Intro

Start earning interest in gold: https://Monetary-Metals.com/LinJay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses equity earnings, the Iran war, private credit, big tech layoffs, and the state of US fiscal and monetary policy. *This video was recorded on April 23, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 JAY SINGH:Special Situations Research Newsletter: https://www.specialsitsresearch.com/X (@SpecialSitsNews): https://x.com/SpecialSitsNewsFOLLOW 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.1:07 - Biggest market risks against earnings strength5:04 - Private credit stress and software collapse18:19 - Big tech layoffs and next black swan22:13 - Strait of Hormuz and energy28:55 - Timeline for war40:14 - Biggest money printing in human history51:07 - Defense stocks and tech IPOs#stocks #economy #investing