David Hay

Published on
December 29th, 2014
41 minutes

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.


  • CG
    Christopher G.
    25 August 2018 @ 02:02
    Still waiting for SHTF, hold my silver at -68% —- my cash buffer is really taking a hit!
  • WW
    Worth W. | Contributor
    15 May 2015 @ 03:29
    I am SO impressed by David's investment framework & philosophy. Clearly a disciplined, old school investor... the patient kind who never wastes a good crisis.
  • MC
    Michael C.
    14 January 2015 @ 08:10
    Very interesting interview with a discussion on a very steady approach to investing.
  • MG
    Mandeep G.
    9 January 2015 @ 23:40
    Very insightful from the perspective of a income investor and a lot of gems of wisdom to avoid thoughtless herd mentality
  • JS
    John S.
    31 December 2014 @ 09:40
    Good perspective on index trackers and ETF investing.
  • RB
    Roy B.
    31 December 2014 @ 01:33
    He's right about price-sales ratios. No sales, no income, no eps gains thru share buy-backs. It all starts w top-line growth. Thank you for saying so.
  • RG
    Ryan G.
    30 December 2014 @ 22:07
    Great points on looking for ylds. The forward implied govt rates on REITS are much higher than FI markets are pricing in. In a world of flat to lower rates, CAD REITs are great value.
  • BW
    Bruce W.
    30 December 2014 @ 13:45
    Maybe the best interview I have watched in years-- thanks David and Grant-!
  • JS
    John S.
    30 December 2014 @ 11:20
  • KT
    Kevin T.
    29 December 2014 @ 17:23
    I'm confused. Are fixed exchange rates like we see in the euro good, or are unbacked floating exchange rates like the USD good? How can you simultaneously advocate a gold standard and euro break up?