01:00:38

PlusLive

Sector Rotation in the Short and Long Term -- Live with Michael Gayed

Featuring Michael Gayed and Max Wiethe

March 17 at 4:00PM • 60 minutes

100

11

Plus

Live

Sector Rotation in the Short and Long Term -- Live with Michael Gayed

Energy & financials now seem to be leading the charge as tech show signs of weakness-Michael Gayed returns to explore this sector rotation phenomenon.

Featuring Michael Gayed and Max Wiethe

March 17 at 4:00PM • 60 minutes

Previously languishing sectors like energy and financials now seem to be leading the charge as longtime leaders like technology show signs of weakness for the first time in years. Michael Gayed, author of the Lead-Lag Report and portfolio manager at ATAC, returns to explore this sector rotation phenomenon from two different perspectives. In this interview with editor Max Wiethe, Gayed will discuss sector rotation over the long-term through the lens of a more academic approach but also from the perspective of a portfolio manager looking more short-term at what is happening right now. Gayed authored an award-winning white paper on how VIX levels can be used to forecast sector rotation over long-term that can be found here: https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3718824. 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

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Plus Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In