Michael Gayed - Navigating The Macro Mess, A Potential Depression & Energy Price Shocks

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This week I have the pleasure of discussing markets with Michael Gayed, an award-winning investment manager and the publisher of the Lead-Lag Report. The only investment report you need to maximise returns in volatile markets.

Michael runs two ETFs, the Risk on / Risk off ETF ($RORO) and Junk on / Junk off ETF ($JOJO). In addition, he’s also a portfolio manager of the ATAC Rotation Mutual Fund.

In this interview, we discuss the macro mess we’re in today, the implications of US federal debt at 125% of GDP, a potential US property crisis, and potential hyperinflation if China invades Taiwan.

leadlagreport.com

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Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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