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August 1, 2023
Uncharted Optimism, Jacob Colker
EPISODE 2 / Guest: Jacob Colker, Managing Director AI2 Incubator Welcome to Episode 2 of our Evergreen Ventures podcast, Unchartered Optimism. Evergreen Ventures is the private investment arm of Evergreen. We seek investments in private markets that offer unique return profiles in markets that are less understood and not as available to the average investor. This includes […]
By: Evergreen Gavekal
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May 6, 2022
Handicapping a Recession
No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? This week, we are presenting a podcast with Weiss President and CIO Jordi Visser, who has not been shy about discussing this topic.
By: Evergreen Gavekal
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November 6, 2020
How Should Investors Think About the 2020 U.S. Election?
The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets.
By: Evergreen Gavekal
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October 24, 2019
Cannaboom or Cannabust?
An informative interview from Evergreen Gavekal’s CEO Tyler Hay as he discusses the dynamic opportunities and evolving risks facing investors in the Cannabis industry with 4Front Ventures CEO Josh Rosen. If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked? […]
By: Evergreen Gavekal
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July 12, 2019
The U.S.-China Showdown
A couple of weeks ago you read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter. The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump's presidency: will China surpass the U.S. as the world's greatest economic superpower?
By: Evergreen Gavekal
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May 30, 2019
EVERGREEN EXCHANGE (EPISODE 3)
Evergreen Gavekal CEO, Tyler Hay, interviews Grant Williams, author of Things That Make You Go Hmmm, co-founder of Real Vision TV, and long-time friend of the firm, from the 2019 John Mauldin Strategic Investor Conference in Dallas Texas. Listen to hear his perspective on a broad range of topics about the global economy, as he […]
By: Evergreen Gavekal
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May 10, 2019
Evergreen Exchange (Episode 2)
In the second episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews Evergreen CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent EVA reader, you are likely already familiar with David's take on the current market cycle and on economic policies, such as MMT. This podcast […]
By: Evergreen Gavekal
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March 29, 2019
Evergreen Exchange with Louis Gave (Episode 1)
Evergreen Exchange's pilot episode focuses on Gavekal partner Louis Gave, as CEO Tyler Hay sits down with him to discuss the current economic climate, how to say his last name, and much more.
By: Evergreen Gavekal
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June 10, 2016
BREAK ON THROUGH TO THE OTHER SIDE
Click here to view PDF. “Hubris is one of the world’s greatest renewable resources.” -Humorist P. J. O’Rourke INTRODUCTION As indicated last week, this is the second installment of a two-part Evergreen Virtual Advisor (EVA)—Exchange version—dedicated to the Mauldin Economics’ Strategic Investment Conference (SIC). It was held in Dallas at the end of last month […]
By: Evergreen Gavekal
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