Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025.
*This video was recorded on December 6, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW EMMANUEL LEMELSON:
Lemelson Capital: https://lemelsoncapital.com/
Amvona: https://amvona.com/
Newsletter: https://lemelsoncapital.com/newsletter/
Apple — https://podcasts.apple.com/us/podcast/the-fr-emmanuel-lemelson-podcast/id1738760054
Spotify — https://open.spotify.com/show/1iJukFtx9OvCgBOOwt2WXP?si=1c69f5dc5b49449b
https://youtube.com/@Lemelson
https://twitter.com/Lemelson
https://facebook.com/lemelson/
https://tiktok.com/@fr_emmanuel_lemelson
https://instagram.com/lemelson/
https://www.linkedin.com/in/emmanuellemelson/
https://rumble.com/user/FrEmmanuelLemelson
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@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
0:45 - Labor market and economy
3:48 - Deep value
8:11 - Retail sector
13:15 - AI-rally risks “correction”
15:23 - How to analyze financial statements
21:08 - The “myth of diversification”
22:30 - Tech valuation metrics
26:35 - Dave Sacks as “AI and crypto Czar”
30:29 - Peter Navarro as trade advisor
32:16 - Tariffs and recession
34:30 - Faith and investing
36:05 - Common investing mistakes
#economy #investing #stocks