Investment Manager Podcast

Michael Gayed - Tidal Financial - The Failure of the Flight to Safety trade


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My guest on today’s show is Michael Gayed.

Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.

For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.

Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.

Join me as we discuss

  • The value of a ‘risk on/risk off’ approach
  • Why 2022 has been history making,
  • And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.
  • ...more
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    Investment Manager PodcastBy Anthony Walters