About this episode
Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off.Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, discusses the likelihood of a U.S. recession by summer 2024, growing fiscal vulnerabilities, and the weakening dollar as investors increasingly question its safe-haven status amid escalating trade tensions with China.*This video was recorded on April 22, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25: https://tickets.b.tc/event/bitcoin-20... BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW PETER BEREZIN:BCA Research: https://www.bcaresearch.com Linked-In: / peter-berezin-1289b87 X (@PeterBerezinBCA): https://x.com/PeterBerezinBCA FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / davidlin_tv For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 – Intro 1:04 – China trade war 4:37 – China relations 9:55 – Lower dollar theory 12:58 – Bond yields 15:55 – Initial jobless claims 18:51 – Weakening economy 20:55 – Market signals 22:41 – The DXY 23:40 – Investment strategy and outlook 26:57 – Treasuries, gold, bitcoin #investing #economy #bonds