32:22
Essential
•Daily Briefing
Consolidation or Something More?
The market continues its slide as the Fed s December meeting minutes fail to clear up much uncertainty.
Featuring Michael Gayed CFA and Maggie Lake
Jan 03, 2024 • 32 minutes
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.
Show MoreReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
More EpisodesReal Vision's Daily Briefing provides a macro context for the day's market action, Monday through Friday, live at 4:00 p.m. ET. Our hosts talk with traders, quants, investors, and analysts with skin in the game. These experts include Tony Greer, Katie Stockton, Jim Bianco, Jared Dillian, Thomas Thornton, and our own Raoul Pal. In just 30 minutes, you'll get the world's smartest analysis of global markets and the important macro trends driving them.
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