David Hay: The Trump Triumph Trade (TTT) is overdone!
Macro Voices - En podkast av Hedge Fund Manager Erik Townsend - Torsdager
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Evergreek-Gavekal Chief Investment Officer David Hay joins Erik Townsend as this week’s feature interview guest. Topics include the equity market outlook under President Donald Trump, treasury yields, inflation, energy master limited partnerships, and much more.
