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Michael Gayed: Liquidity Now Trumps Fundamentals?
Andrew Brill welcomes Michael Gayed to explain why liquidity has overtaken traditional fundamentals as the primary driver of market performance. Michael, Portfolio Manager at Tidal Financial Group and Publisher of The Lead-Lag Report, highlights the misaligned incentives that keep liquidity flowing and distort market pricing alongside the Federal Reserve’s controversial role in these dynamics. He also discusses China’s surprising stock market recovery, sectors he’s bullish on, the breakdown of traditional economic indicators post-COVID, and what this all means for investors. Few.
Investment…
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