{"podcast":{"title":"The David Lin Report","slug":"the-david-lin-report-6875349","podcast_index_feed_id":6875349,"rss_url":"https://anchor.fm/s/f37f9ba0/podcast/rss","website_url":"https://www.thedavidlinreport.com/","image_url":"https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/40752264/40752264-1711824989164-8b849f672ec8e.jpg","author":"The David Lin Report","episode_count":932,"summary":"Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.","last_synced_at":"2026-07-29T20:18:47.600041+00:00","page_url":"https://stenobird.com/podcast/the-david-lin-report-6875349"},"episode":{"title":"S&P 500 Has ‘No Chance’ As AI Mania Unravels, Warns Fund Manager | Bill Smead","slug":"s-p-500-has-no-chance-as-ai-mania-unravels-warns-fund-manager-bill-smead","published_at":"2026-06-08T21:11:49+00:00","page_url":"https://stenobird.com/podcast/the-david-lin-report-6875349/s-p-500-has-no-chance-as-ai-mania-unravels-warns-fund-manager-bill-smead","show_page_url":"https://stenobird.com/podcast/the-david-lin-report-6875349","url":"https://podcasters.spotify.com/pod/show/the-david-lin-report/episodes/SP-500-Has-No-Chance-As-AI-Mania-Unravels--Warns-Fund-Manager--Bill-Smead-e3kh2ps","audio_url":"https://anchor.fm/s/f37f9ba0/podcast/play/121194748/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-8%2F425761553-44100-2-9890e620b1ef5.m4a","summary":"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 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 sponso…","meta_description":"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 Mana…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2453,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-david-lin-report-6875349/episodes/s-p-500-has-no-chance-as-ai-mania-unravels-warns-fund-manager-bill-smead/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-david-lin-report-6875349/s-p-500-has-no-chance-as-ai-mania-unravels-warns-fund-manager-bill-smead.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}