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It’s certainly an interesting time in the markets.The world’s major central banks have returned to cutting interest rates. Yet bond yields are rising on the long end.Meanwhile, risk on assets are in rally mode. Stocks are back at all-time highs.Yet so is gold, the grand-daddy of risk off assets.To make sense of all of this, we’re fortunate to speak today with capital managers David Hay and Jeff Dick of Evergreen Gavekal. David is its Chief Investment Officer & Principal and Jeff is a Managing Director and Partner there.Video Length: 01:11:06More By This Author:6-Week Win Streak For Stocks Just Ended
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