Michael Gayed: Liquidity Now Trumps Fundamentals?

Andrew Brill welcomes Michael Gayed to explain why liquidity has overtaken traditional fundamentals as the primary driver of market performance. Michael, Portfolio Manager at Tidal Financial Group and Publisher of The Lead-Lag Report, highlights the misaligned incentives that keep liquidity flowing and distort market pricing alongside the Federal Reserve’s controversial role in these dynamics. He also discusses China’s surprising stock market recovery, sectors he’s bullish on, the breakdown of traditional economic indicators post-COVID, and what this all means for investors. Few.

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Chapters:

01:58 - Economic Outlook: A Bifurcated Market

03:49 - Traditional Indicators: No Longer Reliable?

07:27 - The Fed’s Rate Cut: Did They Jump the Gun?

11:35 - China’s Stock Market Surge and Future Potential

13:53 - The Impact of China’s Recovery on Commodities, Inflation & USD

18:01 - Is a Recession on the Horizon?

19:31 - US Debt Concerns: What’s The Real Crisis Point?

21:58 - Bonds and the Fed’s Influence on the Market

24:10 - Is AI Still a Big Market Driver?

25:45 - Sector Opportunities: Energy, Healthcare, and Utilities

31:01 - Michael’s Barbell Investing Strategy

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