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. 2h ago

    Bond Market About To Flip: A Major Shakeup Is Coming | 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, discusses growing risks in the stock market, weakening semiconductor stocks, rising bond yields, and the Federal Reserve’s inflation battle, while examining whether the AI boom can sustain the economy and how today’s markets compare with the 1987 crash.Watch Jim's last interview here: https://youtu.be/G9peC5ZZMuo*This video was recorded on October 19, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.2:28 – Tech Rebound Or Dead Cat Bounce?3:59 – Semiconductor Stocks Flash Warning Signs8:04 – Bond Market Nears A Major Reversal15:14 – Global Bond Selloff: Where Is The Money Going?18:01 – Could Another 1987 Crash Happen?22:55 – What Could Trigger The Next Bear Market?24:24 – Fed Rate Hikes: October Vs. December29:25 – AI Boom: Productivity, Jobs, And Bubble Risks#stocks #economy #trading

  2. 3h ago

    Your Paycheck In 2027: Will You Get A Raise Or Get Laid Off? | Holly Wade

    *This video was recorded on October 16, 2026 and is sponsored by Greenland Mines (NASDAQ: GRML)Check out the company's presentation https://ir.greenlandmines.com/assets/uploads/2026/08/GRML-Corporate-Deck-August-2026_compressed.pdfCheck out the company's latest news https://ir.greenlandmines.com/press-releases/Check out the company's mining disclosures and reports https://greenlandmines.com/projects/skaergaard-site/ and https://greenlandmines.com/projects/sarfartoq-site/Check out the company’s Forward-Looking Statements and Important info https://www.goldstandardir.com/GRMLForward/Contact the company directly here: ir@greenlandmines.com"We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. David Lin has been compensated two thousand five hundred dollars for video content, on behalf of Greenland Mines and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/GRML-233 For our full disclaimer, please visit: https://www.wallacehillpartners.com/policy. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies' SEDAR and SEC filings, press releases, and risk disclosures."Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NFIB:Website: https://www.nfib.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/ DISCLAIMER: 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 - Small Business Warning Signs1:25 - Business Optimism Declines3:54 - Inflation & Labor Shortages4:55 - Are Wages Going Higher?9:31 - Economic Uncertainty12:30 - Hiring Crisis14:52 - Inflation & Rising Prices18:11 - Small Businesses Under Pressure20:27 - GDP Growth vs. Main Street23:06 - Elections & Economic Risks24:57 - Is AI Replacing Workers?30:39 - Tariffs & Profit Margins35:09 - AI Boom & Construction Jobs36:54 - Which Jobs Pay More?38:16 - Business Health Warning

  3. 3d ago

    Panic Selling Continues; Trader Dumps Stocks Before Next 20% Drop | Chris Vermeulen

    🔒 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/1571482669Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, discusses rising bond yields, the rotation out of technology stocks, downside risks for gold and silver, oil price targets, and why he expects a major housing market correction in Canada and the United States.Watch Chris' last interview with me: https://youtu.be/jN5eiidPGG4?si=qPjk5yNpGv39ynEi*This video was recorded on October 16, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/?am_id=david8420YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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 Crash Warning1:43 - Have Bond Yields Peaked?5:06 - The Great Market Rotation8:56 - Why He Sold Tech Stocks12:25 - Nasdaq's Critical Support14:41 - Buy And Hold Risks17:01 - When To Buy Stocks Again17:54 - Defensive Sector Outlook21:02 - Gold & Silver Price Targets22:29 - Oil To $120?24:11 - Buying The Dip26:31 - Housing Crash Warning30:02 - Vancouver Foreclosures Surge32:14 - When To Buy Real Estate#StockMarket #investing #trading

  4. 3d ago

    Housing Crash Deepens: No Recovery Until 2028 | Ron Butler

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Ron Butler, principal mortgage broker at Butler Mortgage and host of the Angry Mortgage Podcast, discusses rising mortgage rates, mounting foreclosures, falling home prices in Canada and the U.S., and why a meaningful housing market recovery could still be years away.*This video was recorded on October 15, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 RON 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 - Housing Crisis Warning1:49 - Should You Buy Now?3:30 - Mortgage Rates Going Higher6:40 - Adjustable-Rate Mortgages7:39 - Canada's Mortgage Trends10:49 - U.S. Housing Market Freeze12:43 - Homebuilders Under Pressure13:50 - Inflation & Rate Hikes16:59 - Canada's Condo Crash19:25 - Rental Market Outlook21:07 - Vancouver & Toronto Housing22:36 - Foreclosures Surge25:54 - Underwater Homeowners27:45 - Foreign Buyers Won't Save Housing29:40 - When Will Housing Recover?33:33 - Buy Now Or Wait?34:48 - Canadian Banking Risks#HousingMarket #MortgageRates #RealEstate

  5. 3d ago

    How to Prepare For 'The End Of The World' | Neil Howe

    🔒 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 Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discuss rising geopolitical tensions, the risks facing the stock market and AI boom, inflation, and how investors can prepare for a period of economic and social upheaval.*This video was recorded on October 15, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NEIL HOWE:Hedgeye website: https://app.hedgeye.com/X (@HoweGeneration): https://x.com/HoweGenerationSubstack: https://www.demographyunplugged.com/"How To Prepare For The End Of The World": https://www.simonandschuster.com/books/How-to-Prepare-for-the-End-of-the-World-(As-We-Know-It)/Neil-Howe/9781668210741FOLLOW 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.00:00 - Intro.09:01 – The Fourth Turning: Are We Near the Climax?13:54 – Warning Signs of a Historic Crisis17:32 – Iran War and the Threat of Global Conflict22:08 – AI, Warfare, and Nuclear Risks28:39 – Millennials and the Next Generation30:56 – Why Inflation Is Here to Stay38:54 – AI Bubble and Stock Market Warning Signs43:46 – Why Bonds Aren't Safe And How To Prepare#economy #politics #investing

  6. 4d ago

    Hot Inflation Shocks Markets: The Worst Is Still To Come | Steve Hanke

    🔒 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, joins David Lin to discuss rising inflation, the global oil and diesel crisis, China's role in energy markets, and the implications of AI investment for interest rates and the U.S. economy.*This video was recorded on October 14, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.00:00 - Intro02:29 - Why Inflation Persists06:45 - The Diesel Crisis18:40 - Why Oil Prices Remain High25:16 - Global Diesel Shortage31:12 - Venezuela's Hyperinflation38:14 - Gold and Currency Protection40:30 - AI Boom and Interest Rates44:39 - Recession Risks and the Fed#Inflation #OilPrices #FederalReserve

  7. 4d ago

    AI Stocks Crack, Yields Fall, Defensives Surge; What’s Next | Cameron Dawson

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cameron Dawson, CIO of Newedge Wealth, discusses growing risks in the stock market, weakness in AI and semiconductor stocks, rising bond yields, inflation, and the Federal Reserve's next moves.Watch Cameron's last interview with David: https://youtu.be/vQvBfmHqQ2A*This video was recorded on October 14, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 CAMERON DAWSON:X (@CameronDawson): https://x.com/CameronDawsonNewEdge Wealth: https://www.newedgewealth.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.00:00 - Intro02:19 - Semiconductor Selloff05:39 - Risks to the AI Trade08:41 - Stock Market Warning Signs11:12 - Credit Market Stress14:02 - AI Demand and Chip Margins20:22 - Inflation and Fed Rate Hikes28:28 - Have Bond Yields Peaked?35:14 - What Could Break Next?#stocks #investing #economy

  8. 5d ago

    Great Rotation Happening Now: This Sector ‘Is Over’ | Thomas Hayes

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Thomas Hayes, Managing Member of Great Hill Capital, discusses the shifting AI trade, a major rotation in the stock and bond markets, and opportunities in overlooked sectors as investors rethink where to put their money.Watch Thomas' last interview: https://youtu.be/8kFLx1lEzU0*This video was recorded on October 13, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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/videosX (@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.2:18 - Semiconductor Selloff5:00 - Is China's AI Threat Growing?8:14 - Why Hayes Is Exiting Tech12:17 - A New Stock Market Rotation17:51 - Defensive Stocks and Bonds Rally21:49 - Housing: Another 2008?24:49 - Why Bond Yields Are Rising31:43 - Small Caps Poised to Rebound37:36 - AI Bubble: Is This 1999 Again?#stocks #economy #investing

4.3
out of 5
48 Ratings

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.

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