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Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Louis Gave, CEO of Gavekal, and David Hay, Co-CIO of Evergreen Gavekal, join forces to discuss the coming rebound of inflation and all the market implications that come with it. *This video was recorded on April 8, 2024 FOLLOW DAVID HAY: Haymaker Substack Page: https://haymaker.substack.com/ Dave's Biographical Page: https://evergreengavekal.com/team/dav... Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-hist... (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: https://evergreengavekal.com/compatib... LinkedIn: / davidhayevergreencapital Twitter (@Haymaker_0): / haymaker_0 FOLLOW LOUIS GAVE: Gavekal: https://web.gavekal.com/ Twitter (@gave_vincent): / gave_vincent FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 1:36 - Rebound of inflation 7:37 - Fed policy 16:13 - 8% interest rate? 23:07 - Inflation and spending 33:14 - Invasion of Taiwan? 37:11 - Market bubble 46:00 - Market outlook 48:34 - Gold 51:53 - Asset allocation #investing #economy #markets