Buckle Up For ‘Tough 2025’ Warns Moody’s Chief Economist: Markets Not Pricing In What’s Next

David Lin May 2, 2025
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David Lin

@thedavidlinreport

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Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

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Mark Zandi, Chief Economist at Moody's Analytics, discusses the high probability of a global recession in 2025, citing trade tensions and tariffs as key triggers while outlining impacts on sectors, corporate earnings, markets, and investment opportunities. Mark Zandi’s most recent appearance on The David Lin Report: https://www.youtube.com/watch?v=ozUHll8ppX0 *This video was recorded on April 28, 2025. Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference: BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVID BitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVID Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MARK ZANDI: X (@Markzandi): https://x.com/Markzandi Economic View: https://www.economy.com/economicview/ Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:08 - Difficult 2025 2:05 - Recession coming 3:45 - Sectors discussion 5:11 - Earnings outlook 7:02 - Stock market valuation 8:20 - Tariffs and taxes 12:16 - Dollar weakness 15:55 - Dollar direction 16:40 - Investment opportunities 18:20 - Safe haven assets 19:03 - Real estate #economy #stocks #investing

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