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Innhold levert av The David Lin Report. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The David Lin Report eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Bubble 4.0: Markets Reached ‘Record Levels’ Of Overvaluation, What's Next?

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Manage episode 453238984 series 3614106
Innhold levert av The David Lin Report. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The David Lin Report eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only! David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term. *This video was recorded on November 26, 2024 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 EVERGREEN GAVEKAL: Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/ Haymaker Substack Page: https://haymaker.substack.com/ Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount) David Hay's X (@Haymaker_0): https://twitter.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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:05 - What is the Trump trade? 2:40 - Bond market recap 6:10 - Soft or no landing? 7:28 - Retail sales and the consumer 10:00 - Household net worth 11:20 - Real wages 12:25 - Fed monetary policy 13:40 - Global central bank policies 14:34 - U.S. dollar 17:20 - U.S. vs. emerging markets 18:45 - Deficit level 21:40 - Interest rate vs. Inflation 26:10- Tariffs and economic growth 27:25 - Bubble 4.0 31:33 - Alternatives to stocks 32:43 - Valuations point to lower returns 34:20 - Market cyclically 38:33 - U.S. the “envy of the world” 40:45 - Liquidity and market performance 24:45 - Economy now relies on foreign net savings 44:00 - Savings rate 45:30 - Mortgage spreads 48:22 - Mistakes of fixed income portfolios #stocks #economy #investing

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309 episoder

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iconDel
 
Manage episode 453238984 series 3614106
Innhold levert av The David Lin Report. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av The David Lin Report eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only! David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term. *This video was recorded on November 26, 2024 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 EVERGREEN GAVEKAL: Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/ Haymaker Substack Page: https://haymaker.substack.com/ Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount) David Hay's X (@Haymaker_0): https://twitter.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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:05 - What is the Trump trade? 2:40 - Bond market recap 6:10 - Soft or no landing? 7:28 - Retail sales and the consumer 10:00 - Household net worth 11:20 - Real wages 12:25 - Fed monetary policy 13:40 - Global central bank policies 14:34 - U.S. dollar 17:20 - U.S. vs. emerging markets 18:45 - Deficit level 21:40 - Interest rate vs. Inflation 26:10- Tariffs and economic growth 27:25 - Bubble 4.0 31:33 - Alternatives to stocks 32:43 - Valuations point to lower returns 34:20 - Market cyclically 38:33 - U.S. the “envy of the world” 40:45 - Liquidity and market performance 24:45 - Economy now relies on foreign net savings 44:00 - Savings rate 45:30 - Mortgage spreads 48:22 - Mistakes of fixed income portfolios #stocks #economy #investing

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