The David Lin Report

Doomberg, Head Writer of the Doomberg Substack, discusses impact on the energy markets of an Israeli retaliation against Iran, long-term demand outlook for oil, and California's looming "energy crisis". Watch the interview with Doomberg from April in which we discussed the worst case scenario for oil: https://youtu.be/MgNqa9l4xh0?si=5lyN2do01o4RatKV *This video was recorded on October 17, 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 DOOMBERG: Website: https://doomberg.com/ Substack: https://doomberg.substack.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. 00:00 - Intro: Middle East Tensions and Oil 01:15 - Israel-Iran Conflict and Oil Supply 04:00 - October 1st: Geopolitical Game Changer 06:45 - OPEC's Oil Demand Forecast 08:30 - Strait of Hormuz and Oil Disruption Risk 10:00 - Market Reactions to Middle East Tensions 12:45 - Doomberg on Oil Demand Through 2030 15:30 - Energy Efficiency and Consumption 17:00 - Future of Power Sources: Gas, Nuclear, Renewables 19:00 - California’s Energy Crisis 25:00 - Conclusion: Global Energy Outlook #economy #oil #investing

Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/ Willy Walker, CEO & Chairman of Walker & Dunlop, discusses the outlook for commercial real estate, interest rates, housing prices, and rent. *This video was recorded on October 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 WILLY WALKER: Walker & Dunlop: https://www.walkerdunlop.com/ Walker Webcast: https://www.walkerdunlop.com/webcast X (@WalkerDunlop): https://x.com/walkerdunlop YouTube: https://www.youtube.com/walkerdunlop LinkedIn: https://www.linkedin.com/company/walker-dunlop/ Facebook: https://www.facebook.com/WalkerDunlop Instagram: https://www.instagram.com/walkerdunlop 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. 00:00 - Intro: Commercial Real Estate in Distress? 01:06 - U.S. Commercial Real Estate: State of the Market 03:33 - The Federal Reserve's Rate Cut and Its Impact 06:16 - Sponsor: Caleb and Brown Crypto Brokerage 07:19 - Return to Office Trend 08:58 - Renting vs. Owning in Today's Market 11:17 - Housing Affordability: An Election Issue 13:19 - Increasing Supply for Housing Affordability 15:01 - Multifamily vs. Single-Family Home Trends 18:12 - The Impact of Housing on Inflation and Energy Policies 19:45 - Shelter Component of CPI and Rent Trends 21:21 - Pandemic Effects on Housing Supply and Demand 24:19 - Banking Liquidity and New Loans for Real Estate 26:09 - Office and Retail Space Outlook 29:00 - 30-Year Mortgage Rate Predictions 31:32 - Trapped Homeowners and Future Market Trends 33:13 - Consumer Confidence: Trump vs. Biden 34:20 - Trump vs. Harris on Immigration and Housing Demand 35:57 - The Role of GDP Growth and Tax Policy in Housing 36:45 - Closing Remarks #realestate #housing #economy

Aram Nerguizian, senior associate with the Arleigh A. Burke Chair in Strategy at CSIS, discusses the current situation in Lebanon, what the Lebanese Armed Forces is doing in response to Israel's strikes, what what's next in the war. *This video was recorded on October 16, 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 ARAM NERGUIZIAN: CSIS: https://www.csis.org/ X (@AramNerguizian): https://x.com/AramNerguizian 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. 00:00 Israel Strikes Beirut 00:49 Hezbollah and Iran's Role 01:14 Israeli Invasion and Retaliation 01:43 UNIFIL's Mandate and Challenges 02:29 Hezbollah's Tactics and Impact 05:12 Israeli Defense Forces' Objectives 06:59 IDF's Limited Incursion 07:24 Comparing to 2006 Lebanon War 09:17 Hezbollah's Command and Control 10:20 Lebanese Armed Forces' Role 12:10 Civilian Casualties and Displacement 13:39 Israel's Strategic Objectives 16:45 Hezbollah’s Alliances and Operations 18:24 Human Shields and Warfare Tactics 19:39 Israel’s Long-Term Goals in Lebanon 21:37 Hezbollah's Ability to Hurt Israel 22:26 Iran's Role in Reconstituting Hezbollah 23:49 Strategic Evolution and Lebanon's Future 24:14 Conclusion #geopolitics #israellebanonconflict #middleeast

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s. *This video was recorded on October 11, 2024 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 ERIC JACKSON: EMJ Capital: https://emjcapital.ltd/ X (@ericjackson): https://x.com/ericjackson 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 - "Everything Rally" Is Here 3:13 - Comparing 1982 To Today 7:35 - Bond Yields And Stocks 10:52 - Fed 50 Bps Cuts During Crises 12:48 - What Is "Everything Rally" 14:20 - Conditions For Bull Run Today 17:32 - China's Stimulus 18:40 - Inflation Vs. Tech Stocks 22:00 - Stock Market Ex-Mag 7 26:20 - Capital Rotation Out Of Big Tech 27:45 - NVIDIA 29:20 - Tech Valuations 31:10 - What Could Turn Eric Bearish? 33:00 - Is Tech Recession-Proof? #stocks #investing #economy

E.B. Tucker, Editor of The Tucker Letter, explains the why markets are overdue for a "mini panic" and what is needed for this to happen. *This video was recorded on October 9, 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 E.B. TUCKER: The Tucker Letter: https://thetuckerletter.substack.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 0:22 - E.B. Tucker's Market Outlook 2:02 - Fed and Rate Cuts 3:44 - Recession or Market Panic? 5:51 - Fed Balance Sheet Growth 7:21 - Commodities Outlook 13:03 - Gold Mining Challenges 16:05 - Gold vs. Stocks 19:00 - US Economy and Mining 21:09 - Florida Real Estate Market 23:02 - Economic Panics 27:12 - 401K and Stock Market Impact 30:40 - Gold Outlook 2025 32:17 - US Election Impact 37:39 - Economic Downturn Triggers 40:47 - Tucker Letter & New Book Release #investing #economy #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) gives his year-end market forecast. Watch Chris's last interview with me: https://youtu.be/c4n5GHpNDRs?si=Rh4AZM_CNHPUKmzX *This video was recorded on October 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 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 - New all-time highs 2:50 - Year-end target 9:45 - Market trends in Q4 2024 12:20 - Elections and markets 16:30 - Betting against the markets? 18:40 - Cusp of market hitting the top 19:20 - Gold and stocks 23:00 - Oil and stocks 27:00- Oil to breakdown 29:24 - Real estate 31:20 - Utilities 34:55 - Real estate as hedge? 40:50 - Asset Revesting #stocks #trading #investing

Phillip Swagel, 10th Director of the Congressional Budget Office, explains what's driving the widening U.S. federal debt, deficits, and how "at some point it will be a problem". *This video was recorded on October 10, 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 THE CBO: CBO Website: https://www.cbo.gov/ X (@USCBO): https://x.com/USCBO 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. 00:00 - Introduction and Fiscal Projections 01:49 - Deficit Trends and Historical Comparisons 03:36 - Economic Recovery Amid Record Deficits 05:24 - Key Drivers of Debt and Deficit Growth 08:02 - Rising Interest Payments and Their Impact 10:27 - Sustainability of U.S. Fiscal Policies 12:05 - Inflation Risks from Growing Deficits 13:56 - Interaction Between Federal Reserve and Treasury 15:15 - Revenue Projections and Expiring Tax Cuts 18:35 - Financial Sector Risks 21:00 - Federal Deficits and Economic Growth 24:15 - Closing Remarks and Future Outlook #economy #investing #economics

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worst-case" that could cause an oil market shock and send prices beyond $200 a barrel. *This video was recorded on October 11, 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 BJARNE SCHIELDROP: SEB Research: https://research.sebgroup.com/ X (@BjarneSchieldro): https://x.com/BjarneSchieldro 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. 00:00 - $350 Oil “Worst-Case” Scenario 02:02 - Strait of Hormuz’s Strategic Importance 04:07 - Alternative Pipelines and Strategic Reserves 05:18 - Iran-Israel Conflict Scenarios and Oil Impact 07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital 08:03 - U.S. and China’s Role in Strait of Hormuz Crisis 09:18 - War's Influence on Oil Prices 11:25 - Impact of Retaliatory Strikes on Oil Refineries 12:59 - Global Oil Market's Ability to Adapt 15:17 - Geopolitical Risk Premium in Oil Prices 16:08 - Future Oil Supply and Demand Dynamics 18:01 - Emerging Markets’ Role in Oil Demand 19:17 - Long-Term Projections for Oil Prices 22:13 - OPEC's Strategy and Influence on Prices 24:44 - Finding the Long-Term Oil Price Balance 25:26 - The Economic Impact of High Oil Prices 26:08 - Conclusion and Guest’s Research Platform #oil #investing #economy

Try InVideo for free at https://invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome. *This video was recorded on 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 MARKO PAPIC: Twitter (@Geo_papic): https://x.com/Geo_papic BCA Research: https://www.bcaresearch.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 00:00 - Intro 03:20 - Why Israel Delays Retaliation 05:23 - U.S. Influence on Israel's Decisions 08:04 - Iran’s Military vs. Israel’s Limits 12:09 - Nuclear Threats: U.S. vs. Israel 15:52 - Iran’s Strategy with Arab Allies 17:47 - Strait of Hormuz and Oil Markets 20:14 - Putin’s Role and Russia’s Limits 22:38 - What If Israel Nukes Iran? 26:23 - Iran’s Nuclear Ambitions 29:10 - Trump vs. Harris on Foreign Policy 32:07 - Future U.S. Geopolitical Strategy 38:11 - Trump’s Tariff Strategy 42:42 - Market Risks if Trump Wins 44:05 - Outro and Conclusion *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #geopolitics #israel #economy

Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/ Shaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S. *This video was recorded on October 10, 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.ca/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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 1:50 - “Nothing Going Right In China’s Economy” 5:52 - China’s stimulus explained 11:20 - Wealthy consumers 12:17 - Political tensions “wreaking havoc” 14:30 - Impact of tariffs 17:00 - Changing consumption trends 19:20 - Chinese investment in foreign markets 21:47 - Will China’s stimulus help real estate? 24:25 - China’s stock market outlook 29:44 - China’s stock market crash in 2014 31:45 - Is China turning into Japan? 35:00 - Future of U.S.-China relations 38:23 - Reunification of Taiwan #china #economy #geopolitics