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Signs Of 2001 Bubble Crash Repeat Warns Economist | Peter Berezin

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Manage episode 516350055 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.

Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, warns that stock markets are walking a tightrope with AI investments potentially creating a bubble, and investors should prepare for a downturn by moving into defensive positions and gold while watching for rising layoffs as a recession signal. Watch Peter’s last interview with David: https://youtu.be/W8SSOy2Bw18*This video was recorded on October 28, 2025.Subscribe 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 PETER BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:42- Economic “tightrope” and S&P growth3:16 - Bond markets, debt, and dot-com bubble comparison8:14 - AI, productivity, and impact on markets12:18 - Revised S&P outlook, allocations, and labor market15:39 - The Fed, Recession, and inflation outlook20:08 - Gold price surge, and market outlook25:07 - Allocations and sectors Peter likes28:07 - FOMC expectations#investing #economy #gold

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640 episodes

Artwork
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Manage episode 516350055 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.

Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, warns that stock markets are walking a tightrope with AI investments potentially creating a bubble, and investors should prepare for a downturn by moving into defensive positions and gold while watching for rising layoffs as a recession signal. Watch Peter’s last interview with David: https://youtu.be/W8SSOy2Bw18*This video was recorded on October 28, 2025.Subscribe 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 PETER BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:42- Economic “tightrope” and S&P growth3:16 - Bond markets, debt, and dot-com bubble comparison8:14 - AI, productivity, and impact on markets12:18 - Revised S&P outlook, allocations, and labor market15:39 - The Fed, Recession, and inflation outlook20:08 - Gold price surge, and market outlook25:07 - Allocations and sectors Peter likes28:07 - FOMC expectations#investing #economy #gold

  continue reading

640 episodes

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