The David Lin Report

The David Lin Report
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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.

  1. -5 h

    Nobel Economist: Will China Eventually Overtake America? | Joel Mokyr

    Start earning interest in gold: https://Monetary-Metals.com/LinJoel Mokyr, Co-Laureate for the 2025 Nobel Prize in Economics and Robert H. Strotz Professor of Economics and History at Northwestern University, discusses why some societies sustain innovation, how AI could reshape institutions and education, and what history can teach us about technological leadership in the U.S., China, and Europe.*This video was recorded on September 16, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOEL MOKYR:2025 Nobel Prize Fact Sheet: https://www.nobelprize.org/prizes/economic-sciences/2025/mokyr/facts/Faculty Website: https://economics.northwestern.edu/people/directory/joel-mokyr.html"Two Paths To Prosperity": https://press.princeton.edu/books/paperback/9780691267722/two-paths-to-prosperity"A Culture of Growth": https://press.princeton.edu/books/paperback/9780691292519/a-culture-of-growthFOLLOW 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.7:04 - Can Institutions Keep Up With AI?12:28 - Extreme Wealth, Incentives, and Political Power18:37 - Are AI Extinction Fears Overblown?28:03 - Why the Industrial Revolution Began in Europe37:30 - Did Religion Suppress Innovation?41:42 - How America Overtook Europe—and China Caught Up51:22 - Are Younger Generations Getting Less Intelligent?58:48 - Who Will Be the Next Global Superpower?#history #economics #china

  2. -9 h

    ‘Historic’ Market Rotation Starting: Trader Reveals Biggest Winners And Losers | David Nikoski

    Start earning interest in gold: https://Monetary-Metals.com/LinDavid Nicoski, CIO at Vermilion Research, discusses the Fed’s latest rate hike, weakening market breadth, the oil and diesel crisis, AI and tech stocks, and why energy, healthcare, and technology could lead the market through the rest of 2026.*This video was recorded on September 19, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 - Fed Rate Hike & Market Warning Signs1:00 - Financial Stocks Start Breaking Down4:08 - S&P 500 at a Critical Level6:37 - Tech Dominance & Sector Rotation8:24 - Oil, Diesel & the Energy Crisis13:01 - Tanker Rates Explode15:56 - Higher Rates, AI & the Stock Market18:19 - Best Sectors for the Rest of 202619:03 - AI Stocks & the Power Bottleneck21:19 - Is AI Still a Bubble?23:01 - Semiconductors vs. Software24:12 - Dollar, Gold & Bitcoin Outlook27:36 - Market’s Biggest Warning Signal29:30 - Stock Market Breadth Deteriorates32:35 - What the Fed Means for Markets33:31 - Where to Invest Now#stocks #investing #trading

  3. -22 h

    Fed To Hike Into ‘Train Wreck’; How Will Stocks, Bitcoin, Gold, Bonds React? | Gareth Soloway

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Gareth Soloway, Chief Market Strategist at Verified Investing, discusses the Fed’s next move, rising bond yields, oil-driven inflation, and what shifting market conditions mean for stocks, Bitcoin, gold, and the broader economy.Watch Gareth's last video: https://youtu.be/ZSIgWXXx7UE*This video was recorded on September 15, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.com/YouTube: https://www.youtube.com/@UCGKi5Wa5C9DqNYeKSDk0PAw 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.3:09 - Fed Will Hike: Why Yields Could Fall10:46 - 5% Treasury Yield & 2007 Warning15:22 - How Markets Could React To The Fed18:46 - S&P 500: Key Levels To Watch20:22 - Bitcoin Outlook & Critical Support23:20 - Gold Breakout & Long-Term Target25:49 - Oil, Bonds & “$50 Before $150”31:34 - Recession, AI & The Coming “Reckoning”#stocks #trading #investing

  4. -1 j

    Fed Hikes Not Over: Economy ‘Can’t Deal’ With What Comes Next | Komal Sri-Kumar

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Komal Sri-Kumar, President of Sri Kumar Global Strategies, discusses the Fed's first rate hike in 3 years, and what's next for monetary policy and the economy. *This video was recorded on September 16, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 KOMAL SRI-KUMAR:Substack: https://srikonomics.substack.com/X (@SriKGlobal): https://x.com/SriKGlobalFOLLOW 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 - Fed Hikes Rates: What Happens Next?2:05 - Why Bond Yields Keep Rising4:50 - Did the Fed Do Enough?6:35 - How Many More Rate Hikes Are Coming?10:03 - AI, Productivity & Inflation11:23 - Fed Hikes Into an Oil Supply Shock14:50 - What Could Trigger a Bigger Rate Hike Cycle?16:05 - Treasury Intervention & Rising Yields20:04 - What Higher Yields Mean for the Economy21:24 - Can the Economy Survive Higher Rates & Inflation?23:41 - AI Spending & Financial Crisis Risk24:35 - U.S.-Canada Trade War & Global Growth25:40 - America’s Debt & Deficit Problem27:08 - Fed Outlook Through 202729:59 - Is the Phillips Curve Broken?#federalreserve #economy #investing

  5. -2 j

    Ron Paul On Surging Inflation, Oil Shock, Bond Market Collapse

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Dr. Ron Paul, Host of the Liberty Report and former Congressman, discusses inflation, government debt, war, monetary policy, political polarization, AI regulation, and the growing strain on the U.S. economic system.Watch Dr. Paul's last interview: https://youtu.be/U-dKl3JLL68*This video was recorded on September 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DR. RON PAUL:X (@ronpaul): https://x.com/RonPaulRon Paul Institute website: https://ronpaulinstitute.org/X (@ronpaulinstitut): https://x.com/RonPaulInstitutThe Liberty Report website: http://www.ronpaullibertyreport.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.1:13 — Liberty, Government & “Honest Money”2:58 — Iran War, Nuclear Weapons & U.S. Foreign Policy6:19 — Oil Prices, War & the Economy8:50 — Inflation, the Fed & Money Printing10:27 — U.S. Debt, Spending & the “Crack-Up Boom”13:19 — Socialism, Capitalism & the Midterm Elections17:12 — The Federal Reserve, AI & Government Regulation21:53 — Gold, Bonds & What Happens in an Economic Crisis#economy #fed #politics

  6. -2 j

    China 'Saved' Oil From Exploding Higher, Here's How That Could Reverse | Shaun Rein Shaun Rein

    Start earning interest in gold: https://Monetary-Metals.com/LinShaun Rein, Founder and Managing Director of China Market Research Group, discusses China’s response to the global oil shock, the weakness in its domestic economy, shifting trade and investment flows, and China’s growing role in commodities and technology.Watch Shaun's last interview: https://youtu.be/FCoKt51L7Dc*This video was recorded on September 11, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/xsyX (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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.4:57 - China’s Oil Supply and the Iran War12:40 - China Bonds and De-Risking From the U.S.15:48 - China, Russia, India and BRICS21:16 - China’s Weak Consumer, Property and Gold29:04 - Why Chinese Exports Keep Growing32:50 - Youth Unemployment, Automation and Stimulus38:38 - China’s Global Investment and Commodity Strategy44:22 - Chinese Tech Stocks and the Global Tech War#china #economy #investing

  7. -2 j

    Trader Called 5% Yields—Now Predicts 6%, $60 Oil, $100K Bitcoin | Todd Horwitz

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discusses the bond market, oil, stocks, gold, and Bitcoin. Watch Bubba's last interview: https://youtu.be/szfb2vqhLjo*This video was recorded on September 18, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.0:00 - Oil to $60 & 10-Year Yield to 6%?2:09 - Why Oil Could Crash6:33 - Diesel, Inflation & the Fed8:36 - Why Treasury Yields Keep Rising11:58 - Could the 10-Year Yield Hit 6%?13:14 - Market Meltdown Warning17:04 - Can the Fed Prevent a Crash?22:06 - Stock Market Outlook & Trading Strategy24:30 - Is Another 2022 Market Selloff Coming?28:39 - $7 Trillion Options Expiration31:04 - Bitcoin’s Next Move32:39 - Gold Outlook as Yields Rise#trading #investing #economy

  8. -4 j

    Fed's Warsh Is A MONETARIST Says Steve Hanke, And Here's His Next Move

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses Kevin Warsh’s monetarist approach at the Fed, money supply and inflation, rising Treasury yields and fiscal pressures, global central-bank policy, the U.S. labor market, and Europe’s savings and capital markets.Watch Prof. Hanke's last interview: https://youtu.be/uc7hkdqrink*This video was recorded on September 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.7:49 - How Many More Fed Rate Hikes?11:30 - Bond Yields, Deficits and the Economic “Red Zone”16:20 - Trump vs. the Fed and Why Energy Prices Aren’t Inflation24:36 - When Could the Fed Hike Again?28:11 - Bank of Japan, Yen Carry Trade and Global Rates31:51 - U.S. Labor Market and the Stock Market Wealth Effect36:45 - Treasury Buybacks and Rising 10-Year Yields41:28 - Europe’s “Lazy Savings” Debate and Capital Markets#InterestRates #Inflation #thefed

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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.

Informations

  • Création
    The David Lin Report
  • Années d’activité
    2024 - 2026
  • Épisodes
    1 k
  • Classification
    Tous publics
  • Copyright
    © The David Lin Report
  • Site web de l’émission
    The David Lin Report

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