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Real Vision: Finance & Investing

The Next Big Trade - Michael Gayed: This Bear’s Got Long Legs

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.11.1K Ratings

🗓️ 4 December 2022

⏱️ 44 minutes

🧾️ Download transcript

Summary

It’s already been a tough, strange 11 months for everyone – and 2022’s not over yet. On a weekly interval basis, the S&P 500 has been in the red for more than 60% of the year. Treasuries have gone through multiple, nasty downturns and haven’t exactly performed counter to traditional risk assets. How much longer will this bear last? Are there any signs of hope? Michael Gayed, portfolio manager at Tidal Investment Group and the publisher of The Lead-Lag Report, joins Harry Melandri to break it all down on another fascinating episode of The Next Big Trade. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

At Barclays, we know money can be tricky to navigate.

0:02.8

We're here to help you find your way around it.

0:05.2

Like buying your first home.

0:06.7

Because getting your fill on the property ladder shouldn't feel like snakes and ladders.

0:10.3

With the Barclays family springboard mortgage and help from family and friends,

0:13.7

you can get the keys in your hand.

0:15.6

And they all get their deposit back with interest.

0:18.2

Search Barclays family springboard mortgages.

0:20.4

Barclays make money work for you.

0:22.5

Minimum savings apply returned with interest after five years

0:24.9

if payments maintained application financial circumstances

0:27.6

borrowing history and fees apply UK residents only.

0:33.3

Every investor in the world wants to catch the wave of the next big trade.

0:37.5

There's no time machine to go back and buy Amazon in 2013 or Apple in 2009.

0:42.8

What we can do is talk to the world's best traders about their next big buy.

0:48.0

Join me, Harry Mulandry of MI2 Partners, as we do exactly that on the next big trade.

0:57.6

Amateurs look to the right of the equal sign, pros look to the left.

1:01.9

So I would encourage everybody to not look at the small sample of this year which has been

1:07.0

unequivocally bizarre and always look to one's process not necessarily to their outcome.

1:12.8

Because sometimes, oftentimes the outcome is not fully in one control on a small sample.

1:18.5

Welcome to the next big trade.

1:20.3

And thanks for joining us.

...

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