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Lead-Lag LiveAuthor: Michael A. Gayed, CFA
Lead-Lag Live is your front-row seat to unscripted, real-time conversations with the sharpest minds in finance, economics, and investing.Hosted by Michael A. Gayed, CFA publisher of The Lead-Lag Report and a widely followed voice on macro strategy each episode features candid discussions with top portfolio managers, economists, ETF strategists, best-selling authors, and market practitioners. No scripts. No teleprompters. Just raw insight from people who move markets.Every week, we go deep on the themes that matter most: macro trends, interest rates and Fed policy, equity and bond markets, ETF strategies, geopolitical risk, asset allocation, commodities, currencies, and the interplay between risk-on and risk-off positioning.Whether you manage billions or are just getting started, Lead-Lag Live delivers actionable analysis and frameworks you can use not surface-level market commentary.Originally broadcast live on X Spaces, every conversation is available here as a full-length podcast so you never miss a discussion.Subscribe now and follow @leadlagmedia on X for upcoming live events. Language: en-us Genres: Business, Education, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
Monday, 20 July, 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 allocators toward smarter weighting schemes - How core-satellite portfolio construction applies to global and emerging-market allocations - Why China's AI buildout looks structurally different than the U.S. AI investment stack - How dispersion across sectors shapes opportunity in Chinese equities - Where nuclear and energy trends fit into the broader China thematic picture PANELISTS Michael A. Gayed, CFA -- Publisher, The Lead-Lag Report; Founder, Lead-Lag Media Jason Hsu -- Founder, Rayliant Global Advisors Fujia Liu -- SVP, Global Capital Division, China Asset Management (ChinaAMC) Tony Yang -- VP, Global Capital Division, China Asset Management (ChinaAMC) Watch on YouTube: https://www.youtube.com/watch?v=-BF3xlgJTf8 DISCLOSURE This webinar was sponsored by Rayliant Global Advisors. Michael A. Gayed, CFA and Lead-Lag Media LLC received compensation from Rayliant for coordinating and hosting this program. Commentary from the ChinaAMC (CAMC) participants in this program is limited to broad, thematic market perspective and does not constitute a discussion or recommendation of any specific investment product. Nothing in this program is investment advice or a solicitation to buy or sell any security. All views expressed are those of the participants at the time of recording. Please consult your own financial advisor before making any investment decision. Past performance does not guarantee future results. The content in this program is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. All investments involve risks, including possible loss of principal. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show
