11:10

EssentialTrade Ideas

The Reflation Trade

Featuring Michael Gayed

Jul 01, 2019 • 11 minutes

112

15

Essential

Trade Ideas

The Reflation Trade

Michael Gayed, CFA, highlights the current dynamic playing out between the stock market, the Fed, and inflation expectations.

Featuring Michael Gayed

Jul 01, 2019 • 11 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. Show More

Top traders unveil their specific plans for cashing in on the market's next move. In these short videos, our traders cut straight to the point and lay out their thoughts on the best risk-reward trades of the moment. Each episode concludes with a visual recap of trade details including profit-loss potential and trade duration.

More Episodes

Top traders unveil their specific plans for cashing in on the market's next move. In these short videos, our traders cut straight to the point and lay out their thoughts on the best risk-reward trades of the moment. Each episode concludes with a visual recap of trade details including profit-loss potential and trade duration.

More Episodes

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