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. 18 HR AGO

    ‘Worst Outcomes’ Aren’t Priced In, Fund Manager Reveals What Breaks Next | Adrian Day

    Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Watch Adrian's last interview with David: https://youtu.be/R7L6c6VJbJgAdrian Day, President of Adrian Day Asset Management, discusses the systemic risks facing markets from rising oil prices and geopolitical conflict, the growing stress in private credit, and where he sees opportunity across gold, commodities, and international stocks.*This video was recorded on April 4, 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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.0:55 - System risks and higher oil6:08 - Labor market9:10 - Bond yields and rate cut expectations14:02 - Biggest risks: private credit and Iran20:04 - Selling oil stocks25:46 - Gold36:08 - Top holdings#gold #investing #economy

    41 min

  2. 19 HR AGO

    'One More Shoe To Drop': Investor Reveals Shocking Targets For Stocks, Gold | Jim Welsh

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+ Watch Jim's last interview here: https://youtu.be/dhvLASiPZUQJim Welsh, Founder and Author of Macro Tides, discusses how the ongoing Middle East conflict is driving his outlook on stocks, oil, gold, and the dollar, and what rising energy costs mean for the Fed, the labor market, and everyday Americans.*This video was recorded on April 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 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.1:08 - S&P500 outlook within Iran context4:15 - Pricing in the war and off-ramp10:07 - Oil and Trump’s strategy12:55 - Market drivers and midterms15:51 - The Fed, gold, the dollar29:28 - Anything cheap right now31:13 - Labor market and inflation#stocks #economy #trading

    41 min

  3. 19 HR AGO

    Brink Of Another Major Crash? What Everyone Gets Wrong About Gold, Silver

    Shawn Khunkhun and Rick Van Nieuwenhuyse, executives of Contanco Silver & Gold Inc. (NYSE-A: CTGO), explain why a major gold-silver merger signals the start of a new cycle—not the peak—amid tightening supply, rising demand, and a shift toward high-grade, cash-flow-driven production.*This video was recorded on March 31, 2026 and is sponsored by Contango Silver & GoldSubscribe 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 CONTANGO:Website: https://contangoore.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 - Intro1:39 - Merger: what it means for mining6:55 - Gold, silver, and the cycle outlook9:26 - Grades, scarcity, and the mining model12:20 - Why this merger works17:34 - Growth, execution, and de-risking22:20 - What comes next#gold #stocks #investing

    24 min

  4. 3 DAYS AGO

    Rents Are Crashing And Your Landlord Knows It, Here’s How To Negotiate | Ron Butler

    🔒 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/1571482669Ron Butler, Principal Mortgage Broker at Butler Mortgage and Host of The Angry Mortgage podcast, discusses the forces shaping the US and Canadian housing markets, including mortgage rates, regional disparities, rental dynamics, and the role of energy in North America's economic outlook. Watch Ron's last interview with David: https://youtu.be/ZKgzDBt4RCA*This video was recorded on April 2, 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-reportRON BUTLER:Butler Mortgage: https://www.butlermortgage.ca/Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-XgX (@ronmortgageguy): https://x.com/ronmortgageguyFOLLOW 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.0:50 - Iran war, Warsh nomination, mortgage rates4:23 - Why US home prices stay high6:33 - US housing supply gap9:34 - Regional housing markets and labor shocks14:07 - Rate thresholds, demand, and market stagnation19:28 - Canadian rental market24:30 - Population growth and decline and Canadian mortgage outlook28:05 - Tariffs, trade, and Canada’s energy future#economy #realestate #investing

    34 min

  5. 4 DAYS AGO

    Biggest Supply Shock Since The 1970s? Harvard Economist’s ‘Painful’ Reveal | Kenneth Rogoff

    Start earning interest in gold: https://Monetary-Metals.com/LinKenneth Rogoff, Professor of Economics and Maurits C. Boas Chair of International Economics at Harvard University, discusses the US debt crisis, the future of the dollar as the global reserve currency, the economic fallout from the Iran war, and whether America can maintain its position as the world's dominant power.*This video was recorded on March 30, 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 KEN ROGOFF:X: https://x.com/krogoffHarvard: https://rogoff.scholars.harvard.edu/Writing at Project Syndicate: https://www.project-syndicate.org/columnist/kenneth-rogoff"Our Dollar, Your Problem" book: https://www.amazon.com/Our-Dollar-Your-Problem-Turbulent/dp/B0F8RDWH6JFOLLOW 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.1:01 - US Debt crisis5:48 - Supply shock8:53 - How has the world fundamentally changed?10:20 - Globalization, tariffs, and critical minerals14:22 - The dollar’s decline and de-dollarization23:27 - Gold and the future of money26:08 - The dollar 29:51 - De-industrialization32:30 - Can America remain the global hegemon?34:40 - What Ken Rogoff worries about#economy #dollar #investing

    43 min

  6. 4 DAYS AGO

    Are Markets Forecasting Recession? Economist Reveals Biggest Risks | Peter Berezin

    🔒 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/1571482669Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, discusses how the Iran conflict, oil prices, and AI disruption are reshaping the outlook for stocks, gold, the dollar, and the broader economy.Watch Peter's last interview with David: https://youtu.be/TN6TzMPYqXk*This video was recorded on April 1, 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 PETER BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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.0:41 - Buying opportunity in the pullback2:54 - Oil supply disruption and the $200 scenario4:46 - Military escalation and resolution9:22 - How markets are pricing in geopolitical risk11:45 - Economic outlook and top assets16:02 - Dollar and gold20:07 - AI threat25:53 - Top 2026 IPOs and AI jobs debate#investing #economy #gold

    30 min

  7. 5 DAYS AGO

    Investor Called The War, Now Sold Everything: This Is What Breaks Next | Clem Chambers

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Clem Chambers, Founder of ANewFN, discusses what's next for the Iran war and why he sold everything last week. *This video was recorded on March 31, 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 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 - Intro2:35 - Why Clem sold everything7:17 - Bitcoin, gold, and war signals10:23 - War outlook and Hormuz risk18:00 - NATO, Europe, and the geopolitical shift24:00 - Markets, volatility, and what Clem is watching29:36 - Defense, AI, and tech winners38:22 - Agentic AI43:14 - Clem’s work#investing #economy #iran

    44 min

  8. 5 DAYS AGO

    'Significant Disruption' Coming: Make $100k/Month Or Lose Your Job | Sahil Bloom ​

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sahil Bloom, Managing Partner at SRB Ventures, explains how AI will disrupt the job market while creating new opportunities for individuals to build high-income side hustles and adapt to a rapidly changing economy.*This video was recorded on March 27, 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 SAHIL BLOOM:Website: https://www.sahilbloom.com/Instagram: https://www.instagram.com/sahilbloom/X (@SahilBloom): https://x.com/SahilBloomFOLLOW 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 - Intro1:44 - Sahil’s carerr6:10 - How to make money in 20269:19 - Using AI to make money12:49 - Layoffs in tech15:41 - Top AI model in 2026 18:55 - Which jobs will survive?22:24 - Venture capital opportunities26:40 - Robotics 27:38 - 5 Types of wealth#tech #investing #ai

    30 min
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Hosts & Guests

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.

Information

  • Creator
    The David Lin Report
  • Years Active
    2024 - 2026
  • Episodes
    800
  • Rating
    Clean
  • Copyright
    © The David Lin Report
  • Show Website
    The David Lin Report

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