What Would End Bull Market Overnight? Strategist Reveals Trigger | Sam Burns

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Sam Burns, Chief Strategist of Mill Street Research, breaks down what is currently driving the stock market and what that means for the Federal Reserve, inflation, oil prices, and the broader economy. Watch Sam's last interview:    • Stocks Are Rotating Hard; This Is Where Sm...   *This video was recorded on June 29, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my Briefs channel:    / @davidlinreportbriefs   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SAM BURNS: Mill Street Research: https://www.millstreetresearch.com/ Twitter (@MillStResearch):   / millstresearch   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at [email protected] DISCLAIMER: 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: Markets, Inflation, and the Fed 2:28 - AI’s Role in the Stock Market Rally 6:47 - Why Inflation Hasn’t Broken Stocks 8:39 - Oil, CPI, and the Fed’s Calculus 16:48 - Consumers, Wages, and Living Standards 20:40 - Interest Rates and Market Impact 22:55 - Portfolio Rotation and Market Leadership 26:19 - Recession Risk and the Labor Market 34:04 - Unusual Economic Indicators and Travel Demand #investing #stocks #economy