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.