Why Are Stocks Tanking? Fund Manager Explains Tech Rotation | Sam Rahman

Why Are Stocks Tanking? Fund Manager Explains Tech Rotation | Sam Rahman

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Rahman, Portfolio Manager at Hedgeye Asset Management, discusses the current tech selloff, the rotation unfolding within the sector, and what recent jobs data and the rise of AI mean for technology investors.*This video was recorded on July 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SAM RAHMAN:X: https://x.com/SamofAmericaHedgeye: https://www.hedgeyeam.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Tech Selloff, Jobs Data & Market Setup2:38 - Money Rotates Out Of AI Stocks3:28 - MAG7 Loses Tech Leadership6:52 - Meta, Semiconductors & Data Center Spending12:48 - NASDAQ Outlook And AI Capex15:48 - AI Agents And The Future Of Trading18:58 - Sam Rahman’s Stock-Picking Framework23:47 - Apple, Alphabet And Big Tech Moats31:03 - Robotics, Labor Market, Bonds And AI Models#economy #investing #stocks

Economy’s Bombshell: What Markets Aren’t Telling You | Eric Basmajian

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, explains how housing, manufacturing, savings, corporate profits, and Fed policy are shaping the economy and creating a divide between asset owners and everyone else.Watch Eric's last interview: https://youtu.be/p-9rjdU5X08*This video was recorded on July 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Housing, Stocks, and the Business Cycle2:33 - Why Stocks Don’t Lead Recessions6:12 - Oil Shocks and Economic Weakness9:15 - Manufacturing, AI, and Cyclical Signals14:27 - Mortgage Rates and Homebuilder Pressure19:11 - The Real Housing Affordability Problem23:31 - America’s Savings Gap and Foreign Capital27:32 - Productivity, Profits, and the K-Shaped Economy37:43 - Fed Policy, Asset Bubbles, and Market Risk#economy #housing #stocks

Is Market On Verge Of Collapse? Strategist Reveals Real Drivers And Riskiest Sector | Chris Galipeau

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Galipeau, Head Market Strategist at Franklin Templeton, discusses market leadership, earnings, AI spending, the economy, Fed policy, and how investors can stay focused through volatility. *This video was recorded on July 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS GALIPEAU:Franklin Templeton's X: https://x.com/FTI_USLinkedIn: https://www.linkedin.com/in/chrisgalipeau/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Market Risks, Fed, and Earnings Preview2:06 - Market Rotation Or Broadening Rally?4:29 - Q2 Earnings And AI Productivity6:35 - Tech Capex, AI ROI, And Mag 7 Valuations10:57 - Geopolitics, Oil, And Market Noise13:10 - Bank Earnings And Consumer Strength16:26 - Semiconductor Warning And Crowded Trades19:21 - Fed Policy, Inflation, And Jobs Data25:02 - U.S. Economy, Sell America, And Pullback Strategy#investing #trading #economy

Binance CEO Reveals Bitcoin’s Next Big Move, Future Of Trading | Richard Teng

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Binance Co-CEO Richard Teng discusses how the crypto market is maturing, the company's expansion into a broader financial platform, its regulatory situation in Europe and the United States, and what Singapore's rise can teach other economies.Watch Richard's last interview with David: https://youtu.be/GIcuz4sAEfQ*This video was recorded on June 29, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RICHARD TENG AND BINANCE:Website: https://www.binance.com/enU.S. site: https://www.binance.us/X (@Binance): https://x.com/binanceX(@_RichardTeng): https://x.com/_RichardTengFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Bitcoin’s Changing Investor Base2:09 - How Binance Users Have Evolved4:00 - Bitcoin, AI, and Capital Rotation8:26 - How Blockchain and AI Could Converge10:07 - Binance’s Push Beyond Crypto15:24 - Tokenized Stocks and 24/7 Trading20:22 - Binance’s Europe Regulatory Challenge29:06 - Could Binance Re-Enter the U.S.?35:21 - Binance’s Financial Super App Ambition39:14 - Singapore’s Economic Transformation#binance #crypto #investing

Economy Flashing 1930s Warning Signs Warns Economist | EJ Antoni

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+E.J Antoni, Chief Economist at The Heritage Foundation, discuss whether big tech should be broken up, the fate of North American free trade, the reliability of government inflation data, and the effect of artificial intelligence on jobs and society.*This video was recorded on June 30, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW EJ ANTONI:X: https://x.com/RealEJAntoniThe Heritage Foundation: https://www.heritage.org/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Introduction: Trade, Inflation, AI, and Jobs1:00 - Is North American Free Trade Ending?4:51 - Tariffs and the U.S. Growth Outlook9:26 - Inflation Data and BLS Accuracy15:28 - Consumer Confidence and Oil Prices20:05 - How the Fed Should Handle Supply Shocks21:00 - Big Tech, AI Regulation, and Data Centers24:37 - AI’s Impact on Jobs28:17 - Deepfakes, Courts, Trades, and Future Warfare#economy #investing #inflation