'Mega Crisis' Is Here: Assets That Will Survive Coming 'Fourth Turning'| David Hay

Описание: Sign up with Kalshi using http://kalshi.com/davidlin and get $20 after depositing $100.

David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles.

*This video was recorded on May 21, 2024

Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...

FOLLOW DAVID HAY:
Haymaker Substack Page: https://haymaker.substack.com/
Dave's Biographical Page: https://evergreengavekal.com/team/dav...
Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-hist... (Enter LINREPORT50 for a 50% discount)
Evergreen Compatibility Survey: https://evergreengavekal.com/compatib...
LinkedIn:   / davidhayevergreencapital  
Twitter (@Haymaker_0):   / haymaker_0  

FOLLOW DAVID LIN:
Twitter (@davidlin_TV):   / davidlin_tv  
TikTok (@davidlin_TV):   / davidlin_tv  
Instagram (@davidlin_TV):   / davidlin_tv  

For business inquiries, reach me at [email protected]

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro
1:30 - Preferred assets
4:07 - Platinum and palladium
8:30 - Copper
12:40 - Labor market
17:00 - Asset allocation
20:16 - Bond yields
22:38 - Ray Dalio's advice
28:55 - Good value assets
32:30 - Bubble 3.5

#investing #economy #markets