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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
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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)
