My guest on today’s show is Michael Gayed.
Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.
For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.
Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.
Join me as we discuss
- The value of a ‘risk on/risk off’ approach
- Why 2022 has been history making,
- And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.
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