

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

8 snips
Sep 19, 2024 • 40min
Fed’s 50 Bps Cut: Will It Trigger Inflation AND A Hard Landing? Economist Steve Hanke Answers
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, recaps the latest FOMC decision to cut the Fed Funds rate by 50 bps, what how this decision will affect inflation, economic growth, and the labor market.
*This video was recorded on September 18, 2024
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0:00 - Fed's 50 bps cut
1:00 - Will inflation reignite?
8:00 - Labor market
12:30 - Why 50 bps?
16:45 - Fed balance sheet
20:24 - Dot plots
22:30 - Senators urge 75 bps cut
30:00 - Era of cheap money?
33:20 - Bond yields and inflation
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #investing #federalreserve

Sep 18, 2024 • 50min
China’s Economic Collapse: Spark For Global Chaos? Patrick Boyle
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Patrick Boyle, Professor of Finance at King's College London and Queen University of London, and host of his YouTube channel "Patrick Boyle", discusses the deterioration of globalization, the rise of trade wars, and the problems that the world's second largest economy, China, faces.
*This video was recorded on September 17, 2024
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Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
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FOLLOW PATRICK BOYLE:
YouTube: https://www.youtube.com/@UCASM0cgfkJxQ1ICmRilfHLw
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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
1:10 - Patrick Boyle's career
2:50 - Hard or soft landing?
3:50 - How will markets react to Fed pivot?
7:10 - Asset allocation
11:04 - Bank of England rate cut expectation
13:51 - U.S. election and market response
15:50 - Tech layoffs
17:34 - China's economic slowdown
21:00 - China's population decline
22:39 - China's impact on global economies
23:40 - End of globalization
24:40 - Tariffs on cars
26:30 - Trading blocks
27:35 - Comparative advantage
30:25 - Protectionism vs. free trade
33:40 - Currency wars
36:20 - Declining fertility rates
38:30 - Inflation outlook
41:10 - European Union
43:00 - Future of media
#economy #china #investing

7 snips
Sep 17, 2024 • 1h 1min
'Explosive’ Fourth Turning Is Here: Civil War Or Global Conflict Unfolding | Neil Howe
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Neil Howe, Managing Director of Demography, Hedgeye Risk Management and author of "The Fourth Turning" series of books, discusses the rising chances of a "nullification crisis", and the scenarios in which this could lead to a civil war.
Watch my last interview with Neil: https://youtu.be/Vjn2d3dyvUk?si=Vf9RoqCBQxMT5BLm
*This video was recorded on September 12, 2024
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Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW NEIL HOWE:
Twitter (@HoweGeneration): https://twitter.com/HoweGeneration
The Fourth Turning Is Here: https://www.amazon.ca/Fourth-Turning-Here-Seasons-History/dp/1982173734/ref=asc_df_1982173734/?tag=googleshopc0c-20&linkCode=df0&hvadid=578815582746&hvpos=&hvnetw=g&hvrand=3053502795376810198&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9001569&hvtargid=pla-1868549492049&psc=1&mcid=4347e690e4b534d3b7422c18db4c7543
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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
1:40 - Is the "Fourth Turning" here?
6:10 - Neil's prior predictions that turned true
7:30 - Nullification crisis
17:30 - Path for succession of states
23:30 - Obstacles to civil war
31:20 - Road to world war
34:05 - Popular sentiment against wars
35:40 - Global war or civil war more likely?
44:52 - Is NATO still necessary?
49:00 - Investment implications for Fourth Turning
52:30 - Inflation hedges
56:10 - Economy under rise of millennials
#economics #demographics #investing

Sep 17, 2024 • 33min
Bombshell Letter To Fed: Lawmakers Push 75 Bps Cut This Week, Will Powell Cave? Gary Wagner
Buy gold and silver with trusted industry leaders: https://bit.ly/OneGold-PreciousMetals
Gary Wagner, Editor of The Gold Forecast.com, discusses expectations for a Fed rate cut this week, as well as his gold price outlook.
*This video was recorded on September 16, 2024
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FOLLOW GARY WAGNER:
The Gold Forecast: https://thegoldforecast.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.

Sep 16, 2024 • 14min
Did China Just Cripple U.S. Military? This Critical Mineral Holds Key To Warfare | Kal Malhi
Kal Malhi, CEO of Hertz Energy, discusses China's recent limit on antimony exports, effective September 15, 2024. Antimony is a metal used in key military applications, including ammunition.
This video is distributed on behalf of Hertz Energy (CSE: HZ | OTCQB: HZLIF).
*This video was recorded on September 11, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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FOLLOW HERTZ ENERGY:
Website: https://hertz-energy.com/
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - China's antimony export ban
7:13 - Hertz Energy
#investing #commodities #geopolitics

Sep 15, 2024 • 42min
Silver To Outperform Gold 4 To 1 As New Monetary System Emerges 'In Next 3 Years' | David Morgan
David Morgan, Publisher of The Morgan Report, discsusses the outlook for gold, silver, and how the gold "barometer is signalling "stormy times ahead".
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/. Watch the last interview with CEO Jim McDonald: https://youtu.be/1_0TAFWwjLU?si=ltpDIlbR-47o6ILA
*This video was recorded on September 13, 2024
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FOLLOW DAVID MORGAN:
Website: http://www.themorganreport.com
Blog: http://www.themorganreport.com/blog
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Linkedin: https://www.linkedin.com/in/thedavidmorgan/
The Movie -Silver Sunrise http://www.silversunrise.tv
Movie trailer: https://youtu.be/nm26ZK551rI?feature=shared
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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 - Gold vs silver
4:19 - Silver as industrial metal
7:30 - Gold as a barometer
8:30 - Stormy times ahead
11:20 - Bankruptcies
16:00 - Inflation outlook
21:40 - Increased deficit
24:10 - Federal reserve rate cut
27:00 - Capital flow shifts
29:46 - Dollar outlook
32:30 - New monetary system
33:30 - Why hasn't silver hit new highs?
36:50 - Industrial use case of silver
38:20 - Silver mining
40:00 - How money controls us
#economy #silver #gold

8 snips
Sep 13, 2024 • 37min
Labor Market Collapsing; 5% Unemployment By 2025 As Recession ‘Steepens’ | Anna Wong
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Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the health of the U.S. labor market, the chance of a recession "steepening", and the election's impact on economic growth.
Watch Anna's last interview with me: https://youtu.be/PgcA-VIT6Rw?si=w1DtiPMgq8WP5BxC
*This video was recorded on September 11, 2024
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FOLLOW ANNA WONG:
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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 - Weakening of labor market
1:05 - Unemployment rate outlook
7:06 - BLS revisions
9:28 - GDP revisions
13:50 - Consumer spending
16:15 - Construction payrolls
19:00 - Fed monetary policy
24:33 - Election and economic impact
31:20 - U.S. dollar outlook
#economy #recession #federalreserve

Sep 13, 2024 • 29min
Who Will Seize The White House? Debate Analysis & Prediction | Matt Gertken
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Matt Gertken, Chief Geopolitical Strategist of BCA Research, analyzes the Trump vs. Harris debate, shifting election odds, geopolitics, and the election's impact on markets.
Watch Matt's last interview with me: https://youtu.be/OPzuGe47tP0?si=zeoj3iF1pxxtp_WG
Watch Matt's interview on the Iran-Israel conflict: https://youtu.be/BPzVE7KiRpA?si=o7O0-JbBEm7baQYc
*This video was recorded on September 12, 2024
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FOLLOW BCA RESEARCH:
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Twitter (@bcaresearch): https://twitter.com/bcaresearch
FOLLOW DAVID LIN:
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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 - Debate and election odds
5:00 - Job market and recession
6:45 - Tariffs
10:37 - Harris and price controls
12:30 - Are Trump's policies inflationary?
15:00 - Harris's plan to stimulate businesses
17:10 - Widening deficit
19:34 - Foreign policy
24:15 - Israel-Iran conflict
26:39 - Election and markets
#election #economy #politics

Sep 13, 2024 • 35min
Global Meltdown: Gold & Silver Diverge, Signals Economic Collapse | George Milling-Stanley
Buy gold and silver with trusted industry leaders: https://bit.ly/OneGold-PreciousMetals
George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses his gold price projection for year-end 2024 and 2025, and what a price divergence from silver means for the state of the economy.
Watch George's last interview with me: https://youtu.be/CxtjDf5Rcmk?si=1DM5QbgpKS49dqtZ
*This video was recorded on September 10, 2024
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FOLLOW GEORGE MILLING-STANLEY:
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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 - Gold price outlook
7:00 - Bearish scenarios for gold
10:40 - Gold vs. dollar
15:18 - Labor market weakness
17:15 - Inflation outlook
19:00 - U.S. dollar outlook
22:10 - Gold vs. stocks
26:15 - Gold vs. silver
29:50 - Gold demand from China
31:50 - Central bank buying of gold
#gold #economy #investing

Sep 11, 2024 • 32min
'Close To Major Financial Reset'; Brace For Margin Calls, Panic Selling | Chris Vermeulen
Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) discusses the market's volatile reaction to the latest CPI report, expectations for the September FOMC meeting, and how commodities are signalling an imminent "financial reset". Watch Chris's last interview with me: https://youtu.be/sC6w6Vr1XOE?si=RJNCF-jlGKfS-gE5This video is distributed on beh alf of Dolly Varden Silver (TSX.V:DV | OTCQX: DOLLF). Learn more about Dolly Varden Silver here: https://dollyvardensilver.com/. Watch the last interview with CEO Shawn Khunkhun: https://youtu.be/1bNWctFRDaQ?si=osuNDSO9YWVr-Opx*This video was recorded on September 11, 2024Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS VERMULEN: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_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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 - Intro1:30 - Latest CPI inflation3:30 - Trend has turned down9:40 - Economic cycles11:55 - Markets pricing in election odds13:18 - Copper and industrial metals16:00 - Oil outlook 17:00 - Gold21:18 - Silver25:26 - Bonds27:30 - U.S. dollar 29:30 - Chris's investing philosophy#stocks #economy #investing