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.
015 - Hmmminar Series - Diego Parrilla (21 May 2020)
014 - Hmmminar Series - David Rosenberg (20 May 2020)
013 - Hmmminar Series - Peter Zeihan (19 May 2020)
012 - Hmmminar Series - Jesse Felder (18 May 2020)
The Narrative Game with Ben Hunt Ep. 1 - The V-Shaped Recovery
Super Terrific Happy Hour Ep. 2 - Inflation/Deflation
Super Terrific Happy Hour Ep. 1 - Connect/Disconnect
011 - Hmmminar Series - Peter Atwater (17 April 2020)
010 - Hmmminar Series - Jawad Mian (16 April 2020)
009 - Hmmminar Series - Dr. Simon Ogus (15 April 2020)
008 - Hmmminar Series - Stephen Diggle (14 April 2020)
007 - Hmmminar Series - Stephanie Pomboy (10 April 2020)
006 - Hmmminar Series - Gold Panel (9 April 2020)
005 - Hmmminar Series - John Hussman, Ph.D (8 April 2020)
004 - Hmmminar Series - Marc Cohodes (7 April 2020)
003 - Hmmminar Series - Brent Johnson & Luke Gromen (6 April 2020)
002 - Hmmminar Series - Hugh Hendry (3 April 2020)
001 - Hmmminar Series - Dr. Pippa Malmgren (2 April 2020)
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