Interest Rates Are Headed Even Higher (Here's Why) | David Hay
Mar 09/23
Today Jack Farley speaks with David Hay, chief investment officer of Evergreen Gavekal and publisher of the Haymaker newsletter on Substack.
Today Jack Farley speaks with David Hay, chief investment officer of Evergreen Gavekal and publisher of the Haymaker newsletter on Substack.
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On today's episode of On the Margin, Shehzad Qazi Managing Director at China Beige Book joins the show for a discussion on the cyclical and secular outlook for the Chinese economy.
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Alfonso (“Alf”) Peccatiello, founder of The Macro Compass and host of The Macro Trading Floor, returns to Forward Guidance to argue why he is starting to like bonds at this point in the business cy