Intro

Start earning interest in gold: https://Monetary-Metals.com/LinMichael 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: https://www.youtube.com/watch?v=qYkJ8k12diU*This video was recorded on December 2, 2025.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW 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.comDISCLAIMER: 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 explained8:46 - USD/JPY vs. The NASDAQ12:28 - 2026 major market movers16:05 - US Treasuries18:39 - What is the trigger?21:14 - Bitcoin, gold and silver23:30 - AI bubble25:08 - Lumber-to-gold ratio and housing27:02 - Most bullish picks#investing #economy #stocks