Sign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit. Kathy Jones, Chief Fixed Income Strategist at Charles Schwab, discusses the outlook for bond yields, inflation, the U.S. dollar, and Fed monetary policy. *This video was recorded on October 31, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW KATHY JONES: Charles Schwab: https://www.schwab.com/learn X (@KathyJones): https://x.com/KathyJones FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:27 - Inflation expectations 2:47 - Q3 GDP and retail sales 4:16 - Unemployment rate outlook 6:21 - Wage growth 8:21 - AI and unemployment 9:50 - Oil and inflation 10:26 - Fed monetary policy outlook 13:36 - Yield curve 14:30 - MOVE index 15:23 - Duration risk 19:45 - Corporate bonds 20:39 - Dollar outlook 22:50 - Fed funds rate vs. Treasury yield #dollar #investing #economy

Sign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit. John Deaton, Managing Partner, Deaton Law Firm and Senate Candidate for Massachusetts, discusses the most important economic issues facing America that need to be addressed today. *This video was recorded on October 30 2, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOHN DEATON: Website: https://johndeatonforsenate.com/ X (@JohnEDeaton1): https://x.com/JohnEDeaton1 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Why is John running against Elizabeth Warren? 2:50 - Government spending 6:17 - “We end up defaulting” 10:00 - Tariffs 11:19 - Unrealized capital gains 14:20 - Housing affordability 17:00 - Lawsuit against SEC 20:15 - CBDC 21:15 - Cryptos a national security threat? 26:21 - Gary Gentler on enforcement action 28:55 - Bitcoin strategic reserve 30:00 - Military priorities and foreign policy #economy #election #investing

Discover exclusive pricing and offers on precious metals with Bullion Standard. Sign up at bullionstandard.com/davidlin Rick Rule, Founder of Rule Media, and co-founder of Battle Bank, discusses his outlook on inflation, economic growth, energy, precious metals, and the "biggest issue" that the next President will have to address. Watch the last interview with Rick Rule: https://youtu.be/I2EA1SFNyHc?si=6Emo1PkSGGe4U7XO *This video was recorded on October 28, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/ Twitter (@RealRickRule): https://twitter.com/RealRickRule YouTube: https://www.youtube.com/@RuleInvestmentMedia FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:05 - Economic growth prospects 4:50 - Outlook on energy 13:00 - Oil vs. inflation 14:50 - Dollar vs. gold 18:50 - Stagflation 21:14 - “The biggest issue” 24:45 - Fed policy and inflation 29:00 - Gold price outlook 32:00 - BRICS summit 35:00 - Uranium 39:50 - Getting in touch with Rick Rule #economy #inflation #investing

Gary Wagner, Editor of TheGoldForecast.com, discusses recent market volatility, his outlook for geopolitical risks, and the outlook for gold. Watch Gary's last interview with me: https://youtu.be/R9ZD5av7obA?si=kPKqAEaipp48Y0Qx *This video was recorded on October 31, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW GARY WAGNER: The Gold Forecast: https://thegoldforecast.com/ Twitter (@garyswagner): https://twitter.com/garyswagner YouTube: https://www.youtube.com/@Thegoldforecast FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Market volatility explained 2:45 - Inflation and labor market update 4:00 - Gold price performance and outlook 8:00 - Gold vs. Dollar 10:13 - Dollar vs. 10-year yield 11:55 - Gold’s 2012 bear market 13:12 - Geopolitical risk premium 17:39 - Outlook for Iran-Israel conflict 20:11 - Gold and geopolitical tensions 21:10 - Gold technical analysis #economy #trading #gold

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Jordan Nof, co-founder and Managing Partner of Tusk Venture Partners, discusses shifting trends in the tech sector, as well as risks to the Mag 7 stocks. *This video was recorded on October 18, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JORDAN NOF: Tusk Venture Partners: https://www.tusk.vc/ X (@JordanNof): https://x.com/home?lang=en FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Tusk Ventures 2:50 - Fed cuts and liquidity 4:43 - VC investing trends 11:35 - Tech trend shifts 12:38 - Future of automation 16:30 - Tesla Optimus robot 17:30 - AI startups 18:58 - Are tech stocks overvalued? 20:20 - What would trigger a tech correction? 22:40 - Innovation: small vs. large tech companies 24:14 - Shifting culture in tech companies 26:00 - NVIDIA’s biggest competitors #technology #investing #stocks

Sign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit Keith McCullough, CEO of Hedgeye Risk Management, discusses the "stagflationary" environment that the economy is about to enter, and the best and worst assets in this situation. *This video was recorded on October 28, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW KEITH MCCULLOUGH: Hedgeye: https://app.hedgeye.com/? Hedgeye TV: https://hedgeyetv.com/ X (@KeithMcCullough): https://x.com/KeithMcCullough FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Are markets pricing in inflation? 3:15 - Bond yields outlook 6:45 - Gold 7:55 - Stagflation 9:40 - Why is inflation returning? 11:35 - Best and worst assets in stagflation 13:10 - Economic growth outlook 15:41 - Fiscal policies 18:55 - Geopolitics 21:00 - Automated trading “factors” 23:25 - Crowded trades 24:15 - Can funds beat the market? 25:55 - Identifying bullish & bearish trends 28:20 - Fractals #economy #investing #stocks

Sign up for STLLR Gold's (TSX: STLR | OTCQX: STLRF | FSE: O9D) exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Lyn Alden, Founder of Lyn Alden Investment Strategy, discusses the main drivers of the economy into 2025, as well as her most bullish assets into next year. *This video was recorded on October 29, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW LYN ALDEN: Lyn Alden Investment Strategy: https://www.lynalden.com/ Twitter (@LynAldenContact): https://twitter.com/LynAldenContact Broken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6 Ego Death Capital: https://egodeath.capital/team FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Global Risks & Markets 1:08 - Fiscal Deficits & Policy 2:48 - 2025 Debt Ceiling Crisis 5:00 - TGA & Liquidity 7:49 - Stock Market Outlook 10:16 - Inflation Pressures 12:06 - Recession Risk 14:11 - Inflation Types 16:03 - Energy & Inflation 17:11 - Tariffs & Trade 20:40 - Fiscal Policy in 2025 22:38 - Fed Policy & Inflation 24:16 - Rate Cuts Impact 27:08 - Global Rate Sensitivity 30:25 - Bitcoin & Liquidity 33:07 - Stocks, Gold, Bitcoin Correlation 34:58 - Quality Asset Rally 36:19 - Lyn’s Top Picks for 2025 37:41 - Current Projects & Closing #economy #investing #stocks

Dean Skurka, CEO of WonderFi, discusses Presidential election odds as predicted by betting markets, as well as what the crypto markets are signalling, and any changes to crypto regulations following the election. *This video was recorded on October 25, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DEAN SKURKA: WonderFi: https://www.wonder.fi/ X (@WonderFi): https://x.com/WonderFi Coinsquare: https://x.com/Coinsquare Bitbuy: https://x.com/bitbuy FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Election odds per crypto markets 3:30 - Future of crypto regulations 6:00 - Bitcoin dominance 8:35 - Ethereum 11:40 - Bitcoin's next "competitor" 16:46 - Next big crypto use case 18:21 - WonderFi's platform 20:48 - Cryptos with rising popularity #crypto #election #investing

Try InVideo for free at https://invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month Mike McGlone, Senior Commodity Strategist of Bloomberg Intelligence, discusses the best trades for after the Presidential election. Watch Mike's last interview with me: https://youtu.be/5hleEr9oKA4?si=1iqVM09oqR-BI_fq *This video was recorded on October 25, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MIKE MCGLONE: Twitter (@mikemcglone11): https://twitter.com/mikemcglone11 LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Deflation and commodities 3:55 - Which President is markets pricing in? 12:50 - Foreign policy and volatility 14:48 - Oil 17:41 - Tariffs and inflation 19:27 - Gold 24:10 - Silver 27:00 - Which assets will be the next big trade? 27:52 - Mike and trading 31:05 - Bitcoin #economy #investing #election

Joeri Schasfoort, host of Money & Macro, discusses the European economy, outlook for inflation in Europe, and the countries that may experience the most (and least) growth in the next decade. *This video was recorded on October 15, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOERI SCHASFOORT: Money & Macro: https://www.youtube.com/@MoneyMacro/videos X (@JoeriSchasfoort): https://x.com/JoeriSchasfoort FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro & Guest Introduction 1:09 - Joeri’s Shift from Academia to YouTube 2:16 - Why Are Europeans Getting Poorer? 3:06 - U.S. vs. Europe: The Productivity Gap 5:17 - Demographics and Economic Future 8:08 - Eurozone’s Impact on Wealth 13:18 - ECB’s Inflation Response 18:18 - Europe’s Energy Independence & Renewables 24:08 - Rising Economies: India, Africa, and More 27:09 - Economic Growth in an Aging World 31:19 - What’s Next for Joeri’s Channel #economy #europe #economics

Try InVideo for free at https://invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month Zeke Hernandez, Associate Professor at The Wharton School and author of "The Truth About Immigration", discusses the five main economic contributions that immigrants bring, and debunks common myths about immigration. *This video was recorded on October 24, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ZEKE HERNANDEZ: Website: https://zekehernandez.net/ X (@profzeke): https://x.com/profzeke FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:13 - Trump’s immigration policy 2:50 - Crime vs. Immigration 4:20 - Immigrations’ 5 economic contributions 8:30 - Documented vs. undocumented immigrants 14:30 - Work visas 17:00 - Why does country need more immigrants? 18:50 - Skilled vs. unskilled labor 21:13 - Immigration and housing 25:30 - AI and immigration 27:00 - Immigrants and technology adoption 29:50 - Immigrations and wages 32:10 - Capacity for immigration 34:40 - Immigration and geopolitics 36:00 - Debunking immigration myths 38:25 - Lessons from other nations 40:16 - Changes needed for immigration policy #immigration #economy #election

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month *This video was recorded on Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: [email protected] FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off David Bahnsen, Managing Partner of The Bahnsen Group, discusses the Presidential election's likely impact on markets, as well as how the U.S. economy is experiencing "Japanification". *This video was recorded on October 23, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DAVID BAHNSEN: Bahnsen's work: https://www.bahnsen.com/ Dividend Cafe: https://dividendcafe.com/ The Bahnsen Group: https://thebahnsengroup.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Pre-election investing 6:55 - Valuations of markets 10:00 - Dividend stocks investing 11:56 - Soft or hard landing? 14:00 - Central bank monetary policies 15:48 - Housing market 18:37 - Consumer spending 20:44 - Widening deficit and debt 24:15 - Japanification of the economy 26:43 - Bond market and inflation

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Clem Chambers, Founder and CEO of ANewFN, discusses gold's latest all-time highs, what's next for the metal, and his outlook for inflation and investment risks. *This video was recorded on October 23, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CLEM CHAMBERS: X (@ClemChambers): https://twitter.com/ClemChambers FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - Market momentum 4:12 - Revival of the 1970s? 10:44 - Geopolitical “stress” 12:00 - Gold’s technical levels 16:00 - Gold could go “quite high” 18:44 - Bitcoin and Ethereum #investing #economy #geopolitics

Hester Peirce, Commissioner of the U.S. Securities and Exchange Commission, discusses the role of the SEC in regulating cryptos, stocks, and how to protect investors from another FTX collapse. *This video was recorded on October 21, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report SEC Website: https://www.sec.gov/ X (@SECGov): https://x.com/SECGov FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Are cryptos "securities"? 5:53 - Bitcoin's classification 8:00 - Bitcoin ETF approval process 9:45 - SEC's regulation on crypto after FTX collapse 12:50 - Regulating tokenization 14:30 - Guidelinds for NFTs 15:34 - SEC governance under Gary Gensler 18:00 - New SEC Chair and new rules 20:13 - New regulations for crypto industry 21:00 - Regulating penny stocks 25:00 - Preventing another FTX collapse 26:50 - Banking and crypto 30:28 - Banning Bitcoin? #economy #crypto #stocks

Try InVideo for free at https://invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first month Bill Smead, Chairman of Smead Capital Management, discusses the final blow-off top for markets, followed by a return of *This video was recorded on October 18, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SMEAD CAPITAL: Website: https://smeadcap.com/ Twitter (@SmeadCap): https://twitter.com/SmeadCap FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Blow-Off Top 4:39 - Trigger for market correction 7:50 - Rate cuts across the world 10:33 - Tech stock rally 13:07 - 4th Turning and populism 19:00 - Stages of a market crash 22:44 - Bull market of early 1980s 27:26 - What will push up inflation 31:32 - Housing supply 35:20 - Oil and energy 36:31 - Consumer sentiment and retail sales 40:55 - Decade of low growth 44:45 - Markets not in “euphoria” #stocks #investing #economy

Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/ Matt Cole, CEO of Strive, discusses how investors can navigate a "global fiat debt crisis", and which Presidential candidate markets are pricing in now. *This video was recorded on October 17, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MATT COLE: Strive: https://strive.com/ X (@ColeMacro): https://x.com/ColeMacro FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:47 - Investment outlook 3:30 - Markets are pricing in this President 8:21 - CBDCs and crypto 11:38 - Debt crisis 14:00 - Rising deficits 16:00 - Strive breakdown 17:28 - Bullish tech sector 18:30 - Future of tech in U.S. 20:45 - DEI rollbacks #stocks #investing #economy

Try InVideo for free at https://invideo.io/i/DavidLin, use code DAVIDLIN50 to get 2x the video generation credits in your first month Ted Oakley, Founder of Oxbow Advisors, discusses the major market shifts investors can expect in Q4, 2024, factoring in a Presidential Election, two wars that the U.S. is involved in, a Fed easing cycle, and what Oakley describes as an "extremely overvalued" stock market. *This video was recorded on October 18, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors): https://twitter.com/Oxbow_Advisors YouTube: https://www.youtube.com/@OxbowAdvisors FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Record Stock Market Exposure 01:20 - Retail Sales & Inflation Concerns 03:40 - Rising Consumer Debt 05:01 - High Credit Card Rates 06:17 - Fed's Rate Mistakes 09:58 - Inflation Risk & Fed Cuts 12:05 - U.S. Debt Projections 14:05 - Boomers’ Market Exposure 16:38 - Global Conflicts & Market Shifts 18:19 - Real Assets vs. Financial Assets 25:11 - Fixed Income & Bonds Outlook 28:18 - Oil Investment Outlook 32:15 - Election Impact on Markets 36:06 - Market Complacency & Risk #stocks #economy #investing

Doomberg, Head Writer of the Doomberg Substack, discusses impact on the energy markets of an Israeli retaliation against Iran, long-term demand outlook for oil, and California's looming "energy crisis". Watch the interview with Doomberg from April in which we discussed the worst case scenario for oil: https://youtu.be/MgNqa9l4xh0?si=5lyN2do01o4RatKV *This video was recorded on October 17, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DOOMBERG: Website: https://doomberg.com/ Substack: https://doomberg.substack.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Intro: Middle East Tensions and Oil 01:15 - Israel-Iran Conflict and Oil Supply 04:00 - October 1st: Geopolitical Game Changer 06:45 - OPEC's Oil Demand Forecast 08:30 - Strait of Hormuz and Oil Disruption Risk 10:00 - Market Reactions to Middle East Tensions 12:45 - Doomberg on Oil Demand Through 2030 15:30 - Energy Efficiency and Consumption 17:00 - Future of Power Sources: Gas, Nuclear, Renewables 19:00 - California’s Energy Crisis 25:00 - Conclusion: Global Energy Outlook #economy #oil #investing

Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/ Willy Walker, CEO & Chairman of Walker & Dunlop, discusses the outlook for commercial real estate, interest rates, housing prices, and rent. *This video was recorded on October 15, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW WILLY WALKER: Walker & Dunlop: https://www.walkerdunlop.com/ Walker Webcast: https://www.walkerdunlop.com/webcast X (@WalkerDunlop): https://x.com/walkerdunlop YouTube: https://www.youtube.com/walkerdunlop LinkedIn: https://www.linkedin.com/company/walker-dunlop/ Facebook: https://www.facebook.com/WalkerDunlop Instagram: https://www.instagram.com/walkerdunlop FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Intro: Commercial Real Estate in Distress? 01:06 - U.S. Commercial Real Estate: State of the Market 03:33 - The Federal Reserve's Rate Cut and Its Impact 06:16 - Sponsor: Caleb and Brown Crypto Brokerage 07:19 - Return to Office Trend 08:58 - Renting vs. Owning in Today's Market 11:17 - Housing Affordability: An Election Issue 13:19 - Increasing Supply for Housing Affordability 15:01 - Multifamily vs. Single-Family Home Trends 18:12 - The Impact of Housing on Inflation and Energy Policies 19:45 - Shelter Component of CPI and Rent Trends 21:21 - Pandemic Effects on Housing Supply and Demand 24:19 - Banking Liquidity and New Loans for Real Estate 26:09 - Office and Retail Space Outlook 29:00 - 30-Year Mortgage Rate Predictions 31:32 - Trapped Homeowners and Future Market Trends 33:13 - Consumer Confidence: Trump vs. Biden 34:20 - Trump vs. Harris on Immigration and Housing Demand 35:57 - The Role of GDP Growth and Tax Policy in Housing 36:45 - Closing Remarks #realestate #housing #economy

Aram Nerguizian, senior associate with the Arleigh A. Burke Chair in Strategy at CSIS, discusses the current situation in Lebanon, what the Lebanese Armed Forces is doing in response to Israel's strikes, what what's next in the war. *This video was recorded on October 16, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ARAM NERGUIZIAN: CSIS: https://www.csis.org/ X (@AramNerguizian): https://x.com/AramNerguizian FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 Israel Strikes Beirut 00:49 Hezbollah and Iran's Role 01:14 Israeli Invasion and Retaliation 01:43 UNIFIL's Mandate and Challenges 02:29 Hezbollah's Tactics and Impact 05:12 Israeli Defense Forces' Objectives 06:59 IDF's Limited Incursion 07:24 Comparing to 2006 Lebanon War 09:17 Hezbollah's Command and Control 10:20 Lebanese Armed Forces' Role 12:10 Civilian Casualties and Displacement 13:39 Israel's Strategic Objectives 16:45 Hezbollah’s Alliances and Operations 18:24 Human Shields and Warfare Tactics 19:39 Israel’s Long-Term Goals in Lebanon 21:37 Hezbollah's Ability to Hurt Israel 22:26 Iran's Role in Reconstituting Hezbollah 23:49 Strategic Evolution and Lebanon's Future 24:14 Conclusion #geopolitics #israellebanonconflict #middleeast

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Eric Jackson, CIO of EMJ Capital, discusses how conditions are ripe for an "everything rally" reminiscent of the bull rally of the early 1980s. *This video was recorded on October 11, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ERIC JACKSON: EMJ Capital: https://emjcapital.ltd/ X (@ericjackson): https://x.com/ericjackson FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - "Everything Rally" Is Here 3:13 - Comparing 1982 To Today 7:35 - Bond Yields And Stocks 10:52 - Fed 50 Bps Cuts During Crises 12:48 - What Is "Everything Rally" 14:20 - Conditions For Bull Run Today 17:32 - China's Stimulus 18:40 - Inflation Vs. Tech Stocks 22:00 - Stock Market Ex-Mag 7 26:20 - Capital Rotation Out Of Big Tech 27:45 - NVIDIA 29:20 - Tech Valuations 31:10 - What Could Turn Eric Bearish? 33:00 - Is Tech Recession-Proof? #stocks #investing #economy

E.B. Tucker, Editor of The Tucker Letter, explains the why markets are overdue for a "mini panic" and what is needed for this to happen. *This video was recorded on October 9, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW E.B. TUCKER: The Tucker Letter: https://thetuckerletter.substack.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:22 - E.B. Tucker's Market Outlook 2:02 - Fed and Rate Cuts 3:44 - Recession or Market Panic? 5:51 - Fed Balance Sheet Growth 7:21 - Commodities Outlook 13:03 - Gold Mining Challenges 16:05 - Gold vs. Stocks 19:00 - US Economy and Mining 21:09 - Florida Real Estate Market 23:02 - Economic Panics 27:12 - 401K and Stock Market Impact 30:40 - Gold Outlook 2025 32:17 - US Election Impact 37:39 - Economic Downturn Triggers 40:47 - Tucker Letter & New Book Release #investing #economy #stocks

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) gives his year-end market forecast. Watch Chris's last interview with me: https://youtu.be/c4n5GHpNDRs?si=Rh4AZM_CNHPUKmzX *This video was recorded on October 15, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CHRIS VERMEULEN: The Technical Traders: https://thetechnicaltraders.com/davidlin/ YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - New all-time highs 2:50 - Year-end target 9:45 - Market trends in Q4 2024 12:20 - Elections and markets 16:30 - Betting against the markets? 18:40 - Cusp of market hitting the top 19:20 - Gold and stocks 23:00 - Oil and stocks 27:00- Oil to breakdown 29:24 - Real estate 31:20 - Utilities 34:55 - Real estate as hedge? 40:50 - Asset Revesting #stocks #trading #investing

Phillip Swagel, 10th Director of the Congressional Budget Office, explains what's driving the widening U.S. federal debt, deficits, and how "at some point it will be a problem". *This video was recorded on October 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THE CBO: CBO Website: https://www.cbo.gov/ X (@USCBO): https://x.com/USCBO FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Introduction and Fiscal Projections 01:49 - Deficit Trends and Historical Comparisons 03:36 - Economic Recovery Amid Record Deficits 05:24 - Key Drivers of Debt and Deficit Growth 08:02 - Rising Interest Payments and Their Impact 10:27 - Sustainability of U.S. Fiscal Policies 12:05 - Inflation Risks from Growing Deficits 13:56 - Interaction Between Federal Reserve and Treasury 15:15 - Revenue Projections and Expiring Tax Cuts 18:35 - Financial Sector Risks 21:00 - Federal Deficits and Economic Growth 24:15 - Closing Remarks and Future Outlook #economy #investing #economics

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Bjarne Schieldrop, Chief Commodities Analyst at SEB, discusses the outlook for the energy sector, and a "worst-case" that could cause an oil market shock and send prices beyond $200 a barrel. *This video was recorded on October 11, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BJARNE SCHIELDROP: SEB Research: https://research.sebgroup.com/ X (@BjarneSchieldro): https://x.com/BjarneSchieldro FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - $350 Oil “Worst-Case” Scenario 02:02 - Strait of Hormuz’s Strategic Importance 04:07 - Alternative Pipelines and Strategic Reserves 05:18 - Iran-Israel Conflict Scenarios and Oil Impact 07:21 - Sponsor Message: Bitcoin IRA with iTrustCapital 08:03 - U.S. and China’s Role in Strait of Hormuz Crisis 09:18 - War's Influence on Oil Prices 11:25 - Impact of Retaliatory Strikes on Oil Refineries 12:59 - Global Oil Market's Ability to Adapt 15:17 - Geopolitical Risk Premium in Oil Prices 16:08 - Future Oil Supply and Demand Dynamics 18:01 - Emerging Markets’ Role in Oil Demand 19:17 - Long-Term Projections for Oil Prices 22:13 - OPEC's Strategy and Influence on Prices 24:44 - Finding the Long-Term Oil Price Balance 25:26 - The Economic Impact of High Oil Prices 26:08 - Conclusion and Guest’s Research Platform #oil #investing #economy

Try InVideo for free at https://invideo.io/i/DavidLin, use the code DAVIDLIN50 to get 2x the video generation credits in your first month Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome. *This video was recorded on Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MARKO PAPIC: Twitter (@Geo_papic): https://x.com/Geo_papic BCA Research: https://www.bcaresearch.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] 00:00 - Intro 03:20 - Why Israel Delays Retaliation 05:23 - U.S. Influence on Israel's Decisions 08:04 - Iran’s Military vs. Israel’s Limits 12:09 - Nuclear Threats: U.S. vs. Israel 15:52 - Iran’s Strategy with Arab Allies 17:47 - Strait of Hormuz and Oil Markets 20:14 - Putin’s Role and Russia’s Limits 22:38 - What If Israel Nukes Iran? 26:23 - Iran’s Nuclear Ambitions 29:10 - Trump vs. Harris on Foreign Policy 32:07 - Future U.S. Geopolitical Strategy 38:11 - Trump’s Tariff Strategy 42:42 - Market Risks if Trump Wins 44:05 - Outro and Conclusion *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #geopolitics #israel #economy

Sign up with Caleb & Brown at: https://calebandbrown.com/affiliates/david-lin/ Shaun Rein, Founder of the China Market Research Group, discusses the recent China stimulus package, whether China can recover from deflation and the worst property market collapse in its history, and the future of political tensions between China and the U.S. *This video was recorded on October 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/ X (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.ca/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:50 - “Nothing Going Right In China’s Economy” 5:52 - China’s stimulus explained 11:20 - Wealthy consumers 12:17 - Political tensions “wreaking havoc” 14:30 - Impact of tariffs 17:00 - Changing consumption trends 19:20 - Chinese investment in foreign markets 21:47 - Will China’s stimulus help real estate? 24:25 - China’s stock market outlook 29:44 - China’s stock market crash in 2014 31:45 - Is China turning into Japan? 35:00 - Future of U.S.-China relations 38:23 - Reunification of Taiwan #china #economy #geopolitics

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Jason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment. Watch Jason's last interview with me: https://youtu.be/IJmCbP8EY98?si=cGo62CoFST1pp6Q7 Watch Jason's first interview with me in 2023: https://youtu.be/DcsuTuCZO88?si=gZYlIscA2W3Duddo *This video was recorded on October 10, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON SHAPIRO: Crowded Market Report: https://www.crowdedmarketreport.com/ X (@Crowded_Mkt_Rpt): https://twitter.com/Crowded_Mkt_Rpt FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Introduction and Market Sentiment 01:23 - China's Stimulus and Global Impact 03:39 - The Role of Central Banks in Stimulus 04:21 - Crypto IRA and Investment Strategy 05:07 - How China's Stimulus Affected Jason’s Trading 06:05 - The Ponzi Scheme of Stimulus 09:06 - Energy Prices and Inflation Predictions 10:35 - Geopolitical Tensions and Their Impact on Markets 11:29 - Why Jason Avoids Shorting at All-Time Highs 13:32 - Crowded Trades and Market Momentum 14:42 - Jason’s Take on Shorting the Russell Index 16:29 - Sector Performance and AI’s Role in Utilities 17:36 - Major Market Drop in August 19:35 - Jason’s Trading Strategy for Buying Dips 21:06 - Jason's Views on Gold 24:12 - Correlation Between Assets and Overcrowded Trades 25:12 - Bonds, Currency, and Metals 28:02 - Trading Tech Stocks Like Nvidia 30:58 - Economic Data and Trading Decisions 32:56 - Bullish Sentiment and Market Conditions 34:45 - Election Uncertainty and Market Impact 36:14 - Final Thoughts on Market Timing 38:42 - Where to Follow Jason Shapiro #stocks #trading #economy

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today. Watch the last video with Danielle: https://youtu.be/sVgvMJ8t9T4?si=3FqHaO8wq1i_NPIj *This video was recorded on October 9, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DANIELLE DIMARTINO BOOTH: QI Research Substack - Use this link to receive a 20% discount: https://dimartinobooth.substack.com/MEM24 Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Geopolitical risks 2:45 - Reaction to Fed’s 50 bps cut 5:20 - Labor market cooling 10:31 - Foreign workers 11:33 - Bankruptcy cycle 12:50 - Fed monetary policy outlook 14:40 - Welfare 17:30 - Widening deficit 20:35 - Banks’ unrealized losses 22:30 - Declining liquidity 26:00 - Soft vs. Hard landings 28:30 - Stocks vs. Yields 31:00 - Homes and natural disasters 32:10 - Major risks and asset allocation 35:47 - QI Research #economy #investing #stocks

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Darius Dale, Founder of 42 Macro, discusses what will happen to markets during a "Fourth Turning" and what investors can expect. *This video was recorded on October 8, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DARIUS DALE: 42 Macro: https://42macro.com/ X (@DariusDale42): https://x.com/DariusDale42 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 00:00 - Intro & Market Overview 01:23 - Risk Factors for Markets 02:30 - U.S. Economic Resilience 03:50 - Liquidity & Fed’s Dovish Stance 05:00 - Trump vs. Harris: Impact on the Dollar 06:50 - Tariffs & Inflation: The Real Story 08:13 - Populism & Inflation Risks 10:00 - The Fourth Turning Explained 12:30 - Fiscal Support & Market Impact 16:00 - Medium-Term Bullish Outlook 18:20 - Geopolitical Conflicts & Market Response 23:50 - U.S. Liquidity Situation Deep Dive 29:30 - Bitcoin & Currency Debasement 38:30 - Bullish Sectors & S&P 500 Outlook 42:00 - Final Thoughts on the Fourth Turning #economy #investing #stocks

Tavi Costa, Portfolio Manager of Crescat Capital, discusses the return of higher global money supply and "entrenched inflation, and the outlook for markets, commodities, and interest rates. *This video was recorded on October 8, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW TAVI COSTA: Crescat Capital: https://www.crescat.net/ Twitter (@TaviCosta): https://twitter.com/TaviCosta FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Did the Fed make a mistake? 3:17 - Global money supply 10:00 - China stimulus and commodities 16:40 - Bullish assets 18:09 - Steepening yield curve 25:40 - Non-growth fiscal spending 31:40 - Gold vs. Copper 40:10 - Mining stocks #inflation #economy #investing

John Feneck, CEO of Feneck Consulting, discusses a looming "oil war", the impact on stock markets of a higher oil price, inflationary pressures, and his outlook for commodities. *This video was recorded on October 4, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JOHN FENECK: Website: http://www.feneckconsulting.com email [email protected] FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Oil war 3:14 - Stock market outlook 7:30 - Monetary policy outlook 9:07 - Commodities 11:53 - Silver 21:20 - China stimulus 21:17 - Most bullish commodity 24:30 - Mining stocks 28:00 - Feneck Consulting #stocks #economy #investing

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the labor market, oil spike, geopolitical tensions in the Middle East, China's stimulus package, and U.S. Presidential election odds. Watch Doomberg's $200 oil call: https://youtu.be/MgNqa9l4xh0?si=DfJlzGulYSA3z2q- Watch Prof. Hanke's reaction to the Fed's 50 Bps cut in September: https://youtu.be/5OH76PBYxIs?si=AJ08eojKdEAXnyTP *This video was recorded on October 7, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW STEVE HANKE: Twitter (@steve_hanke): https://twitter.com/steve_hanke Email: [email protected] FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Latest jobs report 6:23 - Wages and inflation 7:47 - Trump and labor market 10:50 - Immigration and economic impact 13:35 - Government jobs added 16:46 - Government spending as % of GDP 18:25 - China stimulus 23:00 - Oil and geopolitical tensions 27:15 - This would cause 'world depression' 28:55 - Presidential election odds 35:00 - Kamala Harris's economic plan #economy #geopolitics #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Briton Hill, Managing Partner of Providence Capital Group, says that the housing market could remain "stuck" and in short supply for a number of years. Hill gives his outlook on home prices, mortgage rates, and stock markets. *This video was recorded on October 4, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BRITON HILL: Providence Capital Group: https://providencecapitalgroup.com/ X (@briton_hill): https://x.com/briton_hill LinkedIn: https://www.linkedin.com/in/briton-hill-1a57831a0/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Housing market is "stuck" 2:30 - Housing shortage 3:14 - Bank losses 7:34 - Mortgage rates to stay high 10:15 - Buyers’ or sellers’ market? 12:52 - Capital borrowers’ profiles 15:17 - Lumber price 16:30 - Construction starts 18:22 - Housing affordability solutions 25:14 - Homebuilders’ priorities 26:15 - Stock market outlook #stocks #realestate #investing

Si Katara, CEO of TappAlpha, explains strategies to hedge against volatility, as well as the future of the tech industry. *This video was recorded on October 1, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SI KATARA: TappAlpha: https://www.tappalpha.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 -Intro 0:40 - Geopolitical risks 1:58 - VIX 3:56 - NVIDIA 7:55 - Tech industry 2000 vs. Now 9:50 - Another tech bubble burst? 12:10 - Future of AI 14:33 - Smart glasses 16:00 - Tech sector’s future 17:00 - Hedging against volatility 19:22- TSPY #stocks #investing #tech

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Michael Casey, Chair of the Decentralized AI Society (DAIS), discusses the threats that current AI advancements pose to humanity, and the steps that can be taken to mitigate these risks. *This video was recorded on October 2, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MICHAEL CASEY: X (@mikejcasey): https://x.com/mikejcasey DAIS: https://dais.global/ Michael Casey's website: https://www.michaeljcasey.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:20 - AI sentience 2:30 - Next “stage” of AI 6:24 - Next steps for OpenAI 8:25 - AI’s threats to humanity 13:40 - Web3 and AI 15:55 - Next steps for Web3 21:25 - Deepfake protection 26:00 - ChatGPT4 “thinking” threats against humanity 28:0 - DAIS #ai #technology #web3

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN , use code DAVIDLIN for 20% off The economy added far more jobs than expected last month. How will the Fed, markets react? Adrian Day, President of Adrian Day Asset Management, gives his outlook. *This video was recorded on October 4, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Jobs report 1:20 - Fed is “not in a hurry” 2:43 - Economy not facing “downturn”? 4:36 - Oil vs recession, inflation 7:05 - Trump and inflation 10:00 - Harris and inflation 15:00 - Labor market and the Fed 20:00 - Yields and gold outlook 23:45 - Stimulus and inflation outlook 28:00 - Trump and rare Earth minerals 34:20- Most bullish commodities 26:14 - Gold vs. Miners #economy #investing #stocks

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin Willem Middelkoop, Founder of the Commodity Discovery Fund, discusses the drivers of a return to "super inflation", more social unrest, and the dollar "endgame". *This video was recorded on October 3, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW WILLEM MIDDELKOOP: Twitter (@wmiddelkoop): https://twitter.com/wmiddelkoop Commodity Discovery Fund: https://en.cdfund.com/ The Big Reset: https://library.oapen.org/handle/20.500.12657/25071 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - Oil 3:00 - Monetary stimulus 7:38 - Middle East escalations 9:28 - ILA strike and inflation 12:28 - Commodities deflation 14:18 - Housing collapse 15:30 - Bullish commodities 18:24 - Trump and the dollar 21:30 - U.S. dollar "endgame" 25:27 - Trump and tariffs #economy #investing #inflation

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses which sectors will likely outperform during a Fed easing cycle, trends in the ETF industry and what they signal for markets, and *This video was recorded on September 30, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ERIC BALCHUNUS: Twitter (@EricBalchunas): https://twitter.com/EricBalchunas FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Which sectors do well when Fed cuts rates? 4:00 - ARKK vs. NASDAQ 6:36 - Rising ETF AUM 10:20 - Will liquidity dry up? 12:40 - Active management vs ETFs 16:00 - New ETF trends 18:15 - Chinese government buying ETFs 20:45 - Fed to buy stock ETFs in next crisis? 23:19 - Bitcoin ETFs and trends #investing #stocks #bitcoin

This video is distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF) Shane Williams, President and CEO of West Red Lake Gold Mines (TSX-V:WRLG) called all-time highs in the gold price in 2024. Now, he has an new, updated target. Watch Shane's last interview with me in April: https://youtu.be/DCTOuP1d-2k?si=fvfYP-mKsxhzfwRx *This video was recorded on September 25, 2024 FOLLOW WEST RED LAKE GOLD MINES: Website: https://westredlakegold.com/ Twitter (@WestRedLakeGold): https://twitter.com/WestRedLakeGold LinkedIn: https://www.linkedin.com/company/west-red-lake-gold/ Instagram: https://www.instagram.com/westredlake/ Facebook: https://www.facebook.com/WestRedLakeGold/t FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Gold price momentum recap 2:50 - Gold mining industry evolution 7:00 - Capital flowing back into the miners 8:40 - WRLG production timeline 11:47 - Major challenges in 2024 for WRLG 13:15 - Gold price rally and mining strategy 15:00 - Mining ETFs vs. Mining stocks 16:00 - Gold sector vs. Tech stocks 17:00 - Gold stocks vs. Gold bullion 19:24 - Recession and gold price 20:08 - $3,000 gold price target 21:55 - Institutional investors and gold 22:40 - Exploring for juniors vs seniors 23:55 - Lack of human capital in mining 23:50 - WRLG next steps #investing #gold #stocks

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Cameron Dawson, CIO of NewEdge Wealth, discusses the effects that the recent Fed rate cut will have on spending, market momentum trends, and preferred asset allocation in a Fed easing cycle. *This video was recorded on September 30, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CAMERON DAWSON: Twitter (@CameronDawson): https://twitter.com/CameronDawson NewEdge Wealth: https://www.newedgewealth.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - “Don’t fight the trend” 3:00 - Market momentum 5:30 - Fed vs Treasury on stimulus 11:55 - Inflation outlook 15:50 - Will we get deflation? 17:40 - Inflation post-2008 crisis 21:00 - Will Fed cut create recession? 24:30 - What would cause next recession? 27:30 - Defensive sector outperformance 32:30 - Unemployment to rise? 37:11 - China’s stimulus package 40:00 - Asset allocation preferences #economy #stocks #investing

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Brian Belski, Chief Investment Strategist of BMO Capital Markets, discusses the port worker strikes, escalating tensions in the Middle East, and where the S&P 500 going to close by year-end. *This video was recorded on October 1, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BRIAN BELSKI: BMO Capital Markets: https://capitalmarkets.bmo.com/en/ X (@briangbelski): @briangbelski FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:10 - ILA dock strikes 6:24 - Inflation outlook 8:40 - Crude oil 10:49 - Middle East tensions 13:30 - S&P 500 outlook 18:35 - Stock market valuations 20:30 - Sector preferences 24:34 - Canadian stock market #economy #investing #stocks

Morgan Lekstrom, President & Director of NexGold Mining Corp., discusses the drivers for the gold price, the likely price floor, medium term price target, new trends in the mining industry, M&A cycles, and new what to expect from NexGold in the next few quarters. This video is distributed on behalf of NexGold Mining Corp. (TXSV: NEXG | OTCQX: NXGCF) *This video was recorded on September 28, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW NEXGOLD: Website: https://nexgold.com/ X (@NexGoldMining): https://x.com/NexGoldMining FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Gold price outlook 5:08 - Gold as money 7:00 - Gold confiscation 8:30 - Holding vs. Trading 9:50 - Inflation vs. Gold 12:00 - Gold price bottom 14:00 - Deficit outlook 17:00 - Declining fertility rate 20:10 - Dow to gold ratio 22:58 - Gold stock-flow ratio 26:00 - Institutional investors and gold 28:45 - Gold stocks vs. tech stocks 34:30 - Gold M&A cycles 36:20 - NexGold management team 41:30 - NexGold’s long-term strategy #investing #mining #stocks

Try InVideo for free at https://invideo.io/i/DavidLin and use the code DAVIDLIN50 to get 2x the video generation credits in your first month Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the Fed's latest rate cut, and its impact on inflation, economic growth, and markets. Soloway updates his outlook on stocks, gold, Bitcoin. *This video was recorded on September 30, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway): https://twitter.com/GarethSoloway FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - Market recap 2:10 - Declining corporate cash balance 6:06 - Financials sector 11:38 - Defensive sectors outperforming 16:30 - Fed monetary policy outlook 21:00 - Inflation outlook 23:20 - Gold 26:30 - “No landing” scenario 27:55 - S&P 500 outlook 29:30 - Hedging strategies 31:30 - China stimulus and stocks 35:20 - Bitcoin outlook #economy #investing #trading

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Jack Janasiewicz, portfolio manager at Natixis Investment Managers, discusses his outlook for equities, bonds, interest rates, and economic growth. *This video was recorded on Sep 27, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JACK JANASIEWICZ: LinkedIn: https://www.linkedin.com/in/jack-janasiewicz/ Natixis Investment Managers: https://www.im.natixis.com/en-intl/home FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Fed cut and market reaction 4:16 - Recession risks 7:45 - Sector outperformance 8:50 - 6,000 S&P 500? 10:13 - Money market funds 12:43 - Bonds outlook 16:05 - Small caps vs. Large caps 19:00 - 50 bps cut and recession 21:50 - Inflation and equities 23:45 - Longest bull market in history #stocks #economy #investing

Buy gold and silver with trusted industry leaders:  https://bit.ly/OneGold-PreciousMetals Jeffrey Christian, Managing Director of CPM Group, discusses the recent stimulus from China and its effects on global markets, commodities, and economic growth both in China and abroad. *This video was recorded on September 25, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW CPM GROUP: Website: https://cpmgroup.com/ 2024 Silver Market Outlook: https://youtu.be/AutbJDWZfr0?si=6ygjMXX8tD2lLnR9 Twitter (@CPMGroupLLC): https://x.com/CPMGroupLLC FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - China stimulus 7:20 - Base metals and China 11:50 - Lithium 20:10 - Other industrial metals 21:00 - Gold price drivers 25:55 - $3,000 gold price outlook 27:00 - Inflation and gold 30:13 - Silver price outlook #economy #investing #china

Gary Shilling, President of A. Gary Shilling & Co., discusses the latest Fed rate cut, as well as his outlook for stocks, real estate, and bonds, as well as his asset allocation strategy. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on September 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling): https://twitter.com/agaryshilling FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at [email protected] *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:50 - Jobs market 3:26 - Fed's 50 bps rate cut 5:41 - Unemployment rate 9:48 - GDP revisions 11:45 - Fed funds rate projection 12:30 - Is economy repeating 2007, 2008? 16:38 - Outlook for earnings, stock markets 18:55 - "Shock" for economy 20:00 - Bond market outlook 21:20 - China stimulus 26:10 - Global central bank policies 27:33 - Asset allocation 31:08 - Bitcoin 32:50 - Gary Shilling & Co. 34:11 - Global growth #economy #investing #stocks