The David Lin Report

By The David Lin Report

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.... more

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How many episodes does The David Lin Report have?

The podcast currently has 435 episodes available.

The David Lin Report episodes:

December 09, 2024 China Bans Critical Minerals Export: Why The West’s Militaries Now In Danger | Scott Eldridge
Scott Eldridge, CEO of Military Metals Corp. (CSE: MILI | OTC: MILIF), discusses the recent ban of critical minerals from China, and the impact on the defense and industrial sectors.
*This video was recorded on December 5, 2024 and is sponsored by Military Metals Corp.
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FOLLOW SCOTT ELDRIDGE:
Military Metals Corp.: https://www.militarymetalscorp.com/
X (@MilitaryMetals): https://x.com/MilitaryMetals
FOLLOW DAVID LIN:
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Instagram (@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 - China bans critical minerals exports
4:42- Uses of antimony
6:15 - Critical miners independence
8:30 - Antimony and gold
9:00 - Antimony price performance
12:05 - Demand growth for antimony
13:23 - Antimony mining
14:45 - Critical Raw Materials Act
20:12 - Slovakia’s Trojarova property
26:00 - Canadaa’s West Gore project
29:00 - Military Metals Corp stock price
32:45 - Share structure of MILI
33:50 - Scott Eldridge’s background
...more
37min
December 09, 2024 2025’s Biggest Market Trends And Opportunities | Jay Singh
Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more.
Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the biggest opportunities for investors in 2025 under Trump's second term.
*This video was recorded on December 4, 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 JAY SINGH:
Special Situations Research Newsletter: https://www.specialsitsresearch.com/
X (@SpecialSitsNews): https://twitter.com/SpecialSitsNews
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
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Instagram (@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
0:30 - Top events from past week
3:44 - Major shift in sentiment
9:00 - Market risks
13:50 - Trump’s policies and special opportunities
21:12- Likely underperfomerers under Trump 2.0
25:00 - Fed and Trump
30:10 - Equities return
34:00 - French government collapsed
37:50 - South Korea martial law
44:35 - U.S. trade policy
48:00 - Bond market
51:20 - Special Situations Report
#stocks #economy #investing
...more
55min
December 06, 2024 ‘Strongest Bull Market In Last 100 Years’ For This Asset | BNP Paribas' Philippe Gijsels
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Philippe Gijsels, Chief Strategy Officer, BNP Paribas Fortis, discusses the coming wave of inflation, outlook for the economy, and the "strongest bull market in the last 100 years" for the commodities sector.
*This video was recorded on December 5, 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 PHILIPPE GIJSELS:
LinkedIn: https://www.linkedin.com/in/philippe-gijsels-5563131/
X (@pgijselsh): https://x.com/pgijsels?lang=en
The New World Economy in 5 Trends: https://www.amazon.ca/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
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Instagram (@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
1:05 - Bitcoin
8:00 - Monetary policy outlook
12:45 - Outlook for inflation
17:32 - 2025: extremely volatile year
18:59 - Unemployment
21:28 - QE and inflation
22:49 - U.S. dollar
28:20 - Financial crisis
29:42 - Multi-globalization
33:13 - Commodity bull cycle
36:48 - Most bullish metals

...more
43min
December 05, 2024 $100k Bitcoin Finally Here; Is $1 Million Next Or Massive Crash?
Bitcoin hit $100k for the first time on December 4. Where is the price headed next? This is what experts think.
*This video was recorded on December 4, 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 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/
Clem Chambers: https://youtu.be/IXNbpIgFsTE?si=665orTfSWzAVmH67
Chris Vermeulen: https://youtu.be/3vxqtqJNhD4?si=YgYsemqqWvb9Awur
Benjamin Cowen: https://youtu.be/Wb_Y8RLSHQg?si=vApSAapS-BjdoDkp
Ran Neuner: https://youtu.be/lTrQEs0aYSA?si=CANKVJnkB3YEyRdg
Aaron Arnold: https://youtu.be/62Q4ITO71lA?si=l44eG7tsEQPTQqQt
Samson Mow: https://youtu.be/QIWC5fNEkWQ?si=APIg0fRbJd5lMi49
Jack Mallers: https://youtu.be/0c_enEuz8Do?si=xPpDe1BnXzzHU699
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 - Bitcoin hits $100k
2:50 - Clem Chambers: selling at $100k
5:02 - Chris Vermeulen: next price targets
9:30 - Benjamin Cowen: Bitcoin dominance
13:41 - Ran Neuner: the coming crash
17:41 - Aaron Arnold: best 9 months ahead
21:15 - Samson Mow: $1 million BTC
23:38- Jack Mallers: $1 million BTc
24:48 - Clem Chambers: response to $1 million BTC call
#bitcoin #investing #crypto
...more
28min
December 04, 2024 Will Gold, Silver Price Crash In 2025 Under Trump 2.0? | Nicky Shiels
Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, discusses the 2025 outlook for Fed monetary policy, the U.S. dollar, gold, silver, and inflation.
Although the information in this interview has been obtained from and is based upon sources MKS PAMP believes to be reliable, we do not guarantee its accuracy and it may be incomplete or condensed. All opinions and estimates constitute MKS PAMP' judgment as of the date of this report and are subject to change without notice. This interview is for informational purposes only and is not intended as investment advice, offer or solicitation for the purchase or sale of an investment. This interview does not consider or take into account the investment objectives or financial situation of a particular party.
*This video was recorded on December 3, 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 NICKY SHIELS:
MKS PAMP: https://www.mkspamp.com/
X (@nixsa84): https://x.com/nixsa84
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
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Instagram (@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
0:33 - US dollar and tariffs
3:00 - Inflation outlook
5:05 - Fed monetary policy
7:55 - Why did gold fall after Trump
9:30 - Main drivers of gold
11:40 - China’s demand for gold
13:50 - Gold price outlook
15:45 - Gold’s downside risks
17:55 - Debt levels
20:00 - Silver price outlook
#gold #silver #economy
...more
27min
December 04, 2024 Markets At Risk Of Serious Correction, Valuations ‘Out Of Whack’ | Moody’s Mark Zandi
Mark Zandi, Chief Economist of Moody's Analytics, discusses the prospects for economic growth, the Fed's likely next move, and how financial markets are getting "off kilter".
*This video was recorded on December 2, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
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FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
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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
0:35 - Fed’s next move
3:00 - Recession in 2025?
4:10 - Earnings outlook
4:40 - Asset prices getting overvalued
7:00 - Tax cuts and stocks
9:40 - 100% tariffs on BRICS countries?
13:00 - Markets are “increasingly off kilter”
15:00 - Stocks vs. bond yields
17:00 - Long-term equities returns
18:30 - Valuations are “out of whack”
19:40 - Policies that can trigger correction
21:30 - Real wages rising
22:30 - Credit card spending
24:00 - Quits rate
25:17 - Scott Bessent’s 3-3-3 policy
28:00 - Tariffs and deficit
29:33 - Housing market
31:30 - How to avoid the next financial crisis

...more
36min
December 03, 2024 100% Tariffs On BRICS: What Happens To Markets, Inflation, Dollar | Jason Trennert
Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications.
*This video was recorded on December 02, 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 JASON TRENNERT:
Strategas Asset Management: https://www.strategasasset.com/
X (@JasonTrennert_): https://x.com/JasonTrennert_
FOLLOW DAVID LIN:
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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-:40 - Inflation
3:45 - Could Trump stall rate cuts?
6:31 - “Common Man” CPI
10:23 - Rate cuts and growth
13:40 - Trump’s 100% tariffs threat
16:43 - Asset allocation
19:30 - Cash Flow Aristocrats
20:30 - Interest rate outlook
25:00 - Scott Bessent as Treasury Secretary
27:24 - Best assets of 2025
...more
29min
December 03, 2024 Putin Threatens Hypersonic Missile Attack, How Will NATO Respond? | Pyotr Kurzin
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Pyotr Kurzin, geopolitical analyst and Host of The Global Gambit, discusses the recent escalations of the Ukraine War, as well as the outlook for America's foreign policy objectives under Trump 2.0
*This video was recorded on November 29, 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 PYOTR KURZIN:
The Global Gambit: www.youtube.com/@theglobalgambit
Twitter (@PKurzin): https://www.youtube.com/@theglobalgambit
FOLLOW DAVID LIN:
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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
1:30 - Putin’s next move against Ukraine
6:36 - Oreshnik missile
10:52 - U.S. aid to Ukraine
13:40 - Putin’s “red lines”
16:45 - Putin and Trump 2.0
21:34 - End of Ukraine War
24:12 - Lebanon - Israel ceasefire
27:40 - Syrian rebels
30:37 - Gaza War
33:15 - Trump and foreign policy
35:00 - Trade War
39:14 - U.S. - China relations
44:26 - The Global Gambit
...more
46min
December 03, 2024 $36 Trillion Debt Crisis And New Trade Wars; Economy About To Implode? | Matthew Piepenburg
Matthew Piepenburg, Partner of Von Greyerz AG, discusses the likely impacts of tariffs on inflation and economic growth, outlook for the dollar, and the "crazies times" for the economy.
To learn more about Nexgold, visit: https://nexgold.com/
*This video was recorded on November 27, 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 MATTHEW PIEPENBURG:
Website: https://goldswitzerland.com/
FOLLOW DAVID LIN:
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Instagram (@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 - Increase in tariffs
6:28 - “It’s going to be inflationary”
10:15 - Economic growth
16:00 - Tax cuts and the debt crisis
18:15 - U.S. dollar “envy of the world”?
22:00 - Weaker dollar
24:20 - Recession outlook
26:30 - Consumer spending
27:56 - Dollar’s reaction to election
31:52 - Gold’s reaction to election
36:30 - Gold’s long-term purpose
39:40 - Geopolitical risk premium
44:41 - Fed and QE
#economy #investing #tariffs
...more
49min
December 02, 2024 Bubble 4.0: Markets Reached ‘Record Levels’ Of Overvaluation, What's Next?
Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only!
David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term.
*This video was recorded on November 26, 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 EVERGREEN GAVEKAL:
Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/
Haymaker Substack Page: https://haymaker.substack.com/
Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount)
David Hay's X (@Haymaker_0): https://twitter.com/Haymaker_0
FOLLOW DAVID LIN:
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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
1:05 - What is the Trump trade?
2:40 - Bond market recap
6:10 - Soft or no landing?
7:28 - Retail sales and the consumer
10:00 - Household net worth
11:20 - Real wages
12:25 - Fed monetary policy
13:40 - Global central bank policies
14:34 - U.S. dollar
17:20 - U.S. vs. emerging markets
18:45 - Deficit level
21:40 - Interest rate vs. Inflation
26:10- Tariffs and economic growth
27:25 - Bubble 4.0
31:33 - Alternatives to stocks
32:43 - Valuations point to lower returns
34:20 - Market cyclically
38:33 - U.S. the “envy of the world”
40:45 - Liquidity and market performance
24:45 - Economy now relies on foreign net savings 44:00 - Savings rate
45:30 - Mortgage spreads
48:22 - Mistakes of fixed income portfolios
#stocks #economy #investing
...more
54min

FAQs about The David Lin Report:

How many episodes does The David Lin Report have?

The podcast currently has 435 episodes available.

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