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. -3 h

    Investor Called Chips Crash, Now Warns ‘We’re Nearing The End’ Of Stock Rally | Jim Welsh

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Welsh, Founder and Author of Macro Tides, breaks down the latest stock market rally, the strength of the U.S. economy, Fed policy, rising bond yields, semiconductor weakness, and the technical setup for gold and gold stocks.Watch Jim's last interview here: https://youtu.be/ctlD5rI3C6I*This video was recorded on August 7, 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 JIM WELSH:X (@jimwelshmacro): https://x.com/JimWelshMacroWebsite for Macro Tides: https://www.macrotides.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.2:05 - S&P 500 Rally & What Comes Next6:01 - Is The U.S. Economy Really Strong?8:20 - Jobs Report, Inflation & Fed Rate Hikes12:19 - Bond Yields & The Global Rate Shift16:41 - Semiconductor Rally: Recovery Or Retracement?25:28 - Gold Rally & Technical Outlook32:40 - Strait Of Hormuz & Geopolitical Market Risk35:56 - Fed Credibility, Forward Guidance & What Jim Is Trading#stocks #economy #trading

  2. -3 h

    Markets Surge: Where's The Top? Trader On Next Levels For Stocks, Gold | Kevin Steuer

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Kevin Steuer, Managing Partner of Stock TA, discusses the sudden rebound in stocks and gold, his outlook for tech, oil and precious metals, and why the AI boom faces major risks from high valuations, rising costs and America’s growing power and critical-minerals constraints.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 KEVIN STEUER:StockTA's X account: https://x.com/StockTAdotComStockTA's website: https://www.stockta.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 - Markets Rebound to Record Highs2:11 - What’s Driving the Rally?4:18 - Best Sectors and Trades Right Now7:59 - Tech and Software Outlook9:18 - Market Signals and Buying Opportunities14:09 - Oil, Inflation, and Market Risk16:09 - Gold Breakout and $4,600 Target20:47 - SpaceX and Tech Outlook22:40 - Bond Market and Fed Risks26:43 - How to Outperform This Market32:11 - Deflation Trade Reversal35:36 - AI Bubble and Chip Crash39:34 - America’s AI Power Problem#stocks #investing #markets

  3. -12 h

    'Japan’s Entire Market Is Insolvent’: Michael Gayed Called Yen Crash, Warns 'Real Panic' Next

    For more info on ICG Silver & Gold , check out: https://icgsilverand.gold/ Michael Gayed, Portfolio Manager for The Free Markets ETF, discusses the U.S. intervention in the yen, Japan’s carry-trade risks, oil and inflation, the outlook for gold and Treasuries, and why he sees growing risks for U.S. tech stocks.Watch Michael's last interview: https://youtu.be/eknwVAR-Wio*This video was recorded on August 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 MICHAEL GAYED:Lead-Lag Report: https://theleadlag.report/tdlr X (@leadlagreport): https://x.com/leadlagreportYouTube channel: https://www.youtube.com/@leadlagmediaFree Markets ETF website: https://freemarketsetf.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.3:44 - What Happens If Japan Sells Treasuries?7:12 - Why a Currency Crisis Could Hit Stocks9:02 - Can Yen Intervention Actually Work?12:23 - How Gayed Would Trade the Japan Crisis14:00 - U.S. Rates, Recession Risk & Oil17:13 - Why Oil Could Surprise Higher17:48 - Treasuries, Gold & the Reverse Carry Trade21:04 - Why Gayed Is Worried About Tech & AI#investing #economy #stocks

  4. -2 dias

    Bond Vigilantes Attack: Will They Crash Risk Assets Again? | Ed Yardeni

    🔒 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 Ed Yardeni, President of Yardeni Research, discusses bond markets, inflation, economic resilience, corporate earnings, AI investment, productivity, wages, and the forces shaping financial markets.Watch Dr. Yardeni's last interview: https://youtu.be/0rNLXroJmC4*This video was recorded on August 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 EDWARD YARDENI:Website: https://yardeni.com/Yardeni QuickTakes: https://www.yardeniquicktakes.com/X (@yardeni): https://x.com/yardeniFOLLOW 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.0:55 - Bond Vigilantes & Fed Policy7:19 - Bond Yields, Inflation & Debt Fears14:58 - Bond Yields, Nominal GDP & Global Markets18:12 - Japan, the Yen & Treasury Market Risks19:32 - Earnings Momentum & Market Valuations23:49 - AI Capex, Hyperscalers & Productivity27:21 - Wages & Inflation Expectations30:51 - Investing Across the AI Trade#stocks #investing #economy

  5. -3 dias

    Gold Explodes Above $4,300: Trader Called Bottom, Reveals Next Levels | Gary Wagner

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Gary Wagner, Editor of TheGoldForecast.com, breaks down the latest moves in gold and silver and explains how interest rates, oil, inflation, geopolitics, and market sentiment are shaping precious metals.Watch Gary's last interview: https://youtu.be/D6OJe2rdK9M*This video was recorded on August 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 GARY WAGNER:Use Code LIN for 30% off:The Gold Forecast: https://thegoldforecast.com/pricingX (@garyswagner): https://x.com/garyswagnerYouTube: https://www.youtube.com/@ThegoldforecastFOLLOW 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.1:51 - Gold’s Technical Setup and Recent Correction5:29 - What Triggered Gold’s Sudden Surge?10:17 - Key Gold Support and Resistance Levels16:31 - Silver Breakout and Price Levels to Watch19:31 - How Higher Interest Rates Could Impact Gold25:52 - Bond Vigilantes, Yields, and the Fed29:07 - Why Gold Reacted Strangely to Geopolitical Risk30:24 - Gary Wagner’s Short-Term Gold Outlook#gold #silver #investing

  6. -3 dias

    How Japan Could Trigger the Biggest Market Unwind in History

    For more info on ICG Silver & Gold , check out: https://icgsilverand.gold/ The historic U.S. intervention in the Japanese yen highlights the forces driving the currency’s decline and the growing risk that another yen carry trade unwind triggers major volatility across U.S. and global markets.*This video was recorded on August 5, 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 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.#economy #investing #japan

  7. -3 dias

    U.S. Bails Out Japan From Crisis; What It Means For Markets | David Nicoski

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Nicoski, CIO of Vermilion Research, discusses shifting market leadership, global currency and bond risks, oil volatility, consumer spending, and the sectors gaining strength.*This video was recorded on August 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 DAVID NICOSKI:X: https://x.com/davevermilionSubstack: https://substack.com/@vermilionresearchWebsite: https://vermilioncap.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.1:50 - Korea’s Crash and the Warning for U.S. Stocks7:42 - Semiconductor and AI Stocks at Risk12:30 - Why the U.S. Intervened in Japan’s Yen Crisis17:47 - Dollar Weakness and the Threat to U.S. Markets21:32 - Oil, Energy Stocks, Inflation, and Bond Yields25:48 - Consumer Weakness and the Stock Picker’s Market30:53 - Best Sectors to Own as Money Leaves Tech34:12 - Is Gold Building a Bottom?#economy #investing #stocks

  8. -4 dias

    Yen Bailout Failing? Are Bond Vigilantes Back? Economist Steve Hanke Answers

    🔒 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 Steve Hanke, Professor of Applied Economics at Johns Hopkins University, explains the U.S. intervention in the yen, Japan’s currency weakness, lessons from the Asian financial crisis, and the forces driving U.S. bond yields and inflation.Watch Prof. Hanke's last interview: https://youtu.be/X_D5weq9KrY*This video was recorded on August 5, 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 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 - Intro.7:27 - Why the Yen Intervention May Backfire11:41 - The Fundamentals Driving Yen Weakness19:05 - Why the U.S. Sold Euros to Buy Yen23:30 - The Yen Carry Trade and U.S. Markets29:06 - Lessons From the Asian Financial Crisis41:41 - Bond Vigilantes Return as Yields Surge46:00 - Inflation, Borrowing Costs, and Bank Profits#economy #investing #inflation

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Apresentadores e convidados

Sobre

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.

Informação

  • Autoria
    The David Lin Report
  • Anos em atividade
    2024 - 2026
  • Episódios
    948
  • Classificação
    Para todos
  • Copyright
    © The David Lin Report
  • Site do programa
    The David Lin Report

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