Thoughtful Money with Adam Taggart — The Biggest Risk Markets Face Is On No-Ones Radar Right Now | David Hay

SCOUT· 64%56m·2026-02-01·Money

The Biggest Risk Markets Face Is On No-Ones Radar Right Now | David Hay

Thoughtful Money with Adam Taggart

Right now, the "giant mindless robot" of passive capital flows appears to be the most important macro trend in keeping stock prices rising.So many worry that a stalling -- or reversal -- of these passive flows is the #1 risk to markets.But today's guest, David Hay, founder & former CIO of Evergreen Gavekal, sees an…

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The Biggest Risk Markets Face Is On No-Ones Radar Right Now | David Hay

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