We Study Billionaires - The Investor’s Podcast Network

TIP390: Quantitative Investing Tactics w/ Michael Gayed

Oct 24, 2021

Trey Lockerbie chats with Michael Gayed, a Portfolio Manager at Toroso Asset Management and award-winning author of the Lead Lag Report. They dive into fascinating quantitative investing tactics, discussing when to appropriately use leverage and its relationship with market volatility. Gayed highlights the intriguing correlation between gold and lumber as market indicators. He also shares insights on employing a tactical rotation strategy to potentially outperform the market, emphasizing the importance of data-driven decisions.

57:35

Episode guests

Michael A. Gayed

AI Chapters

Episode notes

Intro

4min

Investing Against the Grain

13min

Simplicity in Trading Strategies: Avoiding Complexity

5min

Understanding Leverage and Volatility in Investing

3min

Navigating Market Dynamics: Lumber, Gold, and Utilities

23min

Understanding Mean Reversion and Diversifying with Gold

5min

Navigating Investment Strategies: Mutual Funds vs. ETFs

8min

Exploring Simplicity in Quantitative Investing

2min

Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed.

IN THIS EPISODE, YOU’LL LEARN:

21:41 - When to use leverage and when not to.
24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator.
28:31 - How a highly active tactical rotation approach can beat the market.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Lead Lag's Report Website.
Michael Gayed's Twitter.
Trey Lockerbie's Twitter.
Read the 9 Key Steps to Effective Personal Financial Management.

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