Shows
Capital Allocators – Inside the Institutional Investment Industry[REPLAY] Louis-Vincent Gave – Macro Consequences of Government SanctionsLouis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia’s invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis’ background and founding of GaveKal, and turns to the potential second order impacts...2025-04-1445 min
The Long ViewLouis-Vincent Gave: ‘The Future Is Being Built Over There’Our guest this week is Louis-Vincent Gave. Louis is founding partner and CEO of Gavekal Group, a research and financial services firm based in Hong Kong. After graduating from Duke University and studying Mandarin at Nanjing University, Louis joined the French Army, then went on to become a financial analyst at Paribas, first in Paris, then in Hong Kong. In 1999, he launched Gavekal with his father, Charles, and Anatole Kaletsky. Louis is the author of seven books, the latest being, Avoiding the Punch: Investing in Uncertain Times.BackgroundBioAvoiding the Punch: Investing...2025-02-2554 min
Opinion Insights PodcastInvestors Need to Have Theri Trump Cards Ready - Tyler Hay (Evergreen Gavekal)To read or subscribe to the Evergreen Gavekal Blog, click here -> https://evergreengavekal.com/blog/2025-02-1317 min
WTFinanceChina's Economic Revolution Threat to the West with Louis-Vincent GaveInterview recorded - 23rd of January, 2025On this episode of the WTFinance podcast I had the pleasure of welcoming back Louis-Vincent Gave. Louis is the Founding Partner & Chief Executive Officer of Gavekal.During our conversation we spoke about his thoughts on the markets, the everything bubble in the US, what tariffs mean for the US Dollar, the Chinese economic revolution, QE in the market, manufacturing boom and more. I hope you enjoy!0:00 - Introduction0:59 - Louis’ overview of markets4:00 - Everything bubble in the US?7:44 - Are tariffs bullish US Do...2025-01-2947 min
PersonableLouis Vincent Gave - Co-Founder & CEO GaveKalLouis Vincent Gave is the Co-Founder & CEO of GaveKal - a financial services company headquartered in Hong Kong. Its main business activities include financial research and investment management services.Personable is a podcast dedicated to helping listeners become the best they can be by learning from the world’s best in their respective fields. This mission is inspired by my mother, Louise, who encouraged me to become the best version of myself before she passed away from cancer in 2023.Connect with Harvey:Harvey's LinkedIn: https://www.linkedin.com/in/harveybracken-smith/ Harvey's Instagram: https://www...2024-11-061h 05
Evergreen ExchangeDeep Dive: Concentration in U.S. MarketsIn today's podcast, Wealth Consultant, Kaeli Kaainoa, CFP®, sits down with our Senior Analyst, Gherman Howell for a deep dive into the past 18 months for equity markets, focusing on the so-called "Magnificent 7" – Apple, Microsoft, Nvidia, Google, Amazon, Meta, and Tesla. After the rotation to value in 2022, these tech giants reached a trough toward the end of the year, setting the stage for a remarkable recovery. They explore pivotal innovations, such as Microsoft's integration of OpenAI's ChatGPT and Nvidia’s AI-optimized chips, which fueled a resurgence in tech. The discussion highlights the immense influence of the Magnificent 7, now comprising 37% of the S...2024-09-2752 min
Evergreen ExchangeThink Ahead: Expert Advice on Personal Audit RiskIn our latest podcast, one of Evergreen Gavekal’s seasoned CFP® & CEPA professionals, Kaeli Kaainoa, sits down with our newest hire, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her extensive tax expertise, the invaluable lessons learned from her career, and how she will support our clients with her deep knowledge of tax strategy. The conversation highlights risk management by sharing reasons why some ultra-high-net-worth families may get audited. The discussion then dives into effective tax planning strategies, such as implementing Spousal Lifetime Access Trusts (SLATs) in anticipation of...2024-08-0325 min
Evergreen ExchangeThink Ahead: The 2024 HorizonThere are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa gets Co-CIOs, Jeff Dicks and David Hay, take on what investors should keep an eye on in 2024. Some topics discussed include the upcoming US presidential election and anticipated falling interest rates, rising federal debt, and removing emotions from portfolio decisions, all in our new and more concise interview format. 2024-03-1424 min
Money Life with Chuck JaffeEvergreen Gavekal's Hay: Goldilocks is not coming, but trouble is'David Hay, co-chief investment officer at Evergreen Gavekal -- author of the Haymaker newsletter focused on macroeconomic research -- says that 'Pseudo prosperity is still prosperity,' and investors should like whatever they are getting from the economy now because he does not think it will last. Hay says the market "is almost all-in on Goldilocks," which will "make it hard to make money betting on the soft landing." Christopher Zook, president of CAZ Investments -- co-author of Tony Robbins' new book, "The Holy Grail of Investing" -- talks about the themes and the alternative investments that will drive t...2024-02-1457 minEvergreen ExchangeThink Ahead: Understanding the People in Your Plan (Estate Documents)On this episode of Think Ahead, Katie Vercio and Kaeli Kaainoa discuss how they advise clients to choose people to name for various roles in their estate plan. This podcast covers Vercio’s recent blog post “A Guide to Advanced Medical Directives”, and goes more in-depth, using real-life examples of successes and challenges when those documents are put in force.
Some topics they cover:
· What are the key elements of an estate plan?
· What are advanced medical directives, and what
are strategies for implementing them?
· Who should you choose to be agents of your
estat...2023-11-3018 min
Evergreen ExchangeCoffee with Evergreen: Navigating the REIT MarketIn this episode of Evergreen Exchange, Jeff Otis, Director
of Private Wealth, interviews Gherman Howell, Senior Analyst, to discuss real estate investment trusts.
Some topics they cover:
What is a REIT and what areas can it invest in?
What does the difference between leases and actual occupancy indicate about the future of office real estate?
How has financing worked in the market's favor thus far for office space?
What impact may a significant pullback in CRE have on banks?
As always, thank you for listening! This was published on October 12th, 2023.2023-10-1223 min
Evergreen ExchangeAugust Market UpdateIn this episode of Coffee with Evergreen, Jeff Otis, Director of Private Wealth, interviews Jeff Dicks, Co-Chief Investment Officer, to discuss market updates August.
Some topics they cover:
- 2023 has been an active year for the market. What are some highlights we've seen?
-From a macroeconomic perspective, what has been driving the market this year?
-How have bonds been performing in the current market, and what are some strategies we've employed their potential?
As always, thanks for listening! This episode was recorded on August 2nd, 2023.2023-08-0418 minMoney Life with Chuck JaffeEvergreen Gavekal's Hay: Expect a downturn and more banking woes by year's endDavid Hay, co-chief investment officer at Evergreen Gavekal -- the author of the Haymaker newsletter -- says the economy has been throwing 'a huge head fake right now' that has convinced a lot of pundits that the Federal Reserve can pull off a soft- or no-landing scenario. That's not what he's expecting, however, noting that there are plenty of indicators to suggest that troubles are mounting. Also on the show, Tom Lydon of VettaFi turns to an income fund for his ETF of the Week, Catherine Collinson of the Transamerica Center for Retirement Studies discusses the changing outlook that...2023-07-061h 01
Evergreen ExchangeFuture-ProofED: Navigating College Expenses and Planning for SuccessIn this Deep Dive with Evergreen, our Director of Private Wealth, Jeff Otis, interviews our Director of Financial Planning, Katie Vercio. Together, they discuss college investing strategies. Some topics they cover:
College planning can be a large expense. What factors should you consider when planning for education?
A few different types of accounts are used to set up college savings funds. What are the types of accounts? How should you choose which to use?
Many factors should be considered when determining with which account(s) to fund future college plans. Loans, financial aid, current financial goals, and payment meth...2023-06-2317 min
Evergreen ExchangeBreaking News on the Debt CeilingIn this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO Jeff Dicks to discuss a very relevant topic: the debt ceiling. The debt ceiling/limit restricts how much the federal government can borrow to pay its bill and how it can allocate funds for future investments. The debt limit has been raised or suspended numerous times to avoid a default by the US government on its debt. However, the US is getting close to reaching that borrowing limit, which, if it does, would be an unprecedented event. Some of the questions they look to answer are:
What...2023-05-2615 min
Evergreen ExchangeApril Market Update
In this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell to discuss how investors should approach markets with looming recession fears and a strong start to the year for stocks.
Some topics they cover:
Should investors trust the recent rally?
Why do credit spreads not seem to be pricing in a recession?
Should investors move from floating- to fixed-rate debt?
Which sectors do we think are most attractive in the near- and long-term?
As always, thank you for listening!
2023-04-2712 min
Evergreen ExchangeShould AI Be Regulated?
In this episode of Coffee with Evergreen, Jeff Otis interviews Michael Johnston to discuss the impact of new developments in artificial intelligence (AI).
Some topics they cover:
What is "generative AI"?
What industries may be most impacted by AI, and how will it change efficiency?
What are the pros and cons of regulation?
How has AI positively impacted the market so far?
As always, thank you for listening!
2023-04-1313 min
Evergreen ExchangeMarch Market UpdateIn this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-CIO, Jeff Dicks to summarize recent events in the banking industry.
Some topics they cover:
What events led up to the collapse of Silicon Valley Bank?
What actions did the government take to reduce the risk of contagion and stabilize the banking industry?
How are client accounts protected at brokerage houses in comparison to banks?
As always, thank you for listening!2023-03-2815 min
Evergreen ExchangeLooking Ahead with Tyler HayFor this week’s Evergreen Virtual Advisor, we are releasing a podcast with our CEO, Tyler Hay and our Director of Private Wealth, Jeff Otis to discuss the economy and portfolio management.
Some questions they look to answer:
What economic trends could have a lasting impact on the economy?
What are some portfolio management observations you would make in today’s investing environment?
What should and shouldn’t investors be doing in today’s economy?
As always, thank you for listening!2023-03-0222 min
My Worst Investment Ever PodcastLouis-Vincent Gave – Your Success Comes Down to Portfolio SizingBIO: Louis-Vincent Gave is the Chief Executive Officer of Gavekal, a Hong Kong-based company he co-founded over 20 years ago with his father, Charles, and Anatole Kaletsky.STORY: Louis’s father invested one million dollars in a portfolio of 10 Asian companies. Louis was managing this portfolio, whose size was disproportionate to his earnings. He was earning $50,000 annually at the time and had never owned a portfolio this big, which made him sick.LEARNING: Portfolio sizing matters tremendously. Never under or over-position yourself. Invest with people who have experience. “Know your own weaknesses and don’t...2023-03-0158 min
Kepler Trust Intelligence PodcastTrust Issues #10 - What’s happening in China, with Gavekal’s Andrew BatsonIn this episode of Trust Issues we get an update on China with Gavekal's Director of China Research, Andrew Batson. We discuss housing, video games and semiconductors.
Intro music used with permission by State Azure.
2023-02-1553 min
Evergreen Exchange2022 Tax Filing SeasonIn this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Tax Director, Kelly Sterling to discuss what you need to know this tax filing season.
Some topics they cover:
What life is like as a CPA this time of year?
What are the updated laws on the Federal side?
What are some common mistakes that individuals make on their taxes?
As always, thank you for listening!2023-02-1318 min
Evergreen ExchangeJanuary Market UpdateIn this episode of Coffee with Evergreen, Director of Private Wealth, Jeff Otis interviews Co-Chief Investment Officer, Jeff Dicks to discuss the January Market Update.
Some topics they cover:
Recap on recent recovery in the markets
What risk remains? Anything the market seems to be missing?
Bullish and bearish insights on returns
As always, thank you for listening!2023-02-0119 min
Evergreen ExchangePublic and Private Markets for 2023In this Deep Dive, Director of Private Wealth, Jeff Otis interviews Managing Director, Jeff Eulberg to discuss the outlook of Public and Private markets in 2023.
Some topics they cover:
This year’s outlook on publicly traded equities
Our thoughts on real estate exposure and private investments
Favorite investment opportunities in 2023
As always, thank you for listening!2023-01-1826 min
Evergreen ExchangeDecember Market UpdateIn this episode of Coffee with Evergreen, Partner Jeff Otis interviews Senior Analyst, Gherman Howell to discuss the December Market update.
Some topics they cover:
How should one go about tax harvesting?
What should investors be paying attention to going into 2023?
How are the markets looking as we wrap up the year?
As always, thank you for listening! This episode was recorded on December 20, 2022.2022-12-2121 min
The Meb Faber Show - Better InvestingLouis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459Today’s guest is Louis-Vincent Gave, Founding Partner and CEO of GaveKal, a leading independent provider of macro research, and GaveKal Capital, a global asset manager.In today’s episode, Louis kicks it off with the biggest topic in global markets today – the Xi Pivot & reopening of China. He shares his outlook for how it may affect global supply chains, commodity markets, and financial markets. He covers the case for the emerging markets, why he isn’t bullish on the US, and why it may be time to rethink your portfolio construction as we head into a new year...2022-12-1654 min
Evergreen ExchangeYear-End PlanningIn this episode of Coffee with Evergreen, Partner Jeff Otis interviews Director of Financial Planning, Katie Vercio to discuss the necessary steps for investors to take before year-end.
Some topics they cover:
Charitable Giving: What is the best way to gift?
Retirement Planning: What should clients be considering?
Tax Planning: What investors should be doing from a tax perspective.
As always, thank you for listening!2022-12-0619 min
ClubeCLUBE #50 | Com Louis-Vincent Gave, CEO e sócio cofundador da GavekalComo o cenário econômico global e os protestos na China, em especial, vão impactar os seus investimentos em 2023? Para responder essa pergunta, e comemorar o 50º episódio do CLUBE, Bruno Lima e Daniel Cunha, do BTG Pactual, recebem um convidado de honra diretamente de Hong Kong: Louis-Vincent Gave, CEO e sócio cofundador da #Gavekal - uma das casas de research mais respeitadas e admiradas pelos maiores investidores do mundo. Louis-Vincent Gave é formado pela Duke University, estudou mandarim em Nanjing e já fez parte do exército francês, onde serviu como segundo-tenente em um batalhão de infantar...2022-12-0351 min
Evergreen ExchangeAssessing Global Market ConditionsIn this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews CEO of Gavekal Research, Louis Gave, to discuss what it's like being a U.S. investor in today's global markets.
Some topics they cover:
China after the Party Congress. What are the political and investment implications?
Thoughts on the U.S dollar, emerging markets, and energy?
U.S. Mid-term Elections: What to be watching?
As always, thank you for listening!2022-11-0956 min
Evergreen ExchangeOctober Market UpdateIn this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO, Jeff Dicks, to give us an October market update.
Some topics they cover:
What is currently driving markets?
There have only been three years in history when both stocks and bonds have been down. What does this mean is happening in the bond market?
What are some opportunities in both domestic and international equity markets?
As always, thank you for listening! This episode was recorded on October 25, 2022.2022-10-2737 min
Evergreen ExchangeSpecial Needs PlanningIn this episode of Coffee with Evergreen, Evergreen GaveKal's Tygue Howland, a member of our Business Development Team, is joined by a Partner of Palladio Consulting, Connor Kavanaugh, to discuss financial planning when someone has a child with special needs.
Some topics they cover:
When meeting new families, what is the process to determine the resources available to individual families?
What are the benefits that could be utilized for these families?
What is a special needs trust, and when should it be used?
As always, thank you for listening! This episode was recorded on October 7, 2022.2022-10-1224 minCapital Allocators – Inside the Institutional Investment Industry[REPLAY] Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)Louis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia’s invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis’ background and founding of GaveKal, and turns to the potential second order impact...2022-10-1049 min
Evergreen ExchangeCharitable Giving: More Than Just a Tax BreakIn this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.
Some topics they cover:
Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
What are essential questions to think about when considering charitable giving?
What are the different funds/resources people can use?
As always, thank you for listening! This episode was recorded on September 13, 2022.2022-09-1524 min
Evergreen ExchangeAugust Market UpdateIn this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook.
Some topics they cover:
-Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in? Are we currently in a recession?
-What are we thinking about equity markets going forward?
-What is Evergreen Gavekal's near-term outlook on the market? How are we adjusting portfolios between now, year-end, and beyond?
...2022-08-2429 min
Evergreen ExchangeHow to Plan for Market VolatilityIn this episode of Coffee with Evergreen, Partner Jeff Otis and Director of Financial Planning Katie Vercio, CFP® discuss what to do when the market is volatile.
Some topics they cover:
How do we advise clients during times of volatility?
Timing the market is difficult. Is now a good time to get into the market? How are we advising new clients?
What are some specific strategies we recommend when the market is down?
As always, thank you for listening! This episode was recorded on 8/8/2022.2022-08-1015 min
Evergreen ExchangeJuly Market UpdateIn this episode of Coffee with Evergreen, Evergreen GaveKal's Director of Private Wealth, Jeff Otis, and Co-Chief Investment Officer, Jeff Dicks, present a market update for July 2022.
Some topics they cover:
What drove market performance in Q2 this year?
Bonds are off to their worst start in over 40 years. What does this mean for fixed-income going forward?
What is our most favored segment of the bond market right now?
Inflation is still on everyone's mind. Has anything changed with inflation expectations?
What is our current general economic outlook?
As always, thank you for listening! This...2022-07-2021 min
China of TomorrowInterview with Founder and CEO Louis-Vincent Gave, GavekalIs Geopolitics an important driver for 2020s investing? On this week’s episode of China of Tomorrow, Liqian Ren is joined by Jeremy Schwartz, WisdomTree’s Global Chief Investment Officer and Louis-Vincent Gave, Founding Partner and CEO at Gavekal, a research and financial advisory firm offering clients information and ideas relating to Asia. This episode covers a macro discussion on the shifts in the geopolitical world order and economic relations from China to the U.S., Russia and more.2022-07-1356 min
Evergreen ExchangeDiet and Exercise…We all have friends who talk about their diets. I’ve always been struck by the fact that people who like to talk about them the most are typically overweight. In fact, I can’t remember the last time I heard a skinny person going on and on about his/her formula for success. In dieting and investing, it would seem that self-discipline plays a crucial role. So, what does self-discipline mean for investors? I think it can be a number of things, but here are some of the most critical elements as it relates to investment discipline.
Art...2022-06-2521 min
Evergreen ExchangeJune Market UpdateIn this episode of Coffee with Evergreen, Partner Jeff Otis and Senior Analyst Gherman Howell give a quick update on the financial markets as of June 2022.
Below is a list of some topics they cover:
Is liquidating your portfolio a good idea?
Given the current market conditions, what are some positive highlights we can see on the buying front?
An overview of some sectors we are currently liking.
As always, we hope you enjoy the episode! This episode was recorded June 21, 2022.
This material has been prepared or is distributed solely...2022-06-2219 min
Evergreen ExchangeWhat Does China’s Reopening Mean?In this episode of Coffee with Evergreen, Partner Jeff Otis and CEO of GaveKal Research, Louis Gave, discuss the implications of China's policies on the US economy.
Some questions they dive into are:
China is easing its COVID restrictions. What does this mean for the market?
What should investors pay attention to in the energy market now that China is reopening? Is the US able to aid in the energy market?
We've had a market rebound from recent lows; what should we expect in the near future?
As always, we hope you enjoy the listen...2022-06-0827 min
Evergreen ExchangeMay Market UpdateIn this Deep Dive, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) discuss our most recent Evergreen Chartbook. The Chartbook explores the current state of the economy, markets, and Evergreen's general outlook.
Some questions they explore are:
What are we seeing right now with inflation?
Where do things stand with the Fed?
Bloomberg has a 33% probability of a US recession over the next 24 months. Does the yield curve point to a future recession?
What is going on in the market? Bonds, treasury yields, stocks, and corporate bonds are all reacting. How do we interpret this?
As...2022-05-2529 min
Evergreen ExchangeLife in Transition: Estate PlanningPart 2: Estate Planning
In this three-part series, we are diving deep into moments of financial transition. In November, we spoke with Blake Hilty about divorce and its economic implications. This week, Heidi Jeromanovs, CFP® and Evergreen's Regional Director of Oregon, interviews Family Law & Estate Planning Attorneys Sara Winter & Stefan Wolf to discuss estate planning:
If you are the primary financial person in your household, how do you make sure your spouse or children are prepared to handle their finances if something happens to you?
How do you plan for the transfer of your estate to your s...2022-05-0329 minCapital Allocators – Inside the Institutional Investment IndustryLouis-Vincent Gave – Macro Consequences of Government SanctionsLouis-Vincent Gave is the Founding Partner and CEO of GaveKal, one of the world's leading independent providers of macro research, and GaveKal Capital, a manager of $2.7 billion in assets. Louis launched GaveKal alongside his father in 2000 and has become a go-to source for creative research on global economics and asset allocation, particularly in China. He recently penned CYA as a Guiding Principle, dissecting the consequences of Western government responses to Russia’s invasion of Ukraine. He joined me to discuss the key takeaways. Our conversation starts with Louis’ background and founding of GaveKal, and turns to the potential second order impact...2022-04-2545 min
Evergreen ExchangeApril Market UpdateIn this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick update on the financial markets as of April 2022.
We have seen a recent recovery since last month. What is going on with markets?
A recession seems to be on everyone's mind. What is Evergreen's stance on this? Is a recession in the near future?
Currently, the tech sector is underperforming. What are our recommendations when sectors are underperforming?
What areas of the market should be avoided?
As always, we hope you enjoy the listen! This episode was recorded on...2022-04-2017 min
Evergreen ExchangeMarch Market UpdateIn this episode of Coffee with Evergreen, Partners Jeff Otis and Jeff Dicks (Evergreen's co-CIO) give a quick recap of the financial markets so far in 2022. A few topics they touch on:
What is driving the market lower? And how could this turn around?
How has Evergreen been reacting to the recent turmoil?
“Buy Low, Sell High” is an obvious statement, but it’s easier said than done.
As always, we hope you enjoy the listen! This episode was recorded on March 8th, 2022.
This material has been prepared or is distributed solely for in...2022-03-1027 min
Evergreen ExchangeReturning to the Russia/Ukraine ConflictIn this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, with an update on the Russia/Ukraine conflict:
What's changed in Ukraine? Why has Russia invaded Ukraine?
What are the implications for China? How is China handling this in terms of trade?
What is the impact on Europe and the US?
As always, we hope you enjoy the episode! This episode was recorded on March 1, 2022.
This material has been prepared or is distributed solely for informational purposes only and is not a solicita...2022-03-0334 min
Evergreen ExchangeHow Is the Russia/Ukraine Issue Affecting the US Markets?In this episode of Coffee with Evergreen, partner Jeff Otis interviews Louis Gave, partner at Evergreen and CEO of Gavekal Research, on what's going on in the global economy.
What impact can a Russian invasion have on financial markets?
What does Russia gain by invading Ukraine?
What are the political implications for the US with both Russia and China in this potential invasion?
As always, we hope you enjoy the episode! This episode was recorded on February 14, 2022.
This material has been prepared or is distributed solely for informational purposes only and is...2022-02-1825 min
Evergreen ExchangeThe Inside Scoop at EvergreenIn this episode of Coffee with Evergreen, partner Jeff Otis interviews Heidi Jeromanovs, CFP® and Evergreen’s Regional Director of Oregon, on what it's like working at Evergreen.
How is Evergreen different than other firms?
We know that women are a minority in the financial planning industry. What is it like being a woman in the industry?
What makes a good client? How do you, as a client, be active in your plans and goals? What can you do to stay ahead?
As always, we hope you enjoy the episode! This episode was recording on February 8, 2022.
2022-02-1020 min
Evergreen ExchangeCould Volatility Be a Good Thing?In this episode of the Evergreen Exchange, Jeff Otis interviews Managing Director, Jeff Eulberg, on the volatile start to 2022. Jeff Otis describes why volatility is not always a bad thing. Otis and Eulberg go on to discuss:
What will this mean for international markets?
What could make this market turn around in the near term?
What are the most attractive areas of opportunity?
As always, we hope you enjoy the listen! This episode was recorded on January 25th 2020
This material has been prepared or is distributed solely for informational purposes only and is not a...2022-01-2713 min
Evergreen ExchangeMetaverse 101In this Deep Dive, Evergreen's CEO, Tyler Hay, interviews Meta's (formerly known as Facebook) Vice President of Global Operations, John DeVine, on the Metaverse. The Metaverse creates new obstacles and strategies for everyday life and poses many interesting questions:
What is Metaverse, and should we take it seriously?
What are some economic opportunities that come from it?
How will the Metaverse mirror real life? What should we be excited and what are some ethical dilemmas we're already seeing?
As always, we hope you enjoy the listen! This episode was recorded on January19, 2022.
This material has...2022-01-2148 min
Evergreen ExchangeWill 2022 Have More All-Time Highs?In this episode of the Evergreen Exchange, Michelle Watson interviews fellow Evergreen Gavekal partner Louis Gave to discuss what to expect with international markets, energy, and inflation for 2022. Louis pointed out that in 252 trading days in 2021, the US equity markets delivered 72 new all-time highs. These highs may lead people to ask, “what will 2022 look like?” Through infrastructure spending, Fed policies, and international policies, we are already seeing very different economic approaches to this year. Listen in to learn what our very special guest, Louis, has to say. This episode was recorded on January 12, 2022.
As always, we hope you...2022-01-1428 min
Evergreen ExchangeDeep Dive: 2022 Market ExpectationsHappy New Year from the Evergreen Exchange! In this episode, Partners, Jeff Otis and Jeff Dicks (Evergreen's co-CIO), discuss investment themes for 2022 in a 22-minute Deep Dive. Listen in for answers to these questions:
-What is our investment committee's outlook on financial markets for the year?
-More specifically, which sectors do we think are set to outperform (and underperform)?
-How do we see the income landscape adjusting in 2022?
-What major risks to the market are we managing around in client portfolios?
As always, we hope you enjoy the listen!2022-01-0522 min
Evergreen ExchangeCoffee With Evergreen: December 31stIn this episode of Coffee with Evergreen, Jeff Otis interviews Gherman Howell, Evergreen's Senior Analyst, to discuss the main economic takeaways from 2021 and what we can look forward to in 2022. The consumer's resilience, management of employees, and supply chain disruptions had significant impact on the 2021 economic environment. 2022 has the potential to drift towards normality and settle economic growth and inflation concerns. Also, what should we be thinking about going into the new year? This episode was recorded on December 28th.
As always, we hope you enjoy the listen!
This material has been prepared or is...2021-12-3119 min
Evergreen ExchangeCoffee with Evergreen: December 22ndIn this episode of Coffee with Evergreen, Jeff Otis interviews one of Evergreen’s Senior Financial Planners, Katie Vercio, CFP®. They discuss year-end financial planning strategies. Katie emphasizes the three most important things to consider: contributions, distributions, and taxes. They also dive into what gets missed as the year wraps up.
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, rec...2021-12-2214 min
Evergreen ExchangeThe Financial Impacts of Divorce and How You Can PrepareAs an asset manager, outsiders may believe Evergreen's primary duty is to invest money. What we know from nearly 40 years in the business, is that’s only half the job. A trusted advisor's greatest value is to guide clients through times of stress and uncertainty. This series focuses on three very common scenarios we see, where clients lean on their team at Evergreen to manage logistics and avoid costly errors instead of attempting it themselves. These three critical areas we will cover are divorce, death, and windfalls (liquidity events).
Today's episode starts with divorce. Evergreen's Senior Financial Pl...2021-11-2336 min
Evergreen ExchangeCoffee with Evergreen: November 12In this episode of Coffee with Evergreen, Jeff Otis and Jeff Eulberg, our Managing Partner, chat about market highs, client fears, estate planning, and more. This episode was recorded on November 2, 2021.
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured g...2021-11-1215 min
Evergreen ExchangeCoffee with Evergreen: October 4thIn this episode of Coffee with Evergreen, Jeff Otis interviews co-CIO, Jeff Dicks recorded on September 29th.
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current market conditions, reflect the personal opinions of the featured guest, and do not necessarily reflect the views of Evergreen Investment Committee as a wh...2021-10-0414 min
Evergreen ExchangeCoffee with Evergreen: September 23rdIn this episode of Coffee with Evergreen, Jeff Otis interviews Evergreen's Senior Analyst, Gherman Howell. Gherman gives a high-level overview of China’s Evergrande situation and whether we think contagion is likely at this point. He also dives in on some of our favorite investment themes and how to find value in an overheated market.
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any tr...2021-09-2322 min
Evergreen ExchangeDeep Dive: A Behind the Scenes Look at Seattle's VC LandscapeEvergreen CEO, Tyler Hay, interviews FUSE co-founder, Kellan Carter, in a thoughtful conversation that will give listeners an understanding of how venture firms work, what unique opportunities Seattle presents, and how Evergreen is participating in the rapidly growing VC market.
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this piece are based upon current...2021-09-2140 min
Evergreen ExchangeDeep Dive: Moya Skillman on the Greater Seattle Area's Real Estate BoomLocal real estate professional, Moya Skillman, joins us to talk about the market and what both buyers and sellers should be aware of. High-profile real estate deals require experience, care, and great attention to detail to execute properly. That is why Wealth Consultants at Evergreen are very selective about the professionals we partner with to guide clients through the process. With Moya's 15 years of experience in residential real estate and selling over $200 million annually, you'll not want to miss what she has to say regarding the current market and trends in the Seattle area. Answers to these questions and mo...2021-09-1022 min
Evergreen ExchangeCoffee with Evergreen: September 3rdIn this episode of Coffee with Evergreen, partners, Jeff Otis, and, Jeff Dicks, CFA, discuss our investment committee's outlook on interest rates and explain some of the complexities that investors may be scratching their heads on when it comes to the relationships between interest rates, inflation, and various other economic realities. Evergreen has long been known as an "income manager". Not because our portfolios neglect to focus on the equity side, but because active management of both the stock and bond sides is uncommon even amongst professional managers. For 25 minutes, co-CIO Jeff Dicks, describes to listeners the ways in...2021-09-0326 minEvergreen ExchangeDeep Dive: Louis Gave on Afghanistan, China, and "De-Dollarization"Evergreen Partners, Jeff Otis and Louis Gave discuss concerns regarding the effects of global politics on investment portfolios. Crackdowns on big tech by Chinese regulators have broadly received negative attention from global investors, but Louis offers a more nuanced perspective to consider. Gavekal is Evergreen's research partner and keeps our investment committee up-to-date on developments in Europe and Asia that may not otherwise be as prompt or accessible to a U.S. firm. Listen in as we discuss these questions:
How might social and political issues in Afghanistan impact markets?
What should U.S. investors...2021-08-2035 min
The Investor's Guide to AsiaThe Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage. To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of...2021-07-0634 minFidelity Answers: The Investment PodcastThe Investor's Guide to China: China in the world - an interview with Gavekal's Louis-Vincent Gave (#9)China's role in global affairs is more important - and more complex - than ever. From geopolitics and economics to the battle against climate change, the country's participation in global issues presents investors with opportunities but also requires unwavering attention. Central to any analysis must be an understanding of how China hopes to portray itself and why the country seeks certain roles on the world stage. To discuss China's place in the world, Paras Anand, Global Chief Investment Officer for Asia Pacific, is joined by Louis-Vincent Gave, Founder and CEO of Gavekal, a leading independent provider of...2021-07-0634 min
Evergreen ExchangePlanning for Tax ReformIn 2020, Evergreen published a podcast on our thoughts about preparing for Biden's tax plan. Now, we are offering more specific analysis and guidance on what that could mean. With greater clarity today than we had before, this recorded webinar should answer some of your most pressing questions on how to navigate the tax code influenced by a new administration.
Katie Vercio, CFP is our Senior Financial Planner and Kelly Sterling, CPA is the Managing Director of our tax division. Together, they unpack the following topics:
What are some key highlights of Biden’s tax plan for in...2021-06-2849 min
Evergreen ExchangeSports franchise ownership could be for youJeff Otis interviews Evergreen CEO, Tyler Hay, on the changing environment in sports franchise ownership. As PE firms enter the space, these investments will become more accessible and new money will provide liquidity for current investors who took a hit in 2020/21. The change is yet another result of the status quo shift happening in nearly every sector to stay afloat after more than a year of Covid restrictions. This episode will answer the following questions:
What’s changed in terms of the ownership of professional sports franchises?
Who has been investing in professional sports historically?
Is th...2021-06-1013 min
Evergreen Exchange"Accidental Wealth" & Smart Investing for Tech WorkersSomething we see almost daily but have never discussed on the podcast is the occurrence of what Jeff Otis calls "accidental wealth". Some clients have attained their financial goals through intentional wealth building and/or a sizeable inheritance, while others stumble upon it as a result of extreme career success. The most ubiquitous example here in the Seattle Area is the "tech worker". From developer to director, talented folks in the tech space tend to hit a level of means they are un-prepared to manage at some point in their working life.
Jeff Otis and Katie Vercio h...2021-05-2625 minEvergreen ExchangeSpecial Edition: Louis Gave at the John Mauldin Strategic Investment ConferenceToday we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck, you can access our blog here: https://blog.evergreengavekal.com/taking-a-punch-getting-up-again/
As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
Th...2021-05-2152 min
Evergreen ExchangeDeep Dive: Crypto, Cannabis, and the Future of Business "In-Person"Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to be the balancing of economic stimulus with a recovering economy. None of us has a crystal ball, but Tyler shares his considerations for thinking through whether inflation (or deflation) could lie ahead. Listen in as we discuss these questions:
Is the legitimacy of...2021-05-1430 min
Evergreen ExchangeCoffee with Evergreen: April 23rdIn this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay about the wealth management industry as a whole and how Evergreen Gavekal became a $3 billion (AUM)* investment advisor. How did we start? What challenges do the industry and investors currently face? And, how will the landscape change in the years ahead?
*($3.1B AUM as of 3/31/2021)
This week is a one-time break from our brief 15-minute format to learn a little bit about Evergreen. Please enjoy this 60-minute special podcast episode where two of our partners share with listeners the most interesting and important considerations for...2021-04-2451 min
Evergreen ExchangeCoffee with Evergreen: April 12thIn this episode, Jeff Otis talks with senior analyst, Gherman Howell, about our approach to the research and selection of securities in our portfolios. Topics discussed include:
What are our views on commodities right now?
How does our research team evaluate investment opportunities?
Which valuation metrics do we find most useful?
Bonus question: Where does Gherman plan to travel this Summer?
As always, we hope you enjoy the listen!
Prospective Client Compatibility Survey: http://www.invest.evergreengavekal.com/client-compatibility
This material has been prepared or is distributed solely for informational purposes only a...2021-04-1225 min
The Sherman Show™S10 E7 - Louis Gave Of Gavekal Research On The New Structural Bear And Bull MarketsLouis Gave, founding partner and CEO of @GavekalResearch, tells DoubleLine’s Jeffrey Sherman and Samuel Lau that the price shifts of three key assets is not a “dead-cat bounce” but “the start of a new trend” in markets that will require investors to make fundamental changes in portfolio allocations if they are to succeed. Hong Kong-based Gavekal Research provides research on global macroeconomics, financial markets and asset allocation. This episode of “The Sherman Show” was recorded on April 6, 2021.
In the past three to five years, Mr. Gave observes, the markets have been priced to a “structurally rising dollar. I think this is now over...2021-04-0859 min
Evergreen ExchangeCoffee with Evergreen: April 1stIn this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics discussed include:
Louis says, "it's not about what business you own, but who you own it with". How should investors treat securities that have performed well but are highly leveraged?
Will Europe open for a semi-normal Summer?
What can investors expect to happen to interest rates with the recent (and ongoing) Fed bond-buying activity?
And then, how do equities respond?
Bonus question: Where is the Gave Family's favorite travel destination?
As always, we hope you enjoy the l...2021-04-0116 min
Evergreen ExchangeCoffee with Evergreen: March 29thIn this episode, Jeff Otis talks with Director of Investments, Jeff Dicks, about what we are watching right now. Topics discussed include:
What do you make of the recent NASDAQ volatility?
Is all of the "good news" priced in?
What areas of the market do you find both particularly attractive and unattractive?
Are you concerned about the level of stimulus passed due to the pandemic?
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to b...2021-03-3010 min
Evergreen ExchangeDeep Dive: Thoughts From An Expert (What You Should Understand About SPACs)In this episode, Evergreen CEO, Tyler Hay, talks with SPAC expert and K&L Gates senior partner, Rob Malin about the things you should know to have an informed conversation about special purpose acquisition company opportunities. Topics discussed include:
SPACs have been around for years. Why the recent increase in popularity?
How has the recent economic environment impacted these investments?
How important are the sponsors and are they potentially incentivized to make more high-risk bets?
Is the SPAC market overheated?
As always, we hope you enjoy the listen!
This material...2021-03-1515 min
Evergreen ExchangeCoffee with Evergreen: March 11thIn this episode, Jeff Otis talks with Investment Committee member, Jeff Eulberg, about what we are watching right now. Topics discussed include:
Could this be a good time to take on debt?
What ticker symbols did we check first this morning?
Does Jeff agree with the consensus that tech is due for a correction?
Favorite and least favorite stock today?
What market-related keeps you up at night?
Bonus Question: NCAA tournament pick?
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is n...2021-03-1113 min
Evergreen ExchangeCoffee with Evergreen: March 4thIn this episode, Jeff Otis talks with Evergreen Chief Investment Officer, David Hay, about what we are watching right now. Topics discussed include:
-What is QE4?
-How does the stock market affect the bond market?
-What does it mean to be an active income manager?
-If inflation is to be expected, how imminent is it?
-Bonus question: Dave's favorite film
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is...2021-03-0512 min
Evergreen ExchangeCoffee with Evergreen: February 25thIn this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay, about what we are watching right now. Topics discussed include:
Fed Chairman Jerome Powell's statement this week
Effects of inflation v. deflation
Risks to be aware of
Spotting opportunity
Considerations for hiring a money manager
The case for a new income playbook
Bonus question: Tyler's favorite golf course
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or...2021-02-2516 min
Evergreen ExchangeCoffee with Evergreen: February 10thIn this episode, Jeff Otis talks with Louis Gave about what we are watching right now through a broad macro-lens. Louis is always a pleasure to speak with on matters concerning monetary policy and the intricate web that is our global economy. This episode is longer than normal at 17 minutes, but we think you will find it well worth the listen! Questions include:
What will be the impact on markets due to the massive amount of economic stimulus from 2020 and 2021?
Is inflation likely and how do investors protect their portfolios?
A common and founded worry amongst those in...2021-02-1017 min
Evergreen ExchangeCoffee with Evergreen: February 4thIn this episode, Jeff Otis talks with Gherman Howell about what we are watching right now. Questions include:
What do you make of this week's news from Amazon? How worried should investors be about Bezos's transition out of the roll of CEO?
In which areas of the market do we see opportunity?
What risks should investors keep in mind as the economy reopens?
Bonus Question: Favorite podcast other than the Evergreen Exchange?
As always, we hope you enjoy the listen!
This material has been prepared or is distributed solely for informational purposes only and is not...2021-02-0812 min
SinicaChina’s struggle for tech ascendancy, with Dan Wang of Gavekal DragonomicsThis week on Sinica, Kaiser talks with Dan Wang, a Shanghai-based analyst at research firm Gavekal Dragonomics, who also contributes a regular opinion column to Bloomberg. Combining firsthand knowledge of China’s tech sector with broad erudition and a humanist’s perspective, Dan offers a unique take on China’s innovation ecosystem, the country’s efforts to achieve self-sufficiency in technology, and the role of economic growth, fundamental optimism, and inspiration in China’s rise as a tech power.
13:53: The outsize importance of economic growth
25:02: An overemphasis on digital technology
33:55: Reciprocity and technological codependence
49:12: Technology is more than just tools and patents...2021-02-0400 min
Sinica PodcastChina’s struggle for tech ascendancy, with Dan Wang of Gavekal DragonomicsThis week on Sinica, Kaiser talks with Dan Wang, a Shanghai-based analyst at research firm Gavekal Dragonomics, who also contributes a regular opinion column to Bloomberg. Combining firsthand knowledge of China’s tech sector with broad erudition and a humanist’s perspective, Dan offers a unique take on China’s innovation ecosystem, the country’s efforts to achieve self-sufficiency in technology, and the role of economic growth, fundamental optimism, and inspiration in China’s rise as a tech power.13:53: The outsize importance of economic growth25:02: An overemphasis on digital technology33:55: Reciprocity and technological codependen...2021-02-041h 18
Sinica Early AccessChina’s struggle for tech ascendancy, with Dan Wang of Gavekal DragonomicsThis week on Sinica, Kaiser talks with Dan Wang, a Shanghai-based analyst at research firm Gavekal Dragonomics, who also contributes a regular opinion column to Bloomberg. Combining firsthand knowledge of China’s tech sector with broad erudition and a humanist’s perspective, Dan offers a unique take on China’s innovation ecosystem, the country’s efforts to achieve self-sufficiency in technology, and the role of economic growth, fundamental optimism, and inspiration in China’s rise as a tech power.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.2021-02-011h 18
Evergreen ExchangeCoffee with Evergreen: January 28In this 15-minute episode, Jeff Otis talks with Jeff Dicks about what we are watching right now. Questions include:
What's happening with GameStop (GME)?
Are new variants of Covid from the UK and South Africa a significant risk to markets?
Which sectors do we think are attractive in the recovery?
Bonus Question: Any bets on the Superbowl?
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions...2021-01-2814 min
Evergreen ExchangeCoffee with Evergreen: January 22In this 10-minute episode, Jeff Otis talks with Evergreen investment committee member, Jeff Eulberg, about what we are watching right now. Questions include:
What has been the impact on markets of the Senate runoff in Georgia?
Do you think a Biden Administration will push to change capital gains rates or otherwise raise taxes?
Other than politics, what do you think could drive markets ahead?
Is it time to de-risk and, if so, to what extent?
Bonus Question: What are our predictions for this weekend's AFC/NFC championship games?
As always, thanks for listening!
Disclosure: This...2021-01-2212 min
Evergreen ExchangeTen Charts from 2020DEEP DIVE: In this episode, Jeff Otis talks with Jeff Dicks, about his 10 favorite charts for the infamous year, 2020. This 20-minute episode will address the topics below. You can follow along with the chartbook, created by Jeff Dicks and Gherman Howell, here: https://blog.evergreengavekal.com/the-top-charts-for-2020/
Covid cases, hospitalizations, and deaths for the year
US GDP, retail sales, and unemployment since 1992
2020 sector returns
Winners and losers in 2020
Energy price, demand, and inventory
Global market cap, compared to central bank balance sheets
Investment-grade and high-yield debt over the decade
10-Year treasuries, inflation, and the price...2021-01-1921 min
exame.researchOs Grandes Riscos de 2021 (spoilder Gavekal Research) | PAPO MACRO #0022Arthur Mota (Economista da Exame Research) levanta os 10 riscos globais e locais que têm potencial para impactar a economia e os mercados ao longo de 2021, aproveitando dois itens levantados pela parceira com a Gavekal Research - uma das melhores casas de análises de análise macroeconômica independente do mundo.2021-01-1934 min
Evergreen ExchangeAll about giftingTHINK AHEAD: In this episode, Jeff Otis talks to estate planner, Katie Ludwick, of Ludwick Law Group P.S. about the basic rules and strategies surrounding gifts of cash or securities to individuals and charitable organizations..
Thanks for tuning in and we hope you enjoy the listen!
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Any opinions, recommendations, and assumptions included in this presentation are based upon current...2020-12-0121 min
Evergreen ExchangeWhat does good vaccine news mean for markets?COFFEE WITH EVERGREEN: In this episode, Jeff Otis talks with Tyler Hay and Jeff Dicks, discussing their reactions to the recent vaccine news from Pfizer and Moderna. This 10-minute chat will answer the following questions:
How is the vaccine news impacting markets?
What risks are still out there that investors should be monitoring?
What opportunities do you see emerging ahead?
As always, thanks for listening!
Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate i...2020-11-1912 min
Evergreen ExchangeHow should investors think about the 2020 U.S. election?The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. Today, Senior Wealth Consultant and Partner, Jeff Otis, interviews Evergreen investment committee members Louis Gave and Jeff Eulberg to get their takes on last night's events.
Louis and Jeff weigh in on the following questions:
What is your take on the behavior of the market this morning?
If Biden is elected with a split congress, what are the investment implications? If the odds swing and Trump wins, what would the investment implications be then?
...2020-11-0428 minEvergreen ExchangeWhat Does a Biden Tax Plan Mean for You?The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, Katie Vercio, interviews Evergreen's Managing Directors of Wealth Management and Tax, Jeff Eulberg and Kelly Sterling, on the potential impacts of a Biden tax plan on wealthy individuals and small businesses.
Thanks for tuning in and we hope you enjoy the listen!
Disclosure: This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or...2020-10-2829 min
Evergreen ExchangeMarket Message | October 2020The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Evergreen's Director of Investments, Jeff Dicks to recap 2020 and discuss what we believe may lie ahead and how investors can prepare.
Thanks for tuning in and we hope you enjoy the listen!
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. A...2020-10-0851 minEvergreen ExchangeSmart Estate Planning: ProbateThe Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Washington Estate Planning Attorney, Katie Ludwick, on the topic of "probate". Jeff is a Senior Wealth Consultant and Partner, working out of Evergreen's Bellevue office and Katie practices just down the street at Ludwick Law Group, P.S.
In this episode, Katie provides an overview of the probate process, as well as advice to potentially save time and money! You can reach her at KLudwick@ludwicklaw.com or reach J...2020-08-1649 min
Alpha ExchangeLouis-Vincent Gave, CEO and Founding Partner, GavekalIn 1999, as a new century was nearly upon us, the Euro was born and the US tech bubble was in full sway, Louis Gave hung a shingle to start an independent research firm with his father, Charles. Twenty years later, Louis remains CEO of Gavekal, a firm that has helped institutional clients distill global market risk throughout different cycles. Our conversation focuses a good deal on China, an economy that Gavekal has carefully studied. Calling China the biggest macro story the world has ever seen, Louis and his team have had a front row seat on the economic transformation...2019-11-1357 minEvergreen ExchangeEpisode 5 - Cannaboom or Cannabust?If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked? How has legalization affected access for minors? What are the consequences we can expect to see from vaping? This episode will attempt to answer your most burning questions about the future of cannabis and investments in the space.
Evergreen CEO, Tyler Hay interviews Josh Rosen, CEO of 4Front Ventures. 4Front is a US cannabis investment company, traded on the CSE and OTC markets. Rosen's background was as a equity analyst and portfolio...2019-10-2454 minEvergreen ExchangeEpisode 4 - The U.S.-China ShowdownSubscribe to our weekly e-newsletter: blog.evergreengavekal.com
Last Friday subscribers read Gavekal Research's piece, Investing for a New Cold War. Today on the Evergreen Exchange, listen to Evergreen CEO Tyler Hay interview Gavekal founder Louis Gave on this topic and more, complete with thought-provoking debate and lively banter.
The conversation between Tyler and Louis provides clarity on an issue that has dominated the news during Trump's presidency: will China surpass the U.S. as the world's greatest economic superpower?
Louis built his career in Hong Kong and was once even called one o...2019-07-1152 minEvergreen ExchangeEpisode 3 - Interview with Grant Williams at Mauldin SICEvergreen Gavekal CEO, Tyler Hay, interviews Grant Williams, author of Things That Make You Go Hmmm, co-founder of Real Vision TV, and long-time friend of the firm, from the 2019 John Mauldin Strategic Investor Conference in Dallas Texas. Listen to hear his perspective on a broad range of topics about the global economy, as he and Tyler debrief on the most thought-provoking speeches and interviews given at the conference.
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or t...2019-05-3050 minEvergreen ExchangeEpisode 2 - Tyler & DavidIn this episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent reader of the Evergreen Virtual Advisor, you are likely already familiar with David's take on where we're at in the current market cycle and economic policies like MMT. This podcast takes listeners behind the curtain to get to know David Hay more personally and hear his point of view on the current state of the U.S. economy.
DISCLOSURE: This material has been prepared or is distributed solely f...2019-05-111h 01Evergreen ExchangeEpisode 1 - Tyler & LouisIn our pilot episode, Evergreen Gavekal CEO, Tyler Hay, hosts finance phenom Louis Gave to dish on the current economic climate and a variety of personal topics.
DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Tyler Hay, David Hay and Louis Gave have investments in Aedelhard; this is not a recommendation or offering for an investment in this company. Any opinions, recommendations, and assumptions included in this p...2019-03-281h 14
Financial Sense NewshourMajor Demographic Shift Underway Spells Trouble for Bond Market Preview. 2017-11-17Will Denyer at Gavekal Research discusses the pivotal role of demographics on interest rates and market multiples and what this means for the global markets in the years ahead. For a free trial to Gavekal Research, visit http://research.gavekal.com/form/subscribe.2017-11-1701 min