David Hay – Think Piece

Featuring David Hay

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.

Published on
2 December, 2014
Topic
Monetary policy, Credit Market
Duration
16 minutes
Asset class
Bonds/Rates/Credit, Equities
Rating
1

Comments

  • RG

    Ryan G.

    5 12 2014 22:39

    3       0

    Excellent piece. The canaries are falling yet the equity miners press on.

  • sm

    stephane m.

    3 12 2014 17:45

    2       0

    Great interview!! This guy knows what he's talking about.

  • EB

    Ed B.

    3 12 2014 01:31

    7       0

    Good job David, as always. Keep looking out for us retail folk!

  • WM

    William M.

    2 12 2014 20:29

    7       0

    Very articulate and sober!