The David Lin Report

Eric Basmajian, economist and founder of EPB Research, discusses the rate at which the economy is slowing, the outlook for U.S. housing market, and the long-run real income outlook. Watch Eric's last interview with me: https://youtu.be/dmxDyKaB83M?si=5r1MlB1e0ZwBKUxt Housing supply at more than 16-year high: https://www.reuters.com/markets/us/us-new-home-sales-slump-six-month-low-may-2024-06-26/#:~:text=WASHINGTON%2C%20June%2026%20(Reuters),housing%20market%20recovery%20was%20faltering. *This video was recorded on July 2, 2024 Subscribe to TDLR 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 ERIC BASMAJIAN: EPB Research: https://epbresearch.com/ Twitter (@EPBResearch): https://twitter.com/EPBResearch YouTube channel: https://www.youtube.com/@EPBResearch 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 1:00 - Labor market overview 3:43 - Economic growth 12:54 - Housing supply 17:07 - New listings 20:48 - Home price outlook 22:17 - Lumber price 25:23 - Small business sector 27:20 - Investment implications 31:34 - Long-run income *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #realestate

Betsey Stevenson, Professor of Public Policy and Economics at the University of Michigan, and the former Chief Economist at the U.S. Department of Labor, discusses the current state of the labor market in the U.S., and ways to combat inflation. *This video was recorded on June 26, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW BETSEY STEVENSON: Think Like An Economist Podcast: https://art19.com/shows/think-like-an... 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 1:00 - Economy’s top issues 6:00 - Housing supply and inflation 9:20 - Rent control 11:24 - Consumer spending and home prices 14:10 - Inflation outlook 18:00 - Labor market overview 21:35 - Labour market polls 25:15 - Multiple job holders 30:30 - Which sectors grew the most? 34:21 - Demographics and labor tightness 42:18 - AI’s impact on labor force 53:59 - Paradox of declining female happiness #economy #jobs #inflation

Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China. Watch Peter's last interview with me: https://youtu.be/A1saGwvnoho?si=7cnKO... *This video was recorded on July 2, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW PETER BEREZIN: Twitter (@PeterBerezinBCA): https://twitter.com/PeterBerezinBCA BCA Research: https://www.bcaresearch.com/ BCA Research Twitter (@bcaresearch): https://twitter.com/bcaresearch 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 1:15 - Bullish to bearish 3:00 - Stocks vs. real economy 4:05 - Consumer spending 6:13 - Small businesses 7:26 - Unemployment rate 9:38 - The Fed and inflation 13:35 - S&P 500 target 16:21 - Tech stocks 20:30 - Defensive sectors 21:30 - Election and assets 24:42 - China’s economy 27:46 - Chinese gold demand 29:22 - Geopolitics 30:13 - Base metals 32:20 - Chinese stocks 33:00 - China’s impact on the U.S. 34:13 - Treasury yields #economy #stocks #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Adam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, discusses the challenges facing the real economy, and his outlook for stock markets. *This video was recorded on July 1, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THE KOBEISSI LETTER: Website: thekobeissiletter.com Twitter (@KobeissiLetter):   / kobeissiletter   Instagram (@kobeissiletter):   / kobeissiletter   Facebook:   / kobeissiletter   YouTube:    / @kobeissiletter   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 1:17 - Bond market 5:05 - Fed policy 7:05 - Inflation outlook 9:27 - Labor market 15:14 - “It’s a crazy world” 16:35 - Stock markets 20:10 - Recession vs. Soft landing 23:20 - Small businesses can’t pay rent 26:14 - Banks 27:46 - Asset allocation 28:43 - U.S. dollar 30:00 - Bitcoin #stocks #economy #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Lawrence Lepard, Managing Partner of Equity Management Associates, discusses how "waves of inflation" will need to return to prevent the financial system from "blowing up". He calls it a "debt doom loop". Watch Lawrence's last interview with me:    • $150k Bitcoin And $5k Gold: ‘Inflatio...   *This video was recorded on June 28, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LAWRENCE LEPARD: Equity Management Associates: https://ema2.com/ Twitter (@LawrenceLepard):   / lawrencelepard   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 1:21 - Election and economy 2:29 - Dedollarisation 6:47 - Dollar Milkshake Theory 9:02 - Household net worth 13:10 - Inflation and Fed policy 17:30 - Debt and deficit projections 24:20 - Bitcoin 37:121 - Gold #economy #investing #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Thomas Hayes, Chairman and Managing Member of Great Hill Capital, discusses the coming rotation in capital in the equity markets, and why he expects the Federal Reserve to cut rates even if their 2% inflation target is not fully achieved. Watch Thomas' last interview with me: https://youtu.be/mFm12gHyctQ?si=lZxB9... *This video was recorded on July 1, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/categor... YouTube: https://www.youtube.com/c/HedgeFundTi... Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips 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 1:26 - NVIDIA and tech stocks 5:40 - Market divergence 13:10 - Fed policy 19:28 - Rising debt 24:45 - China #investing #economy #stocks

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Gareth Soloway, Chief Market Strategist of Verified Investing (https://verifiedinvesting.com/), updates his outlook for NVIDIA, tech stocks, the economy, the dollar, Bitcoin, and gold. *This video was recorded on July 1, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... 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 - Intro 1:10 - Massive divergence 6:13 - NVIDIA 11:20 - Macroeconomic update 21:50 - Market positioning 24:46 - Currencies 25:55 - Bitcoin 28:55 - NASDAQ 100 32:13 - Gold 33:20 - Dollar Index 34:55 - "I'm 6-8 months early" #stocks #trading #nvidia

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down. *This video was recorded on June 26, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NEEDHAM FUNDS: Website: https://www.needhamfunds.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 *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - S&P 500 outlook 2:10 - Economy slowing 3:46 - Tech sector outlook 6:00 - Inflation, Fed policy 10:23 - Laggards of stock markets 11:30 - Defense sector 14:30 - Cybersecurity 16:41 - Small vs. large cap stocks 22:30 - NVIDIA 26:40 - Tech sector valuations 28:00 - AI investment themes #economy #investing #stocks

Doug Casey, Best-selling author of “Crisis Investing” and founder of the Crisis Investing Newsletter (https://www.CrisisInvesting.com/Davidlin), discusses the escalating risks of the Russia-Ukraine War, the U.S. as a “failing power”, and the asset that could be as undervalued as gold was in the 1970s. 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 Doug's last interview with me: https://youtu.be/UT-blba-Nhs?si=mqfPHzWIfQwAkXlH *This video was recorded on June 25, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DOUG CASEY: Crisis Investing Newsletter: https://www.CrisisInvesting.com/Davidlin Doug Casey's Take: https://www.youtube.com/@DougCaseysTake Twitter (@RealDougCasey): https://twitter.com/RealDougCasey "Speculator": https://www.amazon.ca/Speculator-Doug-Casey/dp/0985933259 "Drug Lord": https://www.amazon.ca/Drug-Lord-Doug-Casey/dp/194744901X "Assassin": https://www.amazon.ca/Assassin-Book-High-Ground-Novels/dp/1947449095 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 1:24 - Global conflicts 5:34 - Russia-Ukraine 10:15 - NATO 11:49 - Conscription and the draft 19:00 -Russian-U.S. relations 21:42 - ‘Failing power’ 25:00 - Economic outlook 30:0 - Rising debt 33:00 - Communism vs. Fascism 38:19 - Investment opportunities 42:27 - Uranium and nuclear power #investing #geopolitics #economy

Got injured in an accident? You could be click away from a claim worth millions. You can start your claim now with Morgan & Morgan at https://ForThePeople.com/David without leaving your couch. Remember, it's free unless you win. Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, remains tactically long the equity markets, but says major headwinds will prevail post-2025. Jim’s last interview: https://youtu.be/rygWjO-YjXc?si=h18c-VJHwx_tZX5U *This video was recorded on June 28, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JIM THORNE: Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/ Twitter (@DrJStrategy): https://twitter.com/DrJStrategy 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 1:16 - Credit markets will 'revolt' 3:00 - Tax policies 8:40 - Inflation 18:27 - Fed monetary policy 22:50 - Yield curve and recession 24:23 - AI and the economy 32:14 - Market outlook #stocks #trumpvsbiden #economy