Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Robin Brooks, Senior Fellow at The Brookings Institution, argues there is no "sell America" trade happening, expects emerging markets and commodities to outperform, and believes the Ukraine war will likely end this year on unfavorable terms for Ukraine.*This video was recorded on February 19, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 ROBIN BROOKS:X (@robin_j_brooks): https://x.com/robin_j_brooksThe Brookings Institution: https://www.brookings.edu/FOLLOW 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 david@thedavidlinreport.comDISCLAIMER: 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.1:34 - ‘Sell America’ trade?3:58 - Emerging markets6:40 - Gold rally9:09 - Dumping US treasuries?11:03 - The ‘Trump FX Basket’14:17 - Russia/Ukraine19:33 - Global growth #Russia #investing #economy