David Lin | Why Warren Buffett Dumped Apple; Watch This Trigger For Next Big Sell-Off | Jay Singh @TheDavidLinReport | Uploaded August 2024 | Updated October 2024, 48 minutes ago.
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: youtu.be/SJmnCsyDiLw?si=E6vHlU97qP9FPtCk

*This video was recorded on August 3, 2024

Subscribe to my free 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 JAY SINGH:
Special Situations Research Newsletter: specialsitsresearch.com
X (@SpecialSitsNews): twitter.com/SpecialSitsNews

FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.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
1:10 - 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