For more info on ICG Silver & Gold , check out: https://icgsilverand.gold/ Michael Gayed, Portfolio Manager for The Free Markets ETF, discusses the U.S. intervention in the yen, Japan’s carry-trade risks, oil and inflation, the outlook for gold and Treasuries, and why he sees growing risks for U.S. tech stocks.Watch Michael's last interview: https://youtu.be/eknwVAR-Wio*This video was recorded on August 6, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 X (@leadlagreport): https://x.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 david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.3:44 - What Happens If Japan Sells Treasuries?7:12 - Why a Currency Crisis Could Hit Stocks9:02 - Can Yen Intervention Actually Work?12:23 - How Gayed Would Trade the Japan Crisis14:00 - U.S. Rates, Recession Risk & Oil17:13 - Why Oil Could Surprise Higher17:48 - Treasuries, Gold & the Reverse Carry Trade21:04 - Why Gayed Is Worried About Tech & AI#investing #economy #stocks
