Lumber:Gold Ratio, Crypto, Market Bubble, and more w/ Michael A. Gayed, CFA
In this episode, Shamus Madan interviews Michael A. Gayed, discussing market indicators, investing strategies, and the importance of financial education. They delve into market dynamics, risk management, and alternative assets, with a focus on Bitcoin. Gayed explains the lumber to gold ratio, its market significance, and its relationship with stock market volatility and interest rates. They discuss portfolio allocation, the current market bubble, potential crashes, inflation, and the fragility of the financial system.
Key Points
- Michael Gayed emphasizes the importance of understanding market risk indicators, such as the lumber-to-gold ratio, which historically signals changes in stock market volatility and potential high-risk periods.
- Gayed warns against the dangers of uneducated speculation in the investment market and advocates for thorough research and a long-term perspective on wealth growth.
- The conversation highlights the increasing fragility of the financial system due to rising debt levels, with Gayed suggesting that this could lead to more frequent 'black swan' events and heightened volatility in the markets.
In this episode, Michael A. Gayed joins us to discuss markets, the lumber to gold ratio, crypto, the market bubble and more!
Twitter: @leadlagreport and @mbitpodcast
Disclaimer: The MBIT podcast is reflecting the opinion of only the host. The podcast is for informational purposes only. The podcast is not a research report and is not a recommendation to purchase or sell any stocks, holdings or securities. The podcast is also not meant to serve as the basis of any investment decision
Chapters
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| 8:06 | |
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| 15:38 | |
| 17:56 | |
| 19:22 | |
| 21:14 | |
| 25:11 | |
| 25:49 |
Transcript
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