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Michael A. Gayed, CFA

@leadlagreport • 772,659 subscribers

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

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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 görüntüleme

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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.

🎬 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.

Michael A. Gayed, CFA

349,415 görüntüleme • 1 ay önce

I mentioned the Godzilla Margin Call on CNBC. Few.

I mentioned the Godzilla Margin Call on CNBC. Few.

Michael A. Gayed, CFA

71,623 görüntüleme • 29 gün önce

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

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

Michael A. Gayed, CFA

565,055 görüntüleme • 9 ay önce

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. 🐹

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. 🐹

Michael A. Gayed, CFA

114,611 görüntüleme • 1 ay önce

Some sacrifices don’t come with headlines. They come with an empty chair at dinner. A letter on the porch. A goodbye at the door that has to hold you for months. To every family serving in silence, thank you. We see you. We remember you. We are grateful. I wrote this for you.

Some sacrifices don’t come with headlines. They come with an empty chair at dinner. A letter on the porch. A goodbye at the door that has to hold you for months. To every family serving in silence, thank you. We see you. We remember you. We are grateful. I wrote this for you.

Michael A. Gayed, CFA

56,260 görüntüleme • 1 ay önce

🚨 GLOBAL RE-RELEASE 🚨 GODZILLA MARGIN CALL — Club EDM Edition The reverse carry trade has a soundtrack now. Cheap yen. Big drops. Bigger unwind. Hamsters dancing. Godzilla lurking. You know how this ends. I WROTE THIS FOR YOU SO SHOW LOVE. Turn it up. 🎧🦖📉

🚨 GLOBAL RE-RELEASE 🚨 GODZILLA MARGIN CALL — Club EDM Edition The reverse carry trade has a soundtrack now. Cheap yen. Big drops. Bigger unwind. Hamsters dancing. Godzilla lurking. You know how this ends. I WROTE THIS FOR YOU SO SHOW LOVE. Turn it up. 🎧🦖📉

Michael A. Gayed, CFA

45,653 görüntüleme • 1 ay önce

On a more serious note, if you are struggling and suffering, trying to fight for your dreams, I want you to know you are not alone. You’re not falling apart, you’re closer than it feels. I wrote this song for you. And for me. Let me know what you think.

On a more serious note, if you are struggling and suffering, trying to fight for your dreams, I want you to know you are not alone. You’re not falling apart, you’re closer than it feels. I wrote this song for you. And for me. Let me know what you think.

Michael A. Gayed, CFA

30,072 görüntüleme • 28 gün önce

Dedicated to those who do not relent. It’s harder because you’re getting closer. I wrote this song for anyone in the middle of the grind, wondering if any of it matters. It does. You’re closer than it feels. Turn it up.

Dedicated to those who do not relent. It’s harder because you’re getting closer. I wrote this song for anyone in the middle of the grind, wondering if any of it matters. It does. You’re closer than it feels. Turn it up.

Michael A. Gayed, CFA

44,415 görüntüleme • 1 ay önce

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

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

Michael A. Gayed, CFA

66,201 görüntüleme • 2 ay önce

THE WORLDWIDE RELEASE. A beautiful acoustic rendition of "Godzilla Margin Call." Featuring hamsters on Bloomberg-linked treadmills, a balanced yen coin, and a very disappointed prime broker. Sound on. Reverse carry never sounded so good.

THE WORLDWIDE RELEASE. A beautiful acoustic rendition of "Godzilla Margin Call." Featuring hamsters on Bloomberg-linked treadmills, a balanced yen coin, and a very disappointed prime broker. Sound on. Reverse carry never sounded so good.

Michael A. Gayed, CFA

42,943 görüntüleme • 1 ay önce

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.

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

136,945 görüntüleme • 6 ay önce

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.

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

158,649 görüntüleme • 9 ay önce

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

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

Michael A. Gayed, CFA

149,837 görüntüleme • 9 ay önce

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.

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.

Michael A. Gayed, CFA

45,757 görüntüleme • 2 ay önce

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?

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?

Michael A. Gayed, CFA

46,555 görüntüleme • 2 ay önce

The "store of value" winner YTD? Not Bitcoin. Not gold. Long-duration Treasuries. Despite every headline about rates rising and U.S. debt vulnerability — TLT has quietly outperformed. My take on CNBC:

The "store of value" winner YTD? Not Bitcoin. Not gold. Long-duration Treasuries. Despite every headline about rates rising and U.S. debt vulnerability — TLT has quietly outperformed. My take on CNBC:

Michael A. Gayed, CFA

39,731 görüntüleme • 2 ay önce

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.

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

79,759 görüntüleme • 6 ay önce