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. 8H AGO

    'Generational' Reckoning: Economy Collapses If Resource Crisis Continues | Brian Paes-Braga

    Brian Paes-Braga, Founder, Chairman & CEO of The Metals Royalty Co. (NASDAQ: TMCR), discusses the case for American mineral independence and explains how royalty financing supports a generational shift in the mining sector.Learn more about The Metals Royalty Co. here: https://www.themetalsroyaltyco.com/*This video was recorded on May 23, 2026 and is sponsored by The Metals Royalty Co.(NASDAQ: TMCR).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 BRIAN PAES-BRAGA:X: https://x.com/bpaesbragaTMCR Website: https://www.themetalsroyaltyco.com/Brian's website: https://www.brianpaesbraga.com/TMCR's X: https://x.com/metalsroyaltycoFOLLOW 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.0:47 - Critical sectors and this American era6:16 - Enough minerals in the US?12:26 - Building a metals royalty platform14:00 - The Minnesota iron ore acquisition21:09 - Why royalty models outperform mining operators24:29 - Inside the deep sea project34:54 - The road ahead#security #mining #investing

    37 min
  2. 1D AGO

    Bitcoin In 'Midcycle Reset', CEO Reveals What History Says Comes Next | Norma Chu

    🔒 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/1571482669Norma Chu, Founder, Chairwoman and CEO of DDC Enterprise Limited, discusses her career path, her company's Bitcoin treasury approach, and the lessons she has drawn from years as a founder.*This video was recorded on May 19, 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 NORMA CHU:X: https://x.com/ddcnormaDDC's Website: https://www.ddc.xyz/LinkedIn: https://www.linkedin.com/in/normachu/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.1:44 - From equity research to Bitcoin treasury4:52 - Bitcoin thesis and sell discipline8:43 - Balance sheet and capital markets strategy17:19 - Current Bitcoin cycle23:55 - Modeling DDC and forward targets28:55 - MNAV, gold, and stablecoins37:37 - AI tools for treasury management43:12 - The entrepreneur’s playbook#investing #bitcoin #crypto

    54 min
  3. 4D AGO

    Market Crash In 2026? Chief Economist Reveals A New 3-Year Cycle | Anna Wong

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the state of the US economy, the AI investment cycle, fiscal tailwinds, and the forces shaping inflation, the Federal Reserve, and markets at all-time highs.Watch Anna's last interview: https://youtu.be/_U8tG_z2YvA*This video was recorded on May 22, 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 ANNA WONG:X (@AnnaEconomist): https://twitter.com/AnnaEconomistFOLLOW 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 - Anna’s economic outlook10:47 - Inflation outlook and Fed policy14:28 - Why markets recovered from the Iran shock#investing #economy #stocks

    20 min
  4. 5D AGO

    ‘We’ve Entered A Bubble’ And The Crash Is ‘Guaranteed’ Warns Investor | 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 bond yields, inflation pressures, US market sentiment, global diversification, and the geopolitical forces moving capital today.Watch Clem's last interview here: https://youtu.be/cCaYHkzsiL8*This video was recorded on May 21, 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.1:30 - Treasuries4:43 - Travel wisdom for investing7:37 - Diversification11:19 - Event trading and risk18:40 - Where to go at all-time highs?20:41 - Pipeline around Hormuz23:56 - Singapore26:05 - Gold30:05 - Crash?31:25 - Shocking trades#economy #trading #stocks

    35 min
  5. 5D AGO

    Tokenized Stocks Are Coming: What Investors Should Know | John Wu

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+John Wu, President of Ava Labs, discusses tech investing, the AI hardware supply chain, the current state of Bitcoin, and the growth of tokenized real-world assets on blockchain infrastructure.*This video was recorded on May 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 JOHN WU:X (@John1wu): https://x.com/John1wuWebsite: https://www.johnwu.finance/Ava Labs website: https://avalabs.org/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@TheBonnieChang): https://x.com/TheBonnieChangInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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.0:54 - TSMC and why Asia leads in AI hardware3:19 - Intel, Trump and US chip manufacturing7:10 - Portfolio strategy and retail investors12:35 - AI disruption in software and memory stocks16:30 - Bitcoin21:20 - Broadridge, Avalanche, and tokenized assets#investing #crypto #bitcoin

    27 min
  6. 5D AGO

    Economy To Enter Most Dangerous Decade; What's Next For Jobs, Global Wars | George Friedman

    🔒 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/1571482669George Friedman, Founder & Chairman of Geopolitical Futures, and former Founder & CEO of Stratfor, discuss the major geopolitical shifts now reshaping the global order.GeoEconomic Lens is Dr. George Friedman's new publication that analyzes the global economy through a geopolitical lens. Get your FREE copy here: https://geopoliticalfutures.com/lens/*This video was recorded on May 19, 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 GEORGE FRIEDMAN:X: https://x.com/George_FriedmanGeopolitical Futures website: https://geopoliticalfutures.com/GPF X: https://x.com/GPFuturesGeorge's Facebook: https://www.facebook.com/GeorgeFriedmanGPFGPF Facebook: https://www.facebook.com/geopoliticalfuturesGPF Instagram: https://www.instagram.com/geopoliticalfutures/GPF LinkedIn: https://www.linkedin.com/company/geopolitical-futures/George's LinkedIn: https://www.linkedin.com/in/georgefriedmangpf/YouTube: https://www.youtube.com/c/GeopoliticalFuturesGPFFOLLOW 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.0:45 - China and the US8:42 - Taiwan, Iran, and the Fear of a Nuclear 9/1113:30 - Russia, Putin's China Visit, and the Ukraine War20:17 - Evolving post-1945 global order23:19 - Massive debt problem, market stimulation, and institutions28:37 - Multipolar world, power, and money31:21 - Middle East41:07 - The Storm Before The Calm and AI#China #War #geopolitics

    48 min
  7. MAY 19

    Bond Markets Face ‘A Terrifying Scenario’; Are Gold & Bitcoin Next? | David Tait

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+David Tait, CEO of the World Gold Council, discusses gold, digital assets, and lessons from a life of risk.*This video was recorded on May 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 DAVID TAIT:WGC Website: https://www.gold.org/X: https://x.com/GOLDCOUNCILLinkedIn: https://www.linkedin.com/in/david-sj-tait-ab6150180/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX: https://x.com/TheBonnieChangInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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.1:12 - What is driving gold to record highs?6:06 - Sovereign debt default in the West?9:30 - Gold, Bitcoin, and “true money”16:18 - Why is David Tait at a crypto conference?21:11 - Everest, charity, and lessons from life#blockchain #gold #investing

    30 min
  8. MAY 19

    ‘America Is Past The Point Of No Return’: Why Peter Grandich Will Short Stocks

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Peter Grandich, Founder of Peter Grandich and Company, discusses US markets, the broader economy, geopolitics, and precious metals.Watch Peter’s last interview with David: https://youtu.be/RmCT5AJ6nc0*This video was recorded on May 18, 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 GRANDICH: Website: https://petergrandich.com/ X (@PeterGrandich): https://x.com/PeterGrandich 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.0:50 - Shorting the S&P 5005:55 - China and the tech sector9:42 - Peter’s contrarian vision and dotcom bubble14:04 - The next trigger and geopolitical concerns27:18 - Bonds, metals, and the blockchain35:49 - What keeps a person wealthy?#economy #investing #stocks

    45 min
4.4
out of 5
42 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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