The David Lin Report

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Steve Kurz, Founder Partner and Global Head of Asset Management at Galaxy, discusses the impact of the Trump Administration on the crypto industry. *This video was recorded on January 16, 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 STEVE KURZ: Galaxy: https://www.galaxy.com/ X (@SteveKurz): https://x.com/SteveKurz 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 - Bitcoin price post-inauguration 1:33 - Global liquidity vs. Bitcoin 6:39 - $500k Bitcoin 8:32 - Will Bitcoin replace bonds? 11:30 - Strategic reserve with other cryptos 14:20 - Stablecoins and U.S. dollar reserve currency 19:30 - Gen Zs and crypto 22:35 - Institutional crypto changes 27:40 - Crypto regulations 28:24 - Future of cryptos and commercial bankings #bitcoin #crypto #trump

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off *This video was recorded on January 19, 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 CHRIS VERMEULEN: The Technical Traders: https://thetechnicaltraders.com/davidlin/ YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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 - Market action in January 3:20 - One more push higher 5:00 - Investing strategies 13:25 - Is market topping? 16:10 - Gold 18:00 - Asset “revesting” vs. Trading 20:33 - Mistakes Chris made as a trader 23:50 - Trading cryptos #stocks #trading #investing

Thomas Hoenig, former President of the Kansas City Fed (1991-2011), former Vice Chairman of the FDIC (2012-2018), and currently the Distinguished Senior Fellow at the Mercatus Center, says that inflation is unlikely to come down in 2025, which could cause the Fed to pause rate cuts. *This video was recorded on January 14, 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 THOMAS HOENIG: Mercatus Center Discourse: https://www.discoursemagazine.com/ Substack: https://www.finregrag.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 – Inflation won’t come down 3:20 – Fed cut in 2025 6:54 – Fed pandemic policy 12:33 – Economic outlook for 2025 14:46 – Government debt 20:49 – Eliminating the FDIC 23:39 – When the Fed should cut rates 30:43 – Financial regulation  35:53 – California wildfires #economy #inflation #federalreserve

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses changes to the economy after Trump's inauguration. Watch Steve Hanke's last interview with me before the New Year: https://youtu.be/oq8BpG38O3Y?si=HgfO_VImrCiU0cCs *This video was recorded on January 17, 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 STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: hanke@jhu.edu Capital, Interest, And Waiting: https://www.amazon.ca/Capital-Interest-Waiting-Controversies-Additions-ebook/dp/B0D9741TWH 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. #economy #investing #politics

Paul Sankey, President of Sankey Research, discusses the effect of sanctions on Russian oil, and what could happen to energy under Trump as tariffs and a potential trade war loom. *This video was recorded on Jan 14, 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 PAUL SANKEY: Website: https://sankeyresearch.com/ Twitter (@SankeyResearch): https://x.com/crudegusher 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 – Sanctions on Russian oil 4:34 – Oil policy and the economy 11:30 – 2025 oil outlook 16:34 – Trump and the energy industry 18:12 – Oil companies 20:51 – Canada’s proposed energy export ban 27:55 – Middle East tensions #oil #economy #investing

Pyotr Kurzin, Host of The Global Gambit, discusses the recent ceasefire between Israel and Hamas, and the top geopolitical risks that investors need to be paying attention to in 2025. *This video was recorded on January 15, 2026 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 PYOTR KURZIN: The Global Gambit:    / @theglobalgambit   Twitter (@PKurzin):    / @theglobalgambit   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/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 - Israel-Hamas Ceasefire 4:57 - Israel-Iran 7:00 - Hostage release 10:00 - The path towards de-escalation 12:50 - China-U.S. 16:00 - Biggest geopolitical risks #gaza #geopolitics #economy

Shawn Khunkhun, CEO of Dolly Varden Silver (TSX.V:DV | OTCQX: DOLLF), explains why silver will "drastically outperform" gold in the current bull cycle. Vancouver Investment Conference: https://2ly.link/21sBK *This video was recorded on January 13, 2025 and is sponsored by Dolly Varden Silver 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 SHAWN KHUNKHUN: Twitter (@ShawnKhunkhun): https://x.com/shawnkhunkhun?s=21&t=NK... Learn more about Dolly Varden Silver: http://dollyvardensilver.com FOLLOW DOLLY VARDEN SILVER: Twitter (@SilverVarden:) https://x.com/silvervarden?s=21&t=NKa... LinkedIn:   / dolly-varden-silver-corp   Instagram:   / dollyvardensilver1910   Facebook: https://www.facebook.com/dollyvardens... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/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 - Silver market outlook 5:00 - Silver premiums 8:33 - Gold vs. Silver 12:20 - Role of precious metals 16:28 - Consumer sentiment vs. Silver 19:00 - Silver deficit 24:00 - Silver mining industry growth 25:50 - Dolly Varden Silver

Jason Yanowitz, Co-Founder of Blockworks, discusses the changing institutional demand for Bitcoin, and the outlook for altcoins. *This video was recorded on January 14th, 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 JASON YANOWITZ: Blockworks: https://blockworks.co/ X (@JasonYanowitz): https://x.com/JasonYanowitz 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. 1:48 - 6 to12 Month outlook for Bitcoin 7:21 - Why Has Trump Become "Pro Crypto" 10:05 - Crypto Mass Adoption Rate Beats The Internet 13:55 - How Global Remittance & Payments Are Evolving 18:52 - Bitcoin to Replace Bonds in 60/40 Portfolio 20:57 - BTC Reserve Announced in the next 100 days? 27:32 - How Banks will evolve in the near future 33:04 - Institutional Outlook for BTC & Altcoins 37:11 - Why ETH is stagnant #bitcoin #crypto #investing

Thomas Hayes, Managing Member of Great Hill Capital, discusses coming market after Trump's inauguration. *This video was recorded on January 14, 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 THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips 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 - Recent market action 4:48 - Market sentiment 6:41 - Energy 11:52 - Valuations 19:00 - Tech sector

Go to joindeleteme.com/DAVIDLIN and use promo code DAVIDLIN at checkout, or scan the QR code on the screen to get 20% off all U.S. plans. Start taking control of your privacy today! Michael Lee, Founder of Michael Lee Strategy, discusses the latest CPI report and the outlook for stocks. *This video was recorded on January 15, 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 MICHAEL LEE: Website: https://www.michaelleestrategy.com/ X (@MikeLeeStrategy): https://x.com/mikeleestrateg 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 - Inflation and market reaction 3:41 - ‘Powell is political’ 8:46 - Small business optimism 10:33 - Consumer strength 12:43 - Economic growth outlook 14:15 - Tech sector outlook 19:55 - Quantum computing 22:55 - Tech stocks vs. Interest rates 24:44 - TikTok ban 28:55 - Bond yield outlook 32:13 - Autonomous driving #stocks #investing #economy