

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

Aug 21, 2024 • 38min
‘Reset Of A Lifetime’; Commodities Signal Global Deflationary Recession | Mike McGlone
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*This video was recorded on August 19, 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 - Bitcoin leading markets
5:38 - Bitcoin vs. stocks
10:45 - 5% unemployment forecast
15:50 - Deflation
18:30 - Gold vs. stocks
24:45 - CPI vs. PPI
30:11 - Bond market outlook
33:30 - Reset of a lifetime
#economy #investing #stocks

Aug 20, 2024 • 34min
‘Dead Cat Bounce’; Stocks To ‘Slow Bleed’ But Bonds Could ‘Rocket Higher’ | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist, discusses the market rebound since the big correction on August 5, and what's next for stocks, bonds, and gold.
Watch Chris' last interview with me: https://youtu.be/Uhep234wfIg?si=BMVh9VTfSO3hBIva
*This video was recorded on August 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
0:20 - Dead cat bounce?
5:56 - How to manage panic days
8:20 - Small vs large caps outlook
11:20 - Cash position
13:54 - Risk hedging
17:10 - Momentum indicators
18:50 - Gold
24:30 - Mining stocks
26:26 - Bonds
31:15 - "Asset revesting"
#stocks #investing #trading

Aug 20, 2024 • 37min
‘There’s Not Enough Power Available’; Why Energy Costs Will Skyrocket | Robert Bryce
Author, filmmaker, and energy expert Robert Bryce, discusses the biggest problems facing the U.S. electrical grid, namely, reliability, affordability, and land use, and how to solve these issues.
*This video was recorded on August 14, 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
0:51 - Biggest challenges facing the grid
1:55 - EVs and the grid
8:50 - Zero emissions targets
10:51 - Renewable energy
14:20 - AI and energy
21:45 - Electricity costs going up
23:33 - Oil exploration
27:55 - Peak uranium
30:00 - Oil price outlook
33:35 - Shortage of critical minerals
#energy #oil #economy

Aug 19, 2024 • 30min
Is Hyperinflation Coming? Stanford's John Cochrane On Recession, Inflation Outlook
John Cochrane, Senior Fellow at The Hoover Institution at Stanford University, discusses the outlook for inflation, economic growth, and government policies needed to prevent inflation from getting out of control.
*This video was recorded on August 16, 2024
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FOLLOW JOHN COCHRANE:
Website: https://www.johnhcochrane.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 - Intro
1:00 - Price gouging
6:30 - How to control inflation
7:30 - Ideal inflation rate
10:20 - Debt, deficit, and inflation
13:23 - Phillips Curve
15:00 - Deflation
18:00 - Gold Standard
20:10 - Hyperinflation
22:00 - Yen carry trade and stock market
25:00 - Economic growth outlook
27:00 - What causes recessions?
#inflation #economy #investing

Aug 18, 2024 • 25min
Gold Price Shatters Records, Momentum Will ‘Absolutely’ Continue Says Analyst | Gary Wagner
Gary Wagner, Editor of The Gold Forecast.com, discusses the latest push in the gold price to yet another new all-time high above $2,500 an ounce, and where the price is headed from here.
Watch Gary's last interview with me: • Gold Price Hit New Record High, Expec...
This video was distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF). Learn more about WRLG: https://westredlakegold.com/
*This video was recorded on August 16, 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 breaks new record
1:35 - Gold price outlook
6:25 - Gold's long-term cycles
9:45 - Michael Burry sold gold holdings
14:46 - Gold vs. dollar
17:39 - Gold vs. inflation
19:20 - Gold vs. small cap stocks
22:17 - Gold vs. gold miners
#gold #economy #investing

Aug 17, 2024 • 30min
Bitcoin Repeating 2019, Price To ‘Cool Off’ For 6 Months Before Explosion | Benjamin Cowen
Benjamin Cowen, Founder of Into The Cryptoverse, discuses the current cycle for Bitcoin, its closest correlations, and the optimal asset allocation.
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*This video was recorded on August 16, 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 - Economic drivers of Bitcoin
2:00 - Bitcoin correlations
5:00 - Bitcoin's prior cycles
7:40 - Social interest in Bitcoin
10:30 - Bitcoin dominance
14:12 - Institutional vs. retail investors
23:20 - Modern Portfolio Theory
#bitcoin #crypto #investing

Aug 17, 2024 • 48min
The 'Biggest Black Swan' That 'Scares' Rick Rule
Rick Rule, Rick Rule, Founder of Rule Media, and co-founder of Battle Bank, answers viewer questions, including whether or not the economy is heading into a "global depression", outlook for commodities, and how he picks mining stocks.
Watch Rick's last interview with me: • 'Absolutely' More Bank Failures Comin...
Learn more about American Pacific Mining (CSE: USGD | OTCQX: USGDF): https://americanpacificmining.com/
*This video was recorded on August 15, 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
1:00 - Are we in a recession?
3:30 - Copper
6:35 - Rising debt
12:20 - Building prosperity
15:00 - Inflation
17:50 - Market sentiment
21:26 - Liquidity concerns
24:33 - Mining stocks
30:15 - Mining M&A
34:00 - Commodities and AI
38:00 - Copper deficits
40:30 - Rick's stock picking strategy
44:50 - Rick Rule's bootcamp
#economy #investing #stocks

Aug 16, 2024 • 33min
$100 Oil: The Shocks That Will Send Energy Soaring | Josh Young
Josh Young, CIO of Bison Interests, discusses his outlook for energy, factoring in demand outlook, supply shocks, geopolitical risks, and changing government policies.
*This video was recorded on August 14, 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 - Oil outlook overview
4:18 - Geopolitical risks
11:40 - Supply chain disruptions
14:48 - IEA demand outlook
16:50 - Oil reserves in U.S.
20:40 - Government policies on oil
28:05 - Energy stocks valuations
#oil #investing #economy

Aug 15, 2024 • 32min
Markets Hit Key Turning Point, What's Next? Jack Schwager On How Best Traders React To Crashes
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Jack Schwager, trader and author of the renowned series of "Market Wizards" books, analyzes current stock market trends, and discusses the recent market volatility and how the best traders he's talked to react to periods of high volatility.
*This video was recorded on August 14, 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
1:00 - Market sentiment
5:30 - Technical indicators
8:45 - Volatility
13:31 - Best traders' reactions to volatility
16:00 - Rookie mistakes
18:34 - Yen carry trade
20:30 - Market crash reactions
22:00 - Risk hedging
24:50 - Finding trading opportunities
#trading #investing #stocks

Aug 15, 2024 • 28min
10-Year Yield Bottomed Says Economist, ‘Death By A Thousand Cuts’ Next | Peter Boockvar
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Peter Boockvar, CIO of Bleakley Financial Group, discusses the most recent inflation report, outlook for interest rates, economic growth, and catalysts for a potential stock market correction.
*This video was recorded on August 14, 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 - Latest CPI report
4:46 - Consumer spending
7:20 - Deflation
9:00 - Recession after Fed pivot
13:41 - Liquidity concerns
14:55 - Stock market vs. Yen carry trend
17:20 - Catalyst for next market correction
19:38 - Bond bear market
22:00 - Rising deficits
24:18 - What's propping stock markets up?
26:00 - Assets Peter is bullish on
#inflation #economy #stocks