Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Welsh, Founder and Author of Macro Tides, breaks down the latest stock market rally, the strength of the U.S. economy, Fed policy, rising bond yields, semiconductor weakness, and the technical setup for gold and gold stocks.Watch Jim's last interview here: https://youtu.be/ctlD5rI3C6I*This video was recorded on August 7, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JIM WELSH:X (@jimwelshmacro): https://x.com/JimWelshMacroWebsite for Macro Tides: https://www.macrotides.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: 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.2:05 - S&P 500 Rally & What Comes Next6:01 - Is The U.S. Economy Really Strong?8:20 - Jobs Report, Inflation & Fed Rate Hikes12:19 - Bond Yields & The Global Rate Shift16:41 - Semiconductor Rally: Recovery Or Retracement?25:28 - Gold Rally & Technical Outlook32:40 - Strait Of Hormuz & Geopolitical Market Risk35:56 - Fed Credibility, Forward Guidance & What Jim Is Trading#stocks #economy #trading
