Sign up with Kalshi using http://kalshi.com/davidlin and get $20 after depositing $100. David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles. *This video was recorded on May 21, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... 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/bubble-30-hist... (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: https://evergreengavekal.com/compatib... LinkedIn:   / davidhayevergreencapital   Twitter (@Haymaker_0):   / haymaker_0   FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / davidlin_tv   TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - Preferred assets 4:07 - Platinum and palladium 8:30 - Copper 12:40 - Labor market 17:00 - Asset allocation 20:16 - Bond yields 22:38 - Ray Dalio's advice 28:55 - Good value assets 32:30 - Bubble 3.5 #investing #economy #markets