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. -17 h

    How Japan Could Trigger the Biggest Market Unwind in History

    For more info on ICG Silver & Gold , check out: https://icgsilverand.gold/ The historic U.S. intervention in the Japanese yen highlights the forces driving the currency’s decline and the growing risk that another yen carry trade unwind triggers major volatility across U.S. and global markets.*This video was recorded on August 5, 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 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.#economy #investing #japan

  2. -17 h

    U.S. Bails Out Japan From Crisis; What It Means For Markets | David Nicoski

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Nicoski, CIO of Vermilion Research, discusses shifting market leadership, global currency and bond risks, oil volatility, consumer spending, and the sectors gaining strength.*This video was recorded on August 3, 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 DAVID NICOSKI:X: https://x.com/davevermilionSubstack: https://substack.com/@vermilionresearchWebsite: https://vermilioncap.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.1:50 - Korea’s Crash and the Warning for U.S. Stocks7:42 - Semiconductor and AI Stocks at Risk12:30 - Why the U.S. Intervened in Japan’s Yen Crisis17:47 - Dollar Weakness and the Threat to U.S. Markets21:32 - Oil, Energy Stocks, Inflation, and Bond Yields25:48 - Consumer Weakness and the Stock Picker’s Market30:53 - Best Sectors to Own as Money Leaves Tech34:12 - Is Gold Building a Bottom?#economy #investing #stocks

  3. -1 j

    Yen Bailout Failing? Are Bond Vigilantes Back? Economist Steve Hanke Answers

    🔒 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 Steve Hanke, Professor of Applied Economics at Johns Hopkins University, explains the U.S. intervention in the yen, Japan’s currency weakness, lessons from the Asian financial crisis, and the forces driving U.S. bond yields and inflation.Watch Prof. Hanke's last interview: https://youtu.be/X_D5weq9KrY*This video was recorded on August 5, 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW 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.7:27 - Why the Yen Intervention May Backfire11:41 - The Fundamentals Driving Yen Weakness19:05 - Why the U.S. Sold Euros to Buy Yen23:30 - The Yen Carry Trade and U.S. Markets29:06 - Lessons From the Asian Financial Crisis41:41 - Bond Vigilantes Return as Yields Surge46:00 - Inflation, Borrowing Costs, and Bank Profits#economy #investing #inflation

  4. -2 j

    Tech Sell-Off Deepens: Investor Reveals Major Market Warning Signs | E.B. Tucker

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!E.B. Tucker, Editor of The Tucker Letter, discusses markets, discusses how investors can navigate rapid technological change, volatile markets, precious metals, Bitcoin, and fear-driven collapse narratives by staying flexible and focused on opportunity.Watch E.B.'s last interview: https://youtu.be/vmf_LtnagTs*This video was recorded on 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.00:00 - Intro.02:19 - AI Bubble, Chip Sell-Off and the Data Center Boom08:36 - AGI, Computer Consciousness and the Future of Work14:11 - AI Financing, Power Constraints and Tech Opportunities18:47 - Why Tucker Sold Silver Near the Peak19:56 - Fed Rates, Oil Prices and Short-Term Market Noise24:53 - Gold Allocation, Futures Leverage and the $5,600 Peak31:40 - Why Mining Stocks Failed to Deliver33:27 - Collapse Fears, Bitcoin “The Buy” and Investing in a Digital World#gold #bitcoin #investing

  5. -2 j

    Forget Oil: The Next Global Resource Crisis Has Begun | Ian Harris

    Ian Harris, CEO of Copper Giant (TSXV: $CGNT | OTCQB: LBCMF), discusses why copper is becoming one of the world's most strategic resources, how AI and global electrification are driving long-term demand, and why supply constraints and geopolitics could reshape the global economy.*This video was recorded on July 29, 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 IAN HARRIS:X (@ianharrismining): https://x.com/IanHarrisMiningCopper Giant X(@Cu_Giant): https://x.com/Cu_GiantWebsite: https://coppergiant.co/Ian's What'sApp: +1 303 956 2944FOLLOW 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 - Why Copper Is Defying Market Turmoil1:04 - Is Copper Still Signaling Global Growth?3:07 - Supply Shocks and Chile’s Production Problems6:19 - Why Copper Has Become a Strategic Metal11:00 - Why South America Dominates Copper Supply13:04 - AI, Electrification, and the New Demand Boom16:01 - Is Copper the New Safe Haven?20:58 - Will an AI Bubble Hurt Copper?23:35 - Colombia’s Political Shift and Copper Giant’s Outlook30:46 - Why the Copper Bull Market Could Last a Decade34:41 - Smart Money Is Moving Into Copper37:00 - What's Next for Copper Giant?#investing #commodities #stocks

  6. -3 j

    Interest Rates Explode: 'Major Meltdown' Next, Warns Trader | 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/1571482669*This video was recorded on August 3, 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 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.#trading #investing #economy

  7. -6 j

    Worst Ever Consumer Sentiment: Signal For Economic Collapse? | Joanne Hsu

    This video was disseminated on behalf of Kootenay Silver Inc. (OCTQX: KOOYF) and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/KOOYF-233 Joanne Hsu, Director of the Surveys of Consumers and Research Associate Professor at the University of Michigan, discusses why Americans remain uneasy about the economy, examining inflation, energy costs, AI, household finances, and the widening disconnect between the stock market and everyday consumers. Watch Joanne's last interview: https://youtu.be/ZvhV7GzTZcc *This video was recorded on July 31, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcw Subscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefs Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOANNE HSU: Joanne Hsu's website: joannehsu.com University of Michigan "Surveys of Consumers": https://www.sca.isr.umich.edu/ Contact: umsurvey@umich.edu FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: 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. 3:01 - Gas Prices, Hormuz, and Household Confidence 4:06 - How Consumers View AI, Jobs, and Data Centers 5:37 - Investor Confidence and Risky Asset Allocation 10:02 - How Investors and the Fed Use Sentiment Data 13:40 - What the Consumer Sentiment Index Measures 21:11 - Inflationary Psychology and Buying Before Prices Rise 23:43 - The Wealth Divide: Stocks vs. Consumer Confidence 30:42 - Inflation, Deflation, and Restoring Consumer Confidence #economy #consumer #gas

  8. 31 juil.

    Markets To Face 'Massacre' As Debt, War And Stagflation Collide | Florian Grummes

    Learn more about Algo Grande (TSXV: ALGR | OTC: KNDYF) here: https://algo-grande.com/Florian Grummes, Managing Director of Midas Touch Consulting, discusses inflation, central-bank policy, geopolitical uncertainty, and the changing outlook for gold, silver, Bitcoin, and technology markets.Watch Florian’s last interview: https://youtu.be/K3lGLUeSwbw*This video was recorded on July 30, 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 FLORIAN GRUMMES: Website: https://www.midastouch-consulting.comLinkedIn: https://www.linkedin.com/in/floriangrummes/X: https://twitter.com/FlorianGrummesSubstack: https://substack.com/@midastouchconsultingSeeking Alpha: https://seekingalpha.com/author/florian-grummesTelegram: https://t.me/MidasTouchConsultingFacebook: https://www.facebook.com/Midastouchconsulting 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.1:26 - Inflation and the “Crack-Up Boom”4:22 - War, Uncertainty, and Market Volatility9:10 - The Fed, Bond Yields, and Market Control14:11 - Europe’s Economy and Stagflation Risks17:23 - Rising Interest Rates and Gold25:49 - Silver’s Correction and Long-Term Market Structure33:37 - Does Bitcoin Still Have a Future?38:32 - AI Stocks and the Semiconductor Pullback#gold #bitcoin #stocks

À propos

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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