

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

Apr 30, 2024 • 50min
We're Entering 'Greater Depression': Brace For War, Sovereign Defaults | Doug Casey
Doug Casey, best-selling author, discusses what is going to be a "Greater Depression", where lower living standards will affect the populace.
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*This video was recorded on April 29, 2024
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Doug Casey's Take: / @dougcaseystake
International Man: https://internationalman.com/
Twitter (@RealDougCasey): / realdougcasey
"Speculator": https://www.amazon.ca/Speculator-Doug...
"Drug Lord": https://www.amazon.ca/Drug-Lord-Doug-...
"Assassin": https://www.amazon.ca/Assassin-Book-H...
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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
2:20 - Global economic growth
7:50 - Fighting hyperinflation
10:55 - Dollarization in Argentina
15:45 - Capital gains taxes
18:05 - Global debt problem
20:00 - Trigger for next Great Depression
24:50 - Speculating in gold
29:20 - Mining stocks
38:39 - Interest rates and bonds
43:00 - Passport portfolio
45:00 - Post-secondary education
48:22 - Doug Casey's work

Apr 29, 2024 • 41min
Is The U.S. Going Bankrupt? Debt Growth Is 'Explosive' | Barry Eichengreen
Barry Eichengreen, the Distinguished Professor of Economics and Political Science at UC Berkeley, discusses the effect on rising debt levels in the U.S. on the economy and growth.
*This video was recorded on April 26, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
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FOLLOW BARRY EICHENGREEN:
Books: https://www.amazon.com/Books-Barry-Ei...
Twitter (@B_Eichengreen): / b_eichengreen
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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
2:17 - Debt crisis
7:00 - Capital gains tax increase
9:20 - Public debt and emergencies
13:38 - Fiscal dominance
15:00 - Debt failures
16:16 - Argentina and dollarization
17:10 - Debt consolidation
19:45 - Optimal tax rate
21:23 - How to cut debt
23:27 - MMT
24:00 - Debt and stock markets
26:00 - History of reserve assets
27:42 - Will China supplant U.S.
30:33 - New world reserve currency
32:50 - CBDCs
39:40 - Dedollarization

Apr 28, 2024 • 28min
Stagflation, Higher Rates For Longer; Will Markets Survive? Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year.
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*This video was recorded on April 25, 2024
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FOLLOW PETER BOOCKVAR:
Bleakley Financial Group: https://www.bleakley.com/
Twitter (@pboockvar): / pboockvar
The Boock REport: https://boockreport.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
1:00 - GDP release
2:40 - Fed rate cut this year?
5:50 - Bonds and yields outlook
9:21 - Outlook on economic growth
13:14 - Risk of layoffs?
14:49 - What does well during stagflation?
15:15 - Will the Fed raise rates?
17:29 - Market outlook
18:51 - Tech stocks
24:05 - Geopolitical risks
25:35 - Investment implications

Apr 27, 2024 • 42min
Start Of Financial Crisis? Former FDIC Chief: Banks Are Still ‘Vulnerable’ | Thomas Hoenig
Thomas Hoenig, former President of the Kansas City Fed (1991-2011), former Vice Chairman of the FDIC (2012-2018), and currently the Distinguished Senior Fellow at the Mercatus Center, says that the banking system is still "vulnerable".
Two days after the filming of this interview, regulators closed Philadelphia-based Republic First Bank on April 26. Hoenig also discusses his outlook on the economy, inflation, and monetary policy.
*This video was recorded on April 24, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW THOMAS HOENIG:
Mercatus Center Discourse: https://www.discoursemagazine.com/
Substack: https://www.finregrag.com/
FOLLOW DAVID LIN:
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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 - Banking sector still 'vulnerable'
12:30 - Bank run and financial collapse
14:50 - FDIC and cryptocurrency
18:05 - Inflation outlook
22:54 - Fed cuts this year?
24:10 - Why have a 2% inflation target?
28:39 - QE and inflation
29:54 - Fed policy and other central banks
31:50 - QT and asset prices
32:47 - Fed's forward guidance
36:00 - How Fed decisions are made
37:00 - Politics and the Fed
37:34 - Fed's performance in 2024

Apr 26, 2024 • 35min
The Trigger For ‘Full On War’, Energy Price Explosion | Bob Ryan
There are several factors for why oil and gold will likely continue moving higher later this year, according to Robert Ryan, Chief Strategist of Commodity & Energy Strategy at BCA Research.
*This video was recorded on April 25, 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 BCA RESEARCH:
BCA Research: https://www.bcaresearch.com/
Twitter (@bcaresearch): https://twitter.com/bcaresearch
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
1:30 - GDP and inflation data
5:10 - Oil and economic growth
8:30 - Oil and the Middle East
16:35 - What would cause “full on war” in U.S.
18:30 - Oil and the Fed
20:27 - Gold price outlook
23:46 - Gold vs. U.S. dollar
28:40 - Dedollariztion
29:30 - Most bullish commodity

Apr 25, 2024 • 41min
Why Central Banks Have Been Stockpiling This Asset | George Milling-Stanley
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George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses the most important drivers of gold demand and what's next for the price.
*This video was recorded on April 16, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...
FOLLOW GEORGE MILLING-STANLEY:
State Street Global Advisors: https://www.ssga.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 - Gold price recap
6:00 - Central bank buying of gold
11:07 - Gold demand
18:28 - Central banks and gold price
21:36 - Geopolitical risk premium
24:25 - Gold vs. real interest rates
27:28 - Gold vs. Dollar
29:30 - Gold vs. Risk assets
31:36 - Gold vs. Miners
35:38 - Gold correction next?
38:25 - Gold price forecast

Apr 25, 2024 • 46min
Jack Mallers: Bitcoin Heading To $1 Million In This Cycle, Here's Why
Jack Mallers, CEO and Founder of Strike, discusses Bitcoin's long-term growth potential as a globally accepted currency.
Sign up for an IRA with ITrust today using this link: https://itrust.capital/David
*This video was recorded on April 23, 2024
Listen on Spotify: https://open.spotify.com/show/510WZMF...
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FOLLOW JACK MALLERS:
Strike: https://strike.me/
Twitter (@jackmallers): / jackmallers
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
2:10 - Bitcoin rally
4:16 - Bitcoin adoption
5:30 - Inflation outlook
6:33 - 'Hardest' money of all
7:30 - Bitcoin halving and mining
10:27 - $1 million Bitcoin
13:04 - Bitcoin's use case
16:03 - Central banks and money
17:20 - Bitcoin decentralization
20:10 - Bitcoin as currency
21:28 - Strike
23:30 - Bitcoin vs stablecoins
24:45 - Lightning Network
27:40 - Hyperbitcoinization
30:39 - Spending with Bitcoin
37:35 - Strike's expansion plans
38:57 - Ethereum
42:55 - Blockchain trilemma
44:41 - What would change Jack's mind about BTC?

Apr 25, 2024 • 41min
Analyst Perfectly Timed 2023 Top, Says 'Great Bear Market' Likely Ahead | Milton Berg
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Milton Berg, Founder and CEO of Milton Berg Advisors, discusses why the "great bull rally" has likely ended, and what's next for markets. Milton was on the show last summer, when he correctly called the market top: https://youtu.be/sGaiPhI6PhA?si=wmbO4fXGdIk2gofg
*This video was recorded on April 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 MILTON BERG:
Milton Berg Advisors: https://www.miltonberg.com/
Twitter (@BergMilton): https://twitter.com/BergMilton
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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
1:22 - Evidence of a low
6:00 - Turning point
9:42 - Inflation vs. deflation
13:26 - Recession
17:30 - The Fed
19:40 - Market correction recap
25:30 - Small vs. large caps
28:59 - High margin debt
35:22 - Assets during disinflation
37:42 - Bitcoin
40:05 - MB Advisors

Apr 24, 2024 • 22min
'Massive Liquidity Shock' Unless The Fed Does This | Thomas Hayes
Sign up for an IRA with ITrust today using this link: https://itrust.capital/David
Thomas Hayes, Managing Member of Great Hill Capital, explains the recent pull-back in stocks and his outlook and positioning right now. Hayes was on the show 3 months ago calling for equities to continue rallying: • Hedge Fund Manager Called 2023's Mark...
*This video was recorded on April 22, 2024
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FOLLOW THOMAS HAYES:
Hedge Fund Tips: www.hedgefundtips.com
Podcast: https://www.hedgefundtips.com/categor...
YouTube: / hedgefundtips
Twitter (@HedgeFundTips): / hedgefundtips
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
1:23 - Market correction recap
2:49 - Yields and the Fed
4:53 - Inflation
6:34 - Fund managers' sentiment
9:10 - Cusp of regime change
12:29 - Risk indicators
15:31 - Energy vs. stocks
19:55 - Positioning
21:20 - Hedge Fund Tips

Apr 23, 2024 • 29min
$1 Trillion Debt Added Every Month; This Is 'Not Sustainable' | Ryan King
Ryan King, Senior VP of Corporate Development and IR at Calibre Mining (TSX: CXB | OTCQX: CXBMF), discusses the fundamentals of the gold price, as well as the current sentiment around mining stocks.
This video was conducted on behalf of Calibre Mining Corp. and was funded by LFG Equities Corp. after David Lin was engaged for a one-time sponsored video. For our full disclaimer please visit:
https://docs.google.com/document/d/11...
*This video was recorded on April 16, 2024
FOLLOW CALIBRE MINING:
Calibre Mining: https://calibremining.com/
Twitter (@CalibreMiningCo): / calibreminingco
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
1:10 - Gold price recap
5:45 - Central bank buying of gold
6:50 - Gold vs. miners
9:55 - Gold price and M&A
13:35 - Gold ETFs
15:46 - Calibre Mining overview
20:55 - Calibre Mining's future plans
22:31 - Recent financing
25:25 - Calibre Mining's dividend policy
26:55 - Catalyst for higher gold price