David Hay

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

David Hay

The Interview ·
Featuring David Hay

Published on: December 29th, 2014 • Duration: 41 minutes • Asset Class: Cash, Equities • Topic: Global Outlook, Investment Framework

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

  • 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?
  • JS
    John S.
    30 December 2014 @ 11:20
    Excellent
  • BW
    Bruce W.
    30 December 2014 @ 13:45
    Maybe the best interview I have watched in years-- thanks David and Grant-!
  • 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.
  • 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.
  • JS
    John S.
    31 December 2014 @ 09:40
    Good perspective on index trackers and ETF 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
  • MC
    Michael C.
    14 January 2015 @ 08:10
    Very interesting interview with a discussion on a very steady approach to investing.
  • 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.
  • 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!

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