My guest on today’s show is Michael Gayed.

Michael is the portfolio manager of the A-TAC mutual fund, alongside 2 rotation-based ETFs.

For over a decade he has published the Lead-Lag report, which is focused on delivering detailed risk-analysis alongside highlighting investment opportunities.

Michael has also published 5 award winning whitepapers covering defensive strategies and tactical rotation.

Join me as we discuss

• The value of a ‘risk on/risk off’ approach
• Why 2022 has been history making,
• And why just because there’s new information that could be factored into a model, it doesn’t necessarily mean it’s repeatable.