About this episode
Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors. (2:50) - Melt-up and crash all in the same year? (7:20) - The Fed is a follower of the bond market; treasuries will dictate (9:40) - How to classify a bull and bear market (15:20) - Nvidia and getting perspective on the tech sector (22:40) - International portfolio allocation - what to keep in mind (30:55) - Gold as the ultimate diversifier Free trial to Michael's Lead-Lag Report Transcripts on Seeking Alpha Show Notes: Unpopular Opinion: The Bear Market Is Not Over GLD: A Stock Market Correction Is Needed For This To Break Out EEM And Emerging Markets: The Greatest Comeback Since Lazarus Is Coming Hidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market Future The Great Debate: Small-Cap Melt-Up Or Large-Cap Crash? How Nvidia And Microsoft Stocks Correct QQQ: It's Time For The Nasdaq To Punish Recency Bias