Michael Gayed - Live Q&A: Black Swan Behaviour & a Return to Tradition Risk-on, Risk-off

Opto Sessions – Invest in the Next Big Idea

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On Wednesday 30th November I spoke to Michael A. Gayed, live to an audience of some of his 726,000 Twitter followers. Michael is a Portfolio Manager at Toroso Asset Management and author of the critically acclaimed newsletter and research publication, ‘The Lead Lag Report’.
We discuss unprecedented market behaviour, and when a return to a traditional risk-on, risk-off environment is likely. Michael points to a few signals indicating a possible return to normality, before offering his thoughts on how investors can attempt to cope with black swan events. Enjoy!
Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

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