Lynette Zang, David Lin and David Hay Tuesday 2-21-2023
How Will Inflation Impact Consumers Ability to Consume More?
Lynette Zang: 2-21-2023
Everybody expects the consumer to support the economy. This is a consumer-driven economy and we keep hearing all these reports of how great the consumer is doing.
Well, I don't know if that's really true and I don't think you should either.
Let me show you what's really happening.
'Biggest bubble in human history' to collapse, this is how to find the market bottoms - David Hay
Kitco News: 2-21-2023
Daivd Hay, Author of Bubble 3.0 and Partner at Evergreen Gavekal, discusses the anatomy of bubbles, how to identify a market bottom, and how he is positioning himself in this market.
He spoke with David Lin, Anchor and Producer at Kitco News.
0:00 – Intro
3:45 - Investment approach
5:11 - Bubble history and anatomy
11:08 - Volume and volatility
12:16 - Fundamental indicators of a bubble
13:42 - 'Biggest bubble in human history'
15:52 - Market timing
19:12 - Finding a bottom
22:32 - Monetary policy inflating assets
24:15 - Investment implications