The David Lin Report

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

Doomberg, Head Writer of the Doomberg Substack, predicts the world is dividing into two opposing blocs with the West losing power to China, Russia, and the Global South.Watch Doomberg's last interview with David: https://www.youtube.com/watch?v=nbgzIKxtH_k*This video was recorded on September 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 DOOMBERG: Website: https://doomberg.com/Substack: https://doomberg.substack.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.1:23 - Xi Jinping’s SCO summit3:50 - Russia’s energy role in the global south bloc8:27 - Market response to tariff escalation13:21 - Oil market volatility and Iran-Israel tensions16:09 - Oil supply outlook and refining capacity19:06 - Ukraine war26:19 - Federal Reserve indepenence31:11 - Norway’s energy crisis with EU35:23 - European auto industry#economy #oil #investing

Karia Samaroo, Founder and CEO xTao, discusses his company, which invests in Bittensor, a decentralized AI network designed to prevent a few big companies from controlling artificial intelligence like they did with social media.*This video was recorded on August 20, 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 KARIA SAMAROO:X (@samaroo00): https://x.com/samaroo00X (@xtaohq): https://x.com/xtaohqxTao Website: https://www.xtao.co/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.1:10 - Bitcoin rally factors and regulatory clarity2:37 - ETH and altcoin performance3:56 - Bitcoin adoption drivers and treasury companies5:26 - Bitcoin concentration risk 6:29 - Consumer adoption and exchange strategies7:44 - Bitcoin price predictions8:21 - Stablecoins and dollar demand10:08 - AI entrepreneurship and (de)centralization13:10 - How Bittensor works vs. ChatGPT16:04 - AI and blockchain integration19:05 - What is xTao and token structure25:08 - Future user experience of decentralized AI#crypto #ai #altcoins

Richard Wolff, Co-Founder of Democracy At Work, argues that America faces growing inequality and economic problems made worse by unpredictable trade policies and dangerous government interference in private companies and the Federal Reserve.Watch David's last interview with Richard: https://www.youtube.com/watch?v=_lv6LmHD0QQ*This video was recorded on August 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 RICHARD D. WOLFF:Richard Wolff website: https://www.rdwolff.comaTwitter (@profwolff): https://twitter.com/profwolffDemocracy At Work: https://www.youtube.com/@democracyatwrkFOLLOW 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.1:47 - State of US income inequality10:44 - GDP growth vs. labor market disconnect13:22 - Job security outlook for middle class20:33 - Tariff policy and Smoot-Hawley comparison26:35 - Trump’s removal of Fed Governor Lisa Cook34:12 - Fed Reserve independence38:51 - Government stake in private enterprise45:29 - Comparison to China’s state capitalism49:07 - Trick-up vs. trickle-down economics#trump #economy #geopolitics

Lior Gantz, Founder of Wealth Research Group, argues that America is entering a golden economic era driven by AI and manufacturing returning home, making small American companies the best investment opportunity in decades.*This video was recorded on August 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 LIOR GANTZ:Wealth Research Group website: https://www.wealthresearchgroup.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.0:45 - New stage of the global economy4:10 - Bearish counterarguments8:42 - Global power realignment16:12 - Trump’s Greeland and Canada strategy19:53 - Investment thesis: why small caps will boom24:24 - Why Russell 2000 has underperformed26:40 - Gold, silver, and the dollar33:42 - Bitcoin’s role in the new era36:51 - Investment case for stablecoins#investing #economy #stocks

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, predicts that Bitcoin could crash, while gold rises and oil falls, as he believes markets are in a dangerous bubble that will burst with major volatility coming in the final months of 2025.Watch Mike's last interview with David: https://www.youtube.com/watch?v=o3K6S3fZh_g*This video was recorded on August 29, 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.1:22 - Bitcoin’s threshold, what’s next?7:49 - What would drive Bitcoin to seven figures?9:36 - Gold-oil ratio13:05 - Oil outlook15:25 - Gold analysis18:22 - Gold vs. Inflation22:25 - Fed policy25:13 - September commodity outlook28:20 - Copper30:21 - Bitcoin treasury companies34:43 - What will The Fed do next?#investing #economy #bitcoin

Trita Parsi, Executive Vice President of The Quincy Institute, analyzes escalating regional tensions and explains why Israel will likely launch another war with Iran before December 2025, with Trump's level of involvement determining the conflict's scope and outcome.Watch Trita's last interview with David: https://www.youtube.com/watch?v=vobTh6bOi3o*This video was recorded on August 29, 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 TRITA PARSI:Website: https://www.tritaparsi.com/Quincy Institute: https://quincyinst.org/X (@tparsi): https://x.com/tparsiFOLLOW 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.1:10 - Israeli strategy of decapitation2:57 - Houthi retaliation3:43 - Strait of Hormuz and oil supply5:20 - Spillover effects and regional coalition dynamics7:00 - Israel-Iran war analysis and strategic objectives10:10 - Trump’s critical role in future conflicts11:52 - Justification problem for US involvement14:00 - Current escalation vs. Previous confrontations15:15 - Restraint shown by US and Iran vs. Israeli aggression16:27 - Conditions that would force full-scale response17:50 - Why US cannot easily win war against Iran19:38 - Regime change vs regime collapse22:29 - China and Russia’s calculated non-involvement24:08 - European snapback sanctions and timeline for next war#geopolitics #israel #economy

Start earning interest in gold: https://Monetary-Metals.com/LinDoug Casey, best-selling author of "Crisis Investing" and the Crisis Investing Newsletter, warns that America is heading toward a depression due to excessive government spending and Federal Reserve policies. He recommends people skip college for practical skills training while investing in gold and mining stocks instead of overpriced tech companies.Watch Doug's last interview with David: https://www.youtube.com/watch?v=tQI5IbuENTE*This video was recorded on August 26, 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 DOUG CASEY:Crisis Investing Newsletter: https://www.CrisisInvesting.com/DavidlinDoug Casey's Take: https://www.youtube.com/@DougCaseysTakeTwitter (@RealDougCasey): https://twitter.com/RealDougCasey "Speculator": https://www.amazon.ca/Speculator-Doug-Casey/dp/0985933259"Drug Lord": https://www.amazon.ca/Drug-Lord-Doug-Casey/dp/194744901X"Assassin": https://www.amazon.ca/Assassin-Book-High-Ground-Novels/dp/1947449095"The Preparation": https://a.co/d/82jSvFcFOLLOW 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.1:22 - Argentina and Milei4:30 - ‘Greater Depression’ predictions5:48 - Tariffs9:07 - China manufacturing dominance12:57 - ‘Economic fascism’16:01 - What would Doug do? 17:20 - College discussion and “The Preparation”29:25 - Powell and The Fed35:57 - National debt crisis37:53 - AI bubble40:03 - Robotics and next trillion-dollar industry44:33 - Resource sector47:29 - How to pick mining stocks49:55 - Gold, silver, uranium, and base metals52:44 - “Crisis Investing”#economy #investing #gold

Start earning interest in gold: https://Monetary-Metals.com/LinGary Wagner, Editor of TheGoldForecast.com, believes gold prices will likely break higher from their current consolidation around $3,500 due to ongoing uncertainty about Trump's tariff policies and Federal Reserve interest rate decisions.Watch Gary's last interview with David: https://www.youtube.com/watch?v=1DlWVmwa9pY*This video was recorded on August 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 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.0:30 - Gold chart analysis9:33 - Fundamentals supporting gold12:17 - Tariff impact and inflation15:01 - Fed monetary policy18:30 - Persistent inflation and employment concerns21:28 - Silver analysis24:43 - Timeline for gold breakout26:01 - Downside risk scenarios#investing #gold #silver

Get 83% off Private Internet Access with 4 months free at https://PIAVPN.com/DavidLinCharles Hoskinson, Founder, Cardano & CEO & Founder of Input | Output, predicts Bitcoin will hit $250,000 this market cycle and $10 trillion within five years, driven by Bitcoin DeFi adoption. He also argues that blockchain technology must remain decentralized to preserve human freedom against government and corporate control.*This video was recorded on August 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 CHARLES HOSKINSON:X (@IOHK_Charles): https://x.com/IOHK_CharlesYouTube: https://www.youtube.com/@charleshoskinsoncryptoIOHK website: https://iohk.io/Cardano website: https://cardano.org/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.1:46 - From p2p money to store of value4:18 - Why Charles left ETH to found Cardano7:49 - ETH’s evolution and the merge to proof of stake13:02 - Stablecoins and the Genius Act19:54 - Future of custody and tokenized securities22:35 - CBDC vs tokenized treasuries debate25:22 - Traditional stock markets vs decentralized exchanges30:44 - What happens to banks?33:10 - Privacy solutions with Midnight38:49 - AI, age verification, and identity systems42:49 - Addressing Cardano’s development pace criticism47:24 - Fixed supply50:59 - Michael Saylor and treasury companies56:41 - Bitcoin layer 2s and staking solutions58:41 - Bitcoin price target1:01:04 - Will Bitcoin lift all cryptos?1:04:20 - Current projects and life outside crypto1:08:49 - The future of crypto#crypto #cardano #ethereum

This interview with Hal Ratner, Global Head of Research for Morningstar Investment Management, discusses how people should invest for retirement by holding riskier assets like stocks when young and gradually shifting to safer investments like bonds as they approach retirement age.*This video was recorded on August 21, 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 HAL RATNER:Morningstar website: https://www.morningstar.com/Hal's publications: https://www.morningstar.com/people/hal-ratnerFOLLOW 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 - Retirement investing at Morningstar3:54 - Asset allocation in times of weakness4:57 - AI revolution9:06 - AI’s influence on retirement planning11:28 - Risk in investments13:55 - Current asset allocation model15:51 - Adjustment frequency17:33 - Advantages over buy-and-hold and 60/40?20:35 - When to start retirement planning?22:15 - Saving guidelines and percentage of income to allocate23:17 - Views on the 401k plans and executive order27:52 - Decision criteria for alts29:00 - Views on modern portfolio theory and statistical models 32:00 - BLS commissioner change and risks36:30 - Real estate, diversification, and efficiency45:33 - Bitcoin50:42 - Defining risk assets#investing #retirement #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offKomal Sri-Kumar, President of Sri-Kumar Global Strategies, warns that the Federal Reserve should not cut interest rates in September 2025 despite Jackson Hole signals, arguing that comprehensive tariffs and political pressures could trigger the first stagflation crisis in 50 years.*This video was recorded on August 25, 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 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 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 - Jackson Hole4:03 - Why Powell got it wrong6:20 - Economic challenges and tariffs8:56 - Labor market dynamics11:12 - Inflation analysis12:34 - Fed Governance and political pressure15:03 - Rate cut risks17:02 - Market impact discussion19:03 - Stagflation historical comparison22:12 - Investment protection strategies26:08 - Inflation markets and looking ahead29:05 - Fed chair speculation30:22 - GDP and growth outlook32:42 - Fiscal vs. Monetary policy#economy #tradewar #fed

Get 83% off Private Internet Access with 4 months free at https://PIAVPN.com/DavidLinChris Vermeulen, Chief Market Strategist at The Technical Traders, warns of a potential "stage 3 massive topping phase" that could lead to a 50%+ market crash while explaining why he remains long despite his bearish outlook.Watch Chris' last interview with David: https://www.youtube.com/watch?v=BSvOxC8Dxog*This video was recorded on August 25, 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.1:14 - Bitcoin following stocks?2:37 - Altseason?4:59 - Stock market breadth and topping patterns9:16 - Fed policy and interest rate outlook10:52 - Market phase, topping analysis15:16 - Addressing “permabear” critique17:26 - Being bearish but long21:42 - Trading mistakes and hard lessons25:23 - Protection vs growth26:40 - Oil28:34 - Gold33:05 - Silver34:20 - Retirement planning#economy #investing #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offChance Finucane, Chief Investment Officer of Oxbow Advisors, expects Fed Chair Powell to signal only modest rate cuts at Jackson Hole, disappointing overvalued markets that are dangerously concentrated in AI/tech momentum plays, prompting his firm to favor diversified portfolios with defensive assets like treasuries, energy, and precious metals while waiting for better entry points.Watch Chance's last interview with David: https://www.youtube.com/watch?v=2QPq-9DB6vY*This video was recorded on August 20, 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/YouTube: https://www.youtube.com/oxbowadvisorsFor 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 - Recent market action2:17 - Tech selloff3:36 - Market targets and entry points4:29 - Jackson Hole symposium preview6:11 - Fed policy and rate cut expectations8:15 - Impact of multiple fed cuts9:54 - Jackson Hole speech risks and market reaction11:33 - Trump tariffs and “buy the dip” strategy14:05 - Fastest market recovery analysis17:50 - Institutional vs. Retail investor behavior20:02 - Short-term trading dominance and market impact23:08 - AI investment thesis and valuations28:52 - “Hopes and Dreams” market valuations analysis30:27 - Market concentration risk32:54 - Oil35:25 - Gold and precious metals outlook38:48 - Current asset allocation#stocks #economy #investing

Christopher Wolfe, Managing Director and Head of North American Banks at Fitch Ratings, discusses how post-election deregulation, particularly under the Trump administration, is reshaping the U.S. banking sector's risk profile, with stablecoins, capital standards, and private credit as key focal points.Watch Christopher's last interview with David: https://www.youtube.com/watch?v=-Dwxk_ZcUQE*This video was recorded on August 19, 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 FITCH RATINGS:Fitch Ratings: https://www.fitchratings.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.#investing #banking #economy

Start earning interest in gold: https://Monetary-Metals.com/LinChris Vermeulen, Chief Market Strategist at The Technical Traders, moved to 100% cash this week as gold hits new records, warning that deteriorating market internals beneath Magnificent Seven strength could trigger a 15-25% correction or even a "financial reset" bear market similar to 2008.Watch Chris' last interview with David: https://www.youtube.com/watch?v=OnIrriKGP-o*This video was recorded on August 8, 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.0:51 - S&P 5004:30 - Big correction?7:11 - Last week’s pullback9:43 - Rally thesis11:44 - Gold18:11 - Allocation20:10 - What Chris is bullish on22:10 - The dollar, bonds, and correlations26:28 - Breakouts29:17 - Oil#economy #investing #stocks

Heidi Shierholz, President of the Economic Policy Institute and former Chief Economist at the Department of Labor under President Obama, warns of a slowing US economy, with tariffs hiking prices, tax cuts inflating deficits, wage boosts via minimum hikes and unions, unrigged labor data despite BLS firing, and mass deportations costing 6M jobs including for Americans.*This video was recorded on August 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 HEIDI SHIERHOLZ:EPI Website: https://www.epi.org/BlueSky (@hshierholz.bsky.social): https://bsky.app/profile/did:plc:cg7alibijrwuacoq6q5mdji4X (@EconomicPolicy): https://x.com/EconomicPolicyX (@hshierholz): https://x.com/hshierholzFOLLOW 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 - Outlook on economic trends4:09 - Inflation and tariffs8:49 - Deficits, growth, and middle-class prosperity11:24 - Labor market19:35 - BLS data revisions and commissioner position23:37 - BLS independence28:29 - Data reforms31:15 - Immigration deportations and labor33:51 - Comprehensive immigration reform36:07 - Future of immigration#economy #immigration #jobs