Real Vision: Finance & Investing

The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs

Dec 4, 2022
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Episode notes
1
Introduction
00:00 • 5min
2
Risk Parity Funds
04:38 • 4min
3
The Fed Gives It From the Fed, Take It Away to Some Degree
08:29 • 3min
4
Emerging Markets
11:46 • 3min
5
Small Caps, It's Trickier, Right?
15:14 • 3min
6
Is the Bear Market Over or the Dynamic Different?
17:45 • 2min
7
Are You Keeping Your Capital in One Piece?
20:01 • 2min
8
RG Debt Is Getting Cheaper, Right?
21:36 • 2min
9
The Wacky Hypothesis
23:44 • 3min
10
Argentinian Assets Are Now Precisely Cheap
26:39 • 5min
11
The Fed Needs to Pivot Because It Will Work
31:22 • 5min
12
The Future Is Already Here
36:12 • 5min
13
The Fed Is the Proverbial Guy Who Has a Hammer
40:49 • 2min
14
The Next Big Trade - What's Next?
42:28 • 2min