Jeremy Szafron, Anchor at Kitco News, interviews David Hay, Co-Chief Investment Officer & Partner at Evergreen Gavekal, on the state of the U.S. economy. Hay talks about the mechanics of inflation, the looming tech bubble, and the facade of 'Pseudo Prosperity.' He also speaks about the risks of stagflation and the inflationary impact of green energy transition, Hay offers his own commentary on current fiscal policies. He further explores the potential shifts in U.S. fiscal policy in an election year, providing a forecast on economic directions and investment strategies.
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0:00 - Introduction
1:30 - U.S. Economy Overview
3:00 - Inflation Insights
5:00 - Stagflation Risks
7:00 - Tech Bubble Discussion
9:00 - Green Energy Costs
11:00 - Fiscal Policy Analysis
13:00 - Investment Strategies
15:00 - Future Economic Outlook
17:00 - Closing Thoughts
#equities #commoditiesmarket #interestrates #federalreserve #oil #oilandgas #oilprices #sp500 #useconomy #wticrudeoil #greeneconomy #inflation #macro
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