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

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 diversifierFree trial to Michael's Lead-Lag ReportTranscripts on Seeking AlphaShow Notes:Unpopular Opinion: The Bear Market Is Not OverGLD: A Stock Market Correction Is Needed For This To Break OutEEM And Emerging Markets: The Greatest Comeback Since Lazarus Is ComingHidden Risks Of Small Caps: Levered Zombie Company Impact On Bull Market FutureThe Great Debate: Small-Cap Melt-Up Or Large-Cap Crash?How Nvidia And Microsoft Stocks CorrectQQQ: It's Time For The Nasdaq To Punish Recency Bias