

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 8, 2024 • 38min
'Cycle Buying Opportunity' Or Start Of Mega ‘Contagion’? | Ran Neuner
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Ran Neuner, Founder of Crypto Banter, analyzes recent crypto market volatility and what's next for the upcoming Bitcoin bull cycle.
*This video was recorded on August 7, 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
1:10 - Bitcoin and Yen carry trade
9:18 - Bitcoin halving cycles
13:00 - Fed cut
18:00 - Bitcoin bull cycles
24:00 - Ethereum
27:00 - Solana
30:19 - Bitcoin strategic reserve
#economy #bitcoin #stocks

Aug 7, 2024 • 37min
'Permanent Distortions' Created: These Are Economy's Biggest 'Red Flags' | Nomi Prins
Dr. Nomi Prins, best-selling author and geo-economist, discusses the biggest "red flags" that the economy is flashing right now.
Watch Nomi's last interview with me: • Unprecedented Crisis: Domino Effect O...
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 1, 2024
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"Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever": https://rb.gy/3o0rw
"Collusion: How Central Bankers Rigged the World": https://rb.gy/9lj0n
"All The Presidents’ Bankers: The Hidden Alliances That Drive American Power": https://rb.gy/rdpnr
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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
1:14 - Central bank policy divergences
5:47 - Unemployment rate
7:00 - Asset allocation
12:15 - Permanent distortions
15:55 - Outlook on stocks
17:00 - Red flags of the economy
20:15 - Personal savings
21:18 - Inflation
25:16 - Wages
30:28 - Geopolitics
#investing #banking #economy

Aug 6, 2024 • 42min
Crash Not Over: Markets To ‘Wash Out’ 94% In ‘Most Important Event In History’ | Harry Dent
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Harry Dent, Founder of HS Dent, discusses the causes of recent market volatility and what's next for financial assets and real estate in what he describes as the "most important economic event in history."
Watch Harry's last interview with me in 2023: • Your wealth will ‘disappear’ by June ...
*This video was recorded on August 6, 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
1:30 - Most important event of the century
7:00 - Bubble bursting
10:07 - Stock market targets
12:30 - Interest rates and inflation
14:50- Recent volatility
18:40 - Recession and labor market
21:20 - Emergency rate cut?
23:30 - More Fed stimulus
25:45 - Recession by 2025
26:44 - The Coming Great Conflict
30:40 - Global fertility decline
33:45 - Bonds
35:36 - Real estate
37:30 - Safe haven?
#economy #investing #stocks

Aug 6, 2024 • 58min
Warren Buffett Dumped Apple; Watch This Trigger For Next Big Sell-Off | Jay Singh
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Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discusses the latest stock market sell-off, the reason for lower earnings growth expectations, outlook for the economy, and the impacts of the Yen carry trade reversal.
Watch Jay's last interview with me: • Is The Bull Market Over? Why Stocks F...
*This video was recorded on August 3, 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 - Intro
1:10 - Market update
4:33 - Yen carry trade
13:23 - Berkshire Hathaway selling Apple
16:55 - ISM manufacturing
20:00 - Labor market and Fed cuts
29:00 - Special situations
40:40 - China growth
45:30 - Foreign policy
#stocks #economy #investing

Aug 5, 2024 • 36min
‘Bigger Main Event’ In A Few Weeks Warns Fund Manager Who Called Yen Carry Trade Crisis
Get 50% off your first order of CookUnity meals — go to https://cookunity.com/david50 and use my code DAVID50 at checkout to try them out for yourself! Thanks to CookUnity for sponsoring this video!
Michael Gayed, Publisher of the Lead-Lag Report, first predicted that the Yen carry trade would reverse on my show in August, 2023. In this video, he discusses how this prediction has been playing out this past week, and the market impact of the Yen carry trade unwind.
Watch Michael's August, 2023 interview where he first made the Yen carry trade unwind prediction: https://youtu.be/w_3H0-iQHMo?si=6-43Y-uMkC9Ble5i
Watch Michael's last interview from July, 2024: https://youtu.be/UEo3yKHOT4k?si=iXOByo2h04sidFqJ
*This video was recorded on August 5, 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 MICHAEL GAYED:
Lead-Lag Report: https://theleadlag.report/tdlr
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YouTube channel: https://www.youtube.com/@leadlagreport
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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
2:25 - Yen carry trade prediction
8:10 - Bank of Japan's next moves
13:00 - Emergency Fed cut?
17:44 - Credit spreads
20:22 - Treasuries
24:20 - Next credit crisis
25:55 - Recession fears
30:35 - Lumber/gold ratio
32:25 - Asset allocation
#economy #yen #stocks

Aug 5, 2024 • 36min
‘Market Is Broken’: How To Survive When ‘All Hell Breaks Loose’ | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of TheTechnical Traders.com, discusses Monday's market sell-off and what's next.
*This video was recorded on August 5, 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 - Market reaction
3:00 - Buy the dip?
7:42 - Stage 3 Topping Phase
12:47 - Trading psychology
18:41 - Bear market indicators
21:35 - Repeat of 2022?
24:53 - Recession fears
27:45 - Safe haven
31:05 - Emergency rate cut?
32:20 - Yen
#stocks #economy #investing

Aug 5, 2024 • 36min
Recession Just Triggered? 'Things Are Shaking' Says Moody's Chief Economist Mark Zandi
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Mark Zandi, Chief Economist at Moody's Analytics, discusses the recent economic data on GDP, the health of the labor market, and the future of Fed monetary policy.
*This video was recorded on August 2, 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 - Sahm Rule triggered
3:15 - Job growth
4:50 - Fed rate cut
9:28 - Market volatility
11:00 - GDP growth estimate
13:12 - Stock market correction
17:20 - Rising debt
19:45 - Republican sweep and inflation
21:45 - Election scenarios
30:00 - Housing market
#economy #stocks #investing

Aug 4, 2024 • 55min
Economy In Peril? Why Unemployment Is Soaring; Fed To Cause More Damage | Jim Bianco
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Jim Bianco, President of Bianco Research, discusses the health of the labor market, what's really driving the unemployment rate up to a 3-year high of 4.3%, the Fed's next moves, the outlook for stocks and bond yields, and Bitcoin.
*This video was recorded on August 1, 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 - Fed cut by September
3:00 - Labor market
14:30 - Fed's mistake
19:15 - Stock market rotation
25:56 - AI bubble
30:40 - Bond yields outlook
36:55 - Bullish stock sectors
38:15 - Bitcoin strategic reserve
#economy #stocks #bitcoin

Aug 2, 2024 • 33min
‘Armageddon’ Here? Why Markets Are Crashing Right Now | Clem Chambers
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Clem Chambers, CEO of Online Blockchain, discusses the latest jobs report and the market response.
*This video was recorded on August 2, 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 - Market reaction to jobs report
5:50 - Yen/USD vs. stocks
7:35 - Will market crash continue?
11:00 - VIX
13:11 - Russell 2000
14:50 - Market rotation
18:10 - How to play 'uncertainty'
19:40 - Rate cut vs. stocks
27:10 - Bitcoin
#economy #investing #stocks

Aug 2, 2024 • 53min
'Slow Motion Fiscal Crisis' As U.S. Debt Hits Record $35 Trillion | Lyn Alden
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Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the U.S. fiscal situation, monetary policy update, and asset allocation for the remainder of 2024.
*This video was recorded on July 31, 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 - Labor market
3:28 - Fed rate cut
13:13 - Sovereign debt crisis?
15:39 - Bond market
18:20 - Small-cap rotation
20:05 - AI investment themes
24:47 - Copper
27:00 - Bitcoin
30:30 - Liquidity
33:58 - $35 trillion in debt
40:09 - Federal interest payment
43:00 - China's holdings of U.S. Treasuries
46:20 - Yen and BoJ
48:36 - Housing market
#stocks #bitcoin #economy