‘Bigger Main Event’ In A Few Weeks Warns Fund Manager Who Called Yen Carry Trade Crisis
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Michael Gayed, Publisher of the Lead-Lag Report, first predicted that the Yen carry trade would reverse on my show in August, 2023. In this video, he discusses how this prediction has been playing out this past week, and the market impact of the Yen carry trade unwind.
Watch Michael’s August, 2023 interview where he first made the Yen carry trade unwind prediction: https://youtu.be/w_3H0-iQHMo?si=6-43Y-uMkC9Ble5i
Watch Michael’s last interview from July, 2024: https://youtu.be/UEo3yKHOT4k?si=iXOByo2h04sidFqJ
*This video was recorded on August 5, 2024
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0:00 – Intro
2:25 – Yen carry trade prediction
8:10 – Bank of Japan’s next moves
13:00 – Emergency Fed cut?
17:44 – Credit spreads
20:22 – Treasuries
24:20 – Next credit crisis
25:55 – Recession fears
30:35 – Lumber/gold ratio
32:25 – Asset allocation
#economy #yen #stocks
31 Comments
Get 50% off your first order of CookUnity meals — go to https://cookunity.com/david50 use my code DAVID50 at checkout to try them out for yourself! Thanks to CookUnity for sponsoring this video!
Watch Michael's August, 2023 interview where he first made the Yen carry trade unwind prediction: https://youtu.be/w_3H0-iQHMo?si=6-43Y-uMkC9Ble5i
Subscribe to my free newsletter: https://davidlinreport.substack.com/
FOLLOW MICHAEL GAYED:
Lead-Lag Report: https://theleadlag.report/tdlr
Twitter (@leadlagreport): https://twitter.com/leadlagreport
YouTube channel: https://www.youtube.com/@leadlagreport
Dude lost a bunch of weight in the last year.
Lets go Brenda
XEN crypto
A year early is like being wrong though
great haircut, now some exercise! (little worried)
Aloha from Maui, Leah
A corporate level investor told me to sell all stock and buy T Bills. Took all my energy to get out of things I was up in. I bought T-Bills at over 5%. That was last week. It’s just a few days later and same T-Bills are at 3%. Interest rates decreased.
I think a generally bad situation awaits. My account was up but this just isn’t a blip out of nowhere. Inverted yield curve. Vote for Kamala and you’ll help bring this country dow. Donald Trump finished at Wharton. She knows how to laugh. Make a choice.
He lost alot of weight waiting for his prediction to materialize lol
Crypto bros are cheering for 200k again with this rally
I love watching your interviews, keep up the great work ❤
Bogus small cap rotation indeed. I can’t sell my small caps. My broker overpaid for them months ago. Most small cap will need to be sold off a tiny bit at a time. I’m sensitive to losses so I’m doing a few (little at a time) maybe selling 20 to 50 percent at a time. Hoping for miracle. Everyone who understands democrats pump fake money into an imaginary economy will understand. Try running a business that way.
how would "going short" not work, if you're saying the same setup occurred in 2008, where s&p 500 dropped over 50% in a year & a half. I feel like you mean, "going short as a short term trader doesn't work". But what about long term put options?
This is NOT A DIP. Depending on your age hold your small cap stock. You’re good if you can sell those off gradually.
Hold Mag 7 if you didn’t sell at a profit. Palantir is not a loser. A couple will perform.
Hold everything if you’re 40 years old and don’t need the money. Get out if 60 plus. Sell slowly. In pieces just in case.
Is this the same guest as a year ago – he looks 10 years younger and 30 pounds lighter?
This guys is brilliant.
Holy cow what a mess this is unfolding.
Liberalism is a mental disease.
Name of the game is to kick the can down the road as far as you can
It's quite concerning to see the various challenges our economy is facing right now, from uncertainties to housing issues, bad weather conditions, foreclosures, global fluctuations, and the aftermath of the pandemic, all contributing to instability. The rising inflation, slow growth, and trade disruptions definitely require immediate attention from all sectors to bring back stability and promote growth. How do you think these issues can be effectively addressed?
Skinny man now on the I told you so mimimi. Lmao
Fasting has done a lot for this guy. He looks so much more lively and vibrant than he did a year ago. Way to go Michael!!!
Tom Lee , where are you? 💩🍜
Excellent
It's crazy to see how quick people have been to buy the dip this week so far. Like an earthquake just happened and now everyone is rushing to get back into the buildings, imagining it must be over…
Bro lost weight for the apocalypse
whoever sells is gonna look like the biggest puxxy in a few months
Can you detail how this volitility effects the bond market?
it's time for the insiders to shear the sheep
Bro bring this guy back. We need his insight to cut through the markets fickle nature
The yen carry trade is only michaels 2nd biggest, after his carry trading of hamburgers to salad.