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At The Money: Deregulation Will Free Your Portfolio | At the Money, Sonic AI
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At The Money: Deregulation Will Free Your Portfolio | At the Money
At The Money
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Jun 18, 2026
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17:57
Interview
At The Money: Deregulation Will Free Your Portfolio | At the Money
From
At The Money
Michael Gayed
(Portfolio Manager, Tactical Rotation Management, guest)
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Executive Summary
The Free Markets ETF (FMKT) is an actively managed fund designed to invest in companies expected to benefit from deregulation, a theme accelerated under the Trump administration.
The fund's strategy identifies sectors with high regulatory friction—such as financials, energy (nuclear), cannabis, and industrials—using an AI-driven process to screen for specific corporate beneficiaries.
Portfolio manager Michael Gayed argues that the market is currently undervaluing the positive impact of deregulation on corporate earnings and anticipates a potential rerating of these stocks.
The investment thesis is framed as policy-driven rather than partisan, allowing the fund to adapt its holdings to deregulation initiatives from any administration, such as a potential Democratic focus on alternative energy.
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