Stocks Face A ‘Vicious’ Unwind; Which Sectors Win Out? | David Hay

About this episode

David Hay discusses the hidden risks and opportunities in the current investment landscape influenced by global energy markets and geopolitical tensions.

Start earning interest in gold: https://Monetary-Metals.com/Lin David Hay, Founder of Haymaker Publications and retired former co-CIO of Evergreen Gavekal, discusses the hidden risks and overlooked opportunities emerging from global energy markets, geopolitical tensions, AI-driven demand growth, and today's increasingly fragile investment landscape.Watch David Hay's last interview: https://youtu.be/T9OYjEu_1Ls*This video was recorded on June 5, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID HAY:Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at…

People in this episode

Host: David Lin

Guest: David Hay

Topics covered

• global energy markets
• geopolitical tensions
• AI-driven demand growth
• investment landscape
• financial risks
• market opportunities

Keywords

• stocks
• investment
• energy markets
• geopolitics
• AI demand
• financial risks
• market opportunities

Sponsors

Monetary Metals, CoolWallet

Mentioned in this episode

Organizations: Haymaker Publications, Evergreen Gavekal

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