The David Lin Report

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Ron Butler, Principal Mortgage Broker at Butler Mortgage and Host of The Angry Mortgage podcast, discusses the outlook for the Canadian real estate market. *This video was recorded on December 9, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report RON BUTLER: Butler Mortgage: https://www.butlermortgage.ca/ Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-Xg X (@ronmortgageguy): https://x.com/ronmortgageguy 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 1:27 - Will Canada become U.S. state? 2:52 - Trade wars and Canada 3:48 - Canadian economy outlook 4:27 - Catastrophic problem in Toronto 8:28 - Canada’s housing index 12:00 - Foreign buyers’ taxes 13:11 - Immigration and housing demand 14:40 - Outlook for housing 15:45 - Housing market disparity in Canada 19:00 - Canadian banks 20:13 - Mortgage rates 21:42 - Bank of Canada 24:25 - AirBnb crackdown 26:17 - Toronto’s bubble 29:00 - Downpayment rules changed

Gareth Soloway, Chief Market Strategist at Verified Investing, dives into the economic landscape following extensive stimulus measures. He analyzes Bitcoin's potential after hitting $100k and highlights the insane stock valuations that could lead to a bubble. Gareth shares insights on navigating the looming recession, emphasizing the risks of an artificially stimulated economy. He also expresses bullishness on Chinese stocks and precious metals while discussing the complex interplay between inflation, housing, and investor psychology, making for a captivating market outlook.

Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025. *This video was recorded on December 6, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW EMMANUEL LEMELSON: Lemelson Capital: https://lemelsoncapital.com/ Amvona: https://amvona.com/ Newsletter: https://lemelsoncapital.com/newsletter/ Apple — https://podcasts.apple.com/us/podcast/the-fr-emmanuel-lemelson-podcast/id1738760054 Spotify — https://open.spotify.com/show/1iJukFtx9OvCgBOOwt2WXP?si=1c69f5dc5b49449b https://youtube.com/@Lemelson https://twitter.com/Lemelson https://facebook.com/lemelson/ https://tiktok.com/@fr_emmanuel_lemelson https://instagram.com/lemelson/ https://www.linkedin.com/in/emmanuellemelson/ https://rumble.com/user/FrEmmanuelLemelson 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 0:45 - Labor market and economy 3:48 - Deep value 8:11 - Retail sector 13:15 - AI-rally risks “correction” 15:23 - How to analyze financial statements 21:08 - The “myth of diversification” 22:30 - Tech valuation metrics 26:35 - Dave Sacks as “AI and crypto Czar” 30:29 - Peter Navarro as trade advisor 32:16 - Tariffs and recession 34:30 - Faith and investing 36:05 - Common investing mistakes #economy #investing #stocks

Scott Eldridge, CEO of Military Metals Corp, brings his mining and finance expertise to discuss China's ban on critical minerals, specifically antimony. He highlights the urgency for Western nations to find alternative sources as defense demands surge. Eldridge dives into the multifaceted uses of antimony in defense and renewable energy and discusses the economic potential of antimony mining projects in Slovakia and Canada. The conversation stresses the importance of securing a dependable supply chain amid escalating geopolitical tensions.

Jay Singh, Founder of Special Situations Research and former Goldman Sachs Portfolio Manager, shares insights on investment opportunities for 2025. He discusses how Trump's policies could create unique market shifts, particularly in the financial and energy sectors. Singh highlights the challenges of national debt and the implications of new economic strategies. The conversation also touches on U.S. economic resilience and the potential impacts of tangled global dynamics and trade policies on future investments.

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: https://www.masterworks.com/cd Philippe Gijsels, Chief Strategy Officer, BNP Paribas Fortis, discusses the coming wave of inflation, outlook for the economy, and the "strongest bull market in the last 100 years" for the commodities sector. *This video was recorded on December 5, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW PHILIPPE GIJSELS: LinkedIn: https://www.linkedin.com/in/philippe-gijsels-5563131/ X (@pgijselsh): https://x.com/pgijsels?lang=en The New World Economy in 5 Trends: https://www.amazon.ca/World-Economy-Trends-superinflation-hyperinnovation/dp/9401409013 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 1:05 - Bitcoin 8:00 - Monetary policy outlook 12:45 - Outlook for inflation 17:32 - 2025: extremely volatile year 18:59 - Unemployment 21:28 - QE and inflation 22:49 - U.S. dollar 28:20 - Financial crisis 29:42 - Multi-globalization 33:13 - Commodity bull cycle 36:48 - Most bullish metals

Bitcoin hit $100k for the first time on December 4. Where is the price headed next? This is what experts think. *This video was recorded on December 4, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW 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/ Clem Chambers: https://youtu.be/IXNbpIgFsTE?si=665orTfSWzAVmH67 Chris Vermeulen: https://youtu.be/3vxqtqJNhD4?si=YgYsemqqWvb9Awur Benjamin Cowen: https://youtu.be/Wb_Y8RLSHQg?si=vApSAapS-BjdoDkp Ran Neuner: https://youtu.be/lTrQEs0aYSA?si=CANKVJnkB3YEyRdg Aaron Arnold: https://youtu.be/62Q4ITO71lA?si=l44eG7tsEQPTQqQt Samson Mow: https://youtu.be/QIWC5fNEkWQ?si=APIg0fRbJd5lMi49 Jack Mallers: https://youtu.be/0c_enEuz8Do?si=xPpDe1BnXzzHU699 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 - Bitcoin hits $100k 2:50 - Clem Chambers: selling at $100k 5:02 - Chris Vermeulen: next price targets 9:30 - Benjamin Cowen: Bitcoin dominance 13:41 - Ran Neuner: the coming crash 17:41 - Aaron Arnold: best 9 months ahead 21:15 - Samson Mow: $1 million BTC 23:38- Jack Mallers: $1 million BTc 24:48 - Clem Chambers: response to $1 million BTC call #bitcoin #investing #crypto

Nicky Shiels, Head of Research & Metals Strategy at MKS PAMP, shares her insights on the future of gold and silver amidst shifting economic landscapes. She delves into how a potential Trump administration could impact U.S. inflation and the dollar. The conversation highlights evolving gold demand, especially in China, contrasting physical ownership with financial products. Shiels also discusses fluctuating prices, forecasting scenarios for both gold and silver, while reflecting on historical investor anxieties and the geopolitical factors influencing current markets.

Mark Zandi, Chief Economist of Moody's Analytics, shares insights on economic growth trends and the likely maneuvers of the Federal Reserve. He raises concerns about overheated asset prices and predicts a potential market correction due to misaligned valuations. Zandi discusses the implications of tax cuts on stock performance and considers the looming risks tied to BRICS tariffs. As credit card spending rises, he warns that financial markets are becoming increasingly 'off kilter,' urging caution in investment strategies.

Jason Trennert, CEO of Strategas, discusses a coming "second wave of inflation" and the portfolio allocation implications. *This video was recorded on December 02, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JASON TRENNERT: Strategas Asset Management: https://www.strategasasset.com/ X (@JasonTrennert_): https://x.com/JasonTrennert_ 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 - Inflation 3:45 - Could Trump stall rate cuts? 6:31 - “Common Man” CPI 10:23 - Rate cuts and growth 13:40 - Trump’s 100% tariffs threat 16:43 - Asset allocation 19:30 - Cash Flow Aristocrats 20:30 - Interest rate outlook 25:00 - Scott Bessent as Treasury Secretary 27:24 - Best assets of 2025