-why-efficient-growth-is-behaving-nothing-like-the-s-p-500-right-now/
- Published: 2026-07-29T17:30:00.000Z
- Updated: 2026-07-29T17:30:00.000Z
- Description: Starts in 1 hour. Live at 2:30 PM ET with Seth Cogswell of Running Oak Capital. 1 CFP CE Credit Approved.
- Author: Michael A. Gayed, CFA
- Tags: Lead-Lag Live, Webinar, Running Oak, Reminder

**Starts in 1 hour.**

Anti-AI: Why Efficient Growth Is Behaving Nothing Like the S&P 500 Right Now.

Live at 2:30 PM ET with Seth Cogswell, Founder and Managing Partner of Running Oak Capital.

A 60-minute discussion on the involuntary Anti-AI trade, the Grand Illusion of hyperscaler earnings, and why 14 months of factor nonsense may be sow time.

### Details

**When:** Today, 2:30-3:30 PM ET (in about 1 hour)  
**Where:** Live on Zoom - Replay sent to all registrants  
**Credit:** 1 CFP CE Credit Approved - Investment Planning - Intermediate  
**Sponsored by:** Running Oak Capital

**Register:** [https://us06web.zoom.us/webinar/register/WN\_bVsrGpoMTm-qcMAYug3IeQ](https://us06web.zoom.us/webinar/register/WN%5FbVsrGpoMTm-qcMAYug3IeQ?ref=leadlagreport.com)

*Already registered? You'll receive the Zoom join link from Zoom directly.*

Michael A. Gayed, CFA  
Publisher, The Lead-Lag Report  
Founder, Lead-Lag Media

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*Past performance is not necessarily indicative of future results. Statements regarding the sustainability of the AI trade or forward-looking claims on hyperscalers reflect the opinion of Running Oak Capital and should not be relied upon as statements of fact. This is not investment advice.*