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The David Lin Report

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May 23, 2024 • 35min

Unemployment Reached 'Critical Mass', Not Since 2008 Has This Happened | Danielle DiMartino Booth

Danielle DiMartino Booth, CEO of QI Research, discusses how the economy has reached a "critical mass" of unemployment and labor market deterioration. 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 May 22, 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: 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 1:30 - Recession landed 3:00 - Birth-death model 4:30 - Nonfarm payrolls 7:34 - Fed and rate cuts 12:10 - Refi risks and housing 17:00 - Sahm Rule 18:55 - Recession and markets 24:50 - What would cause financial crisis? 26:10 - Credit score inflation 27:45 - Economic outlook 32:10 - Living standards #investing #economy #recession
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May 22, 2024 • 36min

'Mega Crisis' Is Here: Assets That Will Survive Coming 'Fourth Turning'| David Hay

Sign up with Kalshi using http://kalshi.com/davidlin and get $20 after depositing $100. David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles. *This video was recorded on May 21, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAVID HAY: Haymaker Substack Page: https://haymaker.substack.com/ Dave's Biographical Page: https://evergreengavekal.com/team/dav... Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-hist... (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: https://evergreengavekal.com/compatib... LinkedIn:   / davidhayevergreencapital   Twitter (@Haymaker_0):   / haymaker_0   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 - Preferred assets 4:07 - Platinum and palladium 8:30 - Copper 12:40 - Labor market 17:00 - Asset allocation 20:16 - Bond yields 22:38 - Ray Dalio's advice 28:55 - Good value assets 32:30 - Bubble 3.5 #investing #economy #markets
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May 21, 2024 • 47min

Market Wildcards: Terrorism Threats, Geopolitical Hotspots | Lewis Sage-Passant

Lewis Sage-Passant, who formerly worked for British military intelligence and is now the Global Head of Intelligence at Novo Nordisk, discusses the threats of terrorism, war, and current geopolitical hotspots around the world. *This video was recorded on May 20, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... LEWIS SAGE-PASSANT Twitter (@LSagePassant): https://x.com/LSagePassant Encyclopedia Geopolitica: https://encyclopediageopolitica.com/ YouTube:    / @encyclopediageopolitica2744   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 1:29 - Lewis’ background 2:59 - Terrorism 11:50 - Taiwan Strait 18:51 - Iran-Israel 27:00 - War in Ukraine 37:02 - Global security risks #investing #geopolitics #economy
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May 20, 2024 • 48min

Brink Of Civil War? Economy Enter ‘Suffering Phase’, Threat Of Violence Real | Adrian Day

Enjoy 10% OFF on all Hoverpens and free shipping to most countries with code DAVIDLIN North America & other countries: https://bit.ly/davidlin_novium UK & Europe: https://bit.ly/davidlin_noviumeu Adrian Day, President of Adrian Day Asset Management, discusses the the coming "suffering phase" for most people as interest rates stay higher for longer. *This video was recorded on May 17, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ 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 1:27 - Inflation 4:17 - Higher rates for longer 6:19 - Economic growth 13:42 - Labor market 16:00 - Fed monetary policy 18:00 - Ray Dalio's civil war prediction 23:00 - China sells U.S. treasuries 28:45 - Gold price recap 35:00 - Gold miners 41:19 - Gold price outlook 44:54 - Junior vs senior gold stocks #stocks #investing #economy
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May 20, 2024 • 52min

Art Laffer & Steve Hanke: Is Great Depression 2.0 And Poverty Coming?

Arthur Laffer, Chairman of Laffer Associates and Steve Hanke, Professor of Applied Economics At Johns Hopkins University, discuss the biggest problems the economy faces and how to solve them. *This video was recorded on May 15, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW STEVE HANKE: Twitter (@steve_hanke):   / steve_hanke   Email: hanke@jhu.edu FOLLOW ARTHUR LAFFER: The Laffer Center: https://laffercenter.org/ 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. #economy #economics #investing
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May 18, 2024 • 33min

Market Crash Signals Flashing But This Sector Is About To Explode | Chris Vermeulen

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 Chris Vermeulen, Chief Market Strategist of The Technical Traders.com, analyzes the latest market momentum, and predicts much more upside for gold and gold stocks. Chris' last interview with me:    • Will Market Correction Continue? 'I F...   *This video was recorded on May 17, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW CHRIS VERMEULEN: The Tech Traders https://thetechnicaltraders.com/membe... Twitter (@TheTechTraders):   / thetechtraders   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 1:17 - Momentum 4:06 - Early warning signals 6:40 - VIX 8:55 - Meme stocks 12:30 - Tech stocks 16:24 - Chris’ trading strategy 23:55 - Gold and gold stocks 31:05 - The Technical Traders #stocks #gold #trading
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May 17, 2024 • 31min

Will Bitcoin Crash 50%? 'Volatility Ahead' Before Fed Cuts | Kevin Maloney

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Kevin Maloney, CEO of iTrust Capital discusses the recent Bitcoin price action, inflation, outlook for Fed monetary policy. Kevin's last interview with me in April:    • Brace For Bitcoin Price Correction, H...   *This video was recorded on May 16, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ITRUST CAPITAL: Website: https://itrust.capital/David Twitter (@iTrustCapital):   / david   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 1:20 - Bitcoin price update 6:10 - Institutional demand 8:50 - When will the Fed cut rates? 12:30 - Bitcoin vs. monetary policy 13:50 - Meme stocks and cryptos 24:37 - iTrust Capital #bitcoin #crypto #investing
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May 17, 2024 • 42min

World In More ‘Threatening State’, Volatility Ahead, Warns Former BoE Economist | Charles Goodhart

Charles Goodhart, Former Monetary Advisor to the Bank Of England, explains the biggest problems that the world economies are facing today, and potential solutions to these crises. *This video was recorded on Mary 13, 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 CHARLES GOODHART: Amazon: https://www.amazon.ca/Great-Demographic-Reversal-Societies-Inequality/dp/3030426564 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 1:54 - Future equity market returns 8:50 - Fiscal policy 11:26 - Inflation vs. Deflation 15:00 - Unsustainable deficit level 18:51 - BoE gold reserves 21:29 - Goodhart’s Law 30:44 - Evaluating the Fed 32:45 - Inflation targeting #investing #economy #stocks
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May 16, 2024 • 30min

Hundreds Of Banks Face 'Serious Challenges', How Many Will Fail? | Brian Graham

Brian Graham, Partner at Klaros Group, discusses the risks that the banking sector faces. Sign up for an IRA with ITrust today using this link: https://itrust.capital/David *This video was recorded on May 14, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... BRIAN GRAHAM: Klaros Group: https://www.klaros.com/ 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 1:13 - How many banks are stressed? 4:05 - Stress tests on banks 7:15 - Capital requirements 11:15 - Bank mergers 19:22 - Commercial real estate 25:30 - Interest rate outlook #banks #economy #stocks
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May 15, 2024 • 42min

Stocks Topping Soon, Recession By September, Economy Slowing ‘Quickly’ | Gareth Soloway

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 Gareth Soloway, Chief Market Strategist of Verified Investing.com, breaks down the most recent inflation report, and discusses his updated outlook for stocks, Bitcoin, commodities, and the dollar. *This video was recorded on May 15, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway):   / garethsoloway   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 1:00 - Inflation report 5:12 - Oil 7:35 - Inflation expectations 8:33 - Recession outlook 11:26 - Wall Street Bets meme stocks 14:19 - Gareth's recent trades 15:46 - Stocks 24:55 - Bitcoin 31:00 - Gold 34:05 - Dollar 35:00 - Most bullish asset 37:53 - Copper 38:18 - Most bearish asset 39:00 - Verified Investing

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