The Reflation Trade

Published on
July 1st, 2019
12 minutes

The Reflation Trade

Trade Ideas ·
Featuring Michael Gayed

Published on: July 1st, 2019 • Duration: 12 minutes

Michael Gayed, CFA, portfolio manager at Pension Partners & author of the Lead-Lag Report, highlights the current dynamic playing out between the stock market, the Fed, and inflation expectations. In this interview with Jake Merl, Gayed revisits the bullish thesis on emerging markets as the dollar continues to weaken — a thesis he also outlines in an upcoming note on Real Vision's Think Tank product. Gayed then discusses why certain sectors such as financials should outperform in a reflationary environment. Filmed on June 27, 2019.