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. 1 hr ago

    Why Are Markets Tanking On Fed's Jackson Hole Speech? Major Surprise Revealed | Collin Martin

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Collin Martin, Head of Fixed Income Strategy at Charles Schwab, discusses Kevin Warsh's Jackson Hole speech and its market impact, as well as the the direction of interest rates.*This video was recorded on August 28, 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 COLLIN MARTIN:Charles Schwab insights: https://www.schwab.com/learnX (@CollinMartinCS): https://x.com/CollinMartinCSFOLLOW 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 - Market Bloodbath After Jackson Hole2:00 - Fed’s Hawkish Inflation Warning4:40 - Is a September Rate Hike Coming?8:04 - Why Stocks, Gold & Bitcoin Sold Off10:42 - Treasury’s Bond Buyback Intervention15:13 - Can Treasury Bring Yields Down?17:51 - Corporate Credit & AI Debt Risks22:58 - Inflation Outlook & TIPS25:02 - AI Hyperscalers’ Massive Debt Boom27:03 - Are Treasury Yields Entering the Danger Zone?#JacksonHole #FederalReserve #InterestRate

  2. 2 hr ago

    50% Tariff Attack: Canada, U.S. Brace For 'Massive Pain'

    Start earning interest in gold: https://Monetary-Metals.com/LinFollowing the collapse of trade negotiations and the implementation of heavy U.S. tariffs on Canadian goods, Canada announced retaliatory counter-tariffs and economic support packages, sparking a high-stakes trade conflict between the two nations.Complete list of U.S. products subject to counter tariffs: https://www.canada.ca/en/department-finance/programs/international-trade-finance-policy/canadas-response-us-tariffs/complete-list-us-products-subject-to-counter-tariffs.html *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 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 - Canada Retaliates Against U.S. Tariffs2:25 - Canada Threatens Energy Retaliation4:02 - Trump Escalates Trade Fight8:26 - Why Trade Talks Collapsed13:26 - How the Trade War Started17:27 - 87,000 Canadian Jobs at Risk20:35 - Tariffs Hit U.S. Consumers22:12 - Auto Industry Faces Bigger Threat23:15 - Canada’s Stagflation Risk29:45 - Is This Midterm Political Theater?#tariffs #canada #tradewar

  3. 21 hr ago

    Market Bubble Trigger: 'Immediate Recession' Once This Happens Says Big Short's Steve Eisman

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Eisman, Host of The Real Eisman Playbook, discusses the growing dependence of the U.S. economy and markets on AI, the risks surrounding OpenAI and Anthropic, Treasury debt, interest rates, banking stability, and lessons from past financial crises*This video was recorded on August 27, 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 STEVE EISMAN:X: https://x.com/realsteveeismanSubstack: https://realeismanplaybook.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.0:00 - Intro.2:35 - The Big Short and Steve Carell3:32 - Is AI the Biggest Risk to the U.S. Economy?5:48 - OpenAI vs. Anthropic: Key Metrics to Watch9:27 - Treasury Intervention and Interest Rates11:23 - OpenAI Risk and Protecting Your Portfolio14:20 - U.S. Debt, Deficits and Treasury Dominance18:54 - Markets, AI Concentration and Chinese Competition25:21 - Leverage, Bank Safety and Housing Risks#investing #economy #AI

  4. 1 day 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

  5. 3 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

  6. 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

  7. 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

  8. 4 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

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About

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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  • Creator
    The David Lin Report
  • Years Active
    2024 - 2026
  • Episodes
    972
  • Rating
    Clean
  • Copyright
    © The David Lin Report
  • Show Website
    The David Lin Report

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