‘Funds Will Get Wiped Out’: Massive Rotation Happening Now | David Cervantes

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Cervantes, Founder of Pinebrook Capital Management, discusses the tech stock selloff, AI financing risks, inflation, Federal Reserve policy, and where investors are moving their money amid changing market conditions.Watch David Cervantes last interview: https://youtu.be/LK6YKTvuHbY*This video was recorded on November 6, 2026.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 DAVID CERVANTES:Pinebook Capital: https://www.pinebrookcap.com/Podcast: https://www.pinebrookcap.com/podcastFOLLOW 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 - Tech Stocks Crash: What's Behind the Selloff?1:58 - Rising Interest Rates and the AI Funding Crisis5:18 - Tech Earnings and the Future of AI Investment7:58 - What Could Drive the Next Tech Rally?10:37 - Midterm Election Impact on AI Growth13:19 - Where Should Investors Put Their Money Now?16:02 - Strong Jobs Report and Fed Rate Hike Outlook20:01 - Where Institutional Investors Are Rotating24:39 - Hedge Fund Blowups and Credit Market Warning Signs28:45 - Private Credit Risks and Potential Defaults30:40 - What Could Change the Market Outlook?#investing #economy #trading