EPISODE · Jul 2, 2025 · 27 MIN
The ‘Lose-Lose’ Economy: Why Both Bulls And Bears Could Suffer | Mike McGlone
from The David Lin Report · host The David Lin Report
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses warning signs of an overvalued U.S. stock market, the deflationary outlook for oil and Bitcoin, and gold's potential rise to $3,500 as an indicator of economic trouble ahead.Watch Mike’s last interview with David: https://www.youtube.com/watch?v=5WeIIofZ8nM*This video was recorded on June 30, 2025.Subscribe 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 MIKE MCGLONE: Twitter (@mikemcglone11): https://x.com/mikemcglone11LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513FOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:44 - Revised GDP numbers4:01 - Inflation7:22 - Oil to $40?8:14 - Gold10:19 - Multi-decade macro outlook13:22 - Commodities vs. Stocks14:58 - Investment thesis17:05 - Deflation18:55 - Oil20:41 - Bitcoin#investing #economy #commodities
What this episode covers
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses warning signs of an overvalued U.S. stock market, the deflationary outlook for oil and Bitcoin, and gold's potential rise to $3,500 as an indicator of economic trouble ahead.Watch Mike’s last interview with David: https://www.youtube.com/watch?v=5WeIIofZ8nM*This video was recorded on June 30, 2025.Subscribe 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 MIKE MCGLONE: Twitter (@mikemcglone11): https://x.com/mikemcglone11LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513FOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:44 - Revised GDP numbers4:01 - Inflation7:22 - Oil to $40?8:14 - Gold10:19 - Multi-decade macro outlook13:22 - Commodities vs. Stocks14:58 - Investment thesis17:05 - Deflation18:55 - Oil20:41 - Bitcoin#investing #economy #commodities
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The ‘Lose-Lose’ Economy: Why Both Bulls And Bears Could Suffer | Mike McGlone
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