The Software Stock Rout Warning

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Sign Up for the Mar 11 “Best Stock Ideas Online Summit”: https://noble-capevents.com/?ref=DavidLinGeorge Noble, Managing Partner of Noble Capital Advisors and Author of “The Noble Update, discusses why he believes a major regime change is underway in global markets, making the case for active investing, commodity sectors, and international diversification over US tech and bonds. *This video was recorded on March 10, 2026.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 GEORGE NOBLE:George's X: https://x.com/gnoble79“The Noble Update” Substack: https://georgenoble.substack.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.1:12 - Emerging Markets vs. S&P 5002:52 - Best stock themes10:31 - Software stock rout18:28 - Semiconductors20:55 - Valuations24:33 - George’s modern portfolio30:14 - “Market Talk” and passive investments35:36 - Bonds36:58 - Oil 39:00 - Gold42:20 - Bitcoin44:30 - Asset allocation49:31 - The tech trade of the future 51:45 - The China trade 53:00 - Follow George #investing #stocks #economy