Michael Gayed, Publisher of the Lead-Lag Report, discusses a "concentration bubble" brewing. Year-to-date, the tech sector is the only sector beating the S&P 500 benchmark.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on June 18, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MICHAEL GAYED:
Lead-Lag Report: https://theleadlag.report/tdlr
Twitter (@leadlagreport): https://twitter.com/leadlagreport
YouTube channel: https://www.youtube.com/@leadlagreport
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:13 - Concentration risk
3:17 - 10-year yield
5:22 - Tech vs “market”
9:43 - Lumber/gold ratio
12:30 - Biotech
13:07 - VIX
14:30 - Sectors diverging from S&P
16:57 - Blow-off top
17:50 - Equities vs. Inflation
20:33 - Recession trigger
#economy #stocks #investing
