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. 11 HR AGO

    'A Little Bit Nervous': Trader Reveals What’s Next For Stocks, Gold, Bitcoin | Jason Shapiro

    Start earning interest in gold: https://Monetary-Metals.com/LinJason Shapiro, founder of the Crowded Market Report, discusses market sentiment, his positioning-based trading framework, and how he is reading the AI boom, commodities, gold, Bitcoin, and the broader economy in the wake of the Iran conflict. Watch Jason's last interview: https://youtu.be/KzBc6PP-97U*This video was recorded on April 15, 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 JASON SHAPIRO:Crowded Market Report: https://www.crowdedmarketreport.com/X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_RptFOLLOW 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 - Intro1:00 - Current market sentiment6:00 - The ‘Iran trade’ 8:05 - Trading positioning data 10:00 - AI stocks19:30 - Tech bubble 22:43 - Oil and the most crowded market25:36 - Geopolitics and markets26:46 - Gold29:16 - Bitcoin#investing #stocks #trading

    41 min
  2. 12 HR AGO

    ‘Permanent’ Damage: Why The Economy Changed Forever | Justin Wolfers

    🔒 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/1571482669Justin Wolfers, Professor of Public Policy And Economics at the University of Michigan, and Host of "Think Like An Economist", discusses the lasting economic consequences of the Iran conflict, shifting defense spending, Federal Reserve policy, the labor market, and what gives assets like gold their value.*This video was recorded on April 9, 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 JUSTIN WOLFERS:Webpage: hhttps://users.nber.org/~jwolfers/index.phpX: https://x.com/JustinWolfersYouTube: https://www.youtube.com/@JustinWolfers"Think Like An Economist" Podcast: https://open.spotify.com/show/4sOVMPFJmCROADLMDdDwjsFOLLOW 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.1:02 - Permanent economic damage and defense budget5:16 - Lessons from past wars and market reactions10:09 - How long will the conflict/ceasefire last?15:52 - Signals and noise in markets and the economy23:41 - Growth, The Fed, and inflation33:00 - Real wages, tariffs, and supply shocks37:30 - Teaching economics and why gold matters#economy #iran #warzone

    43 min
  3. 1 DAY AGO

    Q2 Warning: V-Shaped Rally Is False Hope, Tech Repeats 2000 Bubble | Ted Oakley

    Get your FREE Precious Metals Playbook and add gold to your retirement account tax and penalty free today: https://prioritygold.com/david or text DAVID to 24999Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses the recent market rebound, the state of speculation among younger investors, risks building in private credit and long-duration bonds, and how his firm is positioning across energy, metals, and treasuries amid the Iran conflict. Watch Ted's last interview: https://youtu.be/V9SPQvhZ0kM*This video was recorded on April 14, 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 TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_AdvisorsYouTube: https://www.youtube.com/oxbowadvisorsTed's books: https://oxbowadvisors.com/books-2025-march/ 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 - V-shaped recovery and past war parallels 4:12 - Oil and energy outlook8:43 - Oxbow’s April letter and the younger generation12:46 - Tech rally comparison to 1990s17:05 - Private credit risks20:12 - Treasuries, inflation, and why long bonds look broken23:40 - Positioning through conflict21:02 - What Ted is watching and buying now#investing #economy #stocks

    40 min
  4. 2 DAYS AGO

    'Ultimate Opportunity' Is Next Says Trader, How Long Can V-Shaped Rally Last? | 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 The Technical Traders, assess the recent equities rebound, shifting money flows across risk assets, and what technical signals suggest for stocks, gold, silver, bonds, and the Canadian market.*This video was recorded on April 14, 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 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 - Intro.1:19 - Market overview6:03 - Portfolio allocation and Bitcoin9:53 - Sentiment and positioning12:46 - Overbought14:10 - Precious metals20:03 - TSX and Canadian growth28:05 - Price targets#stocks #gold #investing

    33 min
  5. 2 DAYS AGO

    'Gets Much, Much Worse': Rick Rule's Warning And What He's Buying To Survive

    Rick Rule, Founder of Rule Investment Media and former CEO of Sprott U.S., discusses the fallout from the Iran conflict, the state of global credit markets, and how he is positioning his own portfolio in the current environment.Watch Rick's last interview: https://youtu.be/Pti76j6BToEThis video was disseminated on behalf of Vanguard Mining (CSE: UUU I OTC: UUUFF) and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/UUUFF-233.Learn more about Vanguard Mining here: https://vanguardminingcorp.com/*This video was recorded on April 13, 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 RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/Twitter (@RealRickRule): https://twitter.com/RealRickRuleYouTube: https://www.youtube.com/@RuleInvestmentMediaRule Classroom: https://ruleclassroom.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.0:40 - Oil and Hormuz7:30 - Economic impact and 1970s comparison13:55 - Inflation, cash, and liquidity18:11 - Banking sector stress and hidden risks24:56 - Gold, silver, uranium32:37 - Copper, choke points, and resource nationalism40:56 - Portfolio reviews and the Rule Symposium#economy #investing #gold

    46 min
  6. 6 DAYS AGO

    Why Fed Is About To Make ‘Biggest Policy Error In History’ | Danielle DiMartino Booth

    🔒 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/1571482669Danielle DiMartino Booth, CEO of QI Research, discusses the latest CPI report, the Federal Reserve's policy stance, and the state of the U.S. economy amid rising oil prices and labor market strains. Watch Danielle's last interview: https://youtu.be/dpTkW9FXB2Q*This video was recorded on April 10, 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 DANIELLE DIMARTINO BOOTH:For PRO: Visit this link sign up at this link: https://quillintelligence.com/register/weekly-quill-annual/When checking out, use this coupon code: QITenYears For Substack Feather: To receive 20% off your first year, visit: https://dimartinobooth.substack.com/QITenYearsX (@DiMartinoBooth): https://x.com/DiMartinoBoothFOLLOW 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.00:38 - CPI and Fed minutes4:08 - Warsh and cut chances10:18 - Treasury yields and market reaction13:20 - Allocation and inflation hedging14:50 - Consumer concerns and midterm bloodbath18:08 - Labor market data and inflation hedges#economy #investing #federalreserve

    26 min
  7. 6 DAYS AGO

    What Assets Win The Next Decade? Fund Manager Reveals The Answer | Brian Belski

    -🔒 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/1571482669Brian Belski, CEO and CIO of Humilis Investment Strategies, discusses his outlook on US equities, sector positioning, and the major macro forces shaping markets right now.*This video was recorded on April 9, 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 BRIAN BELSKI: X (@briangbelski): @briangbelskiHumilis Investment Strategies website: https://humilisinv.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.1:07 - Bullish outlook6:23 - Investor sentiment9:14 - Favorite sectors12:27 - Private credit risk and small-cap opportunity14:10 - Software and tech18:39 - Silver, gold and metals positioning19:50 - Humilis ETFs#economy #investing #stocks

    22 min
  8. 6 DAYS AGO

    Gold To $10,000 As The Western World Faces Biggest Threat Ever | Lior Gantz

    Lior Gantz, Founder of Wealth Research Group, discusses the Iran ceasefire, the future of oil chokepoints, why gold and silver are headed higher, and how he is positioning for a consumer-driven rally ahead of the midterms.Watch Lior's last interview: https://youtu.be/kuXJKTNxt58*This video was recorded on April 8, 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 LIOR GANTZ:Wealth Research Group website: https://www.wealthresearchgroup.com/Golden Dome research report: https://www.wealthresearchgroup.com/dome/EU research report: https://www.wealthresearchgroup.com/eu/Silver research report: https://www.wealthresearchgroup.com/2026silver/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 - Iran ceasefire and demands5:26 - Oil and the Wests biggest threat 14:18 - Gold, silver and new Fed chair25:56 - Portfolio position and Trump’s next agenda#investing #economy #gold

    34 min

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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