Recorded - 30/08/2022

On todays episode of the WTFinance podcast I had the opportunity to speak with Michael Gayed, Portfolio manager at Toroso Investments and Publisher of  @The Lead-Lag Report . 

During the interview we talked about what is happening in the markets, why markets are acting different this time, whether we could see a housing crash and why it may be a good idea to break the market. 

I hope you enjoy!

0:00 - Introduction
0:43 - Michael’s opinion on what is happening in the markets
2:27 - Going mad following the markets daily
3:30 - Opinions of what is happening and data to support it?
7:03 - Going back to traditional trends
9:25 - Are we at a late state credit scenario?
10:50 - Lumber and could refinancing in housing markets be effected?
13:26 - Sometimes it is the best idea to collapse an asset class
14:36 - What would need to happen to go risk on?
16:28 - Why have we seen the disconnect from trends and does it matter?
21:40 - Why central banks don’t have an impact on bonds
22:22 - Any positives in the market?
24:40 - Which topics were most enlightening from Lead-Lag Report Podcast?
26:33 - Any other niche’s peaking Michael’s interests?
27:50 - One message from the interview and Michael’s work?

Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements.

Michael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.

Michael Gayed - 

Website - https://www.leadlagreport.com/
Twitter - https://twitter.com/leadlagreport
LinkedIn - https://www.linkedin.com/in/michael-a-gayed-cfa/
Instagram - https://www.instagram.com/leadlagreport/

WTFinance -

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