Check out Odoo today - https://www.odoo.com/r/9plChance Finucane, Chief Investment Officer of Oxbow Advisors, argues that the stock market is dangerously overvalued due to AI concentration and faces a likely correction, while the Fed's rate cuts into persistent inflation signal a shift to a long-term inflationary cycle requiring different portfolio positioning.Watch Chance's last interview with David: https://www.youtube.com/watch?v=5UPTy-0opWc*This video was recorded on November 5, 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ X (@chancefinucane): https://x.com/ChanceFinucaneX (@Oxbow_Advisors): https://x.com/oxbow_advisorsFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:45 - Stock market rally outlook3:18 - Sector rotations5:10 - Tech concentration9:01 - Circular AI financing14:13 - Allocations16:10 - The Fed and inflation23:36 - US debt crisis and treasuries28:08 - Leverage and market speculation33:18 - Real estate sector36:01 - Gold and silver42:04 - Next major catalyst#stocks #economy #investing
