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Much Higher Unemployment Next, Market Bubble 'Unprecedented' | Dhaval Joshi
Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets.
*This video was recorded on May 20, 2024
Dhaval's last interview with me: • What Happens When ‘Biggest Housing Bu...
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW BCA RESEARCH:
Website: https://www.bcaresearch.com/
Twitter (@bcaresearch): / bcaresearch
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / 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
1:00 - Market bubble
4:48 - Superstars vs. everyone else
14:00 - Long-term U.S. stocks returns
16:14 - American "exceptionalism"
22:00 - Labor market and recession
30:42 - Gold and Bitcoin
#stocks #economy #investing
View all episodes
By The David Lin Report
4.5
2525 ratings
Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets.
*This video was recorded on May 20, 2024
Dhaval's last interview with me: • What Happens When ‘Biggest Housing Bu...
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW BCA RESEARCH:
Website: https://www.bcaresearch.com/
Twitter (@bcaresearch): / bcaresearch
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / 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
1:00 - Market bubble
4:48 - Superstars vs. everyone else
14:00 - Long-term U.S. stocks returns
16:14 - American "exceptionalism"
22:00 - Labor market and recession
30:42 - Gold and Bitcoin
#stocks #economy #investing
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