Forced Sell-Off Of All Assets As War, Crisis Unfold
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0:00 – Intro
1:30 – Market reaction to Middle East war
6:00 – Treasuries sell-off
6:55 – Gold is sending a warning
8:21 – Yields vs stocks
12:30 – Collapsing stocks and wealth effect
15:48 – Gold vs. Bitcoin
18:20 – Where is the “safe” asset?
20:31 – Currency crisis is here
23:30 – Small vs. large caps
24:45 – Lumber-gold ratio
27:07 – Credit event
29:44 – Asset class correlations
33:07 – Housing
35:33 – Nuclear war
37:55 – Biden vs. Trump and markets
39:50 – Lead-Lag Report
#investing #stocks #economy
Credit to : David Lin
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