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David Hay | The Yen Carry Trade Market Structure, Commodity Boom & Carvana

David Hay joins Dan Bustamante of The LongVol Report in a discussion about his start of Evergreen Gavekal, The Yen Carry trade and the fallout, Market Structure, Commodity Bull Market and Carvana. A discussion with Evergreen Gavekal founder and CIO, David Hay. Subscribe to The LongVol Report: https://thelongvol.com Daves Substack - Haymaker: https://haymaker.substack.com/ Evergreen-Gavekal: https://evergreengavekal.com/team/dav... *This video is not financial advice. The views of the host and guest do not reflect the views of their respective firms. 0:00 - Introduction 6:00 - The Start of Evergreen Gavekal 9:00 - The Yen Carry Trade & The Fallout 17:00 - Market Structure & Passive Investing 21:00 - Evergreen-Gavekals Approach 26:00 - Will Commodities Take Off Again? 33:00 - Thoughts on Carvana #stockmarket #longvolreport #investing Not Investment Advice - please see T&C https://www.thelongvol.com/disclaimer/