Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker.
Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets.
This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning.
Definitely a conversation not to be missed.
Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com.
Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.
This Week In Doom Ep. 6 - Bennett Tomlin & George Noble FULL EPISODE
The Grant Williams Podcast Ep. 33 - Tian Yang PREVIEW
The End Game Ep. 32 - David Hay PREVIEW
The End Game Ep. 31 - Michael Kao PREVIEW
The Grant Williams Podcast: Mike Rothman - PREVIEW
The Grant Williams Podcast: Michael Oliver - PREVIEW
The Grant Williams Podcast: Luke Gromen - FULL EPISODE
This Week In Doom Ep. 2 - Rory Johnston PREVIEW
The Narrative Game Ep. 6: Metaverse & The Art Of Narrative - PREVIEW
The Grant Williams Podcast: Rick Rule - PREVIEW
This Week In Doom Ep. 1 - What’s It All About? FULL EPISODE
The Grant Williams Podcast: Adam Rodman - PREVIEW
The Grant Williams Podcast: Simon Mikhailovich - PREVIEW
The Grant Williams Podcast: Jacob Shapiro - PREVIEW
The Grant Williams Podcast: Simon Hunt - PREVIEW
The Grant Williams Podcast: Felix Zulauf - PREVIEW
The Grant Williams Podcast: Danielle DiMartino Booth - PREVIEW
The Grant Williams Podcast: Julian Brigden - PREVIEW
The End Game Ep. 28 - Jim Bianco PREVIEW
The Grant Williams Podcast: Dave Dredge - PREVIEW
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