Michael A. Gayed, CFA

Advisors only. Hosting 3 private rooms this week with the team launching the only non-VIE China internet ETF. Boston Wed (lunch + dinner). NYC Thu dinner. 10-12 seats per room. No deck. No wholesaler script. Just the people who built it. DM if you want a seat.

Lead-Lag Live: Jay Hatfield, Infrastructure Capital — ICAP / PFFA / QVOL x.com/i/broadcasts/1…

Don’t stop when you’re tired. Stop when you’re done.

Unpopular opinion: a stock market crash will make America affordable again.

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The reverse carry trade is the only thing that can break inflation. Few understand this.

On less than 3 hours of sleep. Still at the gym. The fuck is your excuse?

👑

Bloomberg Agg: -2.49% YTD. March alone: -0.79%. Senior loans were the only bright spot at +0.09%. The bond market rebellion has erased a year of gains.

Infrastructure Capital partners with Nasdaq to Launch its First Nasdaq ETF bit.ly/48TzKka

Strong people suffer alone at night.

@leadlagreport Doing great Michael. FEW

After the rest of the world panics on the surging Yen forcing the reverse carry trade.

Last seats — private dinners this week: Wed 5/13 Boston Thu 5/14 NYC Hosting Lawrence Lo + Jason Hsu of Rayliant Global Advisors plus the senior team from China Asset Management Co. (CAMC) — largest asset manager in mainland China. In from Hong Kong. RIAs / wealth managers — DM me.

Japan will panic. In the end, you will all see I was right all along.

The Lord is my shepherd. Our shepherd. Through Him, I will not relent. Through Him, we will not relent. Goodnight.

Many.

@leadlagreport They would never lie to us.

Silence becomes the strategy. Restraint the weapon.