The David Lin Report

Massive Shortages, Empty Shelves In A Few Weeks? 'Bear Market Rally’ Won’t Last | David Hay


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David Hay, retired former co-CIO of Evergreen Gavekal and founder of Haymaker Publications, analyzes Q1 2025's negative GDP growth, discusses recession probabilities, and shares his bullish outlook on gold, silver, uranium and overseas markets amid supply chain disruptions and market volatility. Watch the last interview with David Hay:    • Bubble 4.0: Markets Reached ‘Record L...  *This video was recorded on April 30, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW DAVID HAY:Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  For business inquiries, reach me at [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro2:03 - GDP Data3:42 - Supply chain issues9:04 - Recession probability14:59 - Stock market outlook20:24 - Safe haven assets22:10 - Gold and silver28:40 - Foreign investment opportunities31:15 - Fourth Turning duration33:06 - Stimulus34:29 - Bullish assets36:00 - New project#stocks #economy #investing

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