China's Contrarian Trade Is Finally Working — Here's Why | KWEB

In this Lead-Lag Live episode, Michael A. Gayed, CFA, explores the market forces, portfolio risks, and investment themes behind the conversation. The discussion is built for investors, financial advisors, portfolio managers, and market observers looking for clearer frameworks around macro, ETFs, asset allocation, risk management, and market structure.

Listen for practical takeaways on how today’s market narratives connect to portfolio positioning, risk-on/risk-off behavior, and the decisions investors face in real time.

Subscribe to Lead-Lag Live on your preferred podcast app and follow @leadlagmedia on X for upcoming live discussions.

Host: Michael A. Gayed, CFADisclaimer: This podcast is for educational purposes only and does not constitute investment advice.

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