About this episode
Adrian Day, President of Adrian Day Asset Management, discusses the latest jobs report and the outlook for the economy. *This video was recorded on January 10, 2025 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ 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 - Jobs numbers 7:50 - Consumer strength 10:55 - Market reaction 11:39 - Fed monetary policy 15:14 - Inflation outlook 17:46 - Commodities 22:00 - Gold vs. Stocks 28:10 - Geopolitics and markets 30:25 - Large vs. Small cap gold stocks #economy #investing #stocks