We Study Billionaires - The Investor’s Podcast Network podcast

TIP390: Quantitative Investing Tactics w/ Michael Gayed

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Trey Lockerbie sits down with Michael Gayed. Michael is the Portfolio Manager at Toroso Asset Management and Writer of the Lead Lag Report. Michael’s white papers have won multiple awards, including the Charles H. Dow Award in 2016. Trey and Michael discussed a lot of quantitative tactics that we don’t often explore on the show. So without further ado, please enjoy this episode with Michael Gayed. IN THIS EPISODE, YOU’LL LEARN: 21:41 - When to use leverage and when not to. 24:16 - The interesting correlation between gold and lumber and how to use it as a key indicator. 28:31 - How a highly active tactical rotation approach can beat the market. And a whole lot more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Lead Lag's Report Website. Michael Gayed's Twitter. Trey Lockerbie's Twitter. Read the 9 Key Steps to Effective Personal Financial Management. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts.  SPONSORS Support our free podcast by supporting our sponsors: River Toyota Meyka AT&T Vacasa Fidelity Monarch Money Yahoo! Finance Long Angle Public USPS American Express Shopify HELP US OUT! Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

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