The David Lin Report

Much Higher Unemployment Next, Market Bubble 'Unprecedented' | Dhaval Joshi


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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...
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*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

...more
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