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Protecting Your Portfolio: David Hay and Michael Gayed Discuss Strategies Amid Quantitative Easing

Lead-Lag Live

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Introduction

Michael Gayed: I was convinced we were going to get a lot of inflation and therefore I wanted to be short maturities for our clients. He says the key decision he made early on was that interest rates were going to come down. "I actually started investing in the stock market in the early 70s when my friends were buying drug stocks"

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