Leverage Time Bomb: ‘Nobody’s Prepared’ For What’s Coming | Michael Gayed

The David Lin Report

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offMichael Gayed, Portfolio Manager for The Free Markets ETF, shares insights on market risks from high leverage, Fed Chair Powell's Jackson Hole speech, US-Russia relations, and bullish opportunities from deregulation through his Free Markets ETF.Watch Michael's last interview with David: https://www.youtube.com/watch?v=M_01TxAmuVA*This video was recorded on August 18, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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.1:10 - Jackson Hole symposium2:20 - Dollar Index and volatility4:09 - Russia/US/Ukraine8:14 - Biggest risk9:45 - Themes that move markets11:20 - Free Markets ETF overview12:43 - Key sectors for deregulation plays13:44 - Positioning in treasuries and volatility12:12 - Investor mistakes and “intellectual geniuses”17:47 - Gold and Bitcoin19:58 - Risks and being a “perma-bear”21:46 - Signals and indicators Michael’s using and following#investing #economy #stocks