Michael Gayed, Portfolio Manager of Tidal Financial Group, warns of a credit crisis that could come from Japan.
*This video was recorded on August 1, 2023
FOLLOW MICHAEL GAYED:
Twitter (@leadlagreport): [ Ссылка ]
The Lead-Lag report: [ Ссылка ]
YouTube channel: [ Ссылка ]
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): [ Ссылка ]
TikTok (@davidlin_TV): [ Ссылка ]
Instagram (@davidlin_TV): [ Ссылка ]
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:46 - Credit event
5:50 - Credit spreads
8:50 - Yen
10:50 - BoJ policy
12:35 - Domino effect
17:00 - Inflation in Japan
19:58 - Fed policy
22:30 - Yen carry trade
24:00 - Market melt-up
26:38 - Global credit
29:49 - Investment implications
35:00 - Lead Lag Report
#investing #stocks #trading
