Evergreen Exchange

Today we are publishing a different type of episode than listeners are used to--no intro music, no time limit, and not in Bellevue. We are sharing a superb presentation by Louis-Vincent Gave from John Mauldin’s 2021 Strategic Investment Conference (SIC). During the presentation, Louis goes even deeper than previous podcasts on the very relevant topic of inflation. To follow along with a slide deck...

Evergreen Partners, Jeff Otis and Tyler Hay, are back with a discussion on some of the headlining factors driving markets as of late. This Deep Dive episode discusses the topics of crypto, cannabis, and which industries we think may be permanently altered by the pandemic's virtualization of so many sectors. Another center-stage topic continues to be the balancing of economic stimulus with a recove...

In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay about the wealth management industry as a whole and how Evergreen Gavekal became a $3 billion (AUM)* investment advisor. How did we start? What challenges do the industry and investors currently face? And, how will the landscape change in the years ahead? *($3.1B AUM as of 3/31/2021) This week is a one-time break from our brief 15-minu...

In this episode, Jeff Otis talks with senior analyst, Gherman Howell, about our approach to the research and selection of securities in our portfolios. Topics discussed include: What are our views on commodities right now? How does our research team evaluate investment opportunities? Which valuation metrics do we find most useful? Bonus question: Where does Gherman plan to travel this Summer?...

In this episode, Jeff Otis talks with Gavekal CEO & co-founder, Louis Gave, about what we are watching right now. Topics discussed include: Louis says, "it's not about what business you own, but who you own it with". How should investors treat securities that have performed well but are highly leveraged? Will Europe open for a semi-normal Summer? What can investors expect to happen to int...

In this episode, Jeff Otis talks with Director of Investments, Jeff Dicks, about what we are watching right now. Topics discussed include: What do you make of the recent NASDAQ volatility? Is all of the "good news" priced in? What areas of the market do you find both particularly attractive and unattractive? Are you concerned about the level of stimulus passed due to the pandemic? As always,...

In this episode, Evergreen CEO, Tyler Hay, talks with SPAC expert and K&L Gates senior partner, Rob Malin about the things you should know to have an informed conversation about special purpose acquisition company opportunities. Topics discussed include: SPACs have been around for years. Why the recent increase in popularity? How has the recent economic environment impacted these investments?...

In this episode, Jeff Otis talks with Investment Committee member, Jeff Eulberg, about what we are watching right now. Topics discussed include: Could this be a good time to take on debt? What ticker symbols did we check first this morning? Does Jeff agree with the consensus that tech is due for a correction? Favorite and least favorite stock today? What market-related keeps you up at night?...

In this episode, Jeff Otis talks with Evergreen Chief Investment Officer, David Hay, about what we are watching right now. Topics discussed include:  -What is QE4? -How does the stock market affect the bond market? -What does it mean to be an active income manager? -If inflation is to be expected, how imminent is it? -Bonus question: Dave's favorite film As always, we hope you enjoy...

In this episode, Jeff Otis talks with Evergreen CEO, Tyler Hay, about what we are watching right now. Topics discussed include: Fed Chairman Jerome Powell's statement this week Effects of inflation v. deflation Risks to be aware of Spotting opportunity Considerations for hiring a money manager The case for a new income playbook Bonus question: Tyler's favorite golf course As always, we hope you en...

In this episode, Jeff Otis talks with Louis Gave about what we are watching right now through a broad macro-lens. Louis is always a pleasure to speak with on matters concerning monetary policy and the intricate web that is our global economy. This episode is longer than normal at 17 minutes, but we think you will find it well worth the listen! Questions include: What will be the impact on markets...

In this episode, Jeff Otis talks with Gherman Howell about what we are watching right now. Questions include: What do you make of this week's news from Amazon? How worried should investors be about Bezos's transition out of the roll of CEO? In which areas of the market do we see opportunity? What risks should investors keep in mind as the economy reopens? Bonus Question: Favori...

In this 15-minute episode, Jeff Otis talks with Jeff Dicks about what we are watching right now. Questions include: What's happening with GameStop (GME)? Are new variants of Covid from the UK and South Africa a significant risk to markets? Which sectors do we think are attractive in the recovery? Bonus Question: Any bets on the Superbowl? DISCLOSURE: This material has been prepared or is distribut...

In this 10-minute episode, Jeff Otis talks with Evergreen investment committee member, Jeff Eulberg, about what we are watching right now. Questions include: What has been the impact on markets of the Senate runoff in Georgia? Do you think a Biden Administration will push to change capital gains rates or otherwise raise taxes? Other than politics, what do you think could drive markets ahead? Is it...

DEEP DIVE: In this episode, Jeff Otis talks with Jeff Dicks, about his 10 favorite charts for the infamous year, 2020. This 20-minute episode will address the topics below. You can follow along with the chartbook, created by Jeff Dicks and Gherman Howell, here: https://blog.evergreengavekal.com/the-top-charts-for-2020/ Covid cases, hospitalizations, and deaths for the year US GDP, retail sales, an...

THINK AHEAD: In this episode, Jeff Otis talks to estate planner, Katie Ludwick, of Ludwick Law Group P.S. about the basic rules and strategies surrounding gifts of cash or securities to individuals and charitable organizations.. Thanks for tuning in and we hope you enjoy the listen! DISCLOSURE: This material has been prepared or is distributed solely for informational purposes only and is not a so...

COFFEE WITH EVERGREEN: In this episode, Jeff Otis talks with Tyler Hay and Jeff Dicks, discussing their reactions to the recent vaccine news from Pfizer and Moderna. This 10-minute chat will answer the following questions: How is the vaccine news impacting markets? What risks are still out there that investors should be monitoring? What opportunities do you see emerging ahead? As always, than...

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. Today, Senior Wealth Consultant and Partner, Jeff Otis, interviews Evergreen investment committee members Louis Gave and Jeff Eulberg to get their takes on last night's events. Louis and Jeff weigh in on the following questions: What is...

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, Katie Vercio, interviews Evergreen's Managing Directors of Wealth Management and Tax, Jeff Eulberg and Kelly Sterling, on the potential impacts of a Biden tax plan on wealthy individuals and small businesses. Thanks for tuning...

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Evergreen's Director of Investments, Jeff Dicks to recap 2020 and discuss what we believe may lie ahead and how investors can prepare.  Thanks for tuning in and we hope you enjoy the listen! DI...

The Evergreen Exchange is a podcast by Evergreen Gavekal. We discuss topics related to macroeconomics, investing, personal finance, and general wealth management. This week, host, Jeff Otis, interviews Washington Estate Planning Attorney, Katie Ludwick, on the topic of "probate". Jeff is a Senior Wealth Consultant and Partner, working out of Evergreen's Bellevue office and Katie practices just dow...

If expeditioners stumbled upon this plant deep in the Amazon, what would be our reaction to it? Are the non-THC applications being undervalued or overlooked? How has legalization affected access for minors? What are the consequences we can expect to see from vaping? This episode will attempt to answer your most burning questions about the future of cannabis and investments in the space. Evergreen...

Subscribe to our weekly e-newsletter: blog.evergreengavekal.com Last Friday subscribers 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 i...

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 the global economy, as he and Tyler debrief on the most thought-provoking speeches and interviews...

In this episode of Evergreen Exchange, Evergreen CEO, Tyler Hay, interviews CIO, David Hay, on his early professional life, current hobbies, and investment philosophies. If you are a frequent reader of the Evergreen Virtual Advisor, you are likely already familiar with David's take on where we're at in the current market cycle and economic policies like MMT. This podcast takes listeners behind the...