meta_pixel
Tapesearch Logo
Log in
The Grant Williams Podcast

The End Game Ep. 32 - David Hay PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.81.6K Ratings

🗓️ 16 May 2022

⏱️ 13 minutes

🧾️ Download transcript

Summary

Joining me on this installment of The Grant Williams Podcast is my friend, David Hay of Evergreen Gavekal in Bellevue, WA. David and I discuss the dilemma facing central banks, the ways in which the return of inflation change the investment landscape, the ongoing tech wreck, the importance (and reliability) of David’s preferred measure of breakouts and breakdowns, the painful lessons he learned before discovering that particular measure and energy - a space in which David has been investing for many years As a reminder, Silver Tier subscribers to https://www.grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen so sign up today!

Transcript

Click on a timestamp to play from that location

0:00.0

Before we get going, here's a bit where I remind you that nothing we discussed should

0:14.1

be considered as investment advice.

0:16.6

This conversation is for informational and hopefully entertainment purposes only.

0:20.6

So while we hope you find it both informative and entertaining, please do your own research

0:25.6

or speak to a financial advisor before putting a dime of your money into these crazy markets.

0:32.6

You're about to listen to a special preview edition of The Grand William's podcast featuring

0:41.8

my very special guest and dear friend David Hay of Evergreen Gavcale in Bellevue, Washington.

0:47.5

David has recently transitioned the widely read Evergreen Virtual Advisor letter into his own

0:51.8

object, so this seemed like a perfect time to chat with him about what is becoming an

0:55.9

increasingly volatile world.

0:58.0

David's wealth of experience, pragmatic approach and his comfort level with being a contrarian

1:03.4

had to say it had been invaluable to me over the years, so I'm absolutely delighted to

1:06.8

have the chance to chat with him about the challenges posed by inflation to anybody

1:10.2

managing money.

1:11.2

We also talk about the dilemmas facing the central banks, his long-standing investments

1:15.2

in the energy space and much, much more.

1:19.0

Very episode of The Grand William's podcast, including the end game, The Super Terrific

1:21.9

Happier, The Narrative Game, this week in Doom, and my new series Shifts Happen featuring

1:26.0

Luke Grommon, is available to Copper and Silver Tear Subscribers at my website, grant-Williams.com.

1:32.6

Copper Tear Subscribers get access to all the podcasts, while members of the Silver

1:36.1

Tear get both the podcasts and my monthly newsletter things that make you go, hmm, so if

1:41.1

you enjoy what you're on the show and you want more high quality content like it, then

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Grant Williams, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Grant Williams and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.