The David Lin Report

🔒 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/1571482669Shaun Rein, Founder and Managing Director of China Market Research Group, discusses China's tech stock selloff, the country's economic challenges, rising tensions between global powers, and how shifting trade relations could reshape global markets.Watch Shaun's last interview: https://youtu.be/vTs2Mzyx0_o*This video was recorded on November 7, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/xsyX (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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 [email protected]: 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 - Chinese Tech Stocks Plunge 40%1:37 - Why Investors Are Turning To Chinese AI Stocks5:49 - U.S. Midterms And The China Trade War10:39 - Trump, Xi And Putin: A Historic Summit?17:04 - China's Role In The Iran And Ukraine Wars21:53 - How Close Are China And Russia?24:02 - China's Economic Slowdown And Tax Revenue Crisis33:00 - China's Real Estate Collapse And Wealth Destruction39:13 - China's Bond Market And Deflation Problem45:10 - Can Chinese AI Chips Compete With Nvidia And Samsung?#china #economy #investing

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Cervantes, Founder of Pinebrook Capital Management, discusses the tech stock selloff, AI financing risks, inflation, Federal Reserve policy, and where investors are moving their money amid changing market conditions.Watch David Cervantes last interview: https://youtu.be/LK6YKTvuHbY*This video was recorded on November 6, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DAVID CERVANTES:Pinebook Capital: https://www.pinebrookcap.com/Podcast: https://www.pinebrookcap.com/podcastFOLLOW 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 [email protected]: 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 Stocks Crash: What's Behind the Selloff?1:58 - Rising Interest Rates and the AI Funding Crisis5:18 - Tech Earnings and the Future of AI Investment7:58 - What Could Drive the Next Tech Rally?10:37 - Midterm Election Impact on AI Growth13:19 - Where Should Investors Put Their Money Now?16:02 - Strong Jobs Report and Fed Rate Hike Outlook20:01 - Where Institutional Investors Are Rotating24:39 - Hedge Fund Blowups and Credit Market Warning Signs28:45 - Private Credit Risks and Potential Defaults30:40 - What Could Change the Market Outlook?#investing #economy #trading

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!John Clark Levin, Head of Research at Kurzweil Technologies, discusses the tech stock selloff, risks of a deeper AI market correction, the race toward artificial general intelligence, data center spending, and growing concerns about AI safety and government intervention.*This video was recorded on November 5, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOHN-CLARK LEVIN:Website: https://johnclarklevin.vercel.app/X (@JohnClarkLevin): https://x.com/notificationsFOLLOW 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 [email protected]: 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 - AI Market Crash Warning2:07 - Is The Tech Selloff Just Beginning?3:47 - Why AI Could Trigger A Bigger Correction5:27 - Midterm Elections & Data Center Restrictions7:37 - Could The Government Pause AI Development?9:33 - U.S. vs. China: AI Race & Safety Risks11:46 - Recursive Self-Improvement Explained12:55 - GPT-6 Astra & The Race To AGI15:28 - AI Breakthroughs & Scientific Research17:35 - The Next Major AI Breakthrough20:13 - AI Profitability & Infrastructure Spending24:06 - AI Funding Crisis & Market Risks26:03 - Could The Government Take Over AI Companies?27:47 - AI Research & Cybersecurity Threats31:03 - Preventing Dangerous AI Incidents#AIBubble #StockMarket #ArtificialIntelligence

🔒 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/1571482669Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses the recent stock market selloff, risks facing cryptocurrencies and commodities, and how inflation, Federal Reserve policy, and economic conditions could shape financial markets.*This video was recorded on November 6, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 MIKE MCGLONE: X (@mikemcglone11): https://x.com/mikemcglone11LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513FOLLOW 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 [email protected]: 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 - Is the Biggest Market Reset Underway?3:00 - Bitcoin, Copper & Market Liquidation Risks6:28 - Stock Market Volatility After Midterms9:08 - Fed Rate Hikes, Inflation & Oil Prices13:58 - Which Assets Fall First?15:53 - Tech Stock Crash: Is the Worst Yet to Come?21:45 - AI Spending, GDP & Copper Warning Signs27:25 - Jobs Report & Fed Policy Outlook28:38 - Gold, Silver & the Case for Treasuries32:26 - Is Housing Still a Safe Investment?#stocks #trading #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Clem Chambers, founder of ANewFN, discusses the market selloff, the political battle over AI, China's growing technological influence, and the risks facing investors.Watch Clem's last interview: https://youtu.be/ofTBcoKh61k*This video was recorded on November 5, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha): https://www.youtube.com/@ClemChambersAlphaClem's substack: https://substack.com/@clemishereFOLLOW 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 [email protected]: 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 Stocks Plunge After Midterm Elections2:12 - What's Driving The Market Selloff?4:42 - Democrats Push To Slow AI Development6:22 - China's Growing AI And Robotics Dominance11:06 - Will Democrats Restrict Data Centers?13:23 - China Blocks $5.4 Billion Robotics Deal16:02 - Are Tech Earnings Disappointing Investors?18:37 - How Clem Chambers Is Positioning His Portfolio21:25 - Stock Market Outlook And Crash Risks24:54 - AI Spending, Debt And The Fed's Liquidity Problem30:08 - Bitcoin Selloff And Cryptocurrency Security Risks32:30 - How AI Is Transforming Business#economy #trading #stocks

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses the Democrats' historic midterm victory, the stock market rally, Trump's next moves on Iran, and the outlook for oil, inflation, interest rates, tariffs, and the 2028 election.*This video was recorded on November 4, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 MATT GERTKEN AND BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://x.com/bcaresearch X (@mgertken): https://x.com/mgertkenGertken's New Book: https://www.amazon.com/Swifts-Grand-Strategy-Matthew-Gertken/dp/1009763989?crid=2MIA92RHQ3BEO&dib=eyJ2IjoiMSJ9.8rhqzg5gMpXWxjmv7zKlyy_bymaAPXHxMPpxUibIz67GjHj071QN20LucGBJIEps.3r5dW8faG1X9XF11ejz8qn56EHIBRXxO9M8PTUDKchc&dib_tag=se&keywords=matt+gertken+swift&qid=1787773656&sprefix=matt+gertken+swif%2Caps%2C117&sr=8-1FOLLOW 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 [email protected]: 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 - Democrats Sweep Congress: Markets React1:53 - Why Stocks Are Surging After Midterms2:54 - Historic Blue Wave & 2028 Election5:29 - Why Republicans Lost The Midterms7:18 - Trump's Next Move After Election Defeat9:12 - Iran War: Will Trump End The Conflict?11:33 - Iran Nuclear Deal & Oil Prices14:00 - Iran's Strategy For The Next Two Years16:19 - Democrats' Spending Plans & Inflation18:29 - U.S. Debt Crisis & Rising Bond Yields20:28 - Trump's Tariffs & Trade Policy24:32 - What Changes After The Blue Wave?#MidtermElections #StockMarket #IranWar

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Apple and Palantir beat earnings expectations but their stocks fell, raising questions about AI spending, revenue growth, profitability, valuations, and which company offers a better investment opportunity.*This video was recorded on November 3, 2026Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAlSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 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 [email protected]: 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 - Apple & Palantir Stocks Fall After Earnings0:56 - Apple's Earnings & China Sales Miss1:52 - Apple's Profit Margins & New CEO2:36 - Apple's Revenue Growth3:49 - Apple vs. Google: AI Spending6:32 - Apple's Cash Flow & Financial Strength9:57 - Palantir's Earnings & Valuation11:14 - Palantir's Contract Growth & Revenue Outlook13:31 - Palantir's Profitability & Cash Flow15:05 - Palantir's ROIC & Debt16:52 - Alex Karp On Sovereign AI18:33 - Is The AI Bubble Bursting?19:31 - Apple vs. Palantir: Which Is The Better Investment?#Apple #Palantir #AIStocks

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discusses the midterm elections, the tech stock selloff, risks facing the economy, and what rising interest rates, oil prices, and gold mean for investors.Watch Bubba's last interview: https://youtu.be/DigWey0Chz8*This video was recorded on November 3, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 TODD HORWITZ: X (@Bubba_Trading): https://x.com/Bubba_TradingBubba Trading: https://go.bubbatrading.com/Bubba's Guide To Options Trading: BubbaTrading.com/ebookEmail: [email protected] 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 [email protected]: 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 & Market Overview2:41 - Midterm Elections: What Happens To Stocks?6:32 - Tech Stock Crash: Is The AI Bubble Bursting?10:26 - ‘Black Christmas’ Warning: Bigger Selloff Ahead?12:32 - AI Debt, Banking Risks & Market Outlook14:31 - S&P 500 Year-End Forecast & Economic Warning Signs18:57 - Recession Risks, Consumer Debt & Investment Strategy22:44 - Treasury Yields, Interest Rates & The Fed25:14 - Oil Prices, Iran & Inflation Outlook30:24 - Gold Below $4,000: Buy Or Sell?34:08 - Fed Policy & Inflation Risks36:55 - What Todd Horwitz Is Buying & Shorting#trading #investing #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the U.S. midterm elections, the economy, AI investment risks, the growing debt problems in Europe, and what money supply and liquidity mean for inflation and financial markets.Watch Prof. Hanke's last interview: https://youtu.be/Q_H-h2ZAcLA*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW 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 [email protected]: 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 - Midterm Election & Financial Crisis Warning2:08 - Midterm Election Outlook: Democratic Sweep?3:12 - Why Americans Are Turning Against Trump8:44 - What Happens To Markets If Democrats Win?11:30 - Trump's Foreign Policy & Iran War Risks17:04 - AI Spending Drives U.S. Economic Growth20:40 - AI Bubble & 40% Financial Crisis Risk24:12 - Could Stocks Crash 40% & Tech Plunge 70%?28:27 - Europe's Debt Crisis, Riots & Recession Risks38:49 - U.S. Liquidity, Money Supply & Inflation#Inflation #economy #midterms

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., discusses Brazil’s election shock, what it teaches investors about politics and markets, and where interest rates, the dollar and precious metals stand on midterm election day.Watch Tavi's last interview: https://youtu.be/0n7nNdWjeQE*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.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 [email protected]: 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 - Introduction1:03 - Brazil's election shock5:06 - Reading the market's reaction9:15 - Trump weighs in on Brazil13:06 - Lessons for investors16:28 - Debt, s-pending cuts and populism19:49 - Brazil's central bank and currency22:24 - The Fed's tightening cycle27:40 - Gold, silver and the midterms#stocks #economy #investing