• Michael Gayed - Tidal Financial - The Failure of the Flight to Safety trade

  • 2023/02/06
  • 再生時間： 39 分
  • ポッドキャスト

Michael Gayed - Tidal Financial - The Failure of the Flight to Safety trade

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  • サマリー

  • My guest on today’s show is Michael Gayed.

    Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.

    For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.

    Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.

    Join me as we discuss

    • The value of a ‘risk on/risk off’ approach
    • Why 2022 has been history making,
    • And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.
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あらすじ・解説

My guest on today’s show is Michael Gayed.

Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.

For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.

Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.

Join me as we discuss

  • The value of a ‘risk on/risk off’ approach
  • Why 2022 has been history making,
  • And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.
続きを読む 一部表示

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