TIP390: Quantitative Investing Tactics w/ Michael Gayed
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 24 October 2021
⏱️ 61 minutes
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| 0:00.0 | You're listening to TI-P. |
| 0:02.4 | On today's episode, I sit down with Michael Gaillet. |
| 0:05.2 | Michael is the portfolio manager at TOROSO Asset Management and writer of the lead lag report. |
| 0:11.0 | Michael's white papers have won multiple awards including the Charles H. Dow award in 2016. |
| 0:16.4 | In this episode, we discussed the interesting correlation between gold and lumber and how to use it |
| 0:20.7 | as a key indicator, when to use leverage and when not to, how a highly active tactical rotation |
| 0:26.4 | approach can be the market and a whole lot more. This was a very interesting discussion because |
| 0:30.7 | we discussed a lot of quantitative tactics that we don't often explore on the show. |
| 0:34.4 | I hope you find it interesting as well, so without further ado, please enjoy my conversation |
| 0:38.5 | with Michael Gaillet. |
| 0:43.2 | You are listening to the Investors Podcast, where we study the financial markets and read the |
| 0:48.6 | books that influence self-made billionaires the most. We keep you informed and prepared for the |
| 0:53.8 | unexpected. |
| 1:23.9 | I'm curious about what you've learned, especially from your father growing up in the business that |
| 1:31.4 | has shaped the way you invest today. |
| 2:01.7 | This was before the era of the Internet, when you could overlay and move average, |
| 2:06.2 | you would instantly click a button. My father worked on his team. He wrote two books on markets. |
| 2:11.7 | One of them was on the Crash of 87, which he predicted would happen two months before it did. |
| 2:17.5 | That's why he wrote the book afterwards. Then wrote this book, Intermarket Analysis and Investing |
| 2:22.4 | in 1990, was never a runaway bestseller. After he passed away, I decided to honor his memory, |
| 2:28.8 | got the rights to the book back and republished it. It grew up under a lot of the |
| 2:33.3 | getting a lot of osmosis to speak from his passion for markets. Every dinner conversation, |
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