The David Lin Report

← The David Lin Reportanteayer · 39 min

No Relief Until 2027—Then Stocks Face Reset | Peter Berezin

No Relief Until 2027—Then Stocks Face Reset | Peter Berezinanteayer39 min

<p>🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, discusses the impact of the AI boom on stocks, bond yields, and the broader economy, along with oil prices, inflation, and emerging investment opportunities.Watch Peter&#39;s last interview with David: https://youtu.be/nQEWF3LYeBw*This video was recorded on October 12, 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 PETER BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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.00:00 – Introduction00:37 – Why Consumers Are Struggling02:13 – Oil Prices and the Iran War09:07 – Why Bond Yields Are Rising14:40 – When to Buy Bonds16:27 – The Risk of an AI Bust21:16 – Is AI A