Michael Gayed on Leading and Lagging Indicators, Small Caps, Inflation, Big Tech | S07 E05
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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This meeting is being live streamed. That means it's value after hours. I'm Tobias Carlisle, joined as always by my co host, Jake Taylor. Our special guest today is Michael Gired. He's the publisher of the Lead Lag Report, the promoter of the Lumber Gold ratio, which I think is really interesting. And we're gonna talk about that a little bit. How are you, Michael? You're you're muted.
Yeah. I'm I'm such a good promoter. I mute myself as well. Yeah. Promoter is a funny word. Promotor.
Yeah. Probably. Right. Yeah. It should've been that's the wrong word. Sorry about that. No.
No. No. You know what's funny? It's like people will say, like, if you're if you're self promoting that you're a grifter. Yeah. Right? It's like you see that on social media. And it's like, really, guys? It's like, if you're trying to run a business, if you don't promote yourself, who's gonna promote for you? If
you don't
promote yourself, who's gonna promote for you? Like, how do you how do you grow business otherwise? Yeah, anyway, more of a side. But I appreciate the invite. Yeah.
My pleasure. I I've, I've known you for a little while, like, through through social media. I don't know if we've we've chatted a few times in in in podcast like this, but not not not outside of that. So I was just sort of interested to know. You're just where the setup is, S and P 500 and the queues are the best performed asset class in the world. You can get them for nine basis points. Why would you do anything else?
It's hard to argue with that.
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