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 day ago

    When And How Does The Iran War End? Expert Reveals The Endgame | Trita Parsi

    Start earning interest in gold: https://Monetary-Metals.com/LinTrita Parsi, Executive Vice President of The Quincy Institute, discuss the Iran war, control of the Strait of Hormuz, the limits of U.S. military options, Iran’s domestic politics, regional tensions, China’s role, and the diplomatic challenges facing both sides.Watch Trita's last interview: https://youtu.be/H6wxLuaC4Go*This video was recorded on August 13, 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 TRITA PARSI:Website: https://www.tritaparsi.com/Quincy Institute: https://quincyinst.org/Substack: https://tritaparsi.substack.com/X (@tparsi): https://x.com/tparsiFOLLOW 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.4:56 - Iran’s Government, Public Opinion & Regime Change9:24 - Iran’s Attacks on Gulf States & Regional Fallout11:45 - Iran’s Demands & Prospects for Negotiations13:49 - Can the Strait of Hormuz Be Bypassed?15:10 - Can the U.S. Force the Strait Open?16:37 - Why the Iran-U.S. Ceasefire Collapsed18:51 - China, Oil Markets & Pressure From Asia23:50 - Israel, Lebanon & When the Iran War Could End#geopolitics #iran #economy

  2. 1 day ago

    These Markets To Double Next, Gold To $9,000: The Debasement Trade Is Exploding | Jim Thorne

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, discusses how debt, interest rates, Japan’s currency stress, AI investment, inflation, Canada’s economy, and shifting monetary policy are reshaping global markets.Watch Jim's last interview: https://youtu.be/A30Ky6H3GCU*This video was recorded on August 11, 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 THORNE:Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/X (@DrJStrategy): https://twitter.com/DrJStrategyFOLLOW 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.6:38 - Japan, the Yen Carry Trade and Financial Risk10:41 - Yen Intervention and the Danger of High Rates15:33 - Canada’s Secular Stagnation and Housing Crisis21:22 - Yen Weakness, Treasuries and Yield Curve Control24:26 - Gold, Silver and Bitcoin33:31 - Inflation, Fed Policy and the Path to Rate Cuts38:24 - AI Capex Boom and the Next Market Leaders#stocks #investing #economy

  3. 2 days ago

    Massive Money Printing Alert: Next Asset To 'Vertical Moonshot' | Clem Chambers

    Start earning interest in gold: https://Monetary-Metals.com/LinClem Chambers, founder of A New FN, about the stock market rally, gold, copper, inflation, AI-driven investment, U.S.-China relations, and how liquidity and energy demand are reshaping global markets.Watch Clem's last video: https://youtu.be/12GGEIB4Tco*This video was recorded on August 12, 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 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 - Intro.2:40 - Why Xi’s U.S. Visit Could Move Markets4:29 - Strait of Hormuz, Iran & U.S. Strategy12:01 - Gold Rally: Is $8,000 Possible?15:12 - Why Copper Could Outperform Gold19:24 - AI Boom, Energy Demand & Copper Shortage29:35 - Semiconductors, Yen, Bitcoin & S&P 50037:07 - Money Printing, Inflation & Reindustrialization40:33 - Best Opportunities in the Coming Bubble#economy #trading #stocks

  4. 3 days ago

    Fund Manager Called Tech Wipeout, Now Warns Rally Is A ‘Trapdoor’ | Thomas Hayes

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Thomas Hayes, Managing Member of Great Hill Capital, discusses inflation, interest rates, the recent tech rebound, risks around the AI investment boom, and why he sees opportunities emerging outside the market’s most crowded trades.Watch Thomas' last interview: https://youtu.be/flsQGonVOLA*This video was recorded on August 12, 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 THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/YouTube: https://www.youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtipsFOLLOW 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.1:18 - Inflation, The Fed & Rate Cut Outlook4:37 - Bond Yields, The Fed & Yield Control8:44 - Yen Intervention & The Dollar Outlook11:05 - Why The AI Rally Is A “Dead Cat Bounce”20:35 - Where Hayes Is Rotating His Money27:08 - Tariffs, Buybacks & AI Spending33:38 - The $500 Billion AI Financing Risk45:03 - Stocks & Sectors That Can Survive AI#stocks #ai #investing

  5. 3 days ago

    These Markets To Double Next, Gold To $9,000: The Debasement Trade Is Exploding | Jim Thorne

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, discusses how debt, interest rates, Japan’s currency stress, AI investment, inflation, Canada’s economy, and shifting monetary policy are reshaping global markets.Watch Jim's last interview: https://youtu.be/A30Ky6H3GCU*This video was recorded on August 11, 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 THORNE:Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/X (@DrJStrategy): https://twitter.com/DrJStrategyFOLLOW 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.6:38 - Japan, the Yen Carry Trade and Financial Risk10:41 - Yen Intervention and the Danger of High Rates15:33 - Canada’s Secular Stagnation and Housing Crisis21:22 - Yen Weakness, Treasuries and Yield Curve Control24:26 - Gold, Silver and Bitcoin33:31 - Inflation, Fed Policy and the Path to Rate Cuts38:24 - AI Capex Boom and the Next Market Leaders#stocks #investing #economy

  6. 4 days ago

    Biggest Market Shift Now: ‘You’re Making A Mistake’ Ignoring These Assets | Ted Oakley

    🔒 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 Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses energy, interest rates, stock market valuations, commodities, precious metals, critical minerals, and how investors should think about risk and portfolio positioning in today’s market.Watch Ted's last interview: https://youtu.be/Eq8i5jLEnac*This video was recorded on August 11, 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 TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_AdvisorsYouTube: https://www.youtube.com/oxbowadvisorsTed's books: https://oxbowadvisors.com/books-2025-march/ 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.7:54 - Stocks, Bond Yields & Valuation Risks13:08 - Inflation & the Long End of the Yield Curve17:04 - Bullish Sentiment, Dip Buying & Market Risk21:00 - Earnings, Big Tech & Hyperscalers23:10 - Data Centers, Critical Minerals & Uranium30:02 - Precious Metals & When to Take Profits38:06 - Best & Worst Assets to Own Now#investing #economy #stocks

  7. 4 days ago

    'The Supercycle Is Not Coming, It's Here'; Frank Giustra & Ian Harris On Ultimate 'Shortage' Trade

    Frank Giustra, CEO of the Fiore Group, and Ian Harris, CEO of Copper Giant (TSXV: $CGNT | OTCQB: LBCMF) discuss the the global copper supply crunch, the strategic importance of critical minerals, Colombia’s changing mining landscape, and the development of Copper Giant’s Mocoa project.Check out Copper Giant's news releases here: https://www.coppergiant.co/blogWatch Frank's last interview: https://youtu.be/sh44MqlMVrcWatch Ian's last interview: https://youtu.be/w8go6M9sFmg*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 FRANK GIUSTRA:Website: https://frankgiustra.com/X(@Frank_Giustra): https://x.com/Frank_GiustraFOLLOW IAN HARRIS:X (@ianharrismining): https://x.com/IanHarrisMiningCopper Giant X(@Cu_Giant): https://x.com/Cu_GiantWebsite: https://coppergiant.co/Ian's What'sApp: +1 303 956 2944FOLLOW 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.4:27 - Why Colombia Could Become a Critical Copper Hub8:18 - U.S. Critical Mineral Stockpiling and Geopolitics12:17 - Copper Giant’s Rally and Colombia’s Political Shift19:46 - Mining Ownership, Regulation, and Nationalization Risk25:47 - $31M Financing, Trafigura Deal, and Shareholder Dilution36:41 - Frank Giustra’s Track Record and the Mocoa Opportunity42:45 - Is Copper the New Safe Haven? China’s Refining Dominance50:18 - Copper Giant’s Next Major Catalyst#investing #commodities #stocks

  8. 5 days ago

    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

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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.

Information

  • Creator
    The David Lin Report
  • Years Active
    2024 - 2026
  • Episodes
    955
  • Rating
    Clean
  • Copyright
    © The David Lin Report
  • Show Website
    The David Lin Report

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