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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 )

Shorts

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 次观看

Japan’s bond yields be like

Japan’s bond yields be like

16,344 次观看

Me watching deregulation and free markets be like

Me watching deregulation and free markets be like

11,812 次观看

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.

🎬 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

308,280 次观看 • 7 天前

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

102,329 次观看 • 3 天前

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

564,213 次观看 • 7 个月前

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 次观看 • 1 个月前

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 次观看 • 27 天前

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.

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.

Michael A. Gayed, CFA

41,304 次观看 • 26 天前

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

46,540 次观看 • 1 个月前

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

128,818 次观看 • 4 个月前

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.

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.

Michael A. Gayed, CFA

25,261 次观看 • 25 天前

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

158,625 次观看 • 7 个月前

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

149,404 次观看 • 7 个月前

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)

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 次观看 • 1 年前

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.

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 次观看 • 11 个月前

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 次观看 • 5 个月前

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.

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

77,751 次观看 • 5 个月前

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.

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

67,583 次观看 • 4 个月前

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.

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

65,619 次观看 • 5 个月前

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

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

Michael A. Gayed, CFA

11,983 次观看 • 23 天前

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.

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 次观看 • 7 个月前