Bond Market About To Flip: A Major Shakeup Is Coming | Jim Welsh

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Welsh, Founder and Author of Macro Tides, discusses growing risks in the stock market, weakening semiconductor stocks, rising bond yields, and the Federal Reserve’s inflation battle, while examining whether the AI boom can sustain the economy and how today’s markets compare with the 1987 crash.Watch Jim's last interview here: https://youtu.be/G9peC5ZZMuo*This video was recorded on October 19, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JIM WELSH:X (@jimwelshmacro): https://x.com/JimWelshMacroWebsite for Macro Tides: https://www.macrotides.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 [email protected]: 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.2:28 – Tech Rebound Or Dead Cat Bounce?3:59 – Semiconductor Stocks Flash Warning Signs8:04 – Bond Market Nears A Major Reversal15:14 – Global Bond Selloff: Where Is The Money Going?18:01 – Could Another 1987 Crash Happen?22:55 – What Could Trigger The Next Bear Market?24:24 – Fed Rate Hikes: October Vs. December29:25 – AI Boom: Productivity, Jobs, And Bubble Risks#stocks #economy #trading