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. قبل ساعة واحدة

    Market Warning: ‘Topping Phase’ Reached Says Cycle | Richard Smith

    Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offDr. Richard Smith, Chairman of the Board and Executive Director at the Foundation for the Study of Cycles, argues that historical economic cycles indicate the US faces rising interest rates, persistent inflation, and potential dollar instability due to record debt levels.*This video was recorded on September 29, 2025.Subscribe 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 SMITH:X (@studyofcycles): https://x.com/studyofcyclesYouTube: https://www.youtube.com/@FSCtvNewsletter: https://cycles.org/free-newsletter/Foundation For The Study Of Cycles website: https://cycles.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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:22 - Foundation For The Study of Cycles3:06 - Why economic cycles happen and relationship to patterns4:24 - $37 Trillion debt and the historical context9:10 - 10-year treasury yields, CPI, and inflation cycle12:12 - Impact on stock markets and risk assets, S&P 500 cycle16:04 - Cycle timing vs. Magnitude and what happens next18:30 - GDP growth vs. Debt growth debate20:04 - The future of the US dollar and treasuries 23:52 - Long term cycles and overrides27:10 - China-US decoupling, treasury demand, return to gold standard29:19 - Bitcoin cycle analysis#investing #cycles #economy

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  2. قبل ٣ ساعات

    Gold To $8,900, Silver To ‘Triple Digits’, Here's When | Ronald-Peter Stoeferle

    Ronald-Peter Stoeferle, Managing Partner of Incrementum AG, explains why he thinks gold could reach $8,900 by 2030 due to rising inflation and central banks buying massive amounts of gold as a safe haven.*This video was recorded on September 11, 2025.Subscribe 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 RONALD-PETER STOEFERLE:In Gold we Trust 2025 – Full version: https://ingoldwetrust.report/wp-content/uploads/2025/05/In-Gold-We-Trust-report-2025-english.pdfIn Gold we Trust 2025 – Compact version: https://ingoldwetrust.report/wp-content/uploads/2025/05/In-Gold-We-Trust-Report-2025-Compact-Version-english.pdfLink to Monthly Gold Compass: https://ingoldwetrust.report/igwt-gold-compass/?lang=enSubscription Link: https://ingoldwetrust.report/subscribe/?lang=enRonald-Peter Stoeferel Twitter (@RonStoeferle): https://x.com/RonStoeferleIn Gold We Trust Twitter (@IGWTreport): https://x.com/IGWTreportWebpage IGWT-report: https://ingoldwetrust.report/?lang=enWebpage Incrementum: https://www.incrementum.li/en/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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:18 - September CPI data and Stagflationary environment4:31 - Labor market weakness vs. rising inflation5:54 - Why gold, bitcoin, and stocks rose together8:29 - Gold and sports analogies13:41 - Primary drivers of gold16:19 - Bitcoin vs. gold#economy #investing #gold

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  3. قبل ٥ ساعات

    ‘Strongest Buyer’s Market’ In A Decade: Redfin CEO On Falling Home Prices | Glenn Kelman

    Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offGlenn Kelman, CEO of Redfin, explains that the housing market in 2025 favors buyers more than any time in the past decade, but the outlook for 2026 remains highly uncertain.Watch Glenn's last interview with David: https://www.youtube.com/watch?v=cmcCMzKMqCM*This video was recorded on September 29, 2025.Subscribe 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 GLENN KELMAN:Redfin: Website: https://www.redfin.com/Twitter (@glennkelman): https://x.com/glennkelmanFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:47 - Housing crisis and new home sales4:32 - Government’s role in housing construction7:04 - Fed pivot impact on housing9:30 - Home price growth vs. Builder price cuts10:52 - Regional market variations and migration patterns13:08 - Summer 2025: strongest buyers market in a decade15:57 - Buyers gain $20k in purchasing power17:57 - Single family homes vs condos19:07 - Tariffs impact on housing costs and proposed policy solutions24:17 - Developer incentives and market forces25:57 - 2026 housing market forecast and ownership costs#housing #realestate #economy

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  4. قبل يوم واحد

    ‘Beginning Of The End' For Banks: Here's What's Next | Sandy Kaul

    Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Sandy Kaul, Executive Vice President & Head of Innovation at Franklin Templeton, explains how blockchain technology is transforming traditional investing through asset tokenization and new regulations that make crypto products more accessible.Watch Sandy's last interview with David: https://www.youtube.com/watch?v=ET9rLIzyW3k*This video was recorded on September 25, 2025.Subscribe 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 SANDY KAUL:LinkedIn: https://www.linkedin.com/in/sandy-kaul/X (@FTDA_US): https://x.com/FTDA_USFranklin Templeton website: https://www.franklintempleton.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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:24 - Regulatory and ETF developments since March4:30 - Investor protection and listing criteria6:58 - XRP, Solana ETFs and Stablecoins10:15 - Blockchain and tokenization14:55 - Crypto in 401(k) retirement plans16:33 - Tokenizing assets and payment systems22:04 - Franklin Templeton and Binance partnership25:37 - The future of ETF offerings27:33 - Revenue models for tokenized assets and auditing mechanisms30:36 - Bitcoin strategic reserves and volatility concerns33:31 - Tokenization of sovereign debt and next innovations#bitcoin #crypto #investing

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  5. قبل يوم واحد

    Gold To $10,000 While This Asset Doubles: CEO On Start Of Supercycle Frenzy

    Ian Harris, CEO of Copper Giant, predicts copper could reach $10 per pound due to massive demand from AI data centers and a global supply shortage, and he believes his Colombian Macoa project is positioned to capitalize on this trend.Find more out about Copper Giant (TSXV: $CGNT | OTCQB: LBCMF) at https://coppergiant.co/Watch Ian's last interview with David: https://www.youtube.com/watch?v=Mnr80X50EKc*This video was recorded on September 9, 2025 and is sponsored by Copper Giant (TSXV: $CGNT | OTCQB: LBCMF).Subscribe 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 IAN HARRIS:X (@ianharrismining): https://x.com/IanHarrisMiningCopper Giant X(@Cu_Giant): https://x.com/Cu_GiantWebsite: https://coppergiant.co/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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:29 - Copper volatility and market overview3:34 - Market disconnect, deglobalization, and AI data centers7:54 - China’s smelting dominance, U.S. response, and copper price analysis10:13 - Second largest mining merger ever12:15 - Government response and AI arms race15:15 - New copper, and Columbia project23:48 - $10 copper and government response26:33 - Gold, silver and merger mania31:51 - Copper as economic barometer#copper #mining #investing

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  6. قبل يومين

    US Empire Is ‘Over’: Richard Wolff On The Next Global ‘Policeman’, New Alliances

    Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offRichard Wolff, Co-Founder of Democracy At Work, claims that America is losing global power to China and that European fears about Russia are mostly political theater.Watch Prof. Wolff's last interview with David: https://www.youtube.com/watch?v=w2Fv-CBDmfY*This video was recorded on September 26, 2025.Subscribe 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 D. WOLFF:Richard Wolff website: https://www.rdwolff.comTwitter (@profwolff): https://twitter.com/profwolffDemocracy At Work: https://www.youtube.com/@democracyatwrkFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:46 - Russian drone incursions into Europe12:45 - NATO response strategy16:29 - Wedge between Europe and U.S.19:42 - Ukraine conflict analysis26:34 - Trump’s Gaza policy30:28 - Devolve into anti-semitism? 32:30 - Israel-Taiwan relations and China37:46 - U.S. isolation and multipolar world order40:04 - American hegemony and “military Keynesianism”51:36 - Future global leadership#trump #china #geopolitics

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  7. قبل يومين

    Stablecoins to $4 Trillion? Chainlink Founder Sergey Nazarov On Future Of Finance

    Upexi is building one of the largest Solana treasuries. Learn more: https://ir.upexi.com/This distribution was conducted on behalf of Upexi, Inc. (NASDAQ: UPXI) and was funded by Outside The Box Capital Inc. after David Lin was engaged by Outside The Box Capital Inc. to advertise for Upexi, Inc. (NASDAQ: UPXI)For our full disclaimer, please visit: https://bit.ly/4mvfWHLSergey Nazarov, Founder of Chainlink, discusses the next generation of the financial system. *This video was recorded on September 22, 2025Subscribe 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 SERGEY NAZAROV:Chainlink: https://chain.link/X (@chainlink): https://x.com/chainlinkX (@SergeyNazarov): https://x.com/SergeyNazarovFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:32 - Fed pivot and DeFi4:23 - Capital flows into stablecoins 8:50 - Algo vs reserve stablecoins 10:55 - Growth of stablecoins 13:56 - U.S. using crypto to devalue debt? 16:00 - How will stablecoins change the economy?19:20 - Chainlink’s partnership with banks 25:00 - Tokenization of securities 27:00 - ISO 2002229:18 - Technology of tokenization 31:39 - Chainlink and economic data 34:17 - Next crypto legislation 36:00 - Blockchain backs whole financial system 39:00 - Blockchain and economic sanctions #bitcoin #crypto #investing

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  8. قبل يومين

    China Controls 80% of Batteries: Can North America Catch Up?

    John Passalacqua, CEO and Director of First Phosphate Corp. (CSE: PHOS | OTCQX: FRSPF), discusses the future of battery demand, and how critical lithium iron phosphate (LFP) batteries are to the global industrial supply chain. *This video was recorded on September 26, 2025 and is sponsored by First Phosphate Corp.Subscribe 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 FIRST PHOSPHATE CORP.:Website: https://firstphosphate.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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – Intro0:25 – China’s Battery Grip1:24 – Tesla’s $4.3B Deal2:15 – EVs vs. Energy Storage3:01 – AI & Grid Demand5:03 – Battery Demand Boom6:15 – LFP Safety & Cost Edge8:15 – Phosphate Bottleneck9:18 – Tesla’s Supply Risk10:46 – First North American LFP Cells14:35 – Quebec Deposit17:13 – Economics & CapEx21:04 – Government Support22:20 – Timeline to Production24:25 – Funding Plans25:49 – Shareholder structure 29:11 – CEO Background30:26 – What’s Next#stocks #investing #economy

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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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