The David Lin Report

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame". *This video was recorded on October 3, 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 WILLEM MIDDELKOOP: Twitter (@wmiddelkoop): https://twitter.com/wmiddelkoop Commodity Discovery Fund: https://en.cdfund.com/ The Big Reset: https://library.oapen.org/handle/20.500.12657/25071 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 1:30 - Oil 3:00 - Monetary stimulus 7:38 - Middle East escalations 9:28 - ILA strike and inflation 12:28 - Commodities deflation 14:18 - Housing collapse 15:30 - Bullish commodities 18:24 - Trump and the dollar 21:30 - U.S. dollar "endgame" 25:27 - Trump and tariffs #economy #investing #inflation

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and *This video was recorded on September 30, 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 ERIC BALCHUNUS: Twitter (@EricBalchunas): https://twitter.com/EricBalchunas 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 0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ 6:36 - Rising ETF AUM 10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs 16:00 - New ETF trends 18:15 - Chinese government buying ETFs 20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends #investing #stocks #bitcoin

This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF) Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target. Watch Shane's last interview with me in April: https://youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx *This video was recorded on September 25, 2024 FOLLOW WEST RED LAKE GOLD MINES: Website: https://westredlakegold.com/ Twitter (@WestRedLakeGold): https://twitter.com/WestRedLakeGold LinkedIn: https://www.linkedin.com/company/west-red-lake-gold/ Instagram: https://www.instagram.com/westredlake/ Facebook: https://www.facebook.com/WestRedLakeGold/t 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 - Gold price momentum recap 2:50 - Gold mining industry evolution 7:00 - Capital flowing back into the miners 8:40 - WRLG production timeline 11:47 - Major challenges in 2024 for WRLG 13:15 - Gold price rally and mining strategy 15:00 - Mining ETFs vs. Mining stocks 16:00 - Gold sector vs. Tech stocks 17:00 - Gold stocks vs. Gold bullion 19:24 - Recession and gold price 20:08 - $3,000 gold price target 21:55 - Institutional investors and gold 22:40 - Exploring for juniors vs seniors 23:55 - Lack of human capital in mining 23:50 - WRLG next steps #investing #gold #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle. *This video was recorded on September 30, 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 CAMERON DAWSON: Twitter (@CameronDawson): https://twitter.com/CameronDawson NewEdge Wealth: https://www.newedgewealth.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 0:50 - “Don’t fight the trend” 3:00 - Market momentum 5:30 - Fed vs Treasury on stimulus 11:55 - Inflation outlook 15:50 - Will we get deflation? 17:40 - Inflation post-2008 crisis 21:00 - Will Fed cut create recession? 24:30 - What would cause next recession? 27:30 - Defensive sector outperformance 32:30 - Unemployment to rise? 37:11 - China’s stimulus package 40:00 - Asset allocation preferences #economy #stocks #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Brian Belski, Chief Investment Strategist of BMO Capital Markets, discusses the port worker strikes, escalating tensions in the Middle East, and where the S&P 500 going to close by year-end. *This video was recorded on October 1, 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 BRIAN BELSKI: BMO Capital Markets: https://capitalmarkets.bmo.com/en/ X (@briangbelski): @briangbelski 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 1:10 - ILA dock strikes 6:24 - Inflation outlook 8:40 - Crude oil 10:49 - Middle East tensions 13:30 - S&P 500 outlook 18:35 - Stock market valuations 20:30 - Sector preferences 24:34 - Canadian stock market #economy #investing #stocks

Morgan Lekstrom, President & Director of NexGold Mining Corp., discusses the drivers for the gold price, the likely price floor, medium term price target, new trends in the mining industry, M&A cycles, and new what to expect from NexGold in the next few quarters. This video is distributed on behalf of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF) *This video was recorded on September 28, 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 NEXGOLD: Website: https://nexgold.com/ X (@NexGoldMining): https://x.com/NexGoldMining 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 - Gold price outlook 5:08 - Gold as money 7:00 - Gold confiscation 8:30 - Holding vs. Trading 9:50 - Inflation vs. Gold 12:00 - Gold price bottom 14:00 - Deficit outlook 17:00 - Declining fertility rate 20:10 - Dow to gold ratio 22:58 - Gold stock-flow ratio 26:00 - Institutional investors and gold 28:45 - Gold stocks vs. tech stocks 34:30 - Gold M&A cycles 36:20 - NexGold management team 41:30 - NexGold’s long-term strategy #investing #mining #stocks

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 Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the Fed's latest rate cut, and its impact on inflation, economic growth, and markets. Soloway updates his outlook on stocks, gold, Bitcoin. *This video was recorded on September 30, 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 GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway): https://twitter.com/GarethSoloway 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 0:40 - Market recap 2:10 - Declining corporate cash balance 6:06 - Financials sector 11:38 - Defensive sectors outperforming 16:30 - Fed monetary policy outlook 21:00 - Inflation outlook 23:20 - Gold 26:30 - “No landing” scenario 27:55 - S&P 500 outlook 29:30 - Hedging strategies 31:30 - China stimulus and stocks 35:20 - Bitcoin outlook #economy #investing #trading

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth. *This video was recorded on Sep 27, 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 JACK JANASIEWICZ: LinkedIn: https://www.linkedin.com/in/jack-janasiewicz/ Natixis Investment Managers: https://www.im.natixis.com/en-intl/home 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 0:30 - Fed cut and market reaction 4:16 - Recession risks 7:45 - Sector outperformance 8:50 - 6,000 S&P 500? 10:13 - Money market funds 12:43 - Bonds outlook 16:05 - Small caps vs. Large caps 19:00 - 50 bps cut and recession 21:50 - Inflation and equities 23:45 - Longest bull market in history #stocks #economy #investing

Buy gold and silver with trusted industry leaders:  https://bit.ly/OneGold-PreciousMetals Jeffrey Christian, Managing Director of CPM Group, discusses the recent stimulus from China and its effects on global markets, commodities, and economic growth both in China and abroad. *This video was recorded on September 25, 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/ 2024 Silver Market Outlook: https://youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9 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 - Intro 1:00 - China stimulus 7:20 - Base metals and China 11:50 - Lithium 20:10 - Other industrial metals 21:00 - Gold price drivers 25:55 - $3,000 gold price outlook 27:00 - Inflation and gold 30:13 - Silver price outlook #economy #investing #china

Gary Shilling, President of A. Gary Shilling & Co., discusses the latest Fed rate cut, as well as his outlook for stocks, real estate, and bonds, as well as his asset allocation strategy. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on September 26, 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 GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling): https://twitter.com/agaryshilling 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 0:50 - Jobs market 3:26 - Fed's 50 bps rate cut 5:41 - Unemployment rate 9:48 - GDP revisions 11:45 - Fed funds rate projection 12:30 - Is economy repeating 2007, 2008? 16:38 - Outlook for earnings, stock markets 18:55 - "Shock" for economy 20:00 - Bond market outlook 21:20 - China stimulus 26:10 - Global central bank policies 27:33 - Asset allocation 31:08 - Bitcoin 32:50 - Gary Shilling & Co. 34:11 - Global growth #economy #investing #stocks