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David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term.
*This video was recorded on November 26, 2024
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0:00 – Intro
1:05 – What is the Trump trade?
2:40 – Bond market recap
6:10 – Soft or no landing?
7:28 – Retail sales and the consumer
10:00 – Household net worth
11:20 – Real wages
12:25 – Fed monetary policy
13:40 – Global central bank policies
14:34 – U.S. dollar
17:20 – U.S. vs. emerging markets
18:45 – Deficit level
21:40 – Interest rate vs. Inflation
26:10- Tariffs and economic growth
27:25 – Bubble 4.0
31:33 – Alternatives to stocks
32:43 – Valuations point to lower returns
34:20 – Market cyclically
38:33 – U.S. the “envy of the world”
40:45 – Liquidity and market performance
24:45 – Economy now relies on foreign net savings 44:00 – Savings rate
45:30 – Mortgage spreads
48:22 – Mistakes of fixed income portfolios
#stocks #economy #investing
Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only!
What are the alternatives to equities markets that you prefer? Comment below
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW EVERGREEN GAVEKAL:
Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/
Haymaker Substack Page: https://haymaker.substack.com/
Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount)
David Hay’s X (@Haymaker_0): https://twitter.com/Haymaker_0
Asset owners doing well.
Government workers doing well.
People who actually perform real work, not doing well.
We have been lied to about real inflation rates for years
Trump bankrupted a casino…next up US economy.
Why can’t you bring on guest who understand that there is no strength in the economy. It’s inflation. Actually inflation is above GDP which means no actual extra economic activity is occurring just more money printing. People are riddled with debt. The chickens will come home to roost