‘I’ve Never Seen People This Scared’; U.S. ‘Stealth Default’ As ‘Mega Crisis’ Hits | David Hay
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Publicado 2024-07-31
David Hay, Co-CIO of Evergreen Gavekal, discusses the coming "Fourth Turning" and how it impacts markets.
*This video was recorded on July 30, 2024
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0:00 - Intro
2:20 - Sector rotation
4:00 - “I’ve Never Seen Americans This Scared’
8:00 - Recession
10:00 - Deficit fiasco
11:00 - Recession by election?
13:00 - Federal debt and interest payments
16:34 - Bond market
19:50 - Tech stocks
25:57 - Oil
30:50 - Gold
34:49 - Fourth Turning
37:15 - ’Stealth default’
39:14 - Stealth Civil War
#investing #economy #markets
Todos los comentarios (21)
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How are you protecting your wealth against the "Fourth Turning"? Subscribe to my free newsletter: davidlinreport.substack.com/ 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-financia… (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: evergreengavekal.com/compatibility-survey/ LinkedIn: www.linkedin.com/in/davidhayevergreencapital/ Twitter (@Haymaker_0): twitter.com/Haymaker_0
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Crash fatigue is showing with most people. Most are so tired of hearing about the worse even though its true. We are being boiled slowly in the pot! I want to diversify my $80k portfolio.
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It's sad how difficult things have become in the present generation. I was wondering how to utilise some money I had. I used some of it for e-commerce business, but that sank. I'm thinking of how to use what's left to invest, but I don't really know which way to go.
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David seems more concerned about the response of Trump supporters to an assassination than the actual assassination attempt.
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Great Buying opportunities today. Embracing pullbacks and correction is key. This is where the money is made!
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I don't even know where the stock market is headed to right now. my portfolio of around 200k is not increasing more than 5% and people are predicting a crash .
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This dude is on top of this. Thanks for bringing him on. Super informative
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600X earnings? WHAT? That's insane. Absolutely insane. No. That's not how it works.
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Hit 200k today. Thank you for all the knowledge and nuggets you had thrown my way over the last months. Started with 14k in last months 2024?
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Stealth default = banana republic They will not do that, a real default on the US debt is needed.
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It occured to me, i always comment something highly critical on your interviews. Thats my bad. You do great work Mr Lin, i love your show.
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Every guest has his own opinion, many of them are correct, and all of them know a lot more about the economy than me. Thank you Mr. Hay. And so that is why this channel is the success it is. Otherwise, we would be burying our head in sand and not seeing reality creep up. We watch this stuff to learn. Cheers.
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I find consumers ARE heavily indebted.
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Edit: be extra alert on the roads when a long dry spell is broken by rain as the built up tyre dust and oil films mixed with rain is a potent slippery mix...
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No, Trump didn’t want negative interest rates and yes, we have been in a recession for awhile now. Current administration needs to own this. I’m not a conservative either- facts are facts
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Advanced tea leaf reading, impressive and insightful
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This guy is on point in almost all
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He seemed comfortable with the backhanded comments at Trump.
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these traders are just gamblers. his points on the macro are good. but the implications for investing are zero. they are just gambling with client's money. #rugTraders
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Trump hired Powell, Biden continued his contract
