David Hay

Featuring David Hay

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.

Published on
29 December, 2014
Topic
Global Outlook, Investment Framework
Duration
41 minutes
Asset class
Cash, Equities
Rating
4

Comments

  • WW

    Worth W.

    15 5 2015 03:29

    0       0

    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 1 2015 08:10

    0       0

    Very interesting interview with a discussion on a very steady approach to investing.

  • MG

    Mandeep G.

    9 1 2015 23:40

    3       0

    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 12 2014 09:40

    2       0

    Good perspective on index trackers and ETF investing.

  • RB

    Roy B.

    31 12 2014 01:33

    4       0

    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 12 2014 22:07

    0       0

    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 12 2014 13:45

    6       0

    Maybe the best interview I have watched in years-- thanks David and Grant-!

  • JS

    John S.

    30 12 2014 11:20

    3       0

    Excellent

  • KT

    Kevin T.

    29 12 2014 17:23

    1       3

    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?