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The David Lin Report

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Aug 16, 2024 • 33min

$100 Oil: The Shocks That Will Send Energy Soaring | Josh Young

Josh Young, CIO of Bison Interests, discusses his outlook for energy, factoring in demand outlook, supply shocks, geopolitical risks, and changing government policies. *This video was recorded on August 14, 2024 Subscribe 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 JOSH YOUNG Bison Interests: https://bisoninterests.com/ Twitter (@Josh_Young_1):   / josh_young_1   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 0:40 - Oil outlook overview 4:18 - Geopolitical risks 11:40 - Supply chain disruptions 14:48 - IEA demand outlook 16:50 - Oil reserves in U.S. 20:40 - Government policies on oil 28:05 - Energy stocks valuations #oil #investing #economy
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Aug 15, 2024 • 32min

Markets Hit Key Turning Point, What's Next? Jack Schwager On How Best Traders React To Crashes

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jack Schwager, trader and author of the renowned series of "Market Wizards" books, analyzes current stock market trends, and discusses the recent market volatility and how the best traders he's talked to react to periods of high volatility. *This video was recorded on August 14, 2024 Subscribe 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 JACK SCHWAGER: Twitter (@jackschwager):   / jackschwager   The New Market Wizards: Conversations with America's Top Traders: https://www.amazon.ca/New-Market-Wiza... Unknown Market Wizards: The best traders you've never heard of: https://www.amazon.ca/Market-Wizards-... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 1:00 - Market sentiment 5:30 - Technical indicators 8:45 - Volatility 13:31 - Best traders' reactions to volatility 16:00 - Rookie mistakes 18:34 - Yen carry trade 20:30 - Market crash reactions 22:00 - Risk hedging 24:50 - Finding trading opportunities #trading #investing #stocks
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Aug 15, 2024 • 28min

10-Year Yield Bottomed Says Economist, ‘Death By A Thousand Cuts’ Next | Peter Boockvar

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Peter Boockvar, CIO of Bleakley Financial Group, discusses the most recent inflation report, outlook for interest rates, economic growth, and catalysts for a potential stock market correction. *This video was recorded on August 14, 2024 Subscribe 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 PETER BOOCKVAR: Bleakley Financial Group: https://www.bleakley.com/ Twitter (@pboockvar):   / pboockvar   The Boock REport: https://boockreport.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 0:50 - Latest CPI report 4:46 - Consumer spending 7:20 - Deflation 9:00 - Recession after Fed pivot 13:41 - Liquidity concerns 14:55 - Stock market vs. Yen carry trend 17:20 - Catalyst for next market correction 19:38 - Bond bear market 22:00 - Rising deficits 24:18 - What's propping stock markets up? 26:00 - Assets Peter is bullish on #inflation #economy #stocks
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Aug 14, 2024 • 32min

Matter Of Time Bubble Implodes; What The Next Financial Crisis Looks Like | Diego Parrilla

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Diego Parrilla, CIO of Quadriga Asset Managers, discusses how governments respond to crises, and the "anti-bubble" assets that would counteract the downside risks of the next financial bubble implosion. *This video was recorded on August 9, 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 DIEGO PARRILLA X (@ParrillaDiego): https://x.com/ParrillaDiego LinkedIn: https://www.linkedin.com/in/diego-parrilla-0a2b5530/ 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 0:45 - Is the market top in? 2:35 - Recession risks 5:20 - Liquidity 8:15 - Fed rate cut 12:00 - Inflation 19:25 - Money velocity 20:35 - Dollar strength 25:11 - Bubble and anti-bubbles #stocks #investing #economy
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Aug 14, 2024 • 36min

Emergency Rate Cut? Bankruptcies Reach Highest Level In Decade | Thomas Hoenig

Thomas Hoenig, former President of the Kansas City Fed, former Vice-Chairman of the FDIC, and Distinguished Senior Fellow at the Mercatus Center discusses the outlook for economic growth, monetary policy, and health of the banking sector. *This video was recorded on August 12, 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 THOMAS HOENIG: Mercatus Center Discourse: https://www.discoursemagazine.com/ Substack: https://www.finregrag.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 1:00 - Emergency rate cut? 3:15 - Fed mandates 5:30 - Every recession followed a peak in rates 7:30 - Recession likelihood 12:00 - Monetary policy rate cut 15:33 - Optimal Fed Funds rate 17:00 - Should President make Fed policy? 20:05 - Treasury debt issuance and elections 23:58 - Bankruptcies rising 25:18 - 'Vulnerabilities' facing banks 27:35 - Community banks #economy #election #federalreserve
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Aug 13, 2024 • 28min

People Are ‘Poorer Today Than 3 Years Ago’; How To Rebuild Prosperity? | Stephen Moore

Stephen Moore, Economic Advisor to the Trump campaign, author, and Senior Visiting Fellow at The Heritage Foundation, discusses the current state of inflation, economic growth, and policies that could improve prosperity. *This video was recorded on August 8, 2024 Subscribe 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 STEPHEN MOORE: Unleash Prosperity: https://committeetounleashprosperity.... X (@StephenMoore): https://x.com/StephenMoore FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 1:40 - Emergency rate cut? 4:25 - Inflation 6:55 - Deficits and debt 8:55 - Tax plan 12:30 - Tariffs 15:26 - China and the U.S. 19:00 - Monetary policy 21:00 - Weaker dollar policy 22:00 - Bitcoin strategic reserve 23:11 - Dollar outlook #economy #election #trump
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Aug 12, 2024 • 44min

Ukraine Invaded Russia, Treasury Accused Of 'Rigging' Election And Interest Rates | Steve Hanke

You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin Steve Hanke, Professor of Applied Economics, discusses the surprise invasion of Russia by Ukrainian forces and the economic impact, as well as the theory that the Treasury is rigging the election results by manipulating interest rates using debt issuances. *This video was recorded on August 12, 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 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 - Ukraine's incursion into Russia 18:25 - Is Treasury manipulating interest rates? 32:50 - National debt breakdown 39:19 - Fiscal deficit and money supply #economy #ukrainewar #investing
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Aug 12, 2024 • 50min

‘I’m Very Concerned’: Art Laffer On Debt Crisis, Hyperinflation, War

Arthur Laffer, Chairman of Laffer Associates, and renowned economist known for the "Laffer Curve", discusses Donald Trump's economic policies, the ideal tax policies, and the 'sharp reversal in policy needed' for the economy to survive. Watch the last appearance Dr. Laffer made with Prof. Steve Hanke:    • Art Laffer & Steve Hanke: Is Great De...   *This video was recorded on August 7, 2024 Subscribe 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 ARTHUR LAFFER: "Taxes Have Consequences": https://www.amazon.ca/Taxes-Have-Cons... The Laffer Center: https://laffercenter.org/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 0:45 - Fed and market volatility 6:37 - U.S. and Middle East 11:37 - Trump's economic 16:40 - How to weaken the dollar 20:15 - How to prevent inflation from rising 21:55 - Debt 26:49 - Bitcoin 31:47 - Rise of “millennial socialism” 37:49 - Taxes have consequences #economy #economics #investing
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Aug 11, 2024 • 56min

Brink Of Civil War? '50 Years Of Severe Conflict' Ahead | Sir Paul Collier

Sir Paul Collier, Professor of Economics & Public Policy at the University of Oxford, discusses the risks of a civil war in the U.S., the causes of rising social unrest domestically and abroad, and greatest geopolitical threats facing the U.S. right now. *This video was recorded on August 5, 2024 Subscribe 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 SIR PAUL COLLIER: "Left Behind": https://www.hachettebookgroup.com/tit... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@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 - Intro 1:55 - Civil war in the U.S. 5:42 - Rising income inequality 8:54 - How civil wars start 11:53 - Nuclear war 14:00 - 1861 Civil War 16:06 - Ray Dalio's thesis 20:10 - "Left behind" economies 29:50 - Protectionism 33:26 - Solutions to wealth inequality 38:30 - Regional conflicts 41:50 - U.S. vs. China 50:29 - Thucydides Trap #geopolitics #economy #business
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Aug 9, 2024 • 43min

‘Financial Armageddon’ Signs: Silver Faces ‘Depletion’, $73 Target | Shawn Khunkhun

Shawn Khunkhun, CEO of Dolly Varden Silver (TSX.V:DV | OTCQX: DOLLF), discusses the growing deficit that the silver market faces, as well as the future of the silver mining industry. Watch Shawn's last interview with me in 2023: https://youtu.be/U6brtYWHxZA?si=X7YyfjavJ_aM7Ua1 *This video was recorded on August 8, 2024 and is distributed on behalf of Dolly Varden Silver Corp. 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 SHAWN KHUNKHUN: Twitter (@ShawnKhunkhun): https://x.com/shawnkhunkhun?s=21&t=NKamSPZNhnirx2-gfZnR6w Learn more about Dolly Varden Silver: http://dollyvardensilver.com FOLLOW DOLLY VARDEN SILVER: Twitter (@SilverVarden:) https://x.com/silvervarden?s=21&t=NKamSPZNhnirx2-gfZnR6w LinkedIn: https://www.linkedin.com/company/dolly-varden-silver-corp/ Instagram: https://www.instagram.com/dollyvardensilver1910 Facebook: https://www.facebook.com/dollyvardensilver?mibextid=LQQJ4d 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 1:14 - Silver price recap 4:30 - Gold-silver ratio 6:30 - Silver during Fed pivot cycles 11:16 - Triple-digit silver 14:37 - Industrial demand of silver 19:46 - AI and silver 23:26 - Declining mining 28:57 - Copper vs. silver 30:00 - Silver as critical metal 30:48 - Dolly Varden Silver #silver #economy #investing

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