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The David Lin Report

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May 14, 2024 • 43min

'On The Ledge' Of Systemic Financial Crisis, Fed Is Giving Life Support | Mehrsa Baradaran

Mehrsa Baradaran, Professor of Law at UC Irvine, discusses the risks facing our financial system, as well as the consequences of neoliberalism "looting" America. *This video was recorded on May 9, 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 MEHRSA BARADARAN: Twitter (@MehrsaBaradaran): https://twitter.com/MehrsaBaradaran The Quiet Coup: https://www.amazon.com/Quiet-Coup-Neoliberalism-Looting-America/dp/1324091169 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 - Evolution of banking regulations 7:00 - Should banks fail? 13:20 - Another financial crisis 17:00 - Insuring crypto firms 21:11 - Capitalism and neoliberalism 26:42 - Wealth gap 35:10 - CEO pay 38:15 - Gold standard
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May 13, 2024 • 38min

'China Is Fading', What's Next Will Shake The World | Lars Christensen

Lars Christensen, Associate Professor at the Copenhagen Business School, discusses the outlook for global growth, China's economy, and the future of the dollar. *This video was recorded on May 9, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LARS CHRISTENSEN: Market Monetarist: https://marketmonetarist.com/author/l... LinkedIn:   / lars-christensen-422793   Twitter (@MaMoMVPY):   / mamomvpy   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 1:10 - Slowdown in China 5:58 - China and Japan demographics 7:51 - AI and productivity 10:14 - Developing economies 12:47 - Yuan 19:45 - Capitalism and freedom 21:10 - Globalization 25:58 - Future of global growth 32:56 - Dollar
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May 13, 2024 • 32min

Unprecedented Crisis: Domino Effect Of Defaults On Horizon | Nomi Prins

Dr. Nomi Prins, best-selling author and geo-economist, discusses the permanent distortions on the economy created by central bank policies, and the dangers facing the economy in 2024 and beyond. *This video was recorded on May 8, 2024 Nomi's last interview with me in August, 2023:    • Rate Hikes Are Over, But Bank Failure...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NOMI PRINS: Nomi Prins: https://nomiprins.com/ Twitter (@nomiprins):   / nomiprins   "Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever": https://rb.gy/3o0rw "Collusion: How Central Bankers Rigged the World": https://rb.gy/9lj0n "All The Presidents’ Bankers: The Hidden Alliances That Drive American Power": https://rb.gy/rdpnr 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 - Economic slowdown 6:13 - Collusion 9:56 - Shifting of super powers 12:50 - U.S. dollar hegemony 15:00 - Fed rate cuts 20:43 - Inflation 22:43 - Domino effect of failures 24:20 - Labor market 25:24 - Geopolitical risks 29:00 - Investment implications
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May 11, 2024 • 1h 3min

Peter Schiff and Steve Hanke Debate Inflation, Debt Crisis, Dedollarization

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, to debate their inflation outlook, causes of inflation, future of monetary policy, economic growth outlook, and interest rates. *This video was recorded on May 9, 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 PETER SCHIFF: Twitter (@PeterSchiff):   / peterschiff   Instagram (peterschiff):   / peterschiff   TikTok (peterschiffofficial):   / peterschiffofficial   The Peter Schiff Show:    / @peterschiff   Schiff Radio: https://schiffradio.com/ Euro Pacific Funds: https://europacificfunds.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 1:47 - Inflation outlook 18:35 - Fed monetary policy 29:00 - Causes of inflation 36:40 - Economic growth outlook 52:50 - Investment implications 55:10 - Dedollorization 56:55 - Bond yields outlook 59:50 - Bitcoin 1:00:56 - Peter Schiff 1:02:06 - Steve Hanke
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May 11, 2024 • 20min

'Fragilities' In Economy Exposed; 'Breakage' Is Next | Alfonso Peccatiello

Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage". 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 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ALFONSO PECCATIELLO: Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: https://www.themacrocompass.com/subsc... Twitter (@MacroAlf):   / macroalf   Email: fund@themacrocompass.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 1:45 - Hedge fund strategy 2:24 - Fragilities 4:18 - Debt servicing costs 7:00 - Private debt 9:30 - Disinflation 12:25 - Gold vs currencies 15:05 - Investment implications 18:30 - How many Fed cuts this year 19:30 - Global growth
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May 10, 2024 • 46min

Why Warren Buffett Is Raising Cash: Market 'Euphoria' In Final Stage | Bill Smead

Brain.fm is the best focus music I’ve ever tried - get 30 days free here: brain.fm/DavidLin Bill Smead, Chairman of Smead Capital Management, discusses the late stages of market euphoria. *This video was recorded on May 9, 2024 Bill's previous interview with me:    • Brace For 'Ultimate Reckoning' Once I...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SMEAD CAPITAL: Website: https://smeadcap.com/ Twitter (@SmeadCap):   / smeadcap   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 0:50 - Berkshire Hathaway and cash 4:33 - Markets entering new era 19:20 - Passive investing 22:20 - Valuations and investing 30:55 - Energy sector 36:45 - Inflation and monetary policy 40:46 - Financials sector
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May 10, 2024 • 43min

Banking Crisis Imminent? Bloomberg Chief Economist Reveals Study

Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the risks that the banking sector in the U.S. faces, the most likely course of action from the Federal Reserve, and the outlook for inflation. Sign up for an IRA with ITrust today using this link: https://itrust.capital/David *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ANNA WONG: Twitter (@AnnaEconomist):   / annaeconomist   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 - Fed monetary policy 7:35- Inflation 13:51 - CRE and banking sector 21:55 - Housing 31:12 - Population shock
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May 9, 2024 • 36min

Market Bubble Popping Now? Bull Run Over Says Gary Shilling

"​Get more out of your credit cards with Kudos → https://save.onelink.me/4iKP/davidlin ​💰 Use code “DAVIDLIN” and get $20.00 back after your first eligible purchase!" Gary Shilling, President of A. Gary Shilling & Co., discusses market outlook, possible deflation coming, and how the Fed is "stuck". *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling):   / agaryshilling   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 1:12 - Bull run over? 5:00 - Long-run returns 8:45 - Deflation 18:10 - AI and wages 20:55 - Fed monetary policy 23:20 - Bank failures 25:40 - Market sentiment 27:42 - 'Speculative' assets 30:26 - Career advice
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May 9, 2024 • 33min

Be ‘Absolutely Worried’ About Pretty Big Market Correction | Dan Niles

Dan Niles, Founder of Niles Investment Management, discusses valuations for the stock market indices, as well as the large tech stocks that will likely outperform or underperform. *This video was recorded on May 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAN NILES: Niles Investment Management: https://www.nilesinvestmentmanagement... Twitter (@DanielTNiles):   / danieltniles   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 - Tech sector overview 3:44 - High valuations 10:27 - S&P 500 outlook 13:07 - Mag 7 stocks and leverage 14:10 - Google and AI 22:35 - Tesla and EV 28:25 - Nvidia 30:38 - Amazon
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May 8, 2024 • 43min

Is War With China Coming? Expert Explains Signals And Next Moves | Rebecca Liao

Rebecca Liao, founder of Saga, and former foreign policy advisor for Hilary Clinton and Joe Biden's campaigns, discusses the current state of Sino-U.S. relations, as well as the future of Web 3 gaming. *This video was recorded on April 30, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW REBECCA LIAO: Website: https://rebeccaliao.com/about/ Saga: https://www.saga.xyz/ Twitter (@beccaliao):   / beccaliao   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 0:50 - Rebecca's background 2:34 - Foreign policy towards China 11:56 - Tariffs on China 13:00 - Competition with Chinese companies 23:30 - Second term President and China 26:17 - Saga 27:55 - Web3 gaming

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