S&P 500: There’s Still Something Ridiculously Wrong

Published on
June 12th, 2019
Duration
13 minutes


S&P 500: There’s Still Something Ridiculously Wrong

Trade Ideas ·
Featuring Michael Gayed

Published on: June 12th, 2019 • Duration: 13 minutes

Michael Gayed, portfolio manager at Pension Partners and author of the Lead-Lag Report, revisits his "Spring Crash" thesis for the stock market, and discusses how a dovish Fed could impact the situation. He notes the flashing signals from the bond market and small caps, discusses the binary outcome of a crash or melt up, and considers how to play the reflation trade through emerging markets, in this interview with Jake Merl. Filmed on June 11, 2019.

Comments

Transcript