On The Tape with Danny Moses Michael A. Gayed: "Few" Have More Passion For Markets
Jul 23, 2025
Michael A. Gayed, founder of the Lead Lag Report and creator of the Free Markets ETF, shares his insights on how deregulation impacts various sectors. He discusses the significance of current economic factors like the Japanese yield curve and the US debt. Michael reflects on his personal journey shaped by his father and his new health regimen. He dives into the evolving landscape of market strategies, the potential for increased volatility, and the roles of banks and alternative assets like crypto and gold in this dynamic economy.
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Leverage Content to Raise Funds
- Channel your content and influence to help fund issuers raise assets in today’s competitive market.
- Build credibility and provide services that connect asset managers and RIAs without relying heavily on wholesalers.
Japan's Reverse Carry Trade Risks
- The reverse carry trade in Japan could cause major market volatility when the Bank of Japan reacts to inflation by propping up the yen.
- Such events can trigger a chain reaction impacting global equities and treasury yields with significant timing uncertainty.
Stocks Fall But Bonds Rally
- Sharp stock market sell-offs cause treasury yields to collapse as investors flee to safety, preserving capital relatively better than equities.
- The mechanism "they crash stocks to save bonds" often leads to continued lower yields after major equity declines.