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The Real Risk for Markets Isn’t Tariffs: It’s Japan! | Michael Gayed
Is Wall Street ignoring the true risk in markets? Michael Gayed joins Maggie Lake to explain why investors are watching the wrong risk signals by focusing on Trump’s tariffs and why small caps, Japan, and junk debt may hold the real clues to what happens next.
In this in-depth conversation, Michael breaks down:
Why small caps are halfway through a lost decade
How Japan’s monetary policy and the reverse carry trade could trigger a global credit event
The dangerous disconnect between small caps and junk debt spreads
Why passive flows into mega-cap stocks are masking real economic weakness
How a…
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