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Explore This Is Now The ‘Worst Energy Crisis Ever’ | David Hay with 147,031 views, 1,863 likes, and 277 comments. Experience the impact of this video content that has captured audience attention.

Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/ 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. Check out David Hay's slide deck here: https://docs.google.com/presentation/d/1AdgK_e4lBOALYOhSQLp6Mt1ufmPZFNV-/edit?usp=sharing&ouid=104398131073396749410&rtpof=true&sd=true Watch David Hay's last interview: https://youtu.be/qUxpYVmsn_Q Watch Bill Smead's last interview and learn more about U.S. Gold Mining: https://youtu.be/Ul_sgqRaSTk *This video was recorded on October 1, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcw Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClips Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID HAY: Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 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 Hay Is Positioning #stocks #economy #investing

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