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!Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization, Bitcoin, and why he is turning bullish on bonds for the first time since 2020.*This video was recorded on September 28, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 JIM BIANCO:Bianco Research: https://www.biancoresearch.com/visitor-home/X (@biancoresearch): https://x.com/biancoresearchBianco Advisors: https://www.biancoadvisors.com/YouTube: https://www.youtube.com/biancoresearchLinked-In: https://www.linkedin.com/in/james-bianco-117619152/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 - Bond Yields, Oil & the Fed’s Dilemma2:21 - Why Bonds May Finally Be Attractive3:34 - Is the Yield Curve Warning of Recession?8:15 - Will the Fed Hike Again in October?11:44 - Iran, Oil & the Effective $200 Oil Price14:36 - Oil, Inflation & 5% Treasury Yields20:07 - Why Inflation Could Stay Higher for Years22:29 - Diesel, Tariffs & the End of Cheap Goods27:09 - Globalization, Manufacturing & the U.S. Economy32:38 - Are 5% Bond Yields the New Normal?34:27 - America’s Debt & Spending Problem38:03 - Bitcoin, Crypto & Risk Assets42:10 - Why Bonds Could Pull Money From Stocks#stocks #bonds #investing

*This video was recorded on September 25, 2026 and is disseminated on behalf of U.S. GoldMining Inc. (NASDAQ:USGO)Bill Smead, Chief Investment Officer of Smead Capital Management, discusses rising bond yields, AI-driven market mania, energy opportunities, and why today’s increasingly narrow stock market could be vulnerable to a major shift. "We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. David Lin has been compensated for video content, on behalf of US GoldMining Inc and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/USGO-233 For our full disclaimer, please visit: https://www.wallacehillpartners.com/policy. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies' SEDAR and SEC filings, press releases, and risk disclosures."Access U.S.GoldMining Inc.'s Qualified Person and Mineral Disclosure HERE: https://www.usgoldmining.us/project/qualified-person/Access U.S.GoldMining's Sources for this video HERE: https://mandrillapp.com/track/click/31276444/goldstandardir.com?p=eyJzIjoic05hczhiUTJJOWhScV9mU2VEYUFmMEpLU1drIiwidiI6MiwicCI6IntcInVcIjozMTI3NjQ0NCxcInZcIjoyLFwidXJsXCI6XCJodHRwOlxcXC9cXFwvZ29sZHN0YW5kYXJkaXIuY29tXFxcL1VTR09Tb3VyY2VzXCIsXCJpZFwiOlwiMWE1Yzk2ZDg3YWMxNGZmYWEyNDI4Zjk4OWJlMTQwNzZcIixcInVybF9pZHNcIjpbXCJkNjM1YzAyMmE5NmYyNjljY2FkMzMwOWYxMjRmNTgwNDM4ZTQxYjQ4XCJdLFwibXNnX3RzXCI6MTc5MDM1MDY2MH0ifQU.S.GoldMining Inc. presentation HERE: https://www.usgoldmining.us/_resources/presentations/corporate-presentation.pdf?v=0.352U.S.GoldMining website and news releases HERE (https://www.usgoldmining.us/) and HERE (https://www.usgoldmining.us/news)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 SMEAD CAPITAL:Website: https://smeadcap.com/X (@SmeadCap): https://x.com/SmeadCapFOLLOW 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.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 - Rising Yields & What Breaks Next2:22 - Why Bond Yields Keep Rising6:07 - When the Stock Market “Fever” Breaks12:49 - AI Mania & Market Warning Signs18:27 - Why the Tech Boom Could End Badly23:08 - What Happens After the Market Breaks27:18 - The 1987 Crash Warning30:04 - Oil, Commodities & the Next Supercycle35:09 - Why Oil Prices Could Stay High41:36 - How to Invest in the Energy Boom46:06 - What to Own Outside Tech & AI48:39 - Rising Rates & the Next Financial Break

Start earning interest in gold: https://Monetary-Metals.com/LinJeff Snider, host of Eurodollar University, discusses rising Treasury yields, recession signals in the bond market, the energy shock, consumer weakness, U.S.-China tensions, and whether the AI boom can keep the economy growing. Pasted text*This video was recorded on September 25, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 JEFF SNIDER:YouTube: https://www.youtube.com/@UCrXNkk4IESnqU-8GMad2vyA X(@JeffSnider_EDU): https://x.com/JeffSnider_EDU?lang=enWebsite: https://www.eurodollar.university/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 - Energy Shock & Recession Risk2:31 - Why the Economy Is More Fragile Than It Looks5:22 - The K-Shaped Consumer Economy8:51 - What the Bond Market Is Warning10:08 - Yield Curve Flashes a Recession Warning17:31 - Why Long-Term Yields May Hit a Ceiling22:34 - Inflation, Jobs & Consumer Stress25:16 - AI, Productivity & the Future of Labor26:00 - Trump-Xi Trade Truce & U.S.-China Tensions31:38 - Can AI Keep the Economy Growing?37:13 - Why Inflation Keeps Hurting Consumers40:21 - What’s Really Behind America’s Economic Problems42:54 - Why Stocks Don’t Reflect the Real Economy #economy #investing #recession

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Aleksandra Przegalinska, Senior Research Associate, Harvard Law School, and Vice-President of Kozminski University in Poland, discusses AI safety, regulation, autonomous agents, AGI, jobs, economic costs, and the challenge of building sustainable businesses around rapidly advancing AI.Watch Aleksandra's last interview: https://youtu.be/7GJSccigOq0*This video was recorded on September 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 ALEKSANDRA PRZEGALINSKA:X (@przegaa): https://x.com/PrzegaaLinkedIn: https://www.linkedin.com/in/aleksandra-przegalinska-5b17125/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 - Intro.00:50 - Why AI Leaders Are Sounding the Alarm05:44 - AI Regulation & the U.S.-China Race10:16 - Rogue AI Agents & Cybersecurity Risks19:19 - Has Artificial General Intelligence Arrived?24:10 - What Happens When AI Builds Itself?29:10 - AI’s Economic Impact, Costs & Bubble Risk34:14 - Understanding the AI “Mind” & Regulation38:36 - Can OpenAI and Anthropic Become Profitable?#ai #investing #technology

Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Arthur Laffer, Chairman of Laffer Associates, discusses the U.S. economy, oil and diesel markets, rising bond yields, Federal Reserve policy, AI-driven productivity, taxation, and the broader debate over markets and government intervention.Watch Art's last interview: https://youtu.be/eeAWHLMF6ds*This video was recorded on September 23, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 ARTHUR LAFFER:X: https://x.com/realartlaffer"Taxes Have Consequences": https://www.amazon.ca/Taxes-Have-Consequences-Income-History/dp/1637585640The Laffer Center: https://laffercenter.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 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.1:54 - Iran War, Sanctions & the Path to a Deal6:25 - Should the U.S. Ban Diesel Exports?9:23 - Midterms, Trump & Economic Policy11:39 - How Strong Is the U.S. Economy?22:30 - Why Global Bond Yields Are Surging30:16 - AI, Productivity & Inflation39:08 - Billionaire Taxes, Housing & California46:18 - Should Billionaires Exist? Taxes & Inequality#investing #trump #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Keith McCullough, CEO of Hedgeye, discusses rising bond yields, inflation, oil, the Fed, market positioning, currencies, gold, Bitcoin, and how investors should think about changing economic regimes.*This video was recorded on September 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 KEITH MCCULLOUGH:Hedgeye: https://app.hedgeye.com/Hedgeye Asset Management: https://www.hedgeyeam.com/Hedgeye TV: https://hedgeyetv.com/X (@KeithMcCullough): https://x.com/KeithMcCulloughFOLLOW 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.2:28 - Quad 2: Growth and Inflation Accelerate6:44 - Why Global Bond Yields Are Surging10:48 - Oil Rally, Inflation & Rising Yields14:22 - How 2027 Could Echo the 2022 Downturn18:49 - U.S. Dollar vs. Canadian Dollar24:57 - Gold, Silver & Inflation Hedges27:52 - Bitcoin, Liquidity & Fed Policy32:02 - Preparing for Quad 4 & the Next Market Rotation#stocks #investing #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josef Schachter, president of Schachter Energy Research Services, discusses record diesel prices, the Iran conflict and Strait of Hormuz, global oil supply, Canada’s energy outlook, and why he believes the current commodity cycle could eventually drive oil to new all-time highs.*This video was recorded on September 23, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 JOSEF SCHACHTER:Get $100 off your first year subscription with code POD100 at checkout: https://schachterenergyreport.ca/subscriptions/Website: https://schachterenergyreport.ca/X (@JosefSchachter): https://x.com/JosefSchachterFOLLOW 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 - Record Diesel Prices & Oil Crisis3:26 - Would a Diesel Export Ban Backfire?7:08 - What Could Bring Diesel Prices Down?11:06 - America’s Refining Capacity Problem12:15 - Why Oil Could Hit New All-Time Highs16:07 - The Coming Commodity Supercycle18:10 - Iran, Hormuz & the Oil War Premium22:37 - How High Could Oil Go?24:31 - Can Markets Bypass the Strait of Hormuz?26:07 - Global Oil Demand & U.S. Production28:14 - How Diesel Prices Hit the Economy30:23 - Venezuela Oil & the Risk to Canada35:07 - Canada’s Energy Future36:18 - Where the Energy Investment Opportunities Are40:30 - Can OPEC Bring More Oil Online?41:08 - $200 Oil: Could It Still Happen?#oil #diesel #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Lawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, discusses rising bond yields, weakness beneath the stock market, energy-driven economic risks, credit-market stress, and how investors may navigate opportunities across defensive stocks, commodities, and hard assets.*This video was recorded on September 22, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 LAWRENCE McDONALD:The Bear Traps Report: https://www.thebeartrapsreport.com/Larry's X: https://x.com/ConvertbondBearTrapsReport's X: https://x.com/BearTrapsReport"A Colossal Failure of Common Sense": https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/0307588343?crid=23219STU8SIV8&dib=eyJ2IjoiMSJ9.bkTf3nNZckTtjOg1e6TVyd7bFxLhTZ7ELaz9aAanp0nfg0Jx4t348qQSvVsTGYBtgk2qpSdrD_wnJL3wT0vjwNf5lyubZ3SxPYTCLwLlMnnCrf_AA3LdcEdSpnFpSX6wY676E-FvalNkQAbChSMgR7qCsKEQ38NXlJsniHOY0Tm5FtmRBA7vtKaoRFi7PtNk8FQ8oGYHuHV1gYOzMH5J8lrOa75pnyxkITTur6iH2Nc.PQinI-Lsm1qRtYSrGQq_axUW7H1ws0f_tWTNTctkYT4&dib_tag=se&keywords=larry+mcdonald&qid=1790183821&sprefix=larry+mcdonal%2Caps%2C166&sr=8-1"How To Listen When Markets Speak" book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495?crid=5F5C86PA0EEO&dib=eyJ2IjoiMSJ9.cSyINSCjUOqhHHS78tATXbJSiZfIlU4fWdjvkUL5JfwKCPQgo-xO0HigFxONQElzk-wlPPRI84QYQ7NetpSBshrG56JRZwO7KLBepckn9dd4xfrjkXxpllhilumkRL5wMpJLmorIMca5--QIAbDUQpJp1DKXU5Ko7JlQw3xJTYm80ZyylAfX3LQcGYdd0Au0wdOYYqzITm6HTIVWq9KdWdH3fiwfNPfrbtWJUB7FzZY.3x2gXWKqHc78CNskmt7qu_Y6-DTu4ldhHGA3wodVj1Y&dib_tag=se&keywords=lawrence+mcdonald&qid=1773102248&sprefix=lawrence+mcdonald%2Caps%2C222&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.0:00 - Intro.2:44 - Why Bonds Are Competing With Stocks Again6:53 - Diesel Crisis & Rising Recession Risk12:14 - Where Market Weakness Could Spread Next15:18 - Credit Stress, AI Spending & NASDAQ Risk21:12 - Staples, Gold & Why the Fed Is Constrained26:33 - What Happens If the 10-Year Stays Near 5%?36:22 - Hard Assets, Metals, Energy & Opportunities41:33 - Midterm Risks & Breaking Diesel Export News#investing #stocks #economy

Danielle DiMartino Booth, CEO of QI Research, explains why she believes the Fed’s latest rate hike is a policy mistake, as rising energy costs, weakening consumers, credit stress, AI-driven economic risks, and housing pressures threaten the U.S. economy.*This video was recorded on September 22, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 DANIELLE DIMARTINO BOOTH:For PRO: Visit this link sign up at this link: https://quillintelligence.com/register/weekly-quill-annual/When checking out, use this coupon code: QITenYears For Substack Feather: To receive 20% off your first year, visit: https://dimartinobooth.substack.com/QITenYearsX (@DiMartinoBooth): https://x.com/DiMartinoBoothFOLLOW 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 Rate Hike Was a “Policy Mistake”0:43 - Iran, Oil & the Economic Fallout3:55 - Inflation, Consumers & Demand Destruction6:58 - Credit Markets Flash Warning Signs10:46 - Higher Energy Costs Hit Corporate America11:37 - AI, Utilities & the Higher-Rate Economy13:34 - Rising Credit Stress & Corporate Debt15:38 - How Many More Fed Hikes?17:37 - Oil Shock, Diesel & Inflation20:13 - Is Consumer Spending Really Resilient?22:19 - What’s Really Happening in the Labor Market?24:14 - AI, Jobs & Economic Growth27:00 - Housing Market Under Pressure29:10 - How the Fed Should Handle Supply Shocks30:20 - Why the Fed May Have to Reverse Course31:27 - Treasury vs. the Bond Market#Economy #federalreserve #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jason Shapiro, founder of the Crowded Market Report, discusses how he uses contrarian positioning to navigate bonds, stocks, Bitcoin, AI, commodities, and some of the most crowded trades in today’s markets.*This video was recorded on September 22, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://x.com/Crowded_Mkt_RptFOLLOW 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.2:01 - Global Bond Selloff: Why Yields Keep Rising6:51 - When Would Jason Buy Bonds?9:20 - Stocks Defy Higher Oil and Rising Yields12:56 - Oil Positioning: Why Speculators Haven’t Chased the Rally14:26 - Bitcoin’s Four-Year Cycle & Why Traders Are Chasing21:37 - Is AI Really a Stock Market Bubble?31:12 - Will AI Take Everyone’s Jobs—and Replace Traders?37:34 - Most Crowded Trades: Agriculture, Copper & Gold#investing #stocks #trading