Balancing Risk Management With Timely Opportunism


This week, we are presenting an interview between Evergreen Gavekal's co-Chief Investment Officer, David Hay, and popular financial pundit and friend, Jesse Felder. For those who don't already know of Jesse's work, he began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter, his writing and research has been featured in major publications and websites including The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, RealVision, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast

In this episode of Jesse's podcast, he sits down with David Hay to discuss how David developed his investment methodology over the course of his career, sharing some of the key tactics and techniques he has come to employ and how he is putting them to use today. For readers that want to skip to their favorite subjects, we've included relevant timestamps below:

  • 13:00: Bitcoin/Tether
  • 17.00: Federal Reserve
  • 22.00: Inflation
  • 30.00: How does this come crashing down?
  • 41.00: Evergreen investment philosophy and managing this market environment

The podcast was recorded in July 2021 in Coeur D’Alene, Idaho. Please enjoy.

Balancing Risk Management With Timely Opportunism

DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current market conditions, reflect our judgment as of the date of this presentation, and are subject to change. Past performance is no guarantee of future results. All investments involve risk including the loss of principal. All material presented is compiled from sources believed to be reliable, but accuracy cannot be guaranteed and Evergreen makes no representation as to its accuracy or completeness.  Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation for these securities. Evergreen actively manages client portfolios and securities discussed in this communication may or may not be held in such portfolios at any given time. David’s views are his own and do not necessarily reflect the views of Evergreen.

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