Markets At ‘Scary’ Levels: The One Sector That Has 'Deep Value' | Fr. Emmanuel Lemelson

The David Lin Report

Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025. *This video was recorded on December 6, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW EMMANUEL LEMELSON: Lemelson Capital: https://lemelsoncapital.com/ Amvona: https://amvona.com/ Newsletter: https://lemelsoncapital.com/newsletter/ Apple — https://podcasts.apple.com/us/podcast/the-fr-emmanuel-lemelson-podcast/id1738760054 Spotify — https://open.spotify.com/show/1iJukFtx9OvCgBOOwt2WXP?si=1c69f5dc5b49449b https://youtube.com/@Lemelson https://twitter.com/Lemelson https://facebook.com/lemelson/ https://tiktok.com/@fr_emmanuel_lemelson https://instagram.com/lemelson/ https://www.linkedin.com/in/emmanuellemelson/ https://rumble.com/user/FrEmmanuelLemelson FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [e-mail] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:45 - Labor market and economy 3:48 - Deep value 8:11 - Retail sector 13:15 - AI-rally risks “correction” 15:23 - How to analyze financial statements 21:08 - The “myth of diversification” 22:30 - Tech valuation metrics 26:35 - Dave Sacks as “AI and crypto Czar” 30:29 - Peter Navarro as trade advisor 32:16 - Tariffs and recession 34:30 - Faith and investing 36:05 - Common investing mistakes #economy #investing #stocks