

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

Jan 31, 2025 • 55min
Is This The Last Rate Cut? Economist Steve Hanke On Fed's Next Move
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the recent policy actions from the Federal Reserve and the Bank of Canada, and what's next for the U.S. and Canadian economies.
To learn more about Military Metals (CSE: MILI | OTC: MILIF) go to https://www.militarymetalscorp.com/
Watch the interview with Military Metals CEO Scott Eldridge to learn more about antimony: https://youtu.be/fLe8RrWFexY?si=Qruy2rsKqnO6qXdn
*This video was recorded on January 29, 2025
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FOLLOW STEVE HANKE:
Twitter (@steve_hanke): https://twitter.com/steve_hanke
Email: hanke@jhu.edu
Capital, Interest, And Waiting: https://www.amazon.ca/Capital-Interest-Waiting-Controversies-Additions-ebook/dp/B0D9741TWH
FOLLOW DAVID LIN:
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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 - Fed decision
2:28 - Fed’s economic assessment
9:35 - Quantity Theory Of Money
19:28 - Inflation and the labor market
24:48 - Money supply level
28:00 - Money velocity
30:00 - Country with highest inflation
32:00 - Fed’s response to market crash
37:00 - Bank of Canada
40:35 - Canada’s economy
44:43 - Consumer debt
47:00 - High-yield bonds
50:26 - Resignation of federal workers
#federalreserve #economy #stocks

Jan 30, 2025 • 17min
'Highly Uncertain' Economy Ahead: How To Beat Volatility | Lobo Tiggre
Lobo Tiggre, Editor of The Independent Speculator, discusses how Trump's policies will affect inflation, economic growth, and the commodities sector.
Learn more about Military Metals: https://www.militarymetalscorp.com/
Watch the interview with Military Metals CEO Scott Eldridge: https://youtu.be/fLe8RrWFexY?si=U7N4SOXtCyYQkMYI
*This video was recorded on January 202, 2025
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 LOBO TIGGRE:
The Independent Speculator: https://independentspeculator.com/
Twitter (@duediligenceguy): https://twitter.com/duediligenceguy
FOLLOW DAVID LIN:
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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 - The Trump Trade
6:45 - Inflationary policies
9:10 - Recession call
11:30 - Crypto vs resource sector
#investing #economy #stocks

Jan 29, 2025 • 29min
America's Biggest Crisis: Is This The Cure? | Doug Drysdale
Doug Drysdale, CEO of Cybin (NYSE: CYBN), discusses America's mental health illness and how psilocybin-based medicine may be the solution.
*This video was recorded on January 27, 2025 and is sponsored by Cybin
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 DOUG DRYSDALE:
Cybin: https://cybin.com/
X (@CybinInc): https://x.com/CybinInc
FOLLOW DAVID LIN:
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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 - Mental health crisis in U.S.
4:00 - Psilocybin psychotherapy
10:55 - RFK Jr.
14:00 - FDA approval process
19:52 - Cybin
25:55 - Doug Drysdale
#stocks #investing #mentalhealth

Jan 28, 2025 • 33min
'High Probability' Market Is Topping, What's Next? | Adrian Day
Adrian Day, President of Adrian Day Asset Management, discusses the outlook for markets, gold, and the mining stocks.
*This video was recorded on January 20, 2025
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:
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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 - Labor market overview
3:25 - Tariffs and the economy
4:00 - Market outlook
7:25 - Hedging volatility
15:00 - Gold vs. Gold miners
30:00 - Portfolio management
#investing #stocks #economy

Jan 28, 2025 • 28min
Will Trump Send Silver To $100? Change Is Happening Now | Gary Thompson
Gary Thompson, CEO of Silver47 (TSXV: AGA), discusses Trump's policy impacts on silver, and the outlook for metals in 2025.
*This video was recorded on January 19, 2025 and is sponsored by Silver47
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 GARY THOMPSON:
Silver47: https://www.silver47.ca/
X (@Silver47co): https://x.com/Silver47co
FOLLOW DAVID LIN:
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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 vs. Silver
3:42 - Silver vs. Copper
5:22 - Trump and silver industry
6:50 - Alaska and mining
10:00 - Silver47’s milestones
13:08 - Metals vs. Miners
14:30 - M&A
16:30 - Silver47’s deposit
21:30 - Drivers of silver price
#investing #silver #gold

Jan 28, 2025 • 27min
Why DeepSeek Triggered $1 Trillion Market Crash Today | Keith McCullough
Keith McCullough, CEO of Hedgeye Risk Management, discusses the market crash that China's DeepSeek triggered, his outlook for Fed monetary policy, the "Trump Trade", and growth sectors to watch in 2025.
*This video was recorded on January 27, 2025
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 KEITH MCCULLOUGH:
Hedgeye: https://app.hedgeye.com/?
Hedgeye TV: https://hedgeyetv.com/
X (@KeithMcCullough): https://x.com/KeithMcCullough
FOLLOW DAVID LIN:
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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 - DeepSeek and tech sell-off
7:37 - Fed monetary policy
11:00 - Bank of Japan
12:28 - Growth trade
17:07 - Trump Trade
19:00 - Yield steeper
20:30 - Currencies
22:00 - ‘Darkest hour’ for emerging markets
23:30 - Bitcoin and gold

Jan 27, 2025 • 41min
Fed To Launch 'Bazooka' After Crash: Why Risk-On Investor Turns Bearish | Matt Piepenburg
Matthew Piepenburg, Partner of Von Greyerz AG, discusses market sentiment, navigating a U.S. debt crisis, and the outlook for gold, the dollar, and monetary policy.
*This video was recorded on January 19, 2025
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 MATTHEW PIEPENBURG:
Website: https://goldswitzerland.com/
FOLLOW DAVID LIN:
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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 - Market sentiment
7:08 - Major market downturn
10:37 - U.S. debt levels and excessive spending
18:53 - Stablecoins and Treasuries
24:18 - Dollar vs bond market
30:00 - Recession indicators
32:33 - Trump’s 100% tariffs
37:40 - Gold
#investing #economy #gold

Jan 27, 2025 • 41min
What's Bitcoin's Next High? On-Chain Data Reveals Surge Coming | Markus Thielen
Markus Thielen, CEO of 10x Research, discusses the short-term outlook for Bitcoin, and how regulatory changes will impact the crypto industry.
*This video was recorded on January 24, 2025
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 MARKUS THIELEN:
10x Research: https://10xresearch.co/
X (@10x_Research): https://x.com/10x_Research
FOLLOW DAVID LIN:
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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
0:34 - Bitcoin price outlook
5:15 - Global liquidity conditions and Bitcoin
8:26 - Bitcoin vs. Treasury yield
12:00 - Bitcoin vs. Money supply
13:00 - Fed monetary policy
15:00 - Bitcoin as store of value
16:38 - Bitcoin vs. Gold
20:42 -Senate Panel on Digital Assets
28:05 - Is crypto topping?
30:17 - Will other cryptos join Strategic Reserve?
33:00 - Future of stablecoins
35:38 - Tokenization of stocks and bonds
38:44 - Bitcoin’s next bear market
#investing #bitcoin #crypto

Jan 25, 2025 • 30min
Rick Rule Reveals Top Trades To Beat Trade Wars, Inflation In 2025
Rick Rule discusses 2025's top investment opportunities and risks.
*This video was recorded on January 19, 2025
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 RICK RULE:
Rule Investment Media: https://ruleinvestmentmedia.com/
Twitter (@RealRickRule): https://twitter.com/RealRickRule
YouTube: https://www.youtube.com/@RuleInvestmentMedia
FOLLOW DAVID LIN:
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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 - 2025 investment themes
4:20 - Trade war
6:00 - Oil production
10:00 - Inflation
12:36 - Tax cuts and unsustainable debt
19:25 - Economic dilemma
21:34 - Why hold gold
22:30 - Banking business

Jan 24, 2025 • 52min
‘Enormously Dysfunctional Catastrophe’ As Economy ‘Destabilizes’ | Richard Wolff
Richard Wolff, Founder of Democracy At Work, discusses Trump's Executive Orders, NAFTA at risk, the Israel-Gaza ceasefire, and the Russia-Ukraine War.
*This video was recorded on January 22, 2025
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 RICHARD D. WOLFF:
Richard Wolff website: https://www.rdwolff.coma
Twitter (@profwolff): https://twitter.com/profwolff
Democracy At Work: https://www.youtube.com/@democracyatwrk
FOLLOW DAVID LIN:
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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
2:00 - Inflation and tariffs
9:15 - Tariffs and NAFTA
17:00 - Protectionism and growth
24:00 - Executive action on cost of living
29:25 - Cost controls
35:50 - Israel-Gaza ceasefire
41:10 - Russia-Ukraine war
#trump #economy #geopolitics