Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the latest stock market sell-off, the reason for lower earnings growth expectations, outlook for the economy, and the impacts of the Yen carry trade reversal. Watch Jay's last interview with me: • Is The Bull Market Over? Why Stocks F... *This video was recorded on August 3, 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 JAY SINGH: Special Situations Research Newsletter: https://www.specialsitsresearch.com/ X (@SpecialSitsNews): / specialsitsnews FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/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 1:10 - Market update 4:33 - Yen carry trade 13:23 - Berkshire Hathaway selling Apple 16:55 - ISM manufacturing 20:00 - Labor market and Fed cuts 29:00 - Special situations 40:40 - China growth 45:30 - Foreign policy #stocks #economy #investing
