))
Markets In Final ‘Blow-Off Top’; Next Is Explosive Inflation, 'Lost Decade' | Bill Smead
Manage episode 449215813 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, use code DAVIDLIN50 to get 2x the video generation credits in your first month Bill Smead, Chairman of Smead Capital Management, discusses the final blow-off top for markets, followed by a return of *This video was recorded on October 18, 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 SMEAD CAPITAL: Website: https://smeadcap.com/ Twitter (@SmeadCap): https://twitter.com/SmeadCap 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 - Intro 1:00 - Blow-Off Top 4:39 - Trigger for market correction 7:50 - Rate cuts across the world 10:33 - Tech stock rally 13:07 - 4th Turning and populism 19:00 - Stages of a market crash 22:44 - Bull market of early 1980s 27:26 - What will push up inflation 31:32 - Housing supply 35:20 - Oil and energy 36:31 - Consumer sentiment and retail sales 40:55 - Decade of low growth 44:45 - Markets not in “euphoria” #stocks #investing #economy
378 епізодів
Поширити
