The End Game Ep. 32 - David Hay PREVIEW

Joining me on this installment of The Grant Williams Podcast is my friend, David Hay of Evergreen GaveKal in Bellevue, WA.

David and I discuss the dilemma facing central banks, the ways in which the return of inflation change the investment landscape, the ongoing tech wreck, the importance (and reliability) of David’s preferred measure of breakouts and breakdowns, the painful lessons he learned before discovering that particular measure and energy - a space in which David has been investing for many years

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