The David Lin Report

Thomas Hoenig, former President of the Kansas City Fed (1991-2011), former Vice Chairman of the FDIC (2012-2018), and currently the Distinguished Senior Fellow at the Mercatus Center, says that the banking system is still "vulnerable". Two days after the filming of this interview, regulators closed Philadelphia-based Republic First Bank on April 26. Hoenig also discusses his outlook on the economy, inflation, and monetary policy. *This video was recorded on April 24, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW THOMAS HOENIG: Mercatus Center Discourse: https://www.discoursemagazine.com/ Substack: https://www.finregrag.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 1:30 - Banking sector still 'vulnerable' 12:30 - Bank run and financial collapse 14:50 - FDIC and cryptocurrency 18:05 - Inflation outlook 22:54 - Fed cuts this year? 24:10 - Why have a 2% inflation target? 28:39 - QE and inflation 29:54 - Fed policy and other central banks 31:50 - QT and asset prices 32:47 - Fed's forward guidance 36:00 - How Fed decisions are made 37:00 - Politics and the Fed 37:34 - Fed's performance in 2024

There are several factors for why oil and gold will likely continue moving higher later this year, according to Robert Ryan, Chief Strategist of Commodity & Energy Strategy at BCA Research. *This video was recorded on April 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 BCA RESEARCH: BCA Research: https://www.bcaresearch.com/ 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 1:30 - GDP and inflation data 5:10 - Oil and economic growth 8:30 - Oil and the Middle East 16:35 - What would cause “full on war” in U.S. 18:30 - Oil and the Fed 20:27 - Gold price outlook 23:46 - Gold vs. U.S. dollar 28:40 - Dedollariztion 29:30 - Most bullish commodity

Invest in art today and claim 5 free shares when you complete your onboarding with Masterworks: https://www.masterworks.art/davidlin 🎨 See important Masterworks disclosures: https://www.masterworks.com/cd George Milling-Stanley, Chief Gold Strategist at State Street Global Advisors, discusses the most important drivers of gold demand and what's next for the price. *This video was recorded on April 16, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW GEORGE MILLING-STANLEY: State Street Global Advisors: https://www.ssga.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 - Gold price recap 6:00 - Central bank buying of gold 11:07 - Gold demand 18:28 - Central banks and gold price 21:36 - Geopolitical risk premium 24:25 - Gold vs. real interest rates 27:28 - Gold vs. Dollar 29:30 - Gold vs. Risk assets 31:36 - Gold vs. Miners 35:38 - Gold correction next? 38:25 - Gold price forecast

Jack Mallers, CEO and Founder of Strike, discusses Bitcoin's long-term growth potential as a globally accepted currency. Sign up for an IRA with ITrust today using this link: https://itrust.capital/David *This video was recorded on April 23, 2024 Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JACK MALLERS: Strike: https://strike.me/ Twitter (@jackmallers):   / jackmallers   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 2:10 - Bitcoin rally 4:16 - Bitcoin adoption 5:30 - Inflation outlook 6:33 - 'Hardest' money of all 7:30 - Bitcoin halving and mining 10:27 - $1 million Bitcoin 13:04 - Bitcoin's use case 16:03 - Central banks and money 17:20 - Bitcoin decentralization 20:10 - Bitcoin as currency 21:28 - Strike 23:30 - Bitcoin vs stablecoins 24:45 - Lightning Network 27:40 - Hyperbitcoinization 30:39 - Spending with Bitcoin 37:35 - Strike's expansion plans 38:57 - Ethereum 42:55 - Blockchain trilemma 44:41 - What would change Jack's mind about BTC?

Deposit $100 to get 7 free fractional shares of the "Magnificent 7 Stocks" and 5.1% APY on your uninvested cash: https://j.moomoo.com/00C2rl Milton Berg, Founder and CEO of Milton Berg Advisors, discusses why the "great bull rally" has likely ended, and what's next for markets. Milton was on the show last summer, when he correctly called the market top: https://youtu.be/sGaiPhI6PhA?si=wmbO4fXGdIk2gofg *This video was recorded on April 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 MILTON BERG: Milton Berg Advisors: https://www.miltonberg.com/ Twitter (@BergMilton): https://twitter.com/BergMilton 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 1:22 - Evidence of a low 6:00 - Turning point 9:42 - Inflation vs. deflation 13:26 - Recession 17:30 - The Fed 19:40 - Market correction recap 25:30 - Small vs. large caps 28:59 - High margin debt 35:22 - Assets during disinflation 37:42 - Bitcoin 40:05 - MB Advisors

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Thomas Hayes, Managing Member of Great Hill Capital, explains the recent pull-back in stocks and his outlook and positioning right now. Hayes was on the show 3 months ago calling for equities to continue rallying:    • Hedge Fund Manager Called 2023's Mark...   *This video was recorded on April 22, 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:    / hedgefundtips   Twitter (@HedgeFundTips):   / hedgefundtips   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 1:23 - Market correction recap 2:49 - Yields and the Fed 4:53 - Inflation 6:34 - Fund managers' sentiment 9:10 - Cusp of regime change 12:29 - Risk indicators 15:31 - Energy vs. stocks 19:55 - Positioning 21:20 - Hedge Fund Tips

Ryan King, Senior VP of Corporate Development and IR at Calibre Mining (TSX: CXB | OTCQX: CXBMF), discusses the fundamentals of the gold price, as well as the current sentiment around mining stocks. This video was conducted on behalf of Calibre Mining Corp. and was funded by LFG Equities Corp. after David Lin was engaged for a one-time sponsored video. For our full disclaimer please visit: https://docs.google.com/document/d/11... *This video was recorded on April 16, 2024 FOLLOW CALIBRE MINING: Calibre Mining: https://calibremining.com/ Twitter (@CalibreMiningCo):   / calibreminingco   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 1:10 - Gold price recap 5:45 - Central bank buying of gold 6:50 - Gold vs. miners 9:55 - Gold price and M&A 13:35 - Gold ETFs 15:46 - Calibre Mining overview 20:55 - Calibre Mining's future plans 22:31 - Recent financing 25:25 - Calibre Mining's dividend policy 26:55 - Catalyst for higher gold price

Sign up for an IRA with ITrust today using this link: https://itrust.capital/David Eric Balchunus, Senior ETF Analyst at Bloomberg Intelligence and author of "The Bogle Effect", discusses Bitcoin ETFs, and the trends in the ETF industry. *This video was recorded on April 4, 2024 FOLLOW ERIC BALCHUNUS: Twitter (@EricBalchunas):   / ericbalchunas   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 1:25 - Bitcoin price and ETFs 14:00 - Bitcoin ETF outflows 18:24 - Shorting Bitcoin ETFs 21:00 - Bitcoin price prediction 22:30 - Bitcoin vs Bitcoin ETFs 27:16 - ETH ETF 30:00 - Ultra low cost ETFs 31:28 - Criticisms of ETFs 39:11 - How to pick ETFs 41:20 - ETFs vs stocks 48:00 - The Bogle Effect 57:00 - Passive vs. Active investing

Markets are oversold in the short-term, says Chris Vermeulen, Chief Market Strategist of The Technical Traders.com. Here's his analysis for what comes next. *This video was recorded on April 22, 2024 Last interview with Chris:    • How The Mother Of All Market Rallies ...   Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW CHRIS VERMEULEN: The Tech Traders https://thetechnicaltraders.com/membe... Twitter (@TheTechTraders):   / thetechtraders   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 - Stock markets 15:50 - Gold 26:00 - Silver 29:25 - Dollar 31:28 - Oil 35:00 - Chris' trading strategy

Hugh Hendry, former Founding Partner and CIO of Eclectica Asset Management and host of the ACID Capitalist Podcast, gives his outlook on markets and the biggest macroeconomic shifts moving in the world. Eclectica Asset Management returned 31% in 2008. *This video was recorded on April 17, 2024 FOLLOW HUGH HENDRY: Website: https://hughhendry.com/ Twitter (@hendry_hugh):   / hendry_hugh   YouTube:    / @hughhendryofficial   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 1:13 - America is playing the role of China 9:25 - BoJ and the Yen 13:50 - Yield curve 20:30 - Fed pivot? 23:50 - Risk off 28:20 - Bitcoin 31:10 - Shorting a currency 33:54 - Goldilocks scenario 36:47 - AI and growth 44:00 - Dedollariztion 46:35 - BRICS currency 49:30 - Hugh's investment philosophy