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EssentialThe Essential Conversation

It's All About the Business Cycle

Featuring Michael Gayed and Andreas Steno Larsen

Jun 28, 2022 • 42 minutes

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Essential

The Essential Conversation

It's All About the Business Cycle

And, as Michael Gayed notes, it's nearly impossible to perfectly time its ebbs and flows.

Featuring Michael Gayed and Andreas Steno Larsen

Jun 28, 2022 • 42 minutes

Storm clouds are gathering, with rampant inflation driving a historic monetary tightening cycle that threatens economic growth while war rages in Eastern Europe. Are we now on course for a deflationary bust? Doubts about its abilities abound. But investors should be prepared for the outside possibility that the Federal Reserve nails the landing, says Michael Gayed. With cracks starting to show in the commodities market, the author of The Lead-Lag Report expresses some doubts about the sector, warning of the near-religious fervor that fuels its booms. Gayed, the chief investment officer and portfolio manager at Toroso Investments, shares his brand of shrewd, contrarian perspectives with Real Vision’s Andreas Steno Larsen. Amid tempests like these, keeping your ship steady and sailing in the right direction is a challenge. But the business cycle is inevitable. And it’s nearly impossible to time it perfectly. Recorded on June 24, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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