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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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August 25 · 28 min
Treasury’s $1 Trillion Rescue: What’s Next For Stocks, Gold, Oil | 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 Treasury’s bond-market intervention, rising interest-rate risks, the outlook for stocks and commodities, and how he is trading gold, Bitcoin, silver, and oil amid heightened market volatility.Watch Bubba's last interview: https://youtu.be/95se0_3Wun0*This video was recorded on August 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW 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.00:00 - Intro.02:45 - Why Todd Thinks Treasury Intervention Will Fail05:08 - How He’s Trading Gold, Bitcoin & Bonds08:42 - Stock Market Outlook & Shorting Opportunities11:34 - Food Inflation & Agricultural Commodities13:18 - Gold, Silver & Bitcoin: Biggest Upside Opportunities15:19 - Iran Sanctions & Why Todd Is Short Oil21:29 - Oil Below $70? Backwardation Explained24:37 - Bitcoin’s Biggest Rally in 3 Years: Buy or Sell?#trading #investing #economy
August 24 · 41 min
‘We’re In A Financial Crisis’: Treasury Readies $1 Trillion Warchest | Danny Moses
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Danny Moses, legendary ‘Big Short’ investor, Host of the "On The Tape" podcast and co-author of the "What Are We Doing?" Substack, discuss Treasury intervention in the bond market, debt and interest-rate pressures, financial-system risks, gold, AI financing, and broader concerns about U.S. economic policy.Watch Danny's last interview: https://youtu.be/sLwoDhhfk3s*This video was recorded on August 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DANNY MOSES:X (@dmoses34): https://x.com/dmoses34"What Are We Doing?" Substack: https://whatarewedoingonthedesk.substack.com/"On The Tape" podcast: https://www.youtube.com/@OnTheTapeFOLLOW 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.3:00 — Why Treasury Is Trying to Cap Bond Yields8:06 — Can the Treasury’s Bond Buyback Strategy Work?11:55 — The Fed, Bank of Japan and the Rate Policy Bind14:14 — What Higher Yields Would Mean for Credit and Markets18:22 — What Government Intervention Means for Gold and Risk Assets23:36 — Are We Already in a Financial Crisis?29:08 — Chip Selloff, AI Spending and Market Risk34:04 — Trading the Yield Curve and the Risks Ahead#investing #economy #trading
August 21 · 44 min
Money Printing Explodes: Arthur Hayes Says Gold, Bitcoin Melt-Up Next
Sign up for Peoples Reserve Newsletter here: https://www.peoplesreserve.com Arthur Hayes, Chief Investment Officer and co-founder of Maelstrom and CEO of the Flop Network, discusses the AI investment boom, the forces driving crypto and global markets, the growing role of government and credit, and his new vision for combining AI agents with blockchain technology.Watch Arthur's last interview: https://youtu.be/fBXNsww78PM*This video was recorded on August 18, 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 ARTHUR HAYES: X (@CryptoHayes): https://x.com/CryptoHayes Substack: https://cryptohayes.substack.com/LinkedIn: https://www.linkedin.com/in/arthur-hayes-b493b42/IG: https://www.instagram.com/cryptohayes/Flop X: https://x.com/Flop_LabsFlop Website: https://flop.finance/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.6:30 - Why the AI Boom Isn’t Over Yet9:41 - Chip Selloff & The AI Credit Cycle12:01 - Is Crypto Dead?15:30 - Why Bitcoin & Crypto Are Lagging Stocks20:34 - AI, Money Printing & Government Intervention23:53 - The AI Boom’s 2008-Style Credit Risk33:34 - Building a Currency for AI Agents40:43 - AI’s Future, Human Impact & Altcoin Season#bitcoin #AI #crypto
August 21 · 32 min
Warning: Interest Rates Not Done Surging; Treasury’s ‘Bazooka’ Coming | Peter Boockvar
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Peter Boockvar, CIO of One Point BFG Wealth Partners, discusses the Treasury’s attempt to contain rising bond yields, why he expects long-term rates to move higher, and what it means for the dollar, stocks, Bitcoin, commodities, and inflation.*This video was recorded on August 20, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW PETER BOOCKVAR: X: https://x.com/pboockvarThe Boock Report: https://peterboockvar.substack.com/Website for OnePoint BFG: https://www.onepointbfg.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 - Treasury Intervention & Market Reversal3:34 - Why Bond Yields Snapped Back6:23 - Why Treasury Buybacks Won’t Work8:05 - Treasury’s Line in the Sand10:21 - Can Yields Break 5%?11:40 - Fed QE & Yield Curve Control14:36 - What Higher Yields Mean for the Economy17:28 - Dollar Outlook18:03 - What’s Treasury’s Next “Bazooka”?19:19 - Bitcoin & Gold20:43 - Rising Yields Threaten Stocks22:24 - Corporate Debt & Credit Warning23:42 - Fed vs. Treasury25:47 - Jackson Hole & Fed Outlook26:58 - Inflation Spreads to Food30:40 - Investment & Asset Outlook#BondMarket #TreasuryYields #FederalReserve
August 20 · 38 min
Interest Rates Explode: 'Everything Blows Up' Once This Level Hits | 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 The Technical Traders, Watch Chris' last interview: https://youtu.be/7bqs3hKc-fk*This video was recorded on August 20, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW 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.3:08 - Gold Rally: Breakout or False Start?8:07 - Bitcoin Surges 17% — Is It Finally Waking Up?16:03 - 30-Year Yield Breakout & 8% Warning19:42 - S&P 500 and Nasdaq Price Targets24:45 - Gold Sentiment & Contrarian Warning28:02 - When to Sell Stocks and Raise Cash32:40 - Biggest Risks Investors Make After a Rally36:04 - How Chris Protects Capital Through Market Cycles#stocks #trading #investing
August 20 · 35 min
Major Market Intervention: Why Did Treasury Just Double Bond Buybacks? | Danielle DiMartino Booth
Start earning interest in gold: https://Monetary-Metals.com/LinDanielle DiMartino Booth, CEO of QI Research, discusses the Treasury’s surprise expansion of long-term bond buybacks, pressure in the credit market, the Fed’s rate outlook, weakening labor conditions, and what rising debt and borrowing costs mean for the economy and markets.*This video was recorded on August 19, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW 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 - Treasury Doubles Bond Buybacks2:20 - Operation Twist Explained4:20 - Fed-Treasury Coordination?5:48 - Fed Minutes & Rate Outlook9:01 - Fed Response to Treasury Buybacks11:01 - Inflation & Future Rate Hikes14:28 - Why Treasury Is Intervening15:43 - Have Treasury Yields Peaked?19:01 - Gold & Risk Asset Outlook23:48 - Labor Market Weakens26:19 - AI, Jobs & Inflation30:45 - What Treasury Does Next34:00 - Biggest Risks Ahead#economy #investing #federalreserve
August 20 · 30 min
Emergency Bond Buybacks: Gold, Stocks Soar, What's Next For Markets? | Adrian Day
Learn more about Brixton Metals (TSXV: BBB | OTCQB: BBBXF) here: https://brixtonmetals.com/Adrian Day, President of Adrian Day Asset Management, discusses Treasury efforts to push down long-term yields, the implications for gold and mining stocks, persistent fiscal and debt pressures, and the broader outlook for precious metals and commodities such as copper.Watch Adrian's last interview: https://youtu.be/irw_Z6o1r44*This video was recorded on August 19, 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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.5:01 - Gold’s Rally & Bullish Signals9:33 - Should Investors Buy More Gold?10:24 - Gold Rally or Dead Cat Bounce?13:35 - Are Treasury Buybacks Inflationary?14:45 - What Drives Gold Mining Stocks?17:25 - Why Institutions Are Missing Gold Miners21:55 - Gold’s $3,000 Floor & Debt Breaking Point25:17 - Copper, Oil & the Commodity Cycle#gold #investing #economy
August 18 · 47 min
Gold Explodes, But Lobo Tiggre Is Not Buying, Here's Why
Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Lobo Tiggre, Founder of The Independent Speculator, discusses gold and silver, stagflation, rising interest rates, the Iran-driven oil shock, and opportunities across copper, uranium, and other hard assets.Watch Lobo's last interview: https://youtu.be/4rPvgifBkwg*This video was recorded on August 18th, 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 LOBO TIGGRE:The Independent Speculator: https://independentspeculator.com/X (@duediligenceguy): https://X.com/duediligenceguyFOLLOW 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.5:00 - Mining Stocks Surge & Sentiment Flips12:16 - Long-Term Gold Bull Case & Currency Debasement15:02 - Rising Yields, Stagflation & Market Risks21:23 - Fed Policy & Investing Through Stagflation25:22 - Iran, Hormuz & Higher Oil Prices29:39 - Bullion, Cash & Long-Term Wealth Preservation36:08 - Copper Demand, Tariffs & Mining Economics43:18 - Uranium’s Next Opportunity#inflation #gold #investing
August 18 · 1 hr 11 min
What Happens When Yen Collapses? Economist Steve Hanke On Next Currency Crisis
🔒 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/1571482669 Economist Steve Hanke explains the yen intervention, the forces driving currency crises, lessons from the 1997 Asian Financial Crisis, and whether another major crisis could be ahead.Write to us! Submit questions/comments for the next episode:Steve Hanke's email: hanke@jhu.eduDavid Lin's email: david@thedavilinreport.com*This video was recorded on August 17, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW 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 - Yen intervention and why it failed3:59 - Why the yen keeps weakening9:00 - Yen carry trade and Treasury yields12:03 - Bond yields, stocks, and gold14:24 - Japan’s monetary policy problem16:52 - How the Asian Financial Crisis began20:27 - Indonesia’s currency collapse23:34 - How currency boards stopped crises28:25 - Hanke’s plan to save the rupiah31:24 - Why the U.S. and IMF opposed the plan33:03 - Hanke challenges the IMF’s account48:48 - Russia’s 1998 currency collapse53:02 - Why currency boards disappeared56:33 - How Hanke would stabilize the yen1:00:26 - How Hong Kong survived the crisis1:05:21 - Defending currencies from collapse1:09:00 - Could an Asian Financial Crisis happen again?#economy #investing #japan
August 17 · 45 min
‘Permanent Inflation’ Is Here; Economist Reveals Assets To Survive | Mark Skousen
Start earning interest in gold: https://Monetary-Metals.com/LinMark Skousen, economist and author, discusses the outlook for stocks, inflation, gold, AI, and the economy, including how long the current bull market could last and what could ultimately bring it to an end.*This video was recorded on August 13, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MARK SKOUSEN:Forecasts & Strategies: https://www.markskousen.com/_/publications/forecasts-and-strategies/Freedom Fest: https://www.freedomfest.com/X (@MarkSkousen1): https://x.com/MarkSkousen1FOLLOW 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 - Market crisis warning1:55 - Benjamin Franklin’s economic lessons3:55 - America’s permanent inflation era8:04 - Why inflation won’t disappear12:48 - The new Roaring ’20s17:13 - Gold outlook and $17,000 crisis scenario22:22 - Investing in permanent inflation24:28 - Lessons from the 1987 crash27:39 - AI correction or bubble burst?28:46 - How long the bull market could last34:33 - The crisis that could “murder” the market38:37 - The “shovels” of the "gold rush"40:07 - Economic outlook and gross output#stocks #investing #economy
August 17 · 50 min
This Is When It Market Rally Ends And Stocks To Own Now | Jay Singh
Start earning interest in gold: https://Monetary-Metals.com/LinJay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, discuss the market rebound, AI spending, corporate earnings, consumer weakness, interest rates, gold, and the major investment themes shaping the second half of 2026.Watch Jay's last interview: https://youtu.be/r17-6C5ul6g*This video was recorded on August 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 JAY SINGH:Special Situations Research Newsletter: https://www.specialsitsresearch.com/X (@SpecialSitsNews): https://x.com/SpecialSitsNewsFOLLOW 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.4:00 - Jay’s Special Situations Trades11:45 - How Leverage Destroyed an AI Hedge Fund15:43 - Big Tech’s AI Spending Boom23:17 - AI, Iran & Record S&P Earnings29:16 - What Matters for Nvidia Earnings31:40 - Wall Street vs. The American Consumer38:38 - What Could Kill the Market Rally?46:36 - Biggest Investment Themes for Late 2026#stocks #economy #investing
August 14 · 28 min
When And How Does The Iran War End? Expert Reveals The Endgame | Trita Parsi
Start earning interest in gold: https://Monetary-Metals.com/LinTrita Parsi, Executive Vice President of The Quincy Institute, discuss the Iran war, control of the Strait of Hormuz, the limits of U.S. military options, Iran’s domestic politics, regional tensions, China’s role, and the diplomatic challenges facing both sides.Watch Trita's last interview: https://youtu.be/H6wxLuaC4Go*This video was recorded on August 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 TRITA PARSI:Website: https://www.tritaparsi.com/Quincy Institute: https://quincyinst.org/Substack: https://tritaparsi.substack.com/X (@tparsi): https://x.com/tparsiFOLLOW 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.4:56 - Iran’s Government, Public Opinion & Regime Change9:24 - Iran’s Attacks on Gulf States & Regional Fallout11:45 - Iran’s Demands & Prospects for Negotiations13:49 - Can the Strait of Hormuz Be Bypassed?15:10 - Can the U.S. Force the Strait Open?16:37 - Why the Iran-U.S. Ceasefire Collapsed18:51 - China, Oil Markets & Pressure From Asia23:50 - Israel, Lebanon & When the Iran War Could End#geopolitics #iran #economy
August 14 · 43 min
These Markets To Double Next, Gold To $9,000: The Debasement Trade Is Exploding | Jim Thorne
Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, discusses how debt, interest rates, Japan’s currency stress, AI investment, inflation, Canada’s economy, and shifting monetary policy are reshaping global markets.Watch Jim's last interview: https://youtu.be/A30Ky6H3GCU*This video was recorded on August 11, 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 JIM THORNE:Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/X (@DrJStrategy): https://twitter.com/DrJStrategyFOLLOW 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.6:38 - Japan, the Yen Carry Trade and Financial Risk10:41 - Yen Intervention and the Danger of High Rates15:33 - Canada’s Secular Stagnation and Housing Crisis21:22 - Yen Weakness, Treasuries and Yield Curve Control24:26 - Gold, Silver and Bitcoin33:31 - Inflation, Fed Policy and the Path to Rate Cuts38:24 - AI Capex Boom and the Next Market Leaders#stocks #investing #economy
August 13 · 46 min
Massive Money Printing Alert: Next Asset To 'Vertical Moonshot' | Clem Chambers
Start earning interest in gold: https://Monetary-Metals.com/LinClem Chambers, founder of A New FN, about the stock market rally, gold, copper, inflation, AI-driven investment, U.S.-China relations, and how liquidity and energy demand are reshaping global markets.Watch Clem's last video: https://youtu.be/12GGEIB4Tco*This video was recorded on August 12, 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 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 - Intro.2:40 - Why Xi’s U.S. Visit Could Move Markets4:29 - Strait of Hormuz, Iran & U.S. Strategy12:01 - Gold Rally: Is $8,000 Possible?15:12 - Why Copper Could Outperform Gold19:24 - AI Boom, Energy Demand & Copper Shortage29:35 - Semiconductors, Yen, Bitcoin & S&P 50037:07 - Money Printing, Inflation & Reindustrialization40:33 - Best Opportunities in the Coming Bubble#economy #trading #stocks
August 12 · 54 min
Fund Manager Called Tech Wipeout, Now Warns Rally Is A ‘Trapdoor’ | Thomas Hayes
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Thomas Hayes, Managing Member of Great Hill Capital, discusses inflation, interest rates, the recent tech rebound, risks around the AI investment boom, and why he sees opportunities emerging outside the market’s most crowded trades.Watch Thomas' last interview: https://youtu.be/flsQGonVOLA*This video was recorded on August 12, 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 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.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.1:18 - Inflation, The Fed & Rate Cut Outlook4:37 - Bond Yields, The Fed & Yield Control8:44 - Yen Intervention & The Dollar Outlook11:05 - Why The AI Rally Is A “Dead Cat Bounce”20:35 - Where Hayes Is Rotating His Money27:08 - Tariffs, Buybacks & AI Spending33:38 - The $500 Billion AI Financing Risk45:03 - Stocks & Sectors That Can Survive AI#stocks #ai #investing
August 12 · 43 min
These Markets To Double Next, Gold To $9,000: The Debasement Trade Is Exploding | Jim Thorne
Go to https://LinTrustsGold.com or text LIN to 35052 to learn more about Augusta Precious Metals! Jim Thorne, Chief Market Strategist at Wellington-Altus Private Wealth, discusses how debt, interest rates, Japan’s currency stress, AI investment, inflation, Canada’s economy, and shifting monetary policy are reshaping global markets.Watch Jim's last interview: https://youtu.be/A30Ky6H3GCU*This video was recorded on August 11, 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 JIM THORNE:Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/X (@DrJStrategy): https://twitter.com/DrJStrategyFOLLOW 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.6:38 - Japan, the Yen Carry Trade and Financial Risk10:41 - Yen Intervention and the Danger of High Rates15:33 - Canada’s Secular Stagnation and Housing Crisis21:22 - Yen Weakness, Treasuries and Yield Curve Control24:26 - Gold, Silver and Bitcoin33:31 - Inflation, Fed Policy and the Path to Rate Cuts38:24 - AI Capex Boom and the Next Market Leaders#stocks #investing #economy
August 12 · 42 min
Biggest Market Shift Now: ‘You’re Making A Mistake’ Ignoring These Assets | Ted Oakley
🔒 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/1571482669 Ted Oakley, CFA, Founder and Managing Partner of Oxbow Advisors, discusses energy, interest rates, stock market valuations, commodities, precious metals, critical minerals, and how investors should think about risk and portfolio positioning in today’s market.Watch Ted's last interview: https://youtu.be/Eq8i5jLEnac*This video was recorded on August 11, 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.7:54 - Stocks, Bond Yields & Valuation Risks13:08 - Inflation & the Long End of the Yield Curve17:04 - Bullish Sentiment, Dip Buying & Market Risk21:00 - Earnings, Big Tech & Hyperscalers23:10 - Data Centers, Critical Minerals & Uranium30:02 - Precious Metals & When to Take Profits38:06 - Best & Worst Assets to Own Now#investing #economy #stocks
August 11 · 53 min
'The Supercycle Is Not Coming, It's Here'; Frank Giustra & Ian Harris On Ultimate 'Shortage' Trade
Frank Giustra, CEO of the Fiore Group, and Ian Harris, CEO of Copper Giant (TSXV: $CGNT | OTCQB: LBCMF) discuss the the global copper supply crunch, the strategic importance of critical minerals, Colombia’s changing mining landscape, and the development of Copper Giant’s Mocoa project.Check out Copper Giant's news releases here: https://www.coppergiant.co/blogWatch Frank's last interview: https://youtu.be/sh44MqlMVrcWatch Ian's last interview: https://youtu.be/w8go6M9sFmg*This video was recorded on August 7, 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 FRANK GIUSTRA:Website: https://frankgiustra.com/X(@Frank_Giustra): https://x.com/Frank_GiustraFOLLOW IAN HARRIS:X (@ianharrismining): https://x.com/IanHarrisMiningCopper Giant X(@Cu_Giant): https://x.com/Cu_GiantWebsite: https://coppergiant.co/Ian's What'sApp: +1 303 956 2944FOLLOW 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.4:27 - Why Colombia Could Become a Critical Copper Hub8:18 - U.S. Critical Mineral Stockpiling and Geopolitics12:17 - Copper Giant’s Rally and Colombia’s Political Shift19:46 - Mining Ownership, Regulation, and Nationalization Risk25:47 - $31M Financing, Trafigura Deal, and Shareholder Dilution36:41 - Frank Giustra’s Track Record and the Mocoa Opportunity42:45 - Is Copper the New Safe Haven? China’s Refining Dominance50:18 - Copper Giant’s Next Major Catalyst#investing #commodities #stocks
August 10 · 43 min
Investor Called Chips Crash, Now Warns ‘We’re Nearing The End’ Of Stock Rally | Jim Welsh
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Welsh, Founder and Author of Macro Tides, breaks down the latest stock market rally, the strength of the U.S. economy, Fed policy, rising bond yields, semiconductor weakness, and the technical setup for gold and gold stocks.Watch Jim's last interview here: https://youtu.be/ctlD5rI3C6I*This video was recorded on August 7, 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 JIM WELSH:X (@jimwelshmacro): https://x.com/JimWelshMacroWebsite for Macro Tides: https://www.macrotides.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.2:05 - S&P 500 Rally & What Comes Next6:01 - Is The U.S. Economy Really Strong?8:20 - Jobs Report, Inflation & Fed Rate Hikes12:19 - Bond Yields & The Global Rate Shift16:41 - Semiconductor Rally: Recovery Or Retracement?25:28 - Gold Rally & Technical Outlook32:40 - Strait Of Hormuz & Geopolitical Market Risk35:56 - Fed Credibility, Forward Guidance & What Jim Is Trading#stocks #economy #trading
August 10 · 42 min
Markets Surge: Where's The Top? Trader On Next Levels For Stocks, Gold | Kevin Steuer
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Kevin Steuer, Managing Partner of Stock TA, discusses the sudden rebound in stocks and gold, his outlook for tech, oil and precious metals, and why the AI boom faces major risks from high valuations, rising costs and America’s growing power and critical-minerals constraints.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 KEVIN STEUER:StockTA's X account: https://x.com/StockTAdotComStockTA's website: https://www.stockta.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 - Markets Rebound to Record Highs2:11 - What’s Driving the Rally?4:18 - Best Sectors and Trades Right Now7:59 - Tech and Software Outlook9:18 - Market Signals and Buying Opportunities14:09 - Oil, Inflation, and Market Risk16:09 - Gold Breakout and $4,600 Target20:47 - SpaceX and Tech Outlook22:40 - Bond Market and Fed Risks26:43 - How to Outperform This Market32:11 - Deflation Trade Reversal35:36 - AI Bubble and Chip Crash39:34 - America’s AI Power Problem#stocks #investing #markets

Showing 101–120 of 147 episodes