The David Lin Report

The David Lin Report
  • 4.4 (42)
  • BUSINESS NEWS
  • UPDATED DAILY

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. 22H AGO

    'This Is A Crisis': Fund Manager's Explosive Forecast For This Critical Sector | Tomasz Nadrowski

    Learn more about Algo Grande (TSXV: ALGR | OTC: KNDYF) here: https://algo-grande.com/Tomasz Nadrowski, Portfolio Manager at Amvest Terraden, discusses China's dominance over critical minerals processing, the policy challenges facing the United States and its allies, and the investment landscape for this strategic sector.*This video was recorded on April 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 TOMASZ NADROWSKI:LinkedIn: https://www.linkedin.com/in/nadrowski/Amvest Terraden: https://www.amvestterraden.com/Amvest Capital: https://www.amvestcapital.com/"Mineral War" book: https://www.amazon.com/Mineral-War-Chinas-Weapons-Destruction/dp/B0GHDYRLZK?crid=PGA0JBNDCRDA&dib=eyJ2IjoiMSJ9.Z1ptnoXyygMsVMpJookuGQ.ryYzF9tih6uQY0at3xorl7CiNqDDYyQbGJv3N2t_MFI&dib_tag=se&keywords=mineral+war+nadrowski&qid=1777992831&sprefix=mineral+war+nadrowski%2Caps%2C132&sr=8-1FOLLOW 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.1:04 - China’s dominance in critical minerals3:46 - Most critical minerals to watch6:34 - Onshoring refining and western capacity9:52 - The White House response and policy levers16:09 - China’s export controls and Western options22:40 - Demand drivers27:03 - Investing31:01 - Munitions, military readiness, and the road ahead#investing #china #minerals

    42 min

  2. 22H AGO

    Critical Asset Shortage: Is The Next Inflation Shock Already Here? | M. Colin Joudrie

    M. Colin Joudrie, CEO of Selkirk Copper Mines Inc. (TSX-V: SCMI), discusses the copper market, the company's recent drill program and financing, and the path toward restarting its Yukon mine in partnership with the Selkirk First Nation.Watch Colin's last interview: https://youtu.be/nSHkmpwS2gM*This video was recorded on May 1, 2026 and is sponsored by Selkirk Copper Mines Inc. (TSX-V: SCMI).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 M. COLIN JOUDRIE:Website: https://selkirkcopper.com/X (@SelkirkCopper): https://x.com/SelkirkCopperFOLLOW 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.1:17 - Copper market and supply outlook3:03 - Copper and gold relationship6:38 - Current price drivers and inflation13:49 - Incentive pricing and critical mineral security17:23 - Yukon as a mining jurisdiction23:27 - Phase One drill program results31:20 - Financing and permitting47:46 - Selkirk First National partnership and final milestones#copper #mining #investing

    1 hr

  3. 5D AGO

    ‘China Has All The Cards’: Economist Reveals Next Asset Explosion | Steve Hanke

    Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, explains why the Iran war just handed China the keys to the global economy, why the next supercycle has already started, and where to put your money before the rest of the market figures it out. *This video was recorded on April 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 - Intro.1:01 - Iran War money and munitions7:35 - Changing relationship with China and the strategic loss11:09 - Oil prices and Q1 GDP14:43 - UAE leaves OPEC19:44 - Powell, the Fed, and Fed reform31:04 - Commodity supercycle34:20 - Gold’s peak target range#economy #investing #iran

    37 min

  4. 6D AGO

    'Wakeup Call' To Shake Markets: One Sector Is About To Explode | Ranj Pillai

    Learn more about SEVA Mining (TSXV: SEVA) here: https://www.sevamining.com/#about Former Yukon Premier Ranj Pillai, now CEO of SEVA Mining, discusses Canada's mining sector, indigenous partnerships, and his new role at SEVA.*This video was recorded on April 21, 2026 and is sponsored by SEVA Mining (TSXV: SEVA).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 RANJ PILLAI AND SEVA MINING:Website: https://www.sevamining.com/Ranj's X: https://x.com/RanjPillai1SEVA Mining X: https://x.com/sevaminingFOLLOW 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.1:05 - From Yukon Premier to mining CEO3:40 - Gold’s role in the Canadian economy7:28 - Why the Bank of Canada holds no gold10:19 - Resources vs economic diversification13:00 - Ottawa’s changing view of mining17:04 - Permitting and indigenous partnerships22:09 - Why Ontario attracts mining capital32:38 - Seva Mining’s road ahead#investing #mining #gold

    49 min

  5. 6D AGO

    Fed Shock: Next Policy Move Could Trigger Market Revolt

    🔒 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/1571482669Komal Sri-Kumar, President of Sri-Kumar Global Strategies, warns that the Fed is trapped, inflation is rising, and deep divisions inside the FOMC could derail rate cuts as markets face renewed pressure from oil, bonds, and AI-driven risks.*This video was recorded on April 29, 2026To 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 KOMAL SRI-KUMAR:Substack: https://srikonomics.substack.com/X (@SriKGlobal): https://x.com/SriKGlobalFOLLOW 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 - FOMC decision1:05 - Fed dissents4:55 - Next Fed Chair and independence8:21 - Fed policy tools and balance sheet13:10 - Powell on rate path15:19 - Labor market outlook17:29 - Bond market reaction20:24 - Neutral rate debate24:25 - Economic strength vs inflation26:19 - Recession risks28:02 - Consumer divide29:21 - Asset market outlook35:10 - Sector opportunities#economy #inflation #fed

    37 min

  6. APR 29

    $150 Oil By Q3? This Could Break Markets Warns Economist | Bob Ryan

    Start earning interest in gold: https://Monetary-Metals.com/LinBob Ryan, Founder of Ryan Commodity Insights, discusses how the US-Iran standoff and the UAE's departure from OPEC are reshaping global oil markets, the broader economy, and bond yields.*This video was recorded on April 28, 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 BOB RYAN:https://ryancommodityinsights.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.1:21 - UAE leaving OPEC5:34 - Why US navy can’t open the Strait11:34 - Ceasefire odds, impact on earnings, and oil exports19:52 - Demand destruction24:18 - Swap lines, bonds, and recession risk33:31 - Fed policy and rate cuts37:10 - Oil outlook and sector winners#economy #investing #oil

    44 min

  7. APR 29

    9% Inflation For 10 Years, Bond Crisis; The Assets That Win Or Break Revealed | Clem Chambers

    Start earning interest in gold: https://Monetary-Metals.com/LinClem Chambers, Founder of ANewFN, warns a bond crisis is coming, inflation could run 7–9% for years, gold is “for war,” and AI-driven energy demand will send nuclear and infrastructure plays higher.*This video was recorded on April 28, 2026To 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 - Intro0:45 - Bond crisis warning1:26 - Inflation is coming back3:05 - Best assets for inflation4:52 - Bond crisis explained9:19 - Hyperinflation and hard assets11:09 - Rethinking the 60/40 portfolio15:05 - UAE leaves OPEC17:01 - Gold, silver, and Taiwan19:48 - Why gold falls during war22:37 - Bullish on Nokia and nuclear24:04 - AI stock mania25:49 - Tech layoffs and AI29:27 - Fed meeting outlook31:03 - AI wealth divide31:51 - Closing thoughts#economy #trading #stocks

    34 min

  8. APR 29

    No Jobs, High Income? The AI Future No One Is Ready For | Aleksandra Przegalinska

    🔒 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/1571482669Aleksandra Przegalinska, Senior Research Associate, Harvard Law School, and Vice-President of Kozminski University in Poland, examines how artificial intelligence is reshaping jobs, the economy, and the future of work.Watch Aleksandra's last interview: https://youtu.be/b9EuLj5uPk0*This video was recorded on April 24, 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 ALEKSANDRA PRZEGALINSKA:X (@przegaa): https://x.com/PrzegaaLinkedIn: https://www.linkedin.com/in/aleksandra-przegalinska-5b17125/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.0:49 - Elon Musk’s call for Universal Income5:01 - No inflation and abundance?9:18 - Tech sector layoffs17:14 - OpenAI vs. Anthropic and Mythos risk22:43 - Humanoid robots#ai #investing #technology

    29 min
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Hosts & Guests

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.

Information

  • Creator
    The David Lin Report
  • Years Active
    2024 - 2026
  • Episodes
    831
  • Rating
    Clean
  • Copyright
    © The David Lin Report
  • Show Website
    The David Lin Report

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