Credit event, long duration treasuries, utilities and classifying a bear market
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Aug 6, 2023 ·
16m 40s
https://seekingalpha.com/author/michael-a-gayed-cfa?source=wsb_podcast:credit_event_long_duration_treasuries_utilities_bear_market sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear...
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Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.
Subscribe to Michael Gayed's The Lead-Lag Report
Transcripts on Seeking Alpha
Show Notes:
QQQX: Time To Rotate If Bullish Tech
GHY: Global, But Wait For It
SDIV: Only If International Outperforms
QQQ: It's Time For The Nasdaq To Punish Recency Bias
USA: Value Tilt Could Cause Outperformance
Unpopular Opinion: The Bear Market Is Not Over
DGRO: A Great Fund, But Won't Be Spared In A Credit Event
show less
Subscribe to Michael Gayed's The Lead-Lag Report
Transcripts on Seeking Alpha
Show Notes:
QQQX: Time To Rotate If Bullish Tech
GHY: Global, But Wait For It
SDIV: Only If International Outperforms
QQQ: It's Time For The Nasdaq To Punish Recency Bias
USA: Value Tilt Could Cause Outperformance
Unpopular Opinion: The Bear Market Is Not Over
DGRO: A Great Fund, But Won't Be Spared In A Credit Event
Information
| Author | Seeking Alpha |
| Website | seekingalpha.com |
| Tags |
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