All Episodes
The Pain Trade Podcast — 973 episodes · page 1 of 10
Jeremy Schwartz, WisdomTree CIO: Growth vs Value, Home Bias & the Next 20 Years
Where the Next Decade of Alpha Lives Outside the US | Hervé Van Caloen, Mercator Investment Management
Smart Beta Meets China: Building Better Factor Exposure | Jason Hsu, Fujia Liu & Tony Yang
The Rate-Cut Divergence Nobody's Pricing In | Live Sector Scans with TrendSpider Sidekick
Alex Shahidi: Commodity Producers, Inflation & the RPAR/UPAR Case | Lead-Lag Live
Alex Shahidi: Gold, Risk Parity & Why 60/40 Is Broken | Lead-Lag Live
Jay Hatfield, InfraCap: Preferreds, MLPs & Small-Cap Setup H2 2026
Jay Hatfield: S&P 9,000, CPI Negative, Three Rate Cuts (PFFA, AMZA, QVOL) | Lead-Lag Live
Daniel Santiago (State Street): Sector ETFs, S&P Concentration, and Reading the Cycle
Lead-Lag Live: Ross Atefi, Yatra Wealth Design
Matt Tuttle, Tuttle Capital — Single-Stock Leveraged ETFs & The Active ETF Boom
Will Rhind, GraniteShares — Leveraged Single-Stock ETFs & Autocallable Strategies
Jay Hatfield, InfraCap — Income, Infrastructure & Covered Call Strategies
Phil Wool, Rayliant — Active EM Investing & Factor Strategies
Lead-Lag Live | Christopher Gannatti, WisdomTree — The Quantum Computing Investment Case | WQTM ETF
China's Contrarian Trade Is Finally Working — Here's Why | KWEB
Real Assets Are Back: How to Own Broad Commodities in 2026 | DBC
The Oil Math Wall Street Refuses to Run | Joe Dube, USCF
Oil's Setup for 2026: OPEC+, SPR, and the Trade Wall Street Missed
Humanoid Robots Hit Mass Production in 2026 — Here's the ETF Play
Venezuela's Hidden Crisis Is a Warning for U.S. Investors
Chinese Internet Is the Cheapest It's Been in a Decade | KWEB
How to Engineer 10%+ Yield When Bonds Are Failing | Jay Hatfield
KWEB's Q1 Setup: The Bull Case Wall Street Refuses to Run
AI's Hidden Risk: When Every Quant Owns the Same Stocks | Kai Wu
The AI Adoption Phase Just Started — And Nobody Is Positioned
Stagflation Is Back: How Risk Parity Actually Works in 2026
Why Boring Mid-Caps Beat the Magnificent 7 | Seth Cogswell, RUNN
The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next | Lead-Lag Live
The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire | The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire on Lead-Lag Live
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns | Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns on Lead-Lag Live
The Rise of the Machines: Humanoids, AI, and the New Global Arms Race | The Rise of the Machines: Humanoids, AI, and the New Global Arms Race on Lead-Lag Live
Lead-Lag Live: Luke Oliver, KraneShares — KMLM Managed Futures | KMLM Managed Futures on Lead-Lag Live
Lead-Lag Live: Brendan Ahern, KraneShares — KSPY & China | KSPY & China on Lead-Lag Live
Lead-Lag Live: Alex Shahidi, Evoke Advisors — RPAR Risk Parity ETF | RPAR Risk Parity ETF on Lead-Lag Live
This ETF Lets You Buy SpaceX and Anthropic Right Now
Physical AI Is a $40 Trillion Market — S&P Top 10 Already 40% Concentrated
Shiller CAPE at 2000 Bubble Levels — Households 30% Over-Allocated to Stocks
Oil Hits $140, Fed Is Trapped — Infrastructure Capital Still Sees April Rally
The Old Rules of Portfolio Construction Are Dead — New Playbook for RIAs in 2026
Consistently Not Stupid: The Investing Mistakes That Actually Kill Returns | Seth Cogswell
Anthropic IPO, Claude & the AI Unemployment Wave Nobody’s Talking About | Derek Yan
The 60/40 Portfolio Is DEAD — Here's What Replaces It | Alex Shahidi
The Great AI Unwind — Which Companies Survive the Adoption Phase? | Kai Wu
China Internet Stocks Down 10% — Buying Opportunity or Warning Sign? | Henry Greene
Anthropic & SpaceX In ONE ETF — How Retail Investors Access Private AI | Derek Yan
Oil Hits $100 — Which Asian Economies Survive the Hormuz Crisis? | Brendan Ahern
Humanoid Robots Will Replace Millions of Workers — Are You Invested? | Derek Yan
Consistently Not Stupid: Why Boring Compounders Win When Chaos Reigns
The 60/40 Portfolio Is Dead: Risk Parity in a World on Fire
He Beat Stage 3 Cancer — Then Fought in the Ring | Aram Babikian
The Great Unwind: Capital Cycles, Concentration Risk, and What Comes Next
The Hidden Asset Class Beating Stocks? Carbon Credits Explained
We Interviewed a $13,500 Humanoid Robot About Its Own ETF | KOID with Joe Dube, KraneShares
Oil Could Hit $150: John Love on the Strait of Hormuz Crisis, Iran War & Energy Shocks
Oil Could Hit 150 - John Love on the Strait of Hormuz Crisis
Europe’s Rebirth: Herve Van Caloen on Germany’s Military & Tech Shift
Dollar Decline vs Market Concentration: Henry Greene on Emerging Markets Tech & the Next AI Winners
Embodied AI in Action: Derek Yan on Humanoid Robotics, KOID ETF & the Physical AI Shift
The AI Trade Is Global: Derek Yan on Dollar Weakness, EM Tech, and Hidden Concentration Risk
Truth Is the Battleground: Peter Todd on Ukraine, Information Warfare, and the Epstein Files
The AI Trade Is Shifting: Adoption, Infrastructure Risk, and Hidden Concentration in the S&P 500
Rotation vs Concentration: Michael Germano on Cyclicals, Commodities, and the AI Risk Trade
Hype vs Deployment: Derek Yan on Humanoid Robotics, KOID ETF, and the Global AI Arms Race
Playing Offense With Wealth: Grant Cardone on Bitcoin, Real Estate, and Conviction
Markets, Rates & ETF Innovation | A Conversation with GraniteShares
3 Rate Cuts, Small Caps Surge & 9% Income? | Jay Hatfield's 2025 Market Outlook
Trust Is Gone: Ted Oakley on Inflation, Fed Failure, and Why Energy Looks Undervalued
Leverage Without Speculation: David Dziekanski on Return Stacking, Income ETFs, and Portfolio Risk
Commodities Are Back: John Love on Energy Shocks, Precious Metals, and the New Risk Premium
Diversification Is Misunderstood: Alex Shahidi on Inflation Risk, Portfolio Balance, and Investing Into 2026
Discipline vs Mania: Seth Cogswell on 1999 Parallels, AI Excess, and Why Risk Is Being Ignored
Equity Isn’t Ownership: Kaitlyn Walsh on Stock Options, Tax Traps, and the Mistakes Employees Regret
Inside Xtrackers XAIX: Why Most AI ETFs Get It Wrong and How XAIX Does It Better
Global Rotation Underway: Hervé Van Caloen on Japan’s Revival, Semiconductors, and Defense Spending
Why Power Is the Real Bottleneck in AI, Drones & Telecom | KULR CEO
The Bailout Economy: Luke Lloyd on AI, Liquidity, and Why Retirement Thinking Is Broken
How Geopolitics and National Security Are Changing Tech Investing
Research & Selectivity: Davis Advisors Market Outlook & Active ETFs
Fixed & Equity Income Strategies for 2026 | Rates, Rotation & Returns
Hype vs Reality: Kai Wu on AI CapEx Risks, Market Concentration, and the Next Phase of AI Investing
After the Rate Cuts: Jay Hatfield on Why Income, Small Caps, and Credit Could Lead Into 2026
Why Buy and Hold Is Failing: Building Portfolios for Volatility, Regime Shifts, and the Next Market Cycle
The Truth About Risk Parity: Alex Shahidi on Building a Real Balanced Portfolio
The AI Brokerage Era: How Automation, Custom Indexing, and Agentic Tools Are Changing Investing
The Advisor Marketing Blind Spot: Mike Barrasso on Intent Data, AI Outreach, and Finding Clients Before They Call
Emerging Markets: Brendan Ahern on Internet Growth and Single Stock ETFs
The New Cash Strategy: How TRSY Helps Investors Navigate Today’s Yield Landscape
Global Food Risk: How Brazil’s New Potash Supply Could Reshape Fertilizer, Commodities, and Agriculture
Weekly Income ETFs Explained: GraniteShares + Top Creators Break Down the New Income Investing Boom
The George Costanza Trade? Options Experts Break Down Smarter Trading Strategies | OptionsAnimal Webinar
Michael Burry’s Warning, AI Math Reality, and the Hollowing Out of “Core”
Regime Shift Ahead: Alex Shahidi on Inflation Risk, True Diversification, and Building Resilient Portfolios
Greed to Fear: Jay Hatfield on Post-Earnings Volatility, Tech Rotation, and the Case for Income
Europe & Japan Are Back: Aram Babikian on HDEF, DBEF & the 2026 International Bull Case
Unlimited Portable Energy with COR #WorksportLtd
Humanoid Robots Are Coming: Investing in the KOID Opportunity
China Q3 Update & the KLIP Covered Call Strategy with Henry Greene From KraneShares
The Clean Power Shift: Steven Rossi on Solis, COR, and Why Worksport Is Building the Future of Portable Energy
Fantasy vs Fundamentals: Emerging Markets, Global Tech, & the Return of EM Leadership