36 episodes
The David Lin Report The David Lin Report
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- News
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5.0 • 3 Ratings
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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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'China Is Fading', What's Next Will Shake The World | Lars Christensen
Lars Christensen, Associate Professor at the Copenhagen Business School, discusses the outlook for global growth, China's economy, and the future of the dollar.
*This video was recorded on May 9, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:10 - Slowdown in China
5:58 - China and Japan demographics
7:51 - AI and productivity
10:14 - Developing economies
12:47 - Yuan
19:45 - Capitalism and freedom
21:10 - Globalization
25:58 - Future of global growth
32:56 - Dollar -
Unprecedented Crisis: Domino Effect Of Defaults On Horizon | Nomi Prins
Dr. Nomi Prins, best-selling author and geo-economist, discusses the permanent distortions on the economy created by central bank policies, and the dangers facing the economy in 2024 and beyond.
*This video was recorded on May 8, 2024
Nomi's last interview with me in August, 2023: • Rate Hikes Are Over, But Bank Failure...
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FOLLOW NOMI PRINS:
Nomi Prins: https://nomiprins.com/
Twitter (@nomiprins): / nomiprins
"Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever": https://rb.gy/3o0rw
"Collusion: How Central Bankers Rigged the World": https://rb.gy/9lj0n
"All The Presidents’ Bankers: The Hidden Alliances That Drive American Power": https://rb.gy/rdpnr
FOLLOW DAVID LIN:
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Economic slowdown
6:13 - Collusion
9:56 - Shifting of super powers
12:50 - U.S. dollar hegemony
15:00 - Fed rate cuts
20:43 - Inflation
22:43 - Domino effect of failures
24:20 - Labor market
25:24 - Geopolitical risks
29:00 - Investment implications -
Peter Schiff and Steve Hanke Debate Inflation, Debt Crisis, Dedollarization
Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, to debate their inflation outlook, causes of inflation, future of monetary policy, economic growth outlook, and interest rates.
*This video was recorded on May 9, 2024
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FOLLOW STEVE HANKE:
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Email: hanke@jhu.edu
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:47 - Inflation outlook
18:35 - Fed monetary policy
29:00 - Causes of inflation
36:40 - Economic growth outlook
52:50 - Investment implications
55:10 - Dedollorization
56:55 - Bond yields outlook
59:50 - Bitcoin
1:00:56 - Peter Schiff
1:02:06 - Steve Hanke -
'Fragilities' In Economy Exposed; 'Breakage' Is Next | Alfonso Peccatiello
Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage".
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*This video was recorded on May 8, 2024
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FOLLOW ALFONSO PECCATIELLO:
Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: https://www.themacrocompass.com/subsc...
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:45 - Hedge fund strategy
2:24 - Fragilities
4:18 - Debt servicing costs
7:00 - Private debt
9:30 - Disinflation
12:25 - Gold vs currencies
15:05 - Investment implications
18:30 - How many Fed cuts this year
19:30 - Global growth -
Why Warren Buffett Is Raising Cash: Market 'Euphoria' In Final Stage | Bill Smead
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Bill Smead, Chairman of Smead Capital Management, discusses the late stages of market euphoria.
*This video was recorded on May 9, 2024
Bill's previous interview with me: • Brace For 'Ultimate Reckoning' Once I...
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FOLLOW SMEAD CAPITAL:
Website: https://smeadcap.com/
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FOLLOW DAVID LIN:
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
0:50 - Berkshire Hathaway and cash
4:33 - Markets entering new era
19:20 - Passive investing
22:20 - Valuations and investing
30:55 - Energy sector
36:45 - Inflation and monetary policy
40:46 - Financials sector -
Banking Crisis Imminent? Bloomberg Chief Economist Reveals Study
Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the risks that the banking sector in the U.S. faces, the most likely course of action from the Federal Reserve, and the outlook for inflation.
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*This video was recorded on May 7, 2024
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FOLLOW ANNA WONG:
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FOLLOW DAVID LIN:
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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
1:30 - Fed monetary policy
7:35- Inflation
13:51 - CRE and banking sector
21:55 - Housing
31:12 - Population shock