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Start earning interest in gold: https://Monetary-Metals.com/Lin Michael 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: • Banks Borrow Record $50 Billion From Fed, ... *This video was recorded on December 2, 2025. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... 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 MICHAEL GAYED: Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): / leadlagreport YouTube channel: / @leadlagmedia Free Markets ETF website: https://freemarketsetf.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 DISCLAIMER: 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 explained 8:46 - USD/JPY vs. The NASDAQ 12:28 - 2026 major market movers 16:05 - US Treasuries 18:39 - What is the trigger? 21:14 - Bitcoin, gold and silver 23:30 - AI bubble 25:08 - Lumber-to-gold ratio and housing 27:02 - Most bullish picks #investing #economy #stocks