The Grant Williams Podcast Ep. 63 - David Hay

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 10 September 2023

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Joining me on the latest episode of The Grant Williams Podcast is my great friend, David Hay, Co-CIO of Evergreen GaveKal and the author of the excellent Substack Haymaker. Dave and I have known each other for the best part of fifteen years and have spent countless hours debating markets, testing hypotheses and helping each other understand and chart a course through increasingly difficult markets. This time around, the matters at hand included the wisdom of Seth Klarman, the Not-So-Fabulous Four, the debate about a soft- or no-landing scenario, the US consumer, oil markets and so much more. As always, Dave’s perspective on the entire market spectrum was incredibly useful as we discussed commodities, homebuilder stocks, the places Dave is investing and even found time for a little Fourth Turning. Definitely a conversation not to be missed. Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, The Narrative Game, Kaos Theory and Shifts Happen, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

Transcript

Click on a timestamp to play from that location

0:16.0	Before we get going, here's the bit where I remind you that nothing we discussed should be considered as investment advice. This conversation is for informational and hopefully entertainment purposes only.
0:20.0	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. tickets.
0:35.0	You're about to listen to a special preview edition of the Grant Williams podcast featuring my very special guest and dear friend Dave Hay of Evergreen
0:41.8	Gavkel and the new Haymaker
0:43.3	Substat. Dave and I have known each other for almost 15 years and I have found
0:48.0	him to be one of the most thoughtful, pragmatic and insightful managers that I've
0:51.7	had the good fortune to encounter over that period.
0:54.7	With the world getting crazy by the day, it seemed like the perfect time to get some exposure
0:58.3	to a market view, the steeped inexperience.
1:02.0	Every episode of the Grant Williams Podcast, The Endgame, The Super Terrific
1:05.2	Happy Hour, The Narrative Game, This Week in Doom, Shifts Happen and the new series Chaos Theory is available
1:10.7	to Copper and Silvertier subscribers at my website Grant-Williams.
1:14.1	Coppertier subscribers get access to all the podcasts while members of the Silver Tier
1:19.0	get both the podcast and my monthly newsletter things that make you go. So if you enjoy what you're here on the show
1:25.4	and you want more high quality content like it then please make a way over to Grant
1:29.4	dash Williams.com and during our exciting community today and now on with the show.
1:35.0	Dave, mate, it's so good to see you and a real pleasure to have you join me on the
1:47.3	podcast.
1:48.3	How are you? Well, I'm doing great, Rob, but I'm not as good as you.
1:50.1	We're in all heaven right now, and I incredibly jealous I would love to be there with you.
1:55.4	I am absolutely in Gulf heaven in Scotland is the place to be if you're a golfer as you know
	...

Please login to see the full transcript.

Previous episode | Next episode

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.