David Hay joins Dan Bustamante of The LongVol Report in a discussion about his start of Evergreen Gavekal, The Yen Carry trade and the fallout, Market Structure, Commodity Bull Market and Carvana.

A discussion with Evergreen Gavekal founder and CIO, David Hay.

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Evergreen-Gavekal: evergreengavekal.com/team/david-hay/

*This video is not financial advice. The views of the host and guest do not reflect the views of their respective firms.

0:00 - Introduction
6:00 - The Start of Evergreen Gavekal
9:00 - The Yen Carry Trade & The Fallout
17:00 - Market Structure & Passive Investing
21:00 - Evergreen-Gavekals Approach
26:00 - Will Commodities Take Off Again?
33:00 - Thoughts on Carvana



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www.thelongvol.com/disclaimer/