In 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,… Read More
This week’s newsletter is highlights our latest podcast, one of Evergreen Gavekal’s wealth advisors Kaeli Kaainoa, CFP® & CEPA, sits down with our most recent addition to our team, Melissa Hilty, an attorney with an LLM in Taxation and over 15 years of experience with the IRS. They discuss her… Read More
There are many professional economists who can tell you what is on the horizon for 2024. In this episode of Think Ahead, Kaeli Kaainoa talks to Evergreen’s Co-CIOs, Jeff Dicks and David Hay, and gets their take on what investors should keep an eye on in 2024. Some topics discussed… Read More
EPISODE 2 / Guest: Jacob Colker, Managing Director AI2 Incubator Welcome to Episode 2 of our Evergreen Ventures podcast, Unchartered Optimism. Evergreen Ventures is the private investment arm of Evergreen. We seek investments in private markets that offer unique return profiles in markets that are less understood and not… Read More
No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? This week, we are presenting a podcast with Weiss President and CIO Jordi Visser, who has not been shy about discussing this topic. Read More
The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO and Co-Founder of Gavekal Research, and Jeff Eulberg, Managing Director at Evergreen Gavekal, to get their take on how the results of the US election will impact markets. Read More
An informative interview from Evergreen Gavekal’s CEO Tyler Hay as he discusses the dynamic opportunities and evolving risks facing investors in the Cannabis industry with 4Front Ventures CEO Josh Rosen. If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the… Read More
A couple of weeks ago you 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? Read More
Evergreen 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… Read More
In the second episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews Evergreen CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent EVA reader, you are likely already familiar with David’s take on the current market cycle and on economic policies,… Read More
