Welcome to the inaugural 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 as available to the average investor. This includes venture capital, private equity, and… Read More
Introduction Investors that read or listen to Louis-Vincent Gave are likely familiar with his assertion that the defining moment of 2007-2008 wasn’t the US mortgage crisis but was instead the launch of the iPhone. And, early adopters who traded in their BlackBerry Curve, Palm Treo, or RAZR flip phone back… Read More
First, please accept my apologies that this EVA issue, based on my in-progress book titled “Bubble 3.0”, is out of sequence. My intent was to run it as a later chapter in the actual book, but I was concerned that if I didn’t run it soon as part of our newsletter, I might miss my chance to create this on a before-the-fact basis. If you are wondering what that “fact” might be, it relates to my suspicion that we might in the final act of what I have formerly referred to as “The Great Levitation”. Read More
In this exclusive Quarterly Webinar, David Hay reviews what's happening with central banks, inflation, the economy, bubbles and debt, yield curves and spreads, energy and the stock market. Read More
At the same time, the Shanghai composite is up over 80%. Read More
