How This 45-Year Industry Vet Is Investing in Nuclear Energy

Grant Williams calls him “one of the good guys” [Read Online]( [Global Macro Update] [Global Macro Update] How This 45-Year Industry Vet Is Investing in Nuclear Energy By Ed D'Agostino | February 9, 2024 [Ed D'Agostino] Grant Williams connected me with David Hay many years ago, calling him “one of the good guys.” When I asked what he meant, he said David genuinely cares more about his clients than the amount of money he’s managing. I’m excited to welcome David, the chief investment officer at Evergreen Gavekal, to the latest episode of Global Macro Update. We cover a lot of ground, including investing in oil and gas, the future of small nuclear reactors, and what China’s stock and real estate market trouble could mean for global investors. David adds to my long list of reasons why China is un-investable right now. He also shares a specific investing signal we should all watch—and deems it “the most important thing” in our conversation. It’s a technique endorsed by Paul Tudor Jones. In the interview, you will also hear about: - The opportunities David sees in Japan - The ticker of an insurance company David likes right now - Why David is personally invested in molten salt small nuclear reactors Forty-five years in the financial industry has given David invaluable insight and perspective, along with the humility to occasionally say “I don’t know,” something I consider an underrated quality. Listen to our full conversation by clicking the image above. You can also read the transcript by [clicking here](. David writes a Substack called [Haymaker](. Best regards, [Ed D'Agostino] [Ed D'Agostino] Ed D'Agostino Publisher & COO Mauldin Economics You can follow me here: - [LinkedIn]( - Or join our discussions by [downloading the new Mauldin Economics app]( Suggested Reading... [Going Bang!](  [Stream January episodes here]( Don't let friends miss this timely insight— share it with your network now. Share Your Thoughts on This Article [Post a Comment]( Did someone forward this letter to you? [Click here to get]( Global Macro Update in your inbox every Friday. [Read important disclosures here.]( YOUR USE OF THESE MATERIALS IS SUBJECT TO THE TERMS OF THESE DISCLOSURES. --------------------------------------------------------------- This email was sent as part of your subscription to Global Macro Update. [To update your email preferences click here.]( Mauldin Economics | 1417 Sadler Road, PMB 415 | Fernandina Beach, FL 32034 Copyright © 2024 Mauldin Economics. All Rights Reserved.