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. 2 hr ago

    Diesel Prices Explode; Are Your Grocery Bills Next? | Joel Salatin

    🔒 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/1571482669Joel Salatin, co-owner of Polyface Farms and best-selling author, discusses why food prices remain under pressure, how energy costs and farm policy are reshaping American agriculture, and what a more resilient food system could look like.Watch Joel's last interview: https://youtu.be/sGlK9x-PwNM*This video was recorded on September 2, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOEL SALATIN: Polyface Farm: https://polyfacefarms.com/X (@JoelSalatin): https://x.com/JoelSalatinFOLLOW 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.2:23 - Diesel, Oil & Grocery Prices8:37 - Can Grocery Stores Absorb Higher Costs?14:01 - Why Food Prices Move Differently17:22 - Fertilizer Crisis & Farm Bankruptcies23:48 - Farming Without Chemical Fertilizer26:07 - Subsidies, Government & Farm Survival39:24 - Why U.S. Cattle Herds Hit 75-Year Lows52:51 - How To Eat Healthy As Food Gets Expensive#food #economy #inflation

  2. 16 hr ago

    Rates To Jump 50 Basis Points: ‘Red Zone’ Next Warns Economist Steve Hanke

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, warns that Treasury yields and inflation could climb further as the Iran conflict escalates, while explaining what higher rates mean for bonds, housing, and the broader economy.*This video was recorded on September 2, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW 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 - Iran War Escalates, Oil Surges2:18 - Bond Market Signals Trouble3:55 - Inflation & Rising Treasury Yields8:21 - Iran Strikes U.S. Bases13:21 - Where Does the Iran War Go Next?16:03 - Oil, Inflation & the 10-Year Yield19:06 - Warsh’s Hawkish Fed Warning22:21 - Fed Rate Hike Coming?25:12 - Could the 10-Year Hit 5%?28:57 - What 5% Yields Mean for the Economy33:05 - Can the Fed Bring Yields Down?38:18 - Trump’s Venezuela Oil Deal44:22 - Will Venezuela Lower Oil Prices?48:03 - Hanke’s Plan for Venezuela50:30 - Ending Venezuela’s 380% Inflation#InterestRates #Inflation #BondMarket

  3. 21 hr ago

    Yields Explode, Fed To ‘Make A Big Blunder’ Hiking Into Oil Shock | David Rosenberg

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Rosenberg, President of Rosenberg Research & Associates, discusses rising Treasury yields, Fed policy, the economy’s reliance on AI and asset wealth, growing risks across stocks and housing, and the investment themes shaping his new portfolio strategy.Watch David's last interview: https://youtu.be/FGxU0ix2wEY*This video was recorded on September 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 ROSENBERG:Grab a Free Trail at Rosenberg Research: https://hub.rosenbergresearch.com/free-trialRosenberg Research: https://www.rosenbergresearch.com/X (@EconguyRosie): https://x.com/EconguyRosieEmail: information@rosenbergresearch.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.1:07 - Rosenberg’s New ETF & Investment Strategy4:10 - What’s Really Driving Treasury Yields Higher?13:50 - Treasury Intervention, Bond Buybacks & The 5% Level18:54 - Iran, Oil Prices & The September Fed Decision24:47 - Why Rosenberg Sees A Major Fed Policy Mistake31:56 - AI Boom vs. Weakness In The Broader Economy46:38 - Hard Assets, Bonds & The U.S. Dollar52:12 - Stocks, Housing & The Economic Risks Ahead#stocks #economy #investing

  4. 2 days ago

    Oil, Yields Surge Again: Expect Shortages, 'Much, Much Higher' Prices Next | Josh Young

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josh Young, CIO and Founder of Bison Interests, discusses rising oil prices, escalating Iran tensions, tightening global energy supplies, refining pressures, and the broader implications for inflation, consumers, and financial markets.Watch Josh's last interview: https://youtu.be/vnZOIkfQvGY*This video was recorded on September 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOSH YOUNG:X: https://x.com/JoshYoungBison Interests website: https://bisoninterests.com/Bison Insights newsletter: https://www.bisoninsights.info/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.2:21 - Why Oil Is Rising & EIA Data Concerns5:39 - U.S. Strikes, Iran Retaliation & Tanker Attacks9:17 - Hormuz Supply Risk & Depleting Oil Inventories13:13 - What Could Send Oil Much Higher?17:46 - Global Oil Reserves & the Vanishing Supply Cushion20:54 - $120 Oil: Impact on Consumers, Inflation & AI23:13 - Refining Crunch & Path to $110–$120 WTI25:22 - Venezuela Oil Deal & Fed Rate Outlook#oil #investing #economy

  5. 3 days ago

    Fed Rate Hike Shock: Why Markets Suddenly Fear September

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole message has revived September rate-hike fears, rattling stocks, gold, and Bitcoin as investors weigh persistent inflation, a resilient economy, and rising geopolitical risks.*This video was recorded on August 31, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 Warsh Signals Fed Has “Work To Do”1:04 September Rate Hike Odds Surge2:32 Will The Fed Actually Hike In September?4:06 Warsh’s Warning On Inflation4:54 Why Financial Conditions Aren’t Restrictive5:31 AI Boom Strengthens The Economy8:37 Labor Market Remains Resilient9:43 Fed Abandons Forward Guidance12:02 G20: Bessent, Iran & Global Economic Risks14:29 Warsh Sees A New Era Of “Secular Growth”#FederalReserve #InterestRates #StockMarket

  6. 3 days ago

    ‘Calm Before The Storm’: Violent Break Ahead, Here's What Moves First | 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, discusses the current market consolidation, shifting investor sentiment, and the technical outlook across stocks, gold, Bitcoin, bonds, oil, and real estate.Watch Chris' last interview: https://youtu.be/81UzjvXn2no*This video was recorded on August 31, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.1:42 - “Calm Before the Storm” Market Setup4:30 - Will Money Rotate From Gold Into Stocks?6:44 - Bitcoin vs. Gold: Which Outperforms?9:50 - Gold Hits Major Resistance11:47 - S&P 500 and Nasdaq Upside Targets16:58 - How to Spot the Next Breakout19:10 - Gold Miners, Bitcoin and the Biggest Market Surprise21:22 - Oil to $100, Inflation and Canadian Real Estate#stocks #trading #investing

  7. 3 days ago

    Trade War ‘Chaos’: How Bad Could The Economic Fallout Get? | Phil Magness

    🔒 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/1571482669Phillip W. Magness, Senior Research Fellow and David J. Theroux Chair in Political Economy at the Independent Institute, discuss escalating U.S. trade tensions, tariff policy, consumer costs, and the broader impact on America’s economy and global relationships.Watch Phil's last interview: https://youtu.be/z_U8pZs-Lus*This video was recorded on August 31, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 PHIL MAGNESS:X (@PhilWMagness): https://x.com/PhilWMagnessWebsite: https://philmagness.com/The Independent Institute website: https://www.independent.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 - Intro.1:28 - Trump’s Canada Test Case & Smoot-Hawley9:03 - Who Really Pays For Tariffs?12:37 - Supreme Court Ruling & Trump’s Tariff Workarounds14:42 - Why Tariffs Haven’t Triggered A Depression16:48 - Canada Tariffs Hit U.S. Cars & Housing19:10 - China, G20 & America’s Trade Strategy23:21 - Venezuela Oil, Iran & U.S. Foreign Policy26:03 - Tariff Backfire, Permanent Damage & Dollar “Chaos”#economy #tariffs #canada

  8. 4 days ago

    ‘Get Out’ Before 50% Bust: ‘We’re In Bottom Of A Bubble’ | Clem Chambers

    Learn more about Algo Grande (TSXV: ALGR | OTC: KNDYF) here: https://algo-grande.com/Clem Chambers, founder of ANewFN, discusses Bitcoin and crypto, Federal Reserve policy, inflation, the AI investment boom, market bubbles, and how technological change could reshape the economy and society.Watch Clem's last interview: https://youtu.be/qEWYbiwT1tk*This video was recorded on August 28, 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/@DavidLinReportClipsSubscribe 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 - Bitcoin Rally & $40K-$50K Forecast2:26 - Crypto Cycles, Gold & Money Supply5:23 - The Future of Blockchain9:26 - Hyperliquid & Investing vs. Trading11:47 - Live Reaction to the Fed at Jackson Hole16:03 - Money Printing & Inflation Ahead20:03 - AI Boom & Nasdaq Outlook26:10 - AI, Inequality & Social Change34:48 - Gold & the Coming Economic Explosion37:26 - “Bottom of a Bubble”: Ride It Before the Bust#economy #trading #stocks

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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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