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. 23 hr ago

    Will Midterm Election Crash Markets? Economist Reveals Results | Matt Gertken

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses the U.S. midterm elections, inflation and Treasury intervention, the escalating Canada-U.S. trade war, and what history can teach us about America’s changing geopolitical strategy.*This video was recorded on August 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 MATT GERTKEN AND BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://x.com/bcaresearch X (@mgertken): https://x.com/mgertkenGertken's New Book: https://www.amazon.com/Swifts-Grand-Strategy-Matthew-Gertken/dp/1009763989?crid=2MIA92RHQ3BEO&dib=eyJ2IjoiMSJ9.8rhqzg5gMpXWxjmv7zKlyy_bymaAPXHxMPpxUibIz67GjHj071QN20LucGBJIEps.3r5dW8faG1X9XF11ejz8qn56EHIBRXxO9M8PTUDKchc&dib_tag=se&keywords=matt+gertken+swift&qid=1787773656&sprefix=matt+gertken+swif%2Caps%2C117&sr=8-1FOLLOW 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.5:28 - Inflation, Oil Prices & Trump’s Political Problem10:11 - Treasury Intervention & Rising Bond Yields12:43 - What a Democratic Congress Means for Markets16:08 - U.S.-Canada Trade War Escalates19:37 - Canada, China & the Future of North American Trade23:50 - What Jonathan Swift Teaches Us About Grand Strategy26:34 - Trump’s Final Two Years & America’s Global Alliances28:30 - Has Trump Permanently Damaged U.S. Alliances?#Trump #tariffs #iran

  2. 2 days ago

    $5,000 Gold Next Or Collapse First? Coming Shock Revealed | Jeff Christian

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Jeff Christian, Managing Partner of CPM Group, explains why gold and silver are surging, forecasts where prices and inflation are headed, and warns that economic weakness, fiscal intervention, and political uncertainty could drive further market volatility.*This video was recorded on August 25, 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 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 Rally Outlook3:08 - Treasury Intervention & Gold6:14 - Weak Economy, Persistent Inflation9:35 - Gold vs. the Dollar13:20 - Could Gold Fall to $4,000?15:12 - Gold & Inflation17:35 - Inflation Heading Toward 5%19:24 - Political Risks & Midterms25:02 - Copper Outlook & AI Boom29:26 - Gold & Silver Fundamentals31:26 - Oil Price Outlook#gold #silver #investing

  3. 3 days ago

    The Market’s $40T Question: Can Treasury Keep Yields Under Control?

    Start earning interest in gold: https://Monetary-Metals.com/LinThis compilation of our experts explores why the U.S. Treasury is intervening in bond markets, what rising yields reveal about investor confidence, and how growing debt pressures could reshape financial markets.Hosted by Producer Matt Milligan.*This video was recorded on August 21, 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 MATTHEW D. MILLIGAN:X: https://x.com/MilliganMattDAcademic work: https://matthewdmilligan.academia.edu/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.03:06 - Why Nobody Wants The Long Bond05:16 - The Yen–Treasury Connection08:01 - The 2007 Warning Signal Returns09:36 - What Happens If 10-Year Yields Hit 5%?11:48 - $40 Trillion Debt And The Treasury’s Game Of Chicken13:46 - Bond Market Calls Treasury’s Bluff15:46 - How A Bond Market Crisis Could End18:34 - Is The Treasury Running Out Of Road?#investing #economy #bonds

  4. 3 days ago

    Treasury’s $1 Trillion Rescue: What’s Next For Stocks, Gold, Oil | 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 Treasury’s bond-market intervention, rising interest-rate risks, the outlook for stocks and commodities, and how he is trading gold, Bitcoin, silver, and oil amid heightened market volatility.Watch Bubba's last interview: https://youtu.be/95se0_3Wun0*This video was recorded on August 24, 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 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.00:00 - Intro.02:45 - Why Todd Thinks Treasury Intervention Will Fail05:08 - How He’s Trading Gold, Bitcoin & Bonds08:42 - Stock Market Outlook & Shorting Opportunities11:34 - Food Inflation & Agricultural Commodities13:18 - Gold, Silver & Bitcoin: Biggest Upside Opportunities15:19 - Iran Sanctions & Why Todd Is Short Oil21:29 - Oil Below $70? Backwardation Explained24:37 - Bitcoin’s Biggest Rally in 3 Years: Buy or Sell?#trading #investing #economy

  5. 3 days ago

    ‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Danny Moses, legendary ‘Big Short’ investor, Host of the "On The Tape" podcast and co-author of the "What Are We Doing?" Substack, discuss Treasury intervention in the bond market, debt and interest-rate pressures, financial-system risks, gold, AI financing, and broader concerns about U.S. economic policy.Watch Danny's last interview: https://youtu.be/sLwoDhhfk3s*This video was recorded on August 24, 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 DANNY MOSES:X (@dmoses34): https://x.com/dmoses34"What Are We Doing?" Substack: https://whatarewedoingonthedesk.substack.com/"On The Tape" podcast: https://www.youtube.com/@OnTheTapeFOLLOW 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.3:00 — Why Treasury Is Trying to Cap Bond Yields8:06 — Can the Treasury’s Bond Buyback Strategy Work?11:55 — The Fed, Bank of Japan and the Rate Policy Bind14:14 — What Higher Yields Would Mean for Credit and Markets18:22 — What Government Intervention Means for Gold and Risk Assets23:36 — Are We Already in a Financial Crisis?29:08 — Chip Selloff, AI Spending and Market Risk34:04 — Trading the Yield Curve and the Risks Ahead#investing #economy #trading

  6. 6 days ago

    Money Printing Explodes: Arthur Hayes Says Gold, Bitcoin Melt-Up Next

    Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Arthur Hayes, Chief Investment Officer and co-founder of Maelstrom and CEO of the Flop Network, discusses the AI investment boom, the forces driving crypto and global markets, the growing role of government and credit, and his new vision for combining AI agents with blockchain technology.Watch Arthur's last interview: https://youtu.be/fBXNsww78PM*This video was recorded on August 18, 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 ARTHUR HAYES: X (@CryptoHayes): https://x.com/CryptoHayes Substack: https://cryptohayes.substack.com/LinkedIn: https://www.linkedin.com/in/arthur-hayes-b493b42/IG: https://www.instagram.com/cryptohayes/Flop X: https://x.com/Flop_LabsFlop Website: https://flop.finance/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.6:30 - Why the AI Boom Isn’t Over Yet9:41 - Chip Selloff & The AI Credit Cycle12:01 - Is Crypto Dead?15:30 - Why Bitcoin & Crypto Are Lagging Stocks20:34 - AI, Money Printing & Government Intervention23:53 - The AI Boom’s 2008-Style Credit Risk33:34 - Building a Currency for AI Agents40:43 - AI’s Future, Human Impact & Altcoin Season#bitcoin #AI #crypto

  7. 6 days ago

    Warning: Interest Rates Not Done Surging; Treasury’s ‘Bazooka’ Coming | Peter Boockvar

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Peter Boockvar, CIO of One Point BFG Wealth Partners, discusses the Treasury’s attempt to contain rising bond yields, why he expects long-term rates to move higher, and what it means for the dollar, stocks, Bitcoin, commodities, and inflation.*This video was recorded on August 20, 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 PETER BOOCKVAR: X: https://x.com/pboockvarThe Boock Report: https://peterboockvar.substack.com/Website for OnePoint BFG: https://www.onepointbfg.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 - Treasury Intervention & Market Reversal3:34 - Why Bond Yields Snapped Back6:23 - Why Treasury Buybacks Won’t Work8:05 - Treasury’s Line in the Sand10:21 - Can Yields Break 5%?11:40 - Fed QE & Yield Curve Control14:36 - What Higher Yields Mean for the Economy17:28 - Dollar Outlook18:03 - What’s Treasury’s Next “Bazooka”?19:19 - Bitcoin & Gold20:43 - Rising Yields Threaten Stocks22:24 - Corporate Debt & Credit Warning23:42 - Fed vs. Treasury25:47 - Jackson Hole & Fed Outlook26:58 - Inflation Spreads to Food30:40 - Investment & Asset Outlook#BondMarket #TreasuryYields #FederalReserve

  8. 20 Aug

    Interest Rates Explode: 'Everything Blows Up' Once This Level Hits | Chris Vermeulen

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Vermeulen, Chief Market Strategist at The Technical Traders, Watch Chris' last interview: https://youtu.be/7bqs3hKc-fk*This video was recorded on August 20, 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 CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/?am_id=david8420YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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.3:08 - Gold Rally: Breakout or False Start?8:07 - Bitcoin Surges 17% — Is It Finally Waking Up?16:03 - 30-Year Yield Breakout & 8% Warning19:42 - S&P 500 and Nasdaq Price Targets24:45 - Gold Sentiment & Contrarian Warning28:02 - When to Sell Stocks and Raise Cash32:40 - Biggest Risks Investors Make After a Rally36:04 - How Chris Protects Capital Through Market Cycles#stocks #trading #investing

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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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