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Is FOMO More Powerful than the Fed? Michael Gayed @leadlagreport Interview
Manage episode 383681197 series 3415392
Konten disediakan oleh David Nelson, CFA, David Nelson, and CFA. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh David Nelson, CFA, David Nelson, and CFA atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Dive into the intricate world of financial markets with this week’s episode of ‘The Money Runner’ hosted by David Nelson. This week’s special guest is Michael Gayed, author of the popular @leadlagreport Whether you’re an advisor, investor, or simply curious about the financial markets, Michael has a wealth of knowledge and observations to share. David and Michael go deep into what is driving markets today and the signals that can prepare you for what lies ahead.
00:00 Worst 10 years of my life
01:09 Michael Gayed Interview
02:39 What everyone wants to know
03:10 When markets crash
04:00 Bear Markets
04:22 High Risk Period
05:25 Sentiment was abysmal
06:26 Past matters more than prediction
08:04 The 60-40 portfolio
09:24 FOMO is more powerful than the Fed
10:59 Markets need a catalyst
11:14 The Credit Cycle
12:14 Higher for Longer
13:23 Where the Black Swan Lives
17:04 Treasury Auctions
19:26 Don't be overly convinced
20:02 Can A.I. save the market
21:07 Marc Andreesen
22:31 Let me push pack
25:44 Traditional bond buyers aren't buying
26:42 Hard Landing
27:22 Rest of the Year
28:38 There is no Santa Claus
30:13 The Election Cycle
34:04 Bearish on Humanity?
36:31 My dad ran a hedge fund
37:28 There are no gurus
38:42 I'm an optimist
39:47 Predicting the weather
40:09 Everyone thinks they can be a PM
43:20 What would make you a bull
45:00 You're supposed to Flip Flop
46:06 What did we leave out?
47:36 I'm right a lot, I'm wrong a lot
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