Michael Gayed on credit event phases and the Fed's unprecedented moves
Nov 13, 2023•31 min
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Episode description
How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).
Show Notes:
Why Michael Gayed Thinks We're Still In A Bear Market
ACWI: Lowered U.S. Exposure Finally A Plus
We May Be In A Crash, And Here's Why
Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too
Subscribe to Michael Gayed's The Lead-Lag Report
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Show Notes:
Why Michael Gayed Thinks We're Still In A Bear Market
ACWI: Lowered U.S. Exposure Finally A Plus
We May Be In A Crash, And Here's Why
Small-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can Too
Subscribe to Michael Gayed's The Lead-Lag Report
Episode transcripts
For full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
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