Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025. *This video was recorded on December 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOE QUINLAN: Bank of America: https://www.bankofamerica.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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Market froth 1:20 - S&P 500 outlook 4:00 - Tariffs and sectors 6:40 - Tariffs 7:20 - Monetary policy 10:11 - Small caps vs. large caps 14:50 - Tech themes 2025 16:45 - Commodities 17:50 - Bond yields 21:10 - Asset allocation 24:18 - Dollar 25:30 - Books to read

Fred Thiel, CEO of Marathon Digital Holdings (NASDAQ: MARA), discusses the outlook for Bitcoin for 2025. *This video was recorded on December 23, 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 FRED THIEL: Website: https://www.mara.com/ Twitter (@fgthiel): https://twitter.com/fgthiel 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 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 - $100k Bitcoin 4:44 - Bitcoin strategic reserve 13:38 - Centralization of Bitcoin risk 16:30 - Government buying Bitcoin 19:50 - Marathon Digital’s plans 21:16 - Miners vs. Bitcoin 25:30 - Bitcoin mining costs 28:11 - Quantum computing hack 35:27 - Changes to Trump admin

Glenn Kelman, CEO of Redfin, gives his outlook for the housing market in the U.S. for 2025. Watch Glenn's last interview with me: https://youtu.be/qtuJpBTsuUU?si=9k03O24FLju9RkJL *This video was recorded on December 20, 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 GLENN KELMAN: Redfin: Website: https://www.redfin.com/ Twitter (@glennkelman): https://x.com/glennkelman 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 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 - Monetary policy and mortgage rates 5:25 - Rent prices 7:28 - Home prices 12:57 - Housing starts 16:00 - Flight from urban cities 20:00 - Insurance costs 21:30 - Real estate commissions 24:11 - ‘Plenty of inventory out there’ 27:50 - Gen Z and renter 32:30 - Immigration #housing #realestate #economy

Doomberg, Head Writer of the Doomberg Substack, discusses the outlook for oil, world conflicts, and Trump's master plan following the January 20 election. *This video was recorded on December 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DOOMBERG: Website: https://doomberg.com/ Substack: https://doomberg.substack.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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:45 - Israel-Yemen 6:10 - Trump’s inauguration 8:45 - Natural gas 11:00 - Russia’s oil exports 15:10 - China stimulus 17:35 - Oil price and geopolitis 19:53 - Energy independence 26:20 - Increasing oil production 30:00 - Trump’s master plan 30:54 - nuclear fusion 35:00 - Alberta’s oil fields #economy #oil #investing

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the biggest economic themes and coming changes of 2025. *This video was recorded on December 27, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: hanke@jhu.edu Capital, Interest, And Waiting: https://www.amazon.ca/Capital-Interest-Waiting-Controversies-Additions-ebook/dp/B0D9741TWH 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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - Economic outlook for 2025 9:00 - Bitcoin Strategic Reserve 17:30 - Changing crypto regulations 21:30 - Preventing a slowdown? 28:00 - Fed and inflation 33:45 - Tariffs and inflation 39:00 - Bond market 41:00 - Overpriced, overvalued, overhyped #economy #investing #bitcoin

Trita Parsi, Executive Vice President of The Quincy Institute, discusses the recent escalations in the Middle East. *This video was recorded on December 27, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TRITA PARSI: Website: https://www.tritaparsi.com/ Quincy Institute: https://quincyinst.org/ X (@tparsi): https://x.com/tparsi 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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Middle East news updates 1:40 - Israel strikes Yemen 10:00 - Iran and Hezbollah 14:11 - Iran’s nuclear program 17:30 - Escalations before Jan. 20 24:26 - Israel-Iran war? 27:11 - Syria 41:45 - Trump’s plans to broker peace 43:40 - IDF in Lebanon

Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Michael Beckley, Associate Professor of Political Science at Tufts University, discusses China's "dark economic future", and the coming conflict between China and the West. *This video was recorded on December 17, 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 BECKLEY: Website: https://www.michaelbeckley.org/ 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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - China faces social unrest 5:00 - Consumer spending 7:26 - Tariffs on China 10:00 - Retaliatory moves on the U.S. 12:24 - Who will suffer more? 14:07 - The coming conflict with China 19:50 - China-Taiwan 27:25 - U.S. and Taiwan 30:22 - China’s 5-year plan 32:36 - China’s economic growth and military 40:45 - China and frontier markets 46:31 - Economic growth under Trump 47:55 - China’s financial weapons

Jason Shapiro, Founder of the Crowded Market Report, discusses the biggest investment themes, market positioning, and big trend turns on the horizon. Watch Jason's last interview with me: https://youtu.be/KPQaRWKFnnw?si=sx4VsZtv8rfDiZXE *This video was recorded on December 20, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON SHAPIRO: Crowded Market Report: https://www.crowdedmarketreport.com/ X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt 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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Market evaluation 2:20 - Jason’s current major trades 4:30 - Small caps 5:50 - Positioning of stocks 13:30 - Bitcoin 19:42 - Dollar 25:40 - Risk management 27:11 - 2 Big trend turns 27:30 - Coffee and cocoa 28:55 - Tariffs 30:55 - Bond market 34:15 - Market a lot more dangerous now 38:00 - Valuations vs. crowded markets 41:45 - 2025’s biggest investment theme #economy #investing #stocks

Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. David Rosenberg, President of Rosenberg Research, *This video was recorded on December 19, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID ROSENBERG: Rosenberg Research: https://www.rosenbergresearch.com/ Twitter (@EconguyRosie): https://x.com/EconguyRosie email: information@rosenbergresearch.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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/), gives his outlook for broad stock markets, Bitcoin, energy stocks, USD, and CAD for 2025. Watch Chris' last interview with me: https://youtu.be/3vxqtqJNhD4?si=osM9EtI6ffip5eDD *This video was recorded on December 20, 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 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_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 david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Market recap 0:50 - Bitcoin 11:50 - Stock market outlook 20:33 - Dow Jones’ losing streak 22:48 - Energy stocks 27:38 - 35%-55% pull back in S&P 500 30:20 - USD 33:25 - Gold 35:00 - CAD 37:33 - Peak maximum risk