David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles.

*This video was recorded on May 21, 2024

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0:00 - Intro

1:30 - Preferred assets

4:07 - Platinum and palladium

8:30 - Copper

12:40 - Labor market

17:00 - Asset allocation

20:16 - Bond yields

22:38 - Ray Dalio's advice

28:55 - Good value assets

32:30 - Bubble 3.5

#investing #economy #markets