TIP390: Quantitative Investing Tactics w/ Michael Gayed

  • Thread starter We Study Billionaires - The Investor’s Podcast
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We Study Billionaires - The Investor’s Podcast

Guest
Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed.



IN THIS EPISODE, YOU’LL LEARN:

  • 21:41 - When to use leverage and when not to.
  • 24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator.
  • 28:31 - How a highly active tactical rotation approach can beat the market.
  • And a whole lot more!



*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.



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