Podcasts about gayed

Play Episode Listen Later May 22, 2023 47:42

In this exclusive John Authers interview with Michael Gayed of Lead-Lag Live, we dive deep into the heart of the ongoing Peak Passive Debate. As experts in the financial world, John Authers and Michael Gayed provide valuable insights and analysis on various aspects of this hotly contested topic. This podcast is a must-listen for anyone interested in understanding the critical factors and potential consequences of the Peak Passive Debate.Throughout the discussion, John Authers and Michael Gayed address a variety of issues and concerns, touching on topics such as the rise of passive investing, its impact on the market, and potential risks and challenges. With their extensive knowledge and expertise in the financial industry, they are well-equipped to unravel the complexities surrounding the Peak Passive Debate.Moreover, this John Authers interview with Michael Gayed of Lead-Lag Live will explore the future of passive investing, as well as its implications for individual investors and the broader market. By sharing their thoughts and predictions, Authers and Gayed seek to provide a better understanding of the direction that this trend is heading and prepare viewers for what may lie ahead.In addition to the in-depth analysis of the Peak Passive Debate, the interview will also feature valuable insights from these financial gurus on related topics, such as the role of active management, the benefits of diversification, and strategies to navigate the current market conditions.Don't miss this opportunity to learn from two renowned financial experts as they dissect the Peak Passive Debate and its implications for the world of investing. Make sure to like, share, and subscribe for more insightful content from Lead-Lag Live. Join this channel to get access to perks:https://www.youtube.com/channel/UCInl2wu4m5EjpgZP7kosVUg/joinDon't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Darius Dale and Michael Gayed: Uncovering the Secrets of Global Liquidity & US Business Cycles

Play Episode Listen Later May 15, 2023 56:18

In this thought-provoking and insightful episode of Lead-Lag Live, Michael Gayed sits down with Darius Dale, a highly respected macroeconomic strategist, for an exclusive Darius Dale Interview. Together, they dive deep into the world of global liquidity and US business cycles, offering valuable insights on how these factors impact financial markets and investment decisions. This podcast is a must-listen for anyone interested in gaining a better understanding of the complex interplay between global liquidity, US business cycles, and their influences on asset prices.Throughout the Darius Dale Interview with Michael Gayed of Lead-Lag Live, the two experts explore key themes, including the importance of analyzing global liquidity in the current macroeconomic environment, the implications of changing central bank policies on financial markets, and the potential risks and opportunities associated with different phases of the US business cycle. By drawing on their vast experience and expertise, Dale and Gayed are able to provide viewers with a comprehensive and nuanced understanding of these critical topics.One of the major highlights of this podcast is the detailed discussion on how global liquidity conditions affect financial markets and asset prices. Dale and Gayed delve into the mechanics of capital flows and the role of central banks in shaping the global liquidity landscape. By doing so, they help viewers appreciate the significance of monitoring and understanding global liquidity trends in making well-informed investment decisions.Another fascinating aspect of this episode is the examination of the relationship between US business cycles and asset prices. Dale and Gayed offer an in-depth analysis of the various stages of the business cycle, highlighting how each phase presents unique challenges and opportunities for investors. They also discuss the importance of incorporating business cycle analysis into investment strategies, so as to better navigate the ever-changing financial landscape.In conclusion, the Darius Dale Interview with Michael Gayed of Lead-Lag Live offers a wealth of knowledge on the crucial aspects of global liquidity and US business cycles. Whether you're an experienced investor or someone who's just starting their financial journey, this podcast is an invaluable resource that will enhance your understanding of these complex topics and help you make smarter investment decisions.Don't miss out on this fascinating conversation - be sure to listen to the full podcast, and don't forget to subscribe to Lead-Lag Live for more exclusive interviews and expert insights on financial markets and investing.The Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Grover Norquist Reveals the Future of US Tax Competitiveness: Exclusive Interview with Michael Gayed

Play Episode Listen Later May 12, 2023 51:56

In this exclusive Grover Norquist interview with Michael Gayed of Lead-Lag Live, we dive deep into the future of US tax competitiveness and explore the potential implications of potential policy changes. As a renowned tax policy advocate and president of Americans for Tax Reform, Grover Norquist brings a wealth of knowledge and insight into the complex world of taxation and how it impacts businesses and individuals alike.Throughout the interview, Norquist and Gayed discuss a range of topics, including the current state of US tax competitiveness, as well as proposed tax reforms and their possible consequences on the US economy. They also touch on the importance of maintaining a competitive edge in today's global market and how tax policy can make or break a country's ability to attract and retain businesses.This insightful and engaging discussion provides viewers with a unique perspective on the future of US tax competitiveness from one of the most influential voices in the field. If you're interested in understanding the potential impact of tax policies on the US economy and global competitiveness, make sure you don't miss this Grover Norquist interview with Michael Gayed of Lead-Lag Live.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: https://www.leadlagreport.com/static/termsandconditionsThe Physician Syndicate: Angel Investing | Venture Capital | Startups | Personal FinanceThe Physician Syndicate Podcast: A podcast for physicians to jump into the startup world. Listen on: Apple Podcasts SpotifyFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Unlocking the Future of Clean Energy: Brandon Munro & Michael Gayed's Expert Discussion on Uranium

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Play Episode Listen Later May 6, 2023 53:15

In this exclusive Brandon Munro interview with Michael Gayed, two experts come together to discuss the exciting world of uranium and nuclear power. As a leading uranium expert, Brandon Munro shares his insights and knowledge on various aspects of the nuclear industry, while Michael Gayed, a renowned financial analyst, adds valuable context from an investment perspective. This in-depth conversation is the perfect opportunity for anyone interested in learning more about the future of clean energy and its potential impact on our world.Throughout this engaging discussion, you'll get an insider's look at various aspects of the uranium market, as well as the current state and future potential of nuclear power. With their years of experience and expertise, Munro and Gayed cover topics ranging from the supply and demand dynamics of uranium to the growth of nuclear power across the globe.As the world seeks cleaner, more sustainable energy solutions, nuclear power has emerged as a prominent option. In this podcast, our experts delve into the benefits and challenges associated with this energy source, while exploring how recent innovations have made nuclear power safer and more efficient than ever before.This Brandon Munro interview with Michael Gayed is an invaluable resource for anyone interested in the world of uranium, nuclear power, and clean energy investments. Whether you're new to the subject or a seasoned investor, you'll find valuable insights and actionable information throughout this captivating conversation.Key highlights from the discussion include:- The current state of the uranium market and its future outlook- How nuclear power fits into the global energy landscape- The role of government and policy in driving nuclear power adoption- Recent advancements in nuclear technology and safety- Opportunities and challenges for investors in the uranium and nuclear sectorsDon't miss out on this unique opportunity to hear from two of the industry's most respected voices. Join uranium expert Brandon Munro and Michael Gayed as they dive deep into the world of nuclear power, offering valuable insights and expert analysis on this crucial energy source. Be sure to give this podcast a thumbs up and subscribe to our channel for more content like this.ANTICIPATE STOCK MARKET CRASHES, CORRECTIONS, AND BEAR MARKETS WITH AWARD WINNING RESEARCH. Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Don't forget to like, share, and subscribe!Twitter: https://twitter.com/leadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreportCheck out Lead-Lag Live on all your favorite podcast platforms.Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, oFoodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Life as it is 5: accidentally gayed

The Steve Calis Show!

Play Episode Listen Later Feb 8, 2023 14:17

What is an 'accidental gay' moment and why are they plaguing Steve? Who on earth is Paul Daniels? Is Tom Cruise the worlds greatest living action star? find out today! please consider clicking that 'Follow' button, it really helps! (FYI we experimented with some new equipment and software and as a result the quality suffered a bit this week, normal mediocre quality will resume next week!) --- Send in a voice message: https://podcasters.spotify.com/pod/show/thestevecalisshow/message

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

Top Traders Unplugged

Play Episode Listen Later Oct 5, 2022 60:25

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. ---- ---- Follow Niels on https://twitter.com/toptraderslive (Twitter), https://www.linkedin.com/in/nielskaastruplarsen (LinkedIn), https://www.youtube.com/user/toptraderslive (YouTube) or via the https://www.toptradersunplugged.com/ (TTU website). IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written https://www.toptradersunplugged.com/Ultimate (here). And you can get a free copy of my latest book “The Many Flavors of Trend Following” https://www.toptradersunplugged.com/flavor (here). Learn more about the Trend Barometer https://www.toptradersunplugged.com/resources/market-trends/ (here). Send your questions to info@toptradersunplugged.com And please share this episode with a like-minded friend and leave an honest Rating & Review on https://www.toptradersunplugged.com/reviewttu (iTunes) or https://open.spotify.com/show/2OnOvLbIV3AttbFLxuoaBW (Spotify) so more people can discover the podcast. Follow Cem on https://twitter.com/jam_croissant (Twitter). Follow Michael on https://www.linkedin.com/in/michael-a-gayed-cfa/ (LinkedIn). Episode TimeStamps: 00:00 - Intro 02:58 - Introduction to Michael Gayed 06:05 - What Michael learned from the Great Recession? 13:37 - Using the S&P instead of realized volatility 17:21 - Treasuries - A safe asset? 23:22 - A mixed picture in terms of risk 26:39 - Why Lumber instead of Copper? 30:13 - Is the (inversion of the) yield curve still valid? 31:53 - What about the asset class cycle? 34:34 - Higher rates = increased economic activity? 37:27 - Being persistent is key 39:34 - Will yields come in very sharply? 42:02 - The problem of the inflation narrative 45:31 - Allocating to ETFs and funds 48:48 - The sad side to the business 58:26 - Key takeaways from Niels Copyright © 2022 – CMC AG – All Rights Reserved ---- PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey: 1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. https://www.toptradersunplugged.com/resources/ebooks/ (Click Here) 2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! https://www.toptradersunplugged.com/resources/market-trends/ (Click Here) 3. Other Resources that can help you And if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. https://www.toptradersunplugged.com/resources/ (Click Here) https://www.toptradersunplugged.com/legal/privacy-policy/ (Privacy Policy)...

Is All the Bad News Priced In?

Real Vision Presents...

Play Episode Listen Later Aug 16, 2022 36:02 Very Popular

The People's Bank of China got the week started with surprise rate cuts on domestic growth concerns, the Federal Reserve Bank of New York's Empire State Manufacturing Survey on general business conditions for August registered its second-biggest slide since 2001, and the National Association of Home Buyers/Wells Fargo Housing Market Index declined for the eighth straight month. But all three major U.S. equity indexes were higher heading into the close, as Treasury yields continued to drift lower. Perhaps investors anticipate a Federal Reserve pivot. Perhaps they're pricing in a selloff in crude oil. Has the larger trend shifted? “We have NEVER seen a time in history like this,” tweeted Michael Gayed in July, “where a significant drawdown in Treasuries matched a significant drawdown in stocks (which may not be over).” Gayed, the publisher of the Lead-Lag Report, joins Maggie Lake for today's Daily Briefing to talk about stocks, bonds, and the rising risk of demand destruction because of Fed rate hikes just as supply chains come back on line. Learn more about your ad choices. Visit megaphone.fm/adchoices

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'World Is Breaking Apart,': We're on the Verge of a Sovereign Debt Crisis, Says Michael Gayed

The Daniela Cambone Show

Play Episode Listen Later Aug 9, 2022 29:15

The Inflation Reduction Act is, "unequivocally a misnomer", according to Michael Gayed, portfolio manager at Toroso Investments and publisher of The Lead-Lag Report. He tells our Daniela Cambone that recent spending bills have proven to, "never be used to actually pay down debt, but used as justification to do more." "It wouldn't surprise me if there was a much bigger recession down the line," but Gayed says it's still unclear if we are in a recession right now. He suggests that "the best thing for investors to do is to consider treasuries again." Gayed concludes by arguing that the way the dollar has acted against other currencies signals a potential debt crisis is coming.

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ATAC's Gayed: The Fed didn't go far enough, so troubles will persist

Money Life with Chuck Jaffe

Play Episode Listen Later Jun 16, 2022 59:11

Michael Gayed, portfolio manager for the tactically managed ATAC Funds says the Federal Reserve should have raised rates even more than it did Wednesday -- when the central bank made its biggest rate hike in almost 30 years -- because market and economic pain is inevitable and could be long-lasting, but there is growth potential once the market passes the troubles and starts a new recovery. This show also features Tom Lydon, vice chairman at VettaFi.com, making a brand new fund his ETF of the Week, Jill Gonzalez of WalletHub.com discussing the site's latest survey which shows that consumers are looking at rewards cards as a way to deal with inflation, and Rob Lutts, president of Cabot Wealth Management, talks growth investing in the Market Call.

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Retail Gloom Spells Stock Market Doom

Real Vision Presents...

Play Episode Listen Later May 19, 2022 41:23 Very Popular

“This is risk-off behavior returning,” tweeted Michael Gayed less than an hour into today's trading session, which, two hours ahead of the close, has seen the Dow Jones Industrial Average decline 2.9%, the S&P 500 shed 3.4%, and the Nasdaq Composite nosedive 4.0%. Investors are digesting a second disappointing earnings report from a major U.S. retailer, as Target followed Walmart with more data indicating inflation is, finally, having an impact on U.S. consumer behavior. Gayed, CIO and portfolio manager at Toroso Investments, joins Real Vision's Ash Bennington for today's Daily Briefing to talk about how inflation will turn into deflation and why equity indexes are looking at another major leg down. With risk assets highly correlated at present, this is an ominous sign for the cryptocurrency market as well. That's a major topic of discussion in the debut episode of Real Vision's Crypto Unwrapped series. We also hear from Jeff Moore about the Federal Reserve being late and bond market volatility. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/381fvoA. Watch the full interview featuring Jeff Moore and Raoul Pal here: https://rvtv.io/3McSPAj. Watch the first Crypto Unwrapped episode featuring Weston Nakamura, Nicolas Brugge, and Leslie Lamb here: https://rvtv.io/3lkyrS6. Learn more about your ad choices. Visit megaphone.fm/adchoices

Risk-On, Risk-Off with Michael A Gayed, Ep #95

Cashflow Hacking Podcast

Play Episode Listen Later Jan 13, 2022 33:08

Michael A. Gayed is Portfolio Manager of the ATAC Fund Family at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. He is the author of five award-winning research papers on market anomalies and investing. Michael has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. In this episode of How To Trade It, Micahel unpacks what risk is and isn't. It might not be what you think. You don't want to miss it!Subscribe to How To Trade ItYou'll want to hear this episode if you are interested in…[00:47] Michael's Twitter engagements[02:54] Having “Risk-on, Risk-Off” defined[13:13] Going where probabilities are highest[20:45] What Michael has to say about humility[22:30] Discussing the Inflation/Deflation meme[27:28] The big 3 indicators that a change is coming[31:39] Michael's main objectiveWhen traditional media outlets talk about risk-on, they are generally speaking about direction. For example, if the market is positive, they say it's a strong risk-on day. For Michael, RORO isn't about direction at all. Instead, it's about conditions that favor an “accident” in the market. Michael believes there are certain relationships which have commonality, in terms of interest rate sensitivity, that tend to get ahead of major black swan events.There are three indicators that Michael looks for ahead of crashes, corrections, and bear markets. First, utilities relative to the stock market. If utilities outperform the stock market, on a short-term basis, generally you see a rise in volatility. Next, lumber relative to gold. When lumber is weak relative to gold, you tend to see higher volatility. And third, long-duration treasuries relative to intermediate. Ultimately, these three indicators are all about interest rates. Connect with Michael A. GayedWebsite: http://www.leadlagreport.comTwitter: http://www.twitter.com/leadlagreportFacebook: http://www.facebook.com/leadlagreport LinkedIn: http://www.linkedin.com/in/michael-a-gayed-cfa/Subscribe to How To Trade ItDisclaimer: Trading carries a high level of risk, and may not be suitable for all investors. Before deciding to invest you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment. Therefore, you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts. Support the show (https://caseystubbs.com)

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Tactical Risk On Risk Off Strategies with Michael Gayed

Inspired Money

Play Episode Listen Later Aug 24, 2021 55:02

Episode 204: Portfolio Manager Michael Gayed discusses leading signals, tactical investment strategies, and the importance of effective diversification. Guest Biography Michael A. Gayed is Portfolio Manager at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. Michael earned his Bachelor of Science degree with a double major in Finance & Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008. In this episode, you'll learn: How Michael developed his process driven investment approach Why rejection hurts The benefits of Allocating to different asset classes like stocks, bonds, and even cryptocurrencies. Show notes: http://www.inspiredmoney.fm/204 Find more from our guest: www.leadlagreport.com www.atacfunds.com LinkedIn Books: Intermarket Analysis and Investing: Integrating Economic, Fundamental, and Technical by Michael E.S. Gayed Money Tip of the Week Tips for resisting keeping up with the Joneses. Thanks for Listening! To share your thoughts: Leave a note in the comment section below. Share this show on Twitter or Facebook. Join us at the Inspired Money Makers groups at facebook and LinkedIn To help out the show: Leave an honest review on Apple Podcasts, Podchaser.com, or wherever you listen. Your ratings and reviews really help, and I read each one. Subscribe on Apple Podcasts. Special thanks to Jim Kimo West for the music.

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Michael Gayed: Gold Has not YET Responded to Negative Rates

Palisade Radio

Play Episode Listen Later Jul 23, 2021 38:14

Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag Report. Michael notes that this year has been remarkable in many ways. Treasury yields since March have been grinding lower, which indicates a risk-off market. Likewise, lumber to gold has tanked. However, utilities have been underperforming, which is concerning. All of these crashes are occurring in the context of trillions in stimulus. Small caps have underperformed along with emerging markets since February. However, the S&P continues to grind higher. What if the Fed is correct about inflation being transitory? That could suggest a big downside surprise as all of the ordinarily tight correlations seem to be breaking. We are seeing price inflation but not wage inflation. If inflation is transitory despite such a massive surge in money supply, that will raise concerns about the Fed's ability to influence the market. Does the Fed still have control, or are they trying to push on a string? Bond market credit spreads are beginning to widen and blow out, which could indicate higher default risks. However, the prevailing narrative may be wrong, and we could be in for a surprise. There are unintended consequences to a world awash in money. The dovishness of the Fed is likely to promote complacency and exacerbate risk-taking. Gold tends to have a low correlation to most assets, and currently, gold hasn't responded. There could easily be a rather sudden adjustment up for gold. Volatility is likely to rise, and gold is one thing that many investors move into in a crisis. Cryptocurrencies make sense as a portion of a portfolio, but there is a lot of overconfidence in the space. The one thing that Bitcoin can't fix is human behavior, and we see that with overleverage and exuberance. Unfortunately, this behavior also exists in the equity market, and the first thing that goes away in a unwind or liquidity crisis is the leverage. Michael points out that if everything in your portfolio is making you money, you are almost certainly not adequately diversified. The vast majority of people do not realize the concentration risk they are taking. Therefore, it's essential to take a systematic approach to rebalance your portfolio. Time Stamp References:0:00 - Introduction0:32 - Intermarket Signals4:28 - Correlations9:16 - 'Flation Signals13:46 - Bank Lending17:51 - Gold Rangebound19:32 - Corrections22:20 - Peak Leverage24:50 - Diversification29:53 - Faith & Conviction34:42 - Concluding Thoughts36:26 - Wrap Up Talking Points From This Weeks Episode Market correlations are breaking.Inflation and concerns about the Fed's ability to control markets.Debt and credit and the possibility of black swan eventsExuberance in markets and managing risk in your portfolio. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreport Michael A. Gayed, CFA, is Portfolio Manager at Toroso Asset Management, an award-winning author and publisher of The Lead-Lag Report. Michael is a well-respected results-oriented Investment Manager showcasing 15 years of successfully executing initiatives that result in significant revenue growth. In addition, he is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships. He is also an out-of-the-box thinker committed to strengthening organizations' financial performance through dedicated hard work and a passion for investing. He is a graduate of (Cum Laude) NYU Stern School of Business with a Double Major in Finance & Management and has a Bachelor of Science in Finance & Management. In addition,

What the lumber to gold ratio can tell us about predicting market crashes – Michael Gayed

Kitco NEWS Interviews

Play Episode Listen Later May 10, 2021 28:03

When the lumber to gold ratio spikes, it's usually a signal that risk on sentiment will remain strong, said Michael Gayed, portfolio manager at Toroso Investments. Gayed has been tracking the lumber to gold ratio as part of his Lead-Lag report, and his studies have found that peaks and troughs usually lead equity rallies and declines, respectively. However, given the spike in lumber prices, it's only a matter of time before prices mean revert downward, meaning a stock market correction could be on the horizon.

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Sylvia Gayed, Manhattan Tax and Accounting, 2021 Tax Season Update (encore)

Play Episode Listen Later Apr 2, 2021 62:00

Our guest this morning is Sylvia Gayed, Owner of Manhattan Tax & Accounting. Sylvia has more than 15 years of experience in tax and accounting. After earning a BS degree with an emphasis in finance and accounting, she worked as a financial analyst and was hired by Deloitte Consulting as a controller. She opened Manhattan Tax & Accounting in 2005 to provide various accounting services including individual, business, corporate, and LLC tax preparation, tax planning, bookkeeping, payroll, and business incorporation. Sylvia has distinguished herself as a one-stop accounting firm handling all her client's tax and accounting needs. With tax season just around the corner, now is the time to start planning, and this morning, Sylvia is going to give us a few tips on preparing for April 15. Welcome to the program, Sylvia – we're so glad you could join us this morning. =+=+=+=+=+=+ To Find Out More about our host Joe Terry visit https://www.ForeverMemoirs.com For a comprehensive selection of things to do and places to go in the South Bay of Los Angeles visit http://www.SouthbayByJackie.com What's Happening in the South Bay, South Bay, Hermosa Beach, Manhattan Beach, Redondo Beach, The South Bay Show, Los Angeles, California, Current Events Calendar, Torrance, El Segundo, Palos Verdes

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Michael Gayed: Fed Has Destroyed All Stores of Value

Palisade Radio

Play Episode Listen Later Mar 23, 2021 44:31

Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag Report. He explains what most investors mean when they discuss risk on or off markets. There are historical leading indicators and his whitepapers help investors understand where volatility will occur. Everything is a leading indicator in some form and interest rates drive the entire captital system. It really is indicative of either inflation or deflation. He watches the behavior of utilities and treasauries to determine market conditions. They evaluate the signals every week and adjust their weighting and they were able to avoid declines in March 2020. They were able to take advantage of their system to get outsized returns during that period. Utilites are a very unique sector because its both highly regulated and they are often very highly levered companies. This results in utilities being highly sensitive to changes in performance. They will outperform often because everything else is doing poorly. There has been a big move toward from growth to value stocks and materials. Utilities may be beginning to bottom out and lumber may have topped out. If lumber begins weakening housing may weaken and demand may be dropping. Many people believe stimulus will continue the melt up but often the market does the opposite of what the crowd believes. There could be some sort of counter-rally that will surprise a lot of people. If we have inflation without inflation coming to wages then we will have more unrest and market uncertainty. There is very real dangers to the system considering the wage gaps. Gold from a strategic perspective makes sense since diversification in this environment is very hard to achieve. Gold may be better than bonds and this explains part of the demand for gold and crypto. Copper is about industrial demand and infrastructure. He expects to see continued upward pressure on copper and it seems like the cure for copper is higher prices. He discusses yields and credit spreads and what to watch for in the treasury markets. The Fed doesn't want rates to rise too quickly or we risk widespread debt issues. Michael argues that the most sensable thing they could do is to hike rates. Controlling yields have all sorts of negative implications. He argues that rampant money printing and excess debt by the Fed is enriching the wealthy and bringing out the worst in humanity. The very fabric of society is becoming at risk. Time Stamp References:0:00 - Introduction0:32 - Risk On/Off Strategies2:53 - Mutual Funds & Money Demand5:40 - Utility Sector Sensitivity7:46 - Current Market Indications10:16 - A Deflationary Trade12:22 - Inflation & CPI Metrics14:23 - Hedging With Gold15:55 - Copper & Commodities17:07 - Yields & Credit Spreads19:34 - Fed & Rising Rates22:47 - Banks & Lending24:15 - Australia & YCC25:30 - Convertible Bonds26:49 - 1.9 Trillion Stimulus30:29 - Unintended Consequences|]34:42 - Scarcity & Liquidity39:48 - Stores of Value41:52 - Concluding Thoughts Talking Points From This Weeks Episode Risk in markets and volatility.Utilities and Treasuries as indicators.Gold and actual diversificationFed actions yields and credit spreads. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreport Michael A. Gayed, CFA is Portfolio Manager at Toroso Asset Management, an award winning author and publisher of The Lead-Lag Report. Michael is respected as an award-winning, results-oriented Investment Manager showcasing 15 years of successfully executing initiatives that result in significant revenue growth. He is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities,

Sylvia Gayed, Manhattan Tax and Accounting, 2021 Tax Season Update

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Play Episode Listen Later Mar 5, 2021 62:00

Our guest this morning is Sylvia Gayed, Owner of Manhattan Tax & Accounting. Sylvia has more than 15 years of experience in tax and accounting. After earning a BS degree with an emphasis in finance and accounting, she worked as a financial analyst and was hired by Deloitte Consulting as a controller. She opened Manhattan Tax & Accounting in 2005 to provide various accounting services including individual, business, corporate, and LLC tax preparation, tax planning, bookkeeping, payroll, and business incorporation. Sylvia has distinguished herself as a one-stop accounting firm handling all her client's tax and accounting needs. With tax season just around the corner, now is the time to start planning, and this morning, Sylvia is going to give us a few tips on preparing for April 15. Welcome to the program, Sylvia – we're so glad you could join us this morning. =+=+=+=+=+=+ To Find Out More about our host Joe Terry visit https://www.ForeverMemoirs.com For a comprehensive selection of things to do and places to go in the South Bay of Los Angeles visit http://www.SouthbayByJackie.com What's Happening in the South Bay, South Bay, Hermosa Beach, Manhattan Beach, Redondo Beach, The South Bay Show, Los Angeles, California, Current Events Calendar, Torrance, El Segundo, Palos Verdes

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# 37 - Michael A. Gayed - 50% Returns in 2020, Risk-On Risk-Off, & the RORO ETF

Play Episode Listen Later Nov 26, 2020 57:45

Michael A. Gayed is Portfolio Manager at Toroso Investments, a company with $5 billion AUM. Michael manages the ATAC Rotation fund, which has returned roughly 50% this year, an extremely impressive result amid unprecedented market volatility.Michael is also the co-author of four award-winning research papers on market anomalies & investing, an active contributor to MarketWatch & Seeking Alpha, and has been interviewed on CNBC, Bloomberg, and the Wall Street Journal Live. Michael has a truly unique approach to interpreting market movements, which is chronicled in his daily output on the critically acclaimed Lead-Lag Report. It is Michael's tactical, risk-on/risk-off strategy that we focus on during the interview – It's not one to miss!Check out the Lead-Lag Report:https://www.leadlagreport.com/ Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Michael Gayed: European Financial Sector On Life Support

Palisade Radio

Play Episode Listen Later Oct 28, 2020 23:05

Tom welcomes returning guest Michael Gayed, Portfolio Manager at Toroso Asset Management, to the show. Michael is the author and publisher of the Lead-Lag Report. Michael discusses the differences between volatility and risk. Risk comes when you might have a permanent loss of capital, while volatility can usually be overcome with patience. It's essential to identify the weather that is coming in markets. Conditions are always changing, and you need to be aware of the trends. Michael feels we are heading toward a storm. The Fed has broken the bond market when they choose to buy up assets. Stocks and bonds may no longer be sufficient to diversify your portfolio. Fed policies have enabled prolific spending and an ever-increasing wealth gap. The argument today is that debt doesn't matter, but that will have unintended consequences. Today, there is a large degree of complacency surrounding the risks. European financials are looking horrendous. Lumber may be a warning sign of a weakening economy. The Fed has stated they will do whatever it takes to keep the equity markets propped up. Faith in the Fed will burst at some point, but that bubble will likely last for a while longer. More money is flowing into hedging assets like gold. Further weakness in commodities like oil, lumber, and energy could sign a coming storm for the global economy. He says, "Risk is always where you don't see it." Time Stamp References:0:00 - Introduction0:40 - Risk versus volatility.2:30 - Treasury markets.3:40 - Bonds and diversifying.4:50 - Money velocity, deflation vs inflation.6:40 - What inflation means to the Fed.7:40 - When will Faith in central banks fail.9:25 - Elections and possible risks.11:30 - Signals before the February crash.13:20 - Second guess "Don't fight the Fed"14:20 - Gold correlation to equities.15:30 - Inflation scenarios and gold.17:55 - Other precious metals.19:10 - Dividend yielding stocks in your portfolio. Talking Points From This Weeks Episode Differences between volatility and risk.The Fed, bonds, rates, excess debt, and consequences.Difficulty in increasing money velocity.Investor complacency around risk.Commodities and correlations. Guest Links:Website: https://www.leadlagreport.com/Website: http://torosoinv.com/Twitter: https://twitter.com/leadlagreport Michael A. Gayed, CFA is Portfolio Manager at Toroso Asset Management, an award winning author and publisher of The Lead-Lag Report. Michael is respected as an award-winning, results-oriented Investment Manager showcasing 15 years of successfully executing initiatives that result in significant revenue growth. He is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management. Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships that few tend to focus on. He is also an out-of-the-box thinker committed to strengthening organizations' financial performance through dedicated hard work and a passion for investing. He is a graduate of (Cum Laude) NYU Stern School of Business with a Double Major in Finance & Management and has a Bachelor of Science in Finance & Management. He is a Chartered Financial Analyst from the CFA Institute.

Marketplace Roundtable #91: The Lead-Lag Report's Michael Gayed Explains How He Uses ETFs To Crush The Market

Marketplace Roundtable

Play Episode Listen Later Sep 9, 2020 64:30

With his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly between a mix of stock and bond ETFs based on projections of short-term volatility. When not managing ATACX, Gayed runs The Lead-Lag Report at The Seeking Alpha Marketplace. Subscribers to The Lead-Lag Report receive daily detailed risk analysis reports that utilize the same proprietary data models Gayed uses to position ATAC Rotation, alongside tactical investment opportunities. With the VIX jumping from 22 to 32 in a little over a week and markets flailing, investors would do well to heed Gayed's central message: Ignore gathering storm clouds at your own peril. Show Notes 3:30 - How does the strategy underlying the ATAC Rotation Fund work and how did Michael come up with it? 10:45 - What has driven the impressive returns so far in 2020? 20:00 - Effect of the COVID-19 pandemic on investor sentiment 23:00 - The 2020 effect: Making sense of one of the craziest years for investors in recent memory 29:00 - Diagnosing the problem: The disease plaguing American capitalism? 41:00 - Fund basics: Why hold 4 different small-cap ETFs? What does the ETF selection process look like? 48:30 - 2,000% turnover: How do you tax manage a fund like this? 53:00 - The Lead-Lag Report: Michael's outlook for equities? 55:00 - Dos and Don'ts of the ETF screening process Learn more about your ad choices. Visit megaphone.fm/adchoices

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Finding Alpha: A Fund Manager Explains How He Uses ETFs To Crush The Market

Let's Talk ETFs

Play Episode Listen Later Sep 9, 2020 64:46 Transcription Available

With his ATAC Rotation Fund (ATACX) up 58% YTD, Michael Gayed explains how he uses historically proven leading indicators of volatility to generate outsized returns. ATAC Rotation employs a tactical risk-on, risk-off strategy that alternates weekly between a mix of stock and bond ETFs based on projections of short-term volatility. With the VIX jumping from 22 to 32 in a little over a week and markets flailing, investors would do well to heed Gayed's central message: Ignore gathering storm clouds at your own peril. Show Notes 3:30 - How does the strategy underlying the ATAC Rotation Fund work and how did Michael come up with it? 10:45 - What has driven the impressive returns so far in 2020? 20:00 - Effect of the COVID-19 pandemic on investor sentiment 23:00 - The 2020 effect: Making sense of one of the craziest years for investors in recent memory 29:00 - Diagnosing the problem: The disease plaguing American capitalism? 41:00 - Fund basics: Why hold 4 different small-cap ETFs? What does the ETF selection process look like? 48:30 - 2,000% turnover: How do you tax manage a fund like this? 53:00 - The Lead-Lag Report: Michael's outlook for equities? 55:00 - Dos and Don'ts of the ETF screening process

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Navigating the reflationary and deflationary forces - Michael Gayed talks with Alpha Trader

Alpha Trader

Play Episode Listen Later Aug 18, 2020 58:33 Transcription Available

This week's Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Seeking Alpha contributor and editor of The Lead-Lag Report, Michael Gayed. Gayed is also portfolio manager of the ATAC Rotation Fund, which has managed to walk between the raindrops in 2020, returning about 60% year-to-date. Prior to the wide-ranging interview with Gayed, Task and Alpher mull Friday afternoon's big news - the disclosure of a $500M stake in Barrick Gold (GOLD) by Berkshire Hathaway ([[BRK.A]], [[BRK.B]]), alongside major cuts in holdings of Wells Fargo (WFC), JPMorgan (JPM), and Goldman Sachs (GS). Warren Buffett, of course, has made no secret over the years of his disdain for investing in the yellow metal, and whether it was The Oracle himself, or Ted Weschler or Todd Combs who made the Barrick purchase remains to be seen. Nevertheless, the news lit a fire under Barrick and the gold miners (GDX) in general on Monday, not to mention maybe playing a role in lifting gold (XAUUSD:CUR) almost back to the $2K level. The ATAC Rotation Fund is highly tactical and designed for low correlation with broader markets - rotating into Treasurys when indicators point to high volatility, and into equities with leverage when indicators point to low volatility. The fund's signals got it into Treasurys in late January and back into equities in late March - hence, the big gains in 2020. Key to the indicators - the behavior of utilities (XLU) and long-dated Treasurys (TLT). And what are those indicators saying now? It's a bit cloudy, says Gayed, noting the absolute yields of Treasurys suggests deflationary pressure, but the underperformance of the utility sector suggests reflationary pressure. In the short term, at least, Gayed suspects the reflationary forces will win out. There's plenty more, including the growing chance of a major selloff in Treasurys, why we should pay attention to the soaring price of lumber, and how Gayed might position his fund for a "two crash" scenario. Finally, we get into Gayed's recent article, "The Greatest Disconnect Between Stocks And The Economy Continues," and how COVID-19 has exposed capitalism's weaknesses. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher

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138: Greta Gerwig Coulda Gayed It Up

Way Too Broad

Play Episode Listen Later Jun 13, 2020 112:53

This week we start with a long discussion about the white cultural awakening to structural racism that we seem to be seeing in this moment and all of the work that we as white people need to do to address it. Then we share like twice as many obsessions as usual because it's just been that kind of week(s), y'all. It's a long ep but it's honestly one of my favorites! I hope you listen to it all! HOMEWORK: - The Adaway Group Whiteness at Work webinar - Recent NY Times op-ed by Mariame Kaba who Ben mentioned - Chenjerai Kumanyika interviews Ruth Wilson Gilmore on prison abolition on this week's 2-part Intercepted Podcast - Listen to Seeing White from Scene On Radio (Season 2) on Spotify - Listen to Sammy Rae - Watch 13th, When They See Us, and Gilmore Girls on Netflix - Read up on the CHAZ - Play The Outer Worlds - Read So You Want to Talk About Race by Ijeoma Oluo - CALL US AND TELL US YOUR OBSESSION! 774-326-0420 - Follow @Nicelyprovedben, @Hanthropology, and @TooBroadPod on Twitter - Watch Ben on twitch.tv/discogreg - Watch Erin on twitch.tv/discodiscogregjustone - Watch Hannah on twitch.tv/hanthropology - Follow WayTooBroad on IG - Email us at waytoobroad@gmail.com - Listen to So Dreamy - Visit ernbrn.com - www.waytoobroad.com for anything you want - www.ernben.com for anything you need - queerworksmap.com - Please leave us a rating/review on Apple Podcasts or wherever you're listening!

Time to get tactical - Michael Gayed on Alpha Trader

Alpha Trader

Play Episode Listen Later Apr 21, 2020 28:17 Transcription Available

With hosts Aaron Task and Stephen Alpher taking the week off, this week's Alpha Trader features Seeking Alpha Marketplace head Daniel Shvartsman chatting with Michael Gayed of the Lead-Lag Report. The question at hand, asks Gayed: Is the Fed going to win in its fight against the massive deflationary forces facing the economy? Gayed thinks not. Instead, he believes we're in a perpetual period of lower rates, disinflation, and market volatility. It's time for investors to get "tactical," he says.

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Tax Time with Sylvia Gayed, Manhattan Tax & Accounting

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Play Episode Listen Later Feb 21, 2020 60:00

We have a returning guest this morning, Sylvia Gayed, Founder and CEO of Manhattan Tax & Accounting. The firm's areas of specialty include individual, corporate, partnership and LLC tax preparation; tax planning; business formation; bookkeeping; and payroll services. After graduating from college with a bachelor's degree in finance and accounting, Sylvia worked at Universal Music Group and then at Deloitte, a BIG 4 worldwide accounting firm, before opening her own company. With tax season just around the corner, now is the time to start planning, and this morning, Sylvia is going to give us a few tips on preparing for April 15 and bring us up to date on new tax laws. =+=+=+=+=+=+ To Find Out More about the two show hosts of The South Bay Show read on: Jackie Balestra features a comprehensive selection of things to do, places to go and people to know in the South Bay.to learn more visit http://www.SouthbayByJackie.com To Find Out More about Joe Terry visit https://www.MasternodeConsulting.com/about What's Happening in the South Bay, South Bay, Hermosa Beach, Manhattan Beach, Redondo Beach, The South Bay Show, Los Angeles, California, Current Events Calendar, Torrance, El Segundo, Palos Verdes

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Marketplace Roundtable #65: Michael Gayed On The Coming Reflation

Marketplace Roundtable

Play Episode Listen Later Jan 6, 2020 22:32

This week’s episode features a discussion with Michael Gayed, author of the Lead-Lag Report on the Seeking Alpha Marketplace. Michael has been writing on Seeking Alpha since 2007 – a full-cycle contributor, you can say – and has been a regular on CNBC, Real Vision, and other outlets for a long time. Inflation expectations have bottomed out, argues Gayed, and if reflation is the theme going forward, that means good things for some lagging equity sectors - notably financials (XLF), emerging markets ([[EEM]], [[VWO]]), and commodities like energy (XLE). On the flip side, reflation would mean just the opposite not just for bonds (TLT), but for anything yield sensitive - REITs ([[IYR]],[[VNQ]]) come to mind. The government needs inflation, says Gayed, to ease the burden of the many trillions in debt it owes. The Federal Reserve needs it as well, he contends, to allow it the room to raise interest rates from still-extreme low levels that it might have the space to ease during the next downturn. When reading economic tea leaves, sometimes simple is best. The average home contains massive amounts of lumber, says Gayed. Thus lumber prices can be fairly directly connected to expectations for the future of construction and housing. And if you can figure what's going to happen with construction and housing, you've probably got a pretty good idea of what's going to happen with the economy. For the moment, the action in lumber (up big over the last few months) is giving Gayed confidence in his reflation theme. Learn more about your ad choices. Visit megaphone.fm/adchoices

Alpha Trader #12 - The coming reflation: Michael Gayed talks with Alpha Trader

Alpha Trader

Play Episode Listen Later Dec 31, 2019 22:47 Transcription Available

Alpha Trader concludes its first season with an interview of Michael Gayed, a prolific and well-followed Seeking Alpha contributor, and also the editor of The Lead-Lag Report. Inflation expectations have bottomed out, argues Gayed, and if reflation is the theme going forward, that means good things for some lagging equity sectors - notably financials (XLF), emerging markets ([[EEM]], [[VWO]]), and commodities like energy (XLE). On the flip side, reflation would mean just the opposite not just for bonds (TLT), but for anything yield sensitive - REITs ([[IYR]],[[VNQ]]) come to mind. The government needs inflation, says Gayed, to ease the burden of the many trillions in debt it owes. The Federal Reserve needs it as well, he contends, to allow it the room to raise interest rates from still-extreme low levels that it might have the space to ease during the next downturn. When reading economic tea leaves, sometimes simple is best. The average home contains massive amounts of lumber, says Gayed. Thus lumber prices can be fairly directly connected to expectations for the future of construction and housing. And if you can figure what's going to happen with construction and housing, you've probably got a pretty good idea of what's going to happen with the economy. For the moment, the action in lumber (up big over the last few months) is giving Gayed confidence in his reflation theme.

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Experts see the bull market as having 'health issues'

Money Life with Chuck Jaffe

Play Episode Listen Later Jul 31, 2019 58:53

Michael Gayed of the Lead-Lag Report said that the market's reaction to today's anticipated Federal Reserve rate cut could show how long the bull market can continue. He noted that if the Fed steps in but there is no steepening of the yield curve, it's a problem because central-bank actions -- both domestically and abroad -- are not going to normalize long-term bond yields. That's a sign that the bull market is not healthy, Gayed said. Likewise, in the Market Call, Mark Yusko of Morgan Creek Capital Management noted that he is looking to get into the few market areas that are on sale and unloved, and he noted in 'Hold It or Fold It' that he would be leaving momentum in favor of a bear-market fund because of his concerns for the market's health. Also on the show, Michael Policar and Jimmy Hausberg of HighTower Advisors discuss a case of a consumer looking to make an allocation change because the market's health makes them nervous, and Jill Gonzalez of WalletHub talks about how consumers should react to the Capital One data breach.

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Starting Over: All Gayed Out

Hand Picked Flowers

Play Episode Listen Later Jun 25, 2019 44:13

This episode's Flower guest walks us through their transformation and journey about coming out. Listen in as Stephanie explains how parts of herself and parts of her life wasn't truly aligned until she figured out how to be true to herself. An incredible reminder to find YOU, and that it is okay to keep starting over until you do.

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Sylvia Gayed, Tax Season Prep

The Good Practice Podcast

Play Episode Listen Later Jan 11, 2019 61:00

We have a returning guest this morning, Sylvia Gayed, Owner of Manhattan Tax & Accounting. Sylvia has more than 15 years of experience in tax and accounting. After earning a BS degree with an emphasis in finance and accounting, she worked as a financial analysist and was hired by Deloitte Consulting as a controller. She opened Manhattan Tax & Accounting in 2005 to provide various accounting services including individual, business, corporate and LLC tax preparation, tax planning, bookkeeping, payroll and business incorporation. Sylvia has distinguished herself as a one-stop accounting firm handling all her client's tax and accounting needs. With tax season just around the corner, now is the time to start planning, and this morning, Sylvia is going to give us a few tips on preparing for April 15. =+=+=+=+=+=+ To Find Out More about the two show hosts of The South Bay Show read on: Jackie Balestra features a comprehensive selection of things to do, places to go and people to know in the South Bay.to learn more visit http://www.SouthbayByJackie.com To Find Out More about Joe Terry visit https://www.MasternodeConsulting.com/about What's Happening in the South Bay, Hermosa Beach, Manhattan Beach, Redondo Beach, The South Bay Show, Los Angeles, California, Current Events, Calendar, Torrance, El Segundo, Palos Verdes

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117 — Do we have evidence for training's impact?

Play Episode Listen Later Oct 16, 2018 39:16

Around the globe, billions are spent on workplace training. Some people even do it for a living. But does it have an impact on performance? On this week's GoodPractice Podcast, Ross G and Owen are joined by McDonald's Kevin M. Yates to discuss. If you'd like to share your thoughts on this episode, you can find us on Twitter @RossGarnerGP, @OwenFerguson and @KevinMYates. To find out more about GoodPractice, visit goodpractice.com or tweet us @GoodPractice or @GoodPracticeAus. You can find out more about Kevin at kevinmyates.com. Contact Kevin at kevin@kevinmyates.com for a free copy of 10 Questions that Forecast Training's Impact. The study Ross cited was: Milligan-Saville, J. S., Tan, L., Gayed, A., Barnes, C., Madan, I., Dobson, M., ... & Harvey, S. B. (2017). Workplace mental health training for managers and its effect on sick leave in employees: a cluster randomised controlled trial. The Lancet Psychiatry, 4(11), 850-858. The book Owen recommended was Turn the Ship Around! by L. David Marquet, available at: https://www.amazon.co.uk/Turn-Ship-Around-Building-Breaking/dp/1591846404 The book Ross recommended was The Consolations of Physics by Tim Radford, available at: https://www.amazon.co.uk/Consolations-Physics-Wonders-Universe-Happy/dp/1473658160

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Gayed: Stay in May, keep your stocks in play.

Money Life with Chuck Jaffe

Play Episode Listen Later May 24, 2018 58:29

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111: Gayed Magnets

Lez Hang Out | A Lesbian Podcast

Play Episode Listen Later Feb 5, 2018 40:50

Leigh and Ellie discuss the mysterious force we like to call gay magnetism that brings us together even when we don't necessarily know we're gay yet, gaydar and how to tell if a girl is queer or not. Follow along on Twitter: Lez Hang Out (@lezhangoutpod) and answer our Q & Gay at the end of every episode. Leigh Holmes Foster (@lshfoster) and Ellie Brigida (@elliebrigida). You can also join us on Facebook.com/lezhangoutpod and Instagram (@lezhangoutpod). See acast.com/privacy for privacy and opt-out information.

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TPT#213 - I Just Gayed So Hard

TransPanTastic: Transgender parenting, work, marriage, transition, and life!

Play Episode Listen Later Apr 8, 2017 30:37

When We Rise is a docudrama miniseries, in four double-episodes, that highlights specific leaders in, and key moments of, the American historical struggle for LGBTQIA+ equality. After watching it, we reminisced about our own experiences as we lived through many of the events that were explored in the show, and how George's experiences with the Gay and Lesbian communities in his young adulthood were shaped by his gender, even in egg mode. You can watch When We Rise at http://abc.go.com/shows/when-we-rise. We are here to share our entire intersectional experience with anyone who finds it beneficial, but we want to know what you connect with the most. You can let us know by clicking to a one-question anonymous survey at vote.pollcode.com/32371374. If you have a request/suggestion that isn't listed, comment! We can be found online at TransPanTastic.net, you can email us at TransPanTastic@gmail.com, and "TransPanTastic" is searchable on most social networks. We would love to hear from you, so let us know what you think or what you want to hear about!

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Godzilla 2014 - Movie Review

Play Episode Listen Later May 31, 2014 16:10

Entry number 2 into the summer movie season comes in the ginormous form of the King of Monsters himself - Godzilla. Gareth Edwards takes on the task of re-booting a franchise that was slaughtered by... Movies, Games, Comics, Tv!!!

Captain America 2 : The Winter Soldier - Movie Review

Play Episode Listen Later May 30, 2014 17:57

Phase 2 of the Marvel’s Avengers series is truly well underay. After the underwhelming efforts that were Thor 2 and Iron Man 3 - would the First Avenger bring back hope to aficionados with his second... Movies, Games, Comics, Tv!!!

The MGCTv Debate: Fantastic Four Casting

Play Episode Listen Later Mar 5, 2014 30:46

Ladies and Germs!! Prepare for an absolute corker of a ‘cast putting the “C” back in MGCTv - thats right! Prof Marvel’s fanboy rage following the announcement of the principal cast for the Fantastic... Movies, Games, Comics, Tv!!!

The Walking Dead - Mid Season Review

Play Episode Listen Later Feb 10, 2014 24:28

The Walking Dead Season 4 resumed last sunday (2 days ago on the 9th). But what you guys DIDN’T know was that Arcturus joined fellow ‘casters across the pond Geek Soul Brother & The Private to... Movies, Games, Comics, Tv!!!

I, Frankenstein - Movie Review

Play Episode Listen Later Feb 5, 2014 19:22

Objective: Taking the bullet so you don’t have to. Status: Achieved. You’re welcome. Casualties: Arcturus, TheBeast, BillyQuick. Movies, Games, Comics, Tv!!!

Wolf of Wall Street - Movie Review

Play Episode Listen Later Jan 30, 2014 17:45

We are at the end of January and Scorsese’s latest opus still rules the UK box office. MGCTv jump back onto the podcasting horse and bring you a review. Arcturus, TheBeast and Prof Marvel watched... Movies, Games, Comics, Tv!!!

ARROW - Mid season assessment!!

Play Episode Listen Later Jan 12, 2014 22:22

Arrow returns to the small screens of our American friends this week while we have to wait in the UK for at least another month!! Recorded just before the holidays and now out just in time is a... Movies, Games, Comics, Tv!!!

The B.A.N.G Show - A Lost episode

Play Episode Listen Later Dec 20, 2013 21:28

Ladies and gents - as you all undoubtedly race back to your various homes to be with your families for the festive period - allow us to present you with a BANG show recorded sometime recently - can... Movies, Games, Comics, Tv!!!

MGCTv - The Hunger Games: Catching Fire - Review

Play Episode Listen Later Dec 3, 2013 18:12

The MGCTv late night screening last week was “Hunger Games: Catching Fire”. Arcturus & TheBeast sans BillyQuick headed down to the Kingston IMAX to watch the latest in franchise juggernauts to... Movies, Games, Comics, Tv!!!

The B.A.N.G Show - Gravity abounds!

Play Episode Listen Later Nov 14, 2013 37:47

The BANG show returns!! Join Arcturus, BillyQuick & TheBeast as they attempt to discuss the UK box office top 5, movie news and upcoming releases...”ATTEMPT” being the operative word as they get... Movies, Games, Comics, Tv!!!

Gravity - Movie Review

Play Episode Listen Later Oct 24, 2013 17:00

Not to be dissuaded by the disparity in release dates between the Old and New world...MGCTv decided to get Mark & Laura’s take on Alfonso Cuaron’s latest opus. With TheBeast officiating the... Movies, Games, Comics, Tv!!!

Blue Jasmine - Movie Review

Play Episode Listen Later Oct 21, 2013 14:51

Woody Allen’s latest project was released stateside in mid-summer, and eventually made its way onto British soil a fortnight ago just as the Autumn enters its final throes....So Arcturus & Mark... Movies, Games, Comics, Tv!!!

RUSH - Movie review

Play Episode Listen Later Sep 30, 2013 20:45

A welcome entry to the autumn/fall movie season - Ron Howard’s RUSH has generally been well received in Europe amongst the Formula 1 cognoscenti and general audiences. Arcturus & BillyQuick are... Movies, Games, Comics, Tv!!!

R.I.P.D - Movie Review

Play Episode Listen Later Sep 29, 2013 16:09

Late to these sunny shores - RIPD finally lands and tries to make a splash in the UK box office. The trailers gave us all the impression that this amounted to little more than a MIB re-imagining.... Movies, Games, Comics, Tv!!!

RIDDICK - Movie Review

Play Episode Listen Later Sep 9, 2013 19:52

Completion of a trilogy? Arcturus & BillyQuick certainly hope not!! Director David Twohy teams up with Vin Diesel once more after 8 years to bring back our favourite sci-fi anti-hero of recent... Movies, Games, Comics, Tv!!!

KICK-ASS 2 - Movie Review