Thomas Hayes, Founder, Chairman, and Managing Member of Great Hill Capital, discusses Trump's fiscal stimulus bill and his prediction that small-cap stocks will outperform large-cap technology stocks for the remainder of the decade.
Watch Thomas’ last interview with David: https://www.youtube.com/watch?v=A32IeymUr7M
*This video was recorded on July 2, 2025.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro.
0:47 - Budget bill
5:46 - Bill specifics and The Fed
9:15 - Powell statement at FOMC
11:53 - CPI data
13:56 - What do fiscal and monetary forces mean for investors?
17:32 - Market sentiment
21:02 - Unmagnificent 493
24:00 - Consumer patterns
28:18 - Consumer discretionary stocks
30:56 - Luxury goods spending
32:22 - Overall market outlook
They’re Leaving Canada — 2 Million May Be Gone by 2026. The Real Estate Ponzi Needs Them — But They’re Leaving Canada
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Don’t miss your chance to be part of the Bitcoin-powered financial revolution. Sign up for the Peoples Reserve newsletter at Peoples Reserve.com to get the latest updates on the PRN token sale and early access to the platform launch. This is your front-row seat to the future of decentralized finance.
CJK, Founder of Peoples Reserve, discusses Bitcoin's evolution into "pristine collateral," his prediction of Bitcoin reaching $1 million and beyond, and how his platform enables Bitcoin-backed lending without liquidation risk as the world reprices all assets against Bitcoin.
*This video was recorded on June 23, 2025 and is sponsored by Peoples Reserve.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:39 - Bitcoin story and thesis
3:45 - Bitcoin’s appeal
5:12 - Bitcoin to $1M?
6:49 - Counterarguments to ‘digital gold’
9:24 - Bitcoin as collateral?
12:35 - Peoples Reserve mechanics
15:58 - Re-pricing in Bitcoin
18:18 - Transparency and why this model?
28:39 - Why use Bitcoin as collateral?
33:42 - Bitcoin supply and decentralization
36:24 - What could wipe out Bitcoin?
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses warning signs of an overvalued U.S. stock market, the deflationary outlook for oil and Bitcoin, and gold's potential rise to $3,500 as an indicator of economic trouble ahead.
Watch Mike’s last interview with David: https://www.youtube.com/watch?v=5WeIIofZ8nM
*This video was recorded on June 30, 2025.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
REM correspondence
email: Travis@RealEstateMindset.Org
0:00 - Intro
2:36 - End of Bank Branches
5:49 - Fed Stress Test
8:50 - Is This Stress Test Propaganda?
12:20 - End of the Dollar?
17:39 - Bank Run Warning
22:07 - More Bank De-Regulation
26:25 - Will the Banks Need to be Bailed Out?
29:35 - Conclusion
DISCLAIMER: This video content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Mindset or Travis Spencer are registered financial advisors. Your use of Real Estate Mindset's YouTube channel and your reliance on any information on the channel is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, and Instagram) for communications with Real Estate Mindset does not establish a formal business relationship.
Simon Gerovich, President and CEO of Metaplanet, discussed how Bitcoin treasury companies like his are revolutionizing corporate finance by accumulating Bitcoin to increase Bitcoin per share, offering tax-efficient exposure and outperforming direct Bitcoin investments, while emphasizing a long-term commitment to never sell their Bitcoin holdings.
*This video was recorded on May 27, 2025.
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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.
0:52 - Bitcoin per share
2:55 - Japanese Bitcoin market
3:52 - Measuring value
6:07 - Comparing to Strategy
8:36 - Bitcoin treasury companies
11:31 - Pivoting from hospitality
15:11 - Bitcoin standard for companies
17:34 - Price to stop buying?
21:58 - Japan and debt
26:24 - Bitcoin treasuries and services
29:45 - Business case for Bitcoin as money?
31:53 - Bitcoin transition story
34:48 - Bitcoin as ‘moral imperative’
37.28 - Metaplanet expansion?
39:31 - Bitcoin ‘war’ won?
Sales Have STOPPED — Is Canada’s Condo Market the Next 2008? No One’s Buying — The Condo Crash Is Here
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Watch David's last interview with Bob: https://www.youtube.com/watch?v=SFc42CUxwcg
Bob Elliott, CEO and CIO of Unlimited, warns of a looming "season of disappointment" as soaring markets like the S&P 500 at 6,100 mask a decelerating U.S. economy, with a $109.6B income drop, hiring freeze, and tariff-driven price risks threatening a potential crash.
*This video was recorded on June 27, 2025.
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro.
1:12 - Market sentiment
2:44 - S&P500 outlook
3:56 - Personal Income data
5:44 - Labor market data
10:04 - Decrease of real wages
11:20 - Hiring slowing
13:51 - Gold
17:04 - Dollar
23:24 - Inflation
27:30 - Consumer buying power
28:50 - Protectionist policies
30:38 - Macro indicators
32:06 - Historical comparisons
34:30 - Asset allocation
35:13 - The Fed
REM correspondence
email: Travis@RealEstateMindset.Org
0:00 - Intro
1:56 - Fannie Mae Warns of Higher Rates
2:58 - Video: Jerome Powell is Wrong
4:32 - Federal Funds Rate VS 30yr Mortgage
5:11 - Why Did Mortgage Rates go up When The Fed Cut the Federal Funds Rate?
12:44 - Fannie Mae Got Rates Wrong
15:15 - Video: Trump Wants Lower Rates
17:51 - Is This Time Different?
21:23 - QE: Buying the 10yr Treasury
23:59 - Devalue the Dollar on Purpose?
33:55 - Conclusion
DISCLAIMER: This video content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Mindset or Travis Spencer are registered financial advisors. Your use of Real Estate Mindset's YouTube channel and your reliance on any information on the channel is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, and Instagram) for communications with Real Estate Mindset does not establish a formal business relationship.
Why banks are starting to limit cash withdrawals and deposits!
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REM correspondence
email: Travis@RealEstateMindset.Org
0:00 - Intro
1:00 - Redfin Article
3:47 - TikTok: Buyers Remorse
6:35 - Top and Bottom Metro Areas
9:35 - TikTok: Buyers Regret 2
12:52 - Housing Market Data Viz
16:17 - TikTok: First Time Home Buyer Regret
17:54 - Conclusion
DISCLAIMER: This video content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Mindset or Travis Spencer are registered financial advisors. Your use of Real Estate Mindset's YouTube channel and your reliance on any information on the channel is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, and Instagram) for communications with Real Estate Mindset does not establish a formal business relationship.
Trump Ends All Trade Talks With Canada. Did Carney’s Negotiation Fail Spectacularly?
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Learn more about NexMetals here: https://nexmetalsmining.com/ and on X (https://x.com/NexMetalsCorp)
Morgan Lekstrom, CEO of NexMetals, discusses the global debt crisis and the future of gold and critical metals in light of geopolitical tensions and economic uncertainties.
Watch David's previous interview with Morgan: https://www.youtube.com/watch?v=_Ja1A276T4M
*This video was recorded on June 24, 2025 and is sponsored by NexMetals.
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FOLLOW MORGAN LEKSTROM and NEXMETALS:
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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.
0:53 - Previous gold predictions
2:33 - Geopolitics and markets
6:04 - Gold forecast
7:54 - Catalysts for upside
9:53 - Iran
13:28 - Other market hedges and Bitcoin
17:14 - Debt cycle
23:26 - Hodling comparisons
26:42 - Gold miners
28:14 - NexMetals
30:09 - Rebrand and market drivers
31:55 - Trade war and China
33:55 - Copper shortage and mines
37:25 - New mines timeline
39:10 - Botswana mine
REM correspondence
email: Travis@RealEstateMindset.Org
0:00 - Intro
2:27 - Microsoft Layoffs
4:03 - TIKTOK: Laid off From Microsoft
5:40 - Is Microsoft a Good Company?
10:10 - YTD Tech Layoffs
12:56 - TIKTOK: Team Meating Layoffs AI
14:16 - Should you Quit Your Tech Job?
20:06 - State Department Mass Layoffs
22:00 - TIKTOK: Laid off From Government Job
23:25 - Mass Layoffs This Friday 6/27/2025?
26:20 - Conclusion
DISCLAIMER: This video content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Mindset or Travis Spencer are registered financial advisors. Your use of Real Estate Mindset's YouTube channel and your reliance on any information on the channel is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, and Instagram) for communications with Real Estate Mindset does not establish a formal business relationship.
Canadian Housing Market CRASH: Banks Taking Massive Losses as Foreclosures Soar! The Canadian Dream Is Dead—This Homeowner Lost $1.78M
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📊 Sources & References:
https://x.com/igetredpilled/status/1933706805646864487?t=761RwF80mMvnxCmlYHlmww&s=19
https://x.com/Tablesalt13/status/1933878464806809634 - Insane 32.7% losses in Brampton
https://x.com/igetredpilled/status/1933899905740722498 - Mortgage payments 93%
https://x.com/ShaziGoalie/status/1934416618307662305
https://x.com/MarketManiaCa/status/1935067439068315738 - Calgary loss
https://x.com/MarketManiaCa/status/1935069246238937144 - Calgary loss
https://x.com/ShaziGoalie/status/1934790649741504754 - Toronto loss
https://x.com/MarketManiaCa/status/1935078126326825358 - Victoria loss
https://x.com/MarketManiaCa/status/1935079844758392910 - Vancouver loss
https://x.com/MarketManiaCa/status/1935081660825141714 - Vancouver loss
https://x.com/MarketManiaCa/status/1935082854033051675 - Vancouver loss
https://x.com/MarketManiaCa/status/1935084410304696462 - Victoria loss
https://x.com/MarketManiaCa/status/1935086071991157194 - Victoria loss
https://x.com/MarketManiaCa/status/1935363805799747839 - Fort Erie Loss
https://x.com/MarketManiaCa/status/1935691682705518796 - Inflation realistic
Jim McDonald, CEO of Kootenay Silver (TSX.V:KTN | OTC: KOOYF), discusses silver's breakout performance above $37 an ounce, the gold-to-silver ratio reverting to historical means, and his company's significant resource discoveries totaling over 400 million ounces across four deposits in Mexico.
Check out David’s last interview with Jim: https://www.youtube.com/watch?v=1_0TAFWwjLU
*This video was recorded on June 20, 2025 and is sponsored by Kootenay Sivler.
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Watch David’s last interview with Chris: https://www.youtube.com/watch?v=C57085bgNjY
Chris Vermeulen, Chief Market Strategist at The Technical Traders, analyzes critical turning points in the S&P 500, gold, oil, the U.S. dollar, and Bitcoin, emphasizing technical analysis amidst geopolitical and market uncertainties.
*This video was recorded on June 25, 2025.
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FOLLOW CHRIS VERMEULEN:
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YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw
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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.
REM correspondence
email: Travis@RealEstateMindset.Org
0:00 - Intro
1:15 - Recent New Home Data
4:25 - TikTok: New Home Warning
8:41 - Localized new Home Data
11:44 - TikTok: Lennar Testimony
15:00 - New Home Prices Under Existing Prices
18:00 - TikTok: Home Buying Warning
19:30 - Conclusion
DISCLAIMER: This video content is intended only for informational, educational, and entertainment purposes. Neither Real Estate Mindset or Travis Spencer are registered financial advisors. Your use of Real Estate Mindset's YouTube channel and your reliance on any information on the channel is solely at your own risk. Moreover, the use of the Internet (including, but not limited to, YouTube, E-Mail, and Instagram) for communications with Real Estate Mindset does not establish a formal business relationship.
Connexion
