MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Introduction
The stock market doesn't typically bottom in a major bear market. David Hay gives us an update on where we are in Bubble 3.0, why he thinks it hasn't fully popped yet and there will be likely more pain to come. He also shares how this time could be different in the sense that interest rates could still go up even in a recession. And he shares some specific investments in each of the sectors that he thinks are buys and shares his investment thesis behind why.
Transcript
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