

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

Jun 28, 2024 • 45min
Dollar Collapse As Petrodollar ‘Ends’? Steve Hanke Debunks Fake News, ‘Fairytales’
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the petrodollar disinformation, UBi, minimum wages, and the labor market.
*This video was recorded on June 27, 2024
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
0:30 - Petrodollar
11:30 - U.S. dollar outlook
14:37 - ‘California Madness’
15:42 - Minimum wage
23:17 - UBI
32:37 - Trump’s tax and tariffs plan
34:40 - Ricardian Equivalence
36:48 - Phillips Curve
41:22 - Argentina
#economy #economics #investing

Jun 26, 2024 • 41min
Are Income Taxes Getting Eliminated? Trump's Former Chief Economist Explains | Casey Mulligan
Casey Mulligan, Professor in Economics at the University of Chicago, and former Chief Economist at the White House Council of Economic Advisors for the Trump Administration, discusses tax and tariff policies, energy policies, government regulations and cost savings, and why cars could become out of reach for regular people.
*This video was recorded on June 13, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW CASEY MULLIGAN:
You're Hired!: http://yourehiredtrump.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
1:08 - Income tax proposal
6:07 - Protectionism and tariffs
10:16 - Income tax structures
13:35 - Energy policies
19:03 - Regulations and cost savings
24:00 - Zero-emissions targets
26:50 - Uranium and nuclear power
28:00 - Is U.S. still tech leader?
30:34 - UBI
32:15 - Standard of living
33:44 - Recession indicators
36:40 - Labor market
38:00 - "You're Hired"
#economy #investing #trump

Jun 26, 2024 • 24min
‘Trend Is Escalation’: Top Threats Facing Economy, Democracy | Sandra Navidi
Sandra Navidi, CEO of BeyondGlobal, discusses the rise of protectionism, dedollorisation risks, inflation, and the impacts of the global chip war on the economy.
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*This video was recorded on June 12, 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 SANDRA NAVIDI:
Twitter (@SandraNavidi): https://x.com/SandraNavidi
LinkedIn: https://www.linkedin.com/in/sandranavidi/
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
1:13 - A turn in the economy?
4:30 - Trade war and sanctions 6:50 - Chip war
13:45 - Rise of protectionism
14:30 - Global paradigm shifts
17:36 - Dedollorization
20:30 - “Superhub”
41:45 - “Future IQ”
#economy #investing #geopolitics

Jun 25, 2024 • 13min
‘Cost Of Living Crisis’: Why Wages Can’t Keep Up With Inflation | Tomas Philipson
Tomas Philipson, former Acting Chairman of the White House Council of Economic Advisors under the Trump Administration, discusses the causes of the "cost of living crisis" and why consumers are "getting squeezed".
*This video was recorded on June 13, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW TOMAS PHILIPSON:
LinkedIn: / tomas-j-philipson-ph-d-02878024
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
0:30 - Cost of living crisis
3:28 - Inflation Reduction Act
4:42 - Inflation components
7:00 - Housing affordability
8:00 - Debt
10:07 - Recession outlook
11:10 - Improving real wages
#economy #economics #investing

Jun 24, 2024 • 42min
Repeat Of 2008 Financial Crisis As Wave Of Foreclosures Coming | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses the brewing housing crisis and the impact on banks, as well as his outlook for equities indices, tech stocks, gold and the dollar.
*This video was recorded on June 24, 2024
Chris' last interview with me: https://youtu.be/WgxouYMP4jQ?si=L2R8C...
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW CHRIS VERMULEN:
The Technical Traders: https://thetechnicaltraders.com/david...
YouTube channel: https://www.youtube.com/@UCenLy4V5Ngx...
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/
CBC videos referenced:
Why banks are bracing for a mortgage renewal cliff: https://www.youtube.com/watch?v=42dIp...
Why are so many big-city condos sitting empty? https://youtu.be/xGfFBP7U7pQ?si=KCdxQ...
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
0:46 - Housing markets
7:37 - Banks
12:45 - Holding real estate
13:55 - Housing supply
17:10 - Indicators of housing correction
19:42 - Tech vs rest of market
25:13 - Sector driven market
34:00 - Gold
36:26 - Dollar
37:50 - Asset “revesting"
#stocks #trading #realestate

Jun 23, 2024 • 39min
What Really Pushed Gold To All-Time High? This Is Next For Price, Demand | Gwen Preston
Gwen Preston, VP of Investor Relations at West Red Lake Gold Mines, discusses the forces driving gold to new all-time highs this year, and her outlook for demand and the price.
West Red Lake Gold Mines CEO Shane Williams' last interview with me: https://youtu.be/DCTOuP1d-
2k?si=k-jS7Qt0I3vkbEbl
*This video was recorded on June 17, 2024 and is sponsored by West Red Lake Gold Mines
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW WEST RED LAKE GOLD MINES:
Website: https://westredlakegold.com/
Twitter (@WestRedLakeGold): https://twitter.com/WestRedLakeGold
LinkedIn: https://www.linkedin.com/company/west...
Instagram: https://www.instagram.com/westredlake/
Facebook: https://www.facebook.com/WestRedLakeG...
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
1:00 - Gold's macro drivers
5:44 - Gold demand sources
11:00 - Gold equities
15:00 - Chinese buying of gold
16:33 - M&A in gold equities
20:45 - Gold equities sentiment
25:00 - West Red Lake Gold Mines
36:20 - Gwen Preston
#investing #gold #stocks

Jun 21, 2024 • 29min
‘Roaring 20s’ Is Back: S&P To 8,000 Says Economist Who Called Rally | Ed Yardeni
Ed Yardeni, President of Yardeni Research, updates his outlook for the stock markets and economic growth.
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Ed's last interview with me: https://youtu.be/okVCu95W-HE?si=28i-N...
*This video was recorded on June 17, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW EDWARD YARDENI:
Yardeni QuickTakes: https://www.yardeniquicktakes.com/
Twitter (@yardeni): https://twitter.com/yardeni
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
1:00 - Market outlook
4:51 - Threats to growth’
9:30 - Small businesses
12:15 - Fed rate cuts
15:40 - Inflation
19:38 - Taylor Swift and BoE
20:41 - U.S. dollar
23:00 - Tariffs
25:12 - Credit card delinquency
26:24 - Sector outlook
#economy #stocks #investing

Jun 20, 2024 • 46min
Is Bitcoin Crashing 50%, Repeating 2021? This Is The Floor, Year-End Target | Aaron Dishner
Aaron Dishner, Co-Founder of The Better Traders, discusses the outlook for Bitcoin, Ethereal, and altcoins.
Follow The Better Traders: https://www.thebettertraders.com/
Better Crypto Signals: https://www.thebettertraders.com/signals
*This video was recorded on June 19, 2024 and is sponsored by The Better Traders
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW AARON DISHNER:
Twitter: @MooninPapa
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
1:20 - ETH vs BTC
4:28 - BTC
12:13 - Trump Crypto CBDCs
19:22 - BTC Technicals
24:32 - BTC vs gold
32:50 - Bot trading
#Bitcoin #crypto #trading

Jun 20, 2024 • 33min
‘The End Of Fiat Currencies As We Know It’ | Gary Wagner
Gary Wagner, Editor of TheGoldForecast.com, discusses his outlook for inflation, gold, monetary policy, and the impact of AI on our economy.
Gary's last interview with me: https://youtu.be/DVaUy2sSj-0?si=GVXQhrb-APwBXSop
*This video was recorded on June 19, 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 GARY WAGNER:
The Gold Forecast: https://thegoldforecast.com/
Twitter (@garyswagner): https://twitter.com/garyswagner
YouTube: https://www.youtube.com/@Thegoldforecast
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
0:55 - Inflation
9:44 - Consumer sentiment
12:00 - Fed monetary policy
15:32 - Stocks
20:25 - Gold and fiat
#investing #economy #trading

Jun 19, 2024 • 24min
Stocks To Fall Off Cliff Once ‘Concentration Bubble’ Pops | Michael Gayed
Michael Gayed, Publisher of the Lead-Lag Report, discusses a "concentration bubble" brewing. Year-to-date, the tech sector is the only sector beating the S&P 500 benchmark.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on June 18, 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 MICHAEL GAYED:
Lead-Lag Report: https://theleadlag.report/tdlr
Twitter (@leadlagreport): https://twitter.com/leadlagreport
YouTube channel: https://www.youtube.com/@leadlagreport
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
1:13 - Concentration risk
3:17 - 10-year yield
5:22 - Tech vs “market”
9:43 - Lumber/gold ratio
12:30 - Biotech
13:07 - VIX
14:30 - Sectors diverging from S&P
16:57 - Blow-off top
17:50 - Equities vs. Inflation
20:33 - Recession trigger
#economy #stocks #investing