The David Lin Report

Get 20% off on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin Darrell Bricker, Global CEO of Ipsos Public Affairs, examines when the global population will peak, and the implications for the economy. *This video was recorded on May 22, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DARRELL BRICKER: Ipsos: https://www.ipsos.com/en-ca Twitter (@darrellbricker): https://x.com/darrellbricker 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 - Global population peak 6:16 - Economic impacts 8:04 - 'We're not prepared for it' 9:08 - Immigration 10:36 - Consumption trends 12:40 - Government incentives 14:15 - Cultural shifts 16:55 - AI and productivity 18:15 - Infant mortality rate 19:58 - Pros vs. cons 21:20 - Minimum population 22:30 - Impact on real assets 23:45 - Political impacts 25:41 - Solutions? 27:10 - Shifting trends in Canada 30:35 - Immigration policies #demographics #economy #investing

Get 20% of on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin Ted Oakley, Founder of Oxbow Advisors, is warning that the middle class will continue to struggle this year, and that over the next 10 years, stock market returns will likely stagnate. *This video was recorded on May 23, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ Twitter (@Oxbow_Advisors):   / oxbow_advisors   YouTube:    / @oxbowadvisors   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 1:15 - Recent eco data and the Fed 7:15 - Consumer sentiment 10:45 - Treasuries 15:36 - CRE bonds 17:35 - Growth/value stocks 23:00 - Cash position 25:50 - Real assets 31:00 - Consumer staples stocks 32:00 - Trading 33:54 - Passive vs. active investing 33:50 - Personal finance #stocks #investing #economy

Dhaval Joshi, Chief Strategist of Counterpoint at BCA Research, discusses the coming impact of monetary policy on the U.S. labor market, as well as the extreme valuation premiums that U.S. stock markets have relative to non-U.S. markets. *This video was recorded on May 20, 2024 Dhaval's last interview with me:    • What Happens When ‘Biggest Housing Bu...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW BCA RESEARCH: Website: https://www.bcaresearch.com/ Twitter (@bcaresearch):   / bcaresearch   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 1:00 - Market bubble 4:48 - Superstars vs. everyone else 14:00 - Long-term U.S. stocks returns 16:14 - American "exceptionalism" 22:00 - Labor market and recession 30:42 - Gold and Bitcoin #stocks #economy #investing

*This video was recorded on May 24, 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 JERRY LI: Artela Network: https://artela.network/ 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 1:00 - Apple China 3:50 - OpenAI and Apple deal 8:40 - 'Potentially dangerous' 10:26 - Vision Pro 12:30 - Applications of AI 14:30 - Competitors' response 15:55 - New product design 17:50 - Future of coding 18:30 - AI and blockchain 19:45 - Market impact 21:25 - Checks on AI 23:00 - Blockchain developments 25:30 - Artela Network 26:10 - Steve Jobs 27:30 - Next revolutionary product #openai #apple #tech

Sign up for an IRA with iTrust today using this link: https://itrust.capital/David Christopher Wolfe, Managing Director and Head of North American Banks at Fitch Ratings *This video was recorded on May 21, 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 FITCH RATINGS: Fitch Ratings: https://www.fitchratings.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 1:16 - US sovereign downgrade 2:40 - Is today like 2008? 5:15 - Deteriorating banking sector 7:30 - Consumer stress 11:12 - Large vs small banks 14:00 - Changing regulations 16:20 - CRE 'highly vulnerable' 21:20 - Residential real estate 22:35 - Fitch bank ratings 27:00 - Worst case scenario 29:07 - M&A activity #investing #banking #economy

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 0:50 - Ethereum 2:00 - Crypto ETFs 7:23 - Crypto adoption trends 10:00 - Bitcoin price outlook 13:26 - China's adoption of Bitcoin 16:00 - Popular cryptos now 19:16 - Meme coins 23:33 - AI and crypto 26:00 - OKX and crypto exchanges #bitcoin #ethereum #crypto

Danielle DiMartino Booth, CEO of QI Research, discusses how the economy has reached a "critical mass" of unemployment and labor market deterioration. You’re being watched RIGHT NOW and the only way to stop it is by using a VPN. Avoid hacks and protect your privacy before it’s too late! NordVPN offers 65% Off on a 2-year plan +4 extra months! Try it for 30 days or GET YOUR CASH BACK! https://nordvpn.com/davidlin *This video was recorded on May 22, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DANIELLE DIMARTINO BOOTH: QI Research Substack: https://dimartinobooth.substack.com/M... Twitter (https://x.com/DiMartinoBooth): @DiMartinoBooth 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 1:30 - Recession landed 3:00 - Birth-death model 4:30 - Nonfarm payrolls 7:34 - Fed and rate cuts 12:10 - Refi risks and housing 17:00 - Sahm Rule 18:55 - Recession and markets 24:50 - What would cause financial crisis? 26:10 - Credit score inflation 27:45 - Economic outlook 32:10 - Living standards #investing #economy #recession

Sign up with Kalshi using http://kalshi.com/davidlin and get $20 after depositing $100. David Hay, Co-CIO of Evergreeen Gavekal, discusses asset allocation, the outlook for the economy, and market bubbles. *This video was recorded on May 21, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAVID HAY: Haymaker Substack Page: https://haymaker.substack.com/ Dave's Biographical Page: https://evergreengavekal.com/team/dav... Bubble 3.0 Audiobook: https://awesound.com/a/bubble-30-hist... (Enter LINREPORT50 for a 50% discount) Evergreen Compatibility Survey: https://evergreengavekal.com/compatib... LinkedIn:   / davidhayevergreencapital   Twitter (@Haymaker_0):   / haymaker_0   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 1:30 - Preferred assets 4:07 - Platinum and palladium 8:30 - Copper 12:40 - Labor market 17:00 - Asset allocation 20:16 - Bond yields 22:38 - Ray Dalio's advice 28:55 - Good value assets 32:30 - Bubble 3.5 #investing #economy #markets

Lewis Sage-Passant, who formerly worked for British military intelligence and is now the Global Head of Intelligence at Novo Nordisk, discusses the threats of terrorism, war, and current geopolitical hotspots around the world. *This video was recorded on May 20, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... LEWIS SAGE-PASSANT Twitter (@LSagePassant): https://x.com/LSagePassant Encyclopedia Geopolitica: https://encyclopediageopolitica.com/ YouTube:    / @encyclopediageopolitica2744   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 1:29 - Lewis’ background 2:59 - Terrorism 11:50 - Taiwan Strait 18:51 - Iran-Israel 27:00 - War in Ukraine 37:02 - Global security risks #investing #geopolitics #economy

Enjoy 10% OFF on all Hoverpens and free shipping to most countries with code DAVIDLIN North America & other countries: https://bit.ly/davidlin_novium UK & Europe: https://bit.ly/davidlin_noviumeu Adrian Day, President of Adrian Day Asset Management, discusses the the coming "suffering phase" for most people as interest rates stay higher for longer. *This video was recorded on May 17, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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 1:27 - Inflation 4:17 - Higher rates for longer 6:19 - Economic growth 13:42 - Labor market 16:00 - Fed monetary policy 18:00 - Ray Dalio's civil war prediction 23:00 - China sells U.S. treasuries 28:45 - Gold price recap 35:00 - Gold miners 41:19 - Gold price outlook 44:54 - Junior vs senior gold stocks #stocks #investing #economy