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

    Economy’s Bombshell: What Markets Aren’t Telling You | Eric Basmajian

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, explains how housing, manufacturing, savings, corporate profits, and Fed policy are shaping the economy and creating a divide between asset owners and everyone else.Watch Eric's last interview: https://youtu.be/p-9rjdU5X08*This video was recorded on July 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 - Housing, Stocks, and the Business Cycle2:33 - Why Stocks Don’t Lead Recessions6:12 - Oil Shocks and Economic Weakness9:15 - Manufacturing, AI, and Cyclical Signals14:27 - Mortgage Rates and Homebuilder Pressure19:11 - The Real Housing Affordability Problem23:31 - America’s Savings Gap and Foreign Capital27:32 - Productivity, Profits, and the K-Shaped Economy37:43 - Fed Policy, Asset Bubbles, and Market Risk#economy #housing #stocks

    47 min
  2. 1 day ago

    Is Market On Verge Of Collapse? Strategist Reveals Real Drivers And Riskiest Sector | Chris Galipeau

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Galipeau, Head Market Strategist at Franklin Templeton, discusses market leadership, earnings, AI spending, the economy, Fed policy, and how investors can stay focused through volatility. *This video was recorded on July 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 CHRIS GALIPEAU:Franklin Templeton's X: https://x.com/FTI_USLinkedIn: https://www.linkedin.com/in/chrisgalipeau/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 - Market Risks, Fed, and Earnings Preview2:06 - Market Rotation Or Broadening Rally?4:29 - Q2 Earnings And AI Productivity6:35 - Tech Capex, AI ROI, And Mag 7 Valuations10:57 - Geopolitics, Oil, And Market Noise13:10 - Bank Earnings And Consumer Strength16:26 - Semiconductor Warning And Crowded Trades19:21 - Fed Policy, Inflation, And Jobs Data25:02 - U.S. Economy, Sell America, And Pullback Strategy#investing #trading #economy

    33 min
  3. 1 day ago

    Binance CEO Reveals Bitcoin’s Next Big Move, Future Of Trading | Richard Teng

    🔒 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/1571482669Binance Co-CEO Richard Teng discusses how the crypto market is maturing, the company's expansion into a broader financial platform, its regulatory situation in Europe and the United States, and what Singapore's rise can teach other economies.Watch Richard's last interview with David: https://youtu.be/GIcuz4sAEfQ*This video was recorded on June 29, 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 RICHARD TENG AND BINANCE:Website: https://www.binance.com/enU.S. site: https://www.binance.us/X (@Binance): https://x.com/binanceX(@_RichardTeng): https://x.com/_RichardTengFOLLOW 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’s Changing Investor Base2:09 - How Binance Users Have Evolved4:00 - Bitcoin, AI, and Capital Rotation8:26 - How Blockchain and AI Could Converge10:07 - Binance’s Push Beyond Crypto15:24 - Tokenized Stocks and 24/7 Trading20:22 - Binance’s Europe Regulatory Challenge29:06 - Could Binance Re-Enter the U.S.?35:21 - Binance’s Financial Super App Ambition39:14 - Singapore’s Economic Transformation#binance #crypto #investing

    48 min
  4. 1 day ago

    Economy Flashing 1930s Warning Signs Warns Economist | EJ Antoni

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+E.J Antoni, Chief Economist at The Heritage Foundation, discuss whether big tech should be broken up, the fate of North American free trade, the reliability of government inflation data, and the effect of artificial intelligence on jobs and society.*This video was recorded on June 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 EJ ANTONI:X: https://x.com/RealEJAntoniThe Heritage Foundation: https://www.heritage.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 - Introduction: Trade, Inflation, AI, and Jobs1:00 - Is North American Free Trade Ending?4:51 - Tariffs and the U.S. Growth Outlook9:26 - Inflation Data and BLS Accuracy15:28 - Consumer Confidence and Oil Prices20:05 - How the Fed Should Handle Supply Shocks21:00 - Big Tech, AI Regulation, and Data Centers24:37 - AI’s Impact on Jobs28:17 - Deepfakes, Courts, Trades, and Future Warfare#economy #investing #inflation

    33 min
  5. 2 days ago

    ‘Economic Catastrophe' If This Continues, Only One Way Out Says 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, discusses market manipulation and "big players" theory, oil and gas prices, the Strait of Hormuz, inflation and Fed policy, wealth inequality, billionaires, and the minimum wage.*This video was recorded on June 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 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 - Introduction: Gas Prices, Market Manipulation, and Economic Outlook2:07 - Trump’s Gas Price Target and Prediction Markets3:35 - Oil Prices, Iran, and the Strait of Hormuz7:15 - Big Players, Regime Uncertainty, and Market Volatility12:09 - Trump’s Market Comments and Manipulation Concerns14:48 - Noise Trading, Rumors, and Oil Market Overshooting18:09 - Gasoline Prices, Refining Margins, and Government Intervention21:38 - Inflation, the Fed, and the Case Against Rate Cuts31:09 - Wealth Inequality, Billionaires, and the Money Supply#economy #investing #inflation

    52 min
  6. 3 days ago

    Bull Market Could 'Unwind Quickly': Strategist Reveals Trigger | Sam Burns

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Sam Burns, Chief Strategist of Mill Street Research, breaks down what is currently driving the stock market and what that means for the Federal Reserve, inflation, oil prices, and the broader economy.*This video was recorded on June 29, 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 SAM BURNS:Mill Street Research: https://www.millstreetresearch.com/Twitter (@MillStResearch): https://twitter.com/MillStResearchFOLLOW 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: Markets, Inflation, and the Fed2:28 - AI’s Role in the Stock Market Rally6:47 - Why Inflation Hasn’t Broken Stocks8:39 - Oil, CPI, and the Fed’s Calculus16:48 - Consumers, Wages, and Living Standards20:40 - Interest Rates and Market Impact22:55 - Portfolio Rotation and Market Leadership26:19 - Recession Risk and the Labor Market34:04 - Unusual Economic Indicators and Travel Demand#investing #stocks #economy

    40 min
  7. 3 days ago

    $7,000 Gold, $180k Bitcoin, $200 Silver; Hard Assets Go 'Ballistic' | Lawrence Lepard

    Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals!Lawrence Lepard, Managing Partner of Equity Management Associates, discuss government debt, money printing, and the Federal Reserve, and what they could mean for gold, silver, and Bitcoin.*This video was recorded on June 29, 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 LAWRENCE LEPARD:Equity Management Associates: https://ema2.com/X (@LawrenceLepard): https://x.com/LawrenceLepardFOLLOW 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, Silver & Bitcoin Price Targets0:08 - Lepard’s Previous Big Call2:15 - Why The Debasement Trade Took Off4:22 - Bitcoin Bottom, Gold & Silver Forecasts6:41 - What Is The Debasement Trade?9:39 - Why Inflation Is Rising As Gold Falls12:46 - How The Fed Could Cut Into Hot CPI16:13 - AI Bubble, SpaceX Mania & “Trade Of The Decade”17:29 - Currency Reset & Sound Money Endgame23:23 - AI, Leverage & The Next Big Print27:00 - Debt, Liquidity & Government Spending30:07 - Fed Pivot Could Send Assets “Ballistic”32:27 - What Lepard Is Buying Now38:08 - China Buying Gold & Dollar Warning39:52 - When To Sell Gold And Silver Miners#economy #gold #bitcoin

    45 min
  8. 3 days ago

    Gold Crash Not Over Says Analyst Who Called Drop, Here's How Low It Gets | Jeff Christian

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Jeff Christian, Managing Partner of CPM Group, examines the recent decline in gold, silver, and platinum and discusses the larger economic and political forces shaping these markets.Watch Jeff's last interview: https://youtu.be/izypQkV0ShU*This video was recorded on June 29, 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 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, Silver, And Metals Outlook1:15 - Is This A 2012-Style Gold Crash?4:11 - Higher Rates And Precious Metals5:44 - Why Metals Are Moving Together9:10 - Are Central Banks Dumping Gold?14:20 - Gold, The Dollar, And Reserve Diversification20:27 - Why The Dollar Is Still Rising21:50 - Gold ETF Outflows And Investor Demand25:10 - Copper, Stocks, And The Real Economy27:55 - Silver Crash, JP Morgan, And Market Narratives31:27 - Critical Minerals And Deglobalization34:13 - Jeff’s Top Metals For 2026#gold #silver #investing

    37 min

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.

You Might Also Like