P U N D I T R U M B L E The Tape Debates Scores Since

Michael Gayed

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BearThe Dollar 2026-08-07

Lead-Lag Media founder on David Lin; Aug-5-2024 carry-trade unwind vindicated his 2023 warning.

the carry trade actually did unwind.

Michael Gayed · https://www.youtube.com/watch?v=W4X3h-BvyuU @1:14 ↗

15 who lean the other way 1 more from Gayed

BearThe Dollar 2026-08-07

Same tape; expects the yen to undo the intervention bounce; market vs manipulators.

that I think the yen's gonna undo that move.

Michael Gayed · https://www.youtube.com/watch?v=W4X3h-BvyuU @2:40 ↗

15 who lean the other way 1 more from Gayed

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