Why Warren Buffett Dumped Apple; Watch This Trigger For Next Big Sell-Off | Jay Singh

David Lin
David Lin
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Published 2024-08-06
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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:    • Is The Bull Market Over? Why Stocks F...  

*This video was recorded on August 3, 2024

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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
All Comments (21)
  • @MrGeez42
    the game is rigged. the rest are to persuade just the opposite and retail traders to stay in the game to provide them liquidity and profits.
  • @McKnightCutkosky
    just sold a property in Portland and I'm thinking to put the cash in stocks, I know everyone is saying its ripe enough, but Is this a good time to buy stocks? How long until a full recovery? How are other people in the same market raking in over $200k gains with months, I'm really just confused at this point.
  • @mayflower6819
    Love this speaker today. Clear concise and intelligent
  • @eh7599
    Tech is ridiculous! SP500 overvalued 30%
  • @bbq8708
    They sell, we buy. Be greedy when others is fearful.
  • @Anna-de8pd
    Considering the United States elections so many people are already taking advantage of it to make good RO considering the level of insider trading going on at the moment. Recently over trillions were wiped out of the stock and these are calculated manipulation. Just can't believe I closed nearly 311k recently for just copytrade and I wish i even meet menon earlier.
  • @prolific1518
    Sell off is done. Market is reversing based on nothing.
  • @trailguy
    David, you’ll thank yourself for getting on an elliptical machine a few hours a week. Stay healthy so you can spend your investments in 30-50 years instead of your heirs.
  • @END-THE-FED
    When the Fed begins printing currency and lowers rates again, the borrow USD to buy bitcoin carry trade will be on.
  • @buffett1000
    Bravo David. Great interview with a great guest.
  • @jackie-sd6lc
    it's not the first time, every time that old man warren buffet making big moves, surreptitious ruin was already made somewhere!
  • @chrispaul1117
    This guy pushed ebix. It went to zero. He's got a healthy ego. Time for a big correction in tech? Yeah. Probably
  • @chrispaul1117
    Oh geez . Buffy bought low , sold high. He took profits. Now tech is over? 😂 . Another leg down before next leg up? Probably
  • @j.corona8118
    Not only that the fed gov is only begging to crack down on monopolies in the tech sector. should have done it a long time a go on a smaller level.