The David Lin Report

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offAdam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, predicts stocks, gold, and Bitcoin will surge because he believes the Fed will cut rates despite rising inflation.Watch Adam's last interview with David: https://www.youtube.com/watch?v=7VNspL9pGpc*This video was recorded on September 24, 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 THE KOBEISSI LETTER:Website: thekobeissiletter.comTwitter (@KobeissiLetter): https://twitter.com/KobeissiLetterInstagram (@kobeissiletter): https://www.instagram.com/kobeissiletter/Facebook: https://www.facebook.com/KobeissiLetterYouTube: https://www.youtube.com/@KobeissiLetter 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.1:07 - Labor market weakness5:10 - How to trade the current environment9:01 - S&P 500 after Fed rate cut11:28 - Retail investors and timeline15:14 - Stock market concentration risk17:32 - The Fed and CPI23:05 - Price increases24:50 - Fed cutting into inflation and best assets to look at28:35 - Bonds and the deficit29:55 - Gold, AI, and younger investors34:01 - Housing market#stocks #economy #investing

Want to stay ahead of the curve? Subscribe to the 21Shares newsletter for timely market updates and trend breakdowns: https://bit.ly/3HSNFwsFollow @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares_ on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares_US on X: https://x.com/21Shares_USChris Vermeulen, Chief Market Strategist at The Technical Traders, warns that gold and stocks are both showing signs of extreme investor enthusiasm that typically leads to pullbacks, though he believes gold has more upside potential than equities.*This video was recorded on September 24, 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 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 - Intro.0:55 - Jerome Powell on stock valuations and the FOMO indicator4:39 - S&P 500: 44% of time near ATH7:24 - Gold14:24 - Parabolic moves18:19 - Trading trends and surfing market waves21:30 - bull vs bear markets25:04 - Mean reversion theory27:06 - Gold analysis38:22 - S&P 500 resistance levels and targets40:46 - Bitcoin#economy #investing #stocks

Want to stay ahead of the curve? Subscribe to the 21Shares newsletter for timely market updates and trend breakdowns: https://bit.ly/3HSNFwsFollow @21Shares on YouTube: https://www.youtube.com/@21sharesFollow @21Shares_ on Instagram: https://www.instagram.com/21shares_/Follow @21Shares on Linkedin: https://www.linkedin.com/company/21shares-us/Follow @21Shares_US on X: https://x.com/21Shares_USBenjamin Cowen, Founder and CEO of Into the Cryptoverse, expects Bitcoin to reach its peak before the end of 2025 and then enter a bear market in 2026 based on historical four-year cycle patterns.Watch Ben's last interview with David: https://www.youtube.com/watch?v=8-Hu9eUpFn0*This video was recorded on September 23, 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 BENJAMIN COWEN:Into The Cryptoverse: https://intothecryptoverse.com/c/davidlinYouTube: https://www.youtube.com/@intothecryptoverseX (@intocryptoverse): https://twitter.com/intocryptoverseFOLLOW 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.0:57 - Bitcoin seasonal patterns4:33 - Q4 market cycle and Santa rally6:31 - Bitcoin dominance analysis and current levels10:27 - Bitcoin’s 4-year cycle13:30 - Bitcoin dominance patterns and alt-season timing17:51 - Is altcoin-season around the corner?19:17 - Bitcoin cycle high price predictions24:09 - Bitcoin volatility vs. Traditional assets28:07 - Fed Funds Rate impact on Bitcoin price33:10 - Why 2026 will be a bear market35:11 - Bitcoin vs. stock market relationship40:18 - Eth analysis42:46 - Portfolio allocation#crypto #bitcoin #investing

Willem Middelkoop, Founder of the Commodity Discovery Fund, argues that the US dollar-based monetary system is collapsing due to geopolitical tensions with BRICS countries, and investors should buy gold, silver, and other commodities before prices skyrocket.Watch Willem's last interview with David: https://www.youtube.com/watch?v=SrE7ztjSjCA*This video was recorded on September 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 WILLEM MIDDELKOOP:X (@wmiddelkoop): https://X.com/wmiddelkoopCommodity Discovery Fund: https://en.cdfund.com/The Big Reset: https://library.oapen.org/handle/20.500.12657/25071FOLLOW 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.1:15 - The “Big Reset” theory3:59 - Signs of financial system stress6:00 - US debt crisis and Russian perspective8:57 - Dollar weakness and central bank gold buying13:33 - Financial WW3: West vs. Rest15:43 - Central banks gold and Shanghai summit18:39 - Trump’s China strategy and military conflict risk21:04 - Monetary system bifurcation consequences23:08 - Stablecoins, new Treasury demand, and Trump crypto strategy26:30 - Critical minerals as geopolitical weapons30:31 - Most promising commodities to invest in and portfolio allocation32:39 - Gold and silver35:45 - European rearmament and war metals demand39:55 - Sovereign debt crisis warning signs, and US inflation47:02 - Mining sector and capital rotation#economy #investing #inflation

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offSteven Camarota, Director of Research at the Center for Immigration Studies, discusses Trump's new policies that raise H-1B visa fees to $100,000 and explains his research showing 2.2 million foreign-born workers have already left America, which he argues will raise wages for American workers.*This video was recorded on September 22, 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 STEVEN CAMAROTA:X (@CIS_org): https://x.com/CIS_orgCenter for Immigration Studies Website: https://cis.org/Steven's work: https://cis.org/CamarotaFOLLOW 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.0:56 - H-1B visa program changes4:44 - Howard Lutnick’s perspective7:43 - Michio Kaku’s perspective and explanation of programs13:59 - Tech industry response and market reaction16:54 - Wage inflation concerns in tech sector20:29 - Trump’s $1M “Gold Card”22:38 - Ending “birthright” citizenship25:36 - “Low immigration, pro-immigrant” philosophy28:42 - 2.2 million foreign-born population decline32:20 - Labor market impact analysis35:31 - Economic Policy Institute counterargument40:07 - Future economic direction predictions41:47 - How immigration destinations form45:08 - AI’s impact on future immigration#immigration #labor #economy

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offEd Yardeni, President of Yardeni Research, predicts the S&P 500 will reach 10,000 by 2029 because baby boomers are spending their $80 trillion in wealth while productivity gains keep the economy strong despite Fed policy mistakes.*This video was recorded on September 19, 2025.Watch Dr. Yardeni's last interview with David: https://www.youtube.com/watch?v=2Ygypx937twSubscribe 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 EDWARD YARDENI:Yardeni QuickTakes: https://www.yardeniquicktakes.com/Twitter (@yardeni): https://twitter.com/yardeniFOLLOW 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.0:39 - S&P 500 forecast and bullishness3:35 - Fed policy analysis4:55 - Labor market cooling vs. productivity growth8:58 - Political influence on Fed rate cut, Fed mandate, and inflation target14:53 - Economic indicators7:13 - Tariff impact on corporate pricing and Baby Boomer effect19:53 - Housing market and rate sensitivity20:51 - Bond market outlook and debt risk crisis25:18 - Stagflation investment strategy and sector recommendations#economy #investing #stocks

Shawn Khunkhun, CEO of Dolly Varden Silver (TSX.V: DV | NYSE-A: DVS), explains why silver hit $40 an ounce and discusses the supply shortage driving prices higher.Watch Shawn's last interview with David: https://www.youtube.com/watch?v=NyAo6JQCfsY*This video was recorded on September 9, 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.1:09 - Silver’s market performance3:02 - Supply squeeze4:22 - Who’s buying silver?5:28 - Why silver is rarer than gold7:08 - Gold-silver ratio8:42 - Mining stocks13:16 - What $40 silver means15:04 - Development challenges16:57 - Silver mining into extinction risk18:37 - Lobbying19:40 - U.S. capital markets20:55 - Benefits of increased liquidity and future growth#economy #mining #metals

Learn more about Tudor Gold here: https://tudor-gold.com/ and on X (https://x.com/TUDGoldCorp)Joe Ovsenek, CEO of Tudor Gold, discusses how his company's massive 21.66 million ounce gold deposit in British Columbia is positioned to benefit from record gold prices and improved investor sentiment in the mining sector.*This video was recorded on September 12, 2025 and is sponsored by Tudor Gold.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 JOE OVSENEK AND TUDOR GOLD:x (@tudgoldcorp): https://x.com/TUDGoldCorpWebsite: https://tudor-gold.comFOLLOW 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.0:59 - Why sentiment has changed in a year3:26 - Where are we in the current bull cycle5:09 - Comparing now vs. 2010/2011 and what the industry has learned8:34 - Growth profile for mergers and acquisitions10:20 - Summer rally and how it impacts Tudor Gold11:46 - Big gold project in Canada13:50 - Primary object for the next few quarters15:10 - Management, the Brucejack Mine, and shareholding team 17:25 - Production strategy and timeline20:23 - Latest drilling results and current capital position22:32 - Teck-Anglo merger23:25 - Tether adding gold to reserves24:10 - Gold’s continued rally, mining policy, and infrastructure advantages29:01 - Joe’s journey and career advice#gold #mining #investing

Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the implications of the latest round of central bank monetary policies around the world, what happens when the Fed loses independence, and why gold could climb to $6,000 in this bull cycle. *This video was recorded on September 19 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 - Intro0:52 - Central bank activity10:24 - Fed's monetary policy 13:40 - Risk-on sentiment18:00 - Gold price outlook24:33 - Fed indepence 27:06 - Bank of Canada 29:09 - Bank of Japan31:43 - Bank of England 34:50 - ECB38:00 - Dollar outlook#gold #investing #economy

Start earning interest in gold: https://Monetary-Metals.com/LinTed Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, argues the Federal Reserve made a mistake cutting interest rates while inflation remains high, warns that current markets resemble the 1999 bubble with dangerous overvaluation in tech stocks, and recommends investors focus on undervalued dividend-paying companies while maintaining defensive cash positions.Watch Ted's last interview with David here: https://www.youtube.com/watch?v=Bs6QxRKyLVM*This video was recorded on September 18, 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 TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_AdvisorsYouTube: https://www.youtube.com/oxbowadvisorsTed's books: https://oxbowadvisors.com/books-2025-march/ 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.1:00 - Labor market analysis3:19 - Housing market weakness6:44 - Jerome Powell and the Federal Reserve12:01 - Fed funds rate13:51 - Fed independence and Goldman’s gold prediction16:35 - Inflation and how to stimulate job market growth19:47 - Tariff price hikes and consumer spending tipping point22:03 - Primary theme for investors24:58 - 1999 redux and inflection points27:22 - Investment advice for cash-heavy portfolios28:50 - What is “safety” in the current environment?30:24 - Digital assets and undervalued sectors32:56 - Overvalued assets and advice#investing #economy #federalreserve

Will Rhind, CEO of GraniteShares, discusses why gold and Bitcoin have reached record highs, explains how investors can profit from market volatility through specialized ETFs, and predicts continued market strength as the Federal Reserve cuts interest rates.*This video was recorded on September 15, 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 WILL RHIND: GraniteShares: https://graniteshares.com/GraniteShares X (@graniteshares): https://x.com/granitesharesWill Rhind X (@willrhind): https://x.com/willrhind 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.0:46 - Volatility trends and “buying the dip”2:02 - Key economic data points and ‘recession’4:21 - Tariffs and inflation impact5:41 - Fed easing cycle and bullish market thesis7:09 - Large cap vs small cap performance9:42 - GraniteShares top-performing products12:44 - The case for Q4 volatility13:52 - Gold17:58 - Bitcoin and Bitcoin products21:14 - Yield boost products and volatility strategy24:05 - Policy surprises and market uncertainty26:04 - Price forecasts for gold and Bitcoin#gold #investing #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offGareth Soloway, President of Verified Investing, discusses the FOMC's latest rate cut decision, what's next for monetary policy, and what's next for markets. Watch Gareth's previous interview with me: https://youtu.be/iO5dGDuYocE?si=J0Tvnwno8lC6zcsp*This video was recorded on September 17, 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 GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.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 - FOMC action4:20 - Tariffs on the labor market5:35 - Fed's economic growth projection8:50 - Recession outlook 13:55 - End of bull market 18:00 - Market hedging 22:00 - Real estate 24:00 - Bitcoin28:49 - Gold31:00 - Fed independence 32:30 - Dollar 36:00 - Hard assets 38:00 - Future rate cuts #economy #stocks #bitcoin

John Feneck, CEO of Feneck Consulting, argues that gold and silver will outperform stocks because the economy is weaker than people think.Watch John's last interview with David: https://www.youtube.com/watch?v=hmUWmHqF7Ig*This video was recorded on September 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 JOHN FENECK:Website: http://www.feneckconsulting.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.1:03 - Market outlook and corrections4:04 - Fed rate cut expectations and Powell’s dilemma5:46 - Labor market weakness6:44 - Expectations for this Fall9:50 - Why gold is rising despite no rate cuts13:32 - Gold price targets for 202616:26 - Recession risks and economic warning signs17:47 - Silver’s late rally and target price20:39 - Portfolio allocation: bullion vs miners24:07 - Misconceptions and red flags about investing in precious metals28:10 - What to look for in mining companies31:07 - Responding to gold critics 34:09 - Mining stocks#gold #economy #investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offPhilippe Gijsels, Chief Strategy Officer at BNP Paribas Fortis, predicts that global tensions and economic changes will lead to higher inflation and much higher prices for gold, silver, and other commodities. Watch Phillipe's last interview with me: https://youtu.be/34BJdgdNwMg?si=a7IzMNsAec_Ctpc-*This video was recorded on September 16, 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 PHILIPPE GIJSELS:LinkedIn: https://www.linkedin.com/in/philippe-gijsels-5563131/X (@pgijselsh): https://x.com/pgijsels"The New World Economy In 5 Trends": https://a.co/d/eD0UTIDFOLLOW 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.1:26 - Economic news from Europe4:53 - Global growth: China9:03 - Investing in times of “Superinflation”18:23 - “Tectonic Plates” colliding economically24:04 - 30-year rising in the U.S.25:27 - Dollar30:56 - Hyper-innovation in the future32:50 - Superinflation36:03 - Gold and central banks42:01 - Other commodities#geopolitics #economy #investing

Adrian Day, President of Adrian Day Asset Management, explains why he expects Fed rate cuts, believes the dollar will continue weakening, and thinks gold mining stocks will outperform gold itself despite both reaching new highs.Watch Adrian's last interview with David: https://www.youtube.com/watch?v=IlLoV0tKHwo*This video was recorded on September 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 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.0:56 - Fed policy and rate cut predictions’5:01 - Labor market and inflation reality7:00 - $1 Trillion interest expense problem10:59 - Trump’s Fed criticism and data dependency issues15:22 - Dollar decline and weakening foreign appetite18:52 - Reserve currency status and central bank gold buying21:18 - Bear case for gold 25:08 - Market warning signs and investor outlook28:23 - Bond market29:07 - Mining stocks32:26 - Contrarian concerns about gold consensus35:02 - Miners vs. Bullion #gold #investing #economy

Frank Giustra, CEO of the Fiore Group, argues that the US dollar-based financial system is collapsing due to excessive debt and that gold prices will rise dramatically as countries create alternative monetary systems centered around gold.Watch Frank's last interview with David: https://www.youtube.com/watch?v=ioctVU3eS1U*This video was recorded on September 10, 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 FRANK GIUSTRA:Website: https://frankgiustra.com/Twitter (@Frank_Giustra): https://twitter.com/Frank_GiustraFOLLOW 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.1:20 - Gold market outlook and fiat crisis3:22 - Bifurcation of the world with different global financial systems8:15 - Gold standard and central bank buying12:24 - US gold imports and Russian claims about stablecoin strategy17:06 - China summit and tariff war21:28 - Fed vs. Treasury24:49 - Dollar decline and debt-fueled speculation28:39 - Fed and BLS discussion36:01 - Starting over in what industry?37:54 - Global mining assessment43:17 - World bifurcation into trading blocs45:48 - Bitcoin vs. Gold investment debate48:38 - Fiore group’s future business plans50:09 - When to sell#investing #economy #gold

Florian Grummes, Managing Director of Midas Touch Consulting, predicts Bitcoin will hit $150,000 and gold will reach $9,000 due to massive money printing that forces investors into hard assets as fiat currencies lose value.Watch Florian’s last interview with David: https://www.youtube.com/watch?v=SoXiZI4gsH4*This video was recorded on September 10, 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 FLORIAN GRUMMES: Website: https://www.midastouch-consulting.comLinkedIn: https://www.linkedin.com/in/floriangrummes/X: https://twitter.com/FlorianGrummesSubstack: https://substack.com/@midastouchconsultingSeeking Alpha: https://seekingalpha.com/author/florian-grummesTelegram: https://t.me/MidasTouchConsultingFacebook: https://www.facebook.com/Midastouchconsulting 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.1:04 - Bitcoin analysis5:18 - Solana and altcoins6:44 - Trump administration and crypto9:51 - Long-term Bitcoin perspective12:47 - Current markets vs. 2008 financial crisis15:20 - “Crack-up Boom” crash16:59 - Portfolio allocation18:24 - Hard assets as inflation hedge19:57 - Four drivers of gold’s bull market16:15 - How to spot asset bubbles30:39 - Economic data weaknesses33:59 - Main st. Vs. Wall St.35:16 - Oil#gold #bitcoin #stocks

Tavi Costa, Portfolio Manager for Crescat Capital, argues that we are in the early stages of a major bull market for gold, silver, and mining stocks while tech stocks are overvalued and money will rotate into commodities and emerging markets as the dollar weakens.Watch Tavi's last interview with David: https://www.youtube.com/watch?v=5zVp0yGxfDQ*This video was recorded on September 9, 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 TAVI COSTA:Crescat Capital: https://www.crescat.net/Twitter (@TaviCosta): https://twitter.com/TaviCostaFOLLOW 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.00:00 - Intro.1:15 - Are we in a bubble?3:26 - Tech stocks5:16 - Is it time to sell?7:29 - Recent market performance9:40 - Inflation and emerging markets11:46 - Dollar decline12:57 - Emerging market sectors15:15 - DXY prediction16:28 - Stablecoins vs. dollar weakness17:50 - Weaker dollar agenda19:00 - US current account deficit crisis20:16 - Portfolio positioning22:04 - GDX up 90%23:49 - Comparison to previous gold bull cycles25:55 - Institutional interest in gold miners28:27 - What happens in 20 years?30:45 - Fed Policy predictions and monetary/fiscal policy#gold #economy #investing

Learn more about Argenta Silver here: https://argentasilver.com/ and on X (https://x.com/argentasilverag)Joaquin Marias, CEO of Argenta Silver, discusses how his company's stock has risen 300% since its 2023 founding as silver prices reach 13-year highs, with plans to expand their pure silver mining project in Argentina that has 50 million ounces and vast unexplored potential.*This video was recorded on August 29, 2025 and is sponsored by Argenta 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 JOAQUIN MARIAS AND ARGENTA SILVER:X (@argentasilverag): https://x.com/argentasilveragArgenta Silver website: https://argentasilver.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.1:31 - Silver market overview and supply-demand deficit2:54 - Financing in the current market environment4:47 - Argenta Silver overview7:40 - What makes Argenta Silver unique10:50 - Company performance15:31 - Current cash position and future investment plans17:17 - Resource expansion timeline18:49 - 5-year vision and growth strategy21:10 - Major shareholders23:25 - Joaquin’s background23:29 - Shareholder concentration risk27:43 - Key takeaways and investment highlights#investing #silver #minerals

David Hay, Founder of Haymaker Publications and retired former co-CIO of Evergreen Gavekal, warns that hidden recession signals are flashing red, with job openings falling to their lowest levels since 2020 and more unemployed Americans than available positions for the first time since COVID. He recommends buying gold, commodities, and international assets while avoiding traditional US stocks and bonds.Watch David's last interview with David Lin: https://www.youtube.com/watch?v=B4XaJp7DL94*This video was recorded on September 3, 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 DAVID HAY:Haymaker Substack: https://haymaker.substack.com/ David Hay's X (@Haymaker_0): https://x.com/Haymaker_0FOLLOW 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.1:49 - Why discuss recession?7:50 - Unemployment spike for new entrants10:35 - Housing market crisis and buyer demographics16:38 - Stablecoin strategy of the Treasury Secretary18:56 - Federal deficit spending and fiscal policy21:54 - Gold28:34 - Other commodities outlook30:23 - Labor market turning point and implications for stocks33:54 - The Fed35:24 - Dollar weakness and international opportunities38:41 - Asset allocation for 2026 and other trades#stocks #economy #investing