Greetings, Haymaker readers!
Just in time for the long weekend, we’ve got a special treat for all of you! Like everything we publish, it’s everyone’s favorite price — as in, free.
The two names referenced above (click that image, the one below, or right here to register) should be familiar to most of you since I often quote them and, occasionally, reconvey in full some of their research notes.
For those who are newer readers, or are otherwise unaware, Louis-Vincent Gave, is my partner and also one of my closest friends. He truly is a superstar in the world of finance and recently was the subject of a feature Barron’s article. His viewpoints are held in high esteem by many of the world’s largest asset managers.
Vincent Deluard is Director of Global Macro Strategy at StoneX. The last two issues of our Making Hay Monday have focused on his unique work regarding Target Date Funds and their remarkable quarter-end rebalancing impact on the stock market, at least when stocks have had material declines. Hopefully, most of you saw those and have read that the Target Date phenomenon unfolded as anticipated last week.
For tomorrow’s Haymaker, we were intending to run one of Louis’s missives as our monthly Gavekal Haymaker edition and will follow through with that (which makes the timing of this event quite fortuitous).
My belief is that you will find this podcast full of valuable insights from two of the smartest — and nicest — men I know.
Enjoy!
The Haymaker
Where/how is it possible to watch a replay?
It was an outstanding webinar. Thank you, David, very much appreciate your generosity in providing us access. Regards, Prabir