Massive Shortages, Empty Shelves In A Few Weeks? 'Bear Market Rally’ Won’t Last | David Hay

Video Description

David Hay, retired former co-CIO of Evergreen Gavekal and founder of Haymaker Publications, analyzes Q1 2025's negative GDP growth, discusses recession probabilities, and shares his bullish outlook on gold, silver, uranium and overseas markets amid supply chain disruptions and market volatility. Watch the last interview with David Hay: https://www.youtube.com/watch?v=2_oiUS5lBrc *This video was recorded on April 30, 2025. Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference: BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVID BitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVID Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID HAY: Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 2:03 - GDP Data 3:42 - Supply chain issues 9:04 - Recession probability 14:59 - Stock market outlook 20:24 - Safe haven assets 22:10 - Gold and silver 28:40 - Foreign investment opportunities 31:15 - Fourth Turning duration 33:06 - Stimulus 34:29 - Bullish assets 36:00 - New project #stocks #economy #investing