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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.
‘Everything Rally’ Is Here: Markets Repeating 1982’s 100% Bull Run | Eric Jackson
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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
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*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
34:5418/10/2024
Market 'Panic' Overdue; 'Fully Functioning Zombie Nation' Is Here | E.B. Tucker
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
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*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
42:3416/10/2024
Year-End Market Forecast: What The Trend Says Will Happen Next | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) gives his year-end market forecast.
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*This video was recorded on October 15, 2024
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*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
42:5715/10/2024
CBO Director: What Happens When Debt Hits 122% Of GDP | Phillip Swagel
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
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*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
28:4414/10/2024
Why Oil Could 5X To $350, ‘Crater’ World Economy | Bjarne Schieldrop
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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
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*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
26:3614/10/2024
The Biggest 'Black Swan': How Will Israel Strike Iran? | Marko Papic
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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
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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
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#geopolitics #israel #economy
45:4213/10/2024
China’s Economic Crisis And What It Means For The World | Shaun Rein
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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
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*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
44:1312/10/2024
Trader Called 2024 Bull Rally, Has This Year-End Market Prediction | Jason Shapiro
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Jason Shapiro, Founder of Crowded Market Report, discusses the current market momentum, and the most "crowded" trades at the moment.
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*This video was recorded on October 10, 2024
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*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
41:4711/10/2024
Household Bankruptcies Surge: Why 20% Of Americans Are On Welfare | Danielle DiMartino Booth
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Danielle DiMartino Booth, CEO of QI Research, discusses the state of the economy, outlook for monetary policy, and major risks to the markets today.
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*This video was recorded on October 9, 2024
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*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
36:3510/10/2024
Crises Will 'Deepen' As 'Fourth Turning' Hits, What Happens To Markets? | Darius Dale
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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
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*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
50:3810/10/2024
Global Money Supply Surging, Get Ready For Inflation's Massive Comeback | Tavi Costa
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
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*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
44:3209/10/2024
‘Oil War’ Looms: What Happens To Markets In Coming Storm? | John Feneck
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
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*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
29:1708/10/2024
Economist Reveals Trigger For 'World Depression' | Steve Hanke
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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.
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*This video was recorded on October 7, 2024
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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
37:2508/10/2024
Bank Losses ‘Dwarf’ 2008, Housing Shortage Is ‘Extreme’ | Briton Hill
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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
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*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
32:1407/10/2024
'Precipice Of Big Global Event', Brace For Higher Volatility | Si Katara
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
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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
28:2907/10/2024
Is AI On Verge Of Destroying Humanity?| Michael Casey
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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
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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
29:0706/10/2024
Bombshell Jobs Report: This Could Change Everything | Adrian Day
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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
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*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
42:2205/10/2024
Get Ready For Double-Digit ‘Super Inflation’, More Social Unrest | Willem Middelkoop
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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
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*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
28:1104/10/2024
These Sectors To 'Rake In Money' By Year-End | Eric Balchunas
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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
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*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
31:0103/10/2024
CEO Called $2,500 Gold Price In 2024, Now Has This Bold New Forecast | Shane Williams
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
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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
26:5303/10/2024
‘Dangerous’ Market Melt-Up: Don’t Fight The Trend Says Cameron Dawson
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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
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*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
44:4202/10/2024
'I'll Cripple You': Port Workers Strike, Will Inflation Spike? | Brian Belski
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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
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*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
25:4602/10/2024
Central Banks To Restock Gold, $5,000 Price Within Reach | Morgan Lekstrom
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
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*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
44:1402/10/2024
Fed To ‘Kickstart’ Inflation: Next Crash Will Make August Look Like 'Dip' | Gareth Soloway
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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
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*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
39:3130/09/2024
Fed Cuts Set Up Markets For Massive Moves Ahead: Fund Manager Reveals What's Next
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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
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*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
29:4030/09/2024
New Record Highs: What China’s Massive Stimulus Means For Global Markets | Jeff Christian
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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
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*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
34:3729/09/2024
Fed ‘Panicked’, Are They Seeing Another Great Financial Crisis? | Gary Shilling
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
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*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
36:2627/09/2024
Brink Of 'Nuclear' Conflict, Middle East Escalates To 'All Out War' | Richard Wolff
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Richard Wolff, Founder of Democracy At Work, discusses the risks that the recent escalates in the Middle East pose to the rest of the world.
*This video was recorded on September 25, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:20 - Hostilities between Israel and Lebanon
11:00 - Is Israel acting in self defence?
13:30 - How can U.S. intervene?
17:10 - Israel prepares to invade Lebanon?
22:30 - Comparison to past Israel-Lebanon wars
26:29 - Will Iran step in?
30:30 - French election
33:30 - ‘Powder keg that risks that engulfing the world’
39:35 - Declining empires
41:30 - The next global empire: China
44:20 - The UN
48:48 - How to avert global war
#economy #geopolitics #israellebanonconflict
53:0027/09/2024
Why This Mining Stock Surged 80% In 2 Weeks; CEO Matt Manson Explains
Matt Manson, CEO of Radisson Mining Resources, comments on the recent stock price performance, future plans, and trends in the mining industry.
This video was distributed on behalf of Radisson Mining Resources (TSXV: RDS | OTCQX: RMRDF)
*This video was recorded on September 24, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#mining #stocks #investing
39:2026/09/2024
Allan Lichtman Called 9/10 Last Elections, Reveals Final Prediction For Next President
Allan Lichtman, Distinguished Professor of History, American University, reveals who the likely Presidential candidate to win the 2024 election, based on his "13 Keys" predictor system. Lichtman has correctly called 9 out of the last 10 Presidential elections.
Watch Allan's last interview with me: https://youtu.be/0yoPnWPduHo?si=vIC573kcafRP5Gxr
*This video was recorded on September 24, 2024
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YouTube: https://www.youtube.com/@AllanLichtmanYouTube
Predicting the Next President: The Keys to the White House, 2024: https://www.amazon.ca/Predicting-Next-President-White-House/dp/B0D1MTSN7H/ref=sr_1_1?crid=2TP73DIT899QZ&dib=eyJ2IjoiMSJ9.cxJPdOLiq-RpVJstYn0AW7FNC0UV95nc5CxQCxYf2Fxh4EP5VhsMYm9Mj3GYx6THSYjLetu_uQ8eLIjBtaLuAeGxYNnBWwQ5YF6ZiY9s8oyOdkLe7FemdzZbR7KvTFf-OCjIcP-BimYIwrhseqfsxL9p-JOyMwoE5ngUPmSEIdvUJGl3utZ6hFaTeUsncy4IGXXnL2r3XzlxGteRTC40WRIaKgZjztyzytEMAxg1-whOfb1mltSLs94rXyqM7f2IS4w2TDWHK6kGh8RP8gXsNeQmBIL9nRTjEumpLZ1FmZo.eoKY1GJ19M2u6GY8DVEMS2dKSt4TEL4Om02_9t66yPw&dib_tag=se&keywords=allan+lichtman&qid=1720654643&sprefix=allan+lichtma%2Caps%2C89&sr=8-1
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#politics #election #economy
24:1625/09/2024
'Huge Shift': How Long Can Stocks Go Higher Before Topping? | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) updates his outlook following the Fed's 50 basis point cut, market momentum, and how he's positioned now.
Watch the last interview with Chris: https://youtu.be/b-4XzxfoFw8?si=5IIUjBL4SQTOBiiF
*This video was recorded on September 24, 204
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Fed 50 bps cut and market reaction
6:48 - Fed monetary policy outlook
11:56 - Industrials
13:53 - Which stock sectors do well during Fed easing
20:45 - S&P 500 key levels
26:40 - Contrarian trade
28:50 - Gold to pull back
32:40 - Real estate
34:30 - Mining sector
#stocks #economy #investing
37:2325/09/2024
Comparing Harris Vs. Trump's Tax Policies, Plans To Fight Inflation | Elizabeth Pancotti
Elizabeth Pancotti, Director of Special Initiatives at Roosevelt Forward, explains Kamala Harris's new economic proposals, including anti-price gouging measures, new capital gains tax policies, and plans to make housing more affordability. Pancotti discusses the rising income inequality in America, and policies that could reduce the wealth gap.
*This video was recorded on September 19, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:30 - Pancotti's background
2:40: Most pressing economic problem
8:40 - Fiscal stimulus and inflation
11:40 - Kamala Harris and inflation
20:40 - Widening budget deficits
23:30 - Housing affordability
26:30 - Unrealized capital gains taxes
31:20 - Billionaire Minimum Tax
35:40 - Income redistribution
39:00 - Trade policies
#economy #economics #election
44:2524/09/2024
‘Policy Rate Is Too High’: Ex-Fed President Jim Bullard Reveals What Fed Should Do Next
Jim Bullard, former President of the St. Louis Fed and current Dean of Purdue University's Daniels Business School, discusses the outlook for economic growth, inflation, what the Fed should do next, and how FOMC decisions are made.
*This video was recorded on September 23, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:00 - Economic projections
6:15 - FOMC decision making process
9:50 - Data sources the Fed uses
12:00 - Fed funds rate projection
13:30 - Measures of inflation
17:00 - Long-term economic growth
17:45 - Soft landing in 2025?
19:10 - Neutral rate
21:53 - Recession outlook
24:20 - Senators urged Fed to cut by 75 bps
28:40 - Fed policy in 2022
31:25 - "Policy rate is too high"
33:00 - Central bank "cross-communication"
34:35 - How the Fed decided on a cut
36:18 - Risks to the economy
38:00 - Most memorable experience at the Fed
#economy #federalreserve
39:5324/09/2024
100% Price Surge: Will Supply Crunch Of This Critical Asset Trigger Massive Inflation?
Francis MacDonald, CEO & Director of Li-FT Power, discusses the growing use cases for lithium, and how a shortage of lithium in North American poses significant geopolitical risks.
This video is distributed on behalf of Li-FT Power Ltd. (TSXV: LIFT | OTCQX: LIFFF )
*This video was recorded on September 18, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Why do we need lithium?
3:30 - Global lithium production
8:40 - Lithium price surge and collapse
13:30 - Lithium price outlook
17:40 - Canada's lithium production
18:53 - Li-FT Power deposits
21:00 - Canada-China trade war
22:30 - Inflation Reduction Act
23:35 - Miners partnering with EV companies
25:24 - Li-FT Power production ambitions
26:10 - Francis MacDonald's background
28:55 - Gold vs. lithium exploration
30:00 - Junior vs. senior mining exploration
#economy #electriccar #lithium
31:3423/09/2024
U.S. Can ‘No Longer Afford Debt’, Only Way To Avoid Biggest Default In History | Luke Gromen
Luke Gromen, Founder & President of Forest For The Trees, discusses the insurmountable amounts of debt the U.S. now faces, and what must be done to avoid a sovereign debt default.
This video is distributed on behalf of Metalla Royalty (NYSE: MTA | TSX-V: MTA). Watch the interview with CEO Brett Heath: https://youtu.be/srT36HXSw0I?si=WPYj3E8lU2t_Uv5d
*This video was recorded on Saturday 16, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:20 - Dollar crisis
5:53 - Sovereign debt crisis
9:35 - Rising U.S. debt
9:30 - Dollar outlook
13:30 - Fed funding deficits?
18:45 - Causes of inflation
25:00 - Tariffs
27:35 - Anti-price gouging
30:18 - Inflation/interest rate outlook
33:00 - Gold and Bitcoin
42:00 - National security
45:00 - Recession signs
#economy #investing #stocks
46:4121/09/2024
‘Monstrous Amounts Of Money’: Fund Manager Reveals Assets That Soar When Fed Eases | Thomas Hayes
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Thomas Hayes, Managing Member of Great Hill Capital, called the Fed pivot in September. Now, he's revealing which assets and sectors are likely to produce "monstrous amounts of money" during an easing cycle.
Watch the last interview with Thomas Hayes: https://youtu.be/wxvvjL-6uXQ?si=sV5419cyk31Q81ki
*This video was recorded on September 20, 2024
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0:00 - Intro
1:00 - Market reaction to Fed cut
8:00 - More volatility up ahead?
12:47 - Election outcome and markets
14:50 - Capital gains taxes
18:05 - Tariffs and markets
20:15 - Election certainty
22:20 - Monstrous amounts of money made
24:15 - Consumer staples/discretionaries
26:25 - Fed funds rate outlook
29:42 - Bond market outlook
34:05 - Central bank divergences
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#investing #stocks #economy
36:4020/09/2024
Fed Will Cut To 2% Next Year As ‘4 Horsemen Of Deflation’ Hit, Economy Gets ‘Punched In Face’
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Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, discusses his outlook for Fed monetary policy, market reaction to this week's 50 basis point rate cut, and impacts of deflationary forces in the economy.
Watch Jim's last interview with me: https://youtu.be/3-E7K73Q6Uc?si=q9rfcuGGPtc6-USM
*This video was recorded on September 19, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
2:30 - Are we in a financial crisis?
7:20 - Historic market reaction to a Fed pivot
10:20 - What markets are pricing in now
12:30 - Decade of low growth
14:52 - 2% Fed Funds rate by next year
20:00 - Bond market outlook
21:00 - Stagflation possibility
23:40 - Monetary policy mistake
25:20 - Bank of England rates
27:20 - U.S. dollar outlook
30:00 - Risks of deflation
31:48 - Is “cheap money” the norm?
34:40 - Investment implications
#economy #stocks #investing
40:4619/09/2024
Fed’s 50 Bps Cut: Will It Trigger Inflation AND A Hard Landing? Economist Steve Hanke Answers
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, recaps the latest FOMC decision to cut the Fed Funds rate by 50 bps, what how this decision will affect inflation, economic growth, and the labor market.
*This video was recorded on September 18, 2024
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0:00 - Fed's 50 bps cut
1:00 - Will inflation reignite?
8:00 - Labor market
12:30 - Why 50 bps?
16:45 - Fed balance sheet
20:24 - Dot plots
22:30 - Senators urge 75 bps cut
30:00 - Era of cheap money?
33:20 - Bond yields and inflation
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #investing #federalreserve
40:0119/09/2024
China’s Economic Collapse: Spark For Global Chaos? Patrick Boyle
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Patrick Boyle, Professor of Finance at King's College London and Queen University of London, and host of his YouTube channel "Patrick Boyle", discusses the deterioration of globalization, the rise of trade wars, and the problems that the world's second largest economy, China, faces.
*This video was recorded on September 17, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:10 - Patrick Boyle's career
2:50 - Hard or soft landing?
3:50 - How will markets react to Fed pivot?
7:10 - Asset allocation
11:04 - Bank of England rate cut expectation
13:51 - U.S. election and market response
15:50 - Tech layoffs
17:34 - China's economic slowdown
21:00 - China's population decline
22:39 - China's impact on global economies
23:40 - End of globalization
24:40 - Tariffs on cars
26:30 - Trading blocks
27:35 - Comparative advantage
30:25 - Protectionism vs. free trade
33:40 - Currency wars
36:20 - Declining fertility rates
38:30 - Inflation outlook
41:10 - European Union
43:00 - Future of media
#economy #china #investing
49:5318/09/2024
'Explosive’ Fourth Turning Is Here: Civil War Or Global Conflict Unfolding | Neil Howe
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Neil Howe, Managing Director of Demography, Hedgeye Risk Management and author of "The Fourth Turning" series of books, discusses the rising chances of a "nullification crisis", and the scenarios in which this could lead to a civil war.
Watch my last interview with Neil: https://youtu.be/Vjn2d3dyvUk?si=Vf9RoqCBQxMT5BLm
*This video was recorded on September 12, 2024
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FOLLOW NEIL HOWE:
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:40 - Is the "Fourth Turning" here?
6:10 - Neil's prior predictions that turned true
7:30 - Nullification crisis
17:30 - Path for succession of states
23:30 - Obstacles to civil war
31:20 - Road to world war
34:05 - Popular sentiment against wars
35:40 - Global war or civil war more likely?
44:52 - Is NATO still necessary?
49:00 - Investment implications for Fourth Turning
52:30 - Inflation hedges
56:10 - Economy under rise of millennials
#economics #demographics #investing
01:01:1717/09/2024
Bombshell Letter To Fed: Lawmakers Push 75 Bps Cut This Week, Will Powell Cave? Gary Wagner
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Gary Wagner, Editor of The Gold Forecast.com, discusses expectations for a Fed rate cut this week, as well as his gold price outlook.
*This video was recorded on September 16, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
33:1117/09/2024
Did China Just Cripple U.S. Military? This Critical Mineral Holds Key To Warfare | Kal Malhi
Kal Malhi, CEO of Hertz Energy, discusses China's recent limit on antimony exports, effective September 15, 2024. Antimony is a metal used in key military applications, including ammunition.
This video is distributed on behalf of Hertz Energy (CSE: HZ | OTCQB: HZLIF).
*This video was recorded on September 11, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - China's antimony export ban
7:13 - Hertz Energy
#investing #commodities #geopolitics
13:3216/09/2024
Silver To Outperform Gold 4 To 1 As New Monetary System Emerges 'In Next 3 Years' | David Morgan
David Morgan, Publisher of The Morgan Report, discsusses the outlook for gold, silver, and how the gold "barometer is signalling "stormy times ahead".
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/. Watch the last interview with CEO Jim McDonald: https://youtu.be/1_0TAFWwjLU?si=ltpDIlbR-47o6ILA
*This video was recorded on September 13, 2024
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The Movie -Silver Sunrise http://www.silversunrise.tv
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Gold vs silver
4:19 - Silver as industrial metal
7:30 - Gold as a barometer
8:30 - Stormy times ahead
11:20 - Bankruptcies
16:00 - Inflation outlook
21:40 - Increased deficit
24:10 - Federal reserve rate cut
27:00 - Capital flow shifts
29:46 - Dollar outlook
32:30 - New monetary system
33:30 - Why hasn't silver hit new highs?
36:50 - Industrial use case of silver
38:20 - Silver mining
40:00 - How money controls us
#economy #silver #gold
41:3915/09/2024
Labor Market Collapsing; 5% Unemployment By 2025 As Recession ‘Steepens’ | Anna Wong
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Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the health of the U.S. labor market, the chance of a recession "steepening", and the election's impact on economic growth.
Watch Anna's last interview with me: https://youtu.be/PgcA-VIT6Rw?si=w1DtiPMgq8WP5BxC
*This video was recorded on September 11, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Weakening of labor market
1:05 - Unemployment rate outlook
7:06 - BLS revisions
9:28 - GDP revisions
13:50 - Consumer spending
16:15 - Construction payrolls
19:00 - Fed monetary policy
24:33 - Election and economic impact
31:20 - U.S. dollar outlook
#economy #recession #federalreserve
36:4013/09/2024
Who Will Seize The White House? Debate Analysis & Prediction | Matt Gertken
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Matt Gertken, Chief Geopolitical Strategist of BCA Research, analyzes the Trump vs. Harris debate, shifting election odds, geopolitics, and the election's impact on markets.
Watch Matt's last interview with me: https://youtu.be/OPzuGe47tP0?si=zeoj3iF1pxxtp_WG
Watch Matt's interview on the Iran-Israel conflict: https://youtu.be/BPzVE7KiRpA?si=o7O0-JbBEm7baQYc
*This video was recorded on September 12, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Debate and election odds
5:00 - Job market and recession
6:45 - Tariffs
10:37 - Harris and price controls
12:30 - Are Trump's policies inflationary?
15:00 - Harris's plan to stimulate businesses
17:10 - Widening deficit
19:34 - Foreign policy
24:15 - Israel-Iran conflict
26:39 - Election and markets
#election #economy #politics
29:0813/09/2024
Global Meltdown: Gold & Silver Diverge, Signals Economic Collapse | George Milling-Stanley
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George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses his gold price projection for year-end 2024 and 2025, and what a price divergence from silver means for the state of the economy.
Watch George's last interview with me: https://youtu.be/CxtjDf5Rcmk?si=1DM5QbgpKS49dqtZ
*This video was recorded on September 10, 2024
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0:00 - Gold price outlook
7:00 - Bearish scenarios for gold
10:40 - Gold vs. dollar
15:18 - Labor market weakness
17:15 - Inflation outlook
19:00 - U.S. dollar outlook
22:10 - Gold vs. stocks
26:15 - Gold vs. silver
29:50 - Gold demand from China
31:50 - Central bank buying of gold
#gold #economy #investing
34:4913/09/2024
'Close To Major Financial Reset'; Brace For Margin Calls, Panic Selling | Chris Vermeulen
Chris Vermeulen, Chief Market Strategist of The Technical Traders (https://thetechnicaltraders.com/davidlin/) discusses the market's volatile reaction to the latest CPI report, expectations for the September FOMC meeting, and how commodities are signalling an imminent "financial reset". Watch Chris's last interview with me: https://youtu.be/sC6w6Vr1XOE?si=RJNCF-jlGKfS-gE5This video is distributed on beh alf of Dolly Varden Silver (TSX.V:DV | OTCQX: DOLLF). Learn more about Dolly Varden Silver here: https://dollyvardensilver.com/. Watch the last interview with CEO Shawn Khunkhun: https://youtu.be/1bNWctFRDaQ?si=osuNDSO9YWVr-Opx*This video was recorded on September 11, 2024Subscribe 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 VERMULEN: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_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@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 - Intro1:30 - Latest CPI inflation3:30 - Trend has turned down9:40 - Economic cycles11:55 - Markets pricing in election odds13:18 - Copper and industrial metals16:00 - Oil outlook 17:00 - Gold21:18 - Silver25:26 - Bonds27:30 - U.S. dollar 29:30 - Chris's investing philosophy#stocks #economy #investing
32:0211/09/2024
50 Bps Cut Next Week? Fed Could Shock Markets; China Is 'Imploding' | Alfonso Peccatiello
Alfonso Peccatiello, Founder of the Macro Compass, discusses the economy in China, outlook for U.S. growth and inflation, monetary policy, and the investment implications of today's macroeconomic environment.
Watch Alfonso's last interview with me: https://youtu.be/pHThK8AQbxA?si=o5fds3u81jaxYwAj
This video is distributed on behalf of Kootenay Silver (TSX.V:KTN | OTC: KOOYF). Learn more about Kootenay Silver here: https://kootenaysilver.com/
*This video was recorded on September 10, 2024
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0:00 - Intro
1:30 - China is imploding
9:45 - Bonds
13:00 - U.S. dollar
16:50 - Gold
18:40 - U.S. deficits projection
21:10 - Fed rate cuts forecast
26:55 - Eurozone economy
#economy #investing #stocks
34:3011/09/2024
‘Flashing Red Lights Everywhere’; Lobo Tiggre’s Urgent Warning On The Economy, Markets
Lobo Tiggre, Editor of The Independent Speculator, discusses signs of an economic slowdown, the outlook for monetary policy, and commodities.
This video is distributed on behalf of Radisson Mining Resources (TSXV: RDS | OTCQX: RMRDF). Learn more about Radisson Mining here: https://www.radissonmining.com/
*This video was recorded on September 9, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:00 - Yellen: "economy remains solid"
7:20 - Fed monetary policy outlook
11:40 - Slowing job openings
18:40 - Money supply
22:00 - Federal deficit
25:52 - Fighting inflation
29:55 - Copper
35:00 - Gold and silver
38:38 - Uranium
#economy #investing #commodities
44:0611/09/2024
Oil Price Collapses: Is This The End Of OPEC? | Doomberg
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Doomberg analyzes recent oil price trends, geopolitical factors for the energy sector, and how OPEC's days are numbered.
Watch the last interview with Doomberg and Paul Sankey: https://youtu.be/X-KEp852VsA?si=8gsg9FifZd7UB6rr
*This video was recorded on September 6, 2024
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Oil price recap
5:39 - Election and oil
10:50 - Peak oil
15:34 - Inflation-adjusted oil price
16:49 - OPEC's next moves
19:00 - U.S. oil tax revenues
21:18 - Oil and the labor market
24:10 - Recession and the Fed
25:51 - Russian and India alliance
35:00 - Israel and Hamas war
42:30 - What oil price is signalling
43:45 - How OPEC ends
#oil #investing #economy
49:3110/09/2024