Intro

This chapter explores a speaker's journey in finance, shaped by their father's legacy as a broker and author. Through personal stories of grief and challenges after the 2008 financial crisis, it emphasizes the importance of perseverance in the face of adversity in the investment landscape.

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Episode notes

Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed.

IN THIS EPISODE, YOU’LL LEARN:

21:41 - When to use leverage and when not to.
24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator.
28:31 - How a highly active tactical rotation approach can beat the market.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Lead Lag's Report Website.
Michael Gayed's Twitter.
Trey Lockerbie's Twitter.
Read the 9 Key Steps to Effective Personal Financial Management.

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