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Michael Gayed (@leadlagreport), Portfolio Manager of Tidal Financial Group, discusses the
"currency crisis" that is already here, and what happens next to markets.

*This video was recorded on April 15, 2024

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0:00 - Intro
1:30 - Market reaction to Middle East war
6:00 - Treasuries sell-off
6:55 - Gold is sending a warning
8:21 - Yields vs stocks
12:30 - Collapsing stocks and wealth effect
15:48 - Gold vs. Bitcoin
18:20 - Where is the "safe" asset?
20:31 - Currency crisis is here
23:30 - Small vs. large caps
24:45 - Lumber-gold ratio
27:07 - Credit event
29:44 - Asset class correlations
33:07 - Housing
35:33 - Nuclear war
37:55 - Biden vs. Trump and markets
39:50 - Lead-Lag Report

#investing #stocks #economy