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Banks Borrow Record $50 Billion From Fed, Expert Reveals What's Next | Michael Gayed

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Manage episode 517870394 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Michael Gayed, Portfolio Manager for The Free Markets ETF, warns of an imminent market volatility spike due to excessive leverage but remains bullish on stocks long-term because of deregulation. Watch Michael’s last interview with David: https://www.youtube.com/watch?v=SN6DtzHgvxc*This video was recorded on November 4, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:49 - Federal Reserve SRF activity and K-shaped economy6:52 - Big narratives and big banks predicting drawdowns9:49 - Quantitative Tightening and Fed balance sheet history14:07 - NYC Mayoral election and market implications16:45 - Bond markets21:01 - Tech bubble?22:02 - Lumber to gold ratio as a warning signal23:38 - Gold and risk-off plays26:07 - Why bonds failed alongside stocks in 202227:44 - Deregulation and the Free Markets ETF29:44 - 2026 outlook and themes31:25 - Bitcoin and AI33:22 - Long-term investment opportunities in era of AI#investing #economy #stocks

  continue reading

640 episodes

Artwork
iconShare
 
Manage episode 517870394 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Michael Gayed, Portfolio Manager for The Free Markets ETF, warns of an imminent market volatility spike due to excessive leverage but remains bullish on stocks long-term because of deregulation. Watch Michael’s last interview with David: https://www.youtube.com/watch?v=SN6DtzHgvxc*This video was recorded on November 4, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:49 - Federal Reserve SRF activity and K-shaped economy6:52 - Big narratives and big banks predicting drawdowns9:49 - Quantitative Tightening and Fed balance sheet history14:07 - NYC Mayoral election and market implications16:45 - Bond markets21:01 - Tech bubble?22:02 - Lumber to gold ratio as a warning signal23:38 - Gold and risk-off plays26:07 - Why bonds failed alongside stocks in 202227:44 - Deregulation and the Free Markets ETF29:44 - 2026 outlook and themes31:25 - Bitcoin and AI33:22 - Long-term investment opportunities in era of AI#investing #economy #stocks

  continue reading

640 episodes

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