Michael A. Gayed, CFA

@leadlagreport • 771,664 subscribers

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

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Michael A. Gayed, CFA

Shorts

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

Japan’s bond yields be like

Me watching deregulation and free markets be like

Videos

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🎬 WORLDWIDE PREMIERE — GODZILLA MARGIN CALL. A 5-minute music video about the reverse carry trade. My greatest achievement. This is Billboard 100 shit. Sound on.

They will FUCKING CRASH STOCKS TO SAVE BONDS AND JAPAN IS THE CATALYST. My no holds barred interview yesterday talking Yen, Japan, AI, bonds, credit, hamsters, Godzilla Margin Call, and more. Watch this. 🐹

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

We are closer than ever. Forgive me. Please. Forgive me.

S&amp;P 500 is just an AI idiosyncratic index now. On CNBC I said small caps — U.S. and global — are due for a cycle where they outperform on a relative basis. Even while the headline averages go down.

Please I implore each and every one of you. For all that is sacred and holy in this world. I implore you to bookmark this educational video I made about Japan and the reverse carry trade. I put my heart and soul into this. It's so incredibly meaningful to me. Please watch.

They have no fucking choice. You are about to understand this. 2 years wrong. 10 years right. The annoying as fuckedness - can you feel it?

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.

I wrote a song. Then I turned it into a cinematic music video about Japan, the BOJ, and the reverse carry trade. A Hamster. A sleeping Godzilla. A red string of fate that always snaps. Rate hikes were too little, too late. A beautiful touching tribute. Listen, like, repost.

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.

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

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.

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.

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.

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.

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.

From my conversation with Daniel Santiago of State Street: AI's Real-World Infrastructure: Powering the Future Economy Full episode: #SectorETFs #SPDR

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.

S&P 500 is just an AI idiosyncratic index now. On CNBC I said small caps — U.S. and global — are due for a cycle where they outperform on a relative basis. Even while the headline averages go down.