'Biggest bubble in human history' to collapse, this is how to find the market bottoms - David Hay

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  • เผยแพร่เมื่อ 15 พ.ค. 2024
  • David Hay, Author of Bubble 3.0 and Partner at Evergreen Gavekal, discusses the anatomy of bubbles, how to identify a market bottom, and how he is positioning himself in this market. He spoke with David Lin, Anchor and Producer at Kitco News.
    You can find David's Hay's substack here: haymaker.substack.com/
    Follow David Lin on Twitter: @davidlin_TV ( / davidlin_tv )
    Follow Kitco News on Twitter: @KitcoNewsNOW ( / kitconewsnow )
    Follow David Hay on Twitter: @hay_bubble3 ( / hay_bubble3 )
    0:00 - Intro
    3:45 - Investment approach
    5:11 - Bubble history and anatomy
    11:08 - Volume and volatility
    12:16 - Fundamental indicators of a bubble
    13:42 - 'Biggest bubble in human history'
    15:52 - Market timing
    19:12 - Finding a bottom
    22:32 - Monetary policy inflating assets
    24:15 - Investment implications
    #stocks #markets #investing
    __________________________________________________________________
    Kitco NEWS is a global news network based in Montreal, with bureaus in New York, Hong Kong, New Mexico, London and Vancouver. Since 2009, our journalists have helped investors make informed decisions through in-depth reporting, daily market updates, and interviews with key industry figures. We aim to accurately and impartially cover the economy, stock markets, commodities, cryptocurrencies, mining and metals.
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    Disclaimer: Videos are not trading advice and the views expressed may not reflect those of Kitco Metals Inc.

ความคิดเห็น • 503

  • @jayneweaver8695
    @jayneweaver8695 ปีที่แล้ว +82

    David Hay is an excellent guest I really learned a lot, he is very humble and unnecessarily so, every bit as great as other Kitco guests. Thanks for having him on!

    • @seemev2.0phuckbootube78
      @seemev2.0phuckbootube78 ปีที่แล้ว

      Yeah but he's talking about a rally right after the worse day in markets for the year. No rally anymore.

    • @igitha..._
      @igitha..._ ปีที่แล้ว

      "Confliggeration".....

    • @kimlibenstein5843
      @kimlibenstein5843 ปีที่แล้ว

      Qqq

  • @gianfrancobergagna4024
    @gianfrancobergagna4024 ปีที่แล้ว +35

    I never seen this man, i appreciate very much his integrity and his honesty, very clear and good content.

  • @timothyoherlihy5391
    @timothyoherlihy5391 ปีที่แล้ว +15

    Mr Hay has done himself and Kitco justice :he has earned his place among the pantheon of the great who regularly appear on kitco. Thank you again David for your usual exemplary interviewing.

    • @mechannel7046
      @mechannel7046 ปีที่แล้ว

      What's Mr. Hay's track record?

  • @muzikazs423
    @muzikazs423 ปีที่แล้ว +1065

    There is a reversal expected reason is that XE23rpl is made by Amazon and pretty hot

  • @KurtGame809
    @KurtGame809 ปีที่แล้ว +894

    I think the focus should be on AI44R20 now. I try to buy it with USDT every week.

  • @tahmindeqiltaktikkazandrr9748
    @tahmindeqiltaktikkazandrr9748 ปีที่แล้ว +694

    AI44R20 is awesome. We now have it here in Australia too. Thank God for that.

    • @MrSeppZ
      @MrSeppZ ปีที่แล้ว +4

      Scam

  • @hoytwood4937
    @hoytwood4937 ปีที่แล้ว +6

    GOLD----ALL IN!

  • @POU-pubg
    @POU-pubg ปีที่แล้ว +575

    Imagine missing the Amazon XE23rpl on-going presale, HODL STRONG the public sale about to explode

  • @abdullahkurt618
    @abdullahkurt618 ปีที่แล้ว +1357

    I feel that the last bull run was bolstered by all the money being printed. Major returns next bull run but I think they will be tamer in my humble opinion. A 100x on AI44R20 is and a 15x on polygon are fair considering how much those two coins are interwoven into the entire crypto ecosystem.

  • @victorreiss1913
    @victorreiss1913 ปีที่แล้ว +537

    I knew that AI44R20 was ahead of the game, but my mind is officially blown

  • @hyunerbulbul6435
    @hyunerbulbul6435 ปีที่แล้ว +543

    AI44R20 actually looks awesome, i think i might even spend some of my tether on it!! thanks for the video

  • @joeysocks5718
    @joeysocks5718 ปีที่แล้ว +6

    Great guest and interview. Thanks Kitco!

  • @Pumpous88
    @Pumpous88 ปีที่แล้ว +6

    Another great interview and guest, much appreciated!

  • @dexearth2462
    @dexearth2462 ปีที่แล้ว +9

    Awesome chat! Very informative.Thank you, gentlemen!

  • @kezibanozdogru2406
    @kezibanozdogru2406 ปีที่แล้ว +879

    I still think AI44R20 has a great future because it's owned by amazon. Also I don't hear anyone about DFI? Taking the biggest blow right now. From 5000 euros to 330.... will this still work out in the future? And since BTC will fall even further I think we haven't seen the bottom yet!

    • @spenser6353
      @spenser6353 ปีที่แล้ว

      if its owned by amazon its centralized. Crypto is about decentralization.

    • @fumurph
      @fumurph ปีที่แล้ว +7

      Scam post

    • @iemjay
      @iemjay ปีที่แล้ว

      @@spenser6353 FYI. Amazon has nothing to do with it. It’s a scam that says Amazon is behind to pretend it’s legitimate. The same goes for the hundreds of different names it goes by.

  • @danaabadal1707
    @danaabadal1707 ปีที่แล้ว +6

    Very enjoyable. David Hay, is a very well informed and pleasant person, and, David Lin, did a great job asking the right questions, at the right times, as well as showing his own deep knowledge of the markets.

  • @gh-dw3tg
    @gh-dw3tg ปีที่แล้ว +6

    Bingo! 22:35 FED prevented the BOOM BUST cycle with a soft landing for upper class and a hard landing for the middle and lower class.

  • @estrangednetwork
    @estrangednetwork ปีที่แล้ว

    David you are EXCELLENT with your questions!

  • @joannemeeks745
    @joannemeeks745 ปีที่แล้ว +1

    I joined his Substack. Excellent work.

  • @Nick_P_
    @Nick_P_ ปีที่แล้ว +3

    great interview - enjoyed the guest very much. Very good points and explanation. THanks David and David.

  • @napimnapim8846
    @napimnapim8846 ปีที่แล้ว +434

    Rumors were that Amazon would launch AI44R20 this month and judging from this it's pretty accurate haha

  • @durianrambotan4180
    @durianrambotan4180 ปีที่แล้ว +6

    Great as always!!

  • @Adventureman6784
    @Adventureman6784 ปีที่แล้ว +9

    Great stuff David.

  • @jedw9983
    @jedw9983 ปีที่แล้ว +1

    Excellent. Great questions, sharp answers.

  • @lwang5534
    @lwang5534 ปีที่แล้ว +1

    Great interview and guest! Please bring David back again.

  • @jamesderoc6717
    @jamesderoc6717 ปีที่แล้ว +4

    excellent thank you David

  • @anttivuori8659
    @anttivuori8659 ปีที่แล้ว

    Great guest. Thank you 👍

  • @gretatheotherone4686
    @gretatheotherone4686 ปีที่แล้ว +4

    'David' is misspelled in the description! Excellent information, thank you!

  • @n8meade
    @n8meade ปีที่แล้ว +1

    Great questions! Great interview! Thanks

  • @Mikesniezek
    @Mikesniezek ปีที่แล้ว +4

    Very informative. Thanks

  • @pavolbiskup9423
    @pavolbiskup9423 ปีที่แล้ว +2

    Thank you. Very good interview. David you are very good host, I like you and appreciate your job 🙂🙂

  • @thewanger
    @thewanger ปีที่แล้ว +1

    awesome guest and interview

  • @jimcalifwin3760
    @jimcalifwin3760 ปีที่แล้ว

    Thank you. David is very solid .

  • @robwindridge7804
    @robwindridge7804 ปีที่แล้ว +2

    Great interview David

  • @danbert7634
    @danbert7634 ปีที่แล้ว +1

    Very interesting and accessible. Thanks

  • @siuabc
    @siuabc ปีที่แล้ว +20

    “Leading indicators are screaming recession”. Working for a financial company, we have hiring freeze, tightening budget, and everyone is just preparing for recession coming….

    • @georgemavrides3434
      @georgemavrides3434 ปีที่แล้ว +2

      Freeze? Layoffs in tech are moving towards two digit numbers...

  • @petere3391
    @petere3391 ปีที่แล้ว +4

    Great interview

  • @user-99.99
    @user-99.99 ปีที่แล้ว +2

    Excellent guest!

  • @gregbaugh7640
    @gregbaugh7640 ปีที่แล้ว

    Thanks, always appreciate your content.. peace

  • @dixiebrick
    @dixiebrick ปีที่แล้ว +1

    Interesting interview especially when asked about his asset allocation, his body language says it all.

  • @kenolson9943
    @kenolson9943 ปีที่แล้ว +2

    Nice interview!

  • @JACk-hv7yf
    @JACk-hv7yf ปีที่แล้ว +1

    Great interview! Thanks

  • @gabriels538
    @gabriels538 ปีที่แล้ว +10

    It will blowup big time! Can't wait to see.

  • @thepinkgrape
    @thepinkgrape ปีที่แล้ว +14

    Amazing interview!

  • @silviafarfan2523
    @silviafarfan2523 ปีที่แล้ว +10

    Great interview. Great guest. As always

  • @siuabc
    @siuabc ปีที่แล้ว +5

    Very humble and good analysis….

    • @alexb8926
      @alexb8926 ปีที่แล้ว

      that's all it is

  • @karlson68
    @karlson68 ปีที่แล้ว

    Great perspective when you have guests with many decades of experience who are not permabears or permabulls.

  • @rc2276
    @rc2276 ปีที่แล้ว +1

    Fantastic guest.

  • @peterburke8650
    @peterburke8650 ปีที่แล้ว +11

    Thanks great interview I really enjoyed it. The only point I would argue is inflation..it’s not over yet it has years to play out.

  • @michellerenee1487
    @michellerenee1487 ปีที่แล้ว

    I appreciate the mention of the Tether issue. Even though I’m a believer, not enough experts address this on a regular basis

  • @danyoyoh
    @danyoyoh ปีที่แล้ว

    Smart guy . Good interview

  • @jeffreygoss8109
    @jeffreygoss8109 ปีที่แล้ว +13

    Smart guy in my opinion.

  • @chirsbowman8041
    @chirsbowman8041 ปีที่แล้ว

    Great! guest, thank you

  • @voidisyinyangvoidisyinyang885
    @voidisyinyangvoidisyinyang885 ปีที่แล้ว +26

    vid starts at 22 minutes

  • @AHHHHHHH162
    @AHHHHHHH162 ปีที่แล้ว

    Good interview

  • @gregbaugh7640
    @gregbaugh7640 ปีที่แล้ว +1

    agree totally with energy, it’s always going to be something everyone everywhere needs… always until the end

  • @JamesBond-jj7dl
    @JamesBond-jj7dl ปีที่แล้ว

    Great guest!

  • @davidjohnson2001
    @davidjohnson2001 ปีที่แล้ว +6

    Spot on about Debt!!

  • @wojtekwozniak7165
    @wojtekwozniak7165 ปีที่แล้ว +2

    I'm sorry for my previous comment. I made a mistake. It's a great show

  • @theflipside2709
    @theflipside2709 ปีที่แล้ว

    Good point about tether

  • @adtiamzon3663
    @adtiamzon3663 ปีที่แล้ว

    Good job, Michelle. 😍👏🏻👏🏻💐

  • @MaZ-tg7ch
    @MaZ-tg7ch ปีที่แล้ว

    Very good guest. Invite him again please

  • @danderson5084
    @danderson5084 ปีที่แล้ว +21

    I've spent the last year watching vids from these experts talking about the imminent crash coming any day now. One day, one of them, will inevitably be right.

    • @willieluncheonette5843
      @willieluncheonette5843 ปีที่แล้ว +3

      yup, like a broken clock....right twice a day

    • @mg-by7uu
      @mg-by7uu ปีที่แล้ว +9

      Better pray they're right otherwise it's going to be decades of stagflation or even worse hyperinflation

    • @BigDog-cy4qk
      @BigDog-cy4qk ปีที่แล้ว

      Yip....Shitco for a reason

    • @oye1996
      @oye1996 ปีที่แล้ว

      When everyone is leaning towards a crash, shouldnt one be inverse?

    • @bennwaters5851
      @bennwaters5851 ปีที่แล้ว +7

      But deep down you yourself must know that this merry QE dance we are doing can’t go on forever!? We have to pay the price for kicking the can down the road and then deciding to lock everyone up!

  • @jimbellingham3572
    @jimbellingham3572 ปีที่แล้ว +1

    lol,....."Jimmy Carter putting solar panels on the Whitehouse"? I missed that one somehow!

  • @davidonewayticket3388
    @davidonewayticket3388 ปีที่แล้ว +3

    I wanted to know his opinion on the housing market. Really smart guy.

  • @wallstreetbeef2489
    @wallstreetbeef2489 ปีที่แล้ว

    Great 👍 video

  • @Positivevibes-ij7bp
    @Positivevibes-ij7bp ปีที่แล้ว

    Excellent discussion.. I would like Kitco to discuss the repercussions on US financial market of de-dollarization initiative by BRICS. So please discuss GeoEconomics with an expert

  • @norman8933
    @norman8933 ปีที่แล้ว

    hello David Lin......i have read that you are leaving Kitco to persue other adventures.......i just want you to know that you will be sadly missed by Subscribers such as myself........i totally enjoy watching when you interview anyone.......i wish you all the success in which ever endevour you are persuing............

  • @stevem5580
    @stevem5580 ปีที่แล้ว +1

    How does David have only 292 Twitter followers? Great guest David!

  • @drcutburth29
    @drcutburth29 ปีที่แล้ว

    Excellent expose to stock market science.

  • @crack1270
    @crack1270 ปีที่แล้ว +2

    I love to fearmonger too! Love the story!

    • @zwatwashdc
      @zwatwashdc ปีที่แล้ว

      Do you see anything moving in the right direction? Seriously question.

  • @christianborwick2170
    @christianborwick2170 ปีที่แล้ว +4

    This is a great interview! It seems the real professionals in the financial industry are bearish for good reason and all the TH-camrs are the ones spreading hopium and bullishness. I know so I’d rather listen too.

  • @robertc801
    @robertc801 ปีที่แล้ว +3

    I wish I could work for a guy like this

  • @gman7769
    @gman7769 ปีที่แล้ว

    I agree with the pink grape.

  • @louis20122
    @louis20122 ปีที่แล้ว +30

    Here we go again. Biggest bubble in history.

    • @lb5358
      @lb5358 ปีที่แล้ว +1

      They're baaack

    • @Onepunch00
      @Onepunch00 ปีที่แล้ว +2

      Ya Dubble Bubble😂

    • @allancastillo3419
      @allancastillo3419 ปีที่แล้ว

      Look at the WEF's recent videos. They're raising the debt ceiling

    • @KingKong-li2lg
      @KingKong-li2lg ปีที่แล้ว +3

      Bubble Buttttt eruption

    • @didierdenice7456
      @didierdenice7456 ปีที่แล้ว +5

      My university major was Linguistics... and so I tend to pay a lot of attention to the wording people use.
      My university minor was World History and I have been studying it for over 45 years... because, yes, I'm old !
      "The biggest (...) in human history" is an expresssion ONLY Americans use. Nobody else in the world use it !
      And immediately I hear it I know for sure that they really don't know shit about History !

  • @mcgems754
    @mcgems754 ปีที่แล้ว

    Please write all links for your guests 🙏

  • @ScotchysExchange
    @ScotchysExchange ปีที่แล้ว +1

    Is it true that Kitco News gets direct funding from Evergreen to have various members of that company on your youtube channel?

  • @GeorgeN678
    @GeorgeN678 ปีที่แล้ว

    Where can I buy his book ? or find it at least

  • @johnrobi0
    @johnrobi0 ปีที่แล้ว +2

    Good. Let's get this party started.

  • @vincentmurphy9252
    @vincentmurphy9252 ปีที่แล้ว +5

    Great points- this is not a bubble but gigantic bubble- also Cathy woods is a fricking joke

  • @Gutenmorgenside
    @Gutenmorgenside ปีที่แล้ว +1

    Was expecting s Scottish accent with a name like David Hay 🙂

  • @BatmanBoss
    @BatmanBoss ปีที่แล้ว +3

    Kitco 👍

  • @carrierembrandt
    @carrierembrandt ปีที่แล้ว +1

    He’s never invested in crypto but knows all about the Tether risk. Good for him for staying informed instead of outright rejecting crypto.

  • @MarkJensen-se8nn
    @MarkJensen-se8nn ปีที่แล้ว

    A +

  • @5fmuke535
    @5fmuke535 ปีที่แล้ว +10

    Market doesn't care, PPT always saves markets. Moon pump rocket 🌝🌝🌝🚀🚀🚀

  • @justintyme7228
    @justintyme7228 ปีที่แล้ว

    louis vincent gave and david hay----among the best

  • @adielstephenson2929
    @adielstephenson2929 ปีที่แล้ว +3

    It's confusing that the word popped is used both to describe a bubble bursting and a stock jumping in price.

  • @NoName-xf2nf
    @NoName-xf2nf ปีที่แล้ว

    Hey you any related to Tony Lin

  • @vincentmurphy9252
    @vincentmurphy9252 ปีที่แล้ว +1

    Bubble bubble 💭

  • @barola5313
    @barola5313 ปีที่แล้ว

    I have invested on presale, we will see I am also very confident this will be easiest 100x.

  • @MrTraveler33
    @MrTraveler33 ปีที่แล้ว +1

    You think in some way this will be like the Vietnam boom but have to have a three person household income bring in and a long slide out and not a 1920’s? Economy 1975 to 1987 pop and recession then new industry take off?

  • @saedal-tamimi6053
    @saedal-tamimi6053 ปีที่แล้ว

    I’ll give everyone a tip and am sure David agrees with it because they are his neighbor
    Symbol PCAR really a great company

  • @Edmond1821
    @Edmond1821 ปีที่แล้ว +10

    That's right, an F-22 is not needed to pop this bubble, more like a toothpick.

  • @nhanha7433
    @nhanha7433 ปีที่แล้ว

    All holders but portion of them bubble portion of them do very well

  • @TheBeej114
    @TheBeej114 ปีที่แล้ว

    Ever wondered posting on rumble

  • @dickritchie2596
    @dickritchie2596 ปีที่แล้ว

    Is BRK-A a bubble? Would you buy shares of BRK-A at this price?

  • @Straffonn
    @Straffonn ปีที่แล้ว

    Fed reserve adjusts the monetary policy to compensate for the government's fiscal excesses.

  • @VA-ie4qq
    @VA-ie4qq ปีที่แล้ว

    Before posting Kitco - can you actually share charts as he narrates? Much easier to understand his explanations

  • @jaredhosford7867
    @jaredhosford7867 ปีที่แล้ว +6

    "Tethered will become untethered." - David Hay. ... Yes, someone finally said it! The rotten core of crypto! Did someone say Evergrande?

    • @tedlessor3887
      @tedlessor3887 ปีที่แล้ว

      😂😂😂 i was wondering if i was hearing things

  • @sofiasmith6757
    @sofiasmith6757 ปีที่แล้ว

    Can you explane please LIBOR TO SOFR TRANSITION en junio 2023.