Evergreen Gavekal CEO, Tyler Hay, interviews Grant Williams, author of Things That Make You Go Hmmm, co-founder of Real Vision TV, and long-time friend of the firm, from the 2019 John Mauldin Strategic Investor Conference in Dallas Texas. Listen to hear his perspective on a broad range of topics about the global economy, as he and Tyler debrief on the most thought-provoking speeches and interviews given at the conference.
In the second episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews Evergreen CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent EVA reader, you are likely already familiar with David’s take on the current market cycle and on economic policies, such as MMT. This podcast takes listeners behind the curtain to get to know David Hay more personally and hear his point of view on the current state of the U.S.
Evergreen Exchange’s pilot episode focuses on Gavekal partner Louis Gave, as CEO Tyler Hay sits down with him to discuss the current economic climate, how to say his last name, and much more.
Even the most casual financial observer is aware that the U.S. stock market has been roaring for a very long time. The market made history in August 2018 when, at 3,500 days, it became the longest running bull market on record, up roughly 300 percent from the depths of the financial crisis.
In this week’s EVA, we are putting aside our concerns about excessive debt levels, reckless central bank policies, inflated asset prices, and widespread investor complacency to focus on the long-term promise offered by America’s technology sector. As you will read, there is a lot to be excited about over the next five to ten years and, in some cases, the future is now.