The David Lin Report

Markets are entering the "end game", says Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast. Hugh discusses the risks faced by the offshore banking system, the Bank of Japan, the overvaluation of all assets, and the likelihood of "tumultuous" events happening in the next 6-12 months. Watch Hugh's last interview with me: https://youtu.be/mdQhxZw0RF8?si=PNRoUK0WWN20bEko This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d *This video was recorded on August 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 HUGH HENDRY: Website: https://hughhendry.com/ Twitter (@hendry_hugh): https://twitter.com/hendry_hugh YouTube: https://www.youtube.com/@HughHendryOfficial 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 1:25 - BOJ and stock markets 3:30 - Bond market signals 8:55 - Yen and stock markets 15:35 - Offshore banking system 28:35 - Sustained shock 31:00 - Global monetary policies 35:30 - Markets repeating 2007? 39:40 - Emergency rate cuts 42:36 - “Money is dying” - China 49:55 - Trade war with China 56:20 - Defence stocks 1:02:00 - Gold and risk hedges 1:06:00 - Assets with upside 1:10:00 - Bitcoin #economy #investing #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Greg Dickerson, investor and entrepreneur, discusses the outlook for the housing markets and any changes that could come as the Federal Reserve pivots. Watch Greg Dickerson's last interview with me: https://youtu.be/wda3r7oZlwE?si=Sv9uu_orriZP4qwt *This video was recorded on August 22, 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 GREG DICKERSON: Dickerson International: https://www.dickersoninternational.com/ Twitter (@AGregDickerson): https://twitter.com/AGregDickerson YouTube: https://www.youtube.com/user/agregdickerson 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 0:55 - Housing market overview 2:35 - Existing home sales 7:42 - Fed rate cut and housing market 13:53 - Housing crash risks 16:29 - Housing starts 22:25 - Cap rates 23:29 - Rent control 25:25 - Commercial real estate #realestate #housing #economy

Steve Hanke, Professor of Applied Economics, discusses the latest remarks from Jerome Powell from Jackson Hole, China's economy, and censorship of social media. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Hanke called a Fed pivot this year back in 2023, watch that interview: https://youtu.be/m8WT2I-sHYY?si=t7ei0XyYCzZZv7GL Watch Hanke's interview on Fed losses and Trump's plans: https://youtu.be/4swYrLQ5bQE?si=ti2B1E-cpqod2kGh Watch Hanke's interview on inflation outlook: https://youtu.be/s1nvhKw-8jk?si=iWRx5hcPbk8wHjz0 *This video was recorded on August 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 STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: hanke@jhu.edu 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 - The Fed and the dollar 7:21 - Kamala Harris and inflation 17:25 - China and Canada 22:13 - China's economic slowdown 31:12 - Mark Zuckerberg vs. White House 39:55 - Pavel Durov's arrest #economy #investing #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off David Rosenberg, President of Rosenberg Research, discusses his outlook for markets, the health of the labor market, and Fed monetary policy. *This video was recorded on August 23, 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 DAVID ROSENBERG: Rosenberg Research: https://www.rosenbergresearch.com/ Twitter (@EconguyRosie): https://x.com/EconguyRosie email: information@rosenbergresearch.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 0:51 - Jackson Hole Fed speech 5:30 - Labor market is looser 7:38 - U.S. dollar 8:50 - Output gap 13:24 - Higher unemployment rate 20:16 - Fed pivot impacts 24:00 - Inflation outlook 30:38 - Earnings growth 31:50 - Stock market outlook 38:30 - Treasuries outlook #economy #investing #federalreserve

Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses how markets will likely react to a Fed pivot in September. Watch Gareth's last interview with me: https://youtu.be/ozOnVSu2qRo?si=gDCyHWd1vUA2PHBo This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d *This video was recorded on August 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 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 - Stock markets repeating 2007 5:30 - Fed pivot and market reaction 9:36 - Fed pivot and recessions 13:21 - Bitcoin and NASDAQ 16:28 - Bitcoin price outlook 24:19 - Gold 27:20 - RSI momentum #bitcoin #stocks #trading

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David William Bernstein, author of "The Four Pillars of Investing: Lessons for Building a Winning Portfolio", discuss the most significant market risks that investors should be following. *This video was recorded on August 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 WILLIAM BERNSTEIN: "The Birth of Plenty": https://www.amazon.ca/Birth-Plenty-Prosperity-Modern-Created/dp/0071747044 "The Four Pillars Of Investing": https://www.amazon.ca/Four-Pillars-Investing-Building-Portfolio/dp/0071747052 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. #investing #economy #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Alex Morris, CEO of F/m Investments, discusses, the current market trends and the assets he's most bullish on. *This video was recorded on August 22, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ALEX MORRIS: F/m Investments: https://www.fm-invest.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / 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 - Stock market outlook 1:51 - Bond and yield outlook 7:17 - Fed pivot and market reaction 10:00 - Job growth revision 13:11 - Consumer strength 16:26 - Recession 21:00 - Yield curve 22:46 - Risks 24:49 - Commodities 26:30 - Election and markets 29:15 - F/m Investments #investing #stocks #economy

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Peter Grandich, Founder of Peter Grandich & Co., and Michael Campbell, Host of Michael Campbell's MoneyTalks Show, discuss the biggest challenges facing our economy, how our standard of living is "under attack", and assets used to build a "financial ark". *This video was recorded on August 21, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW PETER GRANDICH: Twitter (@PeterGrandich):   / petergrandich   Peter Grandich & Co.: https://petergrandich.com/ FOLLOW MICHAEL CAMPBELL: Michael Campbell's MoneyTalks Show: https://mikesmoneytalks.ca/category/m... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / 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 1:31 - BLS revisions 5:00 - Inflation 7:50 - Stock market 10:00 - Money markets 13:11 - U.S. Dollar’s peak 17:15 - 5 factors leading to ‘financial ark’ 26:00 - Good financial habits 32:30 - Personal recessions 35:30 - Tax policies 40:00 - Price gouging 45:10 - Trump and tariffs 47:10 - Asset allocation #economy #investing #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Bob Elliott, Co-Founder of Unlimited, discusses the recent July FOMC meeting minutes, outlook for monetary policy, and likely market reaction to a Fed pivot. *This video was recorded on August 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 BOB ELLIOTT: X (@BobEUnlimited): https://x.com/BobEUnlimited 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 - Job growth revised down 818k 1:20 - Bob Elliott's background 2:13 - Asset allocation 4:05 - Bonds 5:00 - Fed pivot 6:29 - Labor market outlook 10:30 - July Fed meeting minutes 11:43 - Market reaction to Fed pivot 14:40 - Inflation 17:52 - Bulls vs. bears 20:49 - Liquidity crisis? 23:33 - Yen carry trade unwinding 26:36 - Credit event? 28:45 - Consumer spending 31:30 - Recession

Adrian Day, President of Adrian Day Asset Management, discusses recession indicators, and the outlook for gold and gold mining stocks. Watch my last interview with Adrian: https://youtu.be/4hLNF4BEN8Y?si=I1sNlY7bEHwqPXXM This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d *This video was recorded on August 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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 1:00 - Inflation 7:00 - Recession indicators 10:45 - Unemployment rate 14:22 - Conservative asset management 16:51 - Gold mining stocks 26:00 - Shift in gold demand 29:30 - Bond yield outlook #stocks #economy #gold