SCOUT· 67%1h 58m·2026-07-26·MoneyAs Tech Trade Falters, Value Stocks Are Breaking Out | David Hay
There are a multiplying number of reasons to worry that the dominant A.I. trade driving markets looks increasingly vulnerable.But the solution isn't retreating to a bunker says veteran investor David Hay, former CIO of Evergreen Gavekal.David expects a major rotation of capital from Big Tech into value stocks. In…
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What people are saying
“Why are we calling this “Value Stocks?” The great rotation is to hard assets/commodities! It’s already been happening and tech/financial assets are already being sold by institutional and hedge funds. Retail will be left holding the bag but…”
“David Hay is simply the best. Most thoughtful, unbiased, calm headed, and comprehensive analysis of any investor or analyst on any financial channel.”
“hi Adam, enjoy your week off, we will be waiting to see the new podcasts after your holiday. ❤”
“I did the same thing... I bought oil beginning of March, but the market kept on getting manipulated by Trump’s tweets. While the market was up in other sectors over 15%, oil kept on going down. And people were also laughing at me becaue I w…”
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