About this episode
Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the biggest opportunities for investors in 2025 under Trump's second term. *This video was recorded on December 4, 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 JAY SINGH: Special Situations Research Newsletter: https://www.specialsitsresearch.com/ X (@SpecialSitsNews): https://twitter.com/SpecialSitsNews 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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Top events from past week 3:44 - Major shift in sentiment 9:00 - Market risks 13:50 - Trump’s policies and special opportunities 21:12- Likely underperfomerers under Trump 2.0 25:00 - Fed and Trump 30:10 - Equities return 34:00 - French government collapsed 37:50 - South Korea martial law 44:35 - U.S. trade policy 48:00 - Bond market 51:20 - Special Situations Report #stocks #economy #investing