'Aggressive Sell-Off' Here; Did Japan Just 'Break' U.S. Financial System? | Michael Gayed

54,668
0
Published 2024-07-19
Sign up for an IRA with iTrust today using this link: itrust.capital/David

Michael Gayed, Portfolio Manager of Tidal Financial Group, discusses the "suspected" Bank Of Japan intervention last week and the subsequent U.S. stock markets correction this week.

Watch Michael's last interview with me:    • Will NVIDIA 'Take Down Entire Market'...  

*This video was recorded on July 18, 2024

Subscribe to my free newsletter: davidlinreport.substack.com/
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-repo…

FOLLOW MICHAEL GAYED:
Lead-Lag Report: theleadlag.report/tdlr
Twitter (@leadlagreport): twitter.com/leadlagreport
YouTube channel:    / @leadlagreport  

FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): www.instagram.com/davidlin_tv/

For business inquiries, reach me at [email protected]

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro
1:00 - Yen Carry Trade
7:34 - Small caps stocks
12:45 - Lumber/gold
14:16 - Non-tech sectors
18:55 - Bonds outlook
22:30 - Tariffs and inflation
24:00 - Taxes and markets
25:44 - Debt maturing
26:50 - Market outlook overview

#economy #investing #stocks

All Comments (21)
  • @seven7thirteen
    Gayed, Alf, Van Metre, Snider etc all have two things in common: Got destroyed Long Bonds for the past four years and they all shill useless snake oil to fund their losses. Thanks for being on the other side of the trade, it's been an absolute pleasure.
  • @HajnalBeck
    Thanks Mate, the sad truth is that no one has a clue, we all react to what happens as it happens and try to analyse it but can’t predict an iota of what is going to unfold in the markets… content creators are like amplifiers, when times are good they affirm it and try to tell you why it’s good and that it’s looking bullish but then all of a sudden the market turns bearish and everyone affirms it again and try to analyse why… it’s so sad that many are so powerless and it's not about guessing the market's next move; it's about playing it smart and steady during trading...managed to grow a nest egg of around 2.3Bitcoin to a decent 19Bitcoin in the space of a few months... I'm especially grateful to Sandy Barclays, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.
  • @walterblake1
    I would listen to this man.. he's been wrong on every call for 2 years straight
  • From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.
  • Very insightful on the carry trade and reverse carry trade. Logic checks out. One can also deduce that tariffs are economically destructive using logic. When government prevents or increases the cost of transactions that would otherwise take place, both participants in that trade are economically worse off, even if some domestic producers gain business they wouldn't have gained in a free market. What is needed is deregulation and an end to taxation so domestic producers can compete globally without the subsidy of a tariff.
  • Each time he mentions JOJO, you should bring up its all time performance chart, just to put things into perspective for the listeners.
  • @JamesBlazen
    Gayed has a tarnished reputation because he's been wrong for so long. Time to get fresh perspectives. I'd suggest Stanley Drunkenmiller, Jeremy Grantham, Leon Cooperman and Jeffrey Gundlach.
  • @nittansood8859
    Oh gawd not Mr Doomsday that never gets any calls right… again.
  • @Stuey-007
    I turn off as soon as the discussion and prediction of interest rates is mentioned….. Not one person has been even close to getting interest rates right..!Not one!!! A confused Fed has you confused!!!!
  • @thenomind
    This guy and Beareth Solongay 😅 they will finally get it right someday , but everyone is missing out on the pump.
  • @sarchmaster5779
    David's real reason for running this channel must be to pay for his hair stylist. Looking sharp as always!
  • @mikedevere
    This thesis- that hedge funds have been long mag5 and short Russel using jpy to finance and suddenly needed to unwind makes perfect sense.
  • Thank you gentlemen, I learned some new ideas again. Last week I was a bit suspicious about this supposedly extremely well timed and orchestrated rotation. Thanks for explaining.
  • @wagashimanju
    RORO Inception -13%, 1yr Flat, YTD -1% Volume 565 shares. Expense Ratio 1.1% to literally manage an ETF with two holdings. JOJO Inception -29%, 1yr -5%, YTD -6% Didn't trade a single share today LoL. Expense Ratio 1%. That's for him to buy 2 ETFs for you. I finally understand why he says "few".
  • @PaulbylPaulbyl
    Gayed is spot on with his views on the yen 👍 And I agree that the fluctuations in big tech, large caps, and small caps are all interconnected. The comments about Gayed's appearance are laughable. I did not know of Gayed until this video. He looks perfectly healthy. If he has lost weight, good for him!