Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.

• (2:50) - Melt-up and crash all in the same year?
• (7:20) - The Fed is a follower of the bond market; treasuries will dictate
• (9:40) - How to classify a bull and bear market
• (15:20) - Nvidia and getting perspective on the tech sector
• (22:40) - International portfolio allocation - what to keep in mind
• (30:55) - Gold as the ultimate diversifier

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Transcripts on Seeking Alpha

Show Notes:
Unpopular Opinion: The Bear Market Is Not Over
GLD: A Stock Market Correction Is Needed For This To Break Out
EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming
Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future
The Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?
How Nvidia And Microsoft Stocks Correct
QQQ: It's Time For The Nasdaq To Punish Recency Bias