The David Lin Report

Julia Pollak, Chief Economist at ZipRecruiter, discusses the current state of the labor market and the outlook for which sectors will see the most or least growth in jobs. *This video was recorded on November 14, 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 JULIA POLLAK: ZipRecruiter Economic Research: https://www.ziprecruiter-research.org/ X (@juliaonjobs): https://x.com/juliaonjobs 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 1:20 - Unemployment rate 3:23 - Pay increase between quitting and staying 5:29 - Blue vs. White collar labor force 6:20 - Sectors with most growth 7:10 - Weaker sectors 8:50 - How election will affect hiring 11:20 - Real wage increases 13:23 - Inflation and real wage 15:15 - Immigration and the labor force 17:26 - Challenges to labor market strength 19:20 - Quits rate 21:44 - Neutral rate of unemployment 23:11 - AI and labor market 24:51 - Labor force participation rate #economy #jobs #layoffs

Ed Yardeni, President of Yardeni Research, doubles down on his 8,000 S&P 500 call, but warns that an escalation of tariffs could throw the economy off balance. *This video was recorded on November 15, 2024 Watch Ed Yardeni’s last interview with me: https://youtu.be/X_R8YV4x8rI?si=_Lmar38KYEL6lHcH 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 EDWARD YARDENI: Yardeni QuickTakes: https://www.yardeniquicktakes.com/ Twitter (@yardeni): https://twitter.com/yardeni 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 2.0 bullish market 4:40 - Deficits and markets 6:00 - Tariffs and the Great Depression 15:00 - Outlook for inflation 19:00 - PMI and recession 21:35 - Savings rate 24:15 - Managers’ sentiment 27:15 - Citigroup Surprise Index 30:51 - Sector preference #economy #investing #stocks

Benjamin Cowen, Founder of Into The Cryptoverse, discusses his outlook for Bitcoin dominance, price cycles, the relationship between Bitcoin and the economy. Get access to the Into The Cryptoverse analytics platform: https://intothecryptoverse.com/c/davidlin. Use my code DAVIDLIN for 10% off subscriptions Watch Benjamin's last interview with me: https://youtu.be/WbzC0i619XA?si=MmJ-FKR1mXIQKeAr *This video was recorded on November 18, 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 BENJAMIN COWEN: Into The Cryptoverse: https://intothecryptoverse.com/c/davidlin YouTube: https://www.youtube.com/@intothecryptoverse Twitter (@intocryptoverse): https://twitter.com/intocryptoverse 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 - Bitcoin dominance target 6:00 - Bitcoin’s price range 9:00 - Bitcoin repeating 2019 cycle 12:32 - Liquidity and Bitcoin 14:40 - USD and Bitcoin 18:39 - Fed monetary policy 21:00 - $100k Bitcoin 26:10 - Bitcoin social risk 32:20 - Bitcoin dominance last cycle 35:00 - XRP 37:20 - Ethereum 31:28 - Crypto portfolio allocation #bitcoin #crypto #investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Peter Grandich, Founder of Peter Grandich & Co., discusses the biggest challenges and opportunities facing investors following the Trump win. Watch the last interview with Peter: https://youtu.be/y3zEfzz3DAI?si=rq_uB0tts-WB-Dx8 *This video was recorded on November 15, 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 PETER GRANDICH: Twitter (@PeterGrandich): https://twitter.com/PeterGrandich Peter Grandich & Co.: https://petergrandich.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 - Intro 1:00 - Political sentiment after Trump win 4:00 - Precious metals 9:25 - Tariffs and markets 12:00 - Government efficiency 15:45 - Tariffs and Great Depression 18:13 - Tax cuts 20:19 - Student loan forgiveness 21:53 - Preventing WW3 28:17 - Long-term interest rates 34:20 - Medicare under Trump 35:50 - Retirement planning #economy #investing #stocks

Joel Salatin, co-owner of Polyface Farms and a best-selling author, dives into America's looming food crisis and its impact on health. He discusses the alarming rise in obesity, critiquing government dietary guidelines. Salatin emphasizes the need for sustainable farming practices and the role of tariffs in food supply. He advocates for a return to nutrient-dense foods and personal responsibility in cooking. The conversation also touches on the importance of engaging with local agriculture to improve national health and food accessibility.

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Thomas Hayes, Managing Member of Great Hill Capital, discusses the Trump trades that are completely different to what people expect. *This video was recorded on November 15, 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 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 0:50 - Post-Trump win market moves 3:00 - Tariffs’ impact on markets 7:36 - Dollar under last Trump Presidency 13:26 - Surprise market moves 2017-2021 19:28 - Recession outlook 22:20 - The opposite of what most people think 20:20 - Debt and financial crisis 32:50 - Inflation #economy #investing #stocks

Sheila Bair, former Chair of the FDIC, discusses the causes of inflation, the potential cause of the next financial crisis, and the current health of the U.S. banking sector. *This video was recorded on November 14, 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 SHEILA BAIR: X (@SheilaBair2013): https://x.com/SheilaBair2013 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 - Causes of inflation 5:30 - Fed response to fiscal policy 10:15 - U.S. debt to drive next financial crisis 17:35 - D.O.G.E. 21:30 - Health of banking sector 25:50 - Cryptocurrencies and banking #economy #inflation #investing

Gary Thompson, CEO of Silver47 (TSXV: AGA), discusses the long-term supply and demand fundamentals for silver. *This video was recorded on November 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 GARY THOMPSON: Silver47: https://www.silver47.ca/ X (@Silver47co): https://x.com/Silver47co 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 - #gold #silver #investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Aaron Arnold, Co-Host of Altcoin Daily, discusses the recent Bitcoin move to above $90k and what's next for cryptocurrencies. a *This video was recorded on November 13, 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 ALTCOIN DAILY: YouTube: https://www.youtube.com/@AltcoinDaily Twitter (@AltcoinDailyio): https://twitter.com/AltcoinDailyio 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 1:20 - Sentiment in the crypto markets 3:00 - Cryptos are about to explode 5:26 - Bitcoin cycles 9:40 - New Administration and crypto 15:50 - Bitcoin vs. Alt coins 17:00 - Is altcoin season here? 21:35 - D.O.G.E 24:00 - Bitcoin strategic reserve 27:00 - Bitcoin dominance #bitcoin #economy #crypto

Gary Wagner, Editor of TheGoldForecast.com, discusses the recent drop in gold price and the outlook for the price from here. Watch Gary's last interview with me: https://youtu.be/7vVl6HkPkCM?si=9TSHJlDDIYF84u6U *This video was recorded on November 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 GARY WAGNER: The Gold Forecast: https://thegoldforecast.com/pricing. Get 30% off if you use the coupon code DavidLin Twitter (@garyswagner): https://twitter.com/garyswagner YouTube: https://www.youtube.com/@Thegoldforecast 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 sentiment shift 2:16 - Dollar and gold 3:28 - Gold and geopolitics 5:25 - Inflation and bond yields 6:28 - Gold price technicals 15:09 - Upside target for gold 18:55 - Gold’s floor 22:45 - Silver 25:00 - What to do with gold #economy #trading #gold