Start earning interest in gold: https://Monetary-Metals.com/LinSam Burns, Chief Strategist of Mill Street Research, explains how stock markets quickly bounced back from a drop caused by new tariffs under Trump. He warns of a slowing U.S. economy ahead while recommending balanced investments in tech stocks and safer options like utilities. Lastly, he predicts possible Fed rate cuts amid sticky inflation.Watch Sam’s last interview with David: https://www.youtube.com/watch?v=fnusUSmt1UE*This video was recorded on August 7, 2025.Subscribe 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 BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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 - Intro.1:15 - Current market outlook6:15 - Global yields8:50 - Allocations12:39 - What’s changed?14:23 - Jobs numbers16:02 - Trump admin changes?19:09 - Prospect of a recession?20:27 - Inflation25:05 - Fed policy20:18 - Kugler resignation31:51 - Commodities33:44 - Fed too restrictive?38:14 - Markets reaching new highs40:44 - Most bullish asset class#stocks #investing #economy