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Global Liquidity & Market Direction: Exclusive Michael Kramer Interview with Michael Gayed

Lead-Lag Live

00:00

The Importance of Evaluating Sectors

Are there certain sectors or industries that you're focusing in on more? I mean, if we are going to have another pullback or correction, whatever it is, are there some areas that look more attractive to on a relative basis? Yeah. So I try to keep things fairly basic. I try to invest in things that I can not touch, but so to speak, I use. And then I'm very familiar with. Right now he's looking at things like cybersecurity, a Powell Hotel networks and data providers such as S&P Global.

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