The David Lin Report

Danielle DiMartino Booth, CEO of QI Research, analyzes the Fed's decision to keep the Fed Funds Rate unchanged today, and what's next for monetary policy. Watch Danielle's last interview with me:    • Unemployment Reached 'Critical Mass',...   *This video was recorded on July 31, 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 DANIELLE DIMARTINO BOOTH: QI Research Substack: https://dimartinobooth.substack.com/M... Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 0:43 - 'Material cooling' of labor market 2:42 - September rate cut 4:58 - Hard landing? 8:00 - Why not cut rates now? 10:45 - Inflation outlook 12:52 - Bond yield outlook 14:44 - Politics and the Fed 16:05 - What would make Fed hold rates 17:25 - Asset allocation #federalreserve #economy #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David David Hay, Co-CIO of Evergreen Gavekal, discusses the coming "Fourth Turning" and how it impacts markets. *This video was recorded on July 30, 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 HAY: Haymaker Substack Page: https://haymaker.substack.com/ Dave's Biographical Page: https://evergreengavekal.com/team/david-hay/ Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/ LinkedIn: https://www.linkedin.com/in/davidhayevergreencapital/ Twitter (@Haymaker_0): https://twitter.com/Haymaker_0 FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 2:20 - Sector rotation 4:00 - “I’ve Never Seen Americans This Scared’ 8:00 - Recession 10:00 - Deficit fiasco 11:00 - Recession by election? 13:00 - Federal debt and interest payments 16:34 - Bond market 19:50 - Tech stocks 25:57 - Oil 30:50 - Gold 34:49 - Fourth Turning 37:15 - ’Stealth default’ 39:14 - Stealth Civil War #investing #economy #markets

Ian Harris, CEO of Libero Copper (TSXV: LBC, OTCQB: LBCMF), discusses the paradigm shift in energy demand that will push the copper price to "ballistic" levels. *This video was recorded on July 23 and is disseminated on behalf of Libero Copper & Gold Corp. 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 LIBERO COPPER: Website: https://www.liberocopper.com/ LinkedIn: https://www.linkedin.com/company/libero-mining/ X: https://x.com/LiberoCopper Facebook: https://www.facebook.com/liberocopper/ Instagram: https://www.instagram.com/liberocopper/ FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 0:42 - New energy demand 7:36 - Copper usage by sector 8:30 - Copper price trend 12:00 - Dr. copper and economy 16:40 - Copper price projection 18:30 - Deficit is inevitable 24:10 - Car industry 26:40 - Government policies 29:00 - Libero Copper #investing #copper #commodities

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Paul Barron, CEO of Paul Barron Network, discusses Donald Trump's Bitcoin platform, the outlook on tech stocks, and projections for the Bitcoin price. *This video was recorded on July 29, 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 PAUL BARRON: Paul Barron Network: https://www.paulbarronnetwork.com/ Twitter (@paulbarrontv): https://twitter.com/paulbarrontv Paul Barron YouTube: https://www.youtube.com/@UC4VPa7EOvObpyCRI4YKRQRw FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:45 - Tech sell-off 3:53 - NVIDIA 6:00 - Apple and chips 7:30 - Intel 9:00 - Future of chips 11:00 - Trump and Gary Gensler 14:10 - Bitcoin strategic reserve 16:20 - Solution to debt situation 19:58 - Manipulating Bitcoin? 22:08 - Bitcoin vs. CBDC 24:00 - 4th Turning 25:45 - Democrat's crypto strategy 29:36 - Bitcoin price sentiment 35:31 - Ethereum ETF 37:10 - Solana 40:30 - AI #bitcoin #crypto #economy

Jeff Christian, Managing Director of CPM Group, discusses the recent gold and silver price action, his outlook for metals, and how politics influences commodities. *This video was recorded on July 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 CPM GROUP: Website: https://cpmgroup.com/ 2024 Silver Market Outlook: https://youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9 Twitter (@CPMGroupLLC): https://x.com/CPMGroupLLC FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 0:30 - Gold and silver price action 5:44 - Politics and volatility 9:38 - Trump vs. Harris 11:50 - Gold vs. presidencies 15:20 - Deficits vs. gold 17:10 - Gold and tech stocks 20:10 - Hedge funds buying gold 26:43 - Which President is better for gold? 30:40 - Gold price outlook 36:30 - AI and commodities #gold #investing #economy

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David W. Scott Stornetta, widely regarded as one of the co-founders of blockchain technology, cited in Satoshi Nakamoto's original Whitepaper, discusses the future of Bitcoin adoption, the impacts of changing government regulations, and the impact of AI on the labor force. *This video was recorded on July 28, 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 W. SCOTT STORNETTA: Twitter (@ScottStornetta): https://x.com/ScottStornetta LinkedIn:   / w-scott-stornetta-25186120   SureMark Digital: https://www.suremark.digital/ FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:50 - Republicans and crypto 5:05 - Democrats and crypto 7:05 - Weaker dollar 11:25 - Bitcoin ETFs 13:00 - Crypto mining 14:35 - CBDCs 23:00 - Medium of exchange 26:11 - Tokenization of real assets 20:20 - Will AI replace humans 37:46 - AGI 41:45 - Deepfake security 47:50 - Are we living in a simulation? #bitcoin #crypto #investing

Steve Hanke, Professor of Applied Economics, analyzes the latest inflation data, and discusses the Fed's financials, Donald Trump's economic platform, and banks' operational risks. *This video was recorded on July 26, 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 STEVE HANKE: Twitter (@steve_hanke):   / steve_hanke   Email: hanke@jhu.edu FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:20 - U.S.inflation 5:10 - Fed's actual loss 8:51 - Global inflation 17:46 - "America is going bankrupt" 21:54 - Trump's economic agenda 27:46 - JD Vance wants weaker dollar 38:10 - Trump wants Bitcoin strategic reserve 43:00 - Banks' operational risks #election #economy #investing

Melissa Kearney, Professor of Economics at the University of Maryland, discusses the global trend of lower fertility rates, and its economic and societal impacts. *This video was recorded on July 12, 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 MELISSA KEARNEY: Website: https://www.econ.umd.edu/facultyprofi... FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:03 - Fertility rate trend 4:48 - Impact on economic growth 6:58 - Retirement age 10:00 - Malthusian prediction 12:11 - Fertility vs. per capita growth 14:00 - Fertility incentives 16:33 - Household formation 18:28 - Global fertility trends 20:05 - Marriage and income 24:55 - Media influence 27:15 - AI and innovation 31:06 - Happiness vs. fertility rate 34:00 - Divorce vs. income 35:40 - Sectors affected 37:00 - Solutions to shrinking population 39:30 - Immigration 40:55 - Two-parent privilege #economy #demographics #populationgrowth

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Fred Thiel, CEO of Marathon Digital Holdings (NASDAQ: MARA), discusses why the company recently completed the purchase of $100 million of Bitcoin to add to its balance sheet, and why a potential Bitcoin Strategic Reserve is rumored to be announced by Donald Trump this week. *This video was recorded on July 26, 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 FRED THIEL: Website: https://www.mara.com/ Twitter (@fgthiel):   / fgthiel   FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 0:55 - $100 million BTC purchase 4:00 - Bitcoin sentiment 6:50 - Bitcoin strategic reserve 10:53 - Bitcoin at inflection point 12:00 - Bitcoin ETF 13:29 - Price outlook 14:55 - Political attitude on crypto 17:32 - Trump wants BTC mining in U.S. 19:13 - Ethereum 20:26 - Bitcoin mining costs 22:45 - Marathon Digital future plans #bitcoin #crypto #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the recent tech sell-off, Bitcoin, Ethereum, gold, and oil. *This video was recorded on July 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: Twitter (@davidlin_TV): https://twitter.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 Market Update 2:30 Fed Likely To Cut 3:33 NASDAQ 14:10 Semiconductors & Tech 20:04 Russell 2000 & Small Caps 23:55 Bitcoin & Ethereum 33:00 Metals 35:56 Oil 37:18 Yen #bitcoin #stocks #trading