Michael Gayed sees a melt-up and potentially a crash, all in the same year (0:20). Credit event coming (2:10) long duration treasuries as a hedge (4:20) classifying a bull and bear market (6:30) why he likes utilities sector (11:50) developed and emerging markets; value vs. growth (13:20). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.