The David Lin Report

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: https://www.masterworks.com/cd Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations. Watch Chance's last interview with me:    • Danger Ahead: Markets Mispriced The F...   *This video was recorded on July 15, 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 CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors):   / oxbow_advisors   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 1:08 - Presidential election and markets 3:45 - Warren Buffett Indicator 7:35 - AI trend 9:20 - Mean regression trade 11:35 - Inflation 13:51 - Fed cuts 15:41 - Yield curve 18:00 - Semiconductor companies 24:00 - Mega-cap companies 26:45 - Golden Era of Growth #stocks #economy #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jason Shapiro, Owner of Crowded Market Report.com, discusses recent market sentiment and the rotation out of tech stocks. Watch Jason's last interview with me: https://youtu.be/tiL33ttPb3U?si=dMSatKsIguJo7Wlq *This video was recorded on July 17, 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 JASON SHAPIRO: Crowded Market Report: https://www.crowdedmarketreport.com/ Twitter (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt 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 0:00 - Intro 0:56 - Market inflection 6:24 - Tech stocks down 9:35 - Russell 2000 10:30 - Energy 11:50 - Market levels targets 12:48 - Crowd sentiment 13:27 - Valuations 16:55 - “Setting yourself up for failure” 19:27 - What is market pricing in? 21:55 - Mining stocks 24:30- Yen 25:29 - Bitcoin 27:44 - Volatility and VIX 29:51 - Recession trade 31:50 - Presidencies and stocks 34:20 - Bullish argument 35:10 - Bearish argument *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #stocks #trading #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Ivy Zelman, Co-Founder of Zelman & Associates, and Alan Ratner, Managing Director of Zelman & Associates, discusses the outlook for mortgage rates, demand, homebuilding activity, and home prices. *This video was recorded on July 10, 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 ZELMAN & ASSOCIATES: Annual Housing Summit - September 12 & 13 in Boston. Hear lively panel discussions from C-Suite Executives and fresh perspectives as well as rich market content on the housing ecosystem. For more details and registration – https://zelmanassociates.swoogo.com/2... If you register, select “New Participant” as the registration type. Learn More About Zelman: https://www.zelmanassociates.com/ Contact Kim Gray at kim@zelmanassociates.com 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 0:00 - Intro 1:30 - Outlook on rates 5:56 - Homebuilding updates 10:33 - Listings rising 11:40 - Sellers’ market 14:10 - Lumber 16:30 - Home price growth 17:10 - Cap rates outlook 18:20 - Cities where home prices are falling 19:55 - New vs. existing home prices 21:47 - Rental market 26:42 - Fertility trends 29:51 - Housing affordability 33:53 - Entry-level homes 35:25 - Household formation 38:10 - Wealth effect 39:53 - Agent fees 40:34 - Markets that could gain value 42:08 - Home insurance 42:41 - Climate change and homebuilding 45:00 - Risk of financial crisis 49:10 - Foreign buyers *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #realestate #housingmarket #economy

Get 50% off your first order of CookUnity meals — go to https://cookunity.com/david50 , use my code DAVID50 at checkout to try them out for yourself! Thanks to CookUnity for sponsoring this video!  Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses the current market rotation out of big tech stocks into the small cap stocks, which have soared. Watch Chris' last interview with me: https://youtu.be/axJZlKO5WYU?si=pmzdtvWUODkClFYa *This video was recorded on July 16, 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 CHRIS VERMEULEN: The Technical Traders: https://thetechnicaltraders.com/davidlin/ YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw Twitter (@TheTechTraders): https://x.com/TheTechTraders 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 1:50 - Huge market rotation 6:29 - Small caps and economic data 12:00 - Market reaction to Trump assassination attempt 13:43 - Market stages 16:44 - Gold 19:00 - Silver 20:19 - Bitcoin 24:27 - Market positioning 25:45 - Homebuilding 29:31 - Next bear trend 31:00 - The Technical Traders #stocks #trading #economy

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off DeleteMe international Plans: https://international.joindeleteme.com Matthew Piepenburg, Partner of Von Greyerz AG *This video was recorded on July 15, 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 MATTHEW PIEPENBURG: Website: https://goldswitzerland.com/ 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 0:00 - Intro 1:07 - Rise in social unrest 9:07 - Market reaction and outlook 15:31 - Inflation 20:43 - debt crisis 27:45 - Gold 37:00 - "Coming Great Conflict" 43:00 - Risk-on sentiment *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #election

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off DeleteMe international Plans: https://international.joindeleteme.com Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses the market and election impact of the recent assassination attempt of Donald Trump. *This video was recorded on July 15, 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 MARKO PAPIC: Twitter (@Geo_papic): https://x.com/Geo_papic BCA Research: https://www.bcaresearch.com/ 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 2:06 - Trump assassination attempts and election 6:47 - Democrat response 8:40 - Trump now vs. 2020 10:35 - Foreign policy 11:40 - Ukraine war 17:35 - Oil 20:05 - What is Putin’s end goal? 22:05 - Multipolar world 25:16 - Geopolitical premium 27:23 - Economic growth outlook #trump #election #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Dan Weiskopf, Portfolio Manager of Tidal Financial Group, discusses the outlook for Bitcoin, the future of Bitcoin miners, and the widely anticipated ETF ETF. *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 DAN WEISKOPF: Tidal Financial: https://tidalfinancialgroup.com/ Twitter (@ETFProfessor): https://x.com/ETFProfessor 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 1:30 - Bitcoin outlook 4:30 - Institutional demand 6:20 - Bitcoin ETF flows 11:29 - ETH ETF 15:00 - Bitcoin miners' costs 19:24 - BLOK ETF 20:57 - MicroStrategy 24:30 - Bitcoin miners' future #investing #bitcoin #economy

Allan Licthman, Distinguished Professor of History, American University, discusses the 13 "Keys to the White House." *This video was recorded on July 11, 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 ALLAN LICHTMAN: YouTube: https://www.youtube.com/@AllanLichtmanYouTube Predicting the Next President: The Keys to the White House, 2024: https://www.amazon.ca/Predicting-Next-President-White-House/dp/B0D1MTSN7H/ref=sr_1_1?crid=2TP73DIT899QZ&dib=eyJ2IjoiMSJ9.cxJPdOLiq-RpVJstYn0AW7FNC0UV95nc5CxQCxYf2Fxh4EP5VhsMYm9Mj3GYx6THSYjLetu_uQ8eLIjBtaLuAeGxYNnBWwQ5YF6ZiY9s8oyOdkLe7FemdzZbR7KvTFf-OCjIcP-BimYIwrhseqfsxL9p-JOyMwoE5ngUPmSEIdvUJGl3utZ6hFaTeUsncy4IGXXnL2r3XzlxGteRTC40WRIaKgZjztyzytEMAxg1-whOfb1mltSLs94rXyqM7f2IS4w2TDWHK6kGh8RP8gXsNeQmBIL9nRTjEumpLZ1FmZo.eoKY1GJ19M2u6GY8DVEMS2dKSt4TEL4Om02_9t66yPw&dib_tag=se&keywords=allan+lichtman&qid=1720654643&sprefix=allan+lichtma%2Caps%2C89&sr=8-1 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 1:33 - Democratic Convention 4:30 - Charisma 6:19 - Will Biden drop out? 9:03 - Trump's debate performance 11:27 - Debate track record 12:53 - Media coverage of debates 14:36 - Trump in 2016 vs. now 17:55 - Economy 21:15 - Scandals 25:15 - Foreign policy 26:20 - Origin of the "Keys" 28:55 - Demographic changes 29:28 - Technological changes 30:20 - Betting markets #politics #election #economy

Learn more about West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF): https://westredlakegold.com/ Subscribe to my free newsletter: https://davidlinreport.substack.com/ Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed's response to current macroeconomic conditions. Watch Tavi's last interview with me: https://youtu.be/becLT1YbyBM?si=0A5vj... *This video was recorded on July 9, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW TAVI COSTA: Crescat Capital: https://www.crescat.net/ Twitter (@TaviCosta): https://twitter.com/TaviCosta 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 0:00 - Intro 2:00 - Yield curve steepening 10:45 - Currencies 12:20 - Bull vs. Bear steepener 18:40 - Financial vs. “real” assets 20:57 - Fed cuts 24:00 - China’s “gold rush” 26:47 - Gold price outlook 29:50 - Dollar outlook 32:30 - Which “real asset” will outperform? 37:00 - Mining industry 47:30 - Gold’s price “floor” *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #stocks

Brett Heath, CEO of Metalla Royalty, discusses his outlook for inflation, Fed monetary policy, market reaction, and the mining sector. *This video was recorded on July 11, 2024 Subscribe to TDLR 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 BRETT HEATH: Metalla Royalty: https://www.metallaroyalty.com/ Metalla Royalty Twitter (@metallaroyalty):   / metallaroyalty   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 1:35 - Market reaction to CPI report 2:33 - Fed rate cut 5:37 - Inflation to return 6:22 - Gold and inflation 9:50 - Metalla Royalty 12:15 - Mining stocks 16:35 - Investor sentiment 18:14 - Gold price outlook 20:40 - Silver #stocks #economy #inflation