David LinTry InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Chris 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.
Huge Shift: How Long Can Stocks Go Higher Before Topping? | Chris VermeulenDavid Lin2024-09-24 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Chris 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.
Matt 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:47 - 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 breakdown 17:28 - Bullish tech sector 18:30 - Future of tech in U.S. 20:45 - DEI rollbacks
#stocks #investing #economyQ4 Warning: Why The Worst Year Is Coming For Investors | Ted OakleyDavid Lin2024-10-19 | Try InVideo for free at invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first month
Ted 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
00:00 - Record Stock Market Exposure 01:20 - Retail Sales & Inflation Concerns 03:40 - Rising Consumer Debt 05:01 - High Credit Card Rates 06:17 - Fed's Rate Mistakes 09:58 - Inflation Risk & Fed Cuts 12:05 - U.S. Debt Projections 14:05 - Boomers’ Market Exposure 16:38 - Global Conflicts & Market Shifts 18:19 - Real Assets vs. Financial Assets 25:11 - Fixed Income & Bonds Outlook 28:18 - Oil Investment Outlook 32:15 - Election Impact on Markets 36:06 - Market Complacency & Risk
#stocks #economy #investingEconomy Shuts Down Once This Happens To Oil | DoombergDavid Lin2024-10-18 | 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".
*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 Oil 01:15 - Israel-Iran Conflict and Oil Supply 04:00 - October 1st: Geopolitical Game Changer 06:45 - OPEC's Oil Demand Forecast 08:30 - Strait of Hormuz and Oil Disruption Risk 10:00 - Market Reactions to Middle East Tensions 12:45 - Doomberg on Oil Demand Through 2030 15:30 - Energy Efficiency and Consumption 17:00 - Future of Power Sources: Gas, Nuclear, Renewables 19:00 - California’s Energy Crisis 25:00 - Conclusion: Global Energy Outlook
#economy #oil #investingIs Commercial Real Estate Collapsing? Walker & Dunlop CEO Willy Walker AnswersDavid Lin2024-10-17 | Sign up with Caleb & Brown at: calebandbrown.com/affiliates/david-lin
Willy Walker, CEO & Chairman of Walker & Dunlop, discusses the outlook for commercial real estate, interest rates, housing prices, and rent.
*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 Market 03:33 - The Federal Reserve's Rate Cut and Its Impact 06:16 - Sponsor: Caleb and Brown Crypto Brokerage 07:19 - Return to Office Trend 08:58 - Renting vs. Owning in Today's Market 11:17 - Housing Affordability: An Election Issue 13:19 - Increasing Supply for Housing Affordability 15:01 - Multifamily vs. Single-Family Home Trends 18:12 - The Impact of Housing on Inflation and Energy Policies 19:45 - Shelter Component of CPI and Rent Trends 21:21 - Pandemic Effects on Housing Supply and Demand 24:19 - Banking Liquidity and New Loans for Real Estate 26:09 - Office and Retail Space Outlook 29:00 - 30-Year Mortgage Rate Predictions 31:32 - Trapped Homeowners and Future Market Trends 33:13 - Consumer Confidence: Trump vs. Biden 34:20 - Trump vs. Harris on Immigration and Housing Demand 35:57 - The Role of GDP Growth and Tax Policy in Housing 36:45 - Closing Remarks
#realestate #housing #economyIsrael Bombs Lebanon: How Will War End? | Aram NerguizianDavid Lin2024-10-17 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
00:00 Israel Strikes Beirut 00:49 Hezbollah and Iran's Role 01:14 Israeli Invasion and Retaliation 01:43 UNIFIL's Mandate and Challenges 02:29 Hezbollah's Tactics and Impact 05:12 Israeli Defense Forces' Objectives 06:59 IDF's Limited Incursion 07:24 Comparing to 2006 Lebanon War 09:17 Hezbollah's Command and Control 10:20 Lebanese Armed Forces' Role 12:10 Civilian Casualties and Displacement 13:39 Israel's Strategic Objectives 16:45 Hezbollah’s Alliances and Operations 18:24 Human Shields and Warfare Tactics 19:39 Israel’s Long-Term Goals in Lebanon 21:37 Hezbollah's Ability to Hurt Israel 22:26 Iran's Role in Reconstituting Hezbollah 23:49 Strategic Evolution and Lebanon's Future 24:14 Conclusion
#geopolitics #israellebanonconflict #middleeastMarket Panic Warning: Fully Functioning Zombie Nation Is Here | E.B. TuckerDavid Lin2024-10-16 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:22 - E.B. Tucker's Market Outlook 2:02 - Fed and Rate Cuts 3:44 - Recession or Market Panic? 5:51 - Fed Balance Sheet Growth 7:21 - Commodities Outlook 13:03 - Gold Mining Challenges 16:05 - Gold vs. Stocks 19:00 - US Economy and Mining 21:09 - Florida Real Estate Market 23:02 - Economic Panics 27:12 - 401K and Stock Market Impact 30:40 - Gold Outlook 2025 32:17 - US Election Impact 37:39 - Economic Downturn Triggers 40:47 - Tucker Letter & New Book Release
#investing #economy #stocksYear-End Market Forecast: What The Trend Says Will Happen Next | Chris VermeulenDavid Lin2024-10-15 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off
Chris Vermeulen, Chief Market Strategist of The Technical Traders (thetechnicaltraders.com/davidlin) gives his year-end market forecast.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - New all-time highs 2:50 - Year-end target 9:45 - Market trends in Q4 2024 12:20 - Elections and markets 16:30 - Betting against the markets? 18:40 - Cusp of market hitting the top 19:20 - 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 JacksonDavid Lin2024-10-15 | Try InVideo for free at invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Eric 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, 2024
Subscribe to my free newsletter: davidlinreport.substack.com Listen 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/ericjackson
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - "Everything Rally" Is Here 3:13 - Comparing 1982 To Today 7:35 - Bond Yields And Stocks 10:52 - Fed 50 Bps Cuts During Crises 12:48 - What Is "Everything Rally" 14:20 - Conditions For Bull Run Today 17:32 - China's Stimulus 18:40 - Inflation Vs. Tech Stocks 22:00 - Stock Market Ex-Mag 7 26:20 - Capital Rotation Out Of Big Tech 27:45 - NVIDIA 29:20 - Tech Valuations 31:10 - What Could Turn Eric Bearish? 33:00 - Is Tech Recession-Proof?
#stocks #investing #economyCBO Director: What Happens When Debt Hits 122% Of GDP | Phillip SwagelDavid Lin2024-10-14 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
00:00 - Introduction and Fiscal Projections 01:49 - Deficit Trends and Historical Comparisons 03:36 - Economic Recovery Amid Record Deficits 05:24 - Key Drivers of Debt and Deficit Growth 08:02 - Rising Interest Payments and Their Impact 10:27 - Sustainability of U.S. Fiscal Policies 12:05 - Inflation Risks from Growing Deficits 13:56 - Interaction Between Federal Reserve and Treasury 15:15 - Revenue Projections and Expiring Tax Cuts 18:35 - Financial Sector Risks 21:00 - Federal Deficits and Economic Growth 24:15 - Closing Remarks and Future Outlook
#economy #investing #economicsWhy Oil Could 5X To $350, ‘Crater’ World Economy | Bjarne SchieldropDavid Lin2024-10-13 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/David
Bjarne 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 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 Importance 04:07 - Alternative Pipelines and Strategic Reserves 05:18 - Iran-Israel Conflict Scenarios and Oil Impact 07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital 08:03 - U.S. and China’s Role in Strait of Hormuz Crisis 09:18 - War's Influence on Oil Prices 11:25 - Impact of Retaliatory Strikes on Oil Refineries 12:59 - Global Oil Market's Ability to Adapt 15:17 - Geopolitical Risk Premium in Oil Prices 16:08 - Future Oil Supply and Demand Dynamics 18:01 - Emerging Markets’ Role in Oil Demand 19:17 - Long-Term Projections for Oil Prices 22:13 - OPEC's Strategy and Influence on Prices 24:44 - Finding the Long-Term Oil Price Balance 25:26 - The Economic Impact of High Oil Prices 26:08 - Conclusion and Guest’s Research Platform
#oil #investing #economyThe Biggest Black Swan: How Will Israel Strike Iran? | Marko PapicDavid Lin2024-10-12 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Marko 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.
00:00 - Intro 03:20 - Why Israel Delays Retaliation 05:23 - U.S. Influence on Israel's Decisions 08:04 - Iran’s Military vs. Israel’s Limits 12:09 - Nuclear Threats: U.S. vs. Israel 15:52 - Iran’s Strategy with Arab Allies 17:47 - Strait of Hormuz and Oil Markets 20:14 - Putin’s Role and Russia’s Limits 22:38 - What If Israel Nukes Iran? 26:23 - Iran’s Nuclear Ambitions 29:10 - Trump vs. Harris on Foreign Policy 32:07 - Future U.S. Geopolitical Strategy 38:11 - Trump’s Tariff Strategy 42:42 - Market Risks if Trump Wins 44:05 - Outro and Conclusion
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
Shaun 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.
FOLLOW 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/139981639X
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:50 - “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 tariffs 17:00 - 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 2014 31:45 - Is China turning into Japan? 35:00 - Future of U.S.-China relations 38:23 - Reunification of Taiwan
#china #economy #geopoliticsTrader Called 2024 Bull Rally, Has This Year-End Market Prediction | Jason ShapiroDavid Lin2024-10-11 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/David
Jason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
00:00 - Introduction and Market Sentiment 01:23 - China's Stimulus and Global Impact 03:39 - The Role of Central Banks in Stimulus 04:21 - Crypto IRA and Investment Strategy 05:07 - How China's Stimulus Affected Jason’s Trading 06:05 - The Ponzi Scheme of Stimulus 09:06 - Energy Prices and Inflation Predictions 10:35 - Geopolitical Tensions and Their Impact on Markets 11:29 - Why Jason Avoids Shorting at All-Time Highs 13:32 - Crowded Trades and Market Momentum 14:42 - Jason’s Take on Shorting the Russell Index 16:29 - Sector Performance and AI’s Role in Utilities 17:36 - Major Market Drop in August 19:35 - Jason’s Trading Strategy for Buying Dips 21:06 - Jason's Views on Gold 24:12 - Correlation Between Assets and Overcrowded Trades 25:12 - Bonds, Currency, and Metals 28:02 - Trading Tech Stocks Like Nvidia 30:58 - Economic Data and Trading Decisions 32:56 - Bullish Sentiment and Market Conditions 34:45 - Election Uncertainty and Market Impact 36:14 - Final Thoughts on Market Timing 38:42 - Where to Follow Jason Shapiro
#stocks #trading #economy20% Of U.S. On Welfare; Household Bankruptcies Surging | Danielle DiMartino BoothDavid Lin2024-10-10 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.
FOLLOW DANIELLE DIMARTINO BOOTH: QI Research Substack - Use this link to receive a 20% discount: dimartinobooth.substack.com/MEM24 Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:50 - 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 disasters 32:10 - Major risks and asset allocation 35:47 - QI Research
#economy #investing #stocksCrises Will Deepen As Fourth Turning Hits, What Happens To Markets? | Darius DaleDavid Lin2024-10-09 | Sign up for an IRA with ITrust today using this link: https://itrust.capital/David
Darius Dale, Founder of 42 Macro, discusses what will happen to markets during a "Fourth Turning" and what investors can expect.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
00:00 - Intro & Market Overview 01:23 - Risk Factors for Markets 02:30 - U.S. Economic Resilience 03:50 - Liquidity & Fed’s Dovish Stance 05:00 - Trump vs. Harris: Impact on the Dollar 06:50 - Tariffs & Inflation: The Real Story 08:13 - Populism & Inflation Risks 10:00 - The Fourth Turning Explained 12:30 - Fiscal Support & Market Impact 16:00 - Medium-Term Bullish Outlook 18:20 - Geopolitical Conflicts & Market Response 23:50 - U.S. Liquidity Situation Deep Dive 29:30 - Bitcoin & Currency Debasement 38:30 - Bullish Sectors & S&P 500 Outlook 42:00 - Final Thoughts on the Fourth Turning
#economy #investing #stocksGlobal Money Supply Surging, Get Ready For Inflations Massive Comeback | Tavi CostaDavid Lin2024-10-09 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:50 - Did the Fed make a mistake? 3:17 - Global money supply 10:00 - China stimulus and commodities 16:40 - Bullish assets 18:09 - Steepening yield curve 25:40 - Non-growth fiscal spending 31:40 - Gold vs. Copper 40:10 - Mining stocks
#inflation #economy #investing‘Oil War’ Looms: What Happens To Markets In Coming Storm? | John FeneckDavid Lin2024-10-08 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:30 - Oil war 3:14 - Stock market outlook 7:30 - Monetary policy outlook 9:07 - Commodities 11:53 - Silver 21:20 - China stimulus 21:17 - Most bullish commodity 24:30 - Mining stocks 28:00 - Feneck Consulting
#stocks #economy #investingDavid Lin Interviewed Live By Michael Gayed w/ @leadlagreportDavid Lin2024-10-08 | Join us live with Michael Gayed from @leadlagreport as we discuss stocks, China, and more.
#economy #stocks #investingEconomist Reveals Trigger For World Depression | Steve HankeDavid Lin2024-10-08 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off
Steve 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:30 - Latest jobs report 6:23 - Wages and inflation 7:47 - Trump and labor market 10:50 - Immigration and economic impact 13:35 - Government jobs added 16:46 - Government spending as % of GDP 18:25 - China stimulus 23:00 - Oil and geopolitical tensions 27:15 - This would cause 'world depression' 28:55 - Presidential election odds 35:00 - Kamala Harris's economic plan
#economy #geopolitics #investingBank Losses ‘Dwarf’ 2008, Housing Shortage Is ‘Extreme’ | Briton HillDavid Lin2024-10-07 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Briton 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:40 - Housing market is "stuck" 2:30 - Housing shortage 3:14 - Bank losses 7:34 - Mortgage rates to stay high 10:15 - Buyers’ or sellers’ market? 12:52 - Capital borrowers’ profiles 15:17 - Lumber price 16:30 - Construction starts 18:22 - Housing affordability solutions 25:14 - Homebuilders’ priorities 26:15 - Stock market outlook
#stocks #realestate #investingPrecipice Of Big Global Event, Brace For Higher Volatility | Si KataraDavid Lin2024-10-06 | Si Katara, CEO of TappAlpha, explains strategies to hedge against volatility, as well as the future of the tech industry.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 -Intro 0:40 - Geopolitical risks 1:58 - VIX 3:56 - NVIDIA 7:55 - Tech industry 2000 vs. Now 9:50 - 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 #techIs AI On Verge Of Destroying Humanity?| Michael CaseyDavid Lin2024-10-05 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Michael 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:20 - AI sentience 2:30 - Next “stage” of AI 6:24 - Next steps for OpenAI 8:25 - AI’s threats to humanity 13:40 - Web3 and AI 15:55 - Next steps for Web3 21:25 - Deepfake protection 26:00 - ChatGPT4 “thinking” threats against humanity 28:0 - DAIS
#ai #technology #web3Bombshell Jobs Report: This Could Change Everything | Adrian DayDavid Lin2024-10-04 | Remove your personal information from the web at joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off
The 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:30 - 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 Fed 20:00 - Yields and gold outlook 23:45 - Stimulus and inflation outlook 28:00 - Trump and rare Earth minerals 34:20- Most bullish commodities 26:14 - Gold vs. Miners
#economy #investing #stocksGet Ready For Double-Digit ‘Super Inflation’, More Social Unrest | Willem MiddelkoopDavid Lin2024-10-04 | Sign up for STLLR Gold's (TSX: STLR | OTCQX: STLRF | FSE: O9D) exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin
Willem 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:30 - Oil 3:00 - Monetary stimulus 7:38 - Middle East escalations 9:28 - ILA strike and inflation 12:28 - Commodities deflation 14:18 - Housing collapse 15:30 - Bullish commodities 18:24 - Trump and the dollar 21:30 - U.S. dollar "endgame" 25:27 - Trump and tariffs
#economy #investing #inflationThese Sectors To Rake In Money By Year-End | Eric BalchunasDavid Lin2024-10-03 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Eric 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ 6:36 - Rising ETF AUM 10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs 16:00 - New ETF trends 18:15 - Chinese government buying ETFs 20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends
#investing #stocks #bitcoinCEO Called $2,500 Gold Price In 2024, Now Has This Bold New Forecast | Shane WilliamsDavid Lin2024-10-03 | 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Gold price momentum recap 2:50 - Gold mining industry evolution 7:00 - Capital flowing back into the miners 8:40 - WRLG production timeline 11:47 - Major challenges in 2024 for WRLG 13:15 - Gold price rally and mining strategy 15:00 - Mining ETFs vs. Mining stocks 16:00 - Gold sector vs. Tech stocks 17:00 - Gold stocks vs. Gold bullion 19:24 - Recession and gold price 20:08 - $3,000 gold price target 21:55 - Institutional investors and gold 22:40 - Exploring for juniors vs seniors 23:55 - 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 DawsonDavid Lin2024-10-02 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Cameron 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:50 - “Don’t fight the trend” 3:00 - Market momentum 5:30 - Fed vs Treasury on stimulus 11:55 - Inflation outlook 15:50 - Will we get deflation? 17:40 - Inflation post-2008 crisis 21:00 - 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 #investingIll Cripple You: Port Workers Strike, Will Inflation Spike? | Brian BelskiDavid Lin2024-10-02 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Brian 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:10 - ILA dock strikes 6:24 - Inflation outlook 8:40 - Crude oil 10:49 - Middle East tensions 13:30 - S&P 500 outlook 18:35 - Stock market valuations 20:30 - Sector preferences 24:34 - Canadian stock market
#economy #investing #stocksCentral Banks To Restock Gold, $5,000 Price Within Reach | Morgan LekstromDavid Lin2024-10-01 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:00 - Gold price outlook 5:08 - Gold as money 7:00 - Gold confiscation 8:30 - Holding vs. Trading 9:50 - Inflation vs. Gold 12:00 - Gold price bottom 14:00 - Deficit outlook 17:00 - Declining fertility rate 20:10 - 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 #stocksFed To ‘Kickstart’ Inflation, Next Crash Will Make August Look Like Dip | Gareth SolowayDavid Lin2024-09-30 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Gareth 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:40 - Market recap 2:10 - Declining corporate cash balance 6:06 - Financials sector 11:38 - 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 #tradingFed Cuts Set Up Markets For Massive Moves Ahead: Fund Manager Reveals Whats NextDavid Lin2024-09-29 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:30 - Fed cut and market reaction 4:16 - Recession risks 7:45 - Sector outperformance 8:50 - 6,000 S&P 500? 10:13 - Money market funds 12:43 - Bonds outlook 16:05 - Small caps vs. Large caps 19:00 - 50 bps cut and recession 21:50 - Inflation and equities 23:45 - Longest bull market in history
#stocks #economy #investingNew Record Highs: What China’s Massive Stimulus Means For Global Markets | Jeff ChristianDavid Lin2024-09-28 | Buy gold and silver with trusted industry leaders: bit.ly/OneGold-PreciousMetals
Jeffrey 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:00 - China stimulus 7:20 - Base metals and China 11:50 - Lithium 20:10 - Other industrial metals 21:00 - Gold price drivers 25:55 - $3,000 gold price outlook 27:00 - Inflation and gold 30:13 - Silver price outlook
#economy #investing #chinaFed ‘Panicked’: What Powell Is Really Worried About | Gary ShillingDavid Lin2024-09-27 | 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 0:50 - Jobs market 3:26 - Fed's 50 bps rate cut 5:41 - Unemployment rate 9:48 - GDP revisions 11:45 - Fed funds rate projection 12:30 - Is economy repeating 2007, 2008? 16:38 - Outlook for earnings, stock markets 18:55 - "Shock" for economy 20:00 - Bond market outlook 21:20 - China stimulus 26:10 - Global central bank policies 27:33 - Asset allocation 31:08 - Bitcoin 32:50 - Gary Shilling & Co. 34:11 - Global growth
#economy #investing #stocksIsrael Invades Lebanon: World Faces ‘All Out Nuclear War Risk | Richard WolffDavid Lin2024-09-27 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Richard 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:20 - 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 UN 48:48 - How to avert global war
#economy #geopolitics #israellebanonconflictWhy This Mining Stock Surged 80% In 2 Weeks; CEO Matt Manson ExplainsDavid Lin2024-09-26 | 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)
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#mining #stocks #investingProphet Of Election Predictions Reveals Who Next President Will Be | Allan LichtmanDavid Lin2024-09-25 | 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:15 - Challenger charisma key 6:30 - Incumbent charisma key 9:40 - Policy change key 10:30 - Economy key 15:06 - Debates and election outcome 16:20 - Military success/failure key 17:41 - Keys not in favour of Democrats 18:24 - Final prediction for next President 20:33 - Changes to socioeconomic landscape 22:05 - What would change Lichtman’s mind?
#politics #election #economy‘Increasing Wealth Inequality’ Now Economy’s Biggest Crisis | Elizabeth PancottiDavid Lin2024-09-24 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:30 - Pancotti's background 2:40: Most pressing economic problem 8:40 - Fiscal stimulus and inflation 11:40 - Kamala Harris and inflation 20:40 - Widening budget deficits 23:30 - Housing affordability 26:30 - Unrealized capital gains taxes 31:20 - Billionaire Minimum Tax 35:40 - Income redistribution 39:00 - Trade policies
#economy #economics #electionEx-Fed President Jim Bullard Reveals What The Fed Should Do Next, How FOMC Decisions Are MadeDavid Lin2024-09-24 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 2:00 - Economic projections 6:15 - FOMC decision making process 9:50 - Data sources the Fed uses 12:00 - Fed funds rate projection 13:30 - Measures of inflation 17:00 - Long-term economic growth 17:45 - Soft landing in 2025? 19:10 - Neutral rate 21:53 - Recession outlook 24:20 - Senators urged Fed to cut by 75 bps 28:40 - Fed policy in 2022 31:25 - "Policy rate is too high" 33:00 - Central bank "cross-communication" 34:35 - How the Fed decided on a cut 36:18 - Risks to the economy 38:00 - Most memorable experience at the Fed
#economy #federalreserve100% Price Surge: Will Supply Crunch Of This Critical Asset Trigger Massive Inflation?David Lin2024-09-22 | 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:00 - Why do we need lithium? 3:30 - Global lithium production 8:40 - Lithium price surge and collapse 13:30 - Lithium price outlook 17:40 - Canada's lithium production 18:53 - Li-FT Power deposits 21:00 - Canada-China trade war 22:30 - Inflation Reduction Act 23:35 - Miners partnering with EV companies 25:24 - Li-FT Power production ambitions 26:10 - Francis MacDonald's background 28:55 - Gold vs. lithium exploration 30:00 - Junior vs. senior mining exploration
#economy #electriccar #lithiumU.S. Can ‘No Longer Afford Debt’, Only One Way To Avoid Biggest Default In History | Luke GromenDavid Lin2024-09-21 | 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
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0:00 - Intro 1:20 - Dollar crisis 5:53 - Sovereign debt crisis 9:35 - Rising U.S. debt 9:30 - Dollar outlook 13:30 - Fed funding deficits? 18:45 - Causes of inflation 25:00 - Tariffs 27:35 - Anti-price gouging 30:18 - Inflation/interest rate outlook 33:00 - Gold and Bitcoin 42:00 - National security 45:00 - Recession signs
#economy #investing #stocks‘Monstrous Amounts Of Money’: Fund Manager Reveals Assets That Soar When Fed Eases | Thomas HayesDavid Lin2024-09-20 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Thomas 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.
0:00 - Intro 1:00 - Market reaction to Fed cut 8:00 - More volatility up ahead? 12:47 - Election outcome and markets 14:50 - Capital gains taxes 18:05 - Tariffs and markets 20:15 - Election certainty 22:20 - Monstrous amounts of money made 24:15 - Consumer staples/discretionaries 26:25 - Fed funds rate outlook 29:42 - Bond market outlook 34:05 - Central bank divergences
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#investing #stocks #economyInterest Rate To 2% In 2025, Four Horseman Of Deflation Coming | Jim ThorneDavid Lin2024-09-19 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Jim 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 2:30 - Are we in a financial crisis? 7:20 - Historic market reaction to a Fed pivot 10:20 - What markets are pricing in now 12:30 - 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 #investingFed’s 50 Bps Rate Cut: Will It Trigger Inflation AND A Hard Landing? Economist Steve Hanke AnswersDavid Lin2024-09-19 | Try InVideo for free at invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month
Steve 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.
0:00 - Fed's 50 bps cut 1:00 - Will inflation reignite? 8:00 - Labor market 12:30 - Why 50 bps? 16:45 - Fed balance sheet 20:24 - Dot plots 22:30 - Senators urge 75 bps cut 30:00 - Era of cheap money? 33:20 - Bond yields and inflation
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#economy #investing #federalreserveChinas Economy Is Collapsing, What Happens Next To Global Markets? | Patrick BoyleDavid Lin2024-09-18 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Patrick 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:10 - Patrick Boyle's career 2:50 - Hard or soft landing? 3:50 - How will markets react to Fed pivot? 7:10 - Asset allocation 11:04 - Bank of England rate cut expectation 13:51 - U.S. election and market response 15:50 - Tech layoffs 17:34 - China's economic slowdown 21:00 - China's population decline 22:39 - China's impact on global economies 23:40 - End of globalization 24:40 - Tariffs on cars 26:30 - Trading blocks 27:35 - Comparative advantage 30:25 - Protectionism vs. free trade 33:40 - Currency wars 36:20 - Declining fertility rates 38:30 - Inflation outlook 41:10 - European Union 43:00 - Future of media
#economy #china #investingViolent, Explosive’ Fourth Turning Is Here: Civil War Or Global Conflict Unfolding | Neil HoweDavid Lin2024-09-17 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Neil 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.
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:40 - Is the "Fourth Turning" here? 6:10 - Neil's prior predictions that turned true 7:30 - Nullification crisis 17:30 - Path for succession of states 23:30 - Obstacles to civil war 31:20 - Road to world war 34:05 - Popular sentiment against wars 35:40 - Global war or civil war more likely? 44:52 - Is NATO still necessary? 49:00 - Investment implications for Fourth Turning 52:30 - Inflation hedges 56:10 - Economy under rise of millennials
#economics #demographics #investingLetter To Fed: Lawmakers Urge 75 Bps Cut This Week, Will Powell Cave? Gary WagnerDavid Lin2024-09-17 | Buy gold and silver with trusted industry leaders: bit.ly/OneGold-PreciousMetals
Gary Wagner, Editor of The Gold Forecast.com, discusses expectations for a Fed rate cut this week, as well as his gold price outlook.
0:00 - Market performance recap 1:05 - Odds of a 50 bps rate cut 4:20 - Letter urging 75 bps rate cut 11:35 - State of economy 13:49 - Market reaction to rate cut 15:31 - Fed pivot and gold price 16:42 - $3,000 gold price timeline 18:50 - Bearish case for gold 21:45 - Gold vs. S&P 500 26:15 - Elliott Wave count for gold 28:45 - Last major gold bear cycle vs. now 31:15 - Gold vs. U.S. dollar
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#gold #federalreserve #economyDid China Just Cripple U.S. Military? This Critical Mineral Holds Key To Warfare | Kal MalhiDavid Lin2024-09-16 | 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).
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0:00 - China's antimony export ban 7:13 - Hertz Energy
#investing #commodities #geopoliticsMarket Crash Or Massive Rally This Week? What Fed Pivot Will Do To Tech Stocks | Bradley TuskDavid Lin2024-09-15 | Sign up for an IRA with iTrust today using this link: https://itrust.capital/David
Bradley 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 is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:25 - Fed pivot and tech sector 5:50 - Semiconductor companies and AI 7:23 - NASDAQ concentration risks 10:20 - AI applications 11:35 - "Unrealistic expectations" of AI 14:27 - Growing AI revenues 19:20 - Most successful startups 26:30 - VC trends 28:17 - Problems with voting at booth 33:00 - Voting with your phone 38:30 - Regulation with AI 40:30 - Singularity 42:15 - Future of crypto
#technology #investing #stocksSilver To Outperform Gold 4 To 1 As New Monetary System Emerges In Next 3 Years | David MorganDavid Lin2024-09-15 | 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 not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro 1:00 - Gold vs silver 4:19 - Silver as industrial metal 7:30 - Gold as a barometer 8:30 - Stormy times ahead 11:20 - Bankruptcies 16:00 - Inflation outlook 21:40 - Increased deficit 24:10 - Federal reserve rate cut 27:00 - Capital flow shifts 29:46 - Dollar outlook 32:30 - New monetary system 33:30 - Why hasn't silver hit new highs? 36:50 - Industrial use case of silver 38:20 - Silver mining 40:00 - How money controls us