Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: https://www.masterworks.com/cd Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations. Watch Chance's last interview with me: • Danger Ahead: Markets Mispriced The F... *This video was recorded on July 15, 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors): / oxbow_advisors 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 1:08 - Presidential election and markets 3:45 - Warren Buffett Indicator 7:35 - AI trend 9:20 - Mean regression trade 11:35 - Inflation 13:51 - Fed cuts 15:41 - Yield curve 18:00 - Semiconductor companies 24:00 - Mega-cap companies 26:45 - Golden Era of Growth #stocks #economy #investing
