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COMMODITIES, ETFs

Michael Gayed

Editor,

The Lead-Lag Report

  • Portfolio Manager at Toroso Asset Management
  • Award Winning Author
  • Publisher of The Lead-Lag Report

About Michael

Michael A. Gayed is a portfolio manager and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in finance and management from NYU Stern School of Business and is a CFA charterholder. Mr. Gayed is the publisher of The Lead-Lag Report, focused on helping investors outperform in all market conditions. It offers a tactical, data-driven approach to investing to achieve long-term success even in the face of uncertainty. With increasing market volatility, it's essential to understand risk-on/risk-off signals, seize high-yield opportunities, and leverage award-winning research to maximize returns. 


Michael's Articles

For years, regulation has acted as a drag on the economy. While it’s designed to protect consumers, stabilize markets, and reduce systemic risk, it can also slow innovation, make it more difficult to bring new products to market, and result in millions of dollars of extra expense. That’s why, with three other partners, I’ve brought The Free Markets ETF (FMKT) to market, says Michael Gayed, editor of The Lead-Lag Report.
The trade relationship with China is the one thing that the markets had considered a primary risk for triggering a recession. The 90-day pause isn’t necessarily a long-term solution. But in terms of purely a financial market reaction, it could be the catalyst for a short-term run for risk assets, and one of my risk-on signals triggered, advises Michael Gayed, editor of The Lead-Lag Report.
One of my more successful warnings to investors and subscribers over the past couple years has been the reverse yen carry trade. Now, it’s happening again – and impacting the S&P 500 (SPX), writes Michael Gayed, editor of The Lead-Lag Report.
Inflation risk is beginning to become a bigger theme and the markets have been reacting accordingly. Meanwhile, my “lumber/gold” signal flipped to risk-off for the first time since November, notes Michael Gayed, editor of The Lead-Lag Report.

Michael's Videos

It's a new year, but investors still face many of the same old problems. A Federal Reserve that's hiking interest rates. An economy that's weakening. And a market that doesn't know which way to turn. Join Michael Gayed, portfolio manager at Toroso Investments, and Mike Larson, editor-in-chief at MoneyShow, for this lively discussion on what's coming next—and how you can capitalize.