MI218: Rules Based Investing w/ Michael Gayed
The Intrinsic Value Podcast - The Investor’s Podcast Network
The Investor's Podcast Network
4.6 • 592 Ratings
🗓️ 8 September 2022
⏱️ 51 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:03.0 | Sometimes the best investments are the ones that have done the absolute worst over the last several years, which is basically just a way of thinking about another way of framing buy low, sell high, right? |
| 0:16.6 | On today's episode, I'm joined by Michael Gaiad. |
| 0:20.4 | Michael is the portfolio manager at Toroso |
| 0:22.9 | Asset Management, writer of the Leadleg Report, and author of five award-winning research papers |
| 0:28.9 | on market anomalies and investing. During this episode, I chat with Michael about the benefits |
| 0:34.8 | of investing in ETFs versus stock picking, why all ETFs are not |
| 0:39.1 | created equal, what you should look for when comparing different ETFs, how to invest using |
| 0:44.2 | a risk-on, risk-off framework to improve your returns, what investments perform well during |
| 0:49.6 | highly volatile environments, how to use the utility sector as a leading indicator of stock market volatility, |
| 0:56.3 | and so much more. With that, I really hope you enjoy today's conversation with Michael Gaiad. |
| 1:02.7 | You're listening to Millennial Investing by the Investors Podcast Network, where your hosts, |
| 1:08.3 | Robert Leonard and Rebecca Hotsko interview successful entrepreneurs, business |
| 1:12.5 | leaders and investors to help educate and inspire the millennial generation. |
| 1:24.8 | Welcome to the millennial investing podcast. I'm your host, Rebecca Hotsko, and on today's |
| 1:30.4 | episode, I'm joined by Michael Gaiad. Michael, welcome to the show. I appreciate it. Thank you so much. |
| 1:37.0 | Michael, it's great to have you here. So you were on the We Study Billionaire show back in 2021. |
| 1:43.2 | You talked with Trey a little bit about quantitative investing |
| 1:45.8 | strategies. I'm curious today to dive more into some of those strategies, as well as talk a bit more |
| 1:52.9 | about ETFs. You are a portfolio manager at TROSO Investments, and TROSO focuses on |
| 1:59.8 | ETF focused research and manages ETF portfolios. |
| 2:04.1 | So to start things off today, I was hoping you could maybe touch on what you think the benefits |
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