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. 3 hr ago

    Housing Is Now Crashing: No Rebound For 18 Months Warns Expert | Ron Butler

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Ron Butler, Principal Mortgage Broker at Butler Mortgage and Host of The Angry Mortgage podcast, discusses rising mortgage rates, housing weakness in Canada and the U.S., government intervention in the condo market, affordability, population changes, and the broader Canadian economy.Watch Ron's last interview with David: https://youtu.be/5G9SuQr_TRI*This video was recorded on July 10, 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-reportRON BUTLER:Butler Mortgage: https://www.butlermortgage.ca/Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-XgX (@ronmortgageguy): https://x.com/ronmortgageguyFOLLOW 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 - Intro.02:11 - Rising Rates Pressure the Housing Market05:21 - Condo Weakness and Regional Housing Trends11:28 - Higher Rates Hit Homebuilders13:19 - Canada’s Controversial Condo Developer Bailout21:28 - Affordable Housing and Government Intervention25:24 - Is Canada’s Housing Market Recovering?30:13 - Population Decline and Housing Affordability34:25 - Bank of Canada Rates and Recession Risks#economy #realestate #investing

    37 min
  2. 3 hr ago

    Why Are Stocks Tanking? Fund Manager Explains Tech Rotation | Sam Rahman

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Rahman, Portfolio Manager at Hedgeye Asset Management, discusses the current tech selloff, the rotation unfolding within the sector, and what recent jobs data and the rise of AI mean for technology investors.*This video was recorded on July 2, 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 SAM RAHMAN:X: https://x.com/SamofAmericaHedgeye: https://www.hedgeyeam.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 - Tech Selloff, Jobs Data & Market Setup2:38 - Money Rotates Out Of AI Stocks3:28 - MAG7 Loses Tech Leadership6:52 - Meta, Semiconductors & Data Center Spending12:48 - NASDAQ Outlook And AI Capex15:48 - AI Agents And The Future Of Trading18:58 - Sam Rahman’s Stock-Picking Framework23:47 - Apple, Alphabet And Big Tech Moats31:03 - Robotics, Labor Market, Bonds And AI Models#economy #investing #stocks

    40 min
  3. 3 hr ago

    The Biggest Market Rotation In Years Has Already Started | Adrian Day

    Start earning interest in gold: https://Monetary-Metals.com/LinAdrian Day, President of Adrian Day Asset Management, discusses gold and mining stocks, the economy, central-bank demand, and emerging risks across private credit, artificial intelligence, and monetary policy.Watch Adrian's last interview: https://youtu.be/UbbQZ3g7GQA*This video was recorded on July 7, 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 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.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 - Intro.02:00 - Interest Rates, Inflation, and the Fed Outlook05:01 - Economic Resilience and the Impact of Oil Prices07:52 - Are Gold Mining Stocks a Buying Opportunity?10:39 - Mining M&A and What Makes a Takeover Target13:08 - Why Management Matters in Mining Investments15:24 - Gold’s Biggest Tailwinds and Central-Bank Demand20:48 - Second-Half Risks: Iran, Oil, Private Credit, and AI28:30 - Kevin Warsh, Fed Reform, and Economic Warning Signs#gold #investing #economy

    34 min
  4. 3 days ago

    Gold’s ‘Stupid Cheap’ Price Level Revealed; Lobo Tiggre On Next Buy Signal

    Start earning interest in gold: https://Monetary-Metals.com/Lin Lobo Tiggre, Founder of The Independent Speculator, discusses shifting opportunities and risks across gold, oil, copper, uranium, mining stocks, geopolitics, Federal Reserve policy, and the AI investment cycle.Watch Lobo's last interview: https://youtu.be/YeEM5-WQXqU*This video was recorded on July 7, 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 LOBO TIGGRE:The Independent Speculator: https://independentspeculator.com/X (@duediligenceguy): https://X.com/duediligenceguyFOLLOW 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 - Intro.03:22 - Oil Stocks Near a Major Buying Opportunity07:56 - Second-Half 2026: War, the Fed and Inflation15:00 - AI Trade Unwind and the Copper Opportunity18:03 - Oil Rebound vs. the Uranium “Sure Thing”21:49 - Oil vs. Copper: Lobo’s Pair Trade23:11 - Gold Myths, Fiat Currency and Safe-Haven Demand30:50 - Is Gold Entering a New Bear Market?34:46 - How to Identify High-Quality Mining Stocks#inflation #economy #investing

    42 min
  5. 3 days ago

    Global Monetary Reset Begins; Bonds Next To Implode | Matthew Piepenburg

    🔒 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/1571482669 Matthew Piepenburg, Partner of Von Greyerz AG, discusses gold, debt, bonds, the dollar, central banks, geopolitics, and why investors are rethinking wealth preservation in a changing financial system.*This video was recorded on July 6, 2025.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 MATT PIEPENBURG:Website: https://vongreyerz.goldWebsite: https://goldswitzerland.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.2:59 - What the 1970s Gold Bull Market Can Teach Investors5:03 - Why the Bond Market Is the Real Story7:20 - Central Banks, China, and Gold as New Collateral11:39 - Paper Gold, Physical Gold, and Price Discovery14:55 - The Bear Case Against Gold21:25 - The Fed, Inflation, and Backdoor Liquidity31:03 - The “Sell America” Trade and Market Overvaluation36:50 - Oil, Stablecoins, the Petrodollar, and Geopolitics#investing #economy #gold

    52 min
  6. 3 days ago

    All Crypto To $0? Bitcoin’s Biggest Risk Is Arriving Faster Than Expected | Andrew Cheung

    This video was disseminated on behalf of 01 Quantum Inc. (TSXV: ONE). David Lin was paid by LFG Equities Corp. for this promotion on behalf of 01 Quantum Inc. (TSXV: ONE). David Lin may hold or trade ONE or related securities. Not investment advice. For our full disclaimer, please visit: https://docs.google.com/document/d/1JzX-DtAjhCyXWyAnkPFg8uDhxgWRbx1jMNWfZuCXG8U/edit?tab=t.0Learn more about 01 Quantum (TSX-V: ONE | OTCQB: OONEF) here: https://www.01com.comAndrew Cheung, President & CEO of 01 Quantum, discusses how quantum computing could reshape crypto, banking, cybersecurity, and AI, and why institutions may need to prepare for a quantum-safe future.*This video was recorded on July 2, 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 ANDREW CHEUNG AND 01 QUANTUM:X: https://x.com/01quantumincWebsite: https://www.01com.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.0:42 - Are Crypto Markets Underpricing Quantum Risk?2:29 - How Quantum Computers Could Break Private Keys5:12 - Q-Day, Harvest Now Decrypt Later, and the Timeline Problem7:26 - Crypto, Banks, Defense, and Infrastructure at Risk9:35 - Quantum-Safe Solutions and 01 Quantum’s Projects12:26 - Who Will Have Access to Quantum Computers?14:21 - Are Traditional Banks and Payment Systems at Risk?17:49 - Can Bitcoin Become Quantum Resistant?22:01 - Quantum Vaults and Practical Protection for Crypto Holders25:30 - 01 Quantum’s Roadmap, AI Privacy, and Company Updates29:14 - What Would Mark a Quantum Inflection Point?#crypto #bitcoin #investing

    33 min
  7. 5 days ago

    Credit Collapse Warning: Rick Rule Reveals 'The One Thing That Really Scares Me'

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Rick Rule, proprietor of Rule Investment Media and co-founder of Battle Bank, discusses the Rule Symposium, resource-stock discipline, weak investor sentiment, credit-market risks, interest rates, and how investors can think more rationally in an uncertain economy.Watch Rick's last interview: https://youtu.be/lxkKPCkvlww*This video was recorded on July 6, 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 RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/X (@RealRickRule): https://x.com/RealRickRuleYouTube: https://www.youtube.com/@RuleInvestmentMediaRule Classroom: https://ruleclassroom.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 - Rick Rule’s Biggest Market Fear0:26 - Inside the Rule Symposium1:51 - How Rick Rule Screens Mining Companies4:06 - Gold Sentiment and Junior Miner Valuations5:35 - Second-Half Market Outlook9:59 - The Risk Hiding in High-Yield ETFs15:25 - What the Bond Market Is Signaling16:15 - Where Rule Sees Opportunity19:10 - Finding Alpha in an Uncertain Market23:05 - Capital, M&A, and Mining Stock Discipline#economy #investing #gold

    32 min
  8. 6 days ago

    50% Crash Or Violent Rally? CEO Reveals Gold's Breakout | Dan Wilton

    For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Dan Wilton, CEO of First Mining Gold, discusses how First Mining Gold is advancing a major Canadian gold project through approvals, community agreements, financing decisions, and a changing gold mining market.*This video was recorded on July 2, 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 DAN WILTON AND FIRST MINING GOLD:X (@firstmining): https://x.com/FirstMiningWebsite: https://www.firstmininggold.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.1:28 - What Drove the Share Price Over the Past Year5:27 - How Mining Milestones Unlock Value7:11 - Why Environmental Approval Matters8:24 - Why the Approval Process Took Years10:51 - Prefeasibility Studies and Project Economics13:00 - Financing a Major Mine Build17:30 - Choosing the Right Project Partner22:16 - Gold Mining, M&A, and Industry Valuations#investing #gold #mining

    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.

You Might Also Like