Markets, media and distribution. Perspectives from Lead-Lag.
Read market research, hear from financial professionals, and find practical perspectives on advisor marketing and fund distribution. Choose a publication or browse the article archive.
Research and financial media
The Lead-Lag Report
Independent macro commentary and intermarket research from Michael A. Gayed, CFA. Visit the publication for articles and subscription options.
Lead-Lag Live
Podcasts and live conversations with fund managers, market analysts and other financial professionals, hosted by Michael A. Gayed, CFA. Listen to the episode archive.
Advisor Brief
Financial-services briefings for advisors. Contact our team about receiving the brief and exploring the advisor network.
@leadlagreport on X
Market commentary and updates from Michael A. Gayed on the @leadlagreport account.
Free Markets Report
A publication covering deregulation, rule changes and their potential implications for businesses and markets.
Media appearances
Guest appearances on CNBC, Fox Business and Bloomberg’s At The Money podcast, plus quotations in The Wall Street Journal and Reuters. See the linked examples on the About page.
Financial advisor marketing and fund distribution insights.
Browse the Advisor Brief and Asset Gathering Brief alongside articles on advisor targeting, AI-assisted marketing, fund distribution and practical tools.
Asset Gathering Brief — September 29, 2026
The Asset Gathering Brief
Read the article →Lead-Lag Advisor Brief — September 29, 2026
The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 28, 2026 — Active ETFs at record $2.72T. Closures a
Active ETFs at record $2.72T. Closures accelerating.
Read the article →Lead-Lag Advisor Brief — September 28, 2026
S&P at 7,743, VIX at 16.40 | The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 25, 2026 — Distribution is becoming the product edg
Distribution is becoming the product edge
Read the article →Lead-Lag Advisor Brief — September 25, 2026
The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 21, 2026 — Distribution infrastructure is becoming
Distribution infrastructure is becoming the edge
Read the article →Lead-Lag Advisor Brief — September 21, 2026
S&P at 7,650, VIX at 14.89 | The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 17, 2026 — Bond flows lead as ETF distribution gets
Bond flows lead as ETF distribution gets more selective
Read the article →Lead-Lag Advisor Brief — September 17, 2026
S&P at 7,552, VIX at 15.99 | The Lead-Lag Advisor Brief
Read the article →Asset Gathering Brief — September 16, 2026 — ETF Scale Is Rising, But Distribution Is More Selective
ETF scale is rising, but distribution is more selective
Read the article →Lead-Lag Advisor Brief — September 16, 2026
The Lead-Lag Advisor Brief — September 16, 2026
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