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The David Lin Report

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Oct 7, 2024 • 28min

'Precipice Of Big Global Event', Brace For Higher Volatility | Si Katara

Si Katara, CEO of TappAlpha, explains strategies to hedge against volatility, as well as the future of the tech industry. *This video was recorded on October 1, 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 SI KATARA: TappAlpha: https://www.tappalpha.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 0:40 - Geopolitical risks 1:58 - VIX 3:56 - NVIDIA 7:55 - Tech industry 2000 vs. Now 9:50 - Another tech bubble burst? 12:10 - Future of AI 14:33 - Smart glasses 16:00 - Tech sector’s future 17:00 - Hedging against volatility 19:22- TSPY #stocks #investing #tech
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Oct 6, 2024 • 29min

Is AI On Verge Of Destroying Humanity?| Michael Casey

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Michael Casey, Chair of the Decentralized AI Society (DAIS), discusses the threats that current AI advancements pose to humanity, and the steps that can be taken to mitigate these risks. *This video was recorded on October 2, 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 CASEY: X (@mikejcasey): https://x.com/mikejcasey DAIS: https://dais.global/ Michael Casey's website: https://www.michaeljcasey.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 1:20 - AI sentience 2:30 - Next “stage” of AI 6:24 - Next steps for OpenAI 8:25 - AI’s threats to humanity 13:40 - Web3 and AI 15:55 - Next steps for Web3 21:25 - Deepfake protection 26:00 - ChatGPT4 “thinking” threats against humanity 28:0 - DAIS #ai #technology #web3
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Oct 5, 2024 • 42min

Bombshell Jobs Report: This Could Change Everything | Adrian Day

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook. *This video was recorded on October 4, 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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 - Jobs report 1:20 - Fed is “not in a hurry” 2:43 - Economy not facing “downturn”? 4:36 - Oil vs recession, inflation 7:05 - Trump and inflation 10:00 - Harris and inflation 15:00 - Labor market and the Fed 20:00 - Yields and gold outlook 23:45 - Stimulus and inflation outlook 28:00 - Trump and rare Earth minerals 34:20- Most bullish commodities 26:14 - Gold vs. Miners #economy #investing #stocks
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Oct 4, 2024 • 28min

Get Ready For Double-Digit ‘Super Inflation’, More Social Unrest | Willem Middelkoop

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame". *This video was recorded on October 3, 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 WILLEM MIDDELKOOP: Twitter (@wmiddelkoop): https://twitter.com/wmiddelkoop Commodity Discovery Fund: https://en.cdfund.com/ The Big Reset: https://library.oapen.org/handle/20.500.12657/25071 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 - Oil 3:00 - Monetary stimulus 7:38 - Middle East escalations 9:28 - ILA strike and inflation 12:28 - Commodities deflation 14:18 - Housing collapse 15:30 - Bullish commodities 18:24 - Trump and the dollar 21:30 - U.S. dollar "endgame" 25:27 - Trump and tariffs #economy #investing #inflation
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Oct 3, 2024 • 31min

These Sectors To 'Rake In Money' By Year-End | Eric Balchunas

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and *This video was recorded on September 30, 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 ERIC BALCHUNUS: Twitter (@EricBalchunas): https://twitter.com/EricBalchunas 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 0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ 6:36 - Rising ETF AUM 10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs 16:00 - New ETF trends 18:15 - Chinese government buying ETFs 20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends #investing #stocks #bitcoin
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Oct 3, 2024 • 27min

CEO Called $2,500 Gold Price In 2024, Now Has This Bold New Forecast | Shane Williams

This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF) Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target. Watch Shane's last interview with me in April: https://youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx *This video was recorded on September 25, 2024 FOLLOW WEST RED LAKE GOLD MINES: Website: https://westredlakegold.com/ Twitter (@WestRedLakeGold): https://twitter.com/WestRedLakeGold LinkedIn: https://www.linkedin.com/company/west-red-lake-gold/ Instagram: https://www.instagram.com/westredlake/ Facebook: https://www.facebook.com/WestRedLakeGold/t 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 - Gold price momentum recap 2:50 - Gold mining industry evolution 7:00 - Capital flowing back into the miners 8:40 - WRLG production timeline 11:47 - Major challenges in 2024 for WRLG 13:15 - Gold price rally and mining strategy 15:00 - Mining ETFs vs. Mining stocks 16:00 - Gold sector vs. Tech stocks 17:00 - Gold stocks vs. Gold bullion 19:24 - Recession and gold price 20:08 - $3,000 gold price target 21:55 - Institutional investors and gold 22:40 - Exploring for juniors vs seniors 23:55 - Lack of human capital in mining 23:50 - WRLG next steps #investing #gold #stocks
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Oct 2, 2024 • 45min

‘Dangerous’ Market Melt-Up: Don’t Fight The Trend Says Cameron Dawson

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle. *This video was recorded on September 30, 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 CAMERON DAWSON: Twitter (@CameronDawson): https://twitter.com/CameronDawson NewEdge Wealth: https://www.newedgewealth.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 0:50 - “Don’t fight the trend” 3:00 - Market momentum 5:30 - Fed vs Treasury on stimulus 11:55 - Inflation outlook 15:50 - Will we get deflation? 17:40 - Inflation post-2008 crisis 21:00 - Will Fed cut create recession? 24:30 - What would cause next recession? 27:30 - Defensive sector outperformance 32:30 - Unemployment to rise? 37:11 - China’s stimulus package 40:00 - Asset allocation preferences #economy #stocks #investing
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Oct 2, 2024 • 26min

'I'll Cripple You': Port Workers Strike, Will Inflation Spike? | Brian Belski

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Brian Belski, Chief Investment Strategist of BMO Capital Markets, discusses the port worker strikes, escalating tensions in the Middle East, and where the S&P 500 going to close by year-end. *This video was recorded on October 1, 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 BRIAN BELSKI: BMO Capital Markets: https://capitalmarkets.bmo.com/en/ X (@briangbelski): @briangbelski 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 1:10 - ILA dock strikes 6:24 - Inflation outlook 8:40 - Crude oil 10:49 - Middle East tensions 13:30 - S&P 500 outlook 18:35 - Stock market valuations 20:30 - Sector preferences 24:34 - Canadian stock market #economy #investing #stocks
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Oct 2, 2024 • 44min

Central Banks To Restock Gold, $5,000 Price Within Reach | Morgan Lekstrom

Morgan Lekstrom, President & Director of NexGold Mining Corp., discusses the drivers for the gold price, the likely price floor, medium term price target, new trends in the mining industry, M&A cycles, and new what to expect from NexGold in the next few quarters. This video is distributed on behalf of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF) *This video was recorded on September 28, 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 NEXGOLD: Website: https://nexgold.com/ X (@NexGoldMining): https://x.com/NexGoldMining 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 - Gold price outlook 5:08 - Gold as money 7:00 - Gold confiscation 8:30 - Holding vs. Trading 9:50 - Inflation vs. Gold 12:00 - Gold price bottom 14:00 - Deficit outlook 17:00 - Declining fertility rate 20:10 - Dow to gold ratio 22:58 - Gold stock-flow ratio 26:00 - Institutional investors and gold 28:45 - Gold stocks vs. tech stocks 34:30 - Gold M&A cycles 36:20 - NexGold management team 41:30 - NexGold’s long-term strategy #investing #mining #stocks
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Sep 30, 2024 • 40min

Fed To ‘Kickstart’ Inflation: Next Crash Will Make August Look Like 'Dip' | Gareth Soloway

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the Fed's latest rate cut, and its impact on inflation, economic growth, and markets. Soloway updates his outlook on stocks, gold, Bitcoin. *This video was recorded on September 30, 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 GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway): https://twitter.com/GarethSoloway 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 recap 2:10 - Declining corporate cash balance 6:06 - Financials sector 11:38 - Defensive sectors outperforming 16:30 - Fed monetary policy outlook 21:00 - Inflation outlook 23:20 - Gold 26:30 - “No landing” scenario 27:55 - S&P 500 outlook 29:30 - Hedging strategies 31:30 - China stimulus and stocks 35:20 - Bitcoin outlook #economy #investing #trading

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