The Big Money Is Made In Bear Markets As Deep Values Arise | David Hay

Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook. https://youtu.be/bwtXk30waB8 Learn more about your ad choices. Visit megaphone.fm/adchoices