The David Lin Report

The David Lin Report

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

  1. 1 hr ago

    Gold Crash Not Over Says Analyst Who Called Drop, Here's How Low It Gets | Jeff Christian

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Jeff Christian, Managing Partner of CPM Group, examines the recent decline in gold, silver, and platinum and discusses the larger economic and political forces shaping these markets.Watch Jeff's last interview: https://youtu.be/izypQkV0ShU*This video was recorded on June 29, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 JEFFREY CHRISTIAN:CPMGroup: https://cpmgroup.comX (@CPMGroupLLC): https://x.com/CPMGroupLLCCPM Group's YouTube channel: https://www.youtube.com/@CPMGroupFOLLOW 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.comDISCLAIMER: 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 - Gold, Silver, And Metals Outlook1:15 - Is This A 2012-Style Gold Crash?4:11 - Higher Rates And Precious Metals5:44 - Why Metals Are Moving Together9:10 - Are Central Banks Dumping Gold?14:20 - Gold, The Dollar, And Reserve Diversification20:27 - Why The Dollar Is Still Rising21:50 - Gold ETF Outflows And Investor Demand25:10 - Copper, Stocks, And The Real Economy27:55 - Silver Crash, JP Morgan, And Market Narratives31:27 - Critical Minerals And Deglobalization34:13 - Jeff’s Top Metals For 2026#gold #silver #investing

    37 min
  2. 2 hr ago

    End Of Cycle: Analyst Called Bitcoin Top, Warns Market Breaking Point Nears | Richard Smith

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Dr. Richard Smith, Chairman of the Board and Executive Director, Foundation for the Study of Cycles, discusses how liquidity cycles and mounting debt are steering markets, with a focus on Bitcoin, gold, and the US dollar.Watch Richard's last interview: https://youtu.be/OeXm8D4JFrw*This video was recorded on June 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 SMITH:X (@studyofcycles): https://x.com/studyofcyclesYouTube: https://www.youtube.com/@FSCtvNewsletter: https://cycles.org/free-newsletter/Foundation For The Study Of Cycles website: https://cycles.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.comDISCLAIMER: 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 - Richard Smith’s Cycle Warning2:12 - Why The Bubble Popped6:36 - Bitcoin And Liquidity Conditions8:40 - Credit Cycle And Debt Refinancing12:12 - Can The Debt System Survive?14:42 - U.S. Debt And The Dollar System18:10 - American Exceptionalism Vs. Europe20:43 - Gold, Dollar, And Precious Metals22:43 - Market Momentum And Final Outlook#investing #gold #economy

    25 min
  3. 5 hr ago

    Global Crisis Looms: Will Oil Run Out By July? | Doomberg

    Start earning interest in gold: https://Monetary-Metals.com/LinDoomberg, Head Writer of the Doomberg substack, explains why oil stayed surprisingly calm through the Iran war and walks through what the markets are really saying about reserves, shortages, and the months ahead.Watch Doomberg's last interview: https://youtu.be/RFtMIYG5aao*This video was recorded on June 23, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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.comDISCLAIMER: 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.00:00 - Trump’s Oil Reserve Warning00:42 - Is the Strait of Hormuz Really Open?03:34 - Why Oil Didn’t Hit $20005:06 - China’s Oil Reserves Changed Everything07:14 - Why North America Won’t Run Dry12:27 - Which Countries Are Most Exposed?18:13 - Why Oil Stayed Above Pre-War Levels23:06 - Helium, LNG, Tech & Fertilizer Risks30:06 - Doomberg’s Oil Outlook and China’s Energy Strategy#oil #energy #investing

    36 min
  4. 6 hr ago

    Iran War Escalates: Global Economy Just Changed Forever | Edward Fishman

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+*This video was recorded on June 26, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 FISHMAN:Council on Foreign Relations: https://www.cfr.org/X (@edwardfishman): https://x.com/edwardfishmanFOLLOW 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.comDISCLAIMER: 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 - Intro1:20 - Iran strikes cargo ships4:00 - Why did Iran war even start?8:00 - Strait of Hormuz11:35 - Global economic depression?14:45 - Permanent toll?16:24 - Weaponization of chokepoints 19:32 - End of globalization 20:50 - Global re-armament 22:50 - The next chokepoint24:45 - Taiwan#iranwar #hormuzstrait #investing

    29 min
  5. 7 hr ago

    Investor Called Meltdown In Bitcoin, Gold, Stocks; Here’s His Shocking Forecast | Clem Chambers

    For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Clem Chambers, Founder of ANewFN, discusses how markets are being reshaped by crypto’s changing role, global power shifts, AI, energy, gold, and investor psychology.Watch Clem's last interview here: https://youtu.be/UJbPuWPJ8iE*This video was recorded on June 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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.comDISCLAIMER: 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: Recent Market Calls1:41 - Re-Entering Gold, Silver, and Bitcoin4:52 - Crypto’s Retail Era Fades9:22 - Bitcoin Cycles and Chart Patterns12:23 - Crypto, Scams, and Regulation17:04 - AI, Energy, and U.S.-China Power19:32 - Europe’s Economic Squeeze26:38 - Gold, War, and Central Banks29:04 - Navigating a Pullback in Everything#economy #trading #stocks

    36 min
  6. 7 hr ago

    Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job.Watch Michael's last interview: https://youtu.be/ADvvdgSu58I*This video was recorded on June 25, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 HOWELL:X (@crossbordercap): https://x.com/crossbordercapWebsite: https://www.crossbordercapital.com/"Capital Wars" Substack: https://substack.com/@CapitalWarsFOLLOW 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.comDISCLAIMER: 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: Gold, Bitcoin, and Market Warning2:02 - Why This Year Looks Different3:22 - Fed Policy and Global Liquidity6:10 - Repo Stress, Bond Volatility, and Market Cracks10:13 - Fed Balance Sheet and Dollar Strength14:25 - Yield Curve, Rates, and the Economy18:26 - Inflation, SOFR, Gold, and Bitcoin Signals22:10 - China Liquidity and the Gold Market27:33 - Oil, Commodities, Deficits, and Investor Strategy#stocks #investing #economy

    41 min
  7. 2 days ago

    Housing 'Repeat Of 2008': Trader Warns Banks Will Need Bailouts | Todd Horwitz

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discusses his positioning across gold, stocks, oil, and the dollar as the Federal Reserve leans toward tighter policy. *This video was recorded on June 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 TODD HORWITZ: X (@Bubba_Trading): https://x.com/Bubba_TradingBubba Trading: https://go.bubbatrading.com/Bubba's Guide To Options Trading: BubbaTrading.com/ebookEmail: toddhorwitz@hotmail.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.comDISCLAIMER: 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: Market Warnings, Oil Short, and Fed Hike Odds2:20 - Long Gold, Short Stocks: Bubba’s Current Trades4:08 - Inflation Pressure and Why Rates May Go Higher6:17 - Housing Trouble and a Potential “Repeat of 2008”7:06 - Bailouts, Bad Loans, and Taxpayer Risk10:03 - Why Stocks Could Fall While Gold Rebounds13:38 - Tech Weakness, Defensive Rotation, and Dow-to-Gold17:32 - Fed Rate Hike Odds and 2022 Market Parallels21:37 - Oil To The Mid-$50s? Bubba’s Crude Outlook24:48 - Key Levels For Gold, S&P 500, and the Dollar31:33 - Ending The Fed, AI, and Fixing The Economy#investing #trading #stocks

    34 min
  8. 2 days ago

    Fund Manager Reveals #1 AI Trades Now | Matthew Tuttle

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matthew Tuttle, Founder & CIO, Tuttle Capital Management, discusses the AI trade, the technology sector, and how to manage risk in a market that many call a bubble.Watch Matthew's last interview: https://youtu.be/VXctLSNq4uc*This video was recorded on June 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 MATTHEW TUTTLE:Website: https://www.tuttlecap.com/X (@TuttleCapital): https://x.com/TuttleCapitalNewsletter: https://theheatformula.beehiiv.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.comDISCLAIMER: 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 Introduction2:16 The Tech Selloff, Bitcoin, and Software7:24 The Memory Trade and Micron10:56 Bottlenecks, Broadcom, and the Entry Problem14:26 IPOs and Exit Liquidity18:13 Bubbles, the Fed, and Inflation21:53 ARK and Meme Stocks24:33 The Thematic Hierarchy and the Space Trade29:22 New ETF Launches and Closing#investing #trading #ai

    33 min

About

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.

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