Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the latest stock market sell-off, the reason for lower earnings growth expectations, outlook for the economy, and the impacts of the Yen carry trade reversal.

Watch Jay's last interview with me:    • Is The Bull Market Over? Why Stocks F...  

*This video was recorded on August 3, 2024

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0:00 - Intro

1:10 - Market update

4:33 - Yen carry trade

13:23 - Berkshire Hathaway selling Apple

16:55 - ISM manufacturing

20:00 - Labor market and Fed cuts

29:00 - Special situations

40:40 - China growth

45:30 - Foreign policy

#stocks #economy #investing