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Michael A. Gayed, CFA

@leadlagreport • 770,874 subscribers

Portfolio Manager of The Free Markets ETF ( $FMKT ), The ATAC Credit Rotation ETF ( $JOJO ), & The ATAC Rotation Fund ( $ATACX )

Shorts

Trade war between Trump and China explained.

Trade war between Trump and China explained.

444,744 views

Powell to Trump on the Federal investigation explained. Like and repost if you understand this.

Powell to Trump on the Federal investigation explained. Like and repost if you understand this.

39,624 views

Japan’s bond yields be like

Japan’s bond yields be like

16,344 views

Bulls the last 6 weeks be like

Bulls the last 6 weeks be like

14,608 views

Me watching deregulation and free markets be like

Me watching deregulation and free markets be like

11,812 views

Videos

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Goodnight XRP army. I wrote this song. It's yours now.
4:55
leadlagreport's profile picture

Goodnight XRP army. I wrote this song. It's yours now.

Michael A. Gayed, CFA

562,670 views • 6 months ago

You should watch this. They will fucking crash everything to save bonds.
29:49
leadlagreport's profile picture

You should watch this. They will fucking crash everything to save bonds.

Michael A. Gayed, CFA

325,212 views • 3 months ago

Wrote this in one of the darkest chapters of my life. Re-released today. I see you standing there, you’re sinking fast. I don’t know how long you’re gonna last. You hold your head up high for one last chance But I don’t know what to do to save you.
4:08
leadlagreport's profile picture

Wrote this in one of the darkest chapters of my life. Re-released today. I see you standing there, you’re sinking fast. I don’t know how long you’re gonna last. You hold your head up high for one last chance But I don’t know what to do to save you.

Michael A. Gayed, CFA

21,526 views • 8 days ago

A geopolitical shock in the Middle East could trigger one of the most dangerous forces in global finance. The reverse Yen carry trade. Here's how. Few.
5:54
leadlagreport's profile picture

A geopolitical shock in the Middle East could trigger one of the most dangerous forces in global finance. The reverse Yen carry trade. Here's how. Few.

Michael A. Gayed, CFA

128,517 views • 3 months ago

BREAKING: JAPAN YIELDS SURGE, BITCOIN COLLAPSES, AND STOCK FUTURES TURN RED AS GAYED'S INNER ANNOYING AS FUCKEDNESS GROWS. LIKE AND REPOST IF YOU UNDERSTAND THIS.
1:53
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BREAKING: JAPAN YIELDS SURGE, BITCOIN COLLAPSES, AND STOCK FUTURES TURN RED AS GAYED'S INNER ANNOYING AS FUCKEDNESS GROWS. LIKE AND REPOST IF YOU UNDERSTAND THIS.

Michael A. Gayed, CFA

158,574 views • 6 months ago

It's time. It's time XRP army. I wrote this song. It's yours now.
4:54
leadlagreport's profile picture

It's time. It's time XRP army. I wrote this song. It's yours now.

Michael A. Gayed, CFA

148,144 views • 5 months ago

You should watch this. AI prevented the credit event in 2023. AI may be THE credit event in 2026. From the reason for the bull market, to the catalyst for the bear. And yeah - THEY WILL CRASH STOCKS TO SAVE BONDS AND AI IS DEFLATIONARY. Few.
1:48
leadlagreport's profile picture

You should watch this. AI prevented the credit event in 2023. AI may be THE credit event in 2026. From the reason for the bull market, to the catalyst for the bear. And yeah - THEY WILL CRASH STOCKS TO SAVE BONDS AND AI IS DEFLATIONARY. Few.

Michael A. Gayed, CFA

79,425 views • 3 months ago

Godzilla didn't destroy Tokyo. The carry trade might. $20 trillion. Zero rates. 20 years. Global leverage nobody talks about. August 2024 was a preview. The $VIX hit 65. I made this to explain why. And the conclusion is critical. Few.
6:00
leadlagreport's profile picture

Godzilla didn't destroy Tokyo. The carry trade might. $20 trillion. Zero rates. 20 years. Global leverage nobody talks about. August 2024 was a preview. The $VIX hit 65. I made this to explain why. And the conclusion is critical. Few.

Michael A. Gayed, CFA

67,220 views • 3 months ago

I was public about my health transformation losing 100 pounds and saving my body. Now I am public about saving my soul and finding my way back to Christ. For those on the journey back to Him, I wrote this song. Hold on and overcome. God will repay you.
5:34
leadlagreport's profile picture

I was public about my health transformation losing 100 pounds and saving my body. Now I am public about saving my soul and finding my way back to Christ. For those on the journey back to Him, I wrote this song. Hold on and overcome. God will repay you.

Michael A. Gayed, CFA

77,707 views • 3 months ago

How do you invest with everything going on between Israel and Iran? The simplest answer is usually the right one – energy, Gold, and Bitcoin. Check out my recent CNBC appearance discussing that alongside deregulation, and why The Free Markets ETF (Ticker: $FMKT), the first ETF specifically designed to capture value from deregulation—is allocated to all three. 🧵 (1/10)
3:05
leadlagreport's profile picture

How do you invest with everything going on between Israel and Iran? The simplest answer is usually the right one – energy, Gold, and Bitcoin. Check out my recent CNBC appearance discussing that alongside deregulation, and why The Free Markets ETF (Ticker: $FMKT), the first ETF specifically designed to capture value from deregulation—is allocated to all three. 🧵 (1/10)

Michael A. Gayed, CFA

211,679 views • 11 months ago

Check out my latest appearance on Fox Business with Charles Payne talking financials, the Fed, and The Free Markets ETF ( $FMKT ) - the first ever fund focused on investing in stocks that benefit from deregulation.
5:16
leadlagreport's profile picture

Check out my latest appearance on Fox Business with Charles Payne talking financials, the Fed, and The Free Markets ETF ( $FMKT ) - the first ever fund focused on investing in stocks that benefit from deregulation.

Michael A. Gayed, CFA

182,266 views • 10 months ago

Gold will collapse next. This clip explains it. How'd I do?
2:06
leadlagreport's profile picture

Gold will collapse next. This clip explains it. How'd I do?

Michael A. Gayed, CFA

171,615 views • 1 year ago

Nearly 2 years ago. This is the original long form video I made explaining Japan and the reverse carry trade. The thesis that everyone who insulted me personally is now repeating. Early? Wrong? I don't give a fuck. I will be proven right. Watch the video. Repost. FUCKED.
14:43
leadlagreport's profile picture

Nearly 2 years ago. This is the original long form video I made explaining Japan and the reverse carry trade. The thesis that everyone who insulted me personally is now repeating. Early? Wrong? I don't give a fuck. I will be proven right. Watch the video. Repost. FUCKED.

Michael A. Gayed, CFA

56,082 views • 4 months ago

Maybe I'm just taking on a different point of view. It will all make sense soon XRP army. I wrote this song. It's yours now.
4:18
leadlagreport's profile picture

Maybe I'm just taking on a different point of view. It will all make sense soon XRP army. I wrote this song. It's yours now.

Michael A. Gayed, CFA

75,316 views • 5 months ago

Dear Father in heaven, I’m not a praying man but if you’re up there and you can hear me show me the way. I’m at the end of my rope. Show me the way. AI will never come close to this. Never. Like and repost if you understand this.
0:42
leadlagreport's profile picture

Dear Father in heaven, I’m not a praying man but if you’re up there and you can hear me show me the way. I’m at the end of my rope. Show me the way. AI will never come close to this. Never. Like and repost if you understand this.

Michael A. Gayed, CFA

71,205 views • 5 months ago

My father describing the entire fucking stock market today in the mid-1980s. I miss him. I hear him now.
2:30
leadlagreport's profile picture

My father describing the entire fucking stock market today in the mid-1980s. I miss him. I hear him now.

Michael A. Gayed, CFA

118,166 views • 1 year ago

Goodnight XRP army. Time to learn how to be the man. I wrote this song. It's yours now.
4:45
leadlagreport's profile picture

Goodnight XRP army. Time to learn how to be the man. I wrote this song. It's yours now.

Michael A. Gayed, CFA

53,482 views • 5 months ago

Check out fellow Portfolio Manager Hal Lambert talking about The Free Markets ETF (Ticker: $FMKT) on Fox Business’ VARNEY & CO program. He outlines the theme and why now is an opportune time to invest in deregulation.
3:15
leadlagreport's profile picture

Check out fellow Portfolio Manager Hal Lambert talking about The Free Markets ETF (Ticker: $FMKT) on Fox Business’ VARNEY & CO program. He outlines the theme and why now is an opportune time to invest in deregulation.

Michael A. Gayed, CFA

89,869 views • 11 months ago

Silver is acting like a crisis asset again. And that should terrify you. Shortages, manipulation, and distrust in governments. To the Silver Bugs, I wrote this song. It's yours now.
4:24
leadlagreport's profile picture

Silver is acting like a crisis asset again. And that should terrify you. Shortages, manipulation, and distrust in governments. To the Silver Bugs, I wrote this song. It's yours now.

Michael A. Gayed, CFA

44,526 views • 5 months ago

2 years ago I was 100 pounds heavier, weak, and suffering from high function depression. Now I’m the strongest I’ve ever been. On vacations people don’t want to workout. You should. Time doesn’t give a fuck if you’re on vacation. Get after it. No one will save you.
0:31
leadlagreport's profile picture

2 years ago I was 100 pounds heavier, weak, and suffering from high function depression. Now I’m the strongest I’ve ever been. On vacations people don’t want to workout. You should. Time doesn’t give a fuck if you’re on vacation. Get after it. No one will save you.

Michael A. Gayed, CFA

86,285 views • 1 year ago