Bonds: The Mother of All Bubbles

Sep 24, 2019 • Duration: 00:08:27 • Topic: Michael Gayed, Fed, Real Vision, Bonds, Lead-Lag Report, Reflation, Investing, QE, Pension Partners, Federal Reserve, Economics, Finance, Yield Curve, Quantitative Easing, Interest Rates, Markets

Michael Gayed, CFA, portfolio manager at Pension Partners and author of the Lead-Lag Report, updates his thesis on reflation, and reviews where he thinks the yield curve is headed next. In this interview with Jake Merl, Gayed breaks down the Fed’s decision to cut interest rates, highlights why more quantitative easing may prove bearish for bonds, and notes which sectors should outperform in the months to come. Filmed on September 23, 2019.

Guest Name

Michael Gayed

Anchor Name

Jake Merl

Keywords Name

Michael Gayed, Fed, Real Vision, Bonds, Lead-Lag Report, Reflation, Investing, QE, Pension Partners, Federal Reserve, Economics, Finance, Yield Curve, Quantitative Easing, Interest Rates, Markets

Show Name

Trade Ideas