Lead-Lag Live
In this episode of Lead-Lag Live, portfolio manager Hervé Van Caloen of Mercator Investment Management joined the discussion to unpack what he sees as a powerful global rotation underway—one that stretches well beyond U.S. equities and into Japan, Europe, Latin America, and strategically critical industries like semiconductors,
Lead-Lag Live
In the latest episode of Lead‑Lag Live, host Melanie Schaffer sat down with Luke Lloyd, President and CEO of Lloyd Financial Group, to unpack a theme that increasingly defines modern markets: liquidity first, fundamentals second, and government backstops everywhere. Lloyd framed today’s environment as a “bailout economy,” where
Lead-Lag Live
Markets no longer operate in a geopolitical vacuum. Trade tensions, technology rivalry, supply-chain security, and national defense priorities have become central forces shaping capital allocation. In the latest episode of Lead-Lag Live, host Melanie Schaffer sat down with Aram Babikian, Head of Xtrackers Wealth at DWS, to explore
Lead-Lag Live
The retail brokerage landscape is entering a new phase. Artificial intelligence is no longer just a research aid or a chatbot layered onto an existing platform. It is increasingly becoming the interface through which investors research ideas, construct portfolios, and execute complex decisions that once required teams of analysts or
Lead-Lag Live
Lead-Lag Live Recap: Hype vs. Reality in AI Investing
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Lead-Lag Live Recap
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Lead-Lag Live Recap
Lead-Lag Live
Markets are sitting near record highs, yet the signals underneath the surface remain anything but calm. Leadership has narrowed, inflation risks remain unresolved, and diversification across portfolios appears to be shrinking rather than expanding. On a recent episode of Lead-Lag Live, Melanie Schaffer sat down with Alex Shahidi, Co-
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Brendan Ahern on Internet Growth, EM Volatility, and Single-Stock Levered ETFs
Lead-Lag Live
Key Takeaways * Cash is no longer a passive holding. In a higher-rate, more volatile environment, liquidity itself has become a strategic asset. * TRSY is designed as a modern cash-management tool, offering exposure to U.S. Treasury bills with maturities of zero to one year. * Unlike CDs, TRSY trades
Lead-Lag Live
Key Takeaways * Tech isn’t in a bubble — but it is fully valued. Expect pullbacks to be more about digestion than destruction, with dip buyers still active. * Rotation is already underway. Small-caps and value-heavy equities tend to outperform coming out of Fed tightening cycles. * Income has the edge
Lead-Lag Live
Key Takeaways * AI monetization in China is shifting toward cloud computing, where Alibaba, Baidu, and Tencent are seeing the strongest revenue traction. * China’s “anti-involution” policy is easing excessive competition and helping stabilize profitability in areas like solar and clean tech. * Non-U.S. investors are reallocating to China