The David Lin Report

Markets In Final ‘Blow-Off Top’; Next Is Explosive Inflation, 'Lost Decade' | Bill Smead


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Bill Smead, Chairman of Smead Capital Management, discusses the final blow-off top for markets, followed by a return of
*This video was recorded on October 18, 2024
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0:00 - Intro
1:00 - Blow-Off Top
4:39 - Trigger for market correction
7:50 - Rate cuts across the world
10:33 - Tech stock rally
13:07 - 4th Turning and populism
19:00 - Stages of a market crash
22:44 - Bull market of early 1980s
27:26 - What will push up inflation
31:32 - Housing supply
35:20 - Oil and energy
36:31 - Consumer sentiment and retail sales
40:55 - Decade of low growth
44:45 - Markets not in “euphoria”
#stocks #investing #economy

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