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 549 episodes available.

The David Lin Report episodes:

October 18, 2024 Israel Bombs Lebanon: How Will War End? | Aram Nerguizian
Aram Nerguizian, senior associate with the Arleigh A. Burke Chair in Strategy at CSIS, discusses the current situation in Lebanon, what the Lebanese Armed Forces is doing in response to Israel's strikes, what what's next in the war.
*This video was recorded on October 16, 2024
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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.
00:00 Israel Strikes Beirut
00:49 Hezbollah and Iran's Role
01:14 Israeli Invasion and Retaliation
01:43 UNIFIL's Mandate and Challenges
02:29 Hezbollah's Tactics and Impact
05:12 Israeli Defense Forces' Objectives
06:59 IDF's Limited Incursion
07:24 Comparing to 2006 Lebanon War
09:17 Hezbollah's Command and Control
10:20 Lebanese Armed Forces' Role
12:10 Civilian Casualties and Displacement
13:39 Israel's Strategic Objectives
16:45 Hezbollah’s Alliances and Operations
18:24 Human Shields and Warfare Tactics
19:39 Israel’s Long-Term Goals in Lebanon
21:37 Hezbollah's Ability to Hurt Israel
22:26 Iran's Role in Reconstituting Hezbollah
23:49 Strategic Evolution and Lebanon's Future
24:14 Conclusion
#geopolitics #israellebanonconflict #middleeast
...more
25min
October 18, 2024 ‘Everything Rally’ Is Here: Markets Repeating 1982’s 100% Bull Run | Eric Jackson
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Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s.
*This video was recorded on October 11, 2024
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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 - "Everything Rally" Is Here
3:13 - Comparing 1982 To Today
7:35 - Bond Yields And Stocks
10:52 - Fed 50 Bps Cuts During Crises
12:48 - What Is "Everything Rally"
14:20 - Conditions For Bull Run Today
17:32 - China's Stimulus
18:40 - Inflation Vs. Tech Stocks
22:00 - Stock Market Ex-Mag 7
26:20 - Capital Rotation Out Of Big Tech
27:45 - NVIDIA
29:20 - Tech Valuations
31:10 - What Could Turn Eric Bearish?
33:00 - Is Tech Recession-Proof?
#stocks #investing #economy
...more
35min
October 16, 2024 Market 'Panic' Overdue; 'Fully Functioning Zombie Nation' Is Here | E.B. Tucker
E.B. Tucker, Editor of The Tucker Letter, explains the why markets are overdue for a "mini panic" and what is needed for this to happen.
*This video was recorded on October 9, 2024
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The Tucker Letter: https://thetuckerletter.substack.com/
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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
0:22 - E.B. Tucker's Market Outlook
2:02 - Fed and Rate Cuts
3:44 - Recession or Market Panic?
5:51 - Fed Balance Sheet Growth
7:21 - Commodities Outlook
13:03 - Gold Mining Challenges
16:05 - Gold vs. Stocks
19:00 - US Economy and Mining
21:09 - Florida Real Estate Market
23:02 - Economic Panics
27:12 - 401K and Stock Market Impact
30:40 - Gold Outlook 2025
32:17 - US Election Impact
37:39 - Economic Downturn Triggers
40:47 - Tucker Letter & New Book Release
#investing #economy #stocks
...more
43min
October 15, 2024 Year-End Market Forecast: What The Trend Says Will Happen Next | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) gives his year-end market forecast.
Watch Chris's last interview with me: https://youtu.be/c4n5GHpNDRs?si=Rh4AZM_CNHPUKmzX
*This video was recorded on October 15, 2024
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FOLLOW CHRIS VERMEULEN:
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YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw
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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 - New all-time highs
2:50 - Year-end target
9:45 - Market trends in Q4 2024
12:20 - Elections and markets
16:30 - Betting against the markets?
18:40 - Cusp of market hitting the top
19:20 - Gold and stocks
23:00 - Oil and stocks
27:00- Oil to breakdown
29:24 - Real estate
31:20 - Utilities
34:55 - Real estate as hedge?
40:50 - Asset Revesting
#stocks #trading #investing
...more
43min
October 14, 2024 CBO Director: What Happens When Debt Hits 122% Of GDP | Phillip Swagel
Phillip Swagel, 10th Director of the Congressional Budget Office, explains what's driving the widening U.S. federal debt, deficits, and how "at some point it will be a problem".
*This video was recorded on October 10, 2024
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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.
00:00 - Introduction and Fiscal Projections
01:49 - Deficit Trends and Historical Comparisons
03:36 - Economic Recovery Amid Record Deficits
05:24 - Key Drivers of Debt and Deficit Growth
08:02 - Rising Interest Payments and Their Impact
10:27 - Sustainability of U.S. Fiscal Policies
12:05 - Inflation Risks from Growing Deficits
13:56 - Interaction Between Federal Reserve and Treasury
15:15 - Revenue Projections and Expiring Tax Cuts
18:35 - Financial Sector Risks
21:00 - Federal Deficits and Economic Growth
24:15 - Closing Remarks and Future Outlook
#economy #investing #economics
...more
29min
October 14, 2024 Why Oil Could 5X To $350, ‘Crater’ World Economy | Bjarne Schieldrop
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Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worst-case" that could cause an oil market shock and send prices beyond $200 a barrel.
*This video was recorded on October 11, 2024
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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.
00:00 - $350 Oil “Worst-Case” Scenario
02:02 - Strait of Hormuz’s Strategic Importance
04:07 - Alternative Pipelines and Strategic Reserves
05:18 - Iran-Israel Conflict Scenarios and Oil Impact
07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital
08:03 - U.S. and China’s Role in Strait of Hormuz Crisis
09:18 - War's Influence on Oil Prices
11:25 - Impact of Retaliatory Strikes on Oil Refineries
12:59 - Global Oil Market's Ability to Adapt
15:17 - Geopolitical Risk Premium in Oil Prices
16:08 - Future Oil Supply and Demand Dynamics
18:01 - Emerging Markets’ Role in Oil Demand
19:17 - Long-Term Projections for Oil Prices
22:13 - OPEC's Strategy and Influence on Prices
24:44 - Finding the Long-Term Oil Price Balance
25:26 - The Economic Impact of High Oil Prices
26:08 - Conclusion and Guest’s Research Platform
#oil #investing #economy
...more
27min
October 13, 2024 The Biggest 'Black Swan': How Will Israel Strike Iran? | Marko Papic
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Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome.
*This video was recorded on
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For business inquiries, reach me at [email protected]
00:00 - Intro
03:20 - Why Israel Delays Retaliation
05:23 - U.S. Influence on Israel's Decisions
08:04 - Iran’s Military vs. Israel’s Limits
12:09 - Nuclear Threats: U.S. vs. Israel
15:52 - Iran’s Strategy with Arab Allies
17:47 - Strait of Hormuz and Oil Markets
20:14 - Putin’s Role and Russia’s Limits
22:38 - What If Israel Nukes Iran?
26:23 - Iran’s Nuclear Ambitions
29:10 - Trump vs. Harris on Foreign Policy
32:07 - Future U.S. Geopolitical Strategy
38:11 - Trump’s Tariff Strategy
42:42 - Market Risks if Trump Wins
44:05 - Outro and Conclusion
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#geopolitics #israel #economy
...more
46min
October 12, 2024 China’s Economic Crisis And What It Means For The World | Shaun Rein
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Shaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S.
*This video was recorded on October 10, 2024
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FOLLOW SHAUN REIN:
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"The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.ca/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X
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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
1:50 - “Nothing Going Right In China’s Economy”
5:52 - China’s stimulus explained
11:20 - Wealthy consumers
12:17 - Political tensions “wreaking havoc”
14:30 - Impact of tariffs
17:00 - Changing consumption trends
19:20 - Chinese investment in foreign markets
21:47 - Will China’s stimulus help real estate?
24:25 - China’s stock market outlook
29:44 - China’s stock market crash in 2014
31:45 - Is China turning into Japan?
35:00 - Future of U.S.-China relations
38:23 - Reunification of Taiwan
#china #economy #geopolitics
...more
45min
October 11, 2024 Trader Called 2024 Bull Rally, Has This Year-End Market Prediction | Jason Shapiro
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Jason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment.
Watch Jason's last interview with me: https://youtu.be/IJmCbP8EY98?si=cGo62CoFST1pp6Q7
Watch Jason's first interview with me in 2023: https://youtu.be/DcsuTuCZO88?si=gZYlIscA2W3Duddo
*This video was recorded on October 10, 2024
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FOLLOW JASON SHAPIRO:
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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.
00:00 - Introduction and Market Sentiment
01:23 - China's Stimulus and Global Impact
03:39 - The Role of Central Banks in Stimulus
04:21 - Crypto IRA and Investment Strategy
05:07 - How China's Stimulus Affected Jason’s Trading
06:05 - The Ponzi Scheme of Stimulus
09:06 - Energy Prices and Inflation Predictions
10:35 - Geopolitical Tensions and Their Impact on Markets
11:29 - Why Jason Avoids Shorting at All-Time Highs
13:32 - Crowded Trades and Market Momentum
14:42 - Jason’s Take on Shorting the Russell Index
16:29 - Sector Performance and AI’s Role in Utilities
17:36 - Major Market Drop in August
19:35 - Jason’s Trading Strategy for Buying Dips
21:06 - Jason's Views on Gold
24:12 - Correlation Between Assets and Overcrowded Trades
25:12 - Bonds, Currency, and Metals
28:02 - Trading Tech Stocks Like Nvidia
30:58 - Economic Data and Trading Decisions
32:56 - Bullish Sentiment and Market Conditions
34:45 - Election Uncertainty and Market Impact
36:14 - Final Thoughts on Market Timing
38:42 - Where to Follow Jason Shapiro
#stocks #trading #economy
...more
42min
October 10, 2024 Household Bankruptcies Surge: Why 20% Of Americans Are On Welfare | Danielle DiMartino Booth
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Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.
Watch the last video with Danielle: https://youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj
*This video was recorded on October 9, 2024
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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
0:50 - Geopolitical risks
2:45 - Reaction to Fed’s 50 bps cut
5:20 - Labor market cooling
10:31 - Foreign workers
11:33 - Bankruptcy cycle
12:50 - Fed monetary policy outlook
14:40 - Welfare
17:30 - Widening deficit
20:35 - Banks’ unrealized losses
22:30 - Declining liquidity
26:00 - Soft vs. Hard landings
28:30 - Stocks vs. Yields
31:00 - Homes and natural disasters
32:10 - Major risks and asset allocation
35:47 - QI Research
#economy #investing #stocks
...more
37min

FAQs about The David Lin Report:

How many episodes does The David Lin Report have?

The podcast currently has 549 episodes available.

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