The David Lin Report
The David Lin Report
Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.
Vizitează neapărat site-ul podcastului și susține-i creatorul: www.thedavidlinreport.com
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The David Lin Report
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23 oct. 2026
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Episoade
Lyn Alden: Debt System ‘Is Breaking’—How High Will Yields Go? 05.10.2026 47:46
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy! And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Lyn Alden, founder of Lyn Alden Investment Strategy, discusses rising Treasury yields and fiscal dominance, persistent inflation and affordability pressures, stocks and gold, the o...
Stocks To Surge 40%, Then Crash 80%—10-Year Yield To 0% | David Hunter 05.10.2026 47:27
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses his S&P 500 target of 10,000, a potential 80% market crash and global bust afterward, his bullish outlook for bonds, gold and silver, and why he expects oil, inflation, the dollar and interest rates to ultima...
Nearly Half The S&P Is Already Down 20% | Ted Oakley 05.10.2026 39:21
🔒 Get your free Proton Mail account at https://proton.me/davidlinRegister for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Ted Oakley, founder of Oxbow Advisors, discusses weakening jobs and housing, deteriorating stock-market breadth, rising Treasury yields, energy and hard assets, gold, and why he sees growing economic and consum...
Gold Falls To $3,600 If Yields Do THIS Next | Nicky Shiels 01.10.2026 25:47
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, discusses gold’s pullback, rising real yields, inflation and currency debasement, central-bank demand, and the outlook for gold, silver and copper as financial conditions tighten. W...
The Shocking Reason Gas Prices Can’t Come Down Anytime Soon | Rory Johnston 01.10.2026 48:40
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Rory Johnston, Founder of Commodity Context, discusses why oil and diesel remain expensive despite recovering flows through the Strait of Hormuz, how global refining disruptions and potential U.S. export restrictions are affecting energy markets, and what could matter next for prices and...
Bond Yields Spike: What Happens To Your Wallet Next? | Steve Hanke 29.09.2026 43:31
Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the U.S. affordability crisis, persistent inflation, rising interest rates, stress in the bond market, AI-driven credit growth, and how economic policy uncertainty is shaping the outlook for consumers and investors. Watch Prof. Hanke's last interview...
Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years 29.09.2026 47:28
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization, Bitcoin, and why he is turning bullish on bonds for the first time since 2020.*This video was recorded...
Stock Market About To Get ‘Robbed’: Mania Is Breaking | Bill Smead 28.09.2026 41:12
*This video was recorded on September 25, 2026 and is disseminated on behalf of U.S. GoldMining Inc. (NASDAQ:USGO)Bill Smead, Chief Investment Officer of Smead Capital Management, discusses rising bond yields, AI-driven market mania, energy opportunities, and why today’s increasingly narrow stock market could be vulnerable to a major shift. "We are not securities dealers or brokers, investmen...
Rare Recession Indicator Is ‘Screaming’—No One’s Paying Attention | Jeff Snider 28.09.2026 45:42
Start earning interest in gold: https://Monetary-Metals.com/LinJeff Snider, host of Eurodollar University, discusses rising Treasury yields, recession signals in the bond market, the energy shock, consumer weakness, U.S.-China tensions, and whether the AI boom can keep the economy growing. Pasted text*This video was recorded on September 25, 2026To get 5% off of your CoolWallet purchase, use my li...
Will AI Really Kill Humanity By 2030? | Aleksandra Przegalinska 25.09.2026 43:11
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy! And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Aleksandra Przegalinska, Senior Research Associate, Harvard Law School, and Vice-President of Kozminski University in Poland, discusses AI safety, regulation, autonomous agents, AG...
Art Laffer On Bond Market MELTDOWN: How Bad Could It Get? 25.09.2026 53:11
Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Arthur Laffer, Chairman of Laffer Associates, discusses the U.S. economy, oil and diesel markets, rising bond yields, Federal Reserve policy, AI-driven productivity, taxation, and the broader debate over markets and government intervention. Watch Art's last interview: htt...
2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCullough 25.09.2026 38:34
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Keith McCullough, CEO of Hedgeye, discusses rising bond yields, inflation, oil, the Fed, market positioning, currencies, gold, Bitcoin, and how investors should think about changing economic regimes.*This video was recorded on September 24, 2026.To get 5% off of your CoolWallet purchase,...
Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter 24.09.2026 43:34
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Josef Schachter, president of Schachter Energy Research Services, discusses record diesel prices, the Iran conflict and Strait of Hormuz, global oil supply, Canada’s energy outlook, and why he believes the current commodity cycle could eventually drive oil to new all-time highs.*This vide...
Why Bonds Could Trigger Next '1987' Style Stock Market Crash | Larry McDonald 23.09.2026 46:21
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Lawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, discusses rising bond yields, weakness beneath the stock market, energy-driven economic risks, credit-market stress, and how investors may navigate opportunities across defensive stocks, commodities, and ha...
Bankruptcies Soar 64%: Fed Just Lit A Fuse Danielle DiMartino Booth 23.09.2026 32:32
Danielle DiMartino Booth, CEO of QI Research, explains why she believes the Fed’s latest rate hike is a policy mistake, as rising energy costs, weakening consumers, credit stress, AI-driven economic risks, and housing pressures threaten the U.S. economy.*This video was recorded on September 22, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSu...
Market Sets Trap; Most Crowded Trades Revealed | Jason Shapiro 22.09.2026 49:31
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Jason Shapiro, founder of the Crowded Market Report, discusses how he uses contrarian positioning to navigate bonds, stocks, Bitcoin, AI, commodities, and some of the most crowded trades in today’s markets.*This video was recorded on September 22, 2026.To get 5% off of your CoolWallet pur...
Stocks Soar, Bitcoin Surges 6%; The 'Lever' Has Been Pulled, What's Next? | Clem Chambers 22.09.2026 48:14
Is this market melt-up just the beginning?.....This video is sponsored by: Mayfair Gold Corp (NYSE: MINE).Access Mayfair Gold's Qualified Person and Mineral Disclosure https://www.goldstandardir.com/MINEQP/Access Mayfair Gold's Sources for this video https://www.goldstandardir.com/MINESources/Mayfair Gold presentation https://mayfairgold.ca/wp-content/uploads/2026/08/Mayfair-Gold-Presentat...
Nobel Economist: Will China Eventually Overtake America? | Joel Mokyr 21.09.2026 1:02:24
Start earning interest in gold: https://Monetary-Metals.com/LinJoel Mokyr, Co-Laureate for the 2025 Nobel Prize in Economics and Robert H. Strotz Professor of Economics and History at Northwestern University, discusses why some societies sustain innovation, how AI could reshape institutions and education, and what history can teach us about technological leadership in the U.S., China, and Europe.*...
‘Historic’ Market Rotation Starting: Trader Reveals Biggest Winners And Losers | David Nikoski 21.09.2026 35:07
Start earning interest in gold: https://Monetary-Metals.com/LinDavid Nicoski, CIO at Vermilion Research, discusses the Fed’s latest rate hike, weakening market breadth, the oil and diesel crisis, AI and tech stocks, and why energy, healthcare, and technology could lead the market through the rest of 2026.*This video was recorded on September 19, 2026To get 5% off of your CoolWallet purchase, use m...
Fed To Hike Into ‘Train Wreck’; How Will Stocks, Bitcoin, Gold, Bonds React? | Gareth Soloway 20.09.2026 38:16
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Gareth Soloway, Chief Market Strategist at Verified Investing, discusses the Fed’s next move, rising bond yields, oil-driven inflation, and what shifting market conditions mean for stocks, Bitcoin, gold, and the broader economy. Watch Gareth's last video: https://youtu.be/ZSIgWXXx7UE*...
Fed Hikes Not Over: Economy ‘Can’t Deal’ With What Comes Next | Komal Sri-Kumar 20.09.2026 31:41
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Komal Sri-Kumar, President of Sri Kumar Global Strategies, discusses the Fed's first rate hike in 3 years, and what's next for monetary policy and the economy. *This video was recorded on September 16, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwal...
Ron Paul On Surging Inflation, Oil Shock, Bond Market Collapse 19.09.2026 25:46
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Dr. Ron Paul, Host of the Liberty Report and former Congressman, discusses inflation, government debt, war, monetary policy, political polarization, AI regulation, and the growing strain on the U.S. economic system. Watch Dr. Paul's last int...
China 'Saved' Oil From Exploding Higher, Here's How That Could Reverse | Shaun Rein Shaun Rein 19.09.2026 39:04
Start earning interest in gold: https://Monetary-Metals.com/LinShaun Rein, Founder and Managing Director of China Market Research Group, discusses China’s response to the global oil shock, the weakness in its domestic economy, shifting trade and investment flows, and China’s growing role in commodities and technology. Watch Shaun's last interview: https://youtu.be/FCoKt51L7Dc*This video was re...
Trader Called 5% Yields—Now Predicts 6%, $60 Oil, $100K Bitcoin | Todd Horwitz 18.09.2026 34:25
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Todd Horwitz, Founder of BubbaTrading.com, discusses the bond market, oil, stocks, gold, and Bitcoin. Watch Bubba's last interview: https://youtu.be/szfb2vqhLjo*This video was recorded on September 18, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet...
Fed's Warsh Is A MONETARIST Says Steve Hanke, And Here's His Next Move 17.09.2026 49:08
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses Kevin Warsh’s monetarist approach at the Fed, money supply and inflation, rising Treasury yields and fiscal pressures, global central-bank policy, the U.S. labor market, and Europe’s savings and capital mar...
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