The David Lin Report

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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW PETER BEREZIN: Twitter (@PeterBerezinBCA): https://twitter.com/PeterBerezinBCA BCA Research: https://www.bcaresearch.com/ BCA Research Twitter (@bcaresearch): https://twitter.com/bcaresearch FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:15 - 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

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THE KOBEISSI LETTER: Website: thekobeissiletter.com Twitter (@KobeissiLetter):   / kobeissiletter   Instagram (@kobeissiletter):   / kobeissiletter   Facebook:   / kobeissiletter   YouTube:    / @kobeissiletter   FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:17 - 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

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW LAWRENCE LEPARD: Equity Management Associates: https://ema2.com/ Twitter (@LawrenceLepard):   / lawrencelepard   FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 1:21 - 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

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/categor... YouTube: https://www.youtube.com/c/HedgeFundTi... Twitter (@HedgeFundTips): https://twitter.com/HedgeFundTips FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:26 - NVIDIA and tech stocks 5:40 - Market divergence 13:10 - Fed policy 19:28 - Rising debt 24:45 - China #investing #economy #stocks

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway): https://twitter.com/GarethSoloway FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:10 - 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

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW NEEDHAM FUNDS: Website: https://www.needhamfunds.com/ FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 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

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. Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN for 20% off DeleteMe international Plans: https://international.joindeleteme.com Doug's last interview with me: https://youtu.be/UT-blba-Nhs?si=mqfPHzWIfQwAkXlH *This video was recorded on June 25, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW DOUG CASEY: Crisis Investing Newsletter: https://www.CrisisInvesting.com/Davidlin Doug Casey's Take: https://www.youtube.com/@DougCaseysTake Twitter (@RealDougCasey): https://twitter.com/RealDougCasey "Speculator": https://www.amazon.ca/Speculator-Doug-Casey/dp/0985933259 "Drug Lord": https://www.amazon.ca/Drug-Lord-Doug-Casey/dp/194744901X "Assassin": https://www.amazon.ca/Assassin-Book-High-Ground-Novels/dp/1947449095 FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:24 - 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

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 Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW JIM THORNE: Wellington-Altus Private Counsel: https://wellington-altus.ca/private-counsel/ Twitter (@DrJStrategy): https://twitter.com/DrJStrategy FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:16 - 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

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 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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW STEVE HANKE: Twitter (@steve_hanke):   / steve_hanke   Email: hanke@jhu.edu FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / 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 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

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 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW CASEY MULLIGAN: You're Hired!: http://yourehiredtrump.com/ FOLLOW DAVID LIN: Twitter (@davidlin_TV): https://twitter.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 1:08 - 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