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The David Lin Report
Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.
Is Bitcoin Replacing The Dollar? Blockchain Co-Founder W. Scott Stornetta On Future Of Adoption
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W. Scott Stornetta, widely regarded as one of the co-founders of blockchain technology, cited in Satoshi Nakamoto's original Whitepaper, discusses the future of Bitcoin adoption, the impacts of changing government regulations, and the impact of AI on the labor force.
*This video was recorded on July 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
1:50 - Republicans and crypto
5:05 - Democrats and crypto
7:05 - Weaker dollar
11:25 - Bitcoin ETFs
13:00 - Crypto mining
14:35 - CBDCs
23:00 - Medium of exchange
26:11 - Tokenization of real assets
20:20 - Will AI replace humans
37:46 - AGI
41:45 - Deepfake security
47:50 - Are we living in a simulation?
#bitcoin #crypto #investing
49:0329/07/2024
The Fed Loses $100 Billion A Year; What Happens When Central Bank Goes 'Bankrupt'? | Steve Hanke
Steve Hanke, Professor of Applied Economics, analyzes the latest inflation data, and discusses the Fed's financials, Donald Trump's economic platform, and banks' operational risks.
*This video was recorded on July 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
1:20 - U.S.inflation
5:10 - Fed's actual loss
8:51 - Global inflation
17:46 - "America is going bankrupt"
21:54 - Trump's economic agenda
27:46 - JD Vance wants weaker dollar
38:10 - Trump wants Bitcoin strategic reserve
43:00 - Banks' operational risks
#election #economy #investing
47:3828/07/2024
Why Is The Population Collapsing? Will Economy Survive? Economist Melissa Kearney Answers
Melissa Kearney, Professor of Economics at the University of Maryland, discusses the global trend of lower fertility rates, and its economic and societal impacts.
*This video was recorded on July 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
1:03 - Fertility rate trend
4:48 - Impact on economic growth
6:58 - Retirement age
10:00 - Malthusian prediction
12:11 - Fertility vs. per capita growth
14:00 - Fertility incentives
16:33 - Household formation
18:28 - Global fertility trends
20:05 - Marriage and income
24:55 - Media influence
27:15 - AI and innovation
31:06 - Happiness vs. fertility rate
34:00 - Divorce vs. income
35:40 - Sectors affected
37:00 - Solutions to shrinking population
39:30 - Immigration
40:55 - Two-parent privilege
#economy #demographics #populationgrowth
43:3028/07/2024
U.S. To Hold As Much Bitcoin As Gold? Why Marathon Digital Just Bought $100 Million Of BTC
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Fred Thiel, CEO of Marathon Digital Holdings (NASDAQ: MARA), discusses why the company recently completed the purchase of $100 million of Bitcoin to add to its balance sheet, and why a potential Bitcoin Strategic Reserve is rumored to be announced by Donald Trump this week.
*This video was recorded on July 26, 2024
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Website: https://www.mara.com/
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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
0:55 - $100 million BTC purchase
4:00 - Bitcoin sentiment
6:50 - Bitcoin strategic reserve
10:53 - Bitcoin at inflection point
12:00 - Bitcoin ETF
13:29 - Price outlook
14:55 - Political attitude on crypto
17:32 - Trump wants BTC mining in U.S.
19:13 - Ethereum
20:26 - Bitcoin mining costs
22:45 - Marathon Digital future plans
#bitcoin #crypto #investing
24:3827/07/2024
'Big Up Move' For Bitcoin But Stocks Show 'Most Bearish Signal Ever' | Gareth Soloway
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Gareth Soloway, Chief Market Strategist of Verified Investing.com, discusses the recent tech sell-off, Bitcoin, Ethereum, gold, and oil.
*This video was recorded on July 26, 2024
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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 Update
2:30 Fed Likely To Cut
3:33 NASDAQ
14:10 Semiconductors & Tech
20:04 Russell 2000 & Small Caps
23:55 Bitcoin & Ethereum
33:00 Metals
35:56 Oil
37:18 Yen
#bitcoin #stocks #trading
39:1026/07/2024
$50 Silver Is ‘Next Stop’ Before ‘Much Higher’ Price In This Bull Market | Jim McDonald
Jim McDonald, CEO of Kootenay Silver (TSX.V:KTN | OTC: KOOYF), explains why gold has reached new all-time highs this year, but silver hasn't....yet.
*This video was recorded on July 22, 2024, and is sponsored by Kootenay Silver
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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
0:41 - Silver price outlook
3:40 - Silver vs. gold
7:20 - Silver deficit
9:50 - Gold/silver ratio
12:25 - Gold price breakout
16:46 - Mining industry: biggest changes
24:40 - Catalyst for new highs
27:00 - Mining company valuations
28:56 - Kootenay Silver
32:30 - Critical mineral
#silver #commodities #mining
35:5425/07/2024
‘We Are Bankrupt’: Ron Paul On U.S. Debt Crisis, Secret Service Failure, 'Judicial Coup'
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Ron Paul, Former Congressman and Host of The Liberty Report, responds to Joe Biden's dropping out of the election, the assassination attempt on Donald Trump, and the future of the U.S. economy.
*This video was recorded on July 24, 2024
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0:00 - Intro
1:30 - Biden dropping out of election
4:00 - Trump assassination attempt
7:00 - Secret Service
14:38 - Dollar
17:00 - America is bankrupt
19:54 - More social unrest
#economy #trump #biden
22:0224/07/2024
Gold To $3k, Bitcoin To $100k, But This Asset Will Beat All In 2024 | Florian Grummes
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Florian Grummes, Managing Director of Midas Touch Consulting, discusses monetary policy in the U.S. and Europe, market reaction to a Fed pivot, and his Bitcoin and gold price outlook.
Watch Florian's last interview with me: https://youtu.be/l8WHn6nVBlw?si=Vr_YbaxIKtjkAj3y
*This video was recorded on July 22, 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
1:47 - Bitcoin price recap
3:10 - ECB monetary policy
5:25 - Fed monetary policy
9:50 - Gold
19:50 - Bitcoin/gold ratio
22:41 - Bitcoin
34:24 - Best-performing asset of 2024
#gold #bitcoin #stocks
41:3324/07/2024
80% Of Banks 'Going Down’; $9 Trillion Debt Due Soon | Christopher Whalen
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Christopher Whalen, Chairman of Whalen Global Advisors, discusses the risks to the banking sector, opportunities for investors, market outlook, and current labor market conditions.
*This video was recorded on July 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
1:00 - Market outlook
2:50 - Banking sector
6:50 - Liquidity issues
8:30 - Commercial real estate
9:50 - Debt maturing
13:20 - Unemployment
15:27 - Housing affordability
18:00 - Inflation outlook
20:15 - Liquidity crisis?
22:00 - De-dollarisation
26:10 - Fed policy
30:55 - Fiscal policies
32:10 - Tariffs
34:54 - Risk-on sentiment
36:00 - Banking consolidation
40:30 - DeFi and crypto
#economy #investing #stocks
43:1823/07/2024
Biden Likely ‘Forced’ To Leave White House Before Nov. 5 | Matt Gertken
Matt Gertken, Chief Geopolitical Strategist of BCA Research, discusses the political, geopolitical, and market impacts of Joe Biden's withdrawal from the election.
*This video was recorded on July 22, 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 - Biden to resign the presidency?
5:32 - Swing voters
7:31 - Inflation
9:33 - Trump assassination attempt
11:22 - Biden was always going to step down
17:00 - Trump and China
22:34 - Ukraine war
24:30 - Democrats and foreign policy
29:00 - IMF and tariffs
30:44 - ‘Counterrevolution’
35:00 - Market impact
#election #biden #trump
38:5623/07/2024
‘I Wouldn’t Be Surprised’ If Bitcoin Doubles To $150k On ‘Landslide Trump Victory’ | Russell Starr
Russell Starr, Former CEO and Head of Capital Markets at DeFi Technologies (CBOE: DEFI | OTC: DEFTF), discusses what a Trump election win would mean for Bitcoin and crypto policies, and ultimately, market reaction.
This video was conducted on behalf of DeFi Technologies Inc, and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/dis...
*This video was recorded on July 19
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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
0:47 - Bitcoin reaction to Trump Assassination attempt
2:09 - Trump and crypto
6:10 - Democrats and crypto
8:40 - JD Vance and dollar
11:53 - Weaker U.S. dollar
17:50 - Ethereum and ETFs
24:44 - CBDC
28:38 - DeFi Technologies
#bitcoin #election #crypto
36:1621/07/2024
China Could Invade Taiwan This Year, Crash Markets, According To AI | Gene Munster
Gene Munster, Managing Partner of Deepwater Asset Management, discusses AI's predictions for the future.
*This video was recorded on July 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 - Tech news recap
3:31 - China to invade Taiwan?
14:46 - AI's prediction of the future
18:00 - Tech bubble
21:00 - Monetizing AI
24:36 - AI will be bigger than the internet
29:20 - Tech stocks Gene likes
#investing #stocks #ai
32:2921/07/2024
'Aggressive Sell-Off' Here; Did Japan Just 'Break' U.S. Financial System? | Michael Gayed
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Michael Gayed, Portfolio Manager of Tidal Financial Group, discusses the "suspected" Bank Of Japan intervention last week and the subsequent U.S. stock markets correction this week.
Watch Michael's last interview with me: https://youtu.be/_2ZG4Cepi6s?si=d36xboDQNnQ3LmY8
*This video was recorded on July 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 - Yen Carry Trade
7:34 - Small caps stocks
12:45 - Lumber/gold
14:16 - Non-tech sectors
18:55 - Bonds outlook
22:30 - Tariffs and inflation
24:00 - Taxes and markets
25:44 - Debt maturing
26:50 - Market outlook overview
#economy #investing #stocks
30:3519/07/2024
Gold Price Hit New Record High, Expect $2,700 By Year-End Says Trader | Gary Wagner
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Gary Wagner, Editor of The Gold Forecast.com, discusses the drivers of gold's latest run to new all-time highs, and where the price may go by year-end.
Watch Gary's last interview with me: https://youtu.be/85d-2YUYaxM?si=lVNbcVyyqY5li2vm
*This video was recorded on July 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
1:45 - Gold's new all-time high
2:17 - Fed monetary policy
8:34 - What pushed gold higher?
12:43 - Why would go climb more?
14:55 - Gold's new floor
16:18 - Gold vs. stocks
17:45 - Recession indicator?
19:05 - Election result and gold
20:58 - Long-term outlook
24:30 - $2,700 gold by year-end
#trading #gold #investing
27:0219/07/2024
Warren Buffett Indicator At All-Time High; Bear Market 'Inevitable' | Chance Finucane
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Chance Finucane, CIO of Oxbow Advisors, discusses the outlook for the stock market, bonds, yields, and his assessment of current equities valuations.
Watch Chance's last interview with me: • Danger Ahead: Markets Mispriced The F...
*This video was recorded on July 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 - Intro
1:08 - Presidential election and markets
3:45 - Warren Buffett Indicator
7:35 - AI trend
9:20 - Mean regression trade
11:35 - Inflation
13:51 - Fed cuts
15:41 - Yield curve
18:00 - Semiconductor companies
24:00 - Mega-cap companies
26:45 - Golden Era of Growth
#stocks #economy #investing
31:4518/07/2024
NASDAQ Has Worst Day Since 2022, Will Correction Continue? | Jason Shapiro
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Jason Shapiro, Owner of Crowded Market Report.com, discusses recent market sentiment and the rotation out of tech stocks.
Watch Jason's last interview with me: https://youtu.be/tiL33ttPb3U?si=dMSatKsIguJo7Wlq
*This video was recorded on July 17, 2024
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0:00 - Intro
0:56 - Market inflection
6:24 - Tech stocks down
9:35 - Russell 2000
10:30 - Energy
11:50 - Market levels targets
12:48 - Crowd sentiment
13:27 - Valuations
16:55 - “Setting yourself up for failure”
19:27 - What is market pricing in?
21:55 - Mining stocks
24:30- Yen
25:29 - Bitcoin
27:44 - Volatility and VIX
29:51 - Recession trade
31:50 - Presidencies and stocks
34:20 - Bullish argument
35:10 - Bearish argument
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#stocks #trading #investing
39:5818/07/2024
Home Sales At Recessionary Lows, ‘Sellers’ Market Evolving’ | Zelman & Associates
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Ivy Zelman, Co-Founder of Zelman & Associates, and Alan Ratner, Managing Director of Zelman & Associates, discusses the outlook for mortgage rates, demand, homebuilding activity, and home prices.
*This video was recorded on July 10, 2024
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Annual Housing Summit - September 12 & 13 in Boston.
Hear lively panel discussions from C-Suite Executives and fresh perspectives as well as rich market content on the housing ecosystem.
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Learn More About Zelman:
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0:00 - Intro
1:30 - Outlook on rates
5:56 - Homebuilding updates
10:33 - Listings rising
11:40 - Sellers’ market
14:10 - Lumber
16:30 - Home price growth
17:10 - Cap rates outlook
18:20 - Cities where home prices are falling
19:55 - New vs. existing home prices
21:47 - Rental market
26:42 - Fertility trends
29:51 - Housing affordability
33:53 - Entry-level homes
35:25 - Household formation
38:10 - Wealth effect
39:53 - Agent fees
40:34 - Markets that could gain value
42:08 - Home insurance
42:41 - Climate change and homebuilding
45:00 - Risk of financial crisis
49:10 - Foreign buyers
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#realestate #housingmarket #economy
50:3717/07/2024
‘Explosive’ Market Rotation Now, Could End In 'Annihilation' | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses the current market rotation out of big tech stocks into the small cap stocks, which have soared.
Watch Chris' last interview with me: https://youtu.be/axJZlKO5WYU?si=pmzdtvWUODkClFYa
*This video was recorded on July 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
1:50 - Huge market rotation
6:29 - Small caps and economic data
12:00 - Market reaction to Trump assassination attempt
13:43 - Market stages
16:44 - Gold
19:00 - Silver
20:19 - Bitcoin
24:27 - Market positioning
25:45 - Homebuilding
29:31 - Next bear trend
31:00 - The Technical Traders
#stocks #trading #economy
33:0517/07/2024
Social Unrest Not Over, U.S. Becoming 'Banana Republic' | Matthew Piepenburg
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Matthew Piepenburg, Partner of Von Greyerz AG
*This video was recorded on July 15, 2024
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0:00 - Intro
1:07 - Rise in social unrest
9:07 - Market reaction and outlook
15:31 - Inflation
20:43 - debt crisis
27:45 - Gold
37:00 - "Coming Great Conflict"
43:00 - Risk-on sentiment
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #investing #election
49:2616/07/2024
Markets Price In Trump Victory? Assassination Attempt's Impact On Election, Stocks | Marko Papic
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Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses the market and election impact of the recent assassination attempt of Donald Trump.
*This video was recorded on July 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 - Intro
2:06 - Trump assassination attempts and election
6:47 - Democrat response
8:40 - Trump now vs. 2020
10:35 - Foreign policy
11:40 - Ukraine war
17:35 - Oil
20:05 - What is Putin’s end goal?
22:05 - Multipolar world
25:16 - Geopolitical premium
27:23 - Economic growth outlook
#trump #election #investing
34:1215/07/2024
Bitcoin Rebounding To $100k? What The ETF Flows Reveal | Dan Weiskopf
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Dan Weiskopf, Portfolio Manager of Tidal Financial Group, discusses the outlook for Bitcoin, the future of Bitcoin miners, and the widely anticipated ETF ETF.
*This video was recorded on July 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
1:30 - Bitcoin outlook
4:30 - Institutional demand
6:20 - Bitcoin ETF flows
11:29 - ETH ETF
15:00 - Bitcoin miners' costs
19:24 - BLOK ETF
20:57 - MicroStrategy
24:30 - Bitcoin miners' future
#investing #bitcoin #economy
27:0615/07/2024
Allan Lichtman Called Past Elections, Reveals 'Keys To The White House'
Allan Licthman, Distinguished Professor of History, American University, discusses the 13 "Keys to the White House."
*This video was recorded on July 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 - Intro
1:33 - Democratic Convention
4:30 - Charisma
6:19 - Will Biden drop out?
9:03 - Trump's debate performance
11:27 - Debate track record
12:53 - Media coverage of debates
14:36 - Trump in 2016 vs. now
17:55 - Economy
21:15 - Scandals
25:15 - Foreign policy
26:20 - Origin of the "Keys"
28:55 - Demographic changes
29:28 - Technological changes
30:20 - Betting markets
#politics #election #economy
31:2715/07/2024
Stocks At ‘1929’ Peak; 'Storm' About To Hit, Force Fed Capitulation | Tavi Costa
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Tavi Costa, Portfolio Manager at Crescat Capital, discusses the dangers of stock market valuations, the coming steepening of the yield curve, the deteriorating economy, and the Fed's response to current macroeconomic conditions.
Watch Tavi's last interview with me: https://youtu.be/becLT1YbyBM?si=0A5vj...
*This video was recorded on July 9, 2024
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0:00 - Intro
2:00 - Yield curve steepening
10:45 - Currencies
12:20 - Bull vs. Bear steepener
18:40 - Financial vs. “real” assets
20:57 - Fed cuts
24:00 - China’s “gold rush”
26:47 - Gold price outlook
29:50 - Dollar outlook
32:30 - Which “real asset” will outperform?
37:00 - Mining industry
47:30 - Gold’s price “floor”
*This video is not financial advice. The channel is not responsible for the performance of sponsors
and affiliates.
#economy #investing #stocks
49:0514/07/2024
Why Inflation Will Return To 9%; 85% Chance Of Fed Cut By September | Brett Heath
Brett Heath, CEO of Metalla Royalty, discusses his outlook for inflation, Fed monetary policy, market reaction, and the mining sector.
*This video was recorded on July 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 - Intro
1:35 - Market reaction to CPI report
2:33 - Fed rate cut
5:37 - Inflation to return
6:22 - Gold and inflation
9:50 - Metalla Royalty
12:15 - Mining stocks
16:35 - Investor sentiment
18:14 - Gold price outlook
20:40 - Silver
#stocks #economy #inflation
23:0613/07/2024
Major Moves Ahead For Bitcoin, Stocks, Trader Reveals Price Targets | Anmol Singh
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Trader Anmol Singh discusses his outlook for tech stocks, Bitcoin, and altcoins.
Watch Anmol's last interview with me: https://youtu.be/Cb0EE9dJ0IA?si=4--vD...
*This video was recorded on July 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
1:20 - Stock market outlook
5:33 - Bitcoin
10:43 - NVIDIA
15:29 - Tesla
23:50 - Rocket Lab
24:37 - Biotech stocks
25:04 - Ethereum and altcoins
#bitcoin #stocks #trading
30:0113/07/2024
Why Warren Buffett Is Holding A Record Amount Of Cash | Derek Brodie
Moomoo U.S: New users that enroll in Cash Sweep can earn 5.1% APY+3% APY booster + up to 15 free stocks with a qualified deposit
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Derek Brodie, VP Strategy of Moomoo Canada, discusses the latest FOMC meeting minutes, and trends in the economy.
*This video was recorded on July 5, 2024, and is sponsored by Moommoo Canada
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0:00 - Fed monetary policy
3:.24 - Canda vs. U.S. growth
4:37 - Markets and rate cuts
6:40 - Tech sector
9:05 - Price cuts and margins
12:15 - Commodities
13:40 - Canada’s inflation
16:13 - Real estate
18:20 - Why invest in stocks?
20:07 - Warren Buffett’s cash pile
23:25 - Moomoo's Institutional Tracker
27:47 - Moomoo's platform
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#stocks #investing #economy
33:0711/07/2024
Is Earth Running Out Of Gold? Will Price Skyrocket? | Michael Henrichsen
Michael Henrichsen, CEO of Goldshore Resources (TSXV:GSHR | OTCQB:GSHRF), discusses peak gold, and the upcoming mining M&A cycle.
*This video was recorded on June 26, 2024 and is sponsored by Goldshore Resources
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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
0:55 - Peak gold
3:15 - Jurisdiction risk
6:05 - Mine permitting
7:40 - Goldshore share price
8:53 - Criteria for mining acquisition
11:55 - Goldshore’s strategy
14:00 - Cash and funding
17:20 - M&A cycle
19:55 - Goldshore’s timeline
#gold #stocks #investing
25:2011/07/2024
The 'Coming Great Conflict': Civil War, Major Market Correction | Peter Grandich
Peter Grandich, Founder of Peter Grandich & Co., discusses his outlook on markets, political tensions in the U.S., commodities, and mining stocks.
Watch Peter's last interview with me: • 5 'Serious Issues' That Will Lead To ...
Ray Dalio's "The Coming Great Conflict": https://time.com/6991271/civil-war-co...
*This video was recorded on July 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
1:50 - Market correction outlook
4:50 - Government bail outs
7:07 - Ray Dalio’s “The Coming Great Conflict”
14:11 - ‘Financial ark’
15:58 - Gold outlook
20:34 - Mining companies
22:05 - Uranium 24:10 - Copper
27:30 - How to pick junior miners
34:35 - Bonds and the economy
38:00 - Presidential election
41:27 - Dissolution of EU?
#economy #investing #stocks
44:2010/07/2024
Chair Powell Should Be ‘Impeached’ If No Rate Cut By September | Ophir Gottlieb
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Ophir Gottlieb, CEO of Capital Market Laboratories, discusses the health of the non-tech economy, the "deadline" for the Federal Reserve to cut rates, and his outlook on NVIDIA, Tesla, and AI companies.
*This video was recorded on July 2, 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
1:54 - Small to medium businesses
6:20 - The Fed’s mandates
10:20 - Inflation vs. monetary policy
18:00 - Sectors most at risk
20:00 - Bank of Japan
23:35 - Tech sector
25:49 - NVIDIA
28:40 - Tesla
31:45 - AI investment implications
#economy #investing #stocks
42:2510/07/2024
Who Will Win 2024 Election? The Best Prediction Tool According To Economist Steve Hanke
Steve Hanke, Professor of Applied Economics, explains his preferred indicator of Presidential election results, the implications of the recent French election on France's economy, and the future of the Japanese Yen.
Watch my last interview with Prof. Hanke: • There Was No Saudi Petrodollar 'Agree...
*This video was recorded on July 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
2:00 - Election betting markets
14:53 - Election result odds
23:26 - French election
29:14 - Japanese Yen
#election #yen #economy
40:4209/07/2024
Is The Fed Getting 'Abolished'? Economist Explains 'End The Fed' Movement | Carola Binder
Carola Binder, Associate Professor of Economics at Haverford College, discusses her inflation outlook, prediction for number of Fed rate cuts this year, and the origins "End The Fed" movement, which was detailed in her book "Shock Values: Prices and Inflation in American Democracy."
*This video was recorded on July 5, 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
1:15 - Inflation outlook
7:00 - Inflation measurements
8:40 - 2% inflation target
11:45 - Price controls
13:55 - How many rate cuts this year?
14:30 - Central bank independence
18:36 - Monetary vs. fiscal policies
21:45 - 'End The Fed' movement
23:45 - Gold standard
26:20 - Fed's dual mandate
#economy #federalreserve #inflation
29:1208/07/2024
BIS Warns Of Debt Crisis, Gold To Rally 100% To $4,800 | Ronald-Peter Stoeferle
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Ronald-Peter Stoeferle, Managing Partner of Incrementum AG, discusses the latest price predictions made in the 2024 edition of the "In Gold We Trust" report.
Watch Ronald's last interview with me: https://youtu.be/bKYpnp7Cmmg?si=beuZX...
*This video was recorded on July 2, 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
1:40 - Gold price outlook
9:40 - Gold vs. bonds
14:40 - Gold vs. inflation
17:40 - Optimal portfolio allocation
25:25 - Gold miners
27:40 - Chinese demand of gold
31:30- BIS warns of debt crisis
34:20 - Yen
36:00 - Gold vs. risk-on assets
38:20 - $4,800 gold by 20230
44:20 - Bitcoin
#economy #investing #gold
50:0907/07/2024
How High Will NVIDIA Shares Go? CEO Jensen Huang Sells 120,000 Shares | Will Rhind
Will Rhind, CEO of GraniteShares, discusses AI, tech trends, NVIDIA, and why the GraniteShares 2x Long NVDA Daily ETF is one of the world's most heavily traded stocks.
*This video was recorded on July 2, 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 - Tech sector momentum
4:05 - NVIDIA overview
10:15 - NVIDIA insider selling
11:00 - DRUP ETF
16:45 - AMD vs. NVIDIA
18:26 - Risk on sentiment
19:05 - Gold and macro indicators
#nvidia #tech #stocks
21:3107/07/2024
Housing Supply Highest Since 2008, What's Next For Prices? | Eric Basmajian
Eric Basmajian, economist and founder of EPB Research, discusses the rate at which the economy is slowing, the outlook for U.S. housing market, and the long-run real income outlook.
Watch Eric's last interview with me: https://youtu.be/dmxDyKaB83M?si=5r1MlB1e0ZwBKUxt
Housing supply at more than 16-year high: https://www.reuters.com/markets/us/us-new-home-sales-slump-six-month-low-may-2024-06-26/#:~:text=WASHINGTON%2C%20June%2026%20(Reuters),housing%20market%20recovery%20was%20faltering.
*This video was recorded on July 2, 2024
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0:00 - Intro
1:00 - Labor market overview
3:43 - Economic growth
12:54 - Housing supply
17:07 - New listings
20:48 - Home price outlook
22:17 - Lumber price
25:23 - Small business sector
27:20 - Investment implications
31:34 - Long-run income
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
#economy #investing #realestate
39:3707/07/2024
Will Layoffs Soar? Economy In ‘Treacherous Waters’: Former Dept. Of Labor Chief Economist
Betsey Stevenson, Professor of Public Policy and Economics at the University of Michigan, and the former Chief Economist at the U.S. Department of Labor, discusses the current state of the labor market in the U.S., and ways to combat inflation.
*This video was recorded on June 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
1:00 - Economy’s top issues
6:00 - Housing supply and inflation
9:20 - Rent control
11:24 - Consumer spending and home prices
14:10 - Inflation outlook
18:00 - Labor market overview
21:35 - Labour market polls
25:15 - Multiple job holders
30:30 - Which sectors grew the most?
34:21 - Demographics and labor tightness
42:18 - AI’s impact on labor force
53:59 - Paradox of declining female happiness
#economy #jobs #inflation
01:02:0405/07/2024
Stock Market To Drop 30%; Why Bullish Economist Turns Bearish | Peter Berezin
Peter Berezin, Chief Global Strategist of BCA Research, gives his outlook for U.S. stock markets, economic growth, and the future of China.
Watch Peter's last interview with me: https://youtu.be/A1saGwvnoho?si=7cnKO...
*This video was recorded on July 2, 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
1:15 - Bullish to bearish
3:00 - Stocks vs. real economy
4:05 - Consumer spending
6:13 - Small businesses
7:26 - Unemployment rate
9:38 - The Fed and inflation
13:35 - S&P 500 target
16:21 - Tech stocks
20:30 - Defensive sectors
21:30 - Election and assets
24:42 - China’s economy
27:46 - Chinese gold demand
29:22 - Geopolitics
30:13 - Base metals
32:20 - Chinese stocks
33:00 - China’s impact on the U.S.
34:13 - Treasury yields
#economy #stocks #investing
35:1705/07/2024
43% Of Businesses Can’t Pay Rent: ‘We’re In Recession’ Says Economist Adam Kobeissi
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Adam Kobeissi, Founder and Editor-In-Chief of The Kobeissi Letter, discusses the challenges facing the real economy, and his outlook for stock markets.
*This video was recorded on July 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
1:17 - Bond market
5:05 - Fed policy
7:05 - Inflation outlook
9:27 - Labor market
15:14 - “It’s a crazy world”
16:35 - Stock markets
20:10 - Recession vs. Soft landing
23:20 - Small businesses can’t pay rent
26:14 - Banks
27:46 - Asset allocation
28:43 - U.S. dollar
30:00 - Bitcoin
#stocks #economy #investing
32:2204/07/2024
'Debt Doom Loop’: System 'Blows Up' Unless Massive Inflation Returns | Lawrence Lepard
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Lawrence Lepard, Managing Partner of Equity Management Associates, discusses how "waves of inflation" will need to return to prevent the financial system from "blowing up". He calls it a "debt doom loop".
Watch Lawrence's last interview with me: • $150k Bitcoin And $5k Gold: ‘Inflatio...
*This video was recorded on June 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
1:21 - Election and economy
2:29 - Dedollarisation
6:47 - Dollar Milkshake Theory
9:02 - Household net worth
13:10 - Inflation and Fed policy
17:30 - Debt and deficit projections
24:20 - Bitcoin
37:121 - Gold
#economy #investing #stocks
46:1803/07/2024
Fed To Abandon 2% ‘Fantasy’, Expect 'Dramatic Rotation’ In Markets | Thomas Hayes
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Thomas Hayes, Chairman and Managing Member of Great Hill Capital, discusses the coming rotation in capital in the equity markets, and why he expects the Federal Reserve to cut rates even if their 2% inflation target is not fully achieved.
Watch Thomas' last interview with me: https://youtu.be/mFm12gHyctQ?si=lZxB9...
*This video was recorded on July 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
1:26 - NVIDIA and tech stocks
5:40 - Market divergence
13:10 - Fed policy
19:28 - Rising debt
24:45 - China
#investing #economy #stocks
31:0502/07/2024
Why NVIDIA Will Crash 70%, Bring Down Market; ‘I’m 6 Months Early’ Says Gareth Soloway
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Gareth Soloway, Chief Market Strategist of Verified Investing (https://verifiedinvesting.com/), updates his outlook for NVIDIA, tech stocks, the economy, the dollar, Bitcoin, and gold.
*This video was recorded on July 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 - Massive divergence
6:13 - NVIDIA
11:20 - Macroeconomic update
21:50 - Market positioning
24:46 - Currencies
25:55 - Bitcoin
28:55 - NASDAQ 100
32:13 - Gold
33:20 - Dollar Index
34:55 - "I'm 6-8 months early"
#stocks #trading #nvidia
37:4402/07/2024
The Best And Worst Stock Market Sectors In 'Slowing' Economy | Chris Retzler
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Chris Retzler, Portfolio Manager at Needham Asset Management, discusses the best sectors to be positioned in right now, despite the economy showing signs of slowing down.
*This video was recorded on June 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 - S&P 500 outlook
2:10 - Economy slowing
3:46 - Tech sector outlook
6:00 - Inflation, Fed policy
10:23 - Laggards of stock markets
11:30 - Defense sector
14:30 - Cybersecurity
16:41 - Small vs. large cap stocks
22:30 - NVIDIA
26:40 - Tech sector valuations
28:00 - AI investment themes
#economy #investing #stocks
30:1801/07/2024
‘It’s Turning Into WW3’; The Draft, ‘Greater Depression’, Could Return | Doug Casey
Doug Casey, Best-selling author of “Crisis Investing” and founder of the Crisis Investing Newsletter (https://www.CrisisInvesting.com/Davidlin), discusses the escalating risks of the Russia-Ukraine War, the U.S. as a “failing power”, and the asset that could be as undervalued as gold was in the 1970s.
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*This video was recorded on June 25, 2024
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"Speculator": https://www.amazon.ca/Speculator-Doug-Casey/dp/0985933259
"Drug Lord": https://www.amazon.ca/Drug-Lord-Doug-Casey/dp/194744901X
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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
1:24 - Global conflicts
5:34 - Russia-Ukraine
10:15 - NATO
11:49 - Conscription and the draft
19:00 -Russian-U.S. relations
21:42 - ‘Failing power’
25:00 - Economic outlook
30:0 - Rising debt
33:00 - Communism vs. Fascism
38:19 - Investment opportunities
42:27 - Uranium and nuclear power
#investing #geopolitics #economy
48:1430/06/2024
‘1987 Crisis’ Approaches As Credit Markets ‘Revolt’ | Jim Thorne
Got injured in an accident? You could be click away from a claim worth millions. You can start your claim now with Morgan & Morgan at https://ForThePeople.com/David without leaving your couch. Remember, it's free unless you win.
Jim Thorne, Chief Market Strategist at Wellington-Altus Private Counsel, remains tactically long the equity markets, but says major headwinds will prevail post-2025.
Jim’s last interview: https://youtu.be/rygWjO-YjXc?si=h18c-VJHwx_tZX5U
*This video was recorded on June 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
1:16 - Credit markets will 'revolt'
3:00 - Tax policies
8:40 - Inflation
18:27 - Fed monetary policy
22:50 - Yield curve and recession
24:23 - AI and the economy
32:14 - Market outlook
#stocks #trumpvsbiden #economy
43:2729/06/2024
Dollar Collapse As Petrodollar ‘Ends’? Steve Hanke Debunks Fake News, ‘Fairytales’
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the petrodollar disinformation, UBi, minimum wages, and the labor market.
*This video was recorded on June 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 - Petrodollar
11:30 - U.S. dollar outlook
14:37 - ‘California Madness’
15:42 - Minimum wage
23:17 - UBI
32:37 - Trump’s tax and tariffs plan
34:40 - Ricardian Equivalence
36:48 - Phillips Curve
41:22 - Argentina
#economy #economics #investing
45:2828/06/2024
Are Income Taxes Getting Eliminated? Trump's Former Chief Economist Explains | Casey Mulligan
Casey Mulligan, Professor in Economics at the University of Chicago, and former Chief Economist at the White House Council of Economic Advisors for the Trump Administration, discusses tax and tariff policies, energy policies, government regulations and cost savings, and why cars could become out of reach for regular people.
*This video was recorded on June 13, 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
1:08 - Income tax proposal
6:07 - Protectionism and tariffs
10:16 - Income tax structures
13:35 - Energy policies
19:03 - Regulations and cost savings
24:00 - Zero-emissions targets
26:50 - Uranium and nuclear power
28:00 - Is U.S. still tech leader?
30:34 - UBI
32:15 - Standard of living
33:44 - Recession indicators
36:40 - Labor market
38:00 - "You're Hired"
#economy #investing #trump
40:3026/06/2024
‘Trend Is Escalation’: Top Threats Facing Economy, Democracy | Sandra Navidi
Sandra Navidi, CEO of BeyondGlobal, discusses the rise of protectionism, dedollorisation risks, inflation, and the impacts of the global chip war on the economy.
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*This video was recorded on June 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
1:13 - A turn in the economy?
4:30 - Trade war and sanctions 6:50 - Chip war
13:45 - Rise of protectionism
14:30 - Global paradigm shifts
17:36 - Dedollorization
20:30 - “Superhub”
41:45 - “Future IQ”
#economy #investing #geopolitics
23:4926/06/2024
‘Cost Of Living Crisis’: Why Wages Can’t Keep Up With Inflation | Tomas Philipson
Tomas Philipson, former Acting Chairman of the White House Council of Economic Advisors under the Trump Administration, discusses the causes of the "cost of living crisis" and why consumers are "getting squeezed".
*This video was recorded on June 13, 2024
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FOLLOW TOMAS PHILIPSON:
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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 - Cost of living crisis
3:28 - Inflation Reduction Act
4:42 - Inflation components
7:00 - Housing affordability
8:00 - Debt
10:07 - Recession outlook
11:10 - Improving real wages
#economy #economics #investing
12:3325/06/2024
Repeat Of 2008 Financial Crisis As Wave Of Foreclosures Coming | Chris Vermeulen
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Chris Vermeulen, Chief Market Strategist of TheTechnicalTraders.com, discusses the brewing housing crisis and the impact on banks, as well as his outlook for equities indices, tech stocks, gold and the dollar.
*This video was recorded on June 24, 2024
Chris' last interview with me: https://youtu.be/WgxouYMP4jQ?si=L2R8C...
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CBC videos referenced:
Why banks are bracing for a mortgage renewal cliff: https://www.youtube.com/watch?v=42dIp...
Why are so many big-city condos sitting empty? https://youtu.be/xGfFBP7U7pQ?si=KCdxQ...
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
0:46 - Housing markets
7:37 - Banks
12:45 - Holding real estate
13:55 - Housing supply
17:10 - Indicators of housing correction
19:42 - Tech vs rest of market
25:13 - Sector driven market
34:00 - Gold
36:26 - Dollar
37:50 - Asset “revesting"
#stocks #trading #realestate
42:0724/06/2024
What Really Pushed Gold To All-Time High? This Is Next For Price, Demand | Gwen Preston
Gwen Preston, VP of Investor Relations at West Red Lake Gold Mines, discusses the forces driving gold to new all-time highs this year, and her outlook for demand and the price.
West Red Lake Gold Mines CEO Shane Williams' last interview with me: https://youtu.be/DCTOuP1d-
2k?si=k-jS7Qt0I3vkbEbl
*This video was recorded on June 17, 2024 and is sponsored by West Red Lake Gold Mines
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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's macro drivers
5:44 - Gold demand sources
11:00 - Gold equities
15:00 - Chinese buying of gold
16:33 - M&A in gold equities
20:45 - Gold equities sentiment
25:00 - West Red Lake Gold Mines
36:20 - Gwen Preston
#investing #gold #stocks
38:4623/06/2024
‘Roaring 20s’ Is Back: S&P To 8,000 Says Economist Who Called Rally | Ed Yardeni
Ed Yardeni, President of Yardeni Research, updates his outlook for the stock markets and economic growth.
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*This video was recorded on June 17, 2024
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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 - Market outlook
4:51 - Threats to growth’
9:30 - Small businesses
12:15 - Fed rate cuts
15:40 - Inflation
19:38 - Taylor Swift and BoE
20:41 - U.S. dollar
23:00 - Tariffs
25:12 - Credit card delinquency
26:24 - Sector outlook
#economy #stocks #investing
29:0021/06/2024