This episode we have returning guest and friend Michael Gayed, the founder of the Lead Lag Report. Michael is one of my favorite content creators with his no BS takes on the market and the fact that he is in the arena duking it out everyday with his investment funds.  This episode we cover a wide range of topics on the current market dynamics, from bonds, to equities, to the macro economy. We dive into Michael's take on the Fed, inflation, and where he thinks stocks are going over the short and medium term. We discuss gold, Bitcoin, and real estate.  This was a fun one to record, I always love getting Michael's thoughts on the topical events happening in the markets.  Hope you enjoy the show! Michael's YouTube Channel: https://www.youtube.com/c/theleadlagreport  My company's website: www.ancova.com Max's Twitter: https://twitter.com/max_gagliardi Podcast Twitter: https://twitter.com/Always_Building tiktok: https://www.tiktok.com/@max.gagliardi YouTube: https://www.youtube.com/@max_gagliardi