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David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles.

*This video was recorded on May 21, 2024

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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

0:00 - Intro
1:30 - Preferred assets
4:07 - Platinum and palladium
8:30 - Copper
12:40 - Labor market
17:00 - Asset allocation
20:16 - Bond yields
22:38 - Ray Dalio's advice
28:55 - Good value assets
32:30 - Bubble 3.5

#investing #economy #markets