David Hay, Co-CIO of Evergreen Gavekal, discusses the coming "Fourth Turning" and how it impacts markets.

*This video was recorded on July 30, 2024

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0:00 - Intro

2:20 - Sector rotation

4:00 - “I’ve Never Seen Americans This Scared’

8:00 - Recession

10:00 - Deficit fiasco

11:00 - Recession by election?

13:00 - Federal debt and interest payments

16:34 - Bond market

19:50 - Tech stocks

25:57 - Oil

30:50 - Gold

34:49 - Fourth Turning

37:15 - ’Stealth default’

39:14 - Stealth Civil War

#investing #economy #markets