The David Lin Report

Richard D. Wolff, an economist and co-founder of Democracy at Work, discusses the shifting global power dynamics with a focus on China overtaking the U.S. He argues that concerns about Russia's incursions into Europe stem from political theater rather than imminent threat. Wolff also explores how U.S. isolation and the rise of BRICS highlight the waning influence of the West. With tensions in Ukraine and the implications of Trump's foreign policy, he poses that the future global policeman may well be China, promoting a need for cooperation.

Sergey Nazarov, the founder of Chainlink and a leading voice in decentralized finance, dives into the future of finance. He discusses how Fed policy impacts DeFi yields and the growing role of stablecoins as frictionless payment methods amidst deglobalization. Nazarov also distinguishes between reserve and algorithmic stablecoins, foreseeing significant growth for both. He explores how tokenization can reshape commerce and why banks partner with Chainlink for its oracle solutions, ensuring reliable financial data on-chain.

John Passalacqua, CEO of First Phosphate Corp., dives into the critical future of lithium iron phosphate (LFP) batteries. He discusses how LFP’s growth is vital for energy storage and AI applications. John highlights Tesla's shift towards localizing their supply chains, addressing risks tied to Chinese dominance. He shares details about First Phosphate's Quebec project, aiming to produce North American LFP cells, and the strategic importance of their findings for enhancing local economies and building resilience in the battery supply chain.

Adam Kobeissi, Founder and Editor-in-Chief of The Kobeissi Letter, discusses the macroeconomic landscape, predicting stock, gold, and Bitcoin surges as the Fed may cut rates despite rising inflation. He explores labor market weakness, the impact of AI on trading, and historical S&P movements post-rate cuts. Kobeissi also warns about tech concentration risks in the S&P, shares insights on younger investors' interests in crypto and gold, and speculates on potential housing market dynamics related to interest rates.

Chris Vermeulen, Chief Market Strategist at The Technical Traders, shares insights on market dynamics and trends. He highlights extreme investor enthusiasm in both gold and stocks that suggests potential pullbacks, with gold showing more upside potential. Vermeulen discusses the implications of parabolic price moves, the importance of trend-following strategies, and key price levels for gold. He also offers a cautious view on Bitcoin and emphasizes the necessity of mega-cap tech for further stock market gains.

Ben Cowen, the Founder and CEO of Into The Cryptoverse, breaks down Bitcoin's upcoming trajectory and market cycles. He predicts that Bitcoin could hit its peak by year-end before entering a bear market in 2026, reflecting historical patterns. Cowen discusses the potential for a late-year rally, Bitcoin dominance, and the timing of altcoin season. He also shares insights into how Fed policies could impact market conditions in 2026 and emphasizes the importance of monitoring technical indicators for signs of a cycle top.

Willem Middelkoop, a commodities expert and author known for his insights into monetary history, discusses the troubling trajectory of the US dollar amid increasing geopolitical tensions with BRICS nations. He emphasizes the importance of investing in gold, silver, and other commodities before their prices soar. The conversation also touches on the risks of military conflict with China, the implications of a bifurcated financial system, and the looming rearmament demands in Europe. Middelkoop presents a compelling case for the future of global markets and assets.

Steven Camarota, Director of Research at the Center for Immigration Studies, delves into immigration policies and their impacts on the labor market. He discusses Trump's new H-1B visa fee hike and how it may reduce the supply of foreign workers, potentially raising wages for American employees. Camarota also highlights the exit of 2.2 million foreign-born workers, questioning how this will affect job availability and GDP. He explores the implications for native labor and future immigration dynamics, especially as technology evolves.

Ed Yardeni, an esteemed economist and president of Yardeni Research, shares his bold forecast of the S&P 500 reaching 10,000 by 2029, driven by baby boomer spending and robust productivity. He dissects the impact of Fed policy on the economy, raising questions about political influences on rate cuts. Yardeni discusses the balancing act between inflation and economic growth, recommending gold and inflation-protected bonds as hedges. He also identifies sectors like financials and tech that could thrive if rates drop, offering keen insights into market resilience.

Shawn Khunkhun, CEO of Dolly Varden Silver, dives into the fascinating world of silver mining and market dynamics. He reveals the recent surge to $40 an ounce, fueled by a pressing supply squeeze and growing demand. Shawn explains why silver is scarcer than gold, discusses the implications of investor trends, and outlines the hurdles faced in increasing production. He also shares insights on how a critical mineral status could reshape the industry and the strategic moves Dolly Varden is making amid these exciting market shifts.