01:02:34

PlusLive

Bonds, Gold, and Lumber -- Live with Michael Gayed

Featuring Michael Gayed & Jack Farley

July 13 at 6:00PM • 62 minutes

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Live

Bonds, Gold, and Lumber -- Live with Michael Gayed

Michael Gayed rejoins Real Vision to share his insights into equity and commodities markets that explain the continued fall in lumber prices.

Featuring Michael Gayed & Jack Farley

July 13 at 6:00PM • 62 minutes

Michael Gayed, author of the Lead-Lag Report and portfolio manager at ATAC, returns to Real Vision to discuss his insights into equity and commodities markets that explain the continued fall in lumber prices. Gayed analyzes important market signals that he is tracking to help him understand lumbers price moves. He will discuss which sectors are best positioned to succeed in the current macro regime. Gayed authored an award-winning white paper on how VIX levels can be used to forecast sector rotation over the long-term that can be found here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3718824. Interviewed by Jack Farley on July 13, 2021. Show More

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

Real Vision Live offers Plus and above members the opportunity to interact in real time with experts about all things related to financial markets. Features timely, in-depth analysis on what's driving price action across all asset classes. Nothing is off the table.

More Episodes

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