

The David Lin Report
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.
Episodes
Mentioned books

Mar 3, 2025 • 39min
Market Correction Nearing ‘Exhausting Point’: Arthur Hayes On $1 Million Bitcoin Path
Arthur Hayes, CIO of Maelstrom and Co-Founder of BitMEX, discusses the drivers of Bitcoin and altcoin markets in the medium and long-term, as well as the recent Bybit hack.*This video was recorded on February 26, 2025Subscribe 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 HAYES:X (@CryptoHayes): https://x.com/CryptoHayesFOLLOW 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 - Intro1:30 - Bybit hack 4:41 - Eth rollback6:25 - $1 million Bitcoin10:00 - Bitcoin leads the stock market 14:00 - The next bull run17:18 - Maelstrom 21:00 - Meme coins in politics 26:00 - Bitcoin strategic reserve 32:30 - Perpetual futures #crypto #bitcoin #investing

Mar 2, 2025 • 35min
Market Turmoil: ‘Significant Downside’ Next After Breakdown | Gareth Soloway
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinGareth Soloway, Chief Market Strategist and President of Verified Investing, discusses the recent market sell-off and what's next.*This video was recorded on February 25, 2025Subscribe 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:Verified Investing: https://www.verifiedinvesting.com/X (@GarethSoloway): https://twitter.com/GarethSolowayFOLLOW 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.#stocks #bitcoin #investing

Mar 2, 2025 • 51min
The Biggest Lie About Debt Exposed: Why U.S. Can Never Go Broke | Warren Mosler
Warren Mosler, widely known as the creator of the monetary philosophy known as "Modern Monetary Theory", discusses the impact that the federal debt level has on the economy. *This video was recorded on February 13, 2025Subscribe 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 WARREN MOSLER: X (@wbmosler): https://x.com/wbmoslerWebsite: https://moslereconomics.comFOLLOW 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 - Intro1:47 - Debt and taxes5:28 - Money printing and inflation12:14 - Budget deficits, debt, and MMT34:30 - Wealth gap39:22 - Fed policy 44:07 - Mosler Automotive 50:13 - Ending remarks#economy #investing #economics

Mar 1, 2025 • 33min
The Next 'Silver Squeeze' Will Come In Next 18 Months | Shawn Khunkhun
Shawn Khunkhun, CEO of Dolly Varden Silver, dives into the future of silver and its emerging role in the global economy. He highlights the upcoming "silver squeeze," predicting significant price surges driven by a growing demand and resource scarcity. Khunkhun discusses the strategic growth in mining high-grade deposits and the importance of attracting savvy investors. He also examines the generational shift in investment preferences, with younger audiences weighing the long-term value of physical silver against tech-driven assets.

Feb 27, 2025 • 37min
2025 Layoffs & Stagflation: How Bad Will It Get? | Eric Basmajian
Eric Basmajian, economist and founder of EPB Research, discusses the trade war, stagflation fears, leading economic indicators, and monetary policy. *This video was recorded on February 24, 2025Subscribe 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/Twitter (@EPBResearch): https://twitter.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 - Intro1:30 - Stagflation fears5:20 - Leading economic indicators 10:02 - Layoffs 13:53 - Monetary policy 18:35 - Bond market 21:40 - Stocks as a leading indicator 26:33 - FDI with China 29:30 - Slowing housing market 32:38 - Asset allocation

Feb 26, 2025 • 35min
Market Turmoil: ‘Significant Downside’ Next After Breakdown | Gareth Soloway
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinGareth Soloway, Chief Market Strategist and President of Verified Investing, discusses the recent market sell-off and what's next.*This video was recorded on February 25, 2025Subscribe 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:Verified Investing: https://www.verifiedinvesting.com/X (@GarethSoloway): https://twitter.com/GarethSolowayFOLLOW 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.#stocks #bitcoin #investing

Feb 25, 2025 • 28min
Market Reached 'Inflection Point': Where Is Money Rotating To Now? | Peter Boockvar
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinPeter Boockvar, CIO of Bleakley Financial Group, discusses the possibility of a DOGE refund check, the tech trade, and outlook for stocks and interest rates. *This video was recorded on February 20, 2025Subscribe 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 PETER BOOCKVAR: Bleakley Financial Group: https://www.bleakley.com/Twitter (@pboockvar): https://twitter.com/pboockvarThe Boock REport: https://boockreport.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 - Intro1:02 - DOGE could return 20% of savings to taxpayers 4:25 - Fed rate cuts and inflation 7:50 - Leading economic indicators 9:40 - Walmart earnings 11:33 - Tech trade is over17:37 - Quantum computing 20:53 - Commodity trade 22:20 - Energy 25:00 - Interest rates#economy #investing #stocks

Feb 24, 2025 • 19min
Countdown To A Silver Boom: The Triggers For Next Record High | Galen McNamara
Galen McNamara, CEO of Summa Silver (TSXV:SSVR | OTCQX:SSVRF), discusses the drivers of the recent silver price rally and what's next. *This video was recorded on February 10, 2025 and is sponsored by Summa SilverSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW SUMMA SILVER: Website: https://summasilver.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 - Intro0:43 - Silver’s rally4:20 - Silver’s outlook 5:00 - Summa Silver overview 9:12 - Investment sentiment for miners12:50 - Summa Silver expansion 14:55 - Mining jurisdiction 17:11 - Summa Silver team#silver#mining#commodities

Feb 24, 2025 • 36min
Has The NASDAQ Topped? Is NVIDIA Still A Buy? Analyst Anwers | John Belton
John Belton, Portfolio Manager at Gabelli Funds, discusses tech stocks in the U.S. vs. tech stocks in China.*This video was recorded on February 10, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW JOHN BELTON:Gabelli Funds: https://www.gabelli.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 - Intro1:20 - Is the NASDAQ topping?3:53 - DeepSeek vs. U.S. tech stocks 8:03 - Is NVIDIA still a buy?9:50 - Chinese AI vs. U.S. AI12:20 - Q1 tech earnings 16:00 - Trump’s “Stargate”20:50 - Microsoft 23:56 - Google and Gemini28:00 - Asset allocation 32:40 - Tesla#stocks#technology#ai

Feb 22, 2025 • 26min
Unemployment Crisis Next? How Many Jobs DOGE Could Cut | Bob Elliott
Bob Elliott, CEO of Unlimited, discusses DOGE, markets flatlining, and economic growth. *This video was recorded on February 13Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW BOB ELLIOTT: X (@BobEUnlimited): https://x.com/BobEUnlimited TikTok (@bobeunlimited) / bobeunlimited FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): / davidlin_tv Instagram (@davidlin_TV): / 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 - Intro0:48 - Stock performance2:06 - Fiscal policy and economic growth5:11 - Inflation8:04 - Labor market11:13 - DOGE16:27 - Gold19:23 - USD22:15 - Consumer debt24:37 - Asset allocation#inflation#economy#investing