Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Ophir Gottlieb, CEO of Capital Market Laboratories, discusses the health of the non-tech economy, the "deadline" for the Federal Reserve to cut rates, and his outlook on NVIDIA, Tesla, and AI companies. *This video was recorded on July 2, 2024 Subscribe to TDLR 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 OPHIR GOTTLIEB: CML Pro: https://pro.cmlviz.com/login/ Twitter (@OphirGottlieb): https://x.com/home?lang=en FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:54 - Small to medium businesses 6:20 - The Fed’s mandates 10:20 - Inflation vs. monetary policy 18:00 - Sectors most at risk 20:00 - Bank of Japan 23:35 - Tech sector 25:49 - NVIDIA 28:40 - Tesla 31:45 - AI investment implications #economy #investing #stocks
