Michael Gayed runs The Lead-Lag Report and joins us to discuss the macro picture and what sectors, ETFs and stocks make sense for investors.

(2:50) - Melt-up and crash all in the same year?
(7:20) - The Fed is a follower of the bond market; treasuries will dictate
(9:40) - How to classify a bull and bear market
(15:20) - Nvidia and getting perspective on the tech sector
(22:40) - International portfolio allocation - what to keep in mind
(30:55) - Gold as the ultimate diversifier

Why Michael Gayed thinks we're still in a bear market

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