The Reflation Trade
Michael Gayed, CFA, portfolio manager at Pension Partners & author of the Lead-Lag Report, highlights the current dynamic playing out between the stock market, the Fed, and inflation expectations. In this interview with Jake Merl, Gayed revisits the bullish thesis on emerging markets as the dollar continues to weaken — a thesis he also outlines in an upcoming note on Real Vision’s Think Tank product. Gayed then discusses why certain sectors such as financials should outperform in a reflationary environment. Filmed on June 27, 2019.
Guest Name
Michael Gayed
Anchor Name
Jake Merl
Keywords Name
US Dollar, Financials, Pension Partners, Federal Reserve, Inflation, Emerging markets, Fed, Lead-Lag Report, Michael Gayed, Stock Market, Stocks
Show Name
Trade Ideas
