In this Deep Dive with Evergreen Gavekal, Partner Jeff Otis interviews co-CIO Jeff Dicks and Senior Analyst Gherman Howell on Evergreen Gavekal's most recent chartbook.


Some topics they cover:

-Recently, there has been a rally in the markets. What has been driving it? Is the good news priced in? Are we currently in a recession?

-What are we thinking about equity markets going forward?

-What is Evergreen Gavekal's near-term outlook on the market? How are we adjusting portfolios between now, year-end, and beyond?


As always, thank you for listening! This episode was recorded on 8/24/22.

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