GM25: A realtime account of going through "hell" in the markets ft. Michael Gayed

Today, we are joined by Michael Gayed, award winning Author and Portfolio Manager, for a real time account of what it's like to go through a challenging time in the markets. We discuss how Michael reinvented himself in 2009 and what he learned from the Great Recession, why Michael believes that Trend Following is not a long-vol strategy and how Gayed uses Lumber vs Gold as a market, Risk-on Risk-off indicator and how he uses treasuries as a tool to look forward in time. We also dig into why Gayed believe that higher rates is indicative of an increasing economic activity, why your ability to stick to a strategy matters more than the strategy itself, how buying used items can be a way to fight inflation and why the best investment opportunities happens on dislocations, the reason working harder does not necessarily generate better results and much more. IT's TRUE 👀 - most CIO's read 50+ books each year - get your copy of the Ultimate Guide to the Best Investment Books ever written here: www.toptradersunplugged.com/Ultimate And you can get a free copy of my latest book "The Many Flavors of Trend Following" here: www.toptradersunplugged.com/book Send your questions to [email protected] Follow Niels & Hari on Twitter: @TopTradersLive & @HariPKrishnan2 And please share this episode with a like-minded friend and leave an honest rating & review on iTunes and Spotify so more people can discover the podcast.