The David Lin Report

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, discusses the sharp tech stock selloff, growing concerns over AI spending, shifting investor sentiment, and what market trends are signaling for stocks, gold, and bonds.Watch Chris' last interview with me: https://youtu.be/6WHRPzqFvYc*This video was recorded on October 30, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/?am_id=david8420YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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 [email protected]: 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.00:00 – Tech Stocks Crash: Is the AI Bubble Bursting?03:17 – Semiconductor Selloff and Institutional Selling05:15 – Investors Rotate Into Defensive Stocks06:30 – Market Panic, Margin Calls, and Forced Selling08:40 – Nasdaq Outlook: How Much Further Could Stocks Fall?10:59 – AI Spending Concerns and Tech Earnings14:48 – Could This Be the Start of a Financial Crisis?18:37 – What Happens When Markets Reopen Monday?20:32 – Gold Breaks Below $4,000: What's Next?25:27 – Where Investors Are Moving Their Money27:17 – Treasury Yields, Inflation, and Market Risks#StockMarket #investing #trading

Learn more about GRG Resources (TSX-V: GRG | OTCQB: GARWF): https://grgresources.com/Nikolaos Cacos, CEO & President of GRG Resources, discusses the outlook for gold and copper, mining opportunities in South America, and the company's exploration projects and growth strategy.*This video was recorded on October 26, 2026 and disseminated on behalf of GRG Resources (TSX-V: GRG | OTCQB: GARWF).Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NIKOLAOS CACOS AND GRG RESOURCES:Website: https://grgresources.com/X: https://x.com/GRGResourcesFOLLOW 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 [email protected]: 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.00:00 - Gold, Copper, and the Mining Industry00:54 - Are Commodities Entering a Supercycle?02:54 - Which Metals Offer the Most Potential?04:52 - What's Driving Gold Prices?07:28 - Copper Demand and the Global Economy09:06 - Why Invest in South American Mining?09:49 - GRG's Flagship Gold Project in Chile13:49 - Drilling Results and Upcoming Catalysts16:53 - $13 Million Royalty Deal and Growth Strategy#copper #gold #investing

The Federal Reserve held interest rates steady in a divided 10–2 decision despite persistent inflation and rising Treasury yields, as Chair Kevin Warsh addressed growing expectations of a December rate hike and the implications for financial markets.Hosted by Producer Matt Milligan.*This video was recorded on October 28, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 MATTHEW D. MILLIGAN:X: https://x.com/MilliganMattDAcademic work: https://matthewdmilligan.academia.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 [email protected]: 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 - Fed Holds Rates in Divided 10-2 Decision0:39 - Warsh: Strong Economy, Persistent Inflation3:26 - Fed Tightens Financial Conditions, Changes Meeting Schedule7:31 - Why Didn't the Fed Raise Rates?11:19 - Oil Prices, Inflation and Treasury Yields13:08 - How Higher Interest Rates Impact AI15:50 - December Rate Hike: What Happens Next?17:34 - Is the Economy Running Too Hot?20:15 - What's Next for Rates and Markets?#investing #economy #interestrates

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, discusses the impact of AI on jobs, the weakening labor market, housing risks, and what interest rates and wage growth mean for the U.S. economy.Watch Eric's last interview: https://youtu.be/YHWw-UDPo4w*This video was recorded on October 27, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 [email protected]: 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 - AI Layoffs: Is Your Job Safe?2:01 - Why Hiring Is So Weak Despite Low Layoffs7:03 - White-Collar vs. Blue-Collar Jobs: Who's Most at Risk?11:36 - AI Productivity: Who Benefits From the Gains?18:35 - Will AI Cause Structural Unemployment?24:17 - Why Americans Feel Worse About the Economy27:42 - Small Businesses Face Growing Uncertainty33:59 - Why Young Workers Are Struggling to Find Jobs37:51 - Fed Rate Hikes, 2027 Wage Outlook, and Housing Risks#economy #jobs #stocks

Go to https://san.com/davidlin to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Thomas Hoenig, former President of the Kansas City Fed, former Vice Chairman of the FDIC, and currently the Distinguished Senior Fellow at the Mercatus Center, discusses the Federal Reserve's interest rate policy, rising government debt, mounting risks in the banking and AI sectors, and the impact of higher borrowing costs on the housing market and broader economy.*This video was recorded on October 27, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 THOMAS HOENIG:The Mercatus Center: https://www.mercatus.org/ X (@tom_hoenig): https://x.com/tom_hoenigFOLLOW 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 [email protected]: 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.3:08 - Kevin Warsh's Fed and the Fight Against Inflation7:10 - Why the Fed's Zero-Interest-Rate Policy Was a Mistake11:19 - Should the Fed Raise Interest Rates Further?14:54 - Why Bond Yields Are Rising Worldwide18:42 - Unrealized Bank Losses and Financial Stability21:00 - AI Debt Crisis: CoreWeave, Oracle and Private Credit27:08 - Banks' Exposure to AI and Growing Credit Risks33:00 - Housing Market Stress and the Risk of Financial Crisis#economy #investing #federalreserve

Start earning interest in gold: https://Monetary-Metals.com/LinDavid Woo examines Anthropic's IPO, China's 40% tech stock crash, mounting AI debt risks, the possibility of renewed U.S. strikes on Iran, and the outlook for oil, stocks, and gold.*This video was recorded on October 27, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DAVID WOO: X: https://x.com/DavidwoounboundWebsite: https://www.davidwoounbound.com/David Woo Unbound YouTube: https://www.youtube.com/@DavidWooUnboundFOLLOW 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 [email protected]: 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 - AI Bubble & Iran War Warning1:17 - Anthropic IPO & Financial Losses2:42 - China's AI Stocks Crash 40%5:28 - Anthropic's $2 Trillion Valuation7:14 - AI Revenue Growth Slows9:06 - Data Center Costs & Profit Margins12:00 - What Investors Should Watch13:19 - Big Tech's AI Spending Problem16:40 - Nasdaq Selloff & Market Risks19:33 - Iran War Escalation Warning23:04 - Israeli Election & Trump's Next Move27:29 - Brazil's Election & Market Selloff30:14 - Why Oil Prices Remain High35:01 - Oil Shock Threatens Tech Stocks38:06 - France Crisis & Gold Outlook#AIBubble #IranWar #StockMarket

Start earning interest in gold: https://Monetary-Metals.com/LinDaryl Fairweather, Chief Economist at Redfin, discusses the U.S. housing market, mortgage rates, affordability challenges, regional housing trends, and what buyers and sellers need to know.Watch Daryl's last interview: https://youtu.be/sIoJK7fw5So*This video was recorded on October 26, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DARYL FAIRWEATHER:X (@fairweatherphd): https://x.com/FairweatherPhD"Hate The Game" Substack: https://hatethegame.substack.com/Redfin Website: https://www.redfin.com/"Hate The Game" book link: https://www.amazon.com/Hate-Game-Economic-Cheat-Codes/dp/0226839524?crid=3JDZFKSSTTQ8F&dib=eyJ2IjoiMSJ9.IehFBeklacEbQAxwbuSMFX8ftXtA_iuNCz0gc5M41ZM.MkSwf17i2ipLMR6TMQzFKz_eKXCZV-qUG_dkf0AMS0A&dib_tag=se&keywords=hate+the+game+daryl+fairweather&qid=1770743700&sprefix=%2Caps%2C154&sr=8-1FOLLOW 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 [email protected]: 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.00:00 – Intro.01:19 – Home Sales Plunge as Affordability Worsens03:50 – Why Home Prices Remain High and Construction Slows07:21 – U.S. Housing Market vs. Global Real Estate Downturn12:09 – Mortgage Rates, AI Boom, and Housing Prices17:05 – Hottest Housing Markets: San Francisco and the Northeast21:38 – Foreclosures and Biggest Buyer's Markets25:45 – Midwest Housing Boom and Rental Market Trends28:01 – Housing Outlook: Should You Buy or Rent?#housing #realestate #economy

Start earning interest in gold: https://Monetary-Metals.com/LinDavid Busch, CIO of Trajan Wealth, discusses the shifting outlook for stocks and bonds, growing risks in the AI boom, inflation pressures, and the widening divide between wealthy and struggling American consumers.Watch David Busch's last interview: https://youtu.be/-8Gcs7cPnIU*This video was recorded on October 23, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DAVID BUSCH:Website: https://trajanwealth.com/YouTube: www.youtube.com/@trajanwealthFOLLOW 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 [email protected]: 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.00:00 – Intro.01:47 – How Higher Bond Yields Affect Stocks03:43 – Is the 60/40 Portfolio Making a Comeback?04:50 – Tech Stock Rotation and the Next Phase of AI06:51 – Why AI Companies Are Being Punished Despite Strong Earnings09:11 – China's AI Competition and Risks to U.S. Tech11:53 – CoreWeave, Oracle, and AI Debt Risks16:05 – AI Opportunities: Finding Value or Falling Into a Trap19:50 – Iran War, Inflation, and the Fed's Next Move22:46 – Consumer Spending and America's Two-Speed Economy26:18 – The Disappearing Middle Class and Economic Outlook#stocks #investing #economy

Peter Grandich warns of mounting stock market risks as the AI bubble unravels, oil prices surge, and U.S. debt pressures grow, while discussing the possibility of a historic market crash and opportunities in gold and copper.For more information on Brixton Metals: https://brixtonmetals.com/*This video was recorded on October 23, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 PETER GRANDICH: Website: https://petergrandich.com/ X (@PeterGrandich): https://x.com/PeterGrandich 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 [email protected]: 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 - Stock Market Crash Warning0:45 - Iran War & Oil Prices3:40 - AI Bubble Unravels5:34 - Midterm Elections & Market Risks9:22 - Could Trump Leave Office?11:47 - Energy Stocks & Oil Supply16:29 - Stock Market Rotation Begins19:47 - AI Debt & Credit Risks22:19 - When Could The Market Crash?23:45 - Gold's Next Major Move27:27 - U.S. Debt & Bond Market Risks33:37 - Nvidia & Historic Market Bubbles35:45 - Worse Than 1929?41:06 - Copper's Long-Term Outlook42:05 - Protecting Wealth In 2027#StockMarketCrash #AIBubble #investing

Tech stocks are selling off despite strong earnings as Meta, Tesla, CoreWeave, and Oracle face mounting questions about AI spending, debt, profitability, and future returns.*This video was recorded on October 22, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 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 [email protected]: 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 - Tech Stocks Sell Off1:15 - Meta's AI Spending Problem3:37 - Tesla's Shrinking Profits6:27 - CoreWeave's Debt Crisis11:44 - Oracle's AI Financing Risks16:01 - The Bigger AI Bubble Risk#AIStocks #TechStocks #StockMarket