About this episode

Bill Smead discusses the state of the stock market and investment strategies amidst changing interest rates and AI trends.

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Bill Smead, Founder, CIO, Smead Capital Management, discuss the state of the stock market, the shift in the interest rate environment, and where he is looking for value today.Watch Bill's last interview: https://youtu.be/Dl0BFtRVeis*This video was recorded on June 5, 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 SMEAD CAPITAL:Website: https://smeadcap.com/X (@SmeadCap): https://x.com/SmeadCapFOLLOW 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…

People in this episode

Host: David Lin

Guest: Bill Smead

Topics covered

• stock market
• AI
• interest rates
• investment strategies
• value investing

Sponsors

CoolWallet

Mentioned in this episode

Organizations: Smead Capital Management, Kalshi

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