The David Lin Report

Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Tavi Costa, Portfolio Manager of Crescat Capital, discusses the peak of the U.S. dollar cycle, and its market consequences. *This video was recorded on December 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 TAVI COSTA: Crescat Capital: https://www.crescat.net/ Twitter (@TaviCosta): https://twitter.com/TaviCosta 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 2:25 - Market sentiment 4:54 - Peak of the dollar 13:40 - Capital rotation 15:00 - Government spending 18:24 - Death of the Dollar 22:09 - Gold and the dollar 23:30 - Bullish assets from lower dollar 26:06 - Tariffs 28:12 - Investing in Latin America 31:15 - The new role of monetary policy 37:40 - Bond yields 39:10 - Mining stocks #dollar #economy #investing

Bitcoin hit a new record of $107k on Monday, December 16. Matthew Tuttle, CEO of Tuttle Capital Management, discusses the outlook and the Bitcoin Strategic Reserve. *This video was recorded on December 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 MATTHEW TUTTLE: Website: https://www.tuttlecap.com/ X (@TuttleCapital): https://x.com/TuttleCapital 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 - Bitcoin reaching new highs 2:30 - Risk of correction? 2:50 - Bitcoin price target 3:38 - Bitcoin strategic reserve 5:19 - Will Bitcoin 2x? 5:47 - Bitcoin to reach gold’s market cap? 8:20 - Bitcoin adoption 10:00 - Russia’s Bitcoin strategic reserve? 11:40 - Allocation to Bitcoin 14:00 - Bitcoin vs. tech stocks 16:10 - Restrictions on AI chips sales 18:39 - Tech sector 20:11 - H.E.A.T. 22:00 - Hedging 25:00 - Options trading strategies

Go to http://groundnews.com/davidlin to understand how today’s headlines impact your financial future. Save 50% off the Ground News Vantage plan and stay fully informed on economics, tech and more. Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, discusses the impact of Trump's trade policies on markets, and the coming of a new monetary system. *This video was recorded on December 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 JIM THORNE: Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/ Twitter (@DrJStrategy): https://twitter.com/DrJStrategy 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 2:00 - Market overview 5:30 - Monetary policy 6:35 - Bond market 8:00 - Inflation 9:10 - Cutting government spending 11:50 - Renegotiate Bretton Woods 15:53 - U.S. dollar 18:34 - 7,000 S&P 500 target 19:25 - Bitcoin outlook 21:03 - CAD/USD 22:05 - Tariffs on Canada 25:50 - Canadian economy problems 26:43 - Best assets for 2025 #bitcoin #investing #economy

Enjoy up to 55% off for Ekster's Christmas sale when you use the code DAVID at checkout https://partner.ekster.com/davidlin Ron Paul, Host of The Liberty Report and former Congressman, discusses the impact of the Department Of Government Efficiency on spending, the root causes of problems in the economy, and economic priorities for the Trump Administration. *This video was recorded on December 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 RON PAUL: The Liberty Report: https://www.youtube.com/channel/UCkJ1N-7g9Q6n7KnriGit-Ig Twitter (@RonPaul): https://twitter.com/RonPaul 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 1:10 - DOGE 3:00 - Root of deficit problem 5:23 - The President on the Fed? 8:41 - Auditing the Fed 10:41 - Liquidation of debt 13:42 - Downsizing the government 17:00 - Balancing the budget 20:22 - Tariffs and trade policies 25:12 - Biggest economic problem

🔒Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off 🙌 Felix Zulauf, Founder of Zulauf Consulting, discusses the market uncertainties and opportunities facing investors in Q1 2025. *This video was recorded on December 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 FELIX ZULAUF: Website: https://www.felixzulauf.com/ Email: info@felixzulauf.com LinkedIn https://www.linkedin.com/company/zulauf-consulting/ YouTube Channel: https://www.youtube.com/@zulaufconsulting 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 - Trump bubble 2:20 - U.S. vs foreign markets 6:16 - Medium-term correction in January 8:55 - 7,000 S&P 500 outlook 13:30 - BoJ and Yen carry trade 16:30 - Money supply and inflation 20:30 - U.S. treasuries: sell of generation 23:26 - Bond yields and Fed policy 25:00 - European economy 27:25 - Chinese and European relations 30:05 - Trump met with Zelensky and Macron 33:50 - Gold 34:20 - Rollercoaster year 35:31 - Energy market 36:50 - Bitcoin #investing #economy #stocks

Morgan Lekstrom, President & Director of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF), discusses the outlook for the U.S. dollar and the "gold arms race" that is underway. *This video was recorded on December 10, 2024 and is sponsored by NexGold 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 NEXGOLD: Website: https://nexgold.com/ X (@NexGoldMining): https://x.com/NexGoldMining 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 1:05 - U.S. dollar 5:10 - Gold vs. U.S. dollar 10:00 - U.S. threatened by BRICS 11:38 - 100% tariffs on BRICS 19:50 - Risk sentiment 22:00 - Gold price outlook 24:12 - “Gold arms race” 28:00 - North American mining stocks 31:31. - Australian mining stocks 34:00 - Mining valuations 34:40 - NexGold’s timeline #economy #investing #stocks

Enjoy 10% OFF on all Hoverpens and free shipping to most countries with code DAVIDLIN: North America / UK / Australia / International: https://bit.ly/davidlin_novium EU: https://bit.ly/davidlin_noviumeu Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses the outlook for Bitcoin, stocks, commodities, and inflation for 2025. *This video was recorded on December 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 MIKE MCGLONE: Twitter (@mikemcglone11): https://twitter.com/mikemcglone11 LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ 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 1:25 - Inflation 3:00 - New market trends 5:04 - $100k Bitcoin 12:40 - U.S. economy vs peers 15:11 - Bitcoin vs. gold 17:18 - Bitcoin vs. stocks 21:49 - Recession and markets 24:00 - Free trade vs. tariffs 25:30 - Market correction in 2025 26:50 - Copper 31:28 - Gold 35:26 - Silver #economy #investing #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Ron Butler, Principal Mortgage Broker at Butler Mortgage and Host of The Angry Mortgage podcast, discusses the outlook for the Canadian real estate market. *This video was recorded on December 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 RON BUTLER: Butler Mortgage: https://www.butlermortgage.ca/ Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-Xg X (@ronmortgageguy): https://x.com/ronmortgageguy 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 1:27 - Will Canada become U.S. state? 2:52 - Trade wars and Canada 3:48 - Canadian economy outlook 4:27 - Catastrophic problem in Toronto 8:28 - Canada’s housing index 12:00 - Foreign buyers’ taxes 13:11 - Immigration and housing demand 14:40 - Outlook for housing 15:45 - Housing market disparity in Canada 19:00 - Canadian banks 20:13 - Mortgage rates 21:42 - Bank of Canada 24:25 - AirBnb crackdown 26:17 - Toronto’s bubble 29:00 - Downpayment rules changed

Gareth Soloway, Chief Market Strategist at Verified Investing, dives into the economic landscape following extensive stimulus measures. He analyzes Bitcoin's potential after hitting $100k and highlights the insane stock valuations that could lead to a bubble. Gareth shares insights on navigating the looming recession, emphasizing the risks of an artificially stimulated economy. He also expresses bullishness on Chinese stocks and precious metals while discussing the complex interplay between inflation, housing, and investor psychology, making for a captivating market outlook.

Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025. *This video was recorded on December 6, 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 EMMANUEL LEMELSON: Lemelson Capital: https://lemelsoncapital.com/ Amvona: https://amvona.com/ Newsletter: https://lemelsoncapital.com/newsletter/ Apple — https://podcasts.apple.com/us/podcast/the-fr-emmanuel-lemelson-podcast/id1738760054 Spotify — https://open.spotify.com/show/1iJukFtx9OvCgBOOwt2WXP?si=1c69f5dc5b49449b https://youtube.com/@Lemelson https://twitter.com/Lemelson https://facebook.com/lemelson/ https://tiktok.com/@fr_emmanuel_lemelson https://instagram.com/lemelson/ https://www.linkedin.com/in/emmanuellemelson/ https://rumble.com/user/FrEmmanuelLemelson 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 - Labor market and economy 3:48 - Deep value 8:11 - Retail sector 13:15 - AI-rally risks “correction” 15:23 - How to analyze financial statements 21:08 - The “myth of diversification” 22:30 - Tech valuation metrics 26:35 - Dave Sacks as “AI and crypto Czar” 30:29 - Peter Navarro as trade advisor 32:16 - Tariffs and recession 34:30 - Faith and investing 36:05 - Common investing mistakes #economy #investing #stocks