Lead-Lag Live - The Lead-Lag Report (Page 3)

Lead-Lag Live

Brendan Ahern Breaks Down China’s Turning Point: Cloud, AI, and Market Repricing

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

Lead-Lag Live

The Perfect Storm for Daily Overlays: Si Katara on Volatility, Income ETFs, and What Comes Next

Markets continue to shift in ways that force investors to balance income, risk, and long-term equity exposure more carefully than ever. AI-driven valuation concerns, shifting Fed expectations, and pockets of volatility have created an environment where responsive strategies stand out. In a new episode of Lead-Lag Live,

Lead-Lag Live

Seth Cogswell on Bubbles, Passive Flows, and What Breaks Next

When markets trade on fantasy rather than fundamentals, it’s usually just a matter of time before gravity reasserts itself. That’s one of the big takeaways from our latest conversation with Seth Cogswell, Managing Partner at Running Oak Capital, and creator of the Running Oak Efficient Growth ETF (RUNN)

Lead-Lag Live

🎙️ Jay Hatfield: The Fed Got It Right (for the Wrong Reasons)

Guest: Jay Hatfield, CEO of Infrastructure Capital Advisors Host: Melanie Schaffer Key Themes: Fed Policy • Rate Cuts • AI Boom • Small Caps • Income Strategies The Fed’s Pivot — Right Decision, Wrong Reason In his latest Lead-Lag Live appearance, Jay Hatfield argues that the Federal Reserve’s dovish shift is both

Lead-Lag Live

AI Meets Robotics: Inside the $5 Trillion Market Boom

Join me as I interview Derek Yan in an exciting discussion about the $5 trillion market boom driven by AI and robotics! Learn how advancements in humanoid robots are revolutionizing industries, addressing labor shortages, and reshaping economies. Derek shares insights into the cutting-edge technologies powering this movement, the global