The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets.
Cannaboom or Cannabust?
An informative interview from Evergreen Gavekal’s CEO Tyler Hay as he discusses the dynamic opportunities and evolving risks facing investors in the Cannabis industry with 4Front Ventures CEO Josh Rosen.
If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked?
The U.S.-China Showdown
A couple of weeks ago you read Gavekal Research’s piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter.
The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump’s presidency: will China surpass the U.S. as the world’s greatest economic superpower?
EVERGREEN EXCHANGE (EPISODE 3)
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.
Evergreen Exchange (Episode 2)
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.