'Biggest Money Printing In Human Existence'; These Assets Blow Up Next

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Издатель Apr 28, 2026

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Jay 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.

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DISCLAIMER: 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.

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0:00 - Intro.
1:07 - Biggest market risks against earnings strength
5:04 - Private credit stress and software collapse
18:19 - Big tech layoffs and next black swan
22:13 - Strait of Hormuz and energy
28:55 - Timeline for war
40:14 - Biggest money printing in human history
51:07 - Defense stocks and tech IPOs

#stocks #economy #investing