))
‘Everything Rally’ Is Here: Markets Repeating 1982’s 100% Bull Run | Eric Jackson
Manage episode 449215819 series 3614106
Вміст надано The David Lin Report. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The David Lin Report або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s. *This video was recorded on October 11, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ERIC JACKSON: EMJ Capital: https://emjcapital.ltd/ X (@ericjackson): https://x.com/ericjackson 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] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - "Everything Rally" Is Here 3:13 - Comparing 1982 To Today 7:35 - Bond Yields And Stocks 10:52 - Fed 50 Bps Cuts During Crises 12:48 - What Is "Everything Rally" 14:20 - Conditions For Bull Run Today 17:32 - China's Stimulus 18:40 - Inflation Vs. Tech Stocks 22:00 - Stock Market Ex-Mag 7 26:20 - Capital Rotation Out Of Big Tech 27:45 - NVIDIA 29:20 - Tech Valuations 31:10 - What Could Turn Eric Bearish? 33:00 - Is Tech Recession-Proof? #stocks #investing #economy
378 епізодів
Поширити
