The Pain Trade Podcast

Michael A. Gayed

Booking Overview

An interview-focused investing and markets show featuring weekly conversations with senior portfolio managers, CIOs, asset-management executives, and market specialists, with occasional sponsored expert panels. PR agencies could credibly pitch investment strategists, economists, fund managers, financial researchers, and executives with differentiated views on global markets, portfolio construction, inflation, or emerging-market investing; booking difficulty is medium.

Metrics

Episodes: 973

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 1k-10k

Gender skew: Male

Location: USA

YouTube: 154.0k subscribers

Instagram: 26.0k followers

Contact Information

Publicly listed emails

michaelgayed@leadlagreport.com

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Host

Michael A. Gayed - Active portfolio manager, five-time Dow Award winner, founder of Lead-Lag Media, and publisher of The Lead-Lag Report.

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Senior investment professionals, CIOs, portfolio managers, asset-management executives, investment-firm founders, and specialists with substantial expertise in global markets, portfolio construction, macroeconomic trends, or financial technology.

Required Achievements:

Leadership of an investment firm, asset manager, or major investment function, Management or development of investment strategies, portfolios, or funds, Recognized expertise in global markets, factor investing, risk management, or portfolio construction, Senior executive experience in financial technology or market analysis

Recent Guest Discussions

Jeremy Schwartz - Growth Versus Value, International Diversification, Home Bias, Currency Hedging, Global Equities, And Multi-asset Investing.

Herv Van Caloen - International Investing, Global Diversification, Latin American Opportunities, Japan's Semiconductor Strategy, European Markets, Currency Risk, And Emerging Markets.

Tony Yang - Factor Investing, Thematic Allocations, Chinese Markets, Artificial Intelligence, Sector Dispersion, And Global Emerging-market Exposure.

Fujia Liu - Factor Investing, Thematic Allocations, Chinese Markets, Artificial Intelligence, Sector Dispersion, And Global Emerging-market Exposure.

Jason Hsu - Smart Beta, Factor Investing, Thematic Investing, Portfolio Construction, Chinese Equities, Artificial Intelligence, And Energy Trends.

Recent Topics

Finance, Investing, Portfolio Management, Global Markets, Risk Management

Episodes

Here's the recent few episodes on

The Pain Trade Podcast

Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years

August 28, 2026

Jeremy Schwartz, CFA, Global Chief Investment Officer of WisdomTree Investments, joins Michael Gayed on Lead-Lag Live on the eve of WisdomTree's 20-year anniversary to discuss the growth-vs-value cycle, why home bias is quietly costing US investors return, and where the next phase of international diversification is headed. Topics covered: (00:00) Introduction and setting the stage (01:37) WisdomTree's 20-year evolution and $170B global footprint (02:40) Where we are in the growth-...

Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management

August 02, 2026

Hervé Van Caloen, President of Mercator Investment Management, joins Michael Gayed on Lead-Lag Live to discuss where the next decade of alpha lives outside the US — with a focus on Latin America (Venezuela post-Maduro, Argentina's Milei reforms), Japan's semiconductor comeback via Rapidus, European defense investment, and the case for global diversification when US market concentration hits a 93-year high. Topics covered: (00:00) Host intro and Hervé's international investing ...

Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang

July 20, 2026

Michael A. Gayed, CFA (The Lead-Lag Report) sits down with Jason Hsu, founder of Rayliant Global Advisors, and China-market specialists Fujia Liu and Tony Yang of China Asset Management (ChinaAMC) to unpack factor investing, thematic tilts, and how global allocators are thinking about dispersion, AI, and energy trends inside Chinese markets. WHAT YOU'LL LEARN - The real difference between smart beta, factor investing, and thematic investing - Why cap-weighted concentration pushes allocat...

Publicly listed emails

michaelgayed@leadlagreport.com

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