The David Lin Report

Steve Hanke, a Professor of Applied Economics at Johns Hopkins University, dives deep into the implications of Trump's tariffs, linking them to historical trends like the Smoot-Hawley tariffs. He explores the potential for trade collapse and rising unemployment, emphasizing tariffs’ impacts on consumers and the U.S. dollar. Hanke also shares insights on inflation dynamics, questioning if it's returning, and discusses Bitcoin's current rally, examining its speculative nature and government involvement. It's a thought-provoking analysis of today's economic challenges.

Christopher Whalen, Chairman of Whalen Global Advisors, shares his expertise in the banking sector and the economy. He discusses alarming Treasury yields and their possible impact on banks, hinting at a repeat of the 2008 financial crisis. The conversation shifts to gold’s resurgence amid economic uncertainty and the rise of Bitcoin as a speculative asset. Whalen also analyzes U.S. trade policies and the implications of potential government downsizing on markets, making the case for adapting to an evolving job market influenced by automation.

Keyu Jin, a global economist and author of "The New China Playbook: Beyond Socialism and Capitalism," delves into the intricacies of China-U.S. relations if Trump returns to power. She discusses China's strategic responses to tariffs and the evolving dynamics with other trading partners. The conversation highlights the emerging influence of a new generation of Chinese consumers and the challenges posed by population decline. Jin also explores potential shifts toward China's technology ambitions and the impact of recent stimulus measures on the economy.

Lawrence Lepard, Managing Partner of Equity Management Associates, shares his compelling insights on the financial landscape. He predicts Bitcoin soaring to $200k and gold reaching $4k by 2025, amidst looming economic challenges. The conversation delves into the potential repercussions of sovereign debt and rising inflation on asset performance. Lepard also discusses the advantages of integrating Bitcoin with traditional gold reserves as a hedge against crisis, while advocating for self-custodianship in a market increasingly influenced by institutional investment.

Scott Wren, Senior Global Market Strategist for Wells Fargo Investment Institute, discusses the outlook for stocks and asset allocation in 2025. *This video was recorded on November 21, 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 SCOTT WREN: Wells Fargo Investment Institute: https://www.wellsfargoadvisors.com/research-analysis.htm 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 - Economic activity and employment 2:30 - Monetary policy and market reaction 4:25 - 6,600 S&P 500 target 7:00 - Tariffs and earnings 9:46 - Financials sector 11:12 - Large caps vs. small caps 11:48 - Corporate CAPEX 13:35 - Fed “neutral rate” 15:45 - Banking regulations 17:55 - Tax cuts 19:40 - Dollar outlook 20:27 - Sector outlook 21:16 - Utilities 21:55 - Consumer spending 22:33 - Gold 23:40 - Bearish indicators #stocks #economy #investing

Peter Tuchin, Emeritus Professor at the University of Connecticut and Research Associate at the University of Oxford, discusses the next "revolution" that the U.S. is about to witness. *This video was recorded on November 19, 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 TURCHIN: Website: https://peterturchin.com/ X (@Peter_Turchin): https://x.com/Peter_Turchin 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 1:40 - “Peak crisis” in 2020s 3:28 - Revolution 5:52 - The “wealth pump” 11:10 - Education attainment 15:20 - Wealth inequality 20:00 - Why Trump won the election 22:30 - What the next revolution looks like 25:55 - “Macro-violence” outbreak 31:15 - Russia vs. U.S. 37:20 - Capitalists and “elites” 39:50 - AI and the workforce 44:30 - Fighting a common enemy #economy #geopolitics #election

Doug Casey, a best-selling author and founder of the Crisis Investing Newsletter, shares his insights on the global economic landscape in light of recent political shifts. He discusses the complexity of today's economy, warning of soaring debt and trade tensions, especially with China. Casey advocates for radical reforms, including eliminating income tax and cutting government spending. He also touches on investment strategies, the role of hydrocarbons and nuclear energy, and the potential of Bitcoin in volatile markets, emphasizing the urgency for innovative economic policies.

Jeff Christian, Managing Partner of CPM Group, discusses the outlook for gold, silver, commodities, and economic growth following a Trump win. Learn more about West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF): https://westredlakegold.com/ *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 CPM GROUP: Website: https://cpmgroup.com/ Twitter (@CPMGroupLLC): https://x.com/CPMGroupLLC 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 - Commodities’ moves after Trump win 4:58 - Inflation and bond yields 9:44 - Recession in 2025? 11:20 - Tariffs 12:00 - Outlook for gold price 13:55 - Silver price outlook 16:29 - Silver deficit 22:20 - Copper price move 23:52 - China and Russia 28:19 - North Korean troops in Russia #gold #silver #economy

Darrell Bricker, Global CEO of Ipsos Public Affairs, discusses the coming immigration crisis facing Canadians and the outlook for the economy. *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 DARRELL BRICKER: Ipsos: https://www.ipsos.com/en-ca “Next”: https://www.amazon.ca/Next-Where-Live-Canadas-Future/dp/1443446521 Twitter (@darrellbricker): https://x.com/darrellbricker 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 1:05 - Top concerns for Canadian 3:35 - Immigration for Canada 6:20 - Illegal migrants from U.S. 7:42 - Changes to immigration system 10:30 - U.S. - Canada relations 12:00 - Accommodation for refugees 13:00 - Popularity for Conservatives vs. Liberals 15:30 - Housing affordability in Canada 20:00 - Housing market trends 21:31 - Population collapse 23:35 - Job prospects 26:10 - Trade war with China 28:39 - Canadian brain drain #canada #economy #politicsshorts

Ray McGovern, Former CIA Analyst and Chair of the National Intelligence Estimates responsible for preparing the President's security briefings, discusses the likely Russian response to the use of ATACMS missiles by Ukraine to strike into Russia for the first time. *This video was recorded on November 20, 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 RAY MCGOVERN: Website: https://raymcgovern.com/ X (@raymcgovern): https://x.com/raymcgovern 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 - Ukraine strikes Russia with ATACMS 6:45 - North Korean troops in Russia 9:20 - China’s response 11:50 - Putin’s next move 14:30 - Pentagon’s response 18:00 - Is nuclear war next? 19:50 - Biden Administration and Ukraine aid 30:45 - Long-range missiles and strategy 32:00 - What if Russia nukes Ukraine? 34:40 - Is the U.S. safer after 9/11 38:10 - America’s biggest threat today 44:00 - Is U.S. ready to fight a peer competitor? 46:20 - What would next world war look like? #russia #ukraine #geopolitics