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Michael Gayed: ‘This Is the Crash Setup No One’s Ready For’ | Japan’s Bond Crisis & Market Risk
Season 2
Michael Gayed, CFA — portfolio manager and publisher of The Lead-Lag Report — provides a bold warning: conditions for a crash are building fast, and most investors are ignoring the signals.In this wide-ranging episode, we discuss:Why Japan’s bond market is a global threatHow the carry trade could trigger a margin call cascadeThe myth of stagflation in a debt-ridden worldWhat deregulation could mean for small-cap outperformanceWhy gold may sell off first in a crash… and why that’s a buying opportunity
Published on 7 months ago