Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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Is A Recession Inevitable Now? | David Hay
MP3•Episode home
Manage episode 475884003 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term.And just when traders thought a bounce was due, President Trump's Liberation Day tariffs announcements sent the markets plunging by percentages not seen since the worst of the COVID crisis.What is going on and what's most likely to happen from here?Is a recession inevitable at this point?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal.He is just days into his retirement from that role, which means he's free to be a lot more detailed and specific with us in his answers now that he’s not subject to compliance constraints.
…
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360 episodes
MP3•Episode home
Manage episode 475884003 series 3548516
Content provided by Adam Taggart | Thoughtful Money. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Adam Taggart | Thoughtful Money or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Wall Street feels like the world just got turned on its head.The once-bulletproof market rally shifted into reverse, with stocks falling for weeks to oversold levels in the short-term.And just when traders thought a bounce was due, President Trump's Liberation Day tariffs announcements sent the markets plunging by percentages not seen since the worst of the COVID crisis.What is going on and what's most likely to happen from here?Is a recession inevitable at this point?To discuss, we're fortunate to be joined today by David Hay, the up-until-recently Chief Investment Officer & Principal at Evergreen Gavekal.He is just days into his retirement from that role, which means he's free to be a lot more detailed and specific with us in his answers now that he’s not subject to compliance constraints.
…
continue reading
360 episodes
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