Michael Gayed on credit event phases and the Fed's unprecedented moves
How should investors be thinking about this volatile market? Michael Gayed on credit event phases and the Fed's unprecedented moves (2:00). Longer-term concerns around U.S. debt trajectory (7:30). AI mania disconnects and inter-market dynamics (9:30) Growth value discussion, looking internationally (18:00) Oil, gold and bitcoin (19:30).Show Notes:Why Michael Gayed Thinks We're Still In A Bear MarketACWI: Lowered U.S. Exposure Finally A PlusWe May Be In A Crash, And Here's WhySmall-Caps Broke October 2022 Lows - The S&P 500 And NASDAQ Can TooSubscribe to Michael Gayed's The Lead-Lag ReportEpisode transcriptsFor full access to analyst ratings, stock quant scores as well as dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions