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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FAQs about The David Lin Report:

How many episodes does The David Lin Report have?

The podcast currently has 438 episodes available.

The David Lin Report episodes:

October 09, 2024 Global Money Supply Surging, Get Ready For Inflation's Massive Comeback | Tavi Costa
Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates.
*This video was recorded on October 8, 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 TAVI COSTA:
Crescat Capital: https://www.crescat.net/
Twitter (@TaviCosta): https://twitter.com/TaviCosta
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 [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Did the Fed make a mistake?
3:17 - Global money supply
10:00 - China stimulus and commodities
16:40 - Bullish assets
18:09 - Steepening yield curve
25:40 - Non-growth fiscal spending
31:40 - Gold vs. Copper
40:10 - Mining stocks
#inflation #economy #investing
...more
45min
October 08, 2024 ‘Oil War’ Looms: What Happens To Markets In Coming Storm? | John Feneck
John Feneck, CEO of Feneck Consulting, discusses a looming "oil war", the impact on stock markets of a higher oil price, inflationary pressures, and his outlook for commodities.
*This video was recorded on October 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 JOHN FENECK:
Website: http://www.feneckconsulting.com
email [email protected]
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 [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 - Oil war
3:14 - Stock market outlook
7:30 - Monetary policy outlook
9:07 - Commodities
11:53 - Silver
21:20 - China stimulus
21:17 - Most bullish commodity
24:30 - Mining stocks
28:00 - Feneck Consulting
#stocks #economy #investing
...more
30min
October 08, 2024 Economist Reveals Trigger For 'World Depression' | Steve Hanke
Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the labor market, oil spike, geopolitical tensions in the Middle East, China's stimulus package, and U.S. Presidential election odds.
Watch Doomberg's $200 oil call: https://youtu.be/MgNqa9l4xh0?si=DfJlzGulYSA3z2q-
Watch Prof. Hanke's reaction to the Fed's 50 Bps cut in September: https://youtu.be/5OH76PBYxIs?si=AJ08eojKdEAXnyTP
*This video was recorded on October 7, 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 STEVE HANKE:
Twitter (@steve_hanke): https://twitter.com/steve_hanke
Email: [email protected]
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 [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 - Latest jobs report
6:23 - Wages and inflation
7:47 - Trump and labor market
10:50 - Immigration and economic impact
13:35 - Government jobs added
16:46 - Government spending as % of GDP
18:25 - China stimulus
23:00 - Oil and geopolitical tensions
27:15 - This would cause 'world depression'
28:55 - Presidential election odds
35:00 - Kamala Harris's economic plan
#economy #geopolitics #investing
...more
38min
October 07, 2024 Bank Losses ‘Dwarf’ 2008, Housing Shortage Is ‘Extreme’ | Briton Hill
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Briton Hill, Managing Partner of Providence Capital Group, says that the housing market could remain "stuck" and in short supply for a number of years. Hill gives his outlook on home prices, mortgage rates, and stock markets.
*This video was recorded on October 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 BRITON HILL:
Providence Capital Group: https://providencecapitalgroup.com/
X (@briton_hill): https://x.com/briton_hill
LinkedIn: https://www.linkedin.com/in/briton-hill-1a57831a0/
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 [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 - Housing market is "stuck"
2:30 - Housing shortage
3:14 - Bank losses
7:34 - Mortgage rates to stay high
10:15 - Buyers’ or sellers’ market?
12:52 - Capital borrowers’ profiles
15:17 - Lumber price
16:30 - Construction starts
18:22 - Housing affordability solutions
25:14 - Homebuilders’ priorities
26:15 - Stock market outlook
#stocks #realestate #investing
...more
33min
October 07, 2024 'Precipice Of Big Global Event', Brace For Higher Volatility | Si Katara
Si Katara, CEO of TappAlpha, explains strategies to hedge against volatility, as well as the future of the tech industry.
*This video was recorded on October 1, 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 SI KATARA:
TappAlpha: https://www.tappalpha.com/
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 [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 - Geopolitical risks
1:58 - VIX
3:56 - NVIDIA
7:55 - Tech industry 2000 vs. Now
9:50 - Another tech bubble burst?
12:10 - Future of AI
14:33 - Smart glasses
16:00 - Tech sector’s future
17:00 - Hedging against volatility
19:22- TSPY
#stocks #investing #tech
...more
29min
October 06, 2024 Is AI On Verge Of Destroying Humanity?| Michael Casey
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Michael Casey, Chair of the Decentralized AI Society (DAIS), discusses the threats that current AI advancements pose to humanity, and the steps that can be taken to mitigate these risks.
*This video was recorded on October 2, 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 MICHAEL CASEY:
X (@mikejcasey): https://x.com/mikejcasey
DAIS: https://dais.global/
Michael Casey's website: https://www.michaeljcasey.com/
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 [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:20 - AI sentience
2:30 - Next “stage” of AI
6:24 - Next steps for OpenAI
8:25 - AI’s threats to humanity
13:40 - Web3 and AI
15:55 - Next steps for Web3
21:25 - Deepfake protection
26:00 - ChatGPT4 “thinking” threats against humanity
28:0 - DAIS
#ai #technology #web3
...more
30min
October 05, 2024 Bombshell Jobs Report: This Could Change Everything | Adrian Day
Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off
The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook.
*This video was recorded on October 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 ADRIAN DAY:
Adrian Day Asset Management: https://adriandayassetmanagement.com/
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 [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 - Jobs report
1:20 - Fed is “not in a hurry”
2:43 - Economy not facing “downturn”?
4:36 - Oil vs recession, inflation
7:05 - Trump and inflation
10:00 - Harris and inflation
15:00 - Labor market and the Fed
20:00 - Yields and gold outlook
23:45 - Stimulus and inflation outlook
28:00 - Trump and rare Earth minerals
34:20- Most bullish commodities
26:14 - Gold vs. Miners
#economy #investing #stocks
...more
43min
October 04, 2024 Get Ready For Double-Digit ‘Super Inflation’, More Social Unrest | Willem Middelkoop
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin
Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame".
*This video was recorded on October 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 WILLEM MIDDELKOOP:
Twitter (@wmiddelkoop): https://twitter.com/wmiddelkoop
Commodity Discovery Fund: https://en.cdfund.com/
The Big Reset: https://library.oapen.org/handle/20.500.12657/25071
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 [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 - Oil
3:00 - Monetary stimulus
7:38 - Middle East escalations
9:28 - ILA strike and inflation
12:28 - Commodities deflation
14:18 - Housing collapse
15:30 - Bullish commodities
18:24 - Trump and the dollar
21:30 - U.S. dollar "endgame"
25:27 - Trump and tariffs
#economy #investing #inflation
...more
29min
October 03, 2024 These Sectors To 'Rake In Money' By Year-End | Eric Balchunas
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and
*This video was recorded on September 30, 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 ERIC BALCHUNUS:
Twitter (@EricBalchunas): https://twitter.com/EricBalchunas
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 [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Which sectors do well when Fed cuts rates?
4:00 - ARKK vs. NASDAQ
6:36 - Rising ETF AUM
10:20 - Will liquidity dry up?
12:40 - Active management vs ETFs
16:00 - New ETF trends
18:15 - Chinese government buying ETFs
20:45 - Fed to buy stock ETFs in next crisis?
23:19 - Bitcoin ETFs and trends
#investing #stocks #bitcoin
...more
32min
October 03, 2024 CEO Called $2,500 Gold Price In 2024, Now Has This Bold New Forecast | Shane Williams
This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF)
Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target.
Watch Shane's last interview with me in April: https://youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx
*This video was recorded on September 25, 2024
FOLLOW WEST RED LAKE GOLD MINES:
Website: https://westredlakegold.com/
Twitter (@WestRedLakeGold): https://twitter.com/WestRedLakeGold
LinkedIn: https://www.linkedin.com/company/west-red-lake-gold/
Instagram: https://www.instagram.com/westredlake/
Facebook: https://www.facebook.com/WestRedLakeGold/t
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 [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Gold price momentum recap
2:50 - Gold mining industry evolution
7:00 - Capital flowing back into the miners
8:40 - WRLG production timeline
11:47 - Major challenges in 2024 for WRLG
13:15 - Gold price rally and mining strategy
15:00 - Mining ETFs vs. Mining stocks
16:00 - Gold sector vs. Tech stocks
17:00 - Gold stocks vs. Gold bullion
19:24 - Recession and gold price
20:08 - $3,000 gold price target
21:55 - Institutional investors and gold
22:40 - Exploring for juniors vs seniors
23:55 - Lack of human capital in mining
23:50 - WRLG next steps
#investing #gold #stocks
...more
27min

FAQs about The David Lin Report:

How many episodes does The David Lin Report have?

The podcast currently has 438 episodes available.

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