Why Japan's $20 Trillion Yen Carry Trade Unwind Could End Bull Market | Jim Welsh скачать в хорошем качестве

Why Japan's $20 Trillion Yen Carry Trade Unwind Could End Bull Market | Jim Welsh

Start earning interest in gold: https://Monetary-Metals.com/Lin Jim Welsh, Founder, Author, Macro Tides, expects stocks to enter a secular bear market soon despite no immediate recession, driven by extreme valuations, weakening consumers, and technical warning signs. *This video was recorded on November 19, 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 JIM WELSH: X (@jimwelshmacro): https://x.com/JimWelshMacro Website for Macro Tides: https://www.macrotides.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 *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro. 1:00 - Jim’s 2007 and 2022 observations 4:20 - Market outlook 6:17 - Bear market observations and recession outlook 9:08 - Inflation and the “golden age” of America 19:55 - S&P 500 analysis and rebound rally 32:25 - Gold, silver and safe havens 35:49 - Treasury bonds 42:33 - Dollar strength and reserve currency debate #stocks #economy #trading