

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

May 29, 2024 • 26min
Copper Squeezed To New Record, Massive Shortage To Push It Even Higher
Jason Bontempo, CEO of Gladiator Metals (TSXV: GLAD; OTCQB: GDTRF), discusses the recent copper price move to new all-time highs, and the demand-supply fundamentals that would push the price even higher.
*This video was recorded on May 23, 2024 and is sponsored by Gladiator Metals.
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW GLADIATOR METAL
Gladiator Metals: https://www.gladiatormetals.com/
Twitter (@GladiatorMetals): https://x.com/GladiatorMetals
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
0:40 - Copper shortage
2:39 - Demand for copper
5:42 - Copper mine closures
7:47 - Critical mineral
9:21 - McKinsey's copper outlook
11:00 - Copper exploration
12:05 - Gladiator Metals
#copper #commodities #investing

May 29, 2024 • 46min
'Radically Different' Crisis: Why Amazon Is Cutting Grocery Prices By 30% | Jeff Christian
Jeff Christian, Managing Director of the CPM Group, discusses his updated forecasts for gold, silver, and base metals, as well as the current trajectory of inflation in the U.S.
Jeff's call for record gold price in 2024 during his Dec. 2023 interview with me: https://youtu.be/J7zsaDygLdI?si=xDaJmm6MNmd6zWUX
*This video was recorded on May 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 CPM GROUP:
Website: https://cpmgroup.com/
2024 Silver Market Outlook: https://youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9
Twitter (@CPMGroupLLC): https://x.com/CPMGroupLLC
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
0:59 - Deflation?
5:05 - Fiscal policy and inflation
11:15 - Copper
16:07 - Silver outlook
27:28 - Gold vs. silver
33:30 - Gold outlook
#gold #investing #economy

May 29, 2024 • 25min
‘Fiscal Uncertainty Unchecked’: People Are Losing Faith In USD | Robert Eckford
Robert Eckford, CEO of Rua Gold (CSE: RUA | OTC: NZAUF), discusses the outlook for gold, and M&A in the mining sector.
This video was conducted on behalf of RUA Gold Corp, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/NZAUF-233
*This video was recorded on May 23, 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 RUA GOLD:
Website: https://ruagold.com/
Twitter (@RuaGold): https://x.com/RuaGold
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 - Gold price outlook
2:26 - Gold miners vs. gold
4:00 - Mining cost pressures
8:00 - M&A
11:20 - Peak gold
13:42 - RUA Gold
#mining #investing #stocks

May 27, 2024 • 52min
‘Monetary Crisis’: How To Survive Social Unrest, Loss Of Purchasing Power | Michael Campbell
Get 20% off on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin
Michael Campbell, Host of the Michael Campbell's MoneyTalks show, discusses the monetary crisis that has hit the economy, and how to survive an erosion of purchasing power that comes with this crisis.
*This video was recorded on May 27, 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 CAMPBELL:
Michael Campbell's MoneyTalks Show: https://mikesmoneytalks.ca/category/mikes-content/complete-show/
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 - Michael Campbell’s career
2:25 - Political landscape in 2024
9:18 - Threat of war
11:41 - DXY
17:33 - Recession
22:23 - Asset allocation
26:30 - Refinancing risks28:50 - Interest rate outlook
30:13 - Commodities
34:32 - Treasuries
36:25 - Real estate
44:52 - Immigration
48:35 - MoneyTalks show
#investing #economy #stocks

May 27, 2024 • 36min
‘Best Long Trade Ever’? This Metal Broke Records This Week, What's Next | Luke Norman
Luke Norman, Chairman of U.S. Gold Corp. (NASDAQ: USAU) discusses the recent surge of the copper price to new all-time highs, and what's next for base metals and gold.
This video was conducted on behalf of U.S. gold corp and was paid for by a third-party after David Lin was engaged for a one-time video interview. For our full disclaimer please visit: https://docs.google.com/document/d/1Y...
*This video was recorded on May 21, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW U.S. GOLD CORP.:
Website: https://www.usgoldcorp.gold/
Twitter (@usgoldcorp): xhttps://x.com/usgoldcorp
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
1:15 - Copper
8:25 - Gold
16:25 - Mining sector
21:33 - U.S. Gold Corp.
#commodities #mining #investing

May 27, 2024 • 33min
Population Collapse Is ‘Biggest Issue’ Threatening Economy | Darrell Bricker
Get 20% off on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin
Darrell Bricker, Global CEO of Ipsos Public Affairs, examines when the global population will peak, and the implications for the economy.
*This video was recorded on May 22, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW DARRELL BRICKER:
Ipsos: https://www.ipsos.com/en-ca
Twitter (@darrellbricker): https://x.com/darrellbricker
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 - Global population peak
6:16 - Economic impacts
8:04 - 'We're not prepared for it'
9:08 - Immigration
10:36 - Consumption trends
12:40 - Government incentives
14:15 - Cultural shifts
16:55 - AI and productivity
18:15 - Infant mortality rate
19:58 - Pros vs. cons
21:20 - Minimum population
22:30 - Impact on real assets
23:45 - Political impacts
25:41 - Solutions?
27:10 - Shifting trends in Canada
30:35 - Immigration policies
#demographics #economy #investing

May 26, 2024 • 38min
How The Middle Class Is Getting Wiped Out; ‘Worse Trouble Ahead’ | Ted Oakley
Get 20% of on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin
Ted Oakley, Founder of Oxbow Advisors, is warning that the middle class will continue to struggle this year, and that over the next 10 years, stock market returns will likely stagnate.
*This video was recorded on May 23, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW TED OAKLEY:
Oxbow Advisors: https://oxbowadvisors.com/
Twitter (@Oxbow_Advisors): / oxbow_advisors
YouTube: / @oxbowadvisors
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
1:15 - Recent eco data and the Fed
7:15 - Consumer sentiment
10:45 - Treasuries
15:36 - CRE bonds
17:35 - Growth/value stocks
23:00 - Cash position
25:50 - Real assets
31:00 - Consumer staples stocks
32:00 - Trading
33:54 - Passive vs. active investing
33:50 - Personal finance
#stocks #investing #economy

May 26, 2024 • 38min
Much Higher Unemployment Next, Market Bubble 'Unprecedented' | Dhaval Joshi
Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets.
*This video was recorded on May 20, 2024
Dhaval's last interview with me: • What Happens When ‘Biggest Housing Bu...
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW BCA RESEARCH:
Website: https://www.bcaresearch.com/
Twitter (@bcaresearch): / bcaresearch
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 - Market bubble
4:48 - Superstars vs. everyone else
14:00 - Long-term U.S. stocks returns
16:14 - American "exceptionalism"
22:00 - Labor market and recession
30:42 - Gold and Bitcoin
#stocks #economy #investing

May 25, 2024 • 32min
OpenAI & Apple Partnership: ‘Beginning Of The End’ Says Former Apple China R&D Chief
*This video was recorded on May 24, 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 JERRY LI:
Artela Network: https://artela.network/
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 - Apple China
3:50 - OpenAI and Apple deal
8:40 - 'Potentially dangerous'
10:26 - Vision Pro
12:30 - Applications of AI
14:30 - Competitors' response
15:55 - New product design
17:50 - Future of coding
18:30 - AI and blockchain
19:45 - Market impact
21:25 - Checks on AI
23:00 - Blockchain developments
25:30 - Artela Network
26:10 - Steve Jobs
27:30 - Next revolutionary product
#openai #apple #tech

May 23, 2024 • 31min
Fitch Ratings: Bank Sector 'Deteriorating' As Economy Weakens | Christopher Wolfe
Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Christopher Wolfe, Managing Director and Head of North American Banks at Fitch Ratings
*This video was recorded on May 21, 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 FITCH RATINGS:
Fitch Ratings: https://www.fitchratings.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
1:16 - US sovereign downgrade
2:40 - Is today like 2008?
5:15 - Deteriorating banking sector
7:30 - Consumer stress
11:12 - Large vs small banks
14:00 - Changing regulations
16:20 - CRE 'highly vulnerable'
21:20 - Residential real estate
22:35 - Fitch bank ratings
27:00 - Worst case scenario
29:07 - M&A activity
#investing #banking #economy