About this episode
Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off.Doug Ramsey—CIO of The Leuthold Group—analyzes market conditions and economic indicators, warning that slowing job growth, manufacturing contraction, and unsustainable deficit spending signal a potential recession ahead despite recent market performance.*This video was recorded on April 17, 2025Use 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 DOUG RAMSEY:Website: https://www.leutholdgroup.com/ 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 0:41 – Cyclical bear market 3:06 – Unemployment 8:17 – Economic outlook 10:34 – Market performance 13:51 – Fed response 16:44 – Bond market revolt 18:18 - Impact of deficits on markets 19:34 – Dollar weakness and deficit 20:19 – Asset allocation 25:11 – Recession warning #economy #stocks #investing