

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 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/
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YouTube: https://www.youtube.com/@Thegoldforecast
FOLLOW DAVID LIN:
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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
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:
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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
1:13 - 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

Jun 19, 2024 • 47min
India To Surpass U.S. In 25 Years Says India’s Ex-Chief Economist | Krishnamurthy Subramanian
Krishnamurthy Subramanian, Former Chief Economic Advisor for the Government of India, and the current Executive Director for India, Bangladesh, Sri Lanka, and Bhutan at the IMF, discusses his forecast for the growth rate of the Indian economy over the next few decades.
*This video was recorded on June 17, 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 DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
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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
1:30 - Modi’s election
6:00 - “Make In India”
13:15 - Improving standard of living
17:55 - Growth forecast
29:40 - Brain drain
34:36 - Gender imbalance
39:00 - Economic composition
42:25 - Indian rupee
#india #economy #modi

Jun 18, 2024 • 33min
The World Faces Severe Deficit Of Critical Minerals, What's Next For Commodities Prices?
Bryan Slusarchuk, CEO of Great Pacific Gold Corp., discusses the long-term outlook for gold and copper.
This video was conducted on behalf of Great Pacific Gold Corp, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/dis...
*This video was recorded on June 14, 2024, and is sponsored by Great Pacific Gold Corp.
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
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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
1:14 - Gold
13:38 - Copper
21:07 - Mining in Canada
23:45 - Mining in Papua New Guinea
#commodities #investing #mining

Jun 18, 2024 • 35min
Signs Point To Market ‘Tilt’, These Assets To Sell Off First | Mike McGlone
Learn more about Caleb & Brown at: https://bit.ly/candbdavidlin
Mike McGlone, Senior Commodity Strategist of Bloomberg Intelligence, discusses his outlook for the economy, stocks, Bitcoin, and commodities.
Mike's last interview with me: https://youtu.be/kxEXmq67oBI?si=bU8NV...
*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 MIKE MCGLONE:
Twitter (@mikemcglone11): https://twitter.com/mikemcglone11
LinkedIn: https://www.linkedin.com/in/mike-mcgl...
FOLLOW DAVID LIN:
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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
1:00 - Inflation
6:34 - Stocks
9:45 - Interest rates
13:39 - Petrodollar
16:23 - Oil
22:18 - Copper
25:24 - Bitcoin
31:25 - Gold
#investing #economy #stocks

Jun 16, 2024 • 52min
'Never Before Seen' Oversupply Of Oil To Collapse Crude Price? | Doomberg & Paul Sankey
The IEA projects a peak of oil demand by 2029, followed by "spare capacity never seen before other than at the height" of the 2020 era of excess supply. Doomberg and Paul Sankey, President of Sankey Research, discuss their analysis and projections for the future of the energy market.
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*This video was recorded on Jun 14, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW DOOMBERG:
Website: https://doomberg.com/
Substack: https://doomberg.substack.com/
FOLLOW PAUL SANKEY:
Website: https://sankeyresearch.com/
Twitter (@SankeyResearch): / sankeyresearch
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
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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
1:30 - Oil price outlook
8:30 - IEA supply forecast
20:10 - Reversal of green policies you
35:00 - EVS
37:50 - Petrodollar
#oil #investing #economy

Jun 15, 2024 • 41min
Is Economy Plunging Into Great Depression 2.0? | George Selgin
George Selgin, Senior Fellow of the Cato Institute, discusses what brought the economy out of the last Great Depression of the 1930s, and whether or not the economy of today shows any parallels and similarities.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on June 11, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW GEORGE SELGIN:
Twitter (@GeorgeSelgin): https://x.com/GeorgeSelgin
The Menace of Fiscal QE: https://www.amazon.ca/Menace-Fiscal-Q...
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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
0:40 - The Great Depression
9:00 - What cured the last Depression
14:35 - Stimulus
17:00 - Protectionism and globalization
21:55 - Unemployment
25:00 - Bitcoin
27:16 - Gold
29:50 - Stock market crash
35:16 - AI and the economy
#investing #economy #bitcoin

Jun 14, 2024 • 25min
‘Complete Loss Of Your Paycheck’: Bankruptcy Cycle In ‘High Gear’ | Danielle DiMartino Booth
Danielle DiMartino Booth, CEO of QI Research, recaps the latest June FOMC meeting, and discusses the accelerating bankruptcy cycle's impact on the labor market and inflation.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*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 DANIELLE DIMARTINO BOOTH:
QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/M...
Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth
FOLLOW DAVID LIN:
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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
1:45 - FOMC recap
4:48 - Bankruptcies
7:50 - Labor market
9:40 - Dot plots
12:40 - GDP outlook
15:33 - Consumer spending
16:47 - Treasury yields
17:20- Stock market outlook
19:28 - Inflation outlook
21:16 - Dollar index
22:30 - Elections around the world
#investing #economy #federalreserve

Jun 13, 2024 • 45min
‘Inescapable Debt Trap’: Fed Going ‘Right Back’ to 0% | Brien Lundin
Brien Lundin, Editor of Gold Newsletter, discusses the "inescapable debt trap" that could devalue currencies, and the assets that will likely outperform in the coming years.
*This video was recorded on June 4, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW BRIEN LUNDIN:
Gold Newsletter: https://goldnewsletter.com/
Twitter (@Brien_Lundin): https://x.com/Brien_Lundin
New Orleans Investment Conference: https://neworleansconference.com/
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): https://twitter.com/davidlin_TV
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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
1:09 - GPUs and data centers
4:40 - Nuclear power
6:20 - Uranium
11:20 - Copper
16:37 - Mining stocks
21:48 - Unsustainable debt
28:48 - Fed monetary policy
34:17 - Investment implications
40:10 - Soft landing
42:43 - New Orleans Investment Conference
#economy #investing #commodities

Jun 13, 2024 • 39min
Fed Keeps Rates Unchanged, 'Hard Landing' Approaches | Lobo Tiggre
Lobo Tiggre, Editor of The Independent Speculator, recaps the market's reaction to the June FOMC meeting decision, and gives his outlook on the economy and comoodities.
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
*This video was recorded on June 12, 2024
Lobo's last interview with me in March, 2024: https://youtu.be/BTacLxPlNxo?si=15Giq...
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW LOBO TIGGRE:
The Independent Speculator: https://independentspeculator.com/
Twitter (@duediligenceguy): https://twitter.com/duediligenceguy
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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 to FOMC
5:48 - Fed's reaction to inflation data
9:22 - Inflation outlook
14:22 - Copper
21:44 - Gold
25:14 - Mining stocks
28:26 - Warren Buffett vs. gold
36:00 - Mining M&A
#investing #economy #federalreserve