<p>David Hay is Chief Investment Officer at Evergreen Gavekal, an independent investment advisory firm, and writes an excellent macro newsletter, The Haymaker, for over 14,000 readers. He has over 45 years of experience in the investment markets and has an amazing ability to see the larger picture, which we dig into in this episode. This podcast is also available in video: → YouTube: https://youtu.be/trOF5DqRnIU CowShed: → Website: https://www.cowshed.org.uk → Twitter: https://twitter.com/CowShedUK David Hay: → Twitter: https://twitter.com/Haymaker_0 → The Haymaker: https://haymaker.substack.com/</p>