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The David Lin Report

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Jul 19, 2024 • 31min

'Aggressive Sell-Off' Here; Did Japan Just 'Break' U.S. Financial System? | Michael Gayed

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Michael Gayed, Portfolio Manager of Tidal Financial Group, discusses the "suspected" Bank Of Japan intervention last week and the subsequent U.S. stock markets correction this week. Watch Michael's last interview with me: https://youtu.be/_2ZG4Cepi6s?si=d36xboDQNnQ3LmY8 *This video was recorded on July 18, 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 GAYED: Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreport YouTube channel: https://www.youtube.com/@leadlagreport FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 - Yen Carry Trade 7:34 - Small caps stocks 12:45 - Lumber/gold 14:16 - Non-tech sectors 18:55 - Bonds outlook 22:30 - Tariffs and inflation 24:00 - Taxes and markets 25:44 - Debt maturing 26:50 - Market outlook overview #economy #investing #stocks
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Jul 19, 2024 • 27min

Gold Price Hit New Record High, Expect $2,700 By Year-End Says Trader | Gary Wagner

Learn more about American Pacific Mining (CSE: USGD | OTCQX: USGDF): https://americanpacificmining.com/ Gary Wagner, Editor of The Gold Forecast.com, discusses the drivers of gold's latest run to new all-time highs, and where the price may go by year-end. Watch Gary's last interview with me: https://youtu.be/85d-2YUYaxM?si=lVNbcVyyqY5li2vm *This video was recorded on July 18, 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 GARY WAGNER: The Gold Forecast: https://thegoldforecast.com/ Twitter (@garyswagner): https://twitter.com/garyswagner YouTube: https://www.youtube.com/@Thegoldforecast FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:45 - Gold's new all-time high 2:17 - Fed monetary policy 8:34 - What pushed gold higher? 12:43 - Why would go climb more? 14:55 - Gold's new floor 16:18 - Gold vs. stocks 17:45 - Recession indicator? 19:05 - Election result and gold 20:58 - Long-term outlook 24:30 - $2,700 gold by year-end #trading #gold #investing
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Jul 18, 2024 • 32min

Warren Buffett Indicator At All-Time High; Bear Market 'Inevitable' | Chance Finucane

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: https://www.masterworks.com/cd Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations. Watch Chance's last interview with me:    • Danger Ahead: Markets Mispriced The F...   *This video was recorded on July 15, 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors):   / oxbow_advisors   FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:08 - Presidential election and markets 3:45 - Warren Buffett Indicator 7:35 - AI trend 9:20 - Mean regression trade 11:35 - Inflation 13:51 - Fed cuts 15:41 - Yield curve 18:00 - Semiconductor companies 24:00 - Mega-cap companies 26:45 - Golden Era of Growth #stocks #economy #investing
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Jul 18, 2024 • 40min

NASDAQ Has Worst Day Since 2022, Will Correction Continue? | Jason Shapiro

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jason Shapiro, Owner of Crowded Market Report.com, discusses recent market sentiment and the rotation out of tech stocks. Watch Jason's last interview with me: https://youtu.be/tiL33ttPb3U?si=dMSatKsIguJo7Wlq *This video was recorded on July 17, 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 JASON SHAPIRO: Crowded Market Report: https://www.crowdedmarketreport.com/ Twitter (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 0:00 - Intro 0:56 - Market inflection 6:24 - Tech stocks down 9:35 - Russell 2000 10:30 - Energy 11:50 - Market levels targets 12:48 - Crowd sentiment 13:27 - Valuations 16:55 - “Setting yourself up for failure” 19:27 - What is market pricing in? 21:55 - Mining stocks 24:30- Yen 25:29 - Bitcoin 27:44 - Volatility and VIX 29:51 - Recession trade 31:50 - Presidencies and stocks 34:20 - Bullish argument 35:10 - Bearish argument *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #stocks #trading #investing
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Jul 17, 2024 • 51min

Home Sales At Recessionary Lows, ‘Sellers’ Market Evolving’ | Zelman & Associates

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Ivy Zelman, Co-Founder of Zelman & Associates, and Alan Ratner, Managing Director of Zelman & Associates, discusses the outlook for mortgage rates, demand, homebuilding activity, and home prices. *This video was recorded on July 10, 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 ZELMAN & ASSOCIATES: Annual Housing Summit - September 12 & 13 in Boston. Hear lively panel discussions from C-Suite Executives and fresh perspectives as well as rich market content on the housing ecosystem. For more details and registration – https://zelmanassociates.swoogo.com/2... If you register, select “New Participant” as the registration type. Learn More About Zelman: https://www.zelmanassociates.com/ Contact Kim Gray at kim@zelmanassociates.com FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / davidlin_tv   TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com 0:00 - Intro 1:30 - Outlook on rates 5:56 - Homebuilding updates 10:33 - Listings rising 11:40 - Sellers’ market 14:10 - Lumber 16:30 - Home price growth 17:10 - Cap rates outlook 18:20 - Cities where home prices are falling 19:55 - New vs. existing home prices 21:47 - Rental market 26:42 - Fertility trends 29:51 - Housing affordability 33:53 - Entry-level homes 35:25 - Household formation 38:10 - Wealth effect 39:53 - Agent fees 40:34 - Markets that could gain value 42:08 - Home insurance 42:41 - Climate change and homebuilding 45:00 - Risk of financial crisis 49:10 - Foreign buyers *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #realestate #housingmarket #economy
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Jul 17, 2024 • 33min

‘Explosive’ Market Rotation Now, Could End In 'Annihilation' | Chris Vermeulen

Get 50% off your first order of CookUnity meals — go to https://cookunity.com/david50 , use my code DAVID50 at checkout to try them out for yourself! Thanks to CookUnity for sponsoring this video!  Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses the current market rotation out of big tech stocks into the small cap stocks, which have soared. Watch Chris' last interview with me: https://youtu.be/axJZlKO5WYU?si=pmzdtvWUODkClFYa *This video was recorded on July 16, 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 CHRIS VERMEULEN: The Technical Traders: https://thetechnicaltraders.com/davidlin/ YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw Twitter (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:50 - Huge market rotation 6:29 - Small caps and economic data 12:00 - Market reaction to Trump assassination attempt 13:43 - Market stages 16:44 - Gold 19:00 - Silver 20:19 - Bitcoin 24:27 - Market positioning 25:45 - Homebuilding 29:31 - Next bear trend 31:00 - The Technical Traders #stocks #trading #economy
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Jul 16, 2024 • 49min

Social Unrest Not Over, U.S. Becoming 'Banana Republic' | Matthew Piepenburg

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off DeleteMe international Plans: https://international.joindeleteme.com Matthew Piepenburg, Partner of Von Greyerz AG *This video was recorded on July 15, 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 MATTHEW PIEPENBURG: Website: https://goldswitzerland.com/ FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 0:00 - Intro 1:07 - Rise in social unrest 9:07 - Market reaction and outlook 15:31 - Inflation 20:43 - debt crisis 27:45 - Gold 37:00 - "Coming Great Conflict" 43:00 - Risk-on sentiment *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #election
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Jul 15, 2024 • 34min

Markets Price In Trump Victory? Assassination Attempt's Impact On Election, Stocks | Marko Papic

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off DeleteMe international Plans: https://international.joindeleteme.com Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses the market and election impact of the recent assassination attempt of Donald Trump. *This video was recorded on July 15, 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 MARKO PAPIC: Twitter (@Geo_papic): https://x.com/Geo_papic BCA Research: https://www.bcaresearch.com/ FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 2:06 - Trump assassination attempts and election 6:47 - Democrat response 8:40 - Trump now vs. 2020 10:35 - Foreign policy 11:40 - Ukraine war 17:35 - Oil 20:05 - What is Putin’s end goal? 22:05 - Multipolar world 25:16 - Geopolitical premium 27:23 - Economic growth outlook #trump #election #investing
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Jul 15, 2024 • 27min

Bitcoin Rebounding To $100k? What The ETF Flows Reveal | Dan Weiskopf

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Dan Weiskopf, Portfolio Manager of Tidal Financial Group, discusses the outlook for Bitcoin, the future of Bitcoin miners, and the widely anticipated ETF ETF. *This video was recorded on July 12, 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 DAN WEISKOPF: Tidal Financial: https://tidalfinancialgroup.com/ Twitter (@ETFProfessor): https://x.com/ETFProfessor FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:30 - Bitcoin outlook 4:30 - Institutional demand 6:20 - Bitcoin ETF flows 11:29 - ETH ETF 15:00 - Bitcoin miners' costs 19:24 - BLOK ETF 20:57 - MicroStrategy 24:30 - Bitcoin miners' future #investing #bitcoin #economy
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Jul 15, 2024 • 31min

Allan Lichtman Called Past Elections, Reveals 'Keys To The White House'

Allan Licthman, Distinguished Professor of History, American University, discusses the 13 "Keys to the White House." *This video was recorded on July 11, 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 ALLAN LICHTMAN: YouTube: https://www.youtube.com/@AllanLichtmanYouTube Predicting the Next President: The Keys to the White House, 2024: https://www.amazon.ca/Predicting-Next-President-White-House/dp/B0D1MTSN7H/ref=sr_1_1?crid=2TP73DIT899QZ&dib=eyJ2IjoiMSJ9.cxJPdOLiq-RpVJstYn0AW7FNC0UV95nc5CxQCxYf2Fxh4EP5VhsMYm9Mj3GYx6THSYjLetu_uQ8eLIjBtaLuAeGxYNnBWwQ5YF6ZiY9s8oyOdkLe7FemdzZbR7KvTFf-OCjIcP-BimYIwrhseqfsxL9p-JOyMwoE5ngUPmSEIdvUJGl3utZ6hFaTeUsncy4IGXXnL2r3XzlxGteRTC40WRIaKgZjztyzytEMAxg1-whOfb1mltSLs94rXyqM7f2IS4w2TDWHK6kGh8RP8gXsNeQmBIL9nRTjEumpLZ1FmZo.eoKY1GJ19M2u6GY8DVEMS2dKSt4TEL4Om02_9t66yPw&dib_tag=se&keywords=allan+lichtman&qid=1720654643&sprefix=allan+lichtma%2Caps%2C89&sr=8-1 FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:33 - Democratic Convention 4:30 - Charisma 6:19 - Will Biden drop out? 9:03 - Trump's debate performance 11:27 - Debate track record 12:53 - Media coverage of debates 14:36 - Trump in 2016 vs. now 17:55 - Economy 21:15 - Scandals 25:15 - Foreign policy 26:20 - Origin of the "Keys" 28:55 - Demographic changes 29:28 - Technological changes 30:20 - Betting markets #politics #election #economy

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