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Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Adam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, discusses the challenges facing the real economy, and his outlook for stock markets. *This video was recorded on July 1, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THE KOBEISSI LETTER: Website: thekobeissiletter.com Twitter (@KobeissiLetter): / kobeissiletter Instagram (@kobeissiletter): / kobeissiletter Facebook: / kobeissiletter YouTube: / @kobeissiletter FOLLOW DAVID LIN: Twitter (@davidlin_TV): / 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 1:17 - Bond market 5:05 - Fed policy 7:05 - Inflation outlook 9:27 - Labor market 15:14 - “It’s a crazy world” 16:35 - Stock markets 20:10 - Recession vs. Soft landing 23:20 - Small businesses can’t pay rent 26:14 - Banks 27:46 - Asset allocation 28:43 - U.S. dollar 30:00 - Bitcoin #stocks #economy #investing