Back to Learn

The Big Money Is Made In Bear Markets As Deep Values Arise | David Hay

Capital manager David Hay of Evergreen Gavekal returns for Part 2 of our interview with him to discuss the odds for stagflation, recession and to share which assets he most favors right now given his macro outlook.

Investment Insights

What Serious Investors Are Watching

Dive into expert interviews, market analysis, and long-form content built to help serious investors think long-term.

Explore More
Wealthion Macro Bites – How the Yen Carry Trade Unwind Is Driving a Global Bond Rout
Article

Wealthion Macro Bites – How the Yen Carry Trade Unwind Is Driving a Global Bond Rout

Bloomberg reports the Mexican government is increasingly confident about a trade deal with the U.S....

Wealthion Macro Bites – Global Bond Markets Reprice as Energy and AI Growth Collide
Article

Wealthion Macro Bites – Global Bond Markets Reprice as Energy and AI Growth Collide

The world's largest sovereign bond markets are having their worst month in years as soaring...

Wealthion Macro Bites – Oil Prices Now Driving Treasury Yields, FT Data Shows
Article

Wealthion Macro Bites – Oil Prices Now Driving Treasury Yields, FT Data Shows

The FT reports the correlation between Brent crude and 10-year Treasury yields has reached its...

Enjoyed This? Get More Insights

Expert insights and curated opportunities, delivered to your inbox.

    By subscribing, you agree to receive Wealthion emails. Unsubscribe anytime.

    Ready to Position for What's Coming?

    Whether you're still learning or ready to act, your next step starts here.

    Explore Opportunities
    • Independent
    • Macro-Informed
    • Real Asset Focused
    Gold