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. 9 h fa

    Bull Market Could 'Unwind Quickly': Strategist Reveals Trigger | Sam Burns

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Burns, Chief Strategist of Mill Street Research, breaks down what is currently driving the stock market and what that means for the Federal Reserve, inflation, oil prices, and the broader economy.*This video was recorded on June 29, 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 BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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: Markets, Inflation, and the Fed2:28 - AI’s Role in the Stock Market Rally6:47 - Why Inflation Hasn’t Broken Stocks8:39 - Oil, CPI, and the Fed’s Calculus16:48 - Consumers, Wages, and Living Standards20:40 - Interest Rates and Market Impact22:55 - Portfolio Rotation and Market Leadership26:19 - Recession Risk and the Labor Market34:04 - Unusual Economic Indicators and Travel Demand#investing #stocks #economy

    40 min
  2. 12 h fa

    $7,000 Gold, $180k Bitcoin, $200 Silver; Hard Assets Go 'Ballistic' | Lawrence Lepard

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Lawrence Lepard, Managing Partner of Equity Management Associates, discuss government debt, money printing, and the Federal Reserve, and what they could mean for gold, silver, and Bitcoin.*This video was recorded on June 29, 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 LAWRENCE LEPARD:Equity Management Associates: https://ema2.com/X (@LawrenceLepard): https://x.com/LawrenceLepardFOLLOW 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, Silver & Bitcoin Price Targets0:08 - Lepard’s Previous Big Call2:15 - Why The Debasement Trade Took Off4:22 - Bitcoin Bottom, Gold & Silver Forecasts6:41 - What Is The Debasement Trade?9:39 - Why Inflation Is Rising As Gold Falls12:46 - How The Fed Could Cut Into Hot CPI16:13 - AI Bubble, SpaceX Mania & “Trade Of The Decade”17:29 - Currency Reset & Sound Money Endgame23:23 - AI, Leverage & The Next Big Print27:00 - Debt, Liquidity & Government Spending30:07 - Fed Pivot Could Send Assets “Ballistic”32:27 - What Lepard Is Buying Now38:08 - China Buying Gold & Dollar Warning39:52 - When To Sell Gold And Silver Miners#economy #gold #bitcoin

    45 min
  3. 1 g fa

    Gold Crash Not Over Says Analyst Who Called Drop, Here's How Low It Gets | Jeff Christian

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Jeff Christian, Managing Partner of CPM Group, examines the recent decline in gold, silver, and platinum and discusses the larger economic and political forces shaping these markets.Watch Jeff's last interview: https://youtu.be/izypQkV0ShU*This video was recorded on June 29, 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 JEFFREY CHRISTIAN:CPMGroup: https://cpmgroup.comX (@CPMGroupLLC): https://x.com/CPMGroupLLCCPM Group's YouTube channel: https://www.youtube.com/@CPMGroupFOLLOW 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, Silver, And Metals Outlook1:15 - Is This A 2012-Style Gold Crash?4:11 - Higher Rates And Precious Metals5:44 - Why Metals Are Moving Together9:10 - Are Central Banks Dumping Gold?14:20 - Gold, The Dollar, And Reserve Diversification20:27 - Why The Dollar Is Still Rising21:50 - Gold ETF Outflows And Investor Demand25:10 - Copper, Stocks, And The Real Economy27:55 - Silver Crash, JP Morgan, And Market Narratives31:27 - Critical Minerals And Deglobalization34:13 - Jeff’s Top Metals For 2026#gold #silver #investing

    37 min
  4. 1 g fa

    End Of Cycle: Analyst Called Bitcoin Top, Warns Market Breaking Point Nears | Richard Smith

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Dr. Richard Smith, Chairman of the Board and Executive Director, Foundation for the Study of Cycles, discusses how liquidity cycles and mounting debt are steering markets, with a focus on Bitcoin, gold, and the US dollar.Watch Richard's last interview: https://youtu.be/OeXm8D4JFrw*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 RICHARD SMITH:X (@studyofcycles): https://x.com/studyofcyclesYouTube: https://www.youtube.com/@FSCtvNewsletter: https://cycles.org/free-newsletter/Foundation For The Study Of Cycles website: https://cycles.org/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 - Richard Smith’s Cycle Warning2:12 - Why The Bubble Popped6:36 - Bitcoin And Liquidity Conditions8:40 - Credit Cycle And Debt Refinancing12:12 - Can The Debt System Survive?14:42 - U.S. Debt And The Dollar System18:10 - American Exceptionalism Vs. Europe20:43 - Gold, Dollar, And Precious Metals22:43 - Market Momentum And Final Outlook#investing #gold #economy

    25 min
  5. 1 g fa

    Global Crisis Looms: Will Oil Run Out By July? | Doomberg

    Start earning interest in gold: https://Monetary-Metals.com/LinDoomberg, Head Writer of the Doomberg substack, explains why oil stayed surprisingly calm through the Iran war and walks through what the markets are really saying about reserves, shortages, and the months ahead.Watch Doomberg's last interview: https://youtu.be/RFtMIYG5aao*This video was recorded on June 23, 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 DOOMBERG: Website: https://doomberg.com/Substack: https://doomberg.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 - Trump’s Oil Reserve Warning00:42 - Is the Strait of Hormuz Really Open?03:34 - Why Oil Didn’t Hit $20005:06 - China’s Oil Reserves Changed Everything07:14 - Why North America Won’t Run Dry12:27 - Which Countries Are Most Exposed?18:13 - Why Oil Stayed Above Pre-War Levels23:06 - Helium, LNG, Tech & Fertilizer Risks30:06 - Doomberg’s Oil Outlook and China’s Energy Strategy#oil #energy #investing

    36 min
  6. 1 g fa

    Iran War Escalates: Global Economy Just Changed Forever | Edward Fishman

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+*This video was recorded on June 26, 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 EDWARD FISHMAN:Council on Foreign Relations: https://www.cfr.org/X (@edwardfishman): https://x.com/edwardfishmanFOLLOW 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 - Intro1:20 - Iran strikes cargo ships4:00 - Why did Iran war even start?8:00 - Strait of Hormuz11:35 - Global economic depression?14:45 - Permanent toll?16:24 - Weaponization of chokepoints 19:32 - End of globalization 20:50 - Global re-armament 22:50 - The next chokepoint24:45 - Taiwan#iranwar #hormuzstrait #investing

    29 min
  7. 1 g fa

    Investor Called Meltdown In Bitcoin, Gold, Stocks; Here’s His Shocking Forecast | Clem Chambers

    For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Clem Chambers, Founder of ANewFN, discusses how markets are being reshaped by crypto’s changing role, global power shifts, AI, energy, gold, and investor psychology.Watch Clem's last interview here: https://youtu.be/UJbPuWPJ8iE*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 CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha): https://www.youtube.com/@ClemChambersAlphaClem's substack: https://substack.com/@clemishereFOLLOW 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: Recent Market Calls1:41 - Re-Entering Gold, Silver, and Bitcoin4:52 - Crypto’s Retail Era Fades9:22 - Bitcoin Cycles and Chart Patterns12:23 - Crypto, Scams, and Regulation17:04 - AI, Energy, and U.S.-China Power19:32 - Europe’s Economic Squeeze26:38 - Gold, War, and Central Banks29:04 - Navigating a Pullback in Everything#economy #trading #stocks

    36 min
  8. 1 g fa

    Massive Liquidity Shock Coming; Brace For 'Wrecking Ball' Warns Economist | Michael Howell

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Michael Howell, Founder & Managing Director of GL Indexes, and author of "Capital Wars" the book and substack, explains how shifting global liquidity is steering the dollar, gold, Bitcoin, oil, and the broader markets as a new Federal Reserve chair settles into the job.Watch Michael's last interview: https://youtu.be/ADvvdgSu58I*This video was recorded on June 25, 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 MICHAEL HOWELL:X (@crossbordercap): https://x.com/crossbordercapWebsite: https://www.crossbordercapital.com/"Capital Wars" Substack: https://substack.com/@CapitalWarsFOLLOW 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: Gold, Bitcoin, and Market Warning2:02 - Why This Year Looks Different3:22 - Fed Policy and Global Liquidity6:10 - Repo Stress, Bond Volatility, and Market Cracks10:13 - Fed Balance Sheet and Dollar Strength14:25 - Yield Curve, Rates, and the Economy18:26 - Inflation, SOFR, Gold, and Bitcoin Signals22:10 - China Liquidity and the Gold Market27:33 - Oil, Commodities, Deficits, and Investor Strategy#stocks #investing #economy

    41 min

Descrizione

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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