The Fed's Arrogance
Michael Gayed, portfolio manager at Pension Partners and author of the Lead-Lag Report, explains why he sees the Fed’s decision to cut interest rates as a mistake. In this interview with Jake Merl, Gayed highlights the knock-on effects of central bank policy, reiterates his thesis on reflation, and discusses how traders and investors should position themselves in the current market environment. Filmed on August 1, 2019.
Guest Name
Michael Gayed
Anchor Name
Jake Merl
Keywords Name
Federal Funds Rate, Central Banks, Fed, Monetary policy, The Fed, Federal Reserve, Michael Gayed, Dovish Fed, Pension Partners, Lead-Lag Report
Show Name
Trade Ideas
