In this exclusive Quarterly Webinar, David Hay discusses what’s happening in the housing market, credit spreads and US treasuries, small cap stocks, the credit bubble, US corporate profits, global trade war, US stock market, and echoes of October 1987.
This week, we nearly attempted the delicate dance of running two chartbooks concurrently – one from our partners at Gavekal, and the other from the desk of Evergreen’s Chief Investment Officer, David Hay. However, after stepping back and examining the importance and timeliness of both presentation, and the challenges of weaving together different mediums and messages. we thought it prudent to separate the two and deliver them in back-to-back weeks rather than side-by-side in the same week.
In this week’s Guest EVA, we’ve got two of the financial world’s heaviest heavyweights weighing in on one of the weightiest investment questions: Is the Stock Market Overvalued?
At the beginning of 2018, we initiated a new EVA series titled “Bubble 3.0” with excerpts from my upcoming book (tentatively titled “Bubble 3.0: How Central Banks Created the Next Financial Crisis”).
Last week, I had the good fortune of hearing two thought-leaders speak at separate events. One gentleman I listened to is a Corporate Vice President (CVP) at Microsoft and is leading the technology giant into its next phase of growth and development. The other gentleman was John James, a very impressive 37-year old running for US Senate in the state of Michigan.