#945 - Consolidation or Something More? With Michael Gayed

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 3 January 2024

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Michael Gayed, portfolio manager at Tidal Financial Group and publisher of The Lead-Lag Report, joins Maggie Lake to discuss whether the current pullback is a defensive rotation, what he expects from here, and examine why small caps hold the key. On June 5-6, 2024, join over 5,000 attendees at the largest AI event in Asia at SuperAI Singapore. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage to explore the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for the week of June 3-9, with over 150 side events that will make for unparalleled networking opportunities. Visit http://www.realvision.com/superai for 20% off tickets using the code ‘REALVISION.’ Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, on the 5th and 6th of June 2024, I'll be speaking at the largest AI events in Asia,
0:06.7	Super AI in Singapore, and the iconic Marina Bay Sands. Alongside, alongside brilliant minds like Edward Snowden, Benedict Devon and
0:15.4	Balaji Shrinovasan, I'll be on a stage exploring the extraordinary potential of AI and
0:21.2	the profound change it represents not just for financial markets but also for the world as we know it.
0:27.6	With over 5,000 attendees and over 150 side events Singapore will become a vibrant hub for a full week from the 3rd and 9th of June.
0:37.0	Visit super AI.com to register and join me with 20% off ticketstickets using the code Real Vision.
0:44.1	Use the link in the description and I'll see you there.
0:47.2	It's going to be incredible. Thank you. Welcome to the Real Vision Daily Briefing with me today is Michael Guyad,
1:03.7	portfolio manager at Title Financial Group and publisher of the lead lag report.
1:08.6	Hi Michael, it's great to see you.
1:10.4	Happy New Year to everybody but the Bulls apparently.
1:14.0	Exactly.
1:15.0	That is what the theme has been so far in this first trading week of the year.
1:20.0	It's another rough session for U.S. stocks.
1:22.0	Nasdek, we're just settling, but it looks like the Nasdaq's
1:25.0	going to be down over 1%.
1:27.1	The big loser of the day, though,
1:28.7	and these losses really accelerated here
1:31.0	in the last half hour is the Russell down 2.5% we saw the 10 year
1:35.7	yields creep up above 4% briefly it's back down there again but the dollar moved
1:41.6	higher as you as you look across the action
1:44.2	Michael what do you make of the markets right now what's your read on what's
	...

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