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Louis Gave, CEO of Gavekal, and David Hay, CoCIO of Evergreen Gavekal, join forces to discuss the coming rebound of inflation and all the market implications that come with it.

*This video was recorded on April 8, 2024

FOLLOW DAVID HAY:
Haymaker Substack Page: https://haymaker.substack.com/
Dave's Biographical Page: https://evergreengavekal.com/team/dav...
Bubble 3.0 Audiobook: https://awesound.com/a/bubble30hist... (Enter LINREPORT50 for a 50% discount)
Evergreen Compatibility Survey: https://evergreengavekal.com/compatib...
LinkedIn:   / davidhayevergreencapital  
Twitter (@Haymaker_0):   / haymaker_0  

FOLLOW LOUIS GAVE:
Gavekal: https://web.gavekal.com/
Twitter (@gave_vincent):   / gave_vincent  

FOLLOW DAVID LIN:
Twitter (@davidlin_TV):   / davidlin_tv  
TikTok (@davidlin_TV):   / davidlin_tv  
Instagram (@davidlin_TV):   / davidlin_tv  

For business inquiries, reach me at [email protected]

*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 Intro
1:36 Rebound of inflation
7:37 Fed policy
16:13 8% interest rate?
23:07 Inflation and spending
33:14 Invasion of Taiwan?
37:11 Market bubble
46:00 Market outlook
48:34 Gold
51:53 Asset allocation

#investing #economy #markets