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.
The Grant Williams Podcast Ep. 46- Michael Howell PREVIEW
The Grant Williams Podcast Ep. 44 - David Dorr PREVIEW
The Grant Williams Podcast Ep. 43 - Kim Ann Curtin FULL EPISODE
The End Game Ep. 39 - David Einhorn PREVIEW
The End Game Ep. 38 - James Aitken PREVIEW
The End Game Ep. 37 - Gerard Minack PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Three PREVIEW
The End Game Ep. 36 - Ed Chancellor PREVIEW
This Week In Doom Ep. 9 - What’s Next For Europe? (Panel) (FULL EPISODE)
The Grant Williams Podcast Ep. 38 - Sir Steven Wilkinson PREVIEW
The Narrative Game Ep. 8: N.E.W.S.
The Grant Williams Podcast Ep. 37 - Peter Zeihan PREVIEW
The Grant Williams Podcast Ep. 36 - Dan Oliver PREVIEW
The End Game Ep. 35 - Jeff Currie PREVIEW
The End Game Ep. 34 - Greg Jensen PREVIEW
This Week In Doom Ep. 7 - Kentucky Fired Chicken!
The End Game Ep. 33 - James Aitken PREVIEW
The End Game Ep. 32 - Judy Shelton PREVIEW
The Grant Williams Podcast: Shifts Happen - Episode Two PREVIEW
The Grant Williams Podcast Ep. 34 - Tarric Brooker PREVIEW
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