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Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Lead-Lag Live

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The Importance of Honesty in Investing

"I get a lot of stuff wrong. I'm going to my base ripped off in the second half of last year," he says. "Just be humble about it and try to do the best you can with the tools that you have" The hyper-financialized U.S. economy is creating risk taking ability for everyone, including non-bank financial sector which dominates residential lending. We're definitely seeing markets respond to positive equity performance or more risk taking ability.

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