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Michael Gayed on credit event phases and the Fed's unprecedented moves
About this Episode
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
No transcript available for this episode.
