The David Lin Report

You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin Gareth Soloway, Chief Market Strategist of Verified Investing.com, breaks down the most recent inflation report, and discusses his updated outlook for stocks, Bitcoin, commodities, and the dollar. *This video was recorded on May 15, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway):   / garethsoloway   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 - Inflation report 5:12 - Oil 7:35 - Inflation expectations 8:33 - Recession outlook 11:26 - Wall Street Bets meme stocks 14:19 - Gareth's recent trades 15:46 - Stocks 24:55 - Bitcoin 31:00 - Gold 34:05 - Dollar 35:00 - Most bullish asset 37:53 - Copper 38:18 - Most bearish asset 39:00 - Verified Investing

Mehrsa Baradaran, Professor of Law at UC Irvine, discusses the risks facing our financial system, as well as the consequences of neoliberalism "looting" America. *This video was recorded on May 9, 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 MEHRSA BARADARAN: Twitter (@MehrsaBaradaran): https://twitter.com/MehrsaBaradaran The Quiet Coup: https://www.amazon.com/Quiet-Coup-Neoliberalism-Looting-America/dp/1324091169 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 - Evolution of banking regulations 7:00 - Should banks fail? 13:20 - Another financial crisis 17:00 - Insuring crypto firms 21:11 - Capitalism and neoliberalism 26:42 - Wealth gap 35:10 - CEO pay 38:15 - Gold standard

Lars Christensen, Associate Professor at the Copenhagen Business School, discusses the outlook for global growth, China's economy, and the future of the dollar. *This video was recorded on May 9, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LARS CHRISTENSEN: Market Monetarist: https://marketmonetarist.com/author/l... LinkedIn:   / lars-christensen-422793   Twitter (@MaMoMVPY):   / mamomvpy   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 1:10 - Slowdown in China 5:58 - China and Japan demographics 7:51 - AI and productivity 10:14 - Developing economies 12:47 - Yuan 19:45 - Capitalism and freedom 21:10 - Globalization 25:58 - Future of global growth 32:56 - Dollar

Dr. Nomi Prins, best-selling author and geo-economist, discusses the permanent distortions on the economy created by central bank policies, and the dangers facing the economy in 2024 and beyond. *This video was recorded on May 8, 2024 Nomi's last interview with me in August, 2023:    • Rate Hikes Are Over, But Bank Failure...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NOMI PRINS: Nomi Prins: https://nomiprins.com/ Twitter (@nomiprins):   / nomiprins   "Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever": https://rb.gy/3o0rw "Collusion: How Central Bankers Rigged the World": https://rb.gy/9lj0n "All The Presidents’ Bankers: The Hidden Alliances That Drive American Power": https://rb.gy/rdpnr 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 - Economic slowdown 6:13 - Collusion 9:56 - Shifting of super powers 12:50 - U.S. dollar hegemony 15:00 - Fed rate cuts 20:43 - Inflation 22:43 - Domino effect of failures 24:20 - Labor market 25:24 - Geopolitical risks 29:00 - Investment implications

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, to debate their inflation outlook, causes of inflation, future of monetary policy, economic growth outlook, and interest rates. *This video was recorded on May 9, 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 PETER SCHIFF: Twitter (@PeterSchiff):   / peterschiff   Instagram (peterschiff):   / peterschiff   TikTok (peterschiffofficial):   / peterschiffofficial   The Peter Schiff Show:    / @peterschiff   Schiff Radio: https://schiffradio.com/ Euro Pacific Funds: https://europacificfunds.com/ 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 1:47 - Inflation outlook 18:35 - Fed monetary policy 29:00 - Causes of inflation 36:40 - Economic growth outlook 52:50 - Investment implications 55:10 - Dedollorization 56:55 - Bond yields outlook 59:50 - Bitcoin 1:00:56 - Peter Schiff 1:02:06 - Steve Hanke

Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage". You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin *This video was recorded on May 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ALFONSO PECCATIELLO: Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: https://www.themacrocompass.com/subsc... Twitter (@MacroAlf):   / macroalf   Email: fund@themacrocompass.com 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 1:45 - Hedge fund strategy 2:24 - Fragilities 4:18 - Debt servicing costs 7:00 - Private debt 9:30 - Disinflation 12:25 - Gold vs currencies 15:05 - Investment implications 18:30 - How many Fed cuts this year 19:30 - Global growth

Brain.fm is the best focus music I’ve ever tried - get 30 days free here: brain.fm/DavidLin Bill Smead, Chairman of Smead Capital Management, discusses the late stages of market euphoria. *This video was recorded on May 9, 2024 Bill's previous interview with me:    • Brace For 'Ultimate Reckoning' Once I...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SMEAD CAPITAL: Website: https://smeadcap.com/ Twitter (@SmeadCap):   / smeadcap   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 0:50 - Berkshire Hathaway and cash 4:33 - Markets entering new era 19:20 - Passive investing 22:20 - Valuations and investing 30:55 - Energy sector 36:45 - Inflation and monetary policy 40:46 - Financials sector

Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the risks that the banking sector in the U.S. faces, the most likely course of action from the Federal Reserve, and the outlook for inflation. Sign up for an IRA with ITrust today using this link: https://itrust.capital/David *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ANNA WONG: Twitter (@AnnaEconomist):   / annaeconomist   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 1:30 - Fed monetary policy 7:35- Inflation 13:51 - CRE and banking sector 21:55 - Housing 31:12 - Population shock

"​Get more out of your credit cards with Kudos → https://save.onelink.me/4iKP/davidlin ​💰 Use code “DAVIDLIN” and get $20.00 back after your first eligible purchase!" Gary Shilling, President of A. Gary Shilling & Co., discusses market outlook, possible deflation coming, and how the Fed is "stuck". *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling):   / agaryshilling   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 1:12 - Bull run over? 5:00 - Long-run returns 8:45 - Deflation 18:10 - AI and wages 20:55 - Fed monetary policy 23:20 - Bank failures 25:40 - Market sentiment 27:42 - 'Speculative' assets 30:26 - Career advice

Dan Niles, Founder of Niles Investment Management, discusses valuations for the stock market indices, as well as the large tech stocks that will likely outperform or underperform. *This video was recorded on May 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAN NILES: Niles Investment Management: https://www.nilesinvestmentmanagement... Twitter (@DanielTNiles):   / danieltniles   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 1:30 - Tech sector overview 3:44 - High valuations 10:27 - S&P 500 outlook 13:07 - Mag 7 stocks and leverage 14:10 - Google and AI 22:35 - Tesla and EV 28:25 - Nvidia 30:38 - Amazon