2025’s Biggest Market Trends And Opportunities | Jay Singh
The David Lin Report
Shownotes Transcript
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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
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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