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. HÁ 15 H

    Why Fed Is About To Make ‘Biggest Policy Error In History’ | Danielle DiMartino Booth

    🔒 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/1571482669Danielle DiMartino Booth, CEO of QI Research, discusses the latest CPI report, the Federal Reserve's policy stance, and the state of the U.S. economy amid rising oil prices and labor market strains. Watch Danielle's last interview: https://youtu.be/dpTkW9FXB2Q*This video was recorded on April 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-reportFOLLOW DANIELLE DIMARTINO BOOTH:For PRO: Visit this link sign up at this link: https://quillintelligence.com/register/weekly-quill-annual/When checking out, use this coupon code: QITenYears For Substack Feather: To receive 20% off your first year, visit: https://dimartinobooth.substack.com/QITenYearsX (@DiMartinoBooth): https://x.com/DiMartinoBoothFOLLOW 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.00:38 - CPI and Fed minutes4:08 - Warsh and cut chances10:18 - Treasury yields and market reaction13:20 - Allocation and inflation hedging14:50 - Consumer concerns and midterm bloodbath18:08 - Labor market data and inflation hedges#economy #investing #federalreserve

    26 min
  2. HÁ 16 H

    What Assets Win The Next Decade? Fund Manager Reveals The Answer | Brian Belski

    -🔒 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/1571482669Brian Belski, CEO and CIO of Humilis Investment Strategies, discusses his outlook on US equities, sector positioning, and the major macro forces shaping markets right now.*This video was recorded on April 9, 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 BRIAN BELSKI: X (@briangbelski): @briangbelskiHumilis Investment Strategies website: https://humilisinv.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.1:07 - Bullish outlook6:23 - Investor sentiment9:14 - Favorite sectors12:27 - Private credit risk and small-cap opportunity14:10 - Software and tech18:39 - Silver, gold and metals positioning19:50 - Humilis ETFs#economy #investing #stocks

    22 min
  3. HÁ 18 H

    Gold To $10,000 As The Western World Faces Biggest Threat Ever | Lior Gantz

    Lior Gantz, Founder of Wealth Research Group, discusses the Iran ceasefire, the future of oil chokepoints, why gold and silver are headed higher, and how he is positioning for a consumer-driven rally ahead of the midterms.Watch Lior's last interview: https://youtu.be/kuXJKTNxt58*This video was recorded on April 8, 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 LIOR GANTZ:Wealth Research Group website: https://www.wealthresearchgroup.com/Golden Dome research report: https://www.wealthresearchgroup.com/dome/EU research report: https://www.wealthresearchgroup.com/eu/Silver research report: https://www.wealthresearchgroup.com/2026silver/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.0:49 - Iran ceasefire and demands5:26 - Oil and the Wests biggest threat 14:18 - Gold, silver and new Fed chair25:56 - Portfolio position and Trump’s next agenda#investing #economy #gold

    34 min
  4. HÁ 2 DIAS

    Trader Is Betting Against Everything, Here’s What Sells Off Next | Todd Horwitz

    Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Todd Horwitz, Founder of BubbaTrading.com, discusses the Iran ceasefire, the oil reversal, and a wide range of warning signs flashing across stocks, credit, and the broader economy. Watch Bubba's last interview: https://youtu.be/se_1Iq6NaEo*This video was recorded on April 8, 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://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.0:47 - Ceasefire, oil, stagflation4:28 - Overbought assets5:36 - Big selloff and positioning9:00 - Midterms and markets12:10 - Consumer and private credit weakness15:09 - Gold, silver and the inflation hedge18:21 - Dollar, the Fed, and rate cut realities21:21 - Assets Bubba likes right now25:52 - Consumer stress and bullish signals#investing #trading #stocks

    28 min
  5. HÁ 2 DIAS

    Bitcoin To $250K Or Gold To $10K? Investor Reveals The Smarter Bet | E.B. Tucker

    🔒 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/1571482669E.B. Tucker, Editor of The Tucker Letter, discusses markets, the Federal Reserve, geopolitical risk, and how investors should position themselves in a rapidly changing financial system.Watch E.B.'s last interview: https://youtu.be/0MNY24cx8II*This video was recorded on April 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 E.B. TUCKER: The Tucker Letter: https://thetuckerletter.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.0:50 - Trump and Iran5:30 - Hormuz tolls and stablecoins9:06 - New investment opportunities and global competition16:09 - The future of the Fed21:48 - Gold and silver30:41 - Bitcoin, stocks, and innovation36:55 - What E.B. is excited about#gold #bitcoin #investing

    40 min
  6. HÁ 3 DIAS

    'Violent' Move Coming As Iran Deadline Hits | Robert Gottlieb

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin . Review their cautionary statements and risk disclosures on SEDAR+ Robert Gottlieb, author of "Mastering Gold and Silver Markets" and former Managing Director at JPM, joins David Lin to discuss the forces shaping gold and silver markets amid rising geopolitical tensions and shifting Wall Street attitudes toward hard assets.*This video was recorded on April 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 ROBERT GOTTLIEB:LinkedIn: https://www.linkedin.com/in/robert-gottlieb-519275319/"Mastering Gold And Silver Markets" book: https://www.amazon.com/Mastering-Gold-Silver-Markets-Legendary/dp/139438002X?crid=1IT6RRX8HSHN7&dib=eyJ2IjoiMSJ9.XaYc-9j0WlYz1Jg5cppVhhn67AdsdcsmfAeA_QAuNzeuS9Sk6CyEsPhZyPp30jINrROPlkF3IEYyhHMZb1fDgFlnRyswVe8LXYdttC4pMQsPg_Zz-dsyhgpedbmwQcxwkQ3ghHMQ0UvoQQgevXTESOocZrr6lXzq9Dpgt3OISW_HVH4qt24K9O-kaAWcXdZEGEIMiokneHGQNpsCYM2fxPAbUjRgNDn9EPjXROzU6dg.NBZ1uOyNEPLFX-vT0OQnyh9WuYVK0gmLicXja6kAGJA&dib_tag=se&keywords=robert+gottlieb&qid=1775597507&sprefix=robert+gottlieb%2Caps%2C245&sr=8-1WatchGold website: https://watchgold.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 - Intro.1:33 - Trump, Iran, and gold5:00 - The dollar8:46 - Portfolio strategy13:18 - Warsh and the Fed15:48 - ETF outflows and Bob’s book23:23 - CME raising the margin requirement32:05 - Gold forecasts and the path ahead #gold #silver #investing

    41 min
  7. HÁ 4 DIAS

    'Soft Default' Coming For U.S. Debt; CEO Says These Assets Explode Next | Brett Heath

    Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Brett Heath, CEO of Metalla Royalty & Streaming, discusses the forces driving capital out of traditional financial assets and into gold, commodities, and mining equities, while explaining how his royalty company is positioned within these broader shifts.Watch Brett's last interview: https://youtu.be/fqDqJa7v0cQ*This video was recorded on April 1, 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 BRETT HEATH:Metalla's website: https://www.metallaroyalty.com/X (@metallaroyalty): https://x.com/metallaroyaltyFOLLOW 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.1:04 - Gold, Commodities, and Iran6:54 - US debt and gold as a reserve asset10:52 - Treasuries, debt interest, general risks15:07 - Critical materials choked and gold repeating 2011?19:00 - Metalla Royalty’s portfolio, projects, and models28:44 - Copper#economy #investing #gold

    33 min
  8. HÁ 4 DIAS

    ‘Worst Outcomes’ Aren’t Priced In, Fund Manager Reveals What Breaks Next | Adrian Day

    Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Watch Adrian's last interview with David: https://youtu.be/R7L6c6VJbJgAdrian Day, President of Adrian Day Asset Management, discusses the systemic risks facing markets from rising oil prices and geopolitical conflict, the growing stress in private credit, and where he sees opportunity across gold, commodities, and international stocks.*This video was recorded on April 4, 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.0:00 - Intro.0:55 - System risks and higher oil6:08 - Labor market9:10 - Bond yields and rate cut expectations14:02 - Biggest risks: private credit and Iran20:04 - Selling oil stocks25:46 - Gold36:08 - Top holdings#gold #investing #economy

    41 min

Sobre

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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