The Fed Loses $100 Billion A Year; What Happens When Central Bank Goes Bankrupt? | Steve Hanke David Lin 2024-10-22 | The Fed Loses $100 Billion A Year; What Happens When Central Bank Goes Bankrupt? | Steve Hanke
‘Global Fiat Debt Crisis’: How To Escape Hyperinflation | Matt Cole David Lin 2024-10-20 | Sign up with Caleb & Brown at: calebandbrown.com/affiliates/david-linMatt Cole, CEO of Strive, discusses how investors can navigate a "global fiat debt crisis", and which Presidential candidate markets are pricing in now.*This video was recorded on October 17, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MATT COLE:Strive: strive.comX (@ColeMacro): https://x.com/ColeMacroFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:47 - Investment outlook 3:30 - Markets are pricing in this President 8:21 - CBDCs and crypto 11:38 - Debt crisis 14:00 - Rising deficits 16:00 - Strive breakdown17:28 - Bullish tech sector18:30 - Future of tech in U.S.20:45 - DEI rollbacks#stocks #investing #economy
Q4 Warning: Why The Worst Year Is Coming For Investors | Ted Oakley David Lin 2024-10-19 | Try InVideo for free at invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first monthTed Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an "extremely overvalued" stock market. *This video was recorded on October 18, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TED OAKLEY:Oxbow Advisors: oxbowadvisors.comTwitter (@Oxbow_Advisors): twitter.com/Oxbow_AdvisorsYouTube: youtube.com/@OxbowAdvisorsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Record Stock Market Exposure01:20 - Retail Sales & Inflation Concerns03:40 - Rising Consumer Debt05:01 - High Credit Card Rates06:17 - Fed's Rate Mistakes09:58 - Inflation Risk & Fed Cuts12:05 - U.S. Debt Projections14:05 - Boomers’ Market Exposure16:38 - Global Conflicts & Market Shifts18:19 - Real Assets vs. Financial Assets25:11 - Fixed Income & Bonds Outlook28:18 - Oil Investment Outlook32:15 - Election Impact on Markets36:06 - Market Complacency & Risk#stocks #economy #investing
Economy Shuts Down Once This Happens To Oil | Doomberg David Lin 2024-10-18 | Doomberg, Head Writer of the Doomberg Substack, discusses impact on the energy markets of an Israeli retaliation against Iran, long-term demand outlook for oil, and California's looming "energy crisis". Watch the interview with Doomberg from April in which we discussed the worst case scenario for oil: youtu.be/MgNqa9l4xh0?si=5lyN2do01o4RatKV*This video was recorded on October 17, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DOOMBERG: Website: doomberg.comSubstack: doomberg.substack.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Intro: Middle East Tensions and Oil01:15 - Israel-Iran Conflict and Oil Supply04:00 - October 1st: Geopolitical Game Changer06:45 - OPEC's Oil Demand Forecast08:30 - Strait of Hormuz and Oil Disruption Risk10:00 - Market Reactions to Middle East Tensions12:45 - Doomberg on Oil Demand Through 203015:30 - Energy Efficiency and Consumption17:00 - Future of Power Sources: Gas, Nuclear, Renewables19:00 - California’s Energy Crisis25:00 - Conclusion: Global Energy Outlook#economy #oil #investing
Is Commercial Real Estate Collapsing? Walker & Dunlop CEO Willy Walker Answers David Lin 2024-10-17 | Sign up with Caleb & Brown at: calebandbrown.com/affiliates/david-linWilly Walker, CEO & Chairman of Walker & Dunlop, discusses the outlook for commercial real estate, interest rates, housing prices, and rent.*This video was recorded on October 15, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW WILLY WALKER:Walker & Dunlop: walkerdunlop.comWalker Webcast: walkerdunlop.com/webcastX (@WalkerDunlop): https://x.com/walkerdunlopYouTube: youtube.com/walkerdunlopLinkedIn: linkedin.com/company/walker-dunlopFacebook: facebook.com/WalkerDunlopInstagram: instagram.com/walkerdunlopFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Intro: Commercial Real Estate in Distress?01:06 - U.S. Commercial Real Estate: State of the Market03:33 - The Federal Reserve's Rate Cut and Its Impact06:16 - Sponsor: Caleb and Brown Crypto Brokerage07:19 - Return to Office Trend08:58 - Renting vs. Owning in Today's Market11:17 - Housing Affordability: An Election Issue13:19 - Increasing Supply for Housing Affordability15:01 - Multifamily vs. Single-Family Home Trends18:12 - The Impact of Housing on Inflation and Energy Policies19:45 - Shelter Component of CPI and Rent Trends21:21 - Pandemic Effects on Housing Supply and Demand24:19 - Banking Liquidity and New Loans for Real Estate26:09 - Office and Retail Space Outlook29:00 - 30-Year Mortgage Rate Predictions31:32 - Trapped Homeowners and Future Market Trends33:13 - Consumer Confidence: Trump vs. Biden34:20 - Trump vs. Harris on Immigration and Housing Demand35:57 - The Role of GDP Growth and Tax Policy in Housing36:45 - Closing Remarks #realestate #housing #economy
Israel Bombs Lebanon: How Will War End? | Aram Nerguizian David Lin 2024-10-17 | Aram Nerguizian, senior associate with the Arleigh A. Burke Chair in Strategy at CSIS, discusses the current situation in Lebanon, what the Lebanese Armed Forces is doing in response to Israel's strikes, what what's next in the war. *This video was recorded on October 16, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ARAM NERGUIZIAN: CSIS: csis.orgX (@AramNerguizian): https://x.com/AramNerguizianFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 Israel Strikes Beirut00:49 Hezbollah and Iran's Role01:14 Israeli Invasion and Retaliation01:43 UNIFIL's Mandate and Challenges02:29 Hezbollah's Tactics and Impact05:12 Israeli Defense Forces' Objectives06:59 IDF's Limited Incursion07:24 Comparing to 2006 Lebanon War09:17 Hezbollah's Command and Control10:20 Lebanese Armed Forces' Role12:10 Civilian Casualties and Displacement13:39 Israel's Strategic Objectives16:45 Hezbollah’s Alliances and Operations18:24 Human Shields and Warfare Tactics19:39 Israel’s Long-Term Goals in Lebanon21:37 Hezbollah's Ability to Hurt Israel22:26 Iran's Role in Reconstituting Hezbollah23:49 Strategic Evolution and Lebanon's Future24:14 Conclusion#geopolitics #israellebanonconflict #middleeast
Market Panic Warning: Fully Functioning Zombie Nation Is Here | E.B. Tucker David Lin 2024-10-16 | E.B. Tucker, Editor of The Tucker Letter, explains the why markets are overdue for a "mini panic" and what is needed for this to happen.*This video was recorded on October 9, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW E.B. TUCKER: The Tucker Letter: thetuckerletter.substack.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:22 - E.B. Tucker's Market Outlook2:02 - Fed and Rate Cuts3:44 - Recession or Market Panic?5:51 - Fed Balance Sheet Growth7:21 - Commodities Outlook13:03 - Gold Mining Challenges16:05 - Gold vs. Stocks19:00 - US Economy and Mining21:09 - Florida Real Estate Market23:02 - Economic Panics27:12 - 401K and Stock Market Impact30:40 - Gold Outlook 202532:17 - US Election Impact37:39 - Economic Downturn Triggers40:47 - Tucker Letter & New Book Release#investing #economy #stocks
Year-End Market Forecast: What The Trend Says Will Happen Next | Chris Vermeulen David Lin 2024-10-15 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offChris Vermeulen, Chief Market Strategist of The Technical Traders (thetechnicaltraders.com/davidlin) gives his year-end market forecast.Watch Chris's last interview with me: youtu.be/c4n5GHpNDRs?si=Rh4AZM_CNHPUKmzX*This video was recorded on October 15, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS VERMEULEN:The Technical Traders: thetechnicaltraders.com/davidlinYouTube channel: youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - New all-time highs2:50 - Year-end target9:45 - Market trends in Q4 202412:20 - Elections and markets16:30 - Betting against the markets?18:40 - Cusp of market hitting the top19:20 - Gold and stocks 23:00 - Oil and stocks 27:00- Oil to breakdown 29:24 - Real estate 31:20 - Utilities 34:55 - Real estate as hedge? 40:50 - Asset Revesting #stocks #trading #investing
‘Everything Rally’ Is Here: Markets Repeating 1982’s 100% Bull Run | Eric Jackson David Lin 2024-10-15 | Try InVideo for free at invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first monthEric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s.*This video was recorded on October 11, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: https://open.spotify.com/show/510WZMF...Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh...FOLLOW ERIC JACKSON: EMJ Capital: https://emjcapital.ltd/X (@ericjackson): https://x.com/ericjacksonFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - "Everything Rally" Is Here3:13 - Comparing 1982 To Today7:35 - Bond Yields And Stocks10:52 - Fed 50 Bps Cuts During Crises12:48 - What Is "Everything Rally"14:20 - Conditions For Bull Run Today17:32 - China's Stimulus18:40 - Inflation Vs. Tech Stocks22:00 - Stock Market Ex-Mag 726:20 - Capital Rotation Out Of Big Tech27:45 - NVIDIA29:20 - Tech Valuations31:10 - What Could Turn Eric Bearish?33:00 - Is Tech Recession-Proof?#stocks #investing #economy
CBO Director: What Happens When Debt Hits 122% Of GDP | Phillip Swagel David Lin 2024-10-14 | Phillip Swagel, 10th Director of the Congressional Budget Office, explains what's driving the widening U.S. federal debt, deficits, and how "at some point it will be a problem". *This video was recorded on October 10, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THE CBO:CBO Website: cbo.govX (@USCBO): https://x.com/USCBOFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Introduction and Fiscal Projections01:49 - Deficit Trends and Historical Comparisons03:36 - Economic Recovery Amid Record Deficits05:24 - Key Drivers of Debt and Deficit Growth08:02 - Rising Interest Payments and Their Impact10:27 - Sustainability of U.S. Fiscal Policies12:05 - Inflation Risks from Growing Deficits13:56 - Interaction Between Federal Reserve and Treasury15:15 - Revenue Projections and Expiring Tax Cuts18:35 - Financial Sector Risks 21:00 - Federal Deficits and Economic Growth24:15 - Closing Remarks and Future Outlook#economy #investing #economics
Why Oil Could 5X To $350, ‘Crater’ World Economy | Bjarne Schieldrop David Lin 2024-10-13 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/DavidBjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worst-case" that could cause an oil market shock and send prices beyond $200 a barrel.*This video was recorded on October 11, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BJARNE SCHIELDROP:SEB Research: research.sebgroup.comX (@BjarneSchieldro): https://x.com/BjarneSchieldroFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - $350 Oil “Worst-Case” Scenario 02:02 - Strait of Hormuz’s Strategic Importance04:07 - Alternative Pipelines and Strategic Reserves05:18 - Iran-Israel Conflict Scenarios and Oil Impact07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital08:03 - U.S. and China’s Role in Strait of Hormuz Crisis09:18 - War's Influence on Oil Prices11:25 - Impact of Retaliatory Strikes on Oil Refineries12:59 - Global Oil Market's Ability to Adapt15:17 - Geopolitical Risk Premium in Oil Prices16:08 - Future Oil Supply and Demand Dynamics18:01 - Emerging Markets’ Role in Oil Demand19:17 - Long-Term Projections for Oil Prices22:13 - OPEC's Strategy and Influence on Prices24:44 - Finding the Long-Term Oil Price Balance25:26 - The Economic Impact of High Oil Prices26:08 - Conclusion and Guest’s Research Platform#oil #investing #economy
The Biggest Black Swan: How Will Israel Strike Iran? | Marko Papic David Lin 2024-10-12 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthMarko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome.*This video was recorded on Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MARKO PAPIC:Twitter (@Geo_papic): https://x.com/Geo_papicBCA Research: bcaresearch.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor business inquiries, reach me at david@thedavidlinreport.com00:00 - Intro 03:20 - Why Israel Delays Retaliation05:23 - U.S. Influence on Israel's Decisions08:04 - Iran’s Military vs. Israel’s Limits12:09 - Nuclear Threats: U.S. vs. Israel15:52 - Iran’s Strategy with Arab Allies17:47 - Strait of Hormuz and Oil Markets20:14 - Putin’s Role and Russia’s Limits22:38 - What If Israel Nukes Iran?26:23 - Iran’s Nuclear Ambitions29:10 - Trump vs. Harris on Foreign Policy32:07 - Future U.S. Geopolitical Strategy38:11 - Trump’s Tariff Strategy42:42 - Market Risks if Trump Wins44:05 - Outro and Conclusion*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#geopolitics #israel #economy
Chinas Stimulus To Trigger Massive Stock Market Rally | Shaun Rein David Lin 2024-10-12 | Sign up with Caleb & Brown at: calebandbrown.com/affiliates/david-linShaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S.*This video was recorded on October 10, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHAUN REIN:China Market Research Group: http://www.cmrconsulting.com.cn/X (@shaunrein): https://x.com/shaunrein"The Split: Finding the Opportunities in China's Economy in the New World Order": amazon.ca/Split-Finding-Opportunities-Chinas-Economy/dp/139981639XFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:50 - “Nothing Going Right In China’s Economy”5:52 - China’s stimulus explained 11:20 - Wealthy consumers 12:17 - Political tensions “wreaking havoc”14:30 - Impact of tariffs17:00 - Changing consumption trends 19:20 - Chinese investment in foreign markets 21:47 - Will China’s stimulus help real estate? 24:25 - China’s stock market outlook 29:44 - China’s stock market crash in 201431:45 - Is China turning into Japan? 35:00 - Future of U.S.-China relations 38:23 - Reunification of Taiwan #china #economy #geopolitics
Trader Called 2024 Bull Rally, Has This Year-End Market Prediction | Jason Shapiro David Lin 2024-10-11 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/DavidJason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment.Watch Jason's last interview with me: youtu.be/IJmCbP8EY98?si=cGo62CoFST1pp6Q7Watch Jason's first interview with me in 2023: youtu.be/DcsuTuCZO88?si=gZYlIscA2W3Duddo*This video was recorded on October 10, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JASON SHAPIRO:Crowded Market Report: crowdedmarketreport.comX (@Crowded_Mkt_Rpt): twitter.com/Crowded_Mkt_RptFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Introduction and Market Sentiment01:23 - China's Stimulus and Global Impact03:39 - The Role of Central Banks in Stimulus04:21 - Crypto IRA and Investment Strategy05:07 - How China's Stimulus Affected Jason’s Trading06:05 - The Ponzi Scheme of Stimulus09:06 - Energy Prices and Inflation Predictions10:35 - Geopolitical Tensions and Their Impact on Markets11:29 - Why Jason Avoids Shorting at All-Time Highs13:32 - Crowded Trades and Market Momentum14:42 - Jason’s Take on Shorting the Russell Index16:29 - Sector Performance and AI’s Role in Utilities17:36 - Major Market Drop in August19:35 - Jason’s Trading Strategy for Buying Dips21:06 - Jason's Views on Gold24:12 - Correlation Between Assets and Overcrowded Trades25:12 - Bonds, Currency, and Metals28:02 - Trading Tech Stocks Like Nvidia30:58 - Economic Data and Trading Decisions32:56 - Bullish Sentiment and Market Conditions34:45 - Election Uncertainty and Market Impact36:14 - Final Thoughts on Market Timing38:42 - Where to Follow Jason Shapiro#stocks #trading #economy
20% Of U.S. On Welfare; Household Bankruptcies Surging | Danielle DiMartino Booth David Lin 2024-10-10 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthDanielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.Watch the last video with Danielle: youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj*This video was recorded on October 9, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DANIELLE DIMARTINO BOOTH:QI Research Substack - Use this link to receive a 20% discount: dimartinobooth.substack.com/MEM24Twitter (https://x.com/DiMartinoBooth): @DiMartinoBoothFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:50 - Geopolitical risks 2:45 - Reaction to Fed’s 50 bps cut 5:20 - Labor market cooling 10:31 - Foreign workers 11:33 - Bankruptcy cycle 12:50 - Fed monetary policy outlook 14:40 - Welfare 17:30 - Widening deficit 20:35 - Banks’ unrealized losses 22:30 - Declining liquidity 26:00 - Soft vs. Hard landings 28:30 - Stocks vs. Yields 31:00 - Homes and natural disasters32:10 - Major risks and asset allocation35:47 - QI Research#economy #investing #stocks
Crises Will Deepen As Fourth Turning Hits, What Happens To Markets? | Darius Dale David Lin 2024-10-09 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/DavidDarius Dale, Founder of 42 Macro, discusses what will happen to markets during a "Fourth Turning" and what investors can expect. *This video was recorded on October 8, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DARIUS DALE:42 Macro: 42macro.comX (@DariusDale42): https://x.com/DariusDale42FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.00:00 - Intro & Market Overview01:23 - Risk Factors for Markets02:30 - U.S. Economic Resilience03:50 - Liquidity & Fed’s Dovish Stance05:00 - Trump vs. Harris: Impact on the Dollar06:50 - Tariffs & Inflation: The Real Story08:13 - Populism & Inflation Risks10:00 - The Fourth Turning Explained12:30 - Fiscal Support & Market Impact16:00 - Medium-Term Bullish Outlook18:20 - Geopolitical Conflicts & Market Response23:50 - U.S. Liquidity Situation Deep Dive29:30 - Bitcoin & Currency Debasement38:30 - Bullish Sectors & S&P 500 Outlook42:00 - Final Thoughts on the Fourth Turning#economy #investing #stocks
Global Money Supply Surging, Get Ready For Inflations Massive Comeback | Tavi Costa David Lin 2024-10-09 | Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates. *This video was recorded on October 8, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:Crescat Capital: crescat.netTwitter (@TaviCosta): twitter.com/TaviCostaFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:50 - Did the Fed make a mistake?3:17 - Global money supply10:00 - China stimulus and commodities 16:40 - Bullish assets18:09 - Steepening yield curve25:40 - Non-growth fiscal spending31:40 - Gold vs. Copper40:10 - Mining stocks#inflation #economy #investing
‘Oil War’ Looms: What Happens To Markets In Coming Storm? | John Feneck David Lin 2024-10-08 | John Feneck, CEO of Feneck Consulting, discusses a looming "oil war", the impact on stock markets of a higher oil price, inflationary pressures, and his outlook for commodities. *This video was recorded on October 4, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOHN FENECK:Website: http://www.feneckconsulting.com email john.feneck@yahoo.com FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:30 - Oil war3:14 - Stock market outlook7:30 - Monetary policy outlook9:07 - Commodities11:53 - Silver 21:20 - China stimulus 21:17 - Most bullish commodity 24:30 - Mining stocks 28:00 - Feneck Consulting #stocks #economy #investing
David Lin Interviewed Live By Michael Gayed w/ @leadlagreport David Lin 2024-10-08 | Join us live with Michael Gayed from @leadlagreport as we discuss stocks, China, and more.#economy #stocks #investing
Economist Reveals Trigger For World Depression | Steve Hanke David Lin 2024-10-08 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the labor market, oil spike, geopolitical tensions in the Middle East, China's stimulus package, and U.S. Presidential election odds.Watch Doomberg's $200 oil call: youtu.be/MgNqa9l4xh0?si=DfJlzGulYSA3z2q-Watch Prof. Hanke's reaction to the Fed's 50 Bps cut in September: youtu.be/5OH76PBYxIs?si=AJ08eojKdEAXnyTP*This video was recorded on October 7, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEVE HANKE: Twitter (@steve_hanke): twitter.com/steve_hankeEmail: hanke@jhu.eduFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:30 - Latest jobs report6:23 - Wages and inflation 7:47 - Trump and labor market 10:50 - Immigration and economic impact 13:35 - Government jobs added16:46 - Government spending as % of GDP18:25 - China stimulus23:00 - Oil and geopolitical tensions27:15 - This would cause 'world depression'28:55 - Presidential election odds35:00 - Kamala Harris's economic plan#economy #geopolitics #investing
Bank Losses ‘Dwarf’ 2008, Housing Shortage Is ‘Extreme’ | Briton Hill David Lin 2024-10-07 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidBriton Hill, Managing Partner of Providence Capital Group, says that the housing market could remain "stuck" and in short supply for a number of years. Hill gives his outlook on home prices, mortgage rates, and stock markets.*This video was recorded on October 4, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BRITON HILL:Providence Capital Group: providencecapitalgroup.comX (@briton_hill): https://x.com/briton_hillLinkedIn: linkedin.com/in/briton-hill-1a57831a0FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:40 - Housing market is "stuck"2:30 - Housing shortage3:14 - Bank losses7:34 - Mortgage rates to stay high10:15 - Buyers’ or sellers’ market?12:52 - Capital borrowers’ profiles 15:17 - Lumber price 16:30 - Construction starts 18:22 - Housing affordability solutions25:14 - Homebuilders’ priorities 26:15 - Stock market outlook#stocks #realestate #investing
Precipice Of Big Global Event, Brace For Higher Volatility | Si Katara David Lin 2024-10-06 | Si Katara, CEO of TappAlpha, explains strategies to hedge against volatility, as well as the future of the tech industry. *This video was recorded on October 1, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SI KATARA:TappAlpha: tappalpha.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 -Intro0:40 - Geopolitical risks1:58 - VIX 3:56 - NVIDIA 7:55 - Tech industry 2000 vs. Now9:50 - Another tech bubble burst? 12:10 - Future of AI 14:33 - Smart glasses 16:00 - Tech sector’s future 17:00 - Hedging against volatility 19:22- TSPY #stocks #investing #tech
Is AI On Verge Of Destroying Humanity?| Michael Casey David Lin 2024-10-05 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidMichael Casey, Chair of the Decentralized AI Society (DAIS), discusses the threats that current AI advancements pose to humanity, and the steps that can be taken to mitigate these risks.*This video was recorded on October 2, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL CASEY: X (@mikejcasey): https://x.com/mikejcaseyDAIS: https://dais.global/Michael Casey's website: michaeljcasey.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:20 - AI sentience 2:30 - Next “stage” of AI6:24 - Next steps for OpenAI8:25 - AI’s threats to humanity 13:40 - Web3 and AI15:55 - Next steps for Web321:25 - Deepfake protection26:00 - ChatGPT4 “thinking” threats against humanity 28:0 - DAIS#ai #technology #web3
Bombshell Jobs Report: This Could Change Everything | Adrian Day David Lin 2024-10-04 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% offThe economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook. *This video was recorded on October 4, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ADRIAN DAY: Adrian Day Asset Management: adriandayassetmanagement.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:30 - Jobs report 1:20 - Fed is “not in a hurry”2:43 - Economy not facing “downturn”? 4:36 - Oil vs recession, inflation 7:05 - Trump and inflation 10:00 - Harris and inflation 15:00 - Labor market and the Fed20:00 - Yields and gold outlook 23:45 - Stimulus and inflation outlook28:00 - Trump and rare Earth minerals 34:20- Most bullish commodities 26:14 - Gold vs. Miners #economy #investing #stocks
Get Ready For Double-Digit ‘Super Inflation’, More Social Unrest | Willem Middelkoop David Lin 2024-10-04 | Sign up for STLLR Gold's (TSX: STLR | OTCQX: STLRF | FSE: O9D) exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinWillem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame".*This video was recorded on October 3, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW WILLEM MIDDELKOOP:Twitter (@wmiddelkoop): twitter.com/wmiddelkoopCommodity Discovery Fund: en.cdfund.comThe Big Reset: library.oapen.org/handle/20.500.12657/25071FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:30 - Oil3:00 - Monetary stimulus7:38 - Middle East escalations9:28 - ILA strike and inflation12:28 - Commodities deflation14:18 - Housing collapse15:30 - Bullish commodities 18:24 - Trump and the dollar21:30 - U.S. dollar "endgame"25:27 - Trump and tariffs #economy #investing #inflation
These Sectors To Rake In Money By Year-End | Eric Balchunas David Lin 2024-10-03 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidEric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and *This video was recorded on September 30, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ERIC BALCHUNUS:Twitter (@EricBalchunas): twitter.com/EricBalchunasFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ6:36 - Rising ETF AUM10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs16:00 - New ETF trends 18:15 - Chinese government buying ETFs20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends#investing #stocks #bitcoin
CEO Called $2,500 Gold Price In 2024, Now Has This Bold New Forecast | Shane Williams David Lin 2024-10-03 | This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF)Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target. Watch Shane's last interview with me in April: youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx*This video was recorded on September 25, 2024FOLLOW WEST RED LAKE GOLD MINES:Website: westredlakegold.comTwitter (@WestRedLakeGold): twitter.com/WestRedLakeGold LinkedIn: linkedin.com/company/west-red-lake-goldInstagram: instagram.com/westredlakeFacebook: facebook.com/WestRedLakeGold/tFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 momentum recap2:50 - Gold mining industry evolution7:00 - Capital flowing back into the miners8:40 - WRLG production timeline 11:47 - Major challenges in 2024 for WRLG13:15 - Gold price rally and mining strategy15:00 - Mining ETFs vs. Mining stocks16:00 - Gold sector vs. Tech stocks17:00 - Gold stocks vs. Gold bullion19:24 - Recession and gold price 20:08 - $3,000 gold price target21:55 - Institutional investors and gold22:40 - Exploring for juniors vs seniors23:55 - Lack of human capital in mining 23:50 - WRLG next steps#investing #gold #stocks
‘Dangerous’ Market Melt-Up: Don’t Fight The Trend Says Cameron Dawson David Lin 2024-10-02 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidCameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle.*This video was recorded on September 30, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CAMERON DAWSON:Twitter (@CameronDawson): twitter.com/CameronDawsonNewEdge Wealth: newedgewealth.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:50 - “Don’t fight the trend”3:00 - Market momentum5:30 - Fed vs Treasury on stimulus 11:55 - Inflation outlook 15:50 - Will we get deflation?17:40 - Inflation post-2008 crisis21:00 - Will Fed cut create recession?24:30 - What would cause next recession? 27:30 - Defensive sector outperformance 32:30 - Unemployment to rise? 37:11 - China’s stimulus package 40:00 - Asset allocation preferences#economy #stocks #investing
Ill Cripple You: Port Workers Strike, Will Inflation Spike? | Brian Belski David Lin 2024-10-02 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidBrian Belski, Chief Investment Strategist of BMO Capital Markets, discusses the port worker strikes, escalating tensions in the Middle East, and where the S&P 500 going to close by year-end. *This video was recorded on October 1, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BRIAN BELSKI: BMO Capital Markets: capitalmarkets.bmo.com/enX (@briangbelski): @briangbelskiFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:10 - ILA dock strikes6:24 - Inflation outlook8:40 - Crude oil 10:49 - Middle East tensions13:30 - S&P 500 outlook 18:35 - Stock market valuations20:30 - Sector preferences 24:34 - Canadian stock market#economy #investing #stocks
Central Banks To Restock Gold, $5,000 Price Within Reach | Morgan Lekstrom David Lin 2024-10-01 | Morgan Lekstrom, President & Director of NexGold Mining Corp., discusses the drivers for the gold price, the likely price floor, medium term price target, new trends in the mining industry, M&A cycles, and new what to expect from NexGold in the next few quarters. This video is distributed on behalf of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF)*This video was recorded on September 28, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW NEXGOLD: Website: nexgold.comX (@NexGoldMining): https://x.com/NexGoldMiningFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:00 - Gold price outlook5:08 - Gold as money 7:00 - Gold confiscation 8:30 - Holding vs. Trading 9:50 - Inflation vs. Gold 12:00 - Gold price bottom14:00 - Deficit outlook 17:00 - Declining fertility rate20:10 - Dow to gold ratio 22:58 - Gold stock-flow ratio 26:00 - Institutional investors and gold 28:45 - Gold stocks vs. tech stocks 34:30 - Gold M&A cycles 36:20 - NexGold management team 41:30 - NexGold’s long-term strategy#investing #mining #stocks
Fed To ‘Kickstart’ Inflation, Next Crash Will Make August Look Like Dip | Gareth Soloway David Lin 2024-09-30 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthGareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the Fed's latest rate cut, and its impact on inflation, economic growth, and markets. Soloway updates his outlook on stocks, gold, Bitcoin. *This video was recorded on September 30, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GARETH SOLOWAY:Verified Investing: verifiedinvesting.comTwitter (@GarethSoloway): twitter.com/GarethSolowayFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:40 - Market recap2:10 - Declining corporate cash balance6:06 - Financials sector11:38 - Defensive sectors outperforming 16:30 - Fed monetary policy outlook 21:00 - Inflation outlook 23:20 - Gold 26:30 - “No landing” scenario 27:55 - S&P 500 outlook 29:30 - Hedging strategies 31:30 - China stimulus and stocks 35:20 - Bitcoin outlook #economy #investing #trading
Fed Cuts Set Up Markets For Massive Moves Ahead: Fund Manager Reveals Whats Next David Lin 2024-09-29 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidJack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth. *This video was recorded on Sep 27, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JACK JANASIEWICZ:LinkedIn: linkedin.com/in/jack-janasiewiczNatixis Investment Managers: im.natixis.com/en-intl/homeFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:30 - Fed cut and market reaction 4:16 - Recession risks7:45 - Sector outperformance 8:50 - 6,000 S&P 500?10:13 - Money market funds12:43 - Bonds outlook 16:05 - Small caps vs. Large caps19:00 - 50 bps cut and recession21:50 - Inflation and equities23:45 - Longest bull market in history#stocks #economy #investing
New Record Highs: What China’s Massive Stimulus Means For Global Markets | Jeff Christian David Lin 2024-09-28 | Buy gold and silver with trusted industry leaders: bit.ly/OneGold-PreciousMetalsJeffrey Christian, Managing Director of CPM Group, discusses the recent stimulus from China and its effects on global markets, commodities, and economic growth both in China and abroad. *This video was recorded on September 25, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CPM GROUP:Website: cpmgroup.com2024 Silver Market Outlook: youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9Twitter (@CPMGroupLLC): https://x.com/CPMGroupLLCFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:00 - China stimulus 7:20 - Base metals and China 11:50 - Lithium 20:10 - Other industrial metals21:00 - Gold price drivers 25:55 - $3,000 gold price outlook27:00 - Inflation and gold 30:13 - Silver price outlook #economy #investing #china
Fed ‘Panicked’: What Powell Is Really Worried About | Gary Shilling David Lin 2024-09-27 | Gary Shilling, President of A. Gary Shilling & Co., discusses the latest Fed rate cut, as well as his outlook for stocks, real estate, and bonds, as well as his asset allocation strategy. Watch the last interview with Gary Shilling: youtu.be/NMyMNJWrEes?si=EpefNy3-VHK6KtosSign up for an IRA with iTrust today using this link: https://itrust.capital/David*This video was recorded on September 26, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GARY SHILLING:Website: agaryshilling.comTwitter (@agaryshilling): twitter.com/agaryshillingFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro0:50 - Jobs market3:26 - Fed's 50 bps rate cut5:41 - Unemployment rate9:48 - GDP revisions11:45 - Fed funds rate projection12:30 - Is economy repeating 2007, 2008?16:38 - Outlook for earnings, stock markets18:55 - "Shock" for economy20:00 - Bond market outlook 21:20 - China stimulus26:10 - Global central bank policies 27:33 - Asset allocation31:08 - Bitcoin 32:50 - Gary Shilling & Co.34:11 - Global growth#economy #investing #stocks
Israel Invades Lebanon: World Faces ‘All Out Nuclear War Risk | Richard Wolff David Lin 2024-09-27 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthRichard Wolff, Founder of Democracy At Work, discusses the risks that the recent escalates in the Middle East pose to the rest of the world.*This video was recorded on September 25, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RICHARD D. WOLFF:Richard Wolff website: https://www.rdwolff.comaTwitter (@profwolff): twitter.com/profwolffDemocracy At Work: youtube.com/@democracyatwrkFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:20 - Hostilities between Israel and Lebanon 11:00 - Is Israel acting in self defence? 13:30 - How can U.S. intervene? 17:10 - Israel prepares to invade Lebanon? 22:30 - Comparison to past Israel-Lebanon wars 26:29 - Will Iran step in? 30:30 - French election 33:30 - ‘Powder keg that risks that engulfing the world’39:35 - Declining empires 41:30 - The next global empire: China 44:20 - The UN48:48 - How to avert global war #economy #geopolitics #israellebanonconflict
Why This Mining Stock Surged 80% In 2 Weeks; CEO Matt Manson Explains David Lin 2024-09-26 | Matt Manson, CEO of Radisson Mining Resources, comments on the recent stock price performance, future plans, and trends in the mining industry. This video was distributed on behalf of Radisson Mining Resources (TSXV: RDS | OTCQX: RMRDF)*This video was recorded on September 24, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RADISSON MINING RESOURCES:Website: radissonmining.comX (@RDSMining): radissonmining.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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.#mining #stocks #investing
Prophet Of Election Predictions Reveals Who Next President Will Be | Allan Lichtman David Lin 2024-09-25 | Allan Lichtman, Distinguished Professor of History, American University, reveals who the likely Presidential candidate to win the 2024 election, based on his "13 Keys" predictor system. Lichtman has correctly called 9 out of the last 10 Presidential elections. Watch Allan's last interview with me: youtu.be/0yoPnWPduHo?si=vIC573kcafRP5Gxr*This video was recorded on September 24, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ALLAN LICHTMAN: YouTube: youtube.com/@AllanLichtmanYouTubePredicting the Next President: The Keys to the White House, 2024: amazon.ca/Predicting-Next-President-White-House/dp/B0D1MTSN7H/ref=sr_1_1?crid=2TP73DIT899QZ&dib=eyJ2IjoiMSJ9.cxJPdOLiq-RpVJstYn0AW7FNC0UV95nc5CxQCxYf2Fxh4EP5VhsMYm9Mj3GYx6THSYjLetu_uQ8eLIjBtaLuAeGxYNnBWwQ5YF6ZiY9s8oyOdkLe7FemdzZbR7KvTFf-OCjIcP-BimYIwrhseqfsxL9p-JOyMwoE5ngUPmSEIdvUJGl3utZ6hFaTeUsncy4IGXXnL2r3XzlxGteRTC40WRIaKgZjztyzytEMAxg1-whOfb1mltSLs94rXyqM7f2IS4w2TDWHK6kGh8RP8gXsNeQmBIL9nRTjEumpLZ1FmZo.eoKY1GJ19M2u6GY8DVEMS2dKSt4TEL4Om02_9t66yPw&dib_tag=se&keywords=allan+lichtman&qid=1720654643&sprefix=allan+lichtma%2Caps%2C89&sr=8-1FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:15 - Challenger charisma key6:30 - Incumbent charisma key9:40 - Policy change key10:30 - Economy key15:06 - Debates and election outcome 16:20 - Military success/failure key17:41 - Keys not in favour of Democrats18:24 - Final prediction for next President20:33 - Changes to socioeconomic landscape 22:05 - What would change Lichtman’s mind?#politics #election #economy
Huge Shift: How Long Can Stocks Go Higher Before Topping? | Chris Vermeulen David Lin 2024-09-24 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthChris Vermeulen, Chief Market Strategist of The Technical Traders (thetechnicaltraders.com/davidlin) updates his outlook following the Fed's 50 basis point cut, market momentum, and how he's positioned now.Watch the last interview with Chris: youtu.be/b-4XzxfoFw8?si=5IIUjBL4SQTOBiiF*This video was recorded on September 24, 204Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS VERMEULEN:The Technical Traders: thetechnicaltraders.com/davidlinYouTube channel: youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:00 - Fed 50 bps cut and market reaction6:48 - Fed monetary policy outlook11:56 - Industrials13:53 - Which stock sectors do well during Fed easing20:45 - S&P 500 key levels 26:40 - Contrarian trade 28:50 - Gold to pull back32:40 - Real estate34:30 - Mining sector#stocks #economy #investing
‘Increasing Wealth Inequality’ Now Economy’s Biggest Crisis | Elizabeth Pancotti David Lin 2024-09-24 | Elizabeth Pancotti, Director of Special Initiatives at Roosevelt Forward, explains Kamala Harris's new economic proposals, including anti-price gouging measures, new capital gains tax policies, and plans to make housing more affordability. Pancotti discusses the rising income inequality in America, and policies that could reduce the wealth gap. *This video was recorded on September 19, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ELIZABETH PANCOTTI: Roosevelt Forward: rooseveltforward.orgFireside Stacks: firesidestacks.comX (@ENPancotti): https://x.com/ENPancottiFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:30 - Pancotti's background2:40: Most pressing economic problem8:40 - Fiscal stimulus and inflation11:40 - Kamala Harris and inflation20:40 - Widening budget deficits23:30 - Housing affordability26:30 - Unrealized capital gains taxes31:20 - Billionaire Minimum Tax35:40 - Income redistribution39:00 - Trade policies #economy #economics #election
Ex-Fed President Jim Bullard Reveals What The Fed Should Do Next, How FOMC Decisions Are Made David Lin 2024-09-24 | Jim Bullard, former President of the St. Louis Fed and current Dean of Purdue University's Daniels Business School, discusses the outlook for economic growth, inflation, what the Fed should do next, and how FOMC decisions are made. *This video was recorded on September 23, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JIM BULLARD: LinkedIn: linkedin.com/school/purduebusinessFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro2:00 - Economic projections6:15 - FOMC decision making process9:50 - Data sources the Fed uses12:00 - Fed funds rate projection13:30 - Measures of inflation17:00 - Long-term economic growth17:45 - Soft landing in 2025?19:10 - Neutral rate21:53 - Recession outlook24:20 - Senators urged Fed to cut by 75 bps28:40 - Fed policy in 202231:25 - "Policy rate is too high"33:00 - Central bank "cross-communication"34:35 - How the Fed decided on a cut36:18 - Risks to the economy38:00 - Most memorable experience at the Fed#economy #federalreserve
100% Price Surge: Will Supply Crunch Of This Critical Asset Trigger Massive Inflation? David Lin 2024-09-22 | Francis MacDonald, CEO & Director of Li-FT Power, discusses the growing use cases for lithium, and how a shortage of lithium in North American poses significant geopolitical risks. This video is distributed on behalf of Li-FT Power Ltd. (TSXV: LIFT | OTCQX: LIFFF )*This video was recorded on September 18, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LI-FT POWER:Website: li-ft.comX (@Li_FTPower): https://x.com/Li_FTPowerFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:00 - Why do we need lithium? 3:30 - Global lithium production8:40 - Lithium price surge and collapse13:30 - Lithium price outlook 17:40 - Canada's lithium production18:53 - Li-FT Power deposits 21:00 - Canada-China trade war22:30 - Inflation Reduction Act23:35 - Miners partnering with EV companies25:24 - Li-FT Power production ambitions26:10 - Francis MacDonald's background28:55 - Gold vs. lithium exploration 30:00 - Junior vs. senior mining exploration#economy #electriccar #lithium
U.S. Can ‘No Longer Afford Debt’, Only One Way To Avoid Biggest Default In History | Luke Gromen David Lin 2024-09-21 | Luke Gromen, Founder & President of Forest For The Trees, discusses the insurmountable amounts of debt the U.S. now faces, and what must be done to avoid a sovereign debt default. This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d*This video was recorded on Saturday 16, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LUKE GROMEN:Website: fftt-llc.comX (@LukeGromen): https://x.com/LukeGromenFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Dollar crisis5:53 - Sovereign debt crisis9:35 - Rising U.S. debt9:30 - Dollar outlook 13:30 - Fed funding deficits?18:45 - Causes of inflation25:00 - Tariffs 27:35 - Anti-price gouging 30:18 - Inflation/interest rate outlook 33:00 - Gold and Bitcoin42:00 - National security 45:00 - Recession signs#economy #investing #stocks
‘Monstrous Amounts Of Money’: Fund Manager Reveals Assets That Soar When Fed Eases | Thomas Hayes David Lin 2024-09-20 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidThomas Hayes, Managing Member of Great Hill Capital, called the Fed pivot in September. Now, he's revealing which assets and sectors are likely to produce "monstrous amounts of money" during an easing cycle. Watch the last interview with Thomas Hayes: youtu.be/wxvvjL-6uXQ?si=sV5419cyk31Q81ki*This video was recorded on September 20, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS HAYES:Hedge Fund Tips: www.hedgefundtips.comPodcast: hedgefundtips.com/category/podcastYouTube: youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): twitter.com/HedgeFundTipsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor business inquiries, reach me at david@thedavidlinreport.com0:00 - Intro 1:00 - Market reaction to Fed cut8:00 - More volatility up ahead? 12:47 - Election outcome and markets14:50 - Capital gains taxes18:05 - Tariffs and markets20:15 - Election certainty 22:20 - Monstrous amounts of money made 24:15 - Consumer staples/discretionaries 26:25 - Fed funds rate outlook29:42 - Bond market outlook 34:05 - Central bank divergences *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#investing #stocks #economy
Interest Rate To 2% In 2025, Four Horseman Of Deflation Coming | Jim Thorne David Lin 2024-09-19 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthJim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, discusses his outlook for Fed monetary policy, market reaction to this week's 50 basis point rate cut, and impacts of deflationary forces in the economy.Watch Jim's last interview with me: youtu.be/3-E7K73Q6Uc?si=q9rfcuGGPtc6-USM*This video was recorded on September 19, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JIM THORNE:Wellington-Altus Private Counsel: wellington-altus.ca/private-counselTwitter (@DrJStrategy): twitter.com/DrJStrategyFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro2:30 - Are we in a financial crisis? 7:20 - Historic market reaction to a Fed pivot 10:20 - What markets are pricing in now12:30 - Decade of low growth 14:52 - 2% Fed Funds rate by next year 20:00 - Bond market outlook 21:00 - Stagflation possibility 23:40 - Monetary policy mistake 25:20 - Bank of England rates 27:20 - U.S. dollar outlook 30:00 - Risks of deflation 31:48 - Is “cheap money” the norm?34:40 - Investment implications #economy #stocks #investing
Fed’s 50 Bps Rate Cut: Will It Trigger Inflation AND A Hard Landing? Economist Steve Hanke Answers David Lin 2024-09-19 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first monthSteve Hanke, Professor of Applied Economics at Johns Hopkins University, recaps the latest FOMC decision to cut the Fed Funds rate by 50 bps, what how this decision will affect inflation, economic growth, and the labor market.*This video was recorded on September 18, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEVE HANKE: Twitter (@steve_hanke): twitter.com/steve_hankeEmail: hanke@jhu.eduFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor business inquiries, reach me at david@thedavidlinreport.com0:00 - Fed's 50 bps cut1:00 - Will inflation reignite?8:00 - Labor market12:30 - Why 50 bps?16:45 - Fed balance sheet20:24 - Dot plots22:30 - Senators urge 75 bps cut30:00 - Era of cheap money?33:20 - Bond yields and inflation*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#economy #investing #federalreserve
Chinas Economy Is Collapsing, What Happens Next To Global Markets? | Patrick Boyle David Lin 2024-09-18 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidPatrick Boyle, Professor of Finance at King's College London and Queen University of London, and host of his YouTube channel "Patrick Boyle", discusses the deterioration of globalization, the rise of trade wars, and the problems that the world's second largest economy, China, faces. *This video was recorded on September 17, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PATRICK BOYLE:YouTube: youtube.com/@UCASM0cgfkJxQ1ICmRilfHLw X (@PatrickEBoyle): https://x.com/PatrickEBoyleLinkedIn: linkedin.com/in/patrickboyleFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:10 - Patrick Boyle's career2:50 - Hard or soft landing?3:50 - How will markets react to Fed pivot?7:10 - Asset allocation11:04 - Bank of England rate cut expectation 13:51 - U.S. election and market response 15:50 - Tech layoffs17:34 - China's economic slowdown21:00 - China's population decline22:39 - China's impact on global economies 23:40 - End of globalization24:40 - Tariffs on cars26:30 - Trading blocks27:35 - Comparative advantage 30:25 - Protectionism vs. free trade33:40 - Currency wars36:20 - Declining fertility rates38:30 - Inflation outlook 41:10 - European Union 43:00 - Future of media#economy #china #investing
Violent, Explosive’ Fourth Turning Is Here: Civil War Or Global Conflict Unfolding | Neil Howe David Lin 2024-09-17 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidNeil Howe, Managing Director of Demography, Hedgeye Risk Management and author of "The Fourth Turning" series of books, discusses the rising chances of a "nullification crisis", and the scenarios in which this could lead to a civil war. Watch my last interview with Neil: youtu.be/Vjn2d3dyvUk?si=Vf9RoqCBQxMT5BLm*This video was recorded on September 12, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW NEIL HOWE: Twitter (@HoweGeneration): twitter.com/HoweGenerationThe Fourth Turning Is Here: amazon.ca/Fourth-Turning-Here-Seasons-History/dp/1982173734/ref=asc_df_1982173734/?tag=googleshopc0c-20&linkCode=df0&hvadid=578815582746&hvpos=&hvnetw=g&hvrand=3053502795376810198&hvpone=&hvptwo=&hvqmt=&hvdev=c&hvdvcmdl=&hvlocint=&hvlocphy=9001569&hvtargid=pla-1868549492049&psc=1&mcid=4347e690e4b534d3b7422c18db4c7543FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:40 - Is the "Fourth Turning" here?6:10 - Neil's prior predictions that turned true7:30 - Nullification crisis17:30 - Path for succession of states23:30 - Obstacles to civil war31:20 - Road to world war34:05 - Popular sentiment against wars35:40 - Global war or civil war more likely?44:52 - Is NATO still necessary?49:00 - Investment implications for Fourth Turning52:30 - Inflation hedges 56:10 - Economy under rise of millennials#economics #demographics #investing
Letter To Fed: Lawmakers Urge 75 Bps Cut This Week, Will Powell Cave? Gary Wagner David Lin 2024-09-17 | Buy gold and silver with trusted industry leaders: bit.ly/OneGold-PreciousMetalsGary Wagner, Editor of The Gold Forecast.com, discusses expectations for a Fed rate cut this week, as well as his gold price outlook. *This video was recorded on September 16, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GARY WAGNER:The Gold Forecast: thegoldforecast.comTwitter (@garyswagner): twitter.com/garyswagnerYouTube: youtube.com/@ThegoldforecastFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor business inquiries, reach me at david@thedavidlinreport.com0:00 - Market performance recap1:05 - Odds of a 50 bps rate cut4:20 - Letter urging 75 bps rate cut11:35 - State of economy 13:49 - Market reaction to rate cut15:31 - Fed pivot and gold price16:42 - $3,000 gold price timeline18:50 - Bearish case for gold21:45 - Gold vs. S&P 50026:15 - Elliott Wave count for gold28:45 - Last major gold bear cycle vs. now31:15 - Gold vs. U.S. dollar *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#gold #federalreserve #economy
Did China Just Cripple U.S. Military? This Critical Mineral Holds Key To Warfare | Kal Malhi David Lin 2024-09-16 | Kal Malhi, CEO of Hertz Energy, discusses China's recent limit on antimony exports, effective September 15, 2024. Antimony is a metal used in key military applications, including ammunition.This video is distributed on behalf of Hertz Energy (CSE: HZ | OTCQB: HZLIF). *This video was recorded on September 11, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW HERTZ ENERGY:Website: hertz-energy.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - China's antimony export ban7:13 - Hertz Energy#investing #commodities #geopolitics
Market Crash Or Massive Rally This Week? What Fed Pivot Will Do To Tech Stocks | Bradley Tusk David Lin 2024-09-15 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/DavidBradley Tusk, Founder and CEO of venture capital firm Tusk Ventures, has backed some of the most successful tech companies today, including Ripple, Coinbase, and Lemonade. In this episode, Tusk discusses the impact a Fed pivot will have on tech, both on the public markets and venture capital side, the over-exuberance of AI-driven company valuations, and the future of voting in America. *This video was recorded on September 11, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW BRADLEY TUSK:Website: bradleytusk.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:25 - Fed pivot and tech sector5:50 - Semiconductor companies and AI7:23 - NASDAQ concentration risks10:20 - AI applications11:35 - "Unrealistic expectations" of AI14:27 - Growing AI revenues19:20 - Most successful startups26:30 - VC trends28:17 - Problems with voting at booth33:00 - Voting with your phone38:30 - Regulation with AI40:30 - Singularity42:15 - Future of crypto #technology #investing #stocks
Silver To Outperform Gold 4 To 1 As New Monetary System Emerges In Next 3 Years | David Morgan David Lin 2024-09-15 | David Morgan, Publisher of The Morgan Report, discsusses the outlook for gold, silver, and how the gold "barometer is signalling "stormy times ahead".This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: kootenaysilver.com/. Watch the last interview with CEO Jim McDonald: youtu.be/1_0TAFWwjLU?si=ltpDIlbR-47o6ILA*This video was recorded on September 13, 2024Subscribe to my free newsletter: davidlinreport.substack.comListen on Spotify: open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID MORGAN:Website: http://www.themorganreport.comBlog: http://www.themorganreport.com/blogX (@:silverguru22): http://twitter.com/silverguru22Linkedin: linkedin.com/in/thedavidmorganThe Movie -Silver Sunrise http://www.silversunrise.tv Movie trailer: youtu.be/nm26ZK551rI?feature=sharedFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): tiktok.com/@davidlin_tvInstagram (@davidlin_TV): instagram.com/davidlin_tvFor 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 - Intro1:00 - Gold vs silver4:19 - Silver as industrial metal 7:30 - Gold as a barometer 8:30 - Stormy times ahead11:20 - Bankruptcies 16:00 - Inflation outlook21:40 - Increased deficit24:10 - Federal reserve rate cut27:00 - Capital flow shifts29:46 - Dollar outlook32:30 - New monetary system33:30 - Why hasn't silver hit new highs?36:50 - Industrial use case of silver38:20 - Silver mining40:00 - How money controls us#economy #silver #gold
