

The David Lin Report
The David Lin Report
Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.
Episodes
Mentioned books

Nov 21, 2024 • 31min
Crash By January, Then ‘Most Bullish 4 Years Ahead’ | Ran Neuner
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Ran Neuner, founder of Crypto Banter, discusses the outlook for cryptos in the short and medium term.
*This video was recorded on November 20, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:40 - Bitcoin
4:44 - Cryptos vs. Bitcoin
6:00 - Ethereum vs. Bitcoin
8:20 - Doge
10:20 - Use case themes
13:55 - Retail investors
16:00 - XRP
17:10 - Ethereum’s future
22:10 - Crypto correction
24:45 - Altcoins following Bitcoin
25:29 - Changes to SEC
28:11 - Bitcoin strategic reserve
#investing #crypto #bitcoin

Nov 21, 2024 • 33min
Gold Price Rallied 80% In Trump’s First Term; History Is About To Repeat | Warwick Smith
Warwick Smith, CEO of American Pacific Mining (CSE:USGD | OTCQX:USGDF ), discusses the outlook for market sentiment under a Tump Presidency.
*This video was recorded on November 18, 2024 and is sponsored by American Pacific Mining
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:40 - Market reaction to Trump win
4:00 - Gold and mining stocks in “risk-on”
8:31 - Gold and stocks under Trump
10:00 - Gold price outlook
12:00 - Gold vs. miners
14:22 - Bitcoin vs. gold
16:49 - Mining under Trump
19:15 - Mine permitting
21:10 - American Pacific Mining
24:30 - Copper
28:00 - Critical minerals
29:37 - Next steps for American Pacific Mining
#stocks #gold #investing

Nov 21, 2024 • 29min
Will Layoffs Surge Soon? What Real-Time Data Reveals | ZipRecruiter’s Julia Pollak
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
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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

Nov 20, 2024 • 32min
Economist Called Market Rally, Doubles Down On 8,000 S&P 500 Target | Ed Yardeni
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
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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

Nov 19, 2024 • 43min
When Does Bitcoin Hit $100k And What Happens After? | Benjamin Cowen
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
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FOLLOW BENJAMIN COWEN:
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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

Nov 18, 2024 • 38min
Triggers For Great Depression 2.0: Tariffs, Currency Wars, Debt Explosion | Peter Grandich
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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/
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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

Nov 18, 2024 • 38min
Food Shortages In 2025? 20% Of U.S. Food Imported; Impact Of Tariffs | Joel Salatin
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.

Nov 17, 2024 • 37min
Boom ‘Not Seen In Decades’: The Real 'Trump Trades' That Will Shock Everyone | Thomas Hayes
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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
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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

Nov 16, 2024 • 29min
Financial Crisis Warning: Former FDIC Chair Reveals Debt Now ‘Unsustainable’ | Sheila Bair
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
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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

Nov 14, 2024 • 30min
Silver Price Crashing, But Triple-Digits Is Still In The Cards, Here's Why | Gary Thompson
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
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 -
#gold #silver #investing