The Pain Trade Podcast

Michael A. Gayed, CFA

Booking Overview

A weekly finance and investing interview show featuring senior portfolio managers, chief investment officers, asset-management founders, and market-technology executives discussing global markets, portfolio construction, macroeconomic trends, and investment strategies. Credible pitches include institutional investors, asset-management leaders, macro specialists, and fintech executives with substantive market expertise; booking difficulty is medium because the show regularly features established industry professionals, including sponsored guests.

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

Booking Intelligence

Booking Requirements

medium

Typical Credentials:

Senior investment professionals, portfolio managers, chief investment officers, asset-management founders, international market specialists, and executives with demonstrated expertise in portfolio construction, macroeconomics, investment products, or financial technology.

Required Achievements:

Leading an investment firm or major investment function, Founding or managing an asset-management business, Developing recognized investment strategies or financial products, Bringing decades of experience in global, macro, quantitative, or portfolio research

Recent Guest Discussions

Jeremy Schwartz - Growth Versus Value, International Diversification, Currency Hedging, Emerging Markets, Japan And Europe, Shareholder Yield, And Multi-asset Investing.

Herv Van Caloen - Global Diversification, International Equities, Structural Reforms, Japan’s Semiconductor Strategy, European Markets, Emerging Markets, Latin America, And Currency Risk.

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

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

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

Recent Topics

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

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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