Interview with David Hay

Last Thursday I was fortunate enough to get David Hay, Founder and Co-CIO of $4 Billion RIA, Evergreen-Gavekal on the podcast.

Through a mutual friend in Scottsdale David and I were introduced some years ago and I’ve had the pleasure of being a part of a very smart and seasoned group of investors where ideas about macro markets and investing are shared.

We shared a mutual discussion in Carvana and other names over the last few years and after some time I asked him to be a guest on the show.

This is a 45-minute interview where we get into:

• The Start of Evergreen-Gavekal (really interesting who he worked for)

• The Yen Carry Trade and The Fallout

• Market Structure and Passive Indexing

• Some of Evergreen-Gavekals Approach to Wealth Management

• Commodity Bull Market to Resume?

• Carvana - General Thoughts

This was a really good discussion, especially the market-structure part and he and I spoke about it in depth…worth a listen.

Enjoy -

Dan

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This article is presented for informational purposes only, is an opinion, and is not intended to recommend any investment, and is not an offer to sell or the solicitation of an offer to purchase an interest in any current or future investments. Any such solicitation of an offer to purchase interest will be made by a definitive private placement memorandum or other offering documents.