EPISODE · Jul 14, 2023 · 39 MIN
Risk-On/Risk-Off Rotation: The RORO Strategy | Michael Gayed
from Behind the Ticker · host Brad Roth
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of $RORO and $JOJO and Founder of ATAC Funds. We have an in depth conversation about what led him to investing, his career path, and starting his first funds. We also talk about the unique investment thesis behind his ETFs and how he envisions them being utilized in model portfolios. As an industry veteran, we dive into what it's like to manage money through different cycles and how patience and conviction will ultimately lead to success. Michael has a unique perspective on markets and is one the most consistent providers of market commentary for investors and investment advisors online. To find out more about Michael and his funds, please visit: https://www.atacfunds.com/Get Brad's daily market research: Subscribe to The Signal at thorft.com/newsletterMore episodes: thorft.com/podcast
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What this episode covers
Welcome to episode 9 of Behind the Ticker. In this episode, our special guest is Michael Gayed, the portfolio manager of $RORO and $JOJO and Founder of ATAC Funds. We have an in depth conversation about what led him to investing, his career path, and starting his first funds. We also talk about the unique investment thesis behind his ETFs and how he envisions them being utilized in model portfolios. As an industry veteran, we dive into what it's like to manage money through different cycles a...
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Risk-On/Risk-Off Rotation: The RORO Strategy | Michael Gayed
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