David Lin | 'Mega Crisis' Is Here: Assets That Will Survive Coming 'Fourth Turning'| David Hay @TheDavidLinReport | Uploaded May 2024 | Updated October 2024, 50 minutes ago.
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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: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DAVID HAY:
Haymaker Substack Page: haymaker.substack.com
Dave's Biographical Page: evergreengavekal.com/team/david-hay
Bubble 3.0 Audiobook: awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount)
Evergreen Compatibility Survey: evergreengavekal.com/compatibility-survey
LinkedIn: linkedin.com/in/davidhayevergreencapital
Twitter (@Haymaker_0): twitter.com/Haymaker_0
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
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For business inquiries, reach me at david@thedavidlinreport.com
*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
Sign up with Kalshi using 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: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DAVID HAY:
Haymaker Substack Page: haymaker.substack.com
Dave's Biographical Page: evergreengavekal.com/team/david-hay
Bubble 3.0 Audiobook: awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount)
Evergreen Compatibility Survey: evergreengavekal.com/compatibility-survey
LinkedIn: linkedin.com/in/davidhayevergreencapital
Twitter (@Haymaker_0): twitter.com/Haymaker_0
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): instagram.com/davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*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