Author Page for Michael Gayed :: SSRN

Contents:

• WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET
• MICHAEL GAYED IS GROWG FAMO ON WALL STREET FOR HIS VIEWS ON THE POWER OF LUMBER PRIC. HE TOLD WHY THEY MIGHT STILL HAVE MUCH FURTHER TO FALL — AND WHY 'S A WARNG SIGN FOR MUCH MORE THAN THE HOG MARKET.
• MICHAEL GAYED
• MICHAEL GAYED
• PORTFOL MANAGEMENT AND ANALYSIS WH MICHAEL GAYED
• MICHAEL GAYED LNCH RORO, A TACTIL ROTATN ETF “WORTH ITS WEIGHT IN GOLD”

WHY MICHAEL GAYED THKS WE'RE STILL IN A BEAR MARKET

Michael Gayed ns The Lead Lag Report and jos to discs the macro picture and what sectors, ETFs and stocks make sense for vtors.

7:20 - The Fed is a follower of the bond market; treasuri will dictate 9:40 - How to classify a bull and bear market 15:20 - Nvidia and gettg perspective on the tech sector 22:40 - Internatnal portfol allotn - what to keep md 30:55 - Gold as the ultimate diversifier Free trial to The Lead-Lag Report Transcript Rena Sherbill: Michael Gayed ns the vtg group The Lead-Lag Report and manag a portfol outsi of Seekg Alpha; on Seekg Alpha, he shar salient analysis wh .

MICHAEL GAYED IS GROWG FAMO ON WALL STREET FOR HIS VIEWS ON THE POWER OF LUMBER PRIC. HE TOLD WHY THEY MIGHT STILL HAVE MUCH FURTHER TO FALL — AND WHY 'S A WARNG SIGN FOR MUCH MORE THAN THE HOG MARKET.

Michael Gayed: Salient is a good word. Michael Gayed of Toroso Invtments is gag fame for toutg lumber as a powerful ditor.

Gayed says craterg lumber pric are one of many warngs about the threat of flatn today. "If is mean reversn, you n't stop at the levels, " fund manager Michael Gayed of Toroso Invtments told Insir durg an exclive terview. "In recent years Gayed, a portfol manager and thor of "The Lead-Lag Report, " has bee an evangelist for the predictive power of lumber.

"Gayed's bt-known fund is the ATAC Rotatn Fund, a hedgg strategy that evaluat the relatnship between Treasury bonds and utili stocks for risk-on or risk-off signals. He's also lnched an exchange-trad fund versn that's up 10% this another bt ceilg challenge loomg, Gayed says today's stock and bond markets look a lot like the markets of mid-2011, when the Standard & Poor's downgrad the cred of the US ernment. Michael Gayed says he’s not tryg to sre anyone, but you wouldn’t know om his latt take.

MICHAEL GAYED

“It is a wild time the markets, ” said Gayed, who also ns the Lead-Lag Report. After havg been bullish near the March bottom, Gayed now says that leadg market ditors uld very well be signallg a “severe llapse” stocks. “It’s often said that bond-market vtors are the smart money and tend to lead the stock market anticipatg enomic activy, ” Gayed explaed.

” Lastly, placency uld bee a ser issue, wh Gayed potg to several factors, cludg the wild recent tradg antics of Robhood trars.

Gayed, CFA's Articl | Seekg Alpha. Gayed is Portfol Manager at Toroso Invtments, an vtment management pany specializg ETF foced rearch, vtment strategi and servic signed for fancial advisors, RIAs, fay offic and vtment managers. Michael Gayed | Wealth Management.

MICHAEL GAYED

Michael Gayed. Gayed, CFA, is chief vtment strategist and -portfol manager at Pensn Partners, LLC., an vtment advisor which manag a mutual fund and separate acunts acrdg to s ATAC (Accelerated Time and Capal) strategi foced on flatn rotatn.

Prr to this role, Gayed served as a portfol manager for a large ternatnal vtment group, tradg long/short vtment ias an effort to pture excs returns. From 2004 to 2008, Gayed was a strategist at AmeriCap Advisers LLC, a registered vtment advisory firm that managed equy portfols for large stutnal clients. Michael Gayed is the Chief Invtment Strategist and Portfol Manager of Pensn Partners, LLC.

PORTFOL MANAGEMENT AND ANALYSIS WH MICHAEL GAYED

Please wele Michael Gayed to the show! Gayed, CFA, Publisher of The Lead-Lag Report (@leadlagreport), each episo div ep to the mds of dtry experts to discs current market trends, vtment strategi, and the global enomic this excg seri, you'll have the rare opportuny to jo Michael A.

MICHAEL GAYED LNCH RORO, A TACTIL ROTATN ETF “WORTH ITS WEIGHT IN GOLD”

Gayed as he nnects wh proment thought lears for ptivatg discsns real-time.

Forced to Fgaly: Charl Hugh Smh's Insightful Take wh Michael Gayed. Make sure you also check Charl’ Substack at this rivetg episo of Lead-Lag Live, renowned thor and mentator Charl Hugh Smh offers his sightful perspective on the current soc-enomic climate an terview wh Michael Gayed.

Michael Gayed, the host of Lead-Lag Live, is an award-wng fancial analyst who is known for his abily to ask tough qutns and dig ep to plex fancial topics.

In this terview, Michael Gayed tak the dience on a journey through the hard reali of the fancial world and our society's loomg enomic vio promis an -pth and excg dialogue between two fancial experts. The discsn between Charl Hugh Smh and Michael Gayed of Lead-Lag Live is sure to leave you thkg eply about the state of our enomy and the necsy of adoptg a more ugal, if a ep dive to fancial reali and tense discsns on forced ugaly make your bra tgle, this vio is jt for you.

In our latt podst, "The Case For A Cred Crisis Builds: Jens Nordvig On Cha Collapsg, " we lve ep to the global fancial landspe, prentg an sightful discsn between two fancial market tans - Jens Nordvig and Michael Gayed.

Interviewed by Michael Gayed of Lead-Lag Live, Nordvig's analysis is prented an easy-to-unrstand format, ensurg that both fance profsnals and enthiastic dividuals n benef om his foright. Wh Gayed's abily to ask pertent qutns, the terview provis a prehensive unrstandg of the volatile enomic we navigate the uncerta tim, be creasgly important to stay rmed and prepared.