

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 23, 2024 • 36min
Ethereum Just Exploded, Biggest Single-Day Surge In 2024, What's Next? | OKX's Hong Fang
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Ethereum
2:00 - Crypto ETFs
7:23 - Crypto adoption trends
10:00 - Bitcoin price outlook
13:26 - China's adoption of Bitcoin
16:00 - Popular cryptos now
19:16 - Meme coins
23:33 - AI and crypto
26:00 - OKX and crypto exchanges
#bitcoin #ethereum #crypto

May 23, 2024 • 35min
Unemployment Reached 'Critical Mass', Not Since 2008 Has This Happened | Danielle DiMartino Booth
Danielle DiMartino Booth, CEO of QI Research, discusses how the economy has reached a "critical mass" of unemployment and labor market deterioration.
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*This video was recorded on May 22, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - Recession landed
3:00 - Birth-death model
4:30 - Nonfarm payrolls
7:34 - Fed and rate cuts
12:10 - Refi risks and housing
17:00 - Sahm Rule
18:55 - Recession and markets
24:50 - What would cause financial crisis?
26:10 - Credit score inflation
27:45 - Economic outlook
32:10 - Living standards
#investing #economy #recession

May 22, 2024 • 36min
'Mega Crisis' Is Here: Assets That Will Survive Coming 'Fourth Turning'| David Hay
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David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles.
*This video was recorded on May 21, 2024
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Haymaker Substack Page: https://haymaker.substack.com/
Dave's Biographical Page: https://evergreengavekal.com/team/dav...
Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-hist... (Enter LINREPORT50 for a 50% discount)
Evergreen Compatibility Survey: https://evergreengavekal.com/compatib...
LinkedIn: / davidhayevergreencapital
Twitter (@Haymaker_0): / haymaker_0
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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 - Preferred assets
4:07 - Platinum and palladium
8:30 - Copper
12:40 - Labor market
17:00 - Asset allocation
20:16 - Bond yields
22:38 - Ray Dalio's advice
28:55 - Good value assets
32:30 - Bubble 3.5
#investing #economy #markets

May 21, 2024 • 47min
Market Wildcards: Terrorism Threats, Geopolitical Hotspots | Lewis Sage-Passant
Lewis Sage-Passant, who formerly worked for British military intelligence and is now the Global Head of Intelligence at Novo Nordisk, discusses the threats of terrorism, war, and current geopolitical hotspots around the world.
*This video was recorded on May 20, 2024
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LEWIS SAGE-PASSANT
Twitter (@LSagePassant): https://x.com/LSagePassant
Encyclopedia Geopolitica: https://encyclopediageopolitica.com/
YouTube: / @encyclopediageopolitica2744
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:29 - Lewis’ background
2:59 - Terrorism
11:50 - Taiwan Strait
18:51 - Iran-Israel
27:00 - War in Ukraine
37:02 - Global security risks
#investing #geopolitics #economy

May 20, 2024 • 48min
Brink Of Civil War? Economy Enter ‘Suffering Phase’, Threat Of Violence Real | Adrian Day
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Adrian Day, President of Adrian Day Asset Management, discusses the the coming "suffering phase" for most people as interest rates stay higher for longer.
*This video was recorded on May 17, 2024
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Adrian Day Asset Management: https://adriandayassetmanagement.com/
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:27 - Inflation
4:17 - Higher rates for longer
6:19 - Economic growth
13:42 - Labor market
16:00 - Fed monetary policy
18:00 - Ray Dalio's civil war prediction
23:00 - China sells U.S. treasuries
28:45 - Gold price recap
35:00 - Gold miners
41:19 - Gold price outlook
44:54 - Junior vs senior gold stocks
#stocks #investing #economy

May 20, 2024 • 52min
Art Laffer & Steve Hanke: Is Great Depression 2.0 And Poverty Coming?
Arthur Laffer, Chairman of Laffer Associates and Steve Hanke, Professor of Applied Economics At Johns Hopkins University, discuss the biggest problems the economy faces and how to solve them.
*This video was recorded on May 15, 2024
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FOLLOW STEVE HANKE:
Twitter (@steve_hanke): / steve_hanke
Email: hanke@jhu.edu
FOLLOW ARTHUR LAFFER:
The Laffer Center: https://laffercenter.org/
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #economics #investing

May 18, 2024 • 33min
Market Crash Signals Flashing But This Sector Is About To Explode | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of The Technical Traders.com, analyzes the latest market momentum, and predicts much more upside for gold and gold stocks.
Chris' last interview with me: • Will Market Correction Continue? 'I F...
*This video was recorded on May 17, 2024
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The Tech Traders https://thetechnicaltraders.com/membe...
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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
1:17 - Momentum
4:06 - Early warning signals
6:40 - VIX
8:55 - Meme stocks
12:30 - Tech stocks
16:24 - Chris’ trading strategy
23:55 - Gold and gold stocks
31:05 - The Technical Traders
#stocks #gold #trading

May 17, 2024 • 31min
Will Bitcoin Crash 50%? 'Volatility Ahead' Before Fed Cuts | Kevin Maloney
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Kevin Maloney, CEO of iTrust Capital discusses the recent Bitcoin price action, inflation, outlook for Fed monetary policy.
Kevin's last interview with me in April: • Brace For Bitcoin Price Correction, H...
*This video was recorded on May 16, 2024
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Website: https://itrust.capital/David
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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
1:20 - Bitcoin price update
6:10 - Institutional demand
8:50 - When will the Fed cut rates?
12:30 - Bitcoin vs. monetary policy
13:50 - Meme stocks and cryptos
24:37 - iTrust Capital
#bitcoin #crypto #investing

May 17, 2024 • 42min
World In More ‘Threatening State’, Volatility Ahead, Warns Former BoE Economist | Charles Goodhart
Charles Goodhart, Former Monetary Advisor to the Bank Of England, explains the biggest problems that the world economies are facing today, and potential solutions to these crises.
*This video was recorded on Mary 13, 2024
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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
1:54 - Future equity market returns
8:50 - Fiscal policy
11:26 - Inflation vs. Deflation
15:00 - Unsustainable deficit level
18:51 - BoE gold reserves
21:29 - Goodhart’s Law
30:44 - Evaluating the Fed
32:45 - Inflation targeting
#investing #economy #stocks

May 16, 2024 • 30min
Hundreds Of Banks Face 'Serious Challenges', How Many Will Fail? | Brian Graham
Brian Graham, Partner at Klaros Group, discusses the risks that the banking sector faces.
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*This video was recorded on May 14, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
BRIAN GRAHAM:
Klaros Group: https://www.klaros.com/
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 - How many banks are stressed?
4:05 - Stress tests on banks
7:15 - Capital requirements
11:15 - Bank mergers
19:22 - Commercial real estate
25:30 - Interest rate outlook
#banks #economy #stocks