The David Lin Report

Pyotr Kurzin, Host of The Global Gambit, discusses the recent ceasefire between Israel and Hamas, and the top geopolitical risks that investors need to be paying attention to in 2025. *This video was recorded on January 15, 2026 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW PYOTR KURZIN: The Global Gambit:    / @theglobalgambit   Twitter (@PKurzin):    / @theglobalgambit   FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Israel-Hamas Ceasefire 4:57 - Israel-Iran 7:00 - Hostage release 10:00 - The path towards de-escalation 12:50 - China-U.S. 16:00 - Biggest geopolitical risks #gaza #geopolitics #economy

Shawn Khunkhun, CEO of Dolly Varden Silver (TSX.V:DV | OTCQX: DOLLF), explains why silver will "drastically outperform" gold in the current bull cycle. Vancouver Investment Conference: https://2ly.link/21sBK *This video was recorded on January 13, 2025 and is sponsored by Dolly Varden Silver Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SHAWN KHUNKHUN: Twitter (@ShawnKhunkhun): https://x.com/shawnkhunkhun?s=21&t=NK... Learn more about Dolly Varden Silver: http://dollyvardensilver.com FOLLOW DOLLY VARDEN SILVER: Twitter (@SilverVarden:) https://x.com/silvervarden?s=21&t=NKa... LinkedIn:   / dolly-varden-silver-corp   Instagram:   / dollyvardensilver1910   Facebook: https://www.facebook.com/dollyvardens... FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:30 - Silver market outlook 5:00 - Silver premiums 8:33 - Gold vs. Silver 12:20 - Role of precious metals 16:28 - Consumer sentiment vs. Silver 19:00 - Silver deficit 24:00 - Silver mining industry growth 25:50 - Dolly Varden Silver

Jason Yanowitz, Co-Founder of Blockworks, discusses the changing institutional demand for Bitcoin, and the outlook for altcoins. *This video was recorded on January 14th, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON YANOWITZ: Blockworks: https://blockworks.co/ X (@JasonYanowitz): https://x.com/JasonYanowitz FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 1:48 - 6 to12 Month outlook for Bitcoin 7:21 - Why Has Trump Become "Pro Crypto" 10:05 - Crypto Mass Adoption Rate Beats The Internet 13:55 - How Global Remittance & Payments Are Evolving 18:52 - Bitcoin to Replace Bonds in 60/40 Portfolio 20:57 - BTC Reserve Announced in the next 100 days? 27:32 - How Banks will evolve in the near future 33:04 - Institutional Outlook for BTC & Altcoins 37:11 - Why ETH is stagnant #bitcoin #crypto #investing

Thomas Hayes, Managing Member of Great Hill Capital, discusses coming market after Trump's inauguration. *This video was recorded on January 14, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/ YouTube: https://www.youtube.com/c/HedgeFundTips/videos Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 1:00 - Recent market action 4:48 - Market sentiment 6:41 - Energy 11:52 - Valuations 19:00 - Tech sector

Go to joindeleteme.com/DAVIDLIN and use promo code DAVIDLIN at checkout, or scan the QR code on the screen to get 20% off all U.S. plans. Start taking control of your privacy today! Michael Lee, Founder of Michael Lee Strategy, discusses the latest CPI report and the outlook for stocks. *This video was recorded on January 15, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MICHAEL LEE: Website: https://www.michaelleestrategy.com/ X (@MikeLeeStrategy): https://x.com/mikeleestrateg FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Inflation and market reaction 3:41 - ‘Powell is political’ 8:46 - Small business optimism 10:33 - Consumer strength 12:43 - Economic growth outlook 14:15 - Tech sector outlook 19:55 - Quantum computing 22:55 - Tech stocks vs. Interest rates 24:44 - TikTok ban 28:55 - Bond yield outlook 32:13 - Autonomous driving #stocks #investing #economy

Go to joindeleteme.com/DAVIDLIN and use promo code DAVIDLIN at checkout, or scan the QR code on the screen to get 20% off all U.S. plans. Start taking control of your privacy today! Darius Dale, Founder of 42 Macro, explains why his macroeconomic model is currently 52% in cash right now. *This video was recorded on January 13, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DARIUS DALE: 42 Macro: https://42macro.com/ X (@DariusDale42): https://x.com/DariusDale42 FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. #economy #investing #stocks

Go to http://buyraycon.com/DAVIDLIN to get up to 15% off sitewide! Brought to you by Raycon. Samson Mow, CEO of Jan3, debates Clem Chambers, Founder of ANewFn, on the direction of Bitcoin for 2025. *This video was recorded on January 11th, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SAMSON MOW: Jan3: https://jan3.com/ X (@Excellion): https://x.com/Excellion FOLLOW CLEM CHAMBERS: ANewFn: https://www.anewfn.com/ X (@ClemChambers): https://twitter.com/ClemChambers FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - $1M in 2025 or Time to Sell? 8:22 - Is Bitcoin Truly Finite? 13:23 - Will Bitcoin Remain The King of Digital Assets Forever? 16:44 - Is Bitcoin Price Manipulated 19:47 - Will Global Debt Force Governments To Accumulate Bitcoin? 26:12 - Will Bitcoin Replace The Dollar or Strengthen It? 32:42 - Quantum Computing Security Threat, Is Bitcoin Safe? 36:00 - What is the value proposition of holding bitcoin? 45:57 - Is Bitcoin Still Cheap? 48:08 - Final Thoughts #bitcoin #investing #crypto

Bob Ryan, Founder of Ryan Commodity Insights, discusses the rising uncertainty the global marketplace, and the outlook for the energy markets. *This video was recorded on January 3, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW BOB RYAN: https://ryancommodityinsights.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Policy uncertainty index 7:26 - Oil price performance 11:25 - Trump’s policies for oil 17:55 - U.S. strikes Yemen 21:35 - An end to wars? 26:50 - Tariffs in Trump 2.0 28:50 - China’s navy 30:23 - Banning offshore drilling

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off Lawrence Lepard, Managing Partner of Equity Management Associates, discusses the outlook for the monetary system, inflation, and Bitcoin. *This video was recorded on January 9, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW LAWRENCE LEPARD: Equity Management Associates: https://ema2.com/ Twitter (@LawrenceLepard): https://twitter.com/LawrenceLepard FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:40 - The Big Print 2:00 - Inflation and the Fed 6:00 - Interest rate and inflation 15:00 - Money supply and inflation 18:46 - Bitcoin vs. Gold 22:28 - Bitcoin outlook 31:20 - Gresham’s Law 35:00 - Bitcoin vs. altcoins 37:40 - A history of inflation 44:10 - Inflation breakdown #bitcoin #economy #investing

Adrian Day, President of Adrian Day Asset Management, discusses the latest jobs report and the outlook for the economy. *This video was recorded on January 10, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.com/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Jobs numbers 7:50 - Consumer strength 10:55 - Market reaction 11:39 - Fed monetary policy 15:14 - Inflation outlook 17:46 - Commodities 22:00 - Gold vs. Stocks 28:10 - Geopolitics and markets 30:25 - Large vs. Small cap gold stocks #economy #investing #stocks