David Lin | Stock Market To Drop 30%; Why Bullish Economist Turns Bearish | Peter Berezin @TheDavidLinReport | Uploaded July 2024 | Updated October 2024, 15 hours ago.
Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China.
Watch Peter's last interview with me: youtu.be/A1saGwvnoho?si=7cnKOSPHz-U-neVG
*This video was recorded on July 2, 2024
Subscribe to TDLR newsletter: davidlinreport.substack.com
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PETER BEREZIN:
Twitter (@PeterBerezinBCA): twitter.com/PeterBerezinBCA
BCA Research: bcaresearch.com
BCA Research Twitter (@bcaresearch): twitter.com/bcaresearch
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
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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
1:15 - Bullish to bearish
3:00 - Stocks vs. real economy
4:05 - Consumer spending
6:13 - Small businesses
7:26 - Unemployment rate
9:38 - The Fed and inflation
13:35 - S&P 500 target
16:21 - Tech stocks
20:30 - Defensive sectors
21:30 - Election and assets
24:42 - China’s economy
27:46 - Chinese gold demand
29:22 - Geopolitics
30:13 - Base metals
32:20 - Chinese stocks
33:00 - China’s impact on the U.S.
34:13 - Treasury yields
#economy #stocks #investing
Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China.
Watch Peter's last interview with me: youtu.be/A1saGwvnoho?si=7cnKOSPHz-U-neVG
*This video was recorded on July 2, 2024
Subscribe to TDLR newsletter: davidlinreport.substack.com
Listen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PETER BEREZIN:
Twitter (@PeterBerezinBCA): twitter.com/PeterBerezinBCA
BCA Research: bcaresearch.com
BCA Research Twitter (@bcaresearch): twitter.com/bcaresearch
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): twitter.com/davidlin_TV
TikTok (@davidlin_TV): tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): 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
1:15 - Bullish to bearish
3:00 - Stocks vs. real economy
4:05 - Consumer spending
6:13 - Small businesses
7:26 - Unemployment rate
9:38 - The Fed and inflation
13:35 - S&P 500 target
16:21 - Tech stocks
20:30 - Defensive sectors
21:30 - Election and assets
24:42 - China’s economy
27:46 - Chinese gold demand
29:22 - Geopolitics
30:13 - Base metals
32:20 - Chinese stocks
33:00 - China’s impact on the U.S.
34:13 - Treasury yields
#economy #stocks #investing