The David Lin Report

John Belton, Portfolio Manager at Gabelli Funds, discusses tech stocks in the U.S. vs. tech stocks in China.*This video was recorded on February 10, 2025Subscribe 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 JOHN BELTON:Gabelli Funds: https://www.gabelli.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@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 - Intro1:20 - Is the NASDAQ topping?3:53 - DeepSeek vs. U.S. tech stocks 8:03 - Is NVIDIA still a buy?9:50 - Chinese AI vs. U.S. AI12:20 - Q1 tech earnings 16:00 - Trump’s “Stargate”20:50 - Microsoft 23:56 - Google and Gemini28:00 - Asset allocation 32:40 - Tesla#stocks#technology#ai

Bob Elliott, CEO of Unlimited, discusses DOGE, markets flatlining, and economic growth. *This video was recorded on February 13Subscribe 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 BOB ELLIOTT: X (@BobEUnlimited): https://x.com/BobEUnlimited TikTok (@bobeunlimited)   / bobeunlimited  FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@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 - Intro0:48 - Stock performance2:06 - Fiscal policy and economic growth5:11 - Inflation8:04 - Labor market11:13 - DOGE16:27 - Gold19:23 - USD22:15 - Consumer debt24:37 - Asset allocation#inflation#economy#investing

Judy Shelton, Senior Fellow at The Independent Institute and former Economic Advisor to President Trump, discusses the Fed, Consumer Financial Protection Bureau, a "radical" solution to end inflation, and gold-backed bonds.*This video was recorded on February 12, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JUDY SHELTON: Twitter (@judyshel): https://twitter.com/judyshel"Good as Gold: How to Unleash the Power of Sound Money": https://www.amazon.com/Good-Gold-Unleash-Power-Sound/dp/1598133896FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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 - Intro1:10 - Consumer Financial Protection Bureau10:55 - Full audit of the Fed14:55 - Central bank independence 19:10 - ‘Radical’ solution to inflation26:50 - Question the Fed29:00 - Gold standard 35:40 - Monetarism 41:49 - Gold-backed bonds#trump #economy #investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offDanielle DiMartino Booth, CEO of QI Research, discusses the release of the latest Fed minutes, and what's next for monetary policy in light of an ongoing trade war. *This video was recorded on February 19, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DANIELLE DIMARTINO BOOTH:QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/MEM24Twitter (https://x.com/DiMartinoBooth): @DiMartinoBoothFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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 - Fed minutes 3:20 - Tariffs vs. inflation5:04 - DOGE and the labor market 9:00 - Trump’s policies and economic growth 12:20 - Layoffs16:40 - Fed’s next moves 20:37 - Tax cuts 24:00 - Immigration policies #economy #investing #tariffs

Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses what's next for the Ukraine War after President Trump and President Putin begin negotiations. *This video was recorded on February 18, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://twitter.com/bcaresearch X (@mgertken): https://x.com/mgertkenFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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.#ukraine #russia #trump

Chance Finucane, CIO of Oxbow Advisors, discusses the sectors that will likely ourperform in 2025 and 2026.*This video was recorded on February 7, 2025Subscribe 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:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV):   / davidlin_tv  Instagram (@davidlin_TV):   / davidlin_tv  For business inquiries, reach me at david@thedavidlinreport.com0:00 - Bond Market Reaction To Trump Tariffs7:44 - Mag7 vs Global Stock Markets9:45 - Tech Bubble 2.011:35 - Top Undervalued Assets14:25 - How DOGE will affect the US Bond Market15:57 - How The Trade War Will Change The Stock Market19:11 - Jobs Report Update21:00 - Energy Sector23:30 - Risks In The Market*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#stocks#economy#investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offMatthew Sigel, Head of Digital Assets Research, discusses the short and long-term outlook for Bitcoin.*This video was recorded on February 10, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MATTHEW SIGEL:X (@matthew_sigel): https://x.com/matthew_sigelVanEck: https://www.vaneck.com/us/en/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com0:00 - $180K Bitcoin in Q1 20254:50 - How Trade Wars Will Affect Bitcoin11:24 - Bitcoin's Correlation With Risk Assets12:30 - Bitcoin Strategic Reserve15:29 - Has Trump Betrayed the Bitcoin Community?19:17 - Major Predictions For the Crypto Space in 202530:16 - How Policy Changes in China will Affect Bitcoin*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#bitcoin #crypto #investing

Vincent Reinhart, Chief Economist at BNY Investments, discusses the impact of tariffs on the economy. *This video was recorded on February 12, 2025Subscribe 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 VINCENT REINHART:BNY Investments: https://www.bny.com/investments.htmlFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@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 - CPI and inflation4:56 - Fed rate cuts6:17 - Tariffs20:21 - Market impact of tariffs21:40 - Economic growth 25:00 - Global liquidity 27:39 - Debt ceiling31:02 - Labor markets33:20 - Recession risk#economy#inflation#investing

Clem Chambers, Founder of ANewFn, discusses the "last leg of the run-up" and what's next. *This video was recorded on February 7, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CLEM CHAMBERS:ANewFn: https://www.anewfn.com/X (@ClemChambers): https://twitter.com/ClemChambersFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com0:00- Inflation Fears Rise6:41- 10-Year Treasury Outlook14:15- Gold21:28- Should We Be Worried about AI Stocks? 23:44- NASDAQ27:32- When Will The Bull Market End?29:04- Bitcoin32:25 Top Asset for 2025*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#stocks #investing #trading

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offChris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/david..., discusses market momentum and the next targets for stocks, gold, and the U.S. dollar.Watch Chris' last video with me:    • Markets On Verge Of Big Breakout; Chr...  *This video was recorded on February 14, 2025Subscribe 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 CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/david...YouTube channel:    / @thetechnicaltraders   X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@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 - Intro1:13 - Long the markets or bearish?13:46 - Bear market signs 17:00 - ‘Expect chaos’ 18:40 - Gold and miners30:15 - Dollar36:10 - Natural gas#stocks#trading#investing