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Podcast: Investing Experts
Episode: Michael Gayed on credit event phases and the Fed's unprecedented moves
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 MarketACWI: Lowered U.S. Exposure Finally A PlusWe May Be In A Crash, And Here's WhySmall-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can TooSubscribe to Michael Gayed's The Lead-Lag Report<...