Wall Street Breakfast

Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael Gayed's The Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:QQQX: Time To Rotate If Bullish TechGHY: Global, But Wait For ItSDIV: Only If International OutperformsQQQ: It's Time For The Nasdaq To Punish Recency BiasUSA: Value Tilt Could Cause OutperformanceUnpopular Opinion: The Bear Market Is Not OverDGRO: A Great Fund, But Won't Be Spared In A Credit Event