Investor Called Chips Crash, Now Warns ‘We’re Nearing The End’ Of Stock Rally | Jim Welsh

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Jim Welsh, Founder and Author of Macro Tides, breaks down the latest stock market rally, the strength of the U.S. economy, Fed policy, rising bond yields, semiconductor weakness, and the technical setup for gold and gold stocks.

Watch Jim's last interview here:    • Investor Called 2026 Bear Market, Here’s H...  

*This video was recorded on August 7, 2026.

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0:00 - Intro.
2:05 - S&P 500 Rally & What Comes Next
6:01 - Is The U.S. Economy Really Strong?
8:20 - Jobs Report, Inflation & Fed Rate Hikes
12:19 - Bond Yields & The Global Rate Shift
16:41 - Semiconductor Rally: Recovery Or Retracement?
25:28 - Gold Rally & Technical Outlook
32:40 - Strait Of Hormuz & Geopolitical Market Risk
35:56 - Fed Credibility, Forward Guidance & What Jim Is Trading

#stocks #economy #trading