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. hace 12 h

    Global Monetary Reset Begins; Bonds Next To Implode | Matthew Piepenburg

    🔒 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 Matthew Piepenburg, Partner of Von Greyerz AG, discusses gold, debt, bonds, the dollar, central banks, geopolitics, and why investors are rethinking wealth preservation in a changing financial system.*This video was recorded on July 6, 2025.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 MATT PIEPENBURG:Website: https://vongreyerz.goldWebsite: https://goldswitzerland.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.2:59 - What the 1970s Gold Bull Market Can Teach Investors5:03 - Why the Bond Market Is the Real Story7:20 - Central Banks, China, and Gold as New Collateral11:39 - Paper Gold, Physical Gold, and Price Discovery14:55 - The Bear Case Against Gold21:25 - The Fed, Inflation, and Backdoor Liquidity31:03 - The “Sell America” Trade and Market Overvaluation36:50 - Oil, Stablecoins, the Petrodollar, and Geopolitics#investing #economy #gold

    52 min
  2. hace 13 h

    All Crypto To $0? Bitcoin’s Biggest Risk Is Arriving Faster Than Expected | Andrew Cheung

    This video was disseminated on behalf of 01 Quantum Inc. (TSXV: ONE). David Lin was paid by LFG Equities Corp. for this promotion on behalf of 01 Quantum Inc. (TSXV: ONE). David Lin may hold or trade ONE or related securities. Not investment advice. For our full disclaimer, please visit: https://docs.google.com/document/d/1JzX-DtAjhCyXWyAnkPFg8uDhxgWRbx1jMNWfZuCXG8U/edit?tab=t.0Learn more about 01 Quantum (TSX-V: ONE | OTCQB: OONEF) here: https://www.01com.comAndrew Cheung, President & CEO of 01 Quantum, discusses how quantum computing could reshape crypto, banking, cybersecurity, and AI, and why institutions may need to prepare for a quantum-safe future.*This video was recorded on July 2, 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 ANDREW CHEUNG AND 01 QUANTUM:X: https://x.com/01quantumincWebsite: https://www.01com.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.0:42 - Are Crypto Markets Underpricing Quantum Risk?2:29 - How Quantum Computers Could Break Private Keys5:12 - Q-Day, Harvest Now Decrypt Later, and the Timeline Problem7:26 - Crypto, Banks, Defense, and Infrastructure at Risk9:35 - Quantum-Safe Solutions and 01 Quantum’s Projects12:26 - Who Will Have Access to Quantum Computers?14:21 - Are Traditional Banks and Payment Systems at Risk?17:49 - Can Bitcoin Become Quantum Resistant?22:01 - Quantum Vaults and Practical Protection for Crypto Holders25:30 - 01 Quantum’s Roadmap, AI Privacy, and Company Updates29:14 - What Would Mark a Quantum Inflection Point?#crypto #bitcoin #investing

    33 min
  3. hace 2 días

    Credit Collapse Warning: Rick Rule Reveals 'The One Thing That Really Scares Me'

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Rick Rule, proprietor of Rule Investment Media and co-founder of Battle Bank, discusses the Rule Symposium, resource-stock discipline, weak investor sentiment, credit-market risks, interest rates, and how investors can think more rationally in an uncertain economy.Watch Rick's last interview: https://youtu.be/lxkKPCkvlww*This video was recorded on July 6, 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 RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/X (@RealRickRule): https://x.com/RealRickRuleYouTube: https://www.youtube.com/@RuleInvestmentMediaRule Classroom: https://ruleclassroom.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 - Rick Rule’s Biggest Market Fear0:26 - Inside the Rule Symposium1:51 - How Rick Rule Screens Mining Companies4:06 - Gold Sentiment and Junior Miner Valuations5:35 - Second-Half Market Outlook9:59 - The Risk Hiding in High-Yield ETFs15:25 - What the Bond Market Is Signaling16:15 - Where Rule Sees Opportunity19:10 - Finding Alpha in an Uncertain Market23:05 - Capital, M&A, and Mining Stock Discipline#economy #investing #gold

    32 min
  4. hace 3 días

    50% Crash Or Violent Rally? CEO Reveals Gold's Breakout | Dan Wilton

    For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Dan Wilton, CEO of First Mining Gold, discusses how First Mining Gold is advancing a major Canadian gold project through approvals, community agreements, financing decisions, and a changing gold mining market.*This video was recorded on July 2, 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 DAN WILTON AND FIRST MINING GOLD:X (@firstmining): https://x.com/FirstMiningWebsite: https://www.firstmininggold.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.1:28 - What Drove the Share Price Over the Past Year5:27 - How Mining Milestones Unlock Value7:11 - Why Environmental Approval Matters8:24 - Why the Approval Process Took Years10:51 - Prefeasibility Studies and Project Economics13:00 - Financing a Major Mine Build17:30 - Choosing the Right Project Partner22:16 - Gold Mining, M&A, and Industry Valuations#investing #gold #mining

    33 min
  5. hace 3 días

    Biggest Crash Since 1929? Harry Dent Warns 90% Collapse May Be Starting

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Harry Dent, Founder of HS Dent, discusses why he believes markets, real estate, demographics, debt, gold, bonds, and Bitcoin are all connected to a larger economic turning point.Watch Harry's last interview: https://youtu.be/4oLK3quN-M0*This video was recorded on July 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 HARRY DENT:Harry Dent's website: https://harrydent.com/X (@HarryDentjr): https://x.com/HarryDentjrHarry's book: Zero Hour: https://www.amazon.ca/Zero-Hour-Political-Financial-ModernHistory/dp/1760640476Harry's book: The Great Crash Ahead: https://www.amazon.ca/Great-Crash-Ahead-Strategies-Turned/dp/1451641559Harry's book: Demographic Cliff: https://www.amazon.ca/Demographic-Cliff-Survive-Deflation-2014-2019/dp/1591847273FOLLOW 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.2:28 - The Everything Bubble Thesis6:05 - What Could Trigger The Next Crash?10:37 - Bonds, Yields, And Inflation Risks13:02 - Demographics And The Long-Term Economy18:10 - Wealth Transfer, China, And India’s Rise22:18 - Bitcoin’s Role In The Future Financial System24:41 - Gold, Safe Havens, And Treasury Bonds29:37 - Housing, Baby Boomers, And Real Estate Risk32:29 - The Market Signals Dent Is Watching#economy #investing #stocks

    35 min
  6. hace 4 días

    Gold To $17,000? Why A ‘Major Debt Crisis’ Reckoning Is Inevitable | Ryan King

    Learn more about Equinox Gold here: https://www.equinoxgold.com/Ryan King, EVP of Equinox Gold (TSX: EQX | NYSE-A: EQX), discusses why gold and hard assets remain central in a volatile debt-and-inflation environment, while explaining how Equinox Gold is positioning itself through mergers, operations, and disciplined growth.Watch Ryan's last interview: https://youtu.be/boKxV4TlRdA*This video was recorded on June 26, 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 RYAN KING AND EQUINOX GOLD:X: https://x.com/EquinoxGoldCorpWebsite: https://www.equinoxgold.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 - Gold’s Crisis-Asset Setup1:11 - Why Gold And Hard Assets Surged3:55 - Gold As A Crisis Asset5:36 - Debt, Money Printing, And The Economy9:11 - Why Gold Sentiment Turned Cold11:15 - How Miners Respond To Volatility14:27 - Equinox’s M&A Strategy15:39 - Equinox And Orla’s Combined Scale19:21 - Key Shareholders And Portfolio Diversification23:37 - Growth Priorities And Acquisition Criteria#investing #gold #economy

    34 min
  7. hace 6 días

    Why Are Stocks Tanking? Fund Manager Explains Tech Rotation | Sam Rahman

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Rahman, Portfolio Manager at Hedgeye Asset Management, discusses the current tech selloff, the rotation unfolding within the sector, and what recent jobs data and the rise of AI mean for technology investors.*This video was recorded on July 2, 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 SAM RAHMAN:X: https://x.com/SamofAmericaHedgeye: https://www.hedgeyeam.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 - Tech Selloff, Jobs Data & Market Setup2:38 - Money Rotates Out Of AI Stocks3:28 - MAG7 Loses Tech Leadership6:52 - Meta, Semiconductors & Data Center Spending12:48 - NASDAQ Outlook And AI Capex15:48 - AI Agents And The Future Of Trading18:58 - Sam Rahman’s Stock-Picking Framework23:47 - Apple, Alphabet And Big Tech Moats31:03 - Robotics, Labor Market, Bonds And AI Models#economy #investing #stocks

    40 min
  8. hace 6 días

    Economy’s Bombshell: What Markets Aren’t Telling You | Eric Basmajian

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, explains how housing, manufacturing, savings, corporate profits, and Fed policy are shaping the economy and creating a divide between asset owners and everyone else.Watch Eric's last interview: https://youtu.be/p-9rjdU5X08*This video was recorded on July 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 - Housing, Stocks, and the Business Cycle2:33 - Why Stocks Don’t Lead Recessions6:12 - Oil Shocks and Economic Weakness9:15 - Manufacturing, AI, and Cyclical Signals14:27 - Mortgage Rates and Homebuilder Pressure19:11 - The Real Housing Affordability Problem23:31 - America’s Savings Gap and Foreign Capital27:32 - Productivity, Profits, and the K-Shaped Economy37:43 - Fed Policy, Asset Bubbles, and Market Risk#economy #housing #stocks

    47 min

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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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