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Scott Melker, Host of The Wolf Of All Streets, examines the Cryptocurrency market's structural evolution amid Bitcoin reaching $104,000, Ethereum's resurgence, and the institutional implications of Coinbase joining the S&P 500.
*This video was recorded on May 16, 2025.
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Olav Langelaar, VP of Corporate Development at Gladiator Metals, explains copper market supply constraints caused by China's control of global smelting capacity and outlines his company's high-grade Yukon copper project strategy.
*This video was recorded on May 8, 2025 and is sponsored by Gladiator Metals.
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0:00 - Intro
0:46 - Copper price
4:34 - Copper as an indicator
9:12 - China and copper
11:09 - Risk scenarios
15:36 - Long-term supply/demand dynamics
23:56 - Mining industry and copper equities
27:16 - Gladiator Metals and projects
36:32 - Share structure and development
40:02 - Future catalysts
Marshall Beard, Chief Operating Officer of Gemini, examines the evolving regulatory landscape for cryptocurrencies under the Trump administration and outlines Gemini's strategic position within the global exchange market.
*This video was recorded on March 18, 2025.
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0:00 - Intro
0:39 - U.S. Regulatory Environment
2:34 - ETFs and exchanges
3:40 - Insurance
5:15 - Asian market presence
6:15 - Competitive edge
7:00 - Token listing framework
9:18 - Crypto market trends
10:00 - Government stockpile
11:41 - Market outlook and projections
Michael Lee, Founder of Michael Lee Strategy, discusses the V-shaped market recovery following recent volatility and predicts significant growth in AI infrastructure stocks like CoreWeave with massive potential returns over the next 18-24 months.
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*This video was recorded on May 13, 2025.
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0:00 - Intro
0:49 - 2025 Market volatility
4:41 - Tariff stickiness
9:40 - AI stocks and upside stocks
13:22 - S&P500 forecast
14:05 - Fed Rates and deficits
20:03 - Consumer financial health
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Chris Vermeulen, Chief Market Strategist at The Technical Traders, discusses the current market environment as a "dead cat bounce" rather than a sustainable rally and identifies Bitcoin as having the most bullish outlook compared to gold and equities.
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*This video was recorded on May 14, 2025.
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Matt Hougan, CIO of Bitwise, discusses the outlook for Bitcoin and DeFi in 2025.
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David Rosenberg, Founder and President of Rosenberg Research & Associates, discusses the impending recession he forecasts for the second half of 2025 despite the recent US-China tariff reprieve. He recommends defensive investment strategies, including treasuries, gold, and low-beta equities.
*This video was recorded on May 13, 2025.
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Matthew Pines, Executive Director of the Bitcoin Policy Institute, outlines how Bitcoin Enhanced Treasury Bonds (BitBonds) could help refinance America's $9 trillion debt crisis while simultaneously building a strategic Bitcoin reserve for the United States.
*This video was recorded on May 9, 2025.
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0:00 - Intro
0:57 - Bitbonds
4:13 - Allocation breakdown
6:03 - Investment case for Bitbonds
11:12 - Valuation and macro-outlook
14:41 - Stablecoins and Bitbonds
17:17 - Money supply
19:19 - Implementation timeline
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Shaun Rein, Founder and Managing Director of China Market Research Group, analyzes the recent US-China trade agreement that temporarily reduced tariffs and discusses why he believes China emerged with stronger geopolitical positioning while highlighting potential implications for global markets.
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*This video was recorded on May 12, 2025.
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0:00 - Intro
0:56 - Trade deal
4:09 - Terms and implications
5:55 - Trump and economic advisers
8:16 - Protectionism and national security
11:42 - Does China need U.S. trade deal?
15:56 - Decoupling?
18:49 - What comes next?
22:45 - China’s central bank
26:18 - India/Pakistan and geopolitics
James Seyffart, ETF Analyst at Bloomberg Intelligence, discusses Bitcoin ETF dynamics, altcoin market developments, and the expanding institutional adoption of cryptocurrency products despite recent market corrections.
*This video was recorded on March 19, 2025.
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Danielle DiMartino Booth, former Fed insider and CEO of QI Research, warns of imminent economic weakness as soft data reveals deteriorating labor conditions while Powell remains inexplicably dismissive of mounting recessionary signals.
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0:00 - Intro
1:08 - Should rates be cut at all?
4:05 - Role of tariffs
8:01 - Labor market data
12:00 - Labor market forecast
14:39 - Soft vs hard data disconnect
21:35 - Capital expenditure expectations
24:24 - Dollar signals
26:38 - 2025 themes
29:58 - Real estate market conditions
32:13 - QI Research promotion
Phillip W. Magness, Senior Research Fellow and David J. Theroux Chair in Political Economy at the Independent Institute, analyzes the historical parallels and economic consequences of Trump's tariff policies, warning of potential recession risks and diminished U.S. global standing.
*This video was recorded on May 7, 2025.
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0:00 - Intro
1:37 - Tariff consequences
3:26 - Depression?
4:50 - Tariff legal challenges
8:49 - Economic history of tariffs
13:50 - Multi-polar world
15:20 - Impact of tariff status quo
20:00 - How do tariffs work?
23:08 - The Fed’s dilemma
26:58 - Market reactions
Sean Hagan, Head of Media at BTC Inc, discusses Bitcoin's price cycles, corporate adoption strategies, and the upcoming BTC Vegas conference featuring high-profile government officials and industry leaders.
*This video was recorded on May 6, 2025.
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0:00 - Intro
1:32 - Bitcoin price forecasts and cycles
7:39 - Extreme downside scenarios
9:15 - Current Bitcoin news
12:18 - Pi Cycle Top Indicator
16:19 - Bull cycle comparisons
22:43 - Bitcoin vs. Crypto
24:45 - Policy changes
28:24 - Sovereign wealth funds
33:44 - BTC Vegas preview
39:33 - BTV Vegas guest profiles
42:16 - Conference info
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Adrian Day, President of Adrian Day Asset Management, discusses the latest FOMC meeting.
*This video was recorded on May 7, 2025
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0:00 - FOMC decision
5:10 - Tariffs and economy
10:32 - USD
15:41 - Fed’s next move
21:55 - Gold
26:10 - US fiscal problem
31:10 - Liquidity
32:40 - Gold mining stocks
Thomas Hayes, Founder, Chairman and Managing Member of Great Hill Capital, discusses market resilience despite tariff concerns, predicts S&P 500 growth for 2025, and identifies investment opportunities in international equities and natural gas as an AI-driven play.
*This video was recorded on May 5th, 2025.
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0:00 - Intro
1:06 - 2025 recap
4:13 - Tariffs
11:04 - Consumer sentiment and economic strength
15:42 - The Fed
16:47 - American capitalism thesis
20:13 - Market outlook and China
25:04 - Chinese economy
27:47 - Diversification
29:39 - Equities markets outlook
Ian Harris, CEO of Copper Giant, discusses the outlook for base metals and copper during the current trade war.
*This video was recorded on May 2, 2025 and is sponsored by Copper Giant (TSXV: CGNT)
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Chip Rewey, CIO at Rewey Asset Management, discusses tariff impacts on the economy, recommends aerospace and defense investments, and outlines his value-based approach to finding growth opportunities amid market uncertainty.
*This video was recorded on May 2, 2025.
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David Hay, retired former co-CIO of Evergreen Gavekal and founder of Haymaker Publications, analyzes Q1 2025's negative GDP growth, discusses recession probabilities, and shares his bullish outlook on gold, silver, uranium and overseas markets amid supply chain disruptions and market volatility.
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*This video was recorded on April 30, 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
2:03 - GDP Data
3:42 - Supply chain issues
9:04 - Recession probability
14:59 - Stock market outlook
20:24 - Safe haven assets
22:10 - Gold and silver
28:40 - Foreign investment opportunities
31:15 - Fourth Turning duration
33:06 - Stimulus
34:29 - Bullish assets
36:00 - New project
Jack Mallers, CEO of Strike and Founder and CEO of Twenty One, discusses growing need for Bitcoin on an institutional and state level. In his first ever long-form interview, Mallers discusses the origins of Twenty One and how he brought together Brandon Lutnick, son of US commerce secretary Howard Lutnick, SoftBank, Tether and Bitfinex in this $3.6bn crypto venture deal to acquire 42,000 Bitcoin.
*This video was recorded on May 1, 2025
Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:
BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVID
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Mark Zandi, Chief Economist at Moody's Analytics, discusses the high probability of a global recession in 2025, citing trade tensions and tariffs as key triggers while outlining impacts on sectors, corporate earnings, markets, and investment opportunities.
Mark Zandi’s most recent appearance on The David Lin Report:
https://www.youtube.com/watch?v=ozUHll8ppX0
*This video was recorded on April 28, 2025.
Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:
BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVID
BitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVID
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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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
1:08 - Difficult 2025
2:05 - Recession coming
3:45 - Sectors discussion
5:11 - Earnings outlook
7:02 - Stock market valuation
8:20 - Tariffs and taxes
12:16 - Dollar weakness
15:55 - Dollar direction
16:40 - Investment opportunities
18:20 - Safe haven assets
19:03 - Real estate
Connexion
