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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.

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  • Thursday · 35 min

    Markets In Freefall: Why ‘This Is Just The Beginning' | 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 the market selloff, the political battle over AI, China's growing technological influence, and the risks facing investors.Watch Clem's last interview: https://youtu.be/ofTBcoKh61k*This video was recorded on November 5, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 - Tech Stocks Plunge After Midterm Elections2:12 - What's Driving The Market Selloff?4:42 - Democrats Push To Slow AI Development6:22 - China's Growing AI And Robotics Dominance11:06 - Will Democrats Restrict Data Centers?13:23 - China Blocks $5.4 Billion Robotics Deal16:02 - Are Tech Earnings Disappointing Investors?18:37 - How Clem Chambers Is Positioning His Portfolio21:25 - Stock Market Outlook And Crash Risks24:54 - AI Spending, Debt And The Fed's Liquidity Problem30:08 - Bitcoin Selloff And Cryptocurrency Security Risks32:30 - How AI Is Transforming Business#economy #trading #stocks

  • Thursday · 27 min

    Historic Midterm Sweep: Will Iran War End, Stocks Keep Rising? | Matt Gertken

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses the Democrats' historic midterm victory, the stock market rally, Trump's next moves on Iran, and the outlook for oil, inflation, interest rates, tariffs, and the 2028 election.*This video was recorded on November 4, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 MATT GERTKEN AND BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://x.com/bcaresearch X (@mgertken): https://x.com/mgertkenGertken's New Book: https://www.amazon.com/Swifts-Grand-Strategy-Matthew-Gertken/dp/1009763989?crid=2MIA92RHQ3BEO&dib=eyJ2IjoiMSJ9.8rhqzg5gMpXWxjmv7zKlyy_bymaAPXHxMPpxUibIz67GjHj071QN20LucGBJIEps.3r5dW8faG1X9XF11ejz8qn56EHIBRXxO9M8PTUDKchc&dib_tag=se&keywords=matt+gertken+swift&qid=1787773656&sprefix=matt+gertken+swif%2Caps%2C117&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 - Democrats Sweep Congress: Markets React1:53 - Why Stocks Are Surging After Midterms2:54 - Historic Blue Wave & 2028 Election5:29 - Why Republicans Lost The Midterms7:18 - Trump's Next Move After Election Defeat9:12 - Iran War: Will Trump End The Conflict?11:33 - Iran Nuclear Deal & Oil Prices14:00 - Iran's Strategy For The Next Two Years16:19 - Democrats' Spending Plans & Inflation18:29 - U.S. Debt Crisis & Rising Bond Yields20:28 - Trump's Tariffs & Trade Policy24:32 - What Changes After The Blue Wave?#MidtermElections #StockMarket #IranWar

  • Thursday · 20 min

    Tech Stocks Crash Again… Apple & Palantir Expose Bigger Problem

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Apple and Palantir beat earnings expectations but their stocks fell, raising questions about AI spending, revenue growth, profitability, valuations, and which company offers a better investment opportunity.*This video was recorded on November 3, 2026Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAlSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 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 - Apple & Palantir Stocks Fall After Earnings0:56 - Apple's Earnings & China Sales Miss1:52 - Apple's Profit Margins & New CEO2:36 - Apple's Revenue Growth3:49 - Apple vs. Google: AI Spending6:32 - Apple's Cash Flow & Financial Strength9:57 - Palantir's Earnings & Valuation11:14 - Palantir's Contract Growth & Revenue Outlook13:31 - Palantir's Profitability & Cash Flow15:05 - Palantir's ROIC & Debt16:52 - Alex Karp On Sovereign AI18:33 - Is The AI Bubble Bursting?19:31 - Apple vs. Palantir: Which Is The Better Investment?#Apple #Palantir #AIStocks

  • Tuesday · 39 min

    Trader Called Tech Crash--Now Predicts ‘Black Christmas’ For Stocks | Todd Horwitz

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discusses the midterm elections, the tech stock selloff, risks facing the economy, and what rising interest rates, oil prices, and gold mean for investors.Watch Bubba's last interview: https://youtu.be/DigWey0Chz8*This video was recorded on November 3, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 TODD HORWITZ: X (@Bubba_Trading): https://x.com/Bubba_TradingBubba Trading: https://go.bubbatrading.com/Bubba's Guide To Options Trading: BubbaTrading.com/ebookEmail: toddhorwitz@hotmail.comFOLLOW 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 - Introduction & Market Overview2:41 - Midterm Elections: What Happens To Stocks?6:32 - Tech Stock Crash: Is The AI Bubble Bursting?10:26 - ‘Black Christmas’ Warning: Bigger Selloff Ahead?12:32 - AI Debt, Banking Risks & Market Outlook14:31 - S&P 500 Year-End Forecast & Economic Warning Signs18:57 - Recession Risks, Consumer Debt & Investment Strategy22:44 - Treasury Yields, Interest Rates & The Fed25:14 - Oil Prices, Iran & Inflation Outlook30:24 - Gold Below $4,000: Buy Or Sell?34:08 - Fed Policy & Inflation Risks36:55 - What Todd Horwitz Is Buying & Shorting#trading #investing #economy

  • Tuesday · 44 min

    'Financial Crisis' Trigger: What Midterm Elections Will Do To Markets | Steve Hanke

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the U.S. midterm elections, the economy, AI investment risks, the growing debt problems in Europe, and what money supply and liquidity mean for inflation and financial markets.Watch Prof. Hanke's last interview: https://youtu.be/Q_H-h2ZAcLA*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 - Midterm Election & Financial Crisis Warning2:08 - Midterm Election Outlook: Democratic Sweep?3:12 - Why Americans Are Turning Against Trump8:44 - What Happens To Markets If Democrats Win?11:30 - Trump's Foreign Policy & Iran War Risks17:04 - AI Spending Drives U.S. Economic Growth20:40 - AI Bubble & 40% Financial Crisis Risk24:12 - Could Stocks Crash 40% & Tech Plunge 70%?28:27 - Europe's Debt Crisis, Riots & Recession Risks38:49 - U.S. Liquidity, Money Supply & Inflation#Inflation #economy #midterms

  • Tuesday · 31 min

    Why Did Brazil's Stock Market Crash 17% After Election? | Tavi Costa

    Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., discusses Brazil’s election shock, what it teaches investors about politics and markets, and where interest rates, the dollar and precious metals stand on midterm election day.Watch Tavi's last interview: https://youtu.be/0n7nNdWjeQE*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.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 - Introduction1:03 - Brazil's election shock5:06 - Reading the market's reaction9:15 - Trump weighs in on Brazil13:06 - Lessons for investors16:28 - Debt, s-pending cuts and populism19:49 - Brazil's central bank and currency22:24 - The Fed's tightening cycle27:40 - Gold, silver and the midterms#stocks #economy #investing

  • November 2 · 34 min

    Tech Wipeout: Google's $500 Billion Crash, Anthropic's Losses Exposed

    Go to https://san.com/davidlin to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Tech stocks plunge as Google, Intel, and Amazon face massive selloffs, Anthropic's IPO reveals mounting AI infrastructure commitments, and a record-breaking Binance hack rattles cryptocurrency markets.Watch my video on Meta and Tesla's earnings reports: https://youtu.be/-UYG8JlWXP8?si=pG58WMTX2GcsB3Ny*This video was recorded on October 30, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 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 - Tech Stocks Plunge: AI Bubble Bursting?1:38 - Google, Intel & Amazon Crash3:31 - China's 40% Tech Stock Collapse7:51 - Why Google Crashed Despite Strong Earnings10:41 - Google's Massive AI Spending Problem13:33 - Is The AI Bubble Bursting?14:21 - Anthropic IPO & Steve Eisman's Warning17:10 - Anthropic's Revenue, Losses & Debt Risks22:40 - Anthropic's $417 Billion AI Commitments27:39 - Binance's $6.3 Billion Crypto Hack32:23 - What's Next For Tech Stocks?#TechStocks #AIBubble #StockMarket

  • November 2 · 39 min

    Gold Plunges Below $4,000: Collapse Or Rebound Next? | Derek Macpherson

    Learn more about West Point Gold here: https://westpointgold.com/ (TSX.V: WPG | OTCQX: WPGCF).Derek Macpherson, CEO & President of West Point Gold (TSX.V: WPG | OTCQX: WPGCF), discusses the gold market, the challenges facing mining companies, and West Point Gold’s exploration projects, financing strategy, and growth plans.*This video was recorded on October 26, 2026 and is disseminated on behalf of West Point Gold (TSX.V: WPG | OTCQX: WPGCF).Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DEREK MACPHERSON AND WEST POINT GOLD:X: https://x.com/WestPointGoldUSWebsite: https://westpointgold.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.00:00 -Gold at $4,000: What's Driving the Market?02:26 - Inflation, Interest Rates, and Central Bank Gold Buying06:17 - Gold's Role in an Investment Portfolio07:33 - Gold Mining Stocks, Financing, and Market Conditions11:44 - Gold Prices and Mining Project Economics12:40 - West Point Gold: Projects in Arizona and Nevada17:34 - Gold Chain Project: Resource Estimates and Drilling Plans24:02 - Nevada Projects, Kinross Partnership, and Shareholder Value30:32 - Shareholder Dilution, Institutional Investors, and Upcoming Milestones#gold #investing #stocks

  • November 2 · 31 min

    Historic Market Implosion: Bigger Crash Or Rebound Next Week? | Gareth Soloway

    🔒 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/1571482669Gareth Soloway, President of Verified Investing, discusses the historic tech stock selloff, potential buying opportunities, oil prices, recession risks, and his outlook for Bitcoin, gold, silver, and the stock market.*This video was recorded on October 31, 2026Watch Gareth's last interview with me: https://youtu.be/OKOg_gFGpNQ?si=47QXynoI-xMbGhlPSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.com/YouTube: https://www.youtube.com/@UCGKi5Wa5C9DqNYeKSDk0PAwFOLLOW 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 - Tech Stocks Crash: What's Next?0:55 - Market Selloff Or Sector Rotation?3:39 - Is It Time To Buy Tech Stocks?6:18 - Intel's Historic 30% Crash9:20 - Dead Cat Bounce Or Market Recovery?10:25 - Oil Prices Threaten Stock Markets13:00 - Fed Rate Hike & Recession Risks14:37 - Midterm Elections & Market Outlook18:31 - Tech Stocks Gareth Is Buying19:51 - CoreWeave's Debt Problems21:30 - Micron's Next Major Move22:20 - Bitcoin Crash & Price Targets26:09 - Gold's Next Downside Target27:46 - Why Gareth Is Buying Silver29:32 - Treasury Yields & Stock Market Outlook#StockMarket #TechStocks #trading

  • October 30 · 30 min

    Tech Bloodbath Now: Is Bubble Pop Finally Happening? | Chris Vermeulen

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, discusses the sharp tech stock selloff, growing concerns over AI spending, shifting investor sentiment, and what market trends are signaling for stocks, gold, and bonds.Watch Chris' last interview with me: https://youtu.be/6WHRPzqFvYc*This video was recorded on October 30, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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.00:00 – Tech Stocks Crash: Is the AI Bubble Bursting?03:17 – Semiconductor Selloff and Institutional Selling05:15 – Investors Rotate Into Defensive Stocks06:30 – Market Panic, Margin Calls, and Forced Selling08:40 – Nasdaq Outlook: How Much Further Could Stocks Fall?10:59 – AI Spending Concerns and Tech Earnings14:48 – Could This Be the Start of a Financial Crisis?18:37 – What Happens When Markets Reopen Monday?20:32 – Gold Breaks Below $4,000: What's Next?25:27 – Where Investors Are Moving Their Money27:17 – Treasury Yields, Inflation, and Market Risks#StockMarket #investing #trading

  • October 30 · 27 min

    Forget AI: Much Bigger Investment Cycle Already Underway | Nikolaos Cacos

    Learn more about GRG Resources (TSX-V: GRG | OTCQB: GARWF): https://grgresources.com/Nikolaos Cacos, CEO & President of GRG Resources, discusses the outlook for gold and copper, mining opportunities in South America, and the company's exploration projects and growth strategy.*This video was recorded on October 26, 2026 and disseminated on behalf of GRG Resources (TSX-V: GRG | OTCQB: GARWF).Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NIKOLAOS CACOS AND GRG RESOURCES:Website: https://grgresources.com/X: https://x.com/GRGResourcesFOLLOW 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.00:00 - Gold, Copper, and the Mining Industry00:54 - Are Commodities Entering a Supercycle?02:54 - Which Metals Offer the Most Potential?04:52 - What's Driving Gold Prices?07:28 - Copper Demand and the Global Economy09:06 - Why Invest in South American Mining?09:49 - GRG's Flagship Gold Project in Chile13:49 - Drilling Results and Upcoming Catalysts16:53 - $13 Million Royalty Deal and Growth Strategy#copper #gold #investing

  • October 30 · 20 min

    Fed Split Over Rates: Why Didn't The Fed Hike Today?

    The Federal Reserve held interest rates steady in a divided 10–2 decision despite persistent inflation and rising Treasury yields, as Chair Kevin Warsh addressed growing expectations of a December rate hike and the implications for financial markets.Hosted by Producer Matt Milligan.*This video was recorded on October 28, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 MATTHEW D. MILLIGAN:X: https://x.com/MilliganMattDAcademic work: https://matthewdmilligan.academia.edu/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 - Fed Holds Rates in Divided 10-2 Decision0:39 - Warsh: Strong Economy, Persistent Inflation3:26 - Fed Tightens Financial Conditions, Changes Meeting Schedule7:31 - Why Didn't the Fed Raise Rates?11:19 - Oil Prices, Inflation and Treasury Yields13:08 - How Higher Interest Rates Impact AI15:50 - December Rate Hike: What Happens Next?17:34 - Is the Economy Running Too Hot?20:15 - What's Next for Rates and Markets?#investing #economy #interestrates

  • October 29 · 43 min

    Microsoft AI Jobs Shock: 60,000 Buyouts, Who's Next? | Eric Basmajian

    Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, discusses the impact of AI on jobs, the weakening labor market, housing risks, and what interest rates and wage growth mean for the U.S. economy.Watch Eric's last interview: https://youtu.be/YHWw-UDPo4w*This video was recorded on October 27, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 ERIC BASMAJIAN:EPB Research: https://epbresearch.com/X (@EPBResearch): https://x.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW 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 - AI Layoffs: Is Your Job Safe?2:01 - Why Hiring Is So Weak Despite Low Layoffs7:03 - White-Collar vs. Blue-Collar Jobs: Who's Most at Risk?11:36 - AI Productivity: Who Benefits From the Gains?18:35 - Will AI Cause Structural Unemployment?24:17 - Why Americans Feel Worse About the Economy27:42 - Small Businesses Face Growing Uncertainty33:59 - Why Young Workers Are Struggling to Find Jobs37:51 - Fed Rate Hikes, 2027 Wage Outlook, and Housing Risks#economy #jobs #stocks

  • October 29 · 38 min

    Fed's Next Mistake? Ex-Fed President Warns Of Market Fallout | Thomas Hoenig

    Go to https://san.com/davidlin to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Thomas Hoenig, former President of the Kansas City Fed, former Vice Chairman of the FDIC, and currently the Distinguished Senior Fellow at the Mercatus Center, discusses the Federal Reserve's interest rate policy, rising government debt, mounting risks in the banking and AI sectors, and the impact of higher borrowing costs on the housing market and broader economy.*This video was recorded on October 27, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 HOENIG:The Mercatus Center: https://www.mercatus.org/ X (@tom_hoenig): https://x.com/tom_hoenigFOLLOW 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.3:08 - Kevin Warsh's Fed and the Fight Against Inflation7:10 - Why the Fed's Zero-Interest-Rate Policy Was a Mistake11:19 - Should the Fed Raise Interest Rates Further?14:54 - Why Bond Yields Are Rising Worldwide18:42 - Unrealized Bank Losses and Financial Stability21:00 - AI Debt Crisis: CoreWeave, Oracle and Private Credit27:08 - Banks' Exposure to AI and Growing Credit Risks33:00 - Housing Market Stress and the Risk of Financial Crisis#economy #investing #federalreserve

  • October 28 · 47 min

    China's Tech Stocks Crash 40%: Is Wall Street Next? | David Woo

    Start earning interest in gold: https://Monetary-Metals.com/LinDavid Woo examines Anthropic's IPO, China's 40% tech stock crash, mounting AI debt risks, the possibility of renewed U.S. strikes on Iran, and the outlook for oil, stocks, and gold.*This video was recorded on October 27, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 WOO: X: https://x.com/DavidwoounboundWebsite: https://www.davidwoounbound.com/David Woo Unbound YouTube: https://www.youtube.com/@DavidWooUnboundFOLLOW 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 - AI Bubble & Iran War Warning1:17 - Anthropic IPO & Financial Losses2:42 - China's AI Stocks Crash 40%5:28 - Anthropic's $2 Trillion Valuation7:14 - AI Revenue Growth Slows9:06 - Data Center Costs & Profit Margins12:00 - What Investors Should Watch13:19 - Big Tech's AI Spending Problem16:40 - Nasdaq Selloff & Market Risks19:33 - Iran War Escalation Warning23:04 - Israeli Election & Trump's Next Move27:29 - Brazil's Election & Market Selloff30:14 - Why Oil Prices Remain High35:01 - Oil Shock Threatens Tech Stocks38:06 - France Crisis & Gold Outlook#AIBubble #IranWar #StockMarket

  • October 27 · 35 min

    Housing Shock: Biggest Seller/Buyer Gap In History | Daryl Fairweather

    Start earning interest in gold: https://Monetary-Metals.com/LinDaryl Fairweather, Chief Economist at Redfin, discusses the U.S. housing market, mortgage rates, affordability challenges, regional housing trends, and what buyers and sellers need to know.Watch Daryl's last interview: https://youtu.be/sIoJK7fw5So*This video was recorded on October 26, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 DARYL FAIRWEATHER:X (@fairweatherphd): https://x.com/FairweatherPhD"Hate The Game" Substack: https://hatethegame.substack.com/Redfin Website: https://www.redfin.com/"Hate The Game" book link: https://www.amazon.com/Hate-Game-Economic-Cheat-Codes/dp/0226839524?crid=3JDZFKSSTTQ8F&dib=eyJ2IjoiMSJ9.IehFBeklacEbQAxwbuSMFX8ftXtA_iuNCz0gc5M41ZM.MkSwf17i2ipLMR6TMQzFKz_eKXCZV-qUG_dkf0AMS0A&dib_tag=se&keywords=hate+the+game+daryl+fairweather&qid=1770743700&sprefix=%2Caps%2C154&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.00:00 – Intro.01:19 – Home Sales Plunge as Affordability Worsens03:50 – Why Home Prices Remain High and Construction Slows07:21 – U.S. Housing Market vs. Global Real Estate Downturn12:09 – Mortgage Rates, AI Boom, and Housing Prices17:05 – Hottest Housing Markets: San Francisco and the Northeast21:38 – Foreclosures and Biggest Buyer's Markets25:45 – Midwest Housing Boom and Rental Market Trends28:01 – Housing Outlook: Should You Buy or Rent?#housing #realestate #economy

  • October 26 · 30 min

    ‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch

    Start earning interest in gold: https://Monetary-Metals.com/LinDavid Busch, CIO of Trajan Wealth, discusses the shifting outlook for stocks and bonds, growing risks in the AI boom, inflation pressures, and the widening divide between wealthy and struggling American consumers.Watch David Busch's last interview: https://youtu.be/-8Gcs7cPnIU*This video was recorded on October 23, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 BUSCH:Website: https://trajanwealth.com/YouTube: www.youtube.com/@trajanwealthFOLLOW 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.00:00 – Intro.01:47 – How Higher Bond Yields Affect Stocks03:43 – Is the 60/40 Portfolio Making a Comeback?04:50 – Tech Stock Rotation and the Next Phase of AI06:51 – Why AI Companies Are Being Punished Despite Strong Earnings09:11 – China's AI Competition and Risks to U.S. Tech11:53 – CoreWeave, Oracle, and AI Debt Risks16:05 – AI Opportunities: Finding Value or Falling Into a Trap19:50 – Iran War, Inflation, and the Fed's Next Move22:46 – Consumer Spending and America's Two-Speed Economy26:18 – The Disappearing Middle Class and Economic Outlook#stocks #investing #economy

  • October 26 · 47 min

    The 'Unravelling' That Triggers Biggest Market Reset Ever | Peter Grandich

    Peter Grandich warns of mounting stock market risks as the AI bubble unravels, oil prices surge, and U.S. debt pressures grow, while discussing the possibility of a historic market crash and opportunities in gold and copper.For more information on Brixton Metals: https://brixtonmetals.com/*This video was recorded on October 23, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 - Stock Market Crash Warning0:45 - Iran War & Oil Prices3:40 - AI Bubble Unravels5:34 - Midterm Elections & Market Risks9:22 - Could Trump Leave Office?11:47 - Energy Stocks & Oil Supply16:29 - Stock Market Rotation Begins19:47 - AI Debt & Credit Risks22:19 - When Could The Market Crash?23:45 - Gold's Next Major Move27:27 - U.S. Debt & Bond Market Risks33:37 - Nvidia & Historic Market Bubbles35:45 - Worse Than 1929?41:06 - Copper's Long-Term Outlook42:05 - Protecting Wealth In 2027#StockMarketCrash #AIBubble #investing

  • October 23 · 20 min

    Stocks Crash On Strong Earnings...What's Breaking?

    Tech stocks are selling off despite strong earnings as Meta, Tesla, CoreWeave, and Oracle face mounting questions about AI spending, debt, profitability, and future returns.*This video was recorded on October 22, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 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 - Tech Stocks Sell Off1:15 - Meta's AI Spending Problem3:37 - Tesla's Shrinking Profits6:27 - CoreWeave's Debt Crisis11:44 - Oracle's AI Financing Risks16:01 - The Bigger AI Bubble Risk#AIStocks #TechStocks #StockMarket

  • October 22 · 40 min

    Massive Selloff Today: Start Of Something Bigger? | Ole Hansen

    Start earning interest in gold: https://Monetary-Metals.com/LinOle Hansen, Head of Commodity Strategy at Saxo Bank, discusses the market selloff, the Iran war's impact on global energy supplies, and the forces driving gold, natural gas, agricultural commodities, and copper.Watch Ole's last interview: https://youtu.be/x86q4tjlTOs*This video was recorded on October 22, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 OLE HANSEN:Insights at Saxo: https://www.home.saxo/insightsX (@Ole_S_Hansen): https://x.com/Ole_S_HansenSubstack: https://oleshansen.substack.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.00:00 - Market Selloff and AI Bubble Fears04:13 - Oil Flows Return to Pre-War Levels09:24 - Shipping Risks in the Strait of Hormuz14:16 - Diesel Shortages and Refinery Crisis19:43 - Europe's Natural Gas Supply Crunch23:35 - Russian Diesel and Global Energy Prices26:07 - Gold Outlook and Price Targets30:59 - France's Debt Crisis33:47 - Grains Selloff and Copper Outlook#investing #oil #stocks

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