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The Lumber/Gold Ratio, Copper, Commodity Investing and Bitcoin ETFs with Michael Gayed (EP157)

Updated: May 2, 2021

Michael Gayed, CFA publishes the popular Lead-Lag Report, is a member of The ETF Think Tank and is the Portfolio Manager of the ATAC Rotation Fund.

In this episode we discuss:

  • What is the Lumber-Gold Ratio telling us?

  • What is Copper telling us?

  • How to look at commodity allocations.

  • Will we see a Bitcoin ETF?




Soundbites From The Interview


Connect With Michael:


About Michael (From his LinkedIn profile):

Michael is respected as an award-winning, results-oriented Investment Manager showcasing 15 years of success executing initiatives that result in significant revenue growth. He is known for identifying and implementing various investment strategies to capture market anomalies while maintaining a business mindset beyond portfolio management.

Michael offers a proven track record of evaluating business/investment opportunities, quickly understanding market dynamics and relationships that few tend to focus on. He is also an out-of-the-box thinker committed to strengthening organizations’ financial performance through dedicated hard work and a passion for investing.



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