The David Lin Report Fed Under Attack; What's Next For Stocks, Bitcoin, Gold As Bull Market 'Ends' | Gareth Soloway
Sep 18, 2025
Gareth Soloway, President of Verified Investing and a market strategist, dives into the recent FOMC rate cut and its implications for monetary policy. He discusses the broader economic landscape, analyzing recession risks and market disconnects. Gareth shares insights on the housing market's struggles and practical hedging strategies. Additionally, he explores Bitcoin's volatility, gold's recent surge, and the potential impact of dollar weakness on investments. This engaging conversation offers a fresh perspective on navigating the market's uncertainties.
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Classic Topping Signals In Late Bull Market
- Gareth says late-stage bull markets show a disconnect: weak real data but FOMO-driven asset gains and record margin debt.
- He flags margin extremes and meme investing as classic topping signals.
Defend Gains Before A Possible Downturn
- Protect positions by buying puts, taking profits, or using trailing stops to limit downside.
- Gareth also recommends lightening exposure and using cheap option protection when volatility is low.
Simple Hedges For Non-Option Traders
- Use VXX or VIX-related ETFs, or buy dividend-paying defensive stocks like Pfizer and Keurig Dr Pepper as simple hedges.
- Consider reducing exposure and keep risk controls instead of chasing small additional gains.