Japan Is ‘Insolvent’: Yen Unwind Threatens Global Markets | Michael Gayed

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Michael Gayed, Portfolio Manager for The Free Markets ETF, warns that rising Japanese interest rates could trigger a global market selloff but sees healthcare as a strong opportunity for 2025.

Watch Michael's last interview with David: https://www.youtube.com/watch?v=qYkJ8k12diU

*This video was recorded on December 2, 2025.

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DISCLAIMER: 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.

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0:00 - Intro.
0:45 - The Yen Carry Trade explained
8:46 - USD/JPY vs. The NASDAQ
12:28 - 2026 major market movers
16:05 - US Treasuries
18:39 - What is the trigger?
21:14 - Bitcoin, gold and silver
23:30 - AI bubble
25:08 - Lumber-to-gold ratio and housing
27:02 - Most bullish picks

#investing #economy #stocks

Видео Japan Is ‘Insolvent’: Yen Unwind Threatens Global Markets | Michael Gayed канала David Lin