David Hay

Published on
December 29th, 2014
Duration
41 minutes

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5

David Hay

The Interview ·
Featuring David Hay

Published on: December 29th, 2014 • Duration: 41 minutes

David Hay, CIO of Evergreen Gavekal, speaks with Real Vision on the danger of riding the trends, contrarian trading, and his investment strategy regarding ETFs, China, and the Euro.

Comments

Chapters

  1. 00:00:30
    Background
  2. 00:03:57
    Inflection Points
  3. 00:10:14
    Portfolio Construction I
  4. 00:12:50
    Effect of Indexing
  5. 00:20:08
    Opportunities to Buy
  6. 00:27:11
    China
  7. 00:30:08
    Europe
  8. 00:37:42
    Portfolio Construction II