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#111 David Hay: The Odds Of A Recession Are Going Up, Not Down, With Each Passing Day
David Hay, co-CIO at Evergreen Gavekal and author of the Haymaker newsletter on Substack, joins Julia La Roche on episode 111.
In this episode, Hay makes a case that the odds of a recession are going up, not down, with each passing day.
The conversation dives into the bond market, exploring the shift to a secular bear market and the implications this holds for the broader financial ecosystem.
Elsewhere, Hay shares where he’s allocated and why he’s mildly bullish on energy. He also points out we have a supply problem, and we’re likely to experience an acute and lasting oil shortage.
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