Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
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Japan Is ‘Insolvent’: Yen Unwind Threatens Global Markets | Michael Gayed
Manage episode 522482931 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Start earning interest in gold: https://Monetary-Metals.com/LinMichael Gayed, Portfolio Manager for The Free Markets ETF, warns that rising Japanese interest rates could trigger a global market selloff but sees healthcare as a strong opportunity for 2025.Watch Michael's last interview with David: https://www.youtube.com/watch?v=qYkJ8k12diU*This video was recorded on December 2, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:45 - The Yen Carry Trade explained8:46 - USD/JPY vs. The NASDAQ12:28 - 2026 major market movers16:05 - US Treasuries18:39 - What is the trigger?21:14 - Bitcoin, gold and silver23:30 - AI bubble25:08 - Lumber-to-gold ratio and housing27:02 - Most bullish picks#investing #economy #stocks
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Manage episode 522482931 series 3614106
Content provided by The David Lin Report. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The David Lin Report or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Start earning interest in gold: https://Monetary-Metals.com/LinMichael Gayed, Portfolio Manager for The Free Markets ETF, warns that rising Japanese interest rates could trigger a global market selloff but sees healthcare as a strong opportunity for 2025.Watch Michael's last interview with David: https://www.youtube.com/watch?v=qYkJ8k12diU*This video was recorded on December 2, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.0:45 - The Yen Carry Trade explained8:46 - USD/JPY vs. The NASDAQ12:28 - 2026 major market movers16:05 - US Treasuries18:39 - What is the trigger?21:14 - Bitcoin, gold and silver23:30 - AI bubble25:08 - Lumber-to-gold ratio and housing27:02 - Most bullish picks#investing #economy #stocks
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Similar to The David Lin Report
Media and tech aren’t just intersecting — they’re fully intertwined. And to understand how those worlds work, and what they mean for you, veteran journalist Peter Kafka talks to industry leaders, upstarts and observers - and gets them to spell it out in plain, BS-free English. Part of the Vox Media Podcast Network.
…
continue reading
Feel brighter every day with our 20-minute pop-biz news podcast. The 3 business stories you need, with fresh takes you can pretend you came up with — Pairs perfectly with your morning oatmeal ritual. Hosted by Jack Crivici-Kramer & Nick Martell. Formerly known as “Snacks Daily”, Nick and Jack continue their podcast independent from Robinhood.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell and the rotating cast of The Hustle. Plus, expert insight on business strategies including marketing, scaling, sales, and overall entrepreneurship.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
FRONTLINE Editor-in-Chief and Executive Producer Raney Aronson-Rath sits down with journalists and filmmakers for probing conversations about the investigative journalism that drives each FRONTLINE documentary and the stories that shape our time. Produced at FRONTLINE’s headquarters at GBH and powered by PRX. The FRONTLINE Dispatch is made possible by the Abrams Foundation Journalism Initiative.
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He was born Hamish Watson, a surfie dude from Sydney – but he could morph into whatever you needed him to be. Hamish is due to be sentenced to jail in early 2019 for swindling a handful of victims out of more than $7m. But these crimes are just the final pages in a resume too thick to staple; for decades he’s duped victims in the US, Canada, Britain, Hong Kong and Australia. How did he do it? How did he evade authorities around the world for so long and what’s he done with all those tens of ...
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continue reading
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…
continue reading
Big Boss Interview is where the most high-profile chief executives and entrepreneurs come to give you their insights and experiences of running the world's biggest and well-known businesses. The series is presented by Sean Farrington, Felicity Hannah and Will Bain, who you'd normally hear presenting the business news on BBC Radio 4's Today programme as well as BBC 5 Live's Wake Up To Money. Each week they'll be finding out just what it takes to run a huge organisation and what the day to day ...
…
continue reading
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…
continue reading
Entrepreneurship empowers everyone
…
continue reading
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