The David Lin Report

Thomas Hoenig, former president of the Kansas City Fed and a senior fellow at the Mercatus Center, dives into the escalating U.S.-China trade tensions and a drastic 245% tariff increase on Chinese imports. He warns that while the current economy shows strength, the trade war could lead to significant disruptions by late 2025. The discussion highlights China's potential retaliatory actions, the implications for global supply chains, and concerns about the Federal Reserve's independence amid political influences.

Nicky Shiels, the Head of Metal Strategy at MKS Pamp, dives into the remarkable surge of gold prices beyond $3,400. She discusses how global shifts away from US assets and increasing demand from central banks are reshaping the market. The concept of 'chaos premium' is explored, highlighting gold's unique positioning independent of traditional economic correlations. Nicky also examines trends in silver and copper, and what they signal for economic growth, all while outlining the significant role of geopolitical forces and Federal Reserve policies.

Christopher Whalen, Chairman of Whalen Global Advisors LLC, discusses the impacts of tariffs on economic growth, the Federal Reserve's interest rate dilemma, and the inevitable transformation of the global financial system as the US transitions from its post-WWII dominance.*This video was recorded on April 17, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 CHRISTOPHER WHALEN:The Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.comWebsite: https://www.rcwhalen.comX (@rcwhalen): https://x.com/rcwhalenFOLLOW 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 – Intro1:00 – Asset allocation3:05 – Past informs the present5:14 – Trump’s leverage6:24 – Consumer sentiment9:04 – No consumer recession10:52 – Inflation12:14 – Weakening dollar13:57 – Fed’s next move15:40 – Powell out?17:32 – China18:41 – Banks21:13 – Treasuries24:50 – Safe haven26:28 – Collapse?

*This video was recorded on April 21, 2025Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 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.

Discover the stock market for bullion with Bullion Standard Pro. Access live bid/ask market maker pricing on gold and silver with no dealer markups. Join now at bullionstandard.com/proJeffrey Christian, Managing Director of CPM Group, explains why gold has surged to record highs above $3,400, outperforming all other asset classes amid warnings of a deep U.S. recession, deteriorating dollar status, and unprecedented government debt levels.*This video was recorded on April 21st, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 JEFFREY CHRISTIAN:CPMGroup: https://cpmgroup.comX (@CPMGroupLLC): https://x.com/CPMGroupLLCFOLLOW 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 – Intro1:55 – Average gold price3:26 – Gold divergences8:41 – Dollar dump11:34 - Where are investors going?14:25 – Trump and the Fed17:17 – Interest rates21:06 – Trade war escalation24:34 – Gold/silver ratio30:19 – Recession signals34:10 – Silver price35:02 – China export bans39:03 – China/US relations44:51 – Central bank gold buying#investing #gold #economy

Michael Saylor, Executive Chairman of Strategy and a prominent advocate for Bitcoin as digital property, shares his insights on the cryptocurrency's future. He discusses how global instability may drive Bitcoin's price to new heights, potentially reaching $10 million. Saylor emphasizes the U.S. government's shift towards embracing digital assets and the evolving landscape of Bitcoin trading amid macroeconomic challenges. He also reflects on his personal journey and the sense of community found within Bitcoin enthusiasts, highlighting its role in his professional revival.

Luke Gromen, Founder & President of Forest For The Trees, and James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, dive into the precarious state of the U.S. economy. They discuss the declining status of the dollar and how it may lead to rising gold prices. Exploring economic rebalancing, they highlight the potential impact of impending debt downgrades and interest rate dynamics. The duo also considers innovative solutions like 'bit bonds' amid growing concerns over national debt, urging a reevaluation of investment strategies in a volatile landscape.

Tim Warman, CEO & Director of Fuerte Metals, discusses copper's price decline, gold's resilience at $3,000, and mining profitability amid trade tensions.*This video was recorded on April 8, 2025 and is sponsored by Fuerte Metals.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...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 TIM WARMAN:Fuerte Metals website: https://fuertemetals.comX (@twarman): https://x.com/twarmanFOLLOW 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 - Intro2:51 - Copper supply4:57 - China6:59 - Gold9:47 - Mining costs10:30 - Fuerte's mines14:06 - South American and Mexican mines15:31 - Geopolitical risks16:57 - Tariffs18:50 - Fuerte company growth20:05 - Tim's background and management team22:11 - Contact and shareholders#economy #mining #metals

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off.Doug Ramsey—CIO of The Leuthold Group—analyzes market conditions and economic indicators, warning that slowing job growth, manufacturing contraction, and unsustainable deficit spending signal a potential recession ahead despite recent market performance.*This video was recorded on April 17, 2025Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20...BitcoinAsia: https://tickets.b.tc/event/bitcoin-as...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 DOUG RAMSEY:Website: https://www.leutholdgroup.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 – Intro0:41 – Cyclical bear market3:06 – Unemployment8:17 – Economic outlook10:34 – Market performance13:51 – Fed response16:44 – Bond market revolt18:18 - Impact of deficits on markets19:34 – Dollar weakness and deficit20:19 – Asset allocation25:11 – Recession warning#economy #stocks #investing

President Donald Trump wants "cheap oil" and he's going to get it, says Doomberg, Head Writer of the Doomberg Substack.*This video was recorded on April 15, 2025Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 DOOMBERG: Website: https://doomberg.com/Substack: https://doomberg.substack.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 - Trade War7:25 - Oil Prices, Trump, and OPEC16:26 - Oil Surplus21:02 - Transport23:08 - $40 Oil?28:32 - Iran30:20 - China34:05 - Ukraine35:20 - Closing Thoughts#economy #oil #investing