Home
Categories
EXPLORE
Society & Culture
True Crime
Comedy
History
Science
Business
News
About Us
Contact Us
Copyright
© 2024 PodJoint
Loading...
0:00 / 0:00
Podjoint Logo
CH
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/ee/6d/a0/ee6da0e0-1f28-ae5c-f5a3-58d081fe1564/mza_16452046317706162740.jpg/600x600bb.jpg
The David Lin Report
The David Lin Report
561 episodes
2 days ago
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.
Show more...
Business News
News
RSS
All content for The David Lin Report is the property of The David Lin Report and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Business News
News
Episodes (20/561)
The David Lin Report
Jackson Hole Preview: Will Fed Tank Markets This Week? | Chance Finucane

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 david@thedavidlinreport.com*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

Show more...
2 days ago
41 minutes 1 second

The David Lin Report
How Close Are Banks To Another 2008? Expert Reveals 'Pendulum Swing' | Christopher Wolfe

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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#investing #banking #economy

Show more...
2 days ago
35 minutes 17 seconds

The David Lin Report
Trader Now In 100% Cash, Markets To 'Wreak Havoc' Next Week | Chris Vermeulen

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 david@thedavidlinreport.com*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

Show more...
3 days ago
32 minutes 36 seconds

The David Lin Report
6 Million Jobs At Risk: The Biggest Threats To Labor Market Warns Economist | Heidi Shierholz

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 david@thedavidlinreport.com*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

Show more...
4 days ago
39 minutes 35 seconds

The David Lin Report
Market Reset: Investor Called Tesla Crash, Warns 'Worst Is Yet To Come' | Fr. Emmanuel Lemelson

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 david@thedavidlinreport.com*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

Show more...
4 days ago
37 minutes 24 seconds

The David Lin Report
Leverage Time Bomb: ‘Nobody’s Prepared’ For What’s Coming | Michael Gayed

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 david@thedavidlinreport.com*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

Show more...
4 days ago
25 minutes 33 seconds

The David Lin Report
Calm Before The Storm? What Shocking Consumer Confidence Data Reveals | Stephanie Guichard

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 david@thedavidlinreport.com*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

Show more...
6 days ago
37 minutes 1 second

The David Lin Report
War-Driven Recession Or Boom Ahead? These Experts Warn What’s Next

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 david@thedavidlinreport.com*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

Show more...
1 week ago
11 minutes 38 seconds

The David Lin Report
Gold Price Breaks Record: $3,700 Next As Debt Explodes | Morgan Lekstrom

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 david@thedavidlinreport.com*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

Show more...
1 week ago
25 minutes 43 seconds

The David Lin Report
Economy On Verge Of Crisis, Warning Signs Flash Red | Steve Hanke

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 david@thedavidlinreport.com*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

Show more...
1 week ago
55 minutes 4 seconds

The David Lin Report
America’s Weakness Exposed: Why Entire Arsenal Is At Risk | Ali Haji

Ali Haji, CEO of American Tungsten Corp., explains how his company plans to restart U.S. tungsten production within 12–18 months to help fill the gap as China’s export restrictions drive prices up and threaten Western military supply.Find more out about American Tungsten Corp. (CSE: TUNG | OTCQB: DEMRF) at https://americantungstencorp.com/*This video was recorded on August 7, 2025 and is sponsored by American Tungsten Corp. (CSE: TUNG | OTCQB: DEMRF).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 ALI HAJI:X (@AMTUNGSTEN): https://x.com/amtungstenWebsite: https://americantungstencorp.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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:31 - China and tungsten production2:43 - Key uses of tungsten4:23 - Government mandates5:36 - China and American self-reliance8:34 - Two main projects10:18 - Re-branding11:00 - Capital raising and spending14:12 - Valuation16:15 - Upside to buying equity17:32 - What’s next for tungsten market18:55 - Ali’s background and the team#investing #tungsten #metals

Show more...
1 week ago
23 minutes 55 seconds

The David Lin Report
Trump's New Executive Order Will Change Retirement Plans Forever | Shana Sissel

Shana Sissel, Founder and CEO of Banrion Capital, explains alternative investments like private credit, crypto, and sports as options beyond regular stocks and bonds, discusses Trump's new order allowing them in 401(k)s with some hurdles, and suggests allocating 20% of portfolios to these for better diversification and lower risk.*This video was recorded on August 7, 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 SHANA SISSEL:X (@shanaS621): https://x.com/ShanaS621X (Banrion_capital): https://x.com/Banrion_CapitalWebsite: https://www.banrioncapital.com/LinkedIn: https://www.linkedin.com/in/shsisselInstagram: https://www.instagram.com/finance_queen2020/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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:00 - Alternative asset classes4:06 - Hedge assets6:29 - New executive order10:08 - Democratization of alternatives14:07 - Allocation percentage for alts16:33 - Yearly performance17:56 - Macro indicators and building portfolios20:26 - Cryptos and 401ks24:01 - Sports investing and instruments33:14 - Shana’s background and her current work38:02 - Trending alts and real estate funds#investing #sports #finance

Show more...
1 week ago
40 minutes 17 seconds

The David Lin Report
Economist Called Bull Market, Now Issues Dire Warning For Economy, Markets | Sam Burns

Start earning interest in gold: https://Monetary-Metals.com/LinSam Burns, Chief Strategist of Mill Street Research, explains how stock markets quickly bounced back from a drop caused by new tariffs under Trump. He warns of a slowing U.S. economy ahead while recommending balanced investments in tech stocks and safer options like utilities. Lastly, he predicts possible Fed rate cuts amid sticky inflation.Watch Sam’s last interview with David: https://www.youtube.com/watch?v=fnusUSmt1UE*This video was recorded on August 7, 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 SAM BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:15 - Current market outlook6:15 - Global yields8:50 - Allocations12:39 - What’s changed?14:23 - Jobs numbers16:02 - Trump admin changes?19:09 - Prospect of a recession?20:27 - Inflation25:05 - Fed policy20:18 - Kugler resignation31:51 - Commodities33:44 - Fed too restrictive?38:14 - Markets reaching new highs40:44 - Most bullish asset class#stocks #investing #economy

Show more...
2 weeks ago
42 minutes 21 seconds

The David Lin Report
Largest Jobs Revision In 50 Years: What’s Ahead For Markets? | Thomas Hayes

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offThomas Hayes, Founder, Chairman, and Managing Member of Great Hill Capital, discusses how weak job data revisions are pressuring the Fed to cut interest rates soon, criticizes Chair Powell for being too slow, and recommends buying undervalued small-cap stocks over pricey big tech companies for better long-term gains.Watch Thomas' last interview with David: https://www.youtube.com/watch?v=w5diniDqRLA*This video was recorded on August 6, 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 THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/YouTube: https://www.youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtipsFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - Market reaction to job numbers4:14 - Ray Dalio’s take on the BLS errors5:42 - Jobs data10:34 - Outlook on rate cuts, inflation, housing12:43 - Markets’ sensitivity to Fed policy vs. fiscal and trade policies 14:42 - “Dips are to be bought” and small cap value24:45 - Stock picks27:51 - Trump sons’ manufacturing SPAC30:36 - Bull market analysis#economy #investing #stocks

Show more...
2 weeks ago
41 minutes 23 seconds

The David Lin Report
'Crypto Is Our Heartbeat': Fintech Boss Reveals Future Moves | Andrew McCormick

Andrew McCormick, Head of eToro US, shares his journey from Wall Street to crypto, explains how retail investors differ from professionals, discusses market trends like buying dips in crypto and stocks, and talks about eToro's IPO, future AI tools, and blending traditional finance with blockchain.*This video was recorded on May 28, 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 ANDREW MCCORMICK:X (@etorous): https://x.com/eToroUSX (@etoro): https://x.com/eToroWebsite: https://www.etoro.com/en-us/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@BlockBonnieC): https://x.com/BlockBonnieCInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:46 - Wall Street background and transition to crypto2:03 - Differences in investing psychology4:48 - eToro’s trading volume and shift to diversified assets6:13 - Risk appetite and crypto market cap surge9:17 - Bear market indicators11:46 - Money printing and Bitcoin’s value proposition13:32 - eToro’s IPO and strategic prioritities14:48 - Meme and alt coins16:57 - Balancing crypto and Wall Street worlds18:29 - Genius Act and crypto legislation20:42 - Timing of crypto IPOs, trad-fi, and stocks/ETFs on Blockchain23:13 - The future of exchanges and integrating AI#bitcoin #crypto #investing

Show more...
2 weeks ago
28 minutes 10 seconds

The David Lin Report
Lyn Alden: Will Economy Survive New Tariffs? What's Next For Markets, Jobs

Lyn Alden, Founder of Lyn Alden Investment Strategy, best-selling author, and Founder of EgoDeath Capital, discusses her three-pillar investment strategy, hard assets like Bitcoin and gold, and cash equivalents, amid a decelerating economy influenced by fiscal dominance, tariffs, and Fed policy.Watch Lyn’s last interview with David: https://www.youtube.com/watch?v=JW-vepmBHuU*This video was recorded on July 31, 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 LYN ALDEN:Lyn Alden Investment Strategy: https://www.lynalden.com/Twitter (@LynAldenContact): https://twitter.com/LynAldenContactBroken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6Ego Death Capital: https://egodeath.capital/teamFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:54 - Investment strategy2:35 - High quality foreign equities5:30 - Yield curve steepening and fixed income allocation8:55 - Banking sector outlook and Strategy’s new credit profile11:42 - Geopolitical tensions & energy investment strategy 14:19 - AI data centers vs portable AI19:02 - Trump tariffs29:10 - "Nothing Stops This Train"36:20 - Bitcoin cycle analysis38:28 - Gold vs. real rates42:47 - Labor market & fiscal deficit "Alligator Jaws" chart 45:01 - Bitcoin and Lyn’s ‘train’ metaphor47:07 - Fed policy outlook#economy #investing #bitcoin

Show more...
2 weeks ago
50 minutes 59 seconds

The David Lin Report
Satoshi Cited Him, Now He Predicts Bitcoin’s $200T Future | Adam Back

Core DAO website: https://coredao.org/Bitcoin pioneer Adam Back, now CEO and Co-Founder of Blockstream, shares insights on Bitcoin's origins, design decisions, potential risks like quantum computing, decentralization's strengths, and its future adoption as a superior digital money competing with gold and other assets.*This video was recorded on May 29, 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 ADAM BACK:X (@@adam3us): https://x.com/adam3usX (@blockstream): https://x.com/BlockstreamBlockstream website: https://blockstream.com/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@BlockBonnieC): https://x.com/BlockBonnieCInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:45 - Bitcoin’s pre and early history2:37 - Proof of work and decentralization3:44 - Hypothetical barter system currency5:26 - Bitcoin halving7:13 - Privacy and Liquid Network11:37 - Satoshi Nakamoto15:45 - Risks of Bitcoin going to zero19:02 - Quantum computing threats20:52 - Decentralization, and nodes25:19 - Halving’s price effects28:17 - Future of finance on Bitcoin34:10 - Adam’s interests36:35 - Early prediction#bitcoin #crypto #investing

Show more...
2 weeks ago
37 minutes 53 seconds

The David Lin Report
‘It’s Life And Death’: Global Supply Chains Crumbling, What’s Next | Ian Harris

Ian Harris, CEO of Copper Giant, explains how Trump's tariffs on copper are driving deglobalization, boosting demand for domestic supply chains, and creating bullish opportunities for commodity equities like his company's Mocoa project in Colombia.Find more out about Copper Giant (TSXV: $CGNT | OTCQB: LBCMF) at https://coppergiant.co/Watch Ian's last interview with David: https://www.youtube.com/watch?v=UDsMZ92IycE*This video was recorded on July 31, 2025 and is sponsored by Copper Giant (TSXV: $CGNT | OTCQB: LBCMF).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 IAN HARRIS:X (@ianharrismining): https://x.com/IanHarrisMiningCopper Giant X(@Cu_Giant): https://x.com/Cu_GiantWebsite: https://coppergiant.co/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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - Copper arbitrage and fair value3:38 - Copper equities6:14 - Copper concentrate smelting8:25 - Shortage?12:04 - Copper comparisons15:00 - Tariffs and production incentives21:13 - Colombian politics and policy24:02 - Drilling in Mocoa28:03 - Next milestones and North vs. South America#copper #tariffs #investing

Show more...
2 weeks ago
30 minutes 54 seconds

The David Lin Report
Market Bloodbath On New Tariffs: What’s Next For Stocks, Bitcoin, Commodities | Gareth Soloway

Gareth Soloway, Chief Market Strategist at Verified Investing, discusses the latest market reactions to the White House's August 1st tariff deadline.Watch David’s previous interview with Gareth: https://www.youtube.com/watch?v=UCOjPz3ewAk*This video was recorded on August 1, 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 GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:08 - Reaction to Liberation Day 2.03:19 - Are markets spooked?5:31 - Buying opportunity?8:47 - The Fed and rates11:55 - Bitcoin13:33 - Gold14:43 - Other metals19:19 - Oil20:50 - Dollar22:22 - Most bullish and bearish assets25:54 - S&P top?#stocks #investing #trading

Show more...
3 weeks ago
28 minutes 1 second

The David Lin Report
What Would Crash Bitcoin? This Is Single Biggest Risk Now | Ran Neuner

Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Ran Neuner, Founder of Crypto Banter, discusses the ongoing bull market, predicts Bitcoin could hit $250,000 by the end of 2025, warns about risks from leverage in treasury companies, and shares his success with emotion-free trading bots for Bitcoin and Ethereum.Watch Ran's last interview with David: https://www.youtube.com/watch?v=lTrQEs0aYSA*This video was recorded on July 30, 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 RAN NEUNER: Crypto Banter: https://www.youtube.com/@CryptoBanterGroupTwitter (@cryptomanran): https://twitter.com/cryptomanranFOLLOW 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 david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - Bitcoin bull market6:42 - Bitcoin forecast9:35 - Rate cuts11:15 - Synthetic leverage18:15 - What happens when treasuries sell?20:18 - Bitcoin treasury companies22:31 - ETH24:08 - Trading bots33:37 - AI and bots35:28 - Altcoins and Memecoins#investing #crypto #bitcoin

Show more...
3 weeks ago
41 minutes 26 seconds

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.