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. vor 2 Tagen

    ‘Deeper Correction' Ahead: 40% Downside Risks Warns Fund Manager | Chance Finucane

    Learn more about Brixton Metals (TSXV: BBB | OTCQB: BBBXF) here: https://brixtonmetals.com/Chance Finucane, Chief Investment Officer of Oxbow Advisors, explains how Oxbow Advisors is navigating expensive AI stocks, renewed opportunities in energy and precious metals, geopolitical uncertainty, inflation, interest rates, and changing market leadership.Watch Chance's last interview: https://youtu.be/bIvSMirawyg*This video was recorded on July 16, 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 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/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.00:34 — Portfolio Rotation Into Energy and Precious Metals02:18 — Buying the Dip in Gold and Silver05:04 — AI Stocks and 40% Downside Risk09:04 — How the Iran War Changed the Portfolio14:34 — Oil Prices and the Energy Investment Thesis18:14 — Fed Policy, Inflation and Consumer Weakness21:03 — Extreme AI Valuations and the Coming Unwind25:39 — Market Rotation, Bonds and the Next Decline#stocks #economy #investing

  2. vor 2 Tagen

    2026 Top Gold Stock Picks: Expert Reveals Most Undervalued Plays | Brent Cook

    Start earning interest in gold: https://Monetary-Metals.com/LinBrent Cook, Founder of Exploration Insights, discusses how to evaluate mining stocks, identify quality exploration projects, assess takeover potential, and manage geological and jurisdictional risks.Watch Brent's last interview: https://youtu.be/Ctbk5Vv5LOo*This video was recorded on July 14, 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 BRENT COOK:X (@BrentCookGeo): https://x.com/BrentCookgeoX (@explorationIns1): https://x.com/ExplorationIns1Exploration Insights Website: https://explorationinsights.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.02:30 - Junior Financing and Market Selectivity04:48 - Finding High-Upside Acquisition Targets08:30 - Mining Valuations and M&A Cycle Signals11:44 - What Makes a Project Buyout-Ready15:26 - Gold’s Outlook and the Talon Metals Thesis19:19 - Common Mistakes When Picking Mining Stocks21:53 - Jurisdiction, Permitting, and Metals Outlook28:12 - Site Visits and Evaluating Drill Results#gold #investing #economy

  3. vor 2 Tagen

    One Asset To Triple As Global Supply Squeeze Hits Markets | Kai Hoffmann

    Start earning interest in gold: https://Monetary-Metals.com/LinKai Hoffmann, Founder and Managing Director for Soar Financial Partners, explains how geopolitics, interest rates, capital flows, and company quality are shaping gold, copper, and mining stocks.Watch Kai's last interview: https://youtu.be/omQ4L7UwFkA*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 KAI HOFFMANN:X (@jrminingguy): https://x.com/JrMiningGuyYouTube: https://www.youtube.com/soarfinancialSOAR Financial Partners: https://www.soarfinancial.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.0:35 - Gold vs. copper: What is driving each market?2:14 - AI bubble and recession risks for commodities4:05 - Oil, gold and the Iran war trade7:56 - How Kai is positioning his mining fund11:03 - Junior mining financing and whether the sector has topped14:23 - Making money from mining stocks if gold stays flat21:00 - Gold’s safe-haven role and the strength of the dollar27:22 - Copper supply shortages and the critical-minerals race#mining #gold #investing

  4. vor 3 Tagen

    Gold’s Massive Next Move Revealed: Trigger For 'Trade Of A Lifetime' | Collin Kettell

    For more information on Palisades Goldcorp (TSX-V: PALI), check out their website: https://palisades.ca/Collin Kettell, Founder & CEO of Palisades Goldcorp (TSX-V: PALI), discusses Palisades Goldcorp’s junior-mining investment model, its warrant-focused strategy, financing conditions, portfolio construction, and how investors can approach the resource sector.*This video was recorded on July 7, 2026 and is sponsored by Palisades Goldcorp (TSX-V: PALI).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 COLLIN KETTELL AND PALISADES GOLDCORP:X: https://x.com/CollinKettellWebsite: https://palisades.ca/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.2:05 — Is Capital Available for Junior Miners?4:19 — Why ETFs Struggle With Junior Mining6:51 — Gold Sentiment and the Missing Retail Investor9:36 — Building a Diversified Commodity Portfolio11:20 — The Strategy Behind 1.7 Billion Warrants15:17 — Palisades Gold’s Team and Board17:23 — Portfolio Milestones and Warrant Expirations19:24 — Collin Kettell’s Background and Advice for Beginners#investing #gold #mining

  5. vor 3 Tagen

    How Low Will Gold Get? Trader Called Price Moves, Reveals The Bottom | Gary Wagner

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Gary Wagner, Editor of TheGoldForecast.com, discusses inflation, geopolitical risks, and the technical signals shaping gold’s broader market direction.Watch Gary's last interview: https://youtu.be/tMzlpYpNi_w*This video was recorded on July 14, 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 GARY WAGNER:Use Code LIN for 30% off:The Gold Forecast: https://thegoldforecast.com/pricingX (@garyswagner): https://x.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.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.02:12 — Oil, Iran, and Renewed Inflation Risks03:51 — Is $4,000 the Floor for Gold?08:50 — Why the $4,000 Level Matters10:43 — Gold’s Key Resistance Levels14:25 — How Gold Builds a Price Base24:01 — Bull Market or Major Correction?26:14 — Lessons From Previous Gold Crashes28:26 — How to Trade Gold Right Now#gold #silver #investing

  6. vor 4 Tagen

    Inflation Plummets: Will Fed's Next Move Crush Markets? | 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 cooling inflation, Federal Reserve policy, labor and credit-market stress, commercial real estate, technology stocks, and gold. Watch Danielle's last interview: https://youtu.be/Ho_YnTVV-OY*This video was recorded on July 14, 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.6:05 - Falling Core Inflation and Consumer Weakness7:16 - Higher Rates, Bankruptcies and Credit Stress11:39 - Margin Squeeze, Layoffs and Rising Oil Prices14:34 - Labor Market Warning Signs17:12 - Is a Credit Event About to Hit?18:43 - Bank Profits and Commercial Real Estate Trouble22:12 - What Could Force the Fed to Cut Rates?24:29 - Consumer Distress and Surging Bankruptcies26:15 - Treasury Strategy, AI Risk and Gold’s Bottom#economy #investing #federalreserve

  7. vor 4 Tagen

    $90 Oil And 5% Yields: The Market’s Dangerous New Reality | Peter Boockvar

    Learn more about SEVA Mining (TSXV: SEVA) here: https://www.sevamining.com/Peter Boockvar, CIO at OnePoint BFG Wealth Partners and author of The Boock Report, discusses the shift away from AI-led stocks, rising bond yields, persistent inflation, geopolitical risks, and where investors may find opportunities beyond Big Tech.Watch Peter's last interview: https://youtu.be/IVkGsxWcFZs*This video was recorded on July 13, 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 PETER BOOCKVAR: X: https://x.com/pboockvarThe Boock Report: https://peterboockvar.substack.com/Website for OnePoint BFG: https://www.onepointbfg.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.0:58 - Tech Selloff and the Rotation Away From Mag 73:13 - Fed Uncertainty, Rising Yields and Persistent Inflation8:47 - Oil, Iran and the Return of Inflation Pressure12:40 - The Fed’s Next Move and Labor Market Weakness15:51 - AI Dependence, Dollar Risk and a 2002-Style Bust20:33 - Japan, Treasury Selling and the 5% Yield Forecast25:52 - Boockvar’s Commodity Picks and the Tiring AI Trade32:43 - Gold, Silver and the Global Commodity Stockpiling Boom#economy #investing #stocks

  8. vor 4 Tagen

    Ultimate Sell Signal? Why Tech Billionaires Are Quietly Dumping Their AI Stocks | Adam Taggart

    🔒 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 Adam Taggart, Host of Thoughtful Money, discusses risks in the AI-driven market, economic inequality, technological disruption, political tensions, and opportunities across major asset classes.*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 ADAM TAGGART:YouTube: https://www.youtube.com/@adam.taggartThoughtful Money website: https://thoughtfulmoney.com/X: https://x.com/adamtaggartSubstack: https://adamtaggart.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 — Intro.01:30 — Market Uncertainty and Investor Caution02:36 — AI Boom Versus the Dot-Com Bubble08:27 — Physical Limits to AI Expansion11:50 — Magnificent Seven and Market Concentration17:52 — AI’s Market Cycle and the Economic Outlook22:48 — The K-Shaped Economy and Social Tensions29:49 — AI, Robotics, and the Future of Work33:32 — Capitalism, Socialism, and Western Institutions41:51 — Precious Metals and Copper Opportunities#economy #investing #stocks

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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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