The David Lin Report

Scott Eldridge, CEO of Military Metals Corp, brings his mining and finance expertise to discuss China's ban on critical minerals, specifically antimony. He highlights the urgency for Western nations to find alternative sources as defense demands surge. Eldridge dives into the multifaceted uses of antimony in defense and renewable energy and discusses the economic potential of antimony mining projects in Slovakia and Canada. The conversation stresses the importance of securing a dependable supply chain amid escalating geopolitical tensions.

Jay Singh, Founder of Special Situations Research and former Goldman Sachs Portfolio Manager, shares insights on investment opportunities for 2025. He discusses how Trump's policies could create unique market shifts, particularly in the financial and energy sectors. Singh highlights the challenges of national debt and the implications of new economic strategies. The conversation also touches on U.S. economic resilience and the potential impacts of tangled global dynamics and trade policies on future investments.

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 Philippe Gijsels, Chief Strategy Officer, BNP Paribas Fortis, discusses the coming wave of inflation, outlook for the economy, and the "strongest bull market in the last 100 years" for the commodities sector. *This video was recorded on December 5, 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 PHILIPPE GIJSELS: LinkedIn: https://www.linkedin.com/in/philippe-gijsels-5563131/ X (@pgijselsh): https://x.com/pgijsels?lang=en The New World Economy in 5 Trends: https://www.amazon.ca/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013 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 - Bitcoin 8:00 - Monetary policy outlook 12:45 - Outlook for inflation 17:32 - 2025: extremely volatile year 18:59 - Unemployment 21:28 - QE and inflation 22:49 - U.S. dollar 28:20 - Financial crisis 29:42 - Multi-globalization 33:13 - Commodity bull cycle 36:48 - Most bullish metals

Bitcoin hit $100k for the first time on December 4. Where is the price headed next? This is what experts think. *This video was recorded on December 4, 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 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/ Clem Chambers: https://youtu.be/IXNbpIgFsTE?si=665orTfSWzAVmH67 Chris Vermeulen: https://youtu.be/3vxqtqJNhD4?si=YgYsemqqWvb9Awur Benjamin Cowen: https://youtu.be/Wb_Y8RLSHQg?si=vApSAapS-BjdoDkp Ran Neuner: https://youtu.be/lTrQEs0aYSA?si=CANKVJnkB3YEyRdg Aaron Arnold: https://youtu.be/62Q4ITO71lA?si=l44eG7tsEQPTQqQt Samson Mow: https://youtu.be/QIWC5fNEkWQ?si=APIg0fRbJd5lMi49 Jack Mallers: https://youtu.be/0c_enEuz8Do?si=xPpDe1BnXzzHU699 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 hits $100k 2:50 - Clem Chambers: selling at $100k 5:02 - Chris Vermeulen: next price targets 9:30 - Benjamin Cowen: Bitcoin dominance 13:41 - Ran Neuner: the coming crash 17:41 - Aaron Arnold: best 9 months ahead 21:15 - Samson Mow: $1 million BTC 23:38- Jack Mallers: $1 million BTc 24:48 - Clem Chambers: response to $1 million BTC call #bitcoin #investing #crypto

Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, shares her insights on the future of gold and silver amidst shifting economic landscapes. She delves into how a potential Trump administration could impact U.S. inflation and the dollar. The conversation highlights evolving gold demand, especially in China, contrasting physical ownership with financial products. Shiels also discusses fluctuating prices, forecasting scenarios for both gold and silver, while reflecting on historical investor anxieties and the geopolitical factors influencing current markets.

Mark Zandi, Chief Economist of Moody's Analytics, shares insights on economic growth trends and the likely maneuvers of the Federal Reserve. He raises concerns about overheated asset prices and predicts a potential market correction due to misaligned valuations. Zandi discusses the implications of tax cuts on stock performance and considers the looming risks tied to BRICS tariffs. As credit card spending rises, he warns that financial markets are becoming increasingly 'off kilter,' urging caution in investment strategies.

Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications. *This video was recorded on December 02, 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 TRENNERT: Strategas Asset Management: https://www.strategasasset.com/ X (@JasonTrennert_): https://x.com/JasonTrennert_ 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-:40 - Inflation 3:45 - Could Trump stall rate cuts? 6:31 - “Common Man” CPI 10:23 - Rate cuts and growth 13:40 - Trump’s 100% tariffs threat 16:43 - Asset allocation 19:30 - Cash Flow Aristocrats 20:30 - Interest rate outlook 25:00 - Scott Bessent as Treasury Secretary 27:24 - Best assets of 2025

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Pyotr Kurzin, geopolitical analyst and Host of The Global Gambit, discusses the recent escalations of the Ukraine War, as well as the outlook for America's foreign policy objectives under Trump 2.0 *This video was recorded on November 29, 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 PYOTR KURZIN: The Global Gambit: www.youtube.com/@theglobalgambit Twitter (@PKurzin): https://www.youtube.com/@theglobalgambit 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 1:30 - Putin’s next move against Ukraine 6:36 - Oreshnik missile 10:52 - U.S. aid to Ukraine 13:40 - Putin’s “red lines” 16:45 - Putin and Trump 2.0 21:34 - End of Ukraine War 24:12 - Lebanon - Israel ceasefire 27:40 - Syrian rebels 30:37 - Gaza War 33:15 - Trump and foreign policy 35:00 - Trade War 39:14 - U.S. - China relations 44:26 - The Global Gambit

Matthew Piepenburg, Partner of Von Greyerz AG, discusses the likely impacts of tariffs on inflation and economic growth, outlook for the dollar, and the "crazies times" for the economy. To learn more about Nexgold, visit: https://nexgold.com/ *This video was recorded on November 27, 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 PIEPENBURG: Website: https://goldswitzerland.com/ 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 - Increase in tariffs 6:28 - “It’s going to be inflationary” 10:15 - Economic growth 16:00 - Tax cuts and the debt crisis 18:15 - U.S. dollar “envy of the world”? 22:00 - Weaker dollar 24:20 - Recession outlook 26:30 - Consumer spending 27:56 - Dollar’s reaction to election 31:52 - Gold’s reaction to election 36:30 - Gold’s long-term purpose 39:40 - Geopolitical risk premium 44:41 - Fed and QE #economy #investing #tariffs

Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only! David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term. *This video was recorded on November 26, 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 EVERGREEN GAVEKAL: Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/ Haymaker Substack Page: https://haymaker.substack.com/ Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount) David Hay's X (@Haymaker_0): https://twitter.com/Haymaker_0 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 - What is the Trump trade? 2:40 - Bond market recap 6:10 - Soft or no landing? 7:28 - Retail sales and the consumer 10:00 - Household net worth 11:20 - Real wages 12:25 - Fed monetary policy 13:40 - Global central bank policies 14:34 - U.S. dollar 17:20 - U.S. vs. emerging markets 18:45 - Deficit level 21:40 - Interest rate vs. Inflation 26:10- Tariffs and economic growth 27:25 - Bubble 4.0 31:33 - Alternatives to stocks 32:43 - Valuations point to lower returns 34:20 - Market cyclically 38:33 - U.S. the “envy of the world” 40:45 - Liquidity and market performance 24:45 - Economy now relies on foreign net savings 44:00 - Savings rate 45:30 - Mortgage spreads 48:22 - Mistakes of fixed income portfolios #stocks #economy #investing