David Hay – Think Piece

Published on
December 2nd, 2014
Duration
16 minutes

Up Next

Related Videos

Is North Korea Going to War?
Think Piece ·

Is North Korea Going to War?

Saudi’s Evolving Market Potential
Think Piece ·

Saudi’s Evolving Market Potential

The End of Deflation
Think Piece ·

The End of Deflation

Understand Warnings to Stop Catastrophes
Think Piece ·

Understand Warnings to Stop Catastrophes

Downside Protection in US Credit Market
Think Piece ·

Downside Protection in US Credit Market

A Sharper Edge in Value Creation
Think Piece ·

A Sharper Edge in Value Creation

Forces Building Behind Le Pen
Think Piece ·

Forces Building Behind Le Pen

When Accounting Gets Creative
Think Piece ·

When Accounting Gets Creative

Looking Under the Hood – Australia
Think Piece ·

Looking Under the Hood – Australia

Banking Sector Primed for Growth
Think Piece ·

Banking Sector Primed for Growth

Seeking Value in European Distressed Assets
Think Piece ·

Seeking Value in European Distressed Assets

Taking the World’s Economic Pulse
Think Piece ·

Taking the World’s Economic Pulse

The Real State of Play in China
Think Piece ·

The Real State of Play in China

Portfolio Composition For Trumponomics – David Hay
Think Piece ·

Portfolio Composition For Trumponomics – David Hay

Value Investing in the Sweet Spot – William Smead
Think Piece ·

Value Investing in the Sweet Spot – William Smead

Breaking Down the Crude Market
Think Piece ·

Breaking Down the Crude Market

Misunderstood Dynamics of Natural Gas Market
Think Piece ·

Misunderstood Dynamics of Natural Gas Market

Restaurant Sales Slowdown Signals US Recession
Think Piece ·

Restaurant Sales Slowdown Signals US Recession

Macro Chartist Illuminates Recovery Stress Points
Think Piece ·

Macro Chartist Illuminates Recovery Stress Points

Risks Exposed in Financial Market Plumbing
Think Piece ·

Risks Exposed in Financial Market Plumbing
1

David Hay – Think Piece

Think Piece ·
Featuring David Hay

Published on: December 2nd, 2014 • Duration: 16 minutes

In the Think Piece series, some of the most lateral and brilliant thinkers in modern finance tell us what is on their mind at the moment. Consider it an informal walk around the inside of their heads. In this film David Hay, CIO of Evergreen Gavekal, tells us what is on his radar.

Comments

  • RG
    Ryan G.
    5 December 2014 @ 22:39
    3 0
    Excellent piece. The canaries are falling yet the equity miners press on.
  • SM
    Stephane M.
    3 December 2014 @ 17:45
    2 0
    Great interview!! This guy knows what he's talking about.
  • EB
    Ed B.
    3 December 2014 @ 01:31
    7 0
    Good job David, as always. Keep looking out for us retail folk!
  • WM
    William M.
    2 December 2014 @ 20:29
    7 0
    Very articulate and sober!

Chapters

  1. 00:00:30
    Central Bank Action
  2. 00:03:58
    Global Environment
  3. 00:06:42
    Credit Spreads
  4. 00:11:40
    Hedge Funds