Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off*This video was recorded on October 20, 2025Subscribe 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 ANNA WONG:X (@AnnaEconomist): https://twitter.com/AnnaEconomistFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:20 - Turning bullish4:22 - Trade policy uncertainty 5:14 - Fiscal tailwind 5:48 - Easing financial conditions 7:49 - AI driving economic boom9:12 - Cyclical recovery 12:20 - Inflation outlook 14:33 - Fed’s monetary policy 15:28 - “Bottom” in the labor market18:40 - Consumer strength23:44 - Wealth effect 29:30 - Impact of tariffs 32:30 - What would change Anna’s mind?#investing #economy #stocks