This Is Now The ‘Worst Energy Crisis Ever’ | David Hay
October 3, 2026 #stocks #economy #investing
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David Hay, Founder of Haymaker Publications and retired former co-CIO of Evergreen Gavekal, discusses the global energy crunch, rising bond yields, narrow stock-market leadership, AI-driven risks, political uncertainty, and how investors can navigate tightening financial conditions.
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*This video was recorded on October 1, 2026.
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0:00 - Intro.
2:27 - Is There Really an Oil Glut?
10:14 - SPR Drawdowns & Gulf Oil Flows
17:21 - Crude Oil vs. Diesel Prices
30:16 - Energy Stocks & Years of Underinvestment
35:51 - Europe’s Gas Problem & AI Power Demand
41:24 - Why Global Bond Yields Keep Rising
47:05 - AI, Stock Valuations & Market Warning Signs
54:53 - Midterm Risk & How Good Is Positioning
#stocks #economy #investing
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David Lin
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Introduce