The David Lin Report

Check out Odoo today - https://www.odoo.com/r/zp0Clem Chambers, Founder of ANewFN, explains why he sold Bitcoin at 100K and is now betting on gold reaching $5,000 to $8,000 as World War III has already begun as a cold war between China and America.Watch Clem's last interview with David: https://youtu.be/qfDmd0Rlve4*This video was recorded on November 11, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha): https://www.youtube.com/@ClemChambersAlphaClem's substack: https://substack.com/@clemishereFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:33 - Bitcoin and gold6:57 - What shifted with Bitcoin, crypto?9:51 - Bank gold forecasts and WW3 14:48 - AI productivity17:31 - Crypto wipeout and leverage20:47 - When to take profits22:22 - Crypto winter?24:08 - Copper27:17 - Trump’s $2,000 dividend proposal32:42 - Prediction markets35:16 - UK’s shift on stablecoins and crypto security#investing #economy #trading

David Busch, CIO of Trajan Wealth, discusses market volatility, hedging strategies, the outlook for stocks, bonds, and Fed monetary policy. *This video was recorded on November 13, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID BUSCH:Website: https://trajanwealth.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:00 - Market sell-off 3:22 - More volatility? 4:30 - End of Fed QT7:10 - Private credit 13:55 - How to hedge 16:55 - Tech valuations 20:20 - Tariffs on the bond market 22:35 - Stocks vs. Bonds 25:16 - Inflation vs. Growth 27:33 - Defensive investing strategies 29:44 - Cryptos #stocks #investing #economy

Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Ran Neuner, Founder of Crypto Banter, argues Bitcoin has bottomed after a 21% correction and could rally on stimulus checks, but warns a stock market crash would drag Bitcoin down with it.Watch Ran's last interview with David: https://youtu.be/fq1vysnLvek*This video was recorded on November 12, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW RAN NEUNER: Crypto Banter: https://www.youtube.com/@CryptoBanterGroupTwitter (@cryptomanran): https://twitter.com/cryptomanranFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.#investing #crypto #bitcoin

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinPeter Grandich, Founder of Peter Grandich and Company, predicts $5,000 gold driven by physical demand overpowering paper markets, warns of major financial market losses in 2026, and advocates shifting to cash and commodities while avoiding stocks and Bitcoin. Watch Peter’s last interview with David: https://youtu.be/qsYggzlFNtY*This video was recorded on November 11, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER GRANDICH:Website: https://petergrandich.com/X (@PeterGrandich): https://x.com/PeterGrandichFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:01 - Gold miners and gold market7:01 - Gold charts11:16 - Stock market melt-up and portfolio positioning14:04 - Political division and living paycheck-to-paycheck21:05 - Retirement planning, inflation, debt24:40 - Tariffs and market performance27:11 - AI circular financing and comparison to dot-com bubble35:51 - China surpassing the US and risks37:27 - Bullish and bearish assets#economy #investing #gold

Shawn Khunkhun, CEO of Dolly Varden Silver (TSX.V: DV | NYSE-A: DVS), explains why silver could surge to $400 or even $800 per ounce as central banks add silver to their monetary systems and industrial demand creates massive deficits.Watch Shawn's last interview with David: https://youtu.be/ijLW-F47_8s*This video was recorded on November 10, 2025 and is sponsored by Dolly Varden Silver.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW SHAWN KHUNKHUN:Dolly Varden Silver Corp.'s website: https://dollyvardensilver.comX (@SilverVarden): https://x.com/silvervardenFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:25 - $50 silver and fair value base8:29 - M&A activity11:41 - Retail frenzy and central banks17:33 - Silver as a critical mineral19:31 - Reaction to $50 silver and annual deficit24:14 - Primary mines vs byproduct and the Golden Triangle deposit29:34 - Balance sheet growth, cash position, and M&A strategy35:21 - Recent drilling results37:58 - Balancing growth with shareholder dilution40:50 - Path from advanced explorer to top 10 silver equity#economy #mining #metals

Aleksandra Przegalinska, Senior Research Associate, Harvard Law School, and Vice-President of Kozminski University in Poland, warns that artificial intelligence is massively overhyped, is not replacing jobs or boosting productivity as promised, and the investment bubble could burst within a year. *This video was recorded on November 5, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ALEKSANDRA PRZEGALINSKA:X (@przegaa): https://x.com/PrzegaaLinkedIn: https://www.linkedin.com/in/aleksandra-przegalinska-5b17125/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:05 - AI’s impact on work3:51 - AGI7:05 - Physical AI and need for embodied intelligence8:57 - Automation and historical context13:23 - Humanoid robots18:08 - AI in education21:42 - Japan’s Woven City25:44 - AI’s contribution to US economic growth28:11 - Circular AI financing and bubble concerns30:19 - End of search engines?34:39 - Legal frameworks37:55 - The “workslop” problem and specialized AI43:49 - Companies at risk of missing the AI revolution#ai #investing #technology

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlinWilliam White, Senior Fellow at C.D. Howe Institute, discusses the causes of the next financial crisis.*This video was recorded on November 7, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW WILLIAM WHITE:Website: https://williamwhite.ca/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:23 - The next financial crisis 4:38 - Rising debt causes 6:20- De-dollarization 9:16 - Economic tipping point 14:40 - Sovereign debt crisis 22:51 - Stimulus and austerity 35:50 - Monetary policy today 39:00 - Future of global trade 46:15 - Dollar dominance 48:00 - BRICS currency? 51:20 - Auto manufacturers and climate policies 56:41 - Future of the U.S. dollar 59:30 - Future of the bond market 1:01:30 - Future of technology#economy #investing #tradewar

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669*This video was recorded on November 6, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:30 - Tech sell-off9:10 - Is gold in a bubble?13:10 - Banks borrow from the Fed19:13 - End of quantitative tightening27:00 - Trump and De-Dollarization33:40 - Argentina's economic crisis42:50 - Countries that should dollarize46:14 - Supreme Court and Trump tariffs 51:50 - U.S. - China relations

Check out Odoo today - https://www.odoo.com/r/9plChance Finucane, Chief Investment Officer of Oxbow Advisors, argues that the stock market is dangerously overvalued due to AI concentration and faces a likely correction, while the Fed's rate cuts into persistent inflation signal a shift to a long-term inflationary cycle requiring different portfolio positioning.Watch Chance's last interview with David: https://www.youtube.com/watch?v=5UPTy-0opWc*This video was recorded on November 5, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHANCE FINUCANE: Oxbow Advisors: https://oxbowadvisors.com/ X (@chancefinucane): https://x.com/ChanceFinucaneX (@Oxbow_Advisors): https://x.com/oxbow_advisorsFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:45 - Stock market rally outlook3:18 - Sector rotations5:10 - Tech concentration9:01 - Circular AI financing14:13 - Allocations16:10 - The Fed and inflation23:36 - US debt crisis and treasuries28:08 - Leverage and market speculation33:18 - Real estate sector36:01 - Gold and silver42:04 - Next major catalyst#stocks #economy #investing

Michael Gayed, Portfolio Manager for The Free Markets ETF, warns of an imminent market volatility spike due to excessive leverage but remains bullish on stocks long-term because of deregulation. Watch Michael’s last interview with David: https://www.youtube.com/watch?v=SN6DtzHgvxc*This video was recorded on November 4, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr Twitter (@leadlagreport): https://twitter.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:49 - Federal Reserve SRF activity and K-shaped economy6:52 - Big narratives and big banks predicting drawdowns9:49 - Quantitative Tightening and Fed balance sheet history14:07 - NYC Mayoral election and market implications16:45 - Bond markets21:01 - Tech bubble?22:02 - Lumber to gold ratio as a warning signal23:38 - Gold and risk-off plays26:07 - Why bonds failed alongside stocks in 202227:44 - Deregulation and the Free Markets ETF29:44 - 2026 outlook and themes31:25 - Bitcoin and AI33:22 - Long-term investment opportunities in era of AI#investing #economy #stocks

Get 33% off for 6 months of Cape: https://www.cape.co/?utm_source=creators&utm_platform=youtube&utm_campaign=davidlinChris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses "panic selling" in the markets, and what's next for stocks, gold and Bitcoin.Watch Chris' last interview with me: https://youtu.be/9F-WaG_WBzc?si=X6AOH8cz_of5MV3F*This video was recorded on November 4, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/davidlin/YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:24 - Bearish news 6:30 - The “panic button”9:34 - Tech bubble burst12:20 - Comments on Chris Vermeulen 18:21 - Comparing now and 2007 23:30 - Is gold still in a bull market? 26:35 - Bitcoin33:07 - Long equities 34:38 - “Asset revesting”#stocks #gold #bitcoin

Check out Odoo today - https://www.odoo.com/r/zIoPXueqin Jiang, Host of Predictive History on YouTube, explains the slow transition from democracy to an oligopoly right now, why Donald Trump may try to run for a third term, and the "controlled implosion" that our economy faces. *This video was recorded on October 31, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW XUEQIN JIANG:X (@xueqinjiang): https://x.com/xueqinjiangYouTube: https://www.youtube.com/@PredictiveHistoryFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:30 - U.S. - China trade deal 5:47 - China’s 5-year plan 9:00 - Future of U.S. - China relations 13:15 - U.S. heading to authoritarianism? 20:00 - Tech bubble is “engineered”27:22 - Digital currencies#investing #economy #geopolitics

Adrian Day, President of Adrian Day Asset Management, argues that gold's recent correction is a buying opportunity rather than a market top because retail investors have not participated and the mania signs from 2011 are completely absent. This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/. Watch Adrian’s last interview with David: https://www.youtube.com/watch?v=n0QQ1BwWbb4*This video was recorded on October 31, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:50 - Gold market update12:09 - M&A activity and gold’s fundamentals15:01 - Who’s buying gold?21:16 - Explaining the parabolic move26:27 - Gold miners31:12 - Portfolio allocation33:42 - Federal Reserve decision and the future39:12 - The end of QT and implications for gold#gold #investing #economy

Jason Furman, professor at Harvard University and the former Chairman of the Council of Economic Advisers for President Obama, discusses economic growth outlook, trade between China and the U.S., Fed monetary policy, and the future of stablecoins in the U.S.*This video was recorded on October 31, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JASON FURMAN: X (@jasonfurman): https://x.com/jasonfurmanFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:00 - Economic growth 2:53 - Wealth inequality5:16 - The 'scariest chart in the world'7:03 - Labor market overview9:10 - GDP outlook10:31 - 'Truce' between U.S. and China15:55 - Improving standard of living19:50 - Minimum wage20:44 - Economy's debt23:40 - Stablecoins 26:15 - Fed policy error? #economy #investing #stocks

Gary Wagner, Editor of TheGoldForecast.com, argues that gold's recent drop from $4,400 to $4,000 is a healthy correction in an ongoing bull market driven by central bank buying and investor demand. Watch Gary’s last interview with David: https://www.youtube.com/watch?v=AfAGFoHMq7w*This video was recorded on October 30, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW GARY WAGNER:The Gold Forecast: https://thegoldforecast.com/pricingTwitter (@garyswagner): https://twitter.com/garyswagnerYouTube: https://www.youtube.com/@ThegoldforecastFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:45 - Gold’s 10% pullback and next levels2:58 - Fed rate cut and FOMC meeting4:20 - Gold technical analysis8:38 - Comparing to previous bull cycles14:14 - Gold vs. Inflation expectations18:47 - Path to new ATH and Goldman’s forecast23:22 - Silver technical analysis26:08 - Retail frenzy and trading psychology#investing #gold #silver

Lauren Saidel-Baker, discusses the Federal Reserve, economic growth, and the current trade situation between the U.S. and China.*This video was recorded on October 30, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW LAUREN SAIDEL-BAKER:ITR Economics: https://itreconomics.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro0:50 - FOMC rate cut decision5;00 - Labor market7:45 - Inflation9:13 - Inflation vs. unemployment as risks10:44 - Wage growth14:00 - Government shutdown15:30 - U.S.-China trade23:00 - Market and Fed cuts24:30 - GDP and markets25:46 - Consumer confidence32:17 - Housing33:50 - Bond yields#economy #investing #federalreserve

Check out Odoo today - https://www.odoo.com/r/QmmDanielle DiMartino Booth, CEO of QI Research, discusses the latest FOMC rate cut decision and its impact on the economy and markets. *This video was recorded on October 29, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DANIELLE DIMARTINO BOOTH:For PRO: Visit this link sign up at this link: https://quillintelligence.com/register/weekly-quill-annual/When checking out, use this coupon code: QITenYears For Substack Feather: To receive 20% off your first year, visit: https://dimartinobooth.substack.com/QITenYearsX (@DiMartinoBooth): https://x.com/DiMartinoBoothFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – FOMC decision recap2:00 - Chance of another rate cut by December3:44 - Government shutdown and rate cut decision 6:33 - Quantitative tightening 7:38 - AI investment boom 9:00 - Should rates come down?10:10 - What could stall markets?11:15 - Labor market12:17 - Bond yields13:40 - Fed is too political14:22 - Gold and the dollar#economy #investing #federalreserve

Thomas Hoenig, former President of the Kansas City Fed, former Vice Chairman of the FDIC, and currently the Distinguished Senior Fellow at the Mercatus Center, discusses Fed rate cuts, regional banking risks, and the dangers of new stablecoin regulations. Watch Thomas’ last interview with David: https://youtu.be/LsrS3i4fFcg*This video was recorded on October 28, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW THOMAS HOENIG:The Mercatus Center: https://www.mercatus.org/ X (@tom_hoenig): https://x.com/tom_hoenigFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:09 - FOMC analysis4:07 - Fed Chair candidates9:10 - Economic and labor market outlook13:02 - Regional banks18:18 - Stablecoins, FDIC insurance, and crypto custody32:31 - AI bubble35:10 - Capital markets#economy #investing #stablecoins

Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, warns that stock markets are walking a tightrope with AI investments potentially creating a bubble, and investors should prepare for a downturn by moving into defensive positions and gold while watching for rising layoffs as a recession signal. Watch Peter’s last interview with David: https://youtu.be/W8SSOy2Bw18*This video was recorded on October 28, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:42- Economic “tightrope” and S&P growth3:16 - Bond markets, debt, and dot-com bubble comparison8:14 - AI, productivity, and impact on markets12:18 - Revised S&P outlook, allocations, and labor market15:39 - The Fed, Recession, and inflation outlook20:08 - Gold price surge, and market outlook25:07 - Allocations and sectors Peter likes28:07 - FOMC expectations#investing #economy #gold

Check out Odoo today - https://www.odoo.com/r/rCufTo get a 5% discount on CoolWallet, use this link: https://www.coolwallet.io/discount/davidcwMike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, warns that gold and Bitcoin have both rallied to dangerous extremes and are likely headed for major price corrections. Watch Mike’s last interview with David: https://www.youtube.com/watch?v=d3PFR9dSpAM*This video was recorded on October 27, 2025.Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MIKE MCGLONE: Twitter (@mikemcglone11): https://x.com/mikemcglone11LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - Gold and pullback5:09 - What gold signals for markets12:11 - Gold/silver ratio14:56 - The Fed announcement17:07 - Treasuries21:07 - Inflation and tariffs26:56 - Copper29:36 - Bitcoin#investing #economy #gold