Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets. *This video was recorded on May 20, 2024 Dhaval's last interview with me: • What Happens When ‘Biggest Housing Bu... Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW BCA RESEARCH: Website: https://www.bcaresearch.com/ Twitter (@bcaresearch): / bcaresearch FOLLOW DAVID LIN: Twitter (@davidlin_TV): / davidlin_tv TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 1:00 - Market bubble 4:48 - Superstars vs. everyone else 14:00 - Long-term U.S. stocks returns 16:14 - American "exceptionalism" 22:00 - Labor market and recession 30:42 - Gold and Bitcoin #stocks #economy #investing
