Show Notes
Bubble 3.0: History’s biggest financial bubble: Who blew and how to protect yourself when it blows apart. - David HayDavid Hay has been working in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley. He was named Senior Vice President in 1983. In 1985 he was the youngest member to be elected to Dean Witter’s elite Chairman’s Council. David and his team joined Smith Barney in 1990 and were instrumental in establishing the Portfolio Advisory Program. Fulfilling the positions of Senior Vice President, Senior Portfolio Manager and Director, David also served on the Smith Barney Directors Advisory Group, gaining valuable experience in merger integration and client service enhancement. He acquired a majority interest in Evergreen Gavekal (at the time, Evergreen Capital Management) in 2002. He continues to serve his long-time clients and acts as Co-Chief Investment Officer with special emphasis in macroeconomic research.
In early 2022, David released his second book, Bubble 3.0: History’s Biggest Financial Bubble: Who Blew It And How To Protect Yourself When It Blows Apart. The book explores why he believes the financial markets are headed toward a third iteration of past market busts. He believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder.”
Haymaker, David’s Substack newsletter, launched earlier this year; is presently available to readers at no cost and can be found here.
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