Michael Gayed, Publisher of the Lead-Lag Report, discusses a "concentration bubble" brewing. Year-to-date, the tech sector is the only sector beating the S&P 500 benchmark. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on June 18, 2024 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 1:13 - Concentration risk 3:17 - 10-year yield 5:22 - Tech vs “market” 9:43 - Lumber/gold ratio 12:30 - Biotech 13:07 - VIX 14:30 - Sectors diverging from S&P 16:57 - Blow-off top 17:50 - Equities vs. Inflation 20:33 - Recession trigger #economy #stocks #investing

Krishnamurthy Subramanian, Former Chief Economic Advisor for the Government of India, and the current Executive Director for India, Bangladesh, Sri Lanka, and Bhutan at the IMF, discusses his forecast for the growth rate of the Indian economy over the next few decades. *This video was recorded on June 17, 2024 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: 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 1:30 - Modi’s election 6:00 - “Make In India” 13:15 - Improving standard of living 17:55 - Growth forecast 29:40 - Brain drain 34:36 - Gender imbalance 39:00 - Economic composition 42:25 - Indian rupee #india #economy #modi

Bryan Slusarchuk, CEO of Great Pacific Gold Corp., discusses the long-term outlook for gold and copper. This video was conducted on behalf of Great Pacific Gold Corp, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/dis... *This video was recorded on June 14, 2024, and is sponsored by Great Pacific Gold Corp. Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... 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 1:14 - Gold 13:38 - Copper 21:07 - Mining in Canada 23:45 - Mining in Papua New Guinea #commodities #investing #mining

Learn more about Caleb & Brown at: https://bit.ly/candbdavidlin Mike McGlone, Senior Commodity Strategist of Bloomberg Intelligence, discusses his outlook for the economy, stocks, Bitcoin, and commodities. Mike's last interview with me: https://youtu.be/kxEXmq67oBI?si=bU8NV... *This video was recorded on June 17, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW MIKE MCGLONE: Twitter (@mikemcglone11): https://twitter.com/mikemcglone11 LinkedIn: https://www.linkedin.com/in/mike-mcgl... 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 - Inflation 6:34 - Stocks 9:45 - Interest rates 13:39 - Petrodollar 16:23 - Oil 22:18 - Copper 25:24 - Bitcoin 31:25 - Gold #investing #economy #stocks

The IEA projects a peak of oil demand by 2029, followed by "spare capacity never seen before other than at the height" of the 2020 era of excess supply. Doomberg and Paul Sankey, President of Sankey Research, discuss their analysis and projections for the future of the energy market. You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin *This video was recorded on Jun 14, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DOOMBERG: Website: https://doomberg.com/ Substack: https://doomberg.substack.com/ FOLLOW PAUL SANKEY: Website: https://sankeyresearch.com/ Twitter (@SankeyResearch):   / sankeyresearch   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 - Oil price outlook 8:30 - IEA supply forecast 20:10 - Reversal of green policies you 35:00 - EVS 37:50 - Petrodollar #oil #investing #economy

George Selgin, Senior Fellow of the Cato Institute, discusses what brought the economy out of the last Great Depression of the 1930s, and whether or not the economy of today shows any parallels and similarities. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on June 11, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GEORGE SELGIN: Twitter (@GeorgeSelgin): https://x.com/GeorgeSelgin The Menace of Fiscal QE: https://www.amazon.ca/Menace-Fiscal-Q... 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 0:40 - The Great Depression 9:00 - What cured the last Depression 14:35 - Stimulus 17:00 - Protectionism and globalization 21:55 - Unemployment 25:00 - Bitcoin 27:16 - Gold 29:50 - Stock market crash 35:16 - AI and the economy #investing #economy #bitcoin

Danielle DiMartino Booth, CEO of QI Research, recaps the latest June FOMC meeting, and discusses the accelerating bankruptcy cycle's impact on the labor market and inflation. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on June 13, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DANIELLE DIMARTINO BOOTH: QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/M... Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth 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 1:45 - FOMC recap 4:48 - Bankruptcies 7:50 - Labor market 9:40 - Dot plots 12:40 - GDP outlook 15:33 - Consumer spending 16:47 - Treasury yields 17:20- Stock market outlook 19:28 - Inflation outlook 21:16 - Dollar index 22:30 - Elections around the world #investing #economy #federalreserve

Brien Lundin, Editor of Gold Newsletter, discusses the "inescapable debt trap" that could devalue currencies, and the assets that will likely outperform in the coming years. *This video was recorded on June 4, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW BRIEN LUNDIN: Gold Newsletter: https://goldnewsletter.com/ Twitter (@Brien_Lundin): https://x.com/Brien_Lundin New Orleans Investment Conference: https://neworleansconference.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 1:09 - GPUs and data centers 4:40 - Nuclear power 6:20 - Uranium 11:20 - Copper 16:37 - Mining stocks 21:48 - Unsustainable debt 28:48 - Fed monetary policy 34:17 - Investment implications 40:10 - Soft landing 42:43 - New Orleans Investment Conference #economy #investing #commodities

Lobo Tiggre, Editor of The Independent Speculator, recaps the market's reaction to the June FOMC meeting decision, and gives his outlook on the economy and comoodities. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on June 12, 2024 Lobo's last interview with me in March, 2024: https://youtu.be/BTacLxPlNxo?si=15Giq... Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LOBO TIGGRE: The Independent Speculator: https://independentspeculator.com/ Twitter (@duediligenceguy): https://twitter.com/duediligenceguy 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 - Market reaction to FOMC 5:48 - Fed's reaction to inflation data 9:22 - Inflation outlook 14:22 - Copper 21:44 - Gold 25:14 - Mining stocks 28:26 - Warren Buffett vs. gold 36:00 - Mining M&A #investing #economy #federalreserve

Economist Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses why the Federal Reserve is staying put on rates while other central banks have been cutting. He forecasts when the Fed is likely to pivot, and what will happen to the economy before then. *This video was recorded on June 10, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: hanke@jhu.edu 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 0:40 - Labor market recap 4:47 - Deflation vs. inflation 10:06 - Fed policy outlook 14:50 - 2% inflation target 25:09 - Debt maturing 28:48 - Dedollarization 35:30 - Ukraine war #economy #economics #investing