The David Lin Report

Steve Hanke, Professor of Applied Economics at Johns Hopkins University, joins Peter Schiff, Chief Market Strategist of Euro Pacific Asset Management, to debate their inflation outlook, causes of inflation, future of monetary policy, economic growth outlook, and interest rates. *This video was recorded on May 9, 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 PETER SCHIFF: Twitter (@PeterSchiff):   / peterschiff   Instagram (peterschiff):   / peterschiff   TikTok (peterschiffofficial):   / peterschiffofficial   The Peter Schiff Show:    / @peterschiff   Schiff Radio: https://schiffradio.com/ Euro Pacific Funds: https://europacificfunds.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 1:47 - Inflation outlook 18:35 - Fed monetary policy 29:00 - Causes of inflation 36:40 - Economic growth outlook 52:50 - Investment implications 55:10 - Dedollorization 56:55 - Bond yields outlook 59:50 - Bitcoin 1:00:56 - Peter Schiff 1:02:06 - Steve Hanke

Alfonso Peccatiello, Founder of The Macro Compass, discusses the fragilities in the economy that will eventually lead to "breakage". 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 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ALFONSO PECCATIELLO: Join thousands of investors and sign up to The Macro Compass, Alf's macroeconomic research and investment strategy platform using this link: https://www.themacrocompass.com/subsc... Twitter (@MacroAlf):   / macroalf   Email: fund@themacrocompass.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 1:45 - Hedge fund strategy 2:24 - Fragilities 4:18 - Debt servicing costs 7:00 - Private debt 9:30 - Disinflation 12:25 - Gold vs currencies 15:05 - Investment implications 18:30 - How many Fed cuts this year 19:30 - Global growth

Brain.fm is the best focus music I’ve ever tried - get 30 days free here: brain.fm/DavidLin Bill Smead, Chairman of Smead Capital Management, discusses the late stages of market euphoria. *This video was recorded on May 9, 2024 Bill's previous interview with me:    • Brace For 'Ultimate Reckoning' Once I...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW SMEAD CAPITAL: Website: https://smeadcap.com/ Twitter (@SmeadCap):   / smeadcap   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 - Berkshire Hathaway and cash 4:33 - Markets entering new era 19:20 - Passive investing 22:20 - Valuations and investing 30:55 - Energy sector 36:45 - Inflation and monetary policy 40:46 - Financials sector

Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the risks that the banking sector in the U.S. faces, the most likely course of action from the Federal Reserve, and the outlook for inflation. Sign up for an IRA with ITrust today using this link: https://itrust.capital/David *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW ANNA WONG: Twitter (@AnnaEconomist):   / annaeconomist   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 - Fed monetary policy 7:35- Inflation 13:51 - CRE and banking sector 21:55 - Housing 31:12 - Population shock

"​Get more out of your credit cards with Kudos → https://save.onelink.me/4iKP/davidlin ​💰 Use code “DAVIDLIN” and get $20.00 back after your first eligible purchase!" Gary Shilling, President of A. Gary Shilling & Co., discusses market outlook, possible deflation coming, and how the Fed is "stuck". *This video was recorded on May 7, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GARY SHILLING: Website: https://www.agaryshilling.com/ Twitter (@agaryshilling):   / agaryshilling   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 1:12 - Bull run over? 5:00 - Long-run returns 8:45 - Deflation 18:10 - AI and wages 20:55 - Fed monetary policy 23:20 - Bank failures 25:40 - Market sentiment 27:42 - 'Speculative' assets 30:26 - Career advice

Dan Niles, Founder of Niles Investment Management, discusses valuations for the stock market indices, as well as the large tech stocks that will likely outperform or underperform. *This video was recorded on May 8, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAN NILES: Niles Investment Management: https://www.nilesinvestmentmanagement... Twitter (@DanielTNiles):   / danieltniles   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 - Tech sector overview 3:44 - High valuations 10:27 - S&P 500 outlook 13:07 - Mag 7 stocks and leverage 14:10 - Google and AI 22:35 - Tesla and EV 28:25 - Nvidia 30:38 - Amazon

Rebecca Liao, founder of Saga, and former foreign policy advisor for Hilary Clinton and Joe Biden's campaigns, discusses the current state of Sino-U.S. relations, as well as the future of Web 3 gaming. *This video was recorded on April 30, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW REBECCA LIAO: Website: https://rebeccaliao.com/about/ Saga: https://www.saga.xyz/ Twitter (@beccaliao):   / beccaliao   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 - Rebecca's background 2:34 - Foreign policy towards China 11:56 - Tariffs on China 13:00 - Competition with Chinese companies 23:30 - Second term President and China 26:17 - Saga 27:55 - Web3 gaming

The crew at The David Lin Report break down the top market moving news of the past few weeks and discuss what to follow next. *This video was recorded on May 2, 2024 Previous Interviews Mentioned Thomas Hoenig:    • Start Of Financial Crisis? Former FDI...   Peter Boockvar:    • Stagflation, Higher Rates For Longer;...   Steve Hanke:    • Will Higher Taxes Crash Markets? Is T...   Bob Ryan:    • The Trigger For ‘Full On War’, Energy...   Jack Mallers:    • Jack Mallers: Bitcoin Heading To $1 M...   Milton Berg:    • Analyst Perfectly Timed 2023 Top, Say...   Rick Rule:    • 'Absolutely' More Bank Failures Comin...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW DAVID LIN: Twitter (@davidlin_TV):   / davidlin_tv   TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   FOLLOW CORNELIUS CHRISTIAN Twitter (@CorneliusChri):   / corneliuschri   Substack: https://politicalprofits.substack.com FOLLOW AARON COLE Twitter (@ACOLExyz):   / acolexyz   YouTube (@culturepreneur):    / @culturepreneur   Instagram (@acolexyz):   / acolexyz   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 1:40 Top Headlines Recap 11:52 Capital Gains Taxes in US & Canada 35:09 Trump Wants To Join The FED 41:52 Tik Tok Ban 1:03:30 Closing Thoughts

Jay Sage, CEO of Celestial Ventures, discusses the risks and opportunities posted by artificial general intelligence. *This video was recorded on April 23, 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 JAYDEN SAGE: Celestial Ventures: https://celestial.ventures/ 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 1:30 - Intro to AGI 2:23 - Risk of extinction 6:26 - Weaponizing AI 7:50 - AI misinformation 11:21 - Surveillance and censorship 12:06 - Enfeeblement 14:55 - Computers more intelligent than humans 22:00 - New jobs from AGI 27:55 - UBI 29:40 - Ethereum 33:10 - Bullish cryptos 34:45 - Bitcoin use case 36:50 - Bitcoin price prediction

Clem Chambers, CEO of Online Blockchain, gives his outlook for gold, Bitcoin, stock markets, and monetary policy. Sign up for an IRA with iTrust today using this link: https://itrust.capital/David *This video was recorded on April 26, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... 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 correlations 4:50 - Inflation and fiscal spend 8:47 - Gold price outlook 15:10 - Bitcoin price outlook 18:05 - Stock market outlook 19:43 - UK market 21:53 - Tech stocks 23:50 - Capital gains tax increases 29:33 - Economic death spiral 33:19 - Most bullish asset