The David Lin Report

Start earning interest in gold: https://Monetary-Metals.com/LinDavid Nicoski, CIO at Vermilion Research, discusses the Fed’s latest rate hike, weakening market breadth, the oil and diesel crisis, AI and tech stocks, and why energy, healthcare, and technology could lead the market through the rest of 2026.*This video was recorded on September 19, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NICOSKI:X: https://x.com/davevermilionSubstack: https://substack.com/@vermilionresearchWebsite: https://vermilioncap.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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Fed Rate Hike & Market Warning Signs1:00 - Financial Stocks Start Breaking Down4:08 - S&P 500 at a Critical Level6:37 - Tech Dominance & Sector Rotation8:24 - Oil, Diesel & the Energy Crisis13:01 - Tanker Rates Explode15:56 - Higher Rates, AI & the Stock Market18:19 - Best Sectors for the Rest of 202619:03 - AI Stocks & the Power Bottleneck21:19 - Is AI Still a Bubble?23:01 - Semiconductors vs. Software24:12 - Dollar, Gold & Bitcoin Outlook27:36 - Market’s Biggest Warning Signal29:30 - Stock Market Breadth Deteriorates32:35 - What the Fed Means for Markets33:31 - Where to Invest Now#stocks #investing #trading

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Gareth Soloway, Chief Market Strategist at Verified Investing, discusses the Fed’s next move, rising bond yields, oil-driven inflation, and what shifting market conditions mean for stocks, Bitcoin, gold, and the broader economy.Watch Gareth's last video: https://youtu.be/ZSIgWXXx7UE*This video was recorded on September 15, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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/YouTube: https://www.youtube.com/@UCGKi5Wa5C9DqNYeKSDk0PAw 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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.3:09 - Fed Will Hike: Why Yields Could Fall10:46 - 5% Treasury Yield & 2007 Warning15:22 - How Markets Could React To The Fed18:46 - S&P 500: Key Levels To Watch20:22 - Bitcoin Outlook & Critical Support23:20 - Gold Breakout & Long-Term Target25:49 - Oil, Bonds & “$50 Before $150”31:34 - Recession, AI & The Coming “Reckoning”#stocks #trading #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Komal Sri-Kumar, President of Sri Kumar Global Strategies, discusses the Fed's first rate hike in 3 years, and what's next for monetary policy and the economy. *This video was recorded on September 16, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 KOMAL SRI-KUMAR:Substack: https://srikonomics.substack.com/X (@SriKGlobal): https://x.com/SriKGlobalFOLLOW 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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Fed Hikes Rates: What Happens Next?2:05 - Why Bond Yields Keep Rising4:50 - Did the Fed Do Enough?6:35 - How Many More Rate Hikes Are Coming?10:03 - AI, Productivity & Inflation11:23 - Fed Hikes Into an Oil Supply Shock14:50 - What Could Trigger a Bigger Rate Hike Cycle?16:05 - Treasury Intervention & Rising Yields20:04 - What Higher Yields Mean for the Economy21:24 - Can the Economy Survive Higher Rates & Inflation?23:41 - AI Spending & Financial Crisis Risk24:35 - U.S.-Canada Trade War & Global Growth25:40 - America’s Debt & Deficit Problem27:08 - Fed Outlook Through 202729:59 - Is the Phillips Curve Broken?#federalreserve #economy #investing

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Dr. Ron Paul, Host of the Liberty Report and former Congressman, discusses inflation, government debt, war, monetary policy, political polarization, AI regulation, and the growing strain on the U.S. economic system.Watch Dr. Paul's last interview: https://youtu.be/U-dKl3JLL68*This video was recorded on September 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DR. RON PAUL:X (@ronpaul): https://x.com/RonPaulRon Paul Institute website: https://ronpaulinstitute.org/X (@ronpaulinstitut): https://x.com/RonPaulInstitutThe Liberty Report website: http://www.ronpaullibertyreport.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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 — Intro.1:13 — Liberty, Government & “Honest Money”2:58 — Iran War, Nuclear Weapons & U.S. Foreign Policy6:19 — Oil Prices, War & the Economy8:50 — Inflation, the Fed & Money Printing10:27 — U.S. Debt, Spending & the “Crack-Up Boom”13:19 — Socialism, Capitalism & the Midterm Elections17:12 — The Federal Reserve, AI & Government Regulation21:53 — Gold, Bonds & What Happens in an Economic Crisis#economy #fed #politics

Start earning interest in gold: https://Monetary-Metals.com/LinShaun Rein, Founder and Managing Director of China Market Research Group, discusses China’s response to the global oil shock, the weakness in its domestic economy, shifting trade and investment flows, and China’s growing role in commodities and technology.Watch Shaun's last interview: https://youtu.be/FCoKt51L7Dc*This video was recorded on September 11, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/xsyX (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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 [email protected]: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.4:57 - China’s Oil Supply and the Iran War12:40 - China Bonds and De-Risking From the U.S.15:48 - China, Russia, India and BRICS21:16 - China’s Weak Consumer, Property and Gold29:04 - Why Chinese Exports Keep Growing32:50 - Youth Unemployment, Automation and Stimulus38:38 - China’s Global Investment and Commodity Strategy44:22 - Chinese Tech Stocks and the Global Tech War#china #economy #investing