In this week’s EVA, we are running a special podcast edition of David Hay’s recent interview on MacroVoices with hedge fund manager, Erik Townsend. The conversation shines the spotlight on a phrase coined by Dave, “Greenflation”, but also touches on stocks, precious metals, and more. For time-pressed EVA recipients, below is a summary of Dave’s key comments, basically an abbreviated transcript.
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Below are Evergreen Gavekal’s Likes/Dislikes for October 29th, 2021.
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This week’s guest EVA comes from one of our favorite contributing authors, Gerard Minack, and his highly regarded publication: Down Under Daily. Whenever someone we hold in high esteem comments on an area we like too, we are eager to share it with our readers (yes, that could be called confirmation bias!).
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Below are Evergreen Gavekal’s Likes/Dislikes for October 22nd, 2021.
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Below are Evergreen Gavekal’s Likes/Dislikes for October 15th, 2021.
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