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Lead-Lag Live
Michael A. Gayed, CFA
856 episodes
1 week ago
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025. From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom. In this episode: – Why the Fed’s “weak labor market” narrative hides...
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Investing
Education,
Business
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All content for Lead-Lag Live is the property of Michael A. Gayed, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025. From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom. In this episode: – Why the Fed’s “weak labor market” narrative hides...
Show more...
Investing
Education,
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts211/v4/ee/94/94/ee949474-87d3-9267-bf87-5a3392c1fee3/mza_1047047823434820793.jpg/600x600bb.jpg
Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs
Lead-Lag Live
17 minutes
2 weeks ago
Beyond Buy and Hold: Si Katara on Zero-Day Options, Income Innovation & the Future of ETFs
In this episode of Lead-Lag Live, I sit down with Si Katara, Founder and CEO of Tap Alpha, to explore how zero-day options are reshaping income investing for everyday investors. From engineering background to ETF innovation, Katara shares how Tap Alpha’s TSPY ETF delivers daily option overlays on the S&P 500 — capturing upside while generating consistent, tax-efficient income in any market environment. In this episode: – Why traditional income products no longer work for investors today –...
Lead-Lag Live
In this episode of Lead-Lag Live, I sit down with Jay Hatfield, CEO of Infrastructure Capital Advisors, to discuss why he believes the Fed’s latest dovish pivot was inevitable — and what it means for investors heading into 2025. From housing to money supply and the AI-driven growth cycle, Hatfield breaks down the data points that actually matter — and why he sees zero risk of recession, but a real chance of an economic boom. In this episode: – Why the Fed’s “weak labor market” narrative hides...