

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 11, 2025 • 32min
China Starts Hoarding Gold Again, What Happens Next To Price? | Gwen Preston
Gwen Preston, VP Communications of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF
), discusses the outlook for gold in 2025, the impact on the market of recent China central bank buying of gold, and changing trends in the mining sector.
*This video was recorded on January 8, 2025 and is distributed on behalf of West Red Lake Gold Mines
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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
1:00 - China’s central bank buying more gold
5:00 - Drivers of gold price
6:30 - Gold vs. Stocks
12:00 - Gold mining sector
20:18 - West Red Lake Gold

Jan 10, 2025 • 38min
‘The End Is Close’ For Markets; 25% Crash Next | Chris Vermeulen
Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/), discusses the recent pull back for equities and what's next for markets.
*This video was recorded on January 10, 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
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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.

Jan 9, 2025 • 48min
What Happens If Canada Becomes The 51st State | Jay Martin
Jay Martin, Host of the Jay Martin Show and the Vancouver Resource Investment Conference, discusses the impact of the resignation of Prime Minister Trudeau on the economy, as well as the investment implications of a trade war between the U.S. and Canada.
Register for the Vancouver Resource Investment Conference 2025: https://2ly.link/21sBK
*This video was recorded on January 7, 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 JAY MARTIN:
The Jay Martin Show: https://www.youtube.com/@TheJayMartinShow
X (@JayMartinBC): https://twitter.com/JayMartinBC
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
1:30 - Trudeau’s resignation
11:08 - Housing affordability
16:55 - Canada’s hidden wealth
19:45 - Canada’s FDI
23:15 - CAD/USD
26:18 - Ontario energy exports to US
28:00 - Inflation
30:33 - Investment implications
36:00 - Commodities
37:50 - Mining stocks
45:00 - VRIC
#investing #politics #economy

Jan 9, 2025 • 34min
Market About To 'Come Back To Reality’: These Are Warning Signs | Ian Harris
Ian Harris, CEO of Libero Copper (TSXV: LBC, OTCQB: LBCMF), discusses market signals that base metals and other commodities are presenting to investors right now.
*This video was recorded on January 6, 2025 and is disseminated on behalf of Libero Copper & Gold Corp.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
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FOLLOW LIBERO COPPER:
Website: https://www.liberocopper.com/
LinkedIn: https://www.linkedin.com/company/libero-mining/
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Instagram: https://www.instagram.com/liberocopper/
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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.

Jan 8, 2025 • 17min
Trudeau Resigns, Economy Faces Crisis; 1 In 4 Canadians In Poverty
Canadian Prime Minister Justin Trudeau resigns this week. What's next for Canada?
*This video was recorded on January 7th, 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
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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 - Details of Resignation
3:07 - Fellow Liberals Speak Out Against Trudeau
5:40 - Opposition Response
7:35 - Why Liberals Are Unpopular In Canada
8:42 - How The Economy Fell Apart
13:51 - Market Response to Resignation
15:36 - What's Next
#trudeau #canada #economy

Jan 8, 2025 • 44min
Dot-Com Bubble 2.0 Incoming? Why Tech Fund 'Aggressively' Sold Shares | Stephen Yiu
Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the strongest trends in the tech sector for 2025.
*This video was recorded on January 3, 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 STEPHEN YIU:
Blue Whale Growth Fund: https://bluewhale.co.uk/
X (@stephenyiu): https://x.com/stephenyiu
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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
1:00 - Tech bubble?
2:30 - Tech performance
5:33 - Tech valuations
11:00 - Blue Whale selling tech stocks
18:00 - ROI on AI infrastructure
21:10 - Tech overweights
24:55 - NVIDIA
28:45 - AI czar
30:56 - Quantum computing
32:50 - Tesla
35:26 - China’s EV industry
37:43 - Consumer staples and healthcare
39:40 - Tech market crash scenario

Jan 8, 2025 • 46min
Fed Knows Economy Is Weaker Than It Seems, This Is Next Move | Lobo Tiggre
Lobo Tiggre, Editor of The Independent Speculator, discusses inflation as a "global phenomenon", the Fed's plans, and the outlook for commodities.
Learn more about West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF): https://westredlakegold.com/
*This video was recorded on December 20, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
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FOLLOW LOBO TIGGRE:
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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
1:24 - FOMC and inflation
7:00 - Economic outlook
11:38 - Sticky inflation is global phenomenon
16:17 - Government shutdown
18:08 - Hard vs. Soft landing
22:14 - Copper
34:00 - Gold
39:55 - Uranium

Jan 6, 2025 • 27min
What Will Shock Markets In 2025? Bank Of America's Joe Quinlan On Economic Surprises
Joe Quinlan, Head of Market Strategy at Bank of America, discusses the outlook for markets, economic growth, and monetary policy for 2025.
*This video was recorded on December 26, 2024
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Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW JOE QUINLAN:
Bank of America: https://www.bankofamerica.com/
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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
0:30 - Market froth
1:20 - S&P 500 outlook
4:00 - Tariffs and sectors
6:40 - Tariffs
7:20 - Monetary policy
10:11 - Small caps vs. large caps
14:50 - Tech themes 2025
16:45 - Commodities
17:50 - Bond yields
21:10 - Asset allocation
24:18 - Dollar
25:30 - Books to read

Jan 6, 2025 • 36min
Bitcoin To $200k In 2025; Here’s How Strategic Reserve Happens | Fred Thiel
Fred Thiel, CEO of Marathon Digital Holdings (NASDAQ: MARA), discusses the outlook for Bitcoin for 2025.
*This video was recorded on December 23, 2024
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FOLLOW FRED THIEL:
Website: https://www.mara.com/
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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
1:00 - $100k Bitcoin
4:44 - Bitcoin strategic reserve
13:38 - Centralization of Bitcoin risk
16:30 - Government buying Bitcoin
19:50 - Marathon Digital’s plans
21:16 - Miners vs. Bitcoin
25:30 - Bitcoin mining costs
28:11 - Quantum computing hack
35:27 - Changes to Trump admin

Jan 2, 2025 • 35min
Housing Inventory Crisis: Redfin CEO's Bold 2025 Predictions For Real Estate | Glenn Kelman
Glenn Kelman, CEO of Redfin, gives his outlook for the housing market in the U.S. for 2025.
Watch Glenn's last interview with me: https://youtu.be/qtuJpBTsuUU?si=9k03O24FLju9RkJL
*This video was recorded on December 20, 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 GLENN KELMAN:
Redfin: Website: https://www.redfin.com/
Twitter (@glennkelman): https://x.com/glennkelman
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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
1:00 - Monetary policy and mortgage rates
5:25 - Rent prices
7:28 - Home prices
12:57 - Housing starts
16:00 - Flight from urban cities
20:00 - Insurance costs
21:30 - Real estate commissions
24:11 - ‘Plenty of inventory out there’
27:50 - Gen Z and renter
32:30 - Immigration
#housing #realestate #economy