David Hay on Navigating Recessions, Bond Market Complexities, and Strategic Investment Shifts

Can companies truly thrive during economic downturns, and what does that mean for investors? Join us in this engaging episode featuring David Hay as we dissect the intricacies of the current economic landscape. We'll explore how companies that manage to uphold decent earnings during tough times might be worthy of a premium valuation. Hear David's fascinating journey from filmmaking to finance and gain insights into the bond market's complexities, where we distinguish between credit risk and d...