Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offChance Finucane, Chief Investment Officer of Oxbow Advisors, expects Fed Chair Powell to signal only modest rate cuts at Jackson Hole, disappointing overvalued markets that are dangerously concentrated in AI/tech momentum plays, prompting his firm to favor diversified portfolios with defensive assets like treasuries, energy, and precious metals while waiting for better entry points.Watch Chance's last interview with David: https://www.youtube.com/watch?v=2QPq-9DB6vY*This video was recorded on August 20, 2025.Subscribe 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ X (@chancefinucane): https://x.com/ChanceFinucaneX (@Oxbow_Advisors): https://x.com/oxbow_advisorsFOLLOW 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/YouTube: https://www.youtube.com/oxbowadvisorsFor 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 - Intro.1:00 - Recent market action2:17 - Tech selloff3:36 - Market targets and entry points4:29 - Jackson Hole symposium preview6:11 - Fed policy and rate cut expectations8:15 - Impact of multiple fed cuts9:54 - Jackson Hole speech risks and market reaction11:33 - Trump tariffs and “buy the dip” strategy14:05 - Fastest market recovery analysis17:50 - Institutional vs. Retail investor behavior20:02 - Short-term trading dominance and market impact23:08 - AI investment thesis and valuations28:52 - “Hopes and Dreams” market valuations analysis30:27 - Market concentration risk32:54 - Oil35:25 - Gold and precious metals outlook38:48 - Current asset allocation#stocks #economy #investing

Christopher Wolfe, Managing Director and Head of North American Banks at Fitch Ratings, discusses how post-election deregulation, particularly under the Trump administration, is reshaping the U.S. banking sector's risk profile, with stablecoins, capital standards, and private credit as key focal points.Watch Christopher's last interview with David: https://www.youtube.com/watch?v=-Dwxk_ZcUQE*This video was recorded on August 19, 2025.Subscribe 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 FITCH RATINGS:Fitch Ratings: https://www.fitchratings.com/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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#investing #banking #economy

Start earning interest in gold: https://Monetary-Metals.com/LinChris Vermeulen, Chief Market Strategist at The Technical Traders, moved to 100% cash this week as gold hits new records, warning that deteriorating market internals beneath Magnificent Seven strength could trigger a 15-25% correction or even a "financial reset" bear market similar to 2008.Watch Chris' last interview with David: https://www.youtube.com/watch?v=OnIrriKGP-o*This video was recorded on August 8, 2025.Subscribe 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/davidlin/YouTube 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - S&P 5004:30 - Big correction?7:11 - Last week’s pullback9:43 - Rally thesis11:44 - Gold18:11 - Allocation20:10 - What Chris is bullish on22:10 - The dollar, bonds, and correlations26:28 - Breakouts29:17 - Oil#economy #investing #stocks

Heidi Shierholz, President of the Economic Policy Institute and former Chief Economist at the Department of Labor under President Obama, warns of a slowing US economy, with tariffs hiking prices, tax cuts inflating deficits, wage boosts via minimum hikes and unions, unrigged labor data despite BLS firing, and mass deportations costing 6M jobs including for Americans.*This video was recorded on August 18, 2025.Subscribe 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 HEIDI SHIERHOLZ:EPI Website: https://www.epi.org/BlueSky (@hshierholz.bsky.social): https://bsky.app/profile/did:plc:cg7alibijrwuacoq6q5mdji4X (@EconomicPolicy): https://x.com/EconomicPolicyX (@hshierholz): https://x.com/hshierholzFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:00 - Outlook on economic trends4:09 - Inflation and tariffs8:49 - Deficits, growth, and middle-class prosperity11:24 - Labor market19:35 - BLS data revisions and commissioner position23:37 - BLS independence28:29 - Data reforms31:15 - Immigration deportations and labor33:51 - Comprehensive immigration reform36:07 - Future of immigration#economy #immigration #jobs

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offFr. Emmanuel Lemelson, CIO of Lemelson Capital Management, gives updates on his winning stock picks like Kohl's and Nike, explains value investing basics, exposes the Nikola Motors fraud scandal, and warns about market risks from geopolitical tensions like US-China conflicts.Watch Fr. Emmanuel's last interview with David: https://www.youtube.com/watch?v=zae8MEh1P0k*This video was recorded on August 15, 2025.Subscribe 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 EMMANUEL LEMELSON:X (@lemelson): https://x.com/LemelsonLemelson Capital: https://lemelsoncapital.com/Amvona: https://amvona.com/Newsletter: https://lemelsoncapital.com/newsletter/Podcast: https://www.youtube.com/playlist?list=PLqlh699bDBrL60JulMoWjirqdqT5-yz1ZFacebook: https://facebook.com/lemelson/Instagram: https://instagram.com/lemelson/TikTok: https://tiktok.com/@fr_emmanuel_lemelsonLinkedIn: https://www.linkedin.com/in/emmanuellemelson/Rumble: https://rumble.com/user/FrEmmanuelLemelsoFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:15 - Kohl’s pick8:32 - Cetene pick10:51 - Healthcare stocks12:34 - Nike pick and finding value15:19 - Nikola Motors incident28:52 - Lessons to make good decisions32:15 - What to look for next?#stocks #investing #trading

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offMichael Gayed, Portfolio Manager for The Free Markets ETF, shares insights on market risks from high leverage, Fed Chair Powell's Jackson Hole speech, US-Russia relations, and bullish opportunities from deregulation through his Free Markets ETF.Watch Michael's last interview with David: https://www.youtube.com/watch?v=M_01TxAmuVA*This video was recorded on August 18, 2025.Subscribe 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 MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:10 - Jackson Hole symposium2:20 - Dollar Index and volatility4:09 - Russia/US/Ukraine8:14 - Biggest risk9:45 - Themes that move markets11:20 - Free Markets ETF overview12:43 - Key sectors for deregulation plays13:44 - Positioning in treasuries and volatility12:12 - Investor mistakes and “intellectual geniuses”17:47 - Gold and Bitcoin19:58 - Risks and being a “perma-bear”21:46 - Signals and indicators Michael’s using and following#investing #economy #stocks

Stephanie Guichard, Senior Economist, Global Indicators, at The Conference Board, analyzes July 2025 Consumer Confidence data, noting a slight uptick amid persistent caution driven by tariffs, inflation fears, and economic uncertainties, while highlighting no imminent recession but potential slowdowns in discretionary spending.*This video was recorded on August 14, 2025.Subscribe 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 STEPHANIE GUICHARD:X (@ConferenceBoard): https://x.com/ConferenceboardWebsite: https://www.conference-board.org/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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:55 - Consumer Confidence numbers3:31 - How accurate has CCI been for spending?5:13 - Impact of trade wars on CCI and LEI8:56 - Recession signals and inflation expectations12:17 - Measuring inflation13:48 - Outlook on stocks15:21 - Consumer rates and spending concerns22:31 - Current Financial Situation and recession perception27:02 - CEO Confidence29:40 - Student loan debt32:45 - Macro-outlook and how often are consumers “right”?35:27 - Survey methodology#economy #investing #stockmarket

Watch the full length interviews of all the guests mentioned in this video:Xueqin Jiang (July 23, 2025): https://www.youtube.com/watch?v=hvtS-nFbL8Q Gareth Soloway (August 1, 2025): https://www.youtube.com/watch?v=iO5dGDuYocE Danielle DiMartino Booth (July 30, 2025): https://www.youtube.com/watch?v=zfwGq12zASs Joanne Hsu (July 28, 2025): https://www.youtube.com/watch?v=WwqrVS8v-jw Chris Vermeulen (August 8, 2025): https://www.youtube.com/watch?v=BSvOxC8Dxog Sam Burns (August 7, 2025): https://www.youtube.com/watch?v=qxNO1-_3f5E Thomas Hayes (August 6, 2025): https://www.youtube.com/watch?v=Q6aWxDHx_8U Lyn Alden (August 2, 2025): https://www.youtube.com/watch?v=EssbPlMgJOk *This video was recorded on August 13, 2025.Subscribe 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:19 - Xueqin Jiang2:53 - Gareth Soloway3:28 - Danielle DiMartino Booth4:23 - Joanne Hsu5:15 - Chris Vermeulen5:58 - Sam Burns6:43 - Thomas Hayes8:36 - Lyn Alden9:09 - Sam Burns10:31 - Lyn Alden#stocks #economy #news

Learn more about NexMetals here: https://nexmetalsmining.com/ and on X (https://x.com/NexMetalsCorp)Morgan Lekstrom, CEO of NexMetals, explains that gold prices are rising due to currency devaluation from debt and tariffs, predicts they could hit $3,700 this year and $5,000 in two years, and updates on his company's mining projects in Botswana.*This video was recorded on August 8, 2025 and is sponsored by NexMetals.Subscribe 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 MORGAN LEKSTROM and NEXMETALS:Website: https://nexmetalsmining.com/X (@nexmetalscorp): https://x.com/NexMetalsCorpX (@mlekstrom): https://x.com/MLekstromFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:43 - Gold price, copper, and de-dollarization3:38 - Price outlook and market predictions5:06 - Impact of tariffs6:25 - Copper price drops and long term fundamentals10:04 - Silver, platinum, and debt cycle17:35 - Price targets and company overview21:11 - Recent drilling and future milestones#investing #gold #minerals

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offSteve Hanke, Professor of Applied Economics at Johns Hopkins University, explains that banks create money from nothing through loans, warns of an asset bubble fueled by irrational excitement, doubts government data amid huge job revisions, and predicts a slowdown from stagnant money supply.Watch Steve's last interview with David: https://www.youtube.com/watch?v=FSvwk9T2fF4*This video was recorded on August 9, 2025.Subscribe 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCFOLLOW 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:55 - Money creation and money supply6:25 - Debunking fractional reserve banking12:50 - Mechanics of bank loans and money supply expansion16:52 - Reserve ratios, regulations, and hyperinflation risks21:33 - Fiat system vs. gold standard25:08 - Credit for asset purchases and boom-bust cycles30:13 - Current asset bubble and irrational exuberance33:45 - Bitcoin, global m2, and speculative frenzy38:00 - July jobs report and revisions42:38 - Skepticism of government data and economic observations44:35 - Reecssion prediction and money supply slowdown46:24 - The Fed#economy #investing #money