Bull Market Could 'Unwind Quickly': 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.*This video was recorded on June 29, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 SAM BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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 - Intro: Markets, Inflation, and the Fed2:28 - AI’s Role in the Stock Market Rally6:47 - Why Inflation Hasn’t Broken Stocks8:39 - Oil, CPI, and the Fed’s Calculus16:48 - Consumers, Wages, and Living Standards20:40 - Interest Rates and Market Impact22:55 - Portfolio Rotation and Market Leadership26:19 - Recession Risk and the Labor Market34:04 - Unusual Economic Indicators and Travel Demand#investing #stocks #economy