

Stocks Could Easily Plunge 20% Or More In 2025 | David Hay & Jeff Dicks
Oct 27, 2024
David Hay, Chief Investment Officer at Evergreen Gavekal, and Jeff Dick, Managing Director there, dive into the shifting market landscape. They unpack the implications of rising long-term bond yields despite central banks cutting interest rates. The duo discusses potential market volatility in 2025, raising concerns over high valuations and geopolitical risks. With insights on government spending and emerging market debt, they emphasize the need for diverse investment strategies and the importance of adapting portfolios for current economic uncertainties.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Economic Outlook and Market Dynamics
02:15 • 18min
Trends in Government Spending and the Bond Market
20:33 • 25min
Navigating the Evolving Bond Market
45:32 • 12min
Unlocking Emerging Market Debt
57:56 • 7min
Navigating Market Convictions and Investment Strategies
01:04:53 • 2min
The Importance of Diverse Advisors in Personal and Professional Growth
01:07:11 • 4min