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

    Credit Market Meltdown, Hirings Collapse; Is 2008 Repeating? | Eric Basmajian

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Eric Basmajian, economist and Founder of EPB Research, discusses the rise in private credit redemptions, updates in the labor market, the housing market, and outlook for FOMC action. Check out and subscribe to my new clips channel: https://www.youtube.com/@DavidLinReportClips*This video was recorded on March 12, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 - Intro1:50 - Private credit redemptions 5:20 - Labor market overview 8:43 - Changes in real wages11:53 - Tech layoffs15:00 - No-hire, No-fire economy 19:44 - Auto industry and cyclicals 24:00 - Tariffs and earnings25:55 - Housing 32:05 - Banning institutional buyers of homes 34:53 - FOMC action 39:20 - Fed’s 2008 mistake40:50 - Market outlook 43:36 - EPB Research #economy #jobs #employment

    46 min
  2. 1 HR AGO

    Gold To $10k? 2026’s ‘Biggest Danger’ Revealed | Doug Casey

    🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Doug Casey, best-selling author of "Crisis Investing" and the Crisis Investing Newsletter, discusses the geopolitical and economic risks of the Iran war, its ripple effects across oil, gold, and financial markets, and how investors can protect themselves during a deepening crisis.Watch Doug's last interview: https://youtu.be/DjE1ONYDv7kSubscribe now to David Lin Report Clips: https://www.youtube.com/@DavidLinReportClips*This video was recorded on March 13, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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.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.1:54 - Crisis investing now5:49 - Could Iran become the next Afghanistan?8:20 - Strait of Hormuz12:12 - War’s impact on markets and the economy16:50 - Gold, mining stocks, and commodities23:29 - Economic warning signs31:25 - Interest rates, bonds, and private credit#economy #investing #oil

    37 min
  3. 2 DAYS AGO

    ‘Selling Opportunity Of A Lifetime’ Warns Trader: 2008 ‘Nightmare Scenario’ Nears | Todd Horwitz

    🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Todd Horwitz, Founder of BubbaTrading.com, discusses trading oil, broad equities indices, gold, silver, and other commodities in today's environment.*This video was recorded on March 13, 2026Watch 'Bubba' Horwitz's last interview with David: https://www.youtube.com/watch?v=se_1Iq6NaEoTo get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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://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 - Intro2:00 - Oil trade 5:19 - Strait of Hormuz closure 8:37 - S&P 50012:00 - Silver12:52 - Dollar 14:16 - State of the economy 22:00 - How to fix the economy?24:00 - Copper and grains 25:30 - Shorting gold#stocks #investing #economy

    27 min
  4. 4 DAYS AGO

    Markets Not Ready For What's Coming: Iran Just Unleashed Deadliest Weapon Warns Expert | Hal Kempfer

    🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Retired Marine Lt. Colonel and CEO of GRIP (Global Risk Intelligence & Planning Inc.), discusses the next phase of the Iran War, which may be the deadliest for the economy yet. *This video was recorded on March 11, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 KEMPFER:Website: https://gripsa.com/YouTube: https://www.youtube.com/@HalKempferTVFOLLOW 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 - Iran War updates3:20 - How long will war last?5:46 - New Iranian Supreme Leader10:10 - Limited munitions12:23 - Iran War vs. Iraq War14:12 - Iranian missile strikes17:20 - Hypersonic missiles 20:35 - ICBM missiles 22:29 - Allied anti-missile defences27:10 - Anti-drone warfare 28:50 - Iranian sea mines 32:30 - Re-opening the Strait of Hormuz36:00 - International reaction40:31 - Sanctions on Russia removed43:00 - Arming the Kurds45:22 - “Unconditional surrender”48:22 - Oil supply50:30 - Future of warfare #iran #geopolitics #economy

    55 min
  5. 5 DAYS AGO

    Market Panic Warning: Trader Reveals 3 Signals To Watch | Kevin Steuer

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Check out and subscribe to my new clips channel: https://www.youtube.com/@DavidLinReportClipsKevin Steuer, Managing Partner of StockTa.com, breaks down his proprietary trading system, shares how he navigates volatile markets driven by geopolitical conflict and oil shocks, and explains why he owns both AI stocks and gold heading into an uncertain summer. *This video was recorded on March 9, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 KEVIN STEUER:StockTA's X account: https://x.com/StockTAdotComStockTA's website: https://www.stockta.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 - Intro.1:54 - Biggest drivers of volatility4:39 - Kevin’s system9:08 - Kevin’s current trades14:21 - Assessing S&P 500 and oil23:16 - Exit strategy34:51 - Bitcoin37:46 - AI45:48 - What’s next in Iran? 47:49 - Labor force disruption from AI#stocks #trading #investing

    51 min
  6. 5 DAYS AGO

    90% Crash Or Bust: ‘Stay The Hell Away’ From These Assets Warns Fund Manager | George Noble

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Sign Up for the Mar 11 “Best Stock Ideas Online Summit”: https://noble-capevents.com/?ref=DavidLinGeorge Noble, Managing Partner of Noble Capital Advisors and Author of “The Noble Update, discusses why he believes a major regime change is underway in global markets, making the case for active investing, commodity sectors, and international diversification over US tech and bonds. *This video was recorded on March 10, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 GEORGE NOBLE:George's X: https://x.com/gnoble79“The Noble Update” Substack: https://georgenoble.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.0:00 - Intro.1:12 - Emerging Markets vs. S&P 5002:52 - Best stock themes10:31 - Software stock rout18:28 - Semiconductors20:55 - Valuations24:33 - George’s modern portfolio30:14 - “Market Talk” and passive investments35:36 - Bonds36:58 - Oil 39:00 - Gold42:20 - Bitcoin44:30 - Asset allocation49:31 - The tech trade of the future 51:45 - The China trade 53:00 - Follow George #investing #stocks #economy

    55 min
  7. 5 DAYS AGO

    One Sector Is 'Firing On Both Cylinders' And Investors Are Still Underweight | Lon Shaver

    Lon Shaver, President of Silvercorp Metals, explains how his company is navigating the silver boom with disciplined growth, new acquisitions across multiple continents, and a strategy built to survive the next downturn. *This video was recorded on March 3, 2026 and is sponsored by Silvercorp Metals (NYSE-A: SVM | TSX: SVM).To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 LON SHAVER AND SILVERCORP METALS:Silvercorp's X: https://x.com/SilvercorpSVMWebsite: https://silvercorpmetals.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 - Intro.0:42 - Metals mark top?4:38 - Why silver is firing on both cylinders7:12 - New investors entering silver market9:33 - Allocating capital across projects14:31 - Building the next project and expanding beyond silver20:01 - Acquisition strategy 24:51 - Adapting to dwindling reserves30:05 - Management team history and company’s edge34:28 - Next milestones#investing #silver #economy

    36 min
  8. 6 DAYS AGO

    2008-Style Crisis Signals Flashing Warns Ex-Lehman VP | Lawrence McDonald

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Check out and subscribe to my new clips channel: https://www.youtube.com/@DavidLinReportClipsLawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, warns that a growing credit crisis in private markets and AI-driven job disruption are creating hidden risks that Wall Street is only beginning to acknowledge. *This video was recorded on March 9, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 LAWRENCE McDONALD:The Bear Traps Report: https://www.thebeartrapsreport.com/Larry's X: https://x.com/ConvertbondBearTrapsReport's X: https://x.com/BearTrapsReport"How To Listen When Markets Speak" book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495?crid=5F5C86PA0EEO&dib=eyJ2IjoiMSJ9.cSyINSCjUOqhHHS78tATXbJSiZfIlU4fWdjvkUL5JfwKCPQgo-xO0HigFxONQElzk-wlPPRI84QYQ7NetpSBshrG56JRZwO7KLBepckn9dd4xfrjkXxpllhilumkRL5wMpJLmorIMca5--QIAbDUQpJp1DKXU5Ko7JlQw3xJTYm80ZyylAfX3LQcGYdd0Au0wdOYYqzITm6HTIVWq9KdWdH3fiwfNPfrbtWJUB7FzZY.3x2gXWKqHc78CNskmt7qu_Y6-DTu4ldhHGA3wodVj1Y&dib_tag=se&keywords=lawrence+mcdonald&qid=1773102248&sprefix=lawrence+mcdonald%2Caps%2C222&sr=8-1FOLLOW 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.1:44 - Current market risks4:47 - Credit risks9:22 - Stagflation and 21 Lehman indicators12:32 - The Fed and credit conditions15:10 - Recession odds spike and job losses21:45 - Oil24:35 - Gold and inflation hedging27:48 - “Bear Traps” and current opportunities29:43 - Stock market outlook and bond warning signals33:24 - Passive investing35:16 - Comparing 2007 to 2026#investing #stocks #economy

    45 min

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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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