Published on: April 24th, 2019 • Duration: 10 minutes
Michael Gayed, portfolio manager at Pension Partners and author of The Lead-Lag Report, returns to Real Vision to update his bearish thesis on the stock market. He highlights the importance of lumber as a key indicator, notes just how low he sees the S&P 500 going, and considers risks to his thesis, in this interview with Jake Merl. Filmed on April 23, 2019.
