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Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the latest stock market sell-off, the reason for lower earnings growth expectations, outlook for the economy, and the impacts of the Yen carry trade reversal.
Watch Jay's last interview with me: • Is The Bull Market Over? Why Stocks F... )
*This video was recorded on August 3, 2024
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0:00) - Intro
1:10) - Market update
4:33) - Yen carry trade
13:23) - Berkshire Hathaway selling Apple
16:55) - ISM manufacturing
20:00) - Labor market and Fed cuts
29:00) - Special situations
40:40) - China growth
45:30) - Foreign policy
#stocks) #economy) #investing)
