Tech Excitement, Fiscal Concerns, and Inflation Trends

We welcome author, investor, activist, thinker, and co-CIO of advisory firm Evergreen Gavekal, David "The Haymaker" Hay onto the Rosenberg Round-Up. 

Our interview with Dave marks the inaugural episode of a series of standalone interviews that will run alongside the weekly Roundup on a (roughly) 1-month cadence. In the series, we'll take you deeper on a range of topics with recognized experts. 

In this episode, Dave frames today's main market themes (from AI to Gold to fiscal policy to the Fed) from the perspective of broad cycles of economic and social history, and explains how the median investor is positioned "exactly improperly" for the risk environment that has built over the past decade.

For more on David Hay visit his Substack, "Haymaker": https://haymaker.substack.com/

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