This Is When It Market Rally Ends And Stocks To Own Now | Jay Singh

Start earning interest in gold: https://Monetary-Metals.com/LinJay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discuss the market rebound, AI spending, corporate earnings, consumer weakness, interest rates, gold, and the major investment themes shaping the second half of 2026.Watch Jay's last interview: https://youtu.be/r17-6C5ul6g*This video was recorded on August 14, 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.4:00 - Jay’s Special Situations Trades11:45 - How Leverage Destroyed an AI Hedge Fund15:43 - Big Tech’s AI Spending Boom23:17 - AI, Iran & Record S&P Earnings29:16 - What Matters for Nvidia Earnings31:40 - Wall Street vs. The American Consumer38:38 - What Could Kill the Market Rally?46:36 - Biggest Investment Themes for Late 2026#stocks #economy #investing