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. 13 HR AGO

    Fed's Latest Surprise Will Shock Economy | Danielle DiMartino Booth

    Check out Odoo today - https://www.odoo.com/r/QmmDanielle DiMartino Booth, CEO of QI Research, discusses the latest FOMC rate cut decision and its impact on the economy and markets. *This video was recorded on October 29, 2025Subscribe 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 – FOMC decision recap2:00 - Chance of another rate cut by December3:44 - Government shutdown and rate cut decision 6:33 - Quantitative tightening 7:38 - AI investment boom 9:00 - Should rates come down?10:10 - What could stall markets?11:15 - Labor market12:17 - Bond yields13:40 - Fed is too political14:22 - Gold and the dollar#economy #investing #federalreserve

    16 min
  2. 1 DAY AGO

    Signs Of 2001 Bubble Crash Repeat Warns Economist | Peter Berezin

    Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, warns that stock markets are walking a tightrope with AI investments potentially creating a bubble, and investors should prepare for a downturn by moving into defensive positions and gold while watching for rising layoffs as a recession signal. Watch Peter’s last interview with David: https://youtu.be/W8SSOy2Bw18*This video was recorded on October 28, 2025.Subscribe 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 BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:42- Economic “tightrope” and S&P growth3:16 - Bond markets, debt, and dot-com bubble comparison8:14 - AI, productivity, and impact on markets12:18 - Revised S&P outlook, allocations, and labor market15:39 - The Fed, Recession, and inflation outlook20:08 - Gold price surge, and market outlook25:07 - Allocations and sectors Peter likes28:07 - FOMC expectations#investing #economy #gold

    29 min
  3. 2 DAYS AGO

    Get Ready: Gold Crash To $3,500, Bitcoin To Collapse 90% | Mike McGlone

    Check out Odoo today - https://www.odoo.com/r/rCufTo get a 5% discount on CoolWallet, use this link: https://www.coolwallet.io/discount/davidcwMike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, warns that gold and Bitcoin have both rallied to dangerous extremes and are likely headed for major price corrections. Watch Mike’s last interview with David: https://www.youtube.com/watch?v=d3PFR9dSpAM*This video was recorded on October 27, 2025.Subscribe 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 MIKE MCGLONE: Twitter (@mikemcglone11): https://x.com/mikemcglone11LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513FOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:51 - Gold and pullback5:09 - What gold signals for markets12:11 - Gold/silver ratio14:56 - The Fed announcement17:07 - Treasuries21:07 - Inflation and tariffs26:56 - Copper29:36 - Bitcoin#investing #economy #gold

    39 min
  4. 2 DAYS AGO

    Trade War Escalates: 100% Tariffs Threaten Global Meltdown | Shaun Rein

    Check out Odoo today - https://www.odoo.com/r/g2WShaun Rein, Founder and Managing Director of China Market Research Group, argues that China has the upper hand in the US-China trade war because America depends heavily on Chinese rare earth minerals and cannot easily replace them.Watch Shaun's last interview with David: https://www.youtube.com/watch?v=uxYnMsdjpyY*This video was recorded on October 20, 2025.Subscribe 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.2:04 - Scott Bessent CNBC interview: “China vs. the world”6:54 - De-escalation and the battle for rare earth minerals11:45 - Refining timeline and the “nuclear option”15:06 - Decoupling and risks19:46 - What happens November 1st?24:33 - Are tariffs working?28:26 - Trump-Australia critical minerals deal and tech supremacy34:09 - Taiwan36:17 - Evaluating US and China economic performance40:30 - China’s upcoming 5-year plan43:54 - Why not a BYD deal like Toyota?45:44 - Future of Chinese immigration to the West#china #economy #tariffs

    49 min
  5. 2 DAYS AGO

    Will Fed Shock Markets This Week? Forgotten Stocks That Could Soar Next | Thomas Hayes

    Thomas Hayes, Founder, Chairman, and Managing Member of Great Hill Capital, recommends buying cheap quality stocks instead of expensive tech giants as earnings growth slows and valuations remain stretched.Watch Thomas' last interview with David: https://www.youtube.com/watch?v=Q6aWxDHx_8U*This video was recorded on October 27, 2025.Subscribe 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/videosTwitter (@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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:54 - China trade deal framework and tariffs as buying opportunities3:32 - Key drivers of multiple expansion and tech capex spending trends7:17 - AI investment plays11:49 - Vertical integration and energy plays14:12 - Intel and government stakes19:44 - China21:51 - Fed Chair potential replacements26:00 - Economic data and volatility from shutdown30:20 - Precious metals and alternative assets#economy #investing #stocks

    35 min
  6. 6 DAYS AGO

    Peter Schiff: Gold Signals 'Bigger Crisis' Ahead, 'You're Too Late' If You Wait

    Check out Odoo today - https://www.odoo.com/r/ovArPeter Schiff, Chief Economist & Global Strategist at Euro Pacific Asset Management, argues that gold's rally to $4,000 signals a coming dollar crisis as central banks worldwide abandon US treasuries for gold reserves.Watch Peter's last interview with David from BTC Vegas 2025: https://www.youtube.com/watch?v=_kPA5ZaXpB0*This video was recorded on October 23, 2025.Subscribe 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 SCHIFF:X (@PeterSchiff): https://x.com/PeterSchiffEuro Pacific Website: https://europac.com/Schiff Gold Website: https://www.schiffgold.com/YouTube (@peterschiff): https://www.youtube.com/@peterschiff/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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:02 - Gold’s rally5:11 - Central bank buying and retail absence11:36 - Dumping treasuries for gold and the abandonment of the dollar16:02 - Trump’s fiscal policy and “Big Beautiful Bill”19:25 - Gold signals inflation, not growth22:21 - The Fed25:06 - Trump’s Socialist turn?32:08 - Crypto industry and govt backing34:19 - Stablecoins and tokenized gold43:36 - Regional banks and canary in the coal mine#investing #bitcoin #gold

    54 min

Hosts & Guests

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.

You Might Also Like