The David Lin Report

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

Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks: https://www.masterworks.art/davidlin Pyotr Kurzin, geopolitical analyst and Host of The Global Gambit, discusses the recent escalations of the Ukraine War, as well as the outlook for America's foreign policy objectives under Trump 2.0 *This video was recorded on November 29, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW PYOTR KURZIN: The Global Gambit: www.youtube.com/@theglobalgambit Twitter (@PKurzin): https://www.youtube.com/@theglobalgambit 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 1:30 - Putin’s next move against Ukraine 6:36 - Oreshnik missile 10:52 - U.S. aid to Ukraine 13:40 - Putin’s “red lines” 16:45 - Putin and Trump 2.0 21:34 - End of Ukraine War 24:12 - Lebanon - Israel ceasefire 27:40 - Syrian rebels 30:37 - Gaza War 33:15 - Trump and foreign policy 35:00 - Trade War 39:14 - U.S. - China relations 44:26 - The Global Gambit

Matthew Piepenburg, Partner of Von Greyerz AG, discusses the likely impacts of tariffs on inflation and economic growth, outlook for the dollar, and the "crazies times" for the economy. To learn more about Nexgold, visit: https://nexgold.com/ *This video was recorded on November 27, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MATTHEW PIEPENBURG: Website: https://goldswitzerland.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 - Increase in tariffs 6:28 - “It’s going to be inflationary” 10:15 - Economic growth 16:00 - Tax cuts and the debt crisis 18:15 - U.S. dollar “envy of the world”? 22:00 - Weaker dollar 24:20 - Recession outlook 26:30 - Consumer spending 27:56 - Dollar’s reaction to election 31:52 - Gold’s reaction to election 36:30 - Gold’s long-term purpose 39:40 - Geopolitical risk premium 44:41 - Fed and QE #economy #investing #tariffs

Click https://1of10.com/ and use the code “DL70” for 70% OFF, this Black Friday weekend only! David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term. *This video was recorded on November 26, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW EVERGREEN GAVEKAL: Evergreen Compatibility Survey: https://evergreengavekal.com/compatibility-survey/ Haymaker Substack Page: https://haymaker.substack.com/ Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-historys-biggest-financial-bubble (Enter LINREPORT50 for a 50% discount) David Hay's X (@Haymaker_0): https://twitter.com/Haymaker_0 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 - What is the Trump trade? 2:40 - Bond market recap 6:10 - Soft or no landing? 7:28 - Retail sales and the consumer 10:00 - Household net worth 11:20 - Real wages 12:25 - Fed monetary policy 13:40 - Global central bank policies 14:34 - U.S. dollar 17:20 - U.S. vs. emerging markets 18:45 - Deficit level 21:40 - Interest rate vs. Inflation 26:10- Tariffs and economic growth 27:25 - Bubble 4.0 31:33 - Alternatives to stocks 32:43 - Valuations point to lower returns 34:20 - Market cyclically 38:33 - U.S. the “envy of the world” 40:45 - Liquidity and market performance 24:45 - Economy now relies on foreign net savings 44:00 - Savings rate 45:30 - Mortgage spreads 48:22 - Mistakes of fixed income portfolios #stocks #economy #investing

Clem Chambers, Founder of ANewFn and expert in financial markets, shares his insights on Bitcoin's current status, suggesting it has topped for now. He explores the dynamics of Bitcoin's price cycles compared to the NASDAQ and emphasizes the evolving retail sentiment. Chambers also discusses the looming chaos in pricing as altcoins, Ethereum, and meme coins gain traction. He warns investors of potential volatility ahead while navigating the shifting landscape of cryptocurrency influenced by market cycles and regulatory challenges.

Chris Vermeulen, Chief Market Strategist at thetechnicaltraders.com, dives deep into market predictions and trends. He discusses the S&P 500 nearing the crucial 6,000 mark, potential market peaks in the upcoming months, and the psychological factors influencing trading behaviors. Vermeulen also analyzes Bitcoin’s trajectory towards $100k and the dynamics of the U.S. dollar and gold. With a keen eye on market corrections and asset revesting strategies, he provides listeners with insightful tools for navigating volatile financial waters.

Steve Hanke, a Professor of Applied Economics at Johns Hopkins University, dives deep into the implications of Trump's tariffs, linking them to historical trends like the Smoot-Hawley tariffs. He explores the potential for trade collapse and rising unemployment, emphasizing tariffs’ impacts on consumers and the U.S. dollar. Hanke also shares insights on inflation dynamics, questioning if it's returning, and discusses Bitcoin's current rally, examining its speculative nature and government involvement. It's a thought-provoking analysis of today's economic challenges.

Christopher Whalen, Chairman of Whalen Global Advisors, shares his expertise in the banking sector and the economy. He discusses alarming Treasury yields and their possible impact on banks, hinting at a repeat of the 2008 financial crisis. The conversation shifts to gold’s resurgence amid economic uncertainty and the rise of Bitcoin as a speculative asset. Whalen also analyzes U.S. trade policies and the implications of potential government downsizing on markets, making the case for adapting to an evolving job market influenced by automation.

Keyu Jin, a global economist and author of "The New China Playbook: Beyond Socialism and Capitalism," delves into the intricacies of China-U.S. relations if Trump returns to power. She discusses China's strategic responses to tariffs and the evolving dynamics with other trading partners. The conversation highlights the emerging influence of a new generation of Chinese consumers and the challenges posed by population decline. Jin also explores potential shifts toward China's technology ambitions and the impact of recent stimulus measures on the economy.

Lawrence Lepard, Managing Partner of Equity Management Associates, shares his compelling insights on the financial landscape. He predicts Bitcoin soaring to $200k and gold reaching $4k by 2025, amidst looming economic challenges. The conversation delves into the potential repercussions of sovereign debt and rising inflation on asset performance. Lepard also discusses the advantages of integrating Bitcoin with traditional gold reserves as a hedge against crisis, while advocating for self-custodianship in a market increasingly influenced by institutional investment.