18 épisodes
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.
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We're Entering 'Greater Depression': Brace For War, Sovereign Defaults | Doug Casey
Doug Casey, best-selling author, discusses what is going to be a "Greater Depression", where lower living standards will affect the populace.
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*This video was recorded on April 29, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:20 - Global economic growth
7:50 - Fighting hyperinflation
10:55 - Dollarization in Argentina
15:45 - Capital gains taxes
18:05 - Global debt problem
20:00 - Trigger for next Great Depression
24:50 - Speculating in gold
29:20 - Mining stocks
38:39 - Interest rates and bonds
43:00 - Passport portfolio
45:00 - Post-secondary education
48:22 - Doug Casey's work -
Is The U.S. Going Bankrupt? Debt Growth Is 'Explosive' | Barry Eichengreen
Barry Eichengreen, the Distinguished Professor of Economics and Political Science at UC Berkeley, discusses the effect on rising debt levels in the U.S. on the economy and growth.
*This video was recorded on April 26, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:17 - Debt crisis
7:00 - Capital gains tax increase
9:20 - Public debt and emergencies
13:38 - Fiscal dominance
15:00 - Debt failures
16:16 - Argentina and dollarization
17:10 - Debt consolidation
19:45 - Optimal tax rate
21:23 - How to cut debt
23:27 - MMT
24:00 - Debt and stock markets
26:00 - History of reserve assets
27:42 - Will China supplant U.S.
30:33 - New world reserve currency
32:50 - CBDCs
39:40 - Dedollarization -
Stagflation, Higher Rates For Longer; Will Markets Survive? Peter Boockvar
Peter Boockvar, CIO of Bleakley Financial Group, discusses the biggest risks to the economy right now, and the assets that are most likely to outperform this year.
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*This video was recorded on April 25, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - GDP release
2:40 - Fed rate cut this year?
5:50 - Bonds and yields outlook
9:21 - Outlook on economic growth
13:14 - Risk of layoffs?
14:49 - What does well during stagflation?
15:15 - Will the Fed raise rates?
17:29 - Market outlook
18:51 - Tech stocks
24:05 - Geopolitical risks
25:35 - Investment implications -
Start Of Financial Crisis? Former FDIC Chief: Banks Are Still ‘Vulnerable’ | Thomas Hoenig
Thomas Hoenig, former President of the Kansas City Fed (1991-2011), former Vice Chairman of the FDIC (2012-2018), and currently the Distinguished Senior Fellow at the Mercatus Center, says that the banking system is still "vulnerable".
Two days after the filming of this interview, regulators closed Philadelphia-based Republic First Bank on April 26. Hoenig also discusses his outlook on the economy, inflation, and monetary policy.
*This video was recorded on April 24, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - Banking sector still 'vulnerable'
12:30 - Bank run and financial collapse
14:50 - FDIC and cryptocurrency
18:05 - Inflation outlook
22:54 - Fed cuts this year?
24:10 - Why have a 2% inflation target?
28:39 - QE and inflation
29:54 - Fed policy and other central banks
31:50 - QT and asset prices
32:47 - Fed's forward guidance
36:00 - How Fed decisions are made
37:00 - Politics and the Fed
37:34 - Fed's performance in 2024 -
The Trigger For ‘Full On War’, Energy Price Explosion | Bob Ryan
There are several factors for why oil and gold will likely continue moving higher later this year, according to Robert Ryan, Chief Strategist of Commodity & Energy Strategy at BCA Research.
*This video was recorded on April 25, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - GDP and inflation data
5:10 - Oil and economic growth
8:30 - Oil and the Middle East
16:35 - What would cause “full on war” in U.S.
18:30 - Oil and the Fed
20:27 - Gold price outlook
23:46 - Gold vs. U.S. dollar
28:40 - Dedollariztion
29:30 - Most bullish commodity -
Why Central Banks Have Been Stockpiling This Asset | George Milling-Stanley
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George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses the most important drivers of gold demand and what's next for the price.
*This video was recorded on April 16, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Gold price recap
6:00 - Central bank buying of gold
11:07 - Gold demand
18:28 - Central banks and gold price
21:36 - Geopolitical risk premium
24:25 - Gold vs. real interest rates
27:28 - Gold vs. Dollar
29:30 - Gold vs. Risk assets
31:36 - Gold vs. Miners
35:38 - Gold correction next?
38:25 - Gold price forecast