Lead-Lag Live
Starts in 1 Hour - Anti-AI: Why Efficient Growth Is Behaving Nothing Like the S&P 500 Right Now
Starts in 1 hour. Live at 2:30 PM ET with Seth Cogswell of Running Oak Capital. 1 CFP CE Credit Approved.
Lead-Lag Live
Lead-Lag Live
Today at 2:30 PM ET - Anti-AI: Why Efficient Growth Is Behaving Nothing Like the S&P 500 Right Now
Live at 2:30 PM ET with Seth Cogswell of Running Oak Capital. The involuntary Anti-AI trade, the Grand Illusion of hyperscaler earnings, and why 14 months of factor nonsense may be sow time. 1 CFP CE Credit Approved.
Lead-Lag Live
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
U.S. equity concentration has reached historic extremes. The next leg of the AI trade may not be where most investors are looking.
Lead-Lag Live
Kai Wu: The AI Trade Is Entering Its Most Misunderstood Phase
The buildout boom may be peaking. The real opportunity could lie in the companies quietly turning AI into measurable productivity gains while the market remains fixated on infrastructure.
Lead-Lag Live
Three Rate Cuts, Small Caps, and the 9% Income Trade
If inflation is already at 2% beneath the surface, the Fed is behind the curve — and markets are mispriced for what comes next.
Lead-Lag Live
Commodities, Rates, and the Repricing of Scarcity
A deep dive with Will Rhind on platinum’s resurgence, gold’s strength, and what it means for portfolio construction.
Lead-Lag Live
Hype vs. Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race
Lead-Lag Live Recap
Lead-Lag Live
Scarcity Is Back: John Love on Why Commodities Are Repricing Fast
From natural gas volatility to gold above key milestones, the USCF CEO breaks down what’s driving the renewed commodity cycle.
Lead-Lag Live
Trust Is Broken: Inflation’s Illusion, Fed Doubt, and the Gathering Risk in Mega-Caps
Ted Oakley warns that policy credibility is fading, Big Tech dominance may be cracking, and energy could be the market’s most mispriced opportunity.
Lead-Lag Live
Playing Offense With Wealth
Grant Cardone on Bitcoin, Real Estate, and Conviction
Lead-Lag Live
Seth Cogswell on Echoes of 1999
How AI Optimism, Market Concentration, and Risk Blindness Are Repeating History
Lead-Lag Live
Lead-Lag Live: Why Equity Isn’t Ownership
Kaitlyn Walsh on Stock Options, Tax Traps, and Costly Employee Mistakes