The David Lin Report

Discover the stock market for bullion with Bullion Standard Pro. Access live bid/ask market maker pricing on gold and silver with no dealer markups. Join now at https://www.bullionstandard.com/proSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses his recession warning for late 2025, the bond market surge driven by regime uncertainty, and why the Fed's focus on interest rates over money supply is fueling economic instability. Watch Prof. Hanke’s last interview with David:https://www.youtube.com/watch?v=_OzfBdodLu4*This video was recorded on May 22, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeEmail: hanke@jhu.eduCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCFOLLOW 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 - Intro0:58 - Bond markets5:20 - Regime uncertainty11:40 - Economic slowdown13:20 - Trump’s Gulf deals16:18 - Money supply21:36 - Consumer behavior23:12 - Tariffs29:13 - Fed policy and bonds39:00 - Deficit crisis and spending47:28 - China#economy #stocks #tariffs

Jason Urban, Global Head of Trading at Galaxy Digital, dives into the wave of institutional adoption sweeping the crypto markets. He shares insights on Galaxy's strategic shift from Bitcoin mining to AI data centers post-NASDAQ listing. Urban predicts Bitcoin could soar to $150k, influenced by macroeconomic shifts and growing investor confidence. He highlights the changing landscape for altcoins, emphasizing projects with real use cases, while also discussing the complex interplay between Bitcoin and traditional markets as institutional interest rises.

Shane Williams, CEO of West Red Lake Gold, dives into the gold market, revealing recent price surges and the potential for gold to hit $5,000 amid economic uncertainties. He discusses the consolidation trend in the industry and how his company is transitioning to become a leading gold producer this year. Listen as he shares insights on the impact of rising costs and market volatility, and why gold mining is thriving even during recession fears. Williams also highlights their strategic progress towards generating cash flow and increasing shareholder value.

Patrick Higgins is a Policy Adviser and Economist at the Federal Reserve Bank of Atlanta, known for his expertise in economic forecasting. He shares insights on the predicted 2.4% economic growth for Q2 2025 after a rocky Q1. The discussion dives into the importance of both hard and soft economic data in forecasting accuracy, the challenges of predicting recessions, and contrasts the Atlanta Fed's predictions with those of business economists. Patrick also explores the complexities behind GDP trends and the impact of consumer spending on the economy.

Andrew Hohns, CEO of Newmarket Capital and Battery Finance and co-author of the BitBonds White Paper, discusses revolutionary strategies for cryptocurrency adoption. He highlights New Hampshire's bold initiative to establish a Bitcoin state reserve, potentially reshaping its financial landscape. Hohns delves into BitBonds as a modern alternative to Treasuries, exploring their benefits against inflation. He also shares insights on Bitcoin's performance as a hedge and its evolving role in institutional finance, reflecting on its long-term value compared to traditional assets.

Ted Oakley, Founder and Managing Partner of Oxbow Advisors, dives into the recent U.S. debt downgrade and its ramifications for the economy. He compares U.S. debt management to Argentina's, highlighting concerns about market valuations. A discussion on investing in undervalued sectors like technology and precious metals unfolds, emphasizing opportunities in mining. Oakley also shares insights on wealth transfer strategies, advocating for financial literacy among younger generations and the importance of timing transfers for fostering independence.

In a fascinating discussion, Di Lewis, CFO of BTC Inc. and a prominent figure in the Bitcoin community, reveals his bullish forecast for Bitcoin's price, potentially reaching $140,000-$150,000 by year-end. He shares insights into Bitcoin's evolving role as a global currency and the increasing political support for cryptocurrency, particularly at the upcoming BTC Vegas conference featuring notable politicians like JD Vance. Di also highlights significant trends in corporate adoption, including Coinbase's new position in the S&P 500, and exciting networking opportunities at the conference.

Scott Melker, host of The Wolf Of All Streets and a cryptocurrency market expert, delves into Bitcoin's recent surge to $104,000 and the implications of Coinbase joining the S&P 500. He discusses the evolving trust in centralized exchanges following hacks, highlights institutional adoption, and analyzes the potential of stablecoins versus Bitcoin as payment methods. The conversation provides insightful predictions on the cryptocurrency market's future, especially regarding new regulatory frameworks and emerging trends.

Olav Langelaar, VP of Corporate Development at Gladiator Metals, sheds light on the precarious state of the copper market, revealing how China's grip on smelting capacity poses severe supply risks. He discusses the urgent implications of this for global economics and emphasizes the potential cataclysm if mining constraints continue. Langelaar also shares insights on his company's high-grade Yukon copper project, spotlighting an impressive 7 to 10% copper surface discovery, and outlines strategic responses to rising operational costs.

Marshall Beard, Chief Operating Officer of Gemini, dives into the shifting regulatory landscape for cryptocurrencies, highlighting the Trump administration's pro-crypto environment. He explains how new legislation impacts exchanges and ETF dynamics. The conversation also touches on the complexities of crypto insurance in light of recent security breaches and the competitive strategies that set Gemini apart. Lastly, Beard shares insights on the selection criteria for cryptocurrency reserves and expresses optimism for the market's future growth.