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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
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*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