

GM25: A realtime account of going through "hell" in the markets ft. Michael Gayed
Oct 5, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
Is There No Legends, Only Cycles?
02:28 • 4min
How to Create a Systematic Strategy That Worked and What Didn't?
06:06 • 4min
Trend Following Is Attractive in the Long Term
09:44 • 2min
The Trend Following Approach Is Not Based on Path Versus Prediction
11:47 • 2min
Using the S&P VIX as a Trend
13:37 • 4min
Do You Think Treasuries Will Rally?
17:22 • 3min
Will the Dynamic Return Work?
20:06 • 3min
Are Treasuries Riskier Than Everything Else?
23:23 • 2min
What Do You Find in Lumber Instead of Copper?
25:28 • 3min
What's Happening in the Bond Market?
28:30 • 2min
Is the Fed Controlling the Long End of the Yield Curve?
30:11 • 2min
Is the QE3 Cycle Really Breaking Down?
31:53 • 3min
Is the Fed Overdoing QE3?
34:35 • 2min
Is the Fed Trying to Control the Long End of the Yield Curve?
36:59 • 3min
The Only Way Out Is Hyperinflation Defaulting to the Fed
39:35 • 2min
Is There a Supply Chain Disruption of Inflation?
42:03 • 3min
Is There a Better Time to Allocate to ETFs?
44:39 • 4min
The Big Short in Investing
48:49 • 2min
The Work Ethic Is Crucial
50:45 • 3min
The Best Way to Avoid a Drawdown Is After One's Already Taken Place
53:38 • 2min
Is There Anything You Want to Add to the Audience?
55:47 • 2min
Top Traders Unplugged - Michael and Harry's Podcast
58:08 • 2min