

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

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

Sep 11, 2024 • 35min
50 Bps Cut Next Week? Fed Could Shock Markets; China Is 'Imploding' | Alfonso Peccatiello
Alfonso Peccatiello, Founder of the Macro Compass, discusses the economy in China, outlook for U.S. growth and inflation, monetary policy, and the investment implications of today's macroeconomic environment.
Watch Alfonso's last interview with me: https://youtu.be/pHThK8AQbxA?si=o5fds3u81jaxYwAj
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/
*This video was recorded on September 10, 2024
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FOLLOW ALFONSO PECCATIELLO:
For a FREE trial to Alf's macro research, click here: https://forms.gle/ZZsCcNHxJCXk1veq7
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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
1:30 - China is imploding
9:45 - Bonds
13:00 - U.S. dollar
16:50 - Gold
18:40 - U.S. deficits projection
21:10 - Fed rate cuts forecast
26:55 - Eurozone economy
#economy #investing #stocks

Sep 11, 2024 • 44min
‘Flashing Red Lights Everywhere’; Lobo Tiggre’s Urgent Warning On The Economy, Markets
Lobo Tiggre, Editor of The Independent Speculator, discusses signs of an economic slowdown, the outlook for monetary policy, and commodities.
This video is distributed on behalf of Radisson Mining Resources (TSXV: RDS | OTCQX: RMRDF). Learn more about Radisson Mining here: https://www.radissonmining.com/
*This video was recorded on September 9, 2024
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FOLLOW LOBO TIGGRE:
The Independent Speculator: https://independentspeculator.com/
Twitter (@duediligenceguy): https://twitter.com/duediligenceguy
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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 - Yellen: "economy remains solid"
7:20 - Fed monetary policy outlook
11:40 - Slowing job openings
18:40 - Money supply
22:00 - Federal deficit
25:52 - Fighting inflation
29:55 - Copper
35:00 - Gold and silver
38:38 - Uranium
#economy #investing #commodities

Sep 10, 2024 • 50min
Oil Price Collapses: Is This The End Of OPEC? | Doomberg
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Doomberg analyzes recent oil price trends, geopolitical factors for the energy sector, and how OPEC's days are numbered.
Watch the last interview with Doomberg and Paul Sankey: https://youtu.be/X-KEp852VsA?si=8gsg9FifZd7UB6rr
*This video was recorded on September 6, 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 - Oil price recap
5:39 - Election and oil
10:50 - Peak oil
15:34 - Inflation-adjusted oil price
16:49 - OPEC's next moves
19:00 - U.S. oil tax revenues
21:18 - Oil and the labor market
24:10 - Recession and the Fed
25:51 - Russian and India alliance
35:00 - Israel and Hamas war
42:30 - What oil price is signalling
43:45 - How OPEC ends
#oil #investing #economy

Sep 9, 2024 • 43min
Job Market Collapse And Skyrocketing Deficit: Are We Headed For Disaster In 2025? | John Butler
John Butler, Investment Director of Southbank Research, discusses election policy proposals that could crash the stock or even "cause financial crisis," and the future of the Ukraine War.
This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF)
*This video was recorded on September 5, 2024
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FOLLOW JOHN BUTLER:
Southbank Investment Research:
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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 - Recessions and incumbent President
3:42 - Labor market
7:41 - Kamala Harris' economic proposals
13:00 - Taxing unrealized gains
15:46 - Trump's tax cuts
19:46 - Government spending
21:38 - Trump's tariffs plan
26:51 - Improving country's competitiveness
27:42 - Ukraine War
30:15 - Sanctions
33:00 - End of NATO?
36:35 - Trump vs. Harris on foreign policy
38:48 - Trump vs. Harris debate preview
39:55 - Investment implications of election
#economy #investing #election

Sep 7, 2024 • 1h 28min
Peter Schiff & Jack Mallers Debate Bitcoin Vs. Gold, Collapse Of Dollar
Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, and Jack Mallers, CEO of Strike, dive into the intriguing debate over Bitcoin versus gold. They discuss the underpinnings of both assets as forms of money, highlighting Bitcoin’s decentralized nature and gold’s historical stability. The conversation probes into market performance, inflation, and the implications of U.S. government policies on asset values. With intense back-and-forths, they examine the future of these financial standards amid growing economic challenges.

Sep 7, 2024 • 31min
Bitcoin Price After Election: Analyst Called Bottom, Now Has This Forecast | Jake Boyle
Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/
Jake Boyle, Chief Commercial Officer at Caleb & Brown, gives his forecast for the Bitcoin price after the U.S. Presidential election.
Watch Jake's last interview with me in April in which he called Bitcoin's bottom of $50k this summer before a rebound: https://youtu.be/DSPBNGzYF0M?si=SPapgyc2Y8FIGu91
*This video was recorded on September 5, 2024, and is sponsored by Caleb and Brown
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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
0:30 - Fed policy and Bitcoin
3:40 - Bitcoin vs. stocks
6:00 - Bitcoin vs. gold
7:24 - Bitcoin strategic reserve
11:35 - $100k Bitcoin scenario
12:50 - Harris win and BTC
13:50 - Bear case for Bitcoin
15:25 - Stablecoin adoption
18:00 - Sentiment for equities
19:30 - Bitcoin adoption
20:53 - Caleb and Brown's popular cryptos
22:45 - Bitcoin dominance
24:10 - Altcoins vs. Bitcoin
26:22 - Caleb and Brown's solutions
#bitcoin #crypto #investing

Sep 5, 2024 • 43min
Why Warren Buffett Sold Apple And Bought This Sector | Cole Smead
Cole Smead, CEO of Smead Capital, discusses the long-term outlook of real equities returns, and which sectors offer the most attractive prospects relative to current valuations.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on August 27, 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
0:50 - Concentration risk
6:00 - Less consolidation
10:30 - Biggest investment themes
14:20 - Valuations vs. Returns
17:55 - Highest real return businesses
20:05 - Hedging inflation
22:10 - Bonds
24:49 - What could cause market correction?
29:10 - Asset allocation
30:40 - Picking energy stocks
33:00 - Share buybacks
38:41 - Junk bond maturity wall
41:30 - A Book With Legs
#stocks #investing #economy

Sep 4, 2024 • 30min
Start Of Another Gold Boom? Gwen Preston On Inflation Outlook, Cracks In Economy
This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF).
Gwen Preston, VP of Investor Relations at West Red Lake Gold Mines, discusses upcoming Fed monetary policy, inflation outlook, gold price drivers, and catalysts for a boom in mining equities.
Watch Gwen's last interview with me: https://youtu.be/iIxGmTwziVM?si=XcFyG1XhTyk_SOHm
*This video was recorded on August 30, 2024
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FOLLOW WEST RED LAKE GOLD MINES:
Website: https://westredlakegold.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
0:50 - Inflation
3:40 - Fed monetary policy
5:11 - Gold price drivers
7:40 - Chinese demand for gold
10:50 - Gold vs. Miners
15:10 - West Red Lake Gold Mines update
18:28 - Gold mining stocks sentiment
23:15 - WRLG long-term strategy
26:15 - WRLG drill updates
28:40 - WRLG Upcoming developments
#investing #gold #stocks

Sep 3, 2024 • 39min
Markets Tank On Economic Collapse Fears: Start Of Bigger Crash Or Overreaction? | Vincent Deluard
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Vincent Deluard, Director of Global Macro Strategy, discusses the latest market sell-off, economic data, and outlook for economic growth.
*This video was recorded on September 3, 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
1:12 Recession Outlook
5:24 GDP Growth
13:00 Inflation & Rate Cuts
19:19 Euro Carry Trade
34:10 U.S. Stock Market
#stocks #economy #investing


