Watch the full length interviews of all the guests mentioned in this video:
Thomas Hayes (July 2, 2025): https://www.youtube.com/watch?v=w5diniDqRLA
Thomas Hayes (May 6, 2025): https://www.youtube.com/watch?v=A32IeymUr7M
Matthew Sigel (April 14, 2025): https://youtu.be/If99jfM_XFA?feature=shared
Jan Van Eck (June 4, 2025): https://youtu.be/Q15pCw29I1M?feature=shared
Mike McGlone (December 12, 2024): https://youtu.be/RdpedcxdfFg?feature=shared
Mike Lee (May 15, 2025): https://youtu.be/4uHt6m60UoA?feature=shared
Mike Lee (July 9, 2025): https://youtu.be/U6YybLIpunU?si=Iy8KEC7yw_ZtLYd8
James Seyffart (May 11, 2025): https://youtu.be/4HNwZuH-6zQ?feature=shared
Ed Yardeni (June 21, 2024): https://youtu.be/X_R8YV4x8rI?feature=shared
Ed Yardeni (November 10, 2024): https://youtu.be/2Ygypx937tw?feature=shared
Ben Cowen (July 7, 2025): https://youtu.be/8-Hu9eUpFn0?feature=shared
Chris Vermeulen (June 25, 2025): https://www.youtube.com/watch?v=DNaPbeSy8ow
Arthur Hayes (June 16, 2025): https://youtu.be/AH7TIPRKGZw?feature=shared
*This video was recorded on July 11, 2025
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 - S&P 500 hit new highs
3:35 - Thomas Hayes
7:23 - Bitcoin hit new highs
10:23 - Matthew Sigel
13:29 - Jan Van Eck
18:19 - Mike McGlone
24:42 - Mike Lee
27:20 - James Seyffart
32:30 - Ed Yardeni
36:18 - Benjamin Cowen
39:27 - Chris Vermeulen
43:44 - Arthur Hayes
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.
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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.
Peter Grandich, Founder of Peter Grandich and Company with over 40 years of Wall Street experience, discusses copper's record-breaking rally following Trump's tariff announcement, his bullish outlook on precious metals and the commodity super cycle, and warns of an approaching "day of reckoning" from America's unsustainable debt crisis.
Watch Peter's last interview with David: https://www.youtube.com/watch?v=GSITrQv33dM
For more information on Gladiator Metals (TSXV: GLAD; OTCQB: GDTRF), visit: https://www.gladiatormetals.com/ or find them on X (@gladiatormetals): https://x.com/GladiatorMetals
*This video was recorded on July 10, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
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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.
0:32 - Copper and tariffs
7:26 - Copper, inflation, and cycles
11:27 - ‘Halfway’ mark analysis
14:27 - Next melt-up?
18:51 - Industrial growth and 1987 comparison
21:30 - Mining stocks
23:49 - Debt and other risks
26:39 - Day of reckoning
29:32 - What can be done?
30:45 - Global fertility problem
33:01 - Retirement discussion
39:48 - Retirement advice
42:48 - “People should not save”
Subscribe to my free newsletter: https://davidlinreport.substack.com/
*This video was recorded on July 10, 2025
Watch Jack Maller's full interview: https://youtu.be/X9ffOg0DYSI?si=6u7uopAa-2GSlaLv
Watch Eric Basmajian's full interview: https://youtu.be/gjh2xAEMtuY?si=DyMrr-F_ujz_HTwP
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DAVID LIN:
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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 - Market performance
1:22 - Bitcoin hits new high
2:22 - Bond market
3:37 - Labor market data
6:00 - Pentagon buys MP Materials
7:45 - Houthi Rebels attack ships
9:00 - Medicaid changes
Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, warns that markets are entering a “golden age of fraud,” critiques Elon Musk’s proposed America Party and Tesla’s fundamentals, and outlines his disciplined value-investing methodology—highlighting last quarter’s winning picks and introducing Centene and Flower Foods as his new bargains.
*This video was recorded on July 9, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
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.
The Housing Crash Will Destroy Canadian Retirements. Canada’s Retirement Plan Is a Housing Bubble—This Won’t End Well
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📊 Sources & References:
https://www.reddit.com/r/povertyfinancecanada/comments/1ll5e0n/i_dont_know_what_to_do/ - Canadian Depression
https://www.theglobeandmail.com/business/commentary/article-housing-prices-retirement-plan-middle-class/
The X post: https://x.com/MarketManiaCa/status/1938701701592306013
https://youtu.be/R65Q4bZTQu8?si=ynKlhPHDr1gYc3BC
https://x.com/igetredpilled/status/1938704516708171871?t=61okuxeQvLdFq6brKTTY7w&s=19
https://x.com/igetredpilled/status/1938712111309369537
https://search.app/oyPn3
https://x.com/ShaziGoalie/status/1939511152456659336
https://www.reddit.com/r/povertyfinancecanada/comments/1lba0jc/i_finally_got_a_job_after_6_months_and_its/
https://x.com/MarketManiaCa/status/1938703633358442529
Subscribe to my free newsletter: https://davidlinreport.substack.com/
*This video was recorded on July 9, 2025
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DAVID LIN:
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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.
Mike Lee, Founder of Michael Lee Strategy, explains why he remains bullish on U.S. equities—driven by AI infrastructure, fiscal stimulus, and anticipated Fed rate cuts—while spotlighting CoreWeave, Palantir, and mega‑cap tech as top portfolio plays.
Watch Mike’s last interview with David: https://www.youtube.com/watch?v=4uHt6m60UoA
*This video was recorded on July 8, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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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.
0:28 - CoreWeave call recap
1:26 - Never sell new highs
7:34 - CoreWeave oversold?
10:54 - Pure cloud play
14:02 - Evolution from crypto mining
15:56 - Other tech picks
18:14 - Palantir
20:42 - Timing the market?
23:42 - The Fed: A joke?
25:58 - S&P to 7500?
29:08 - Tariffs
31:19 - Hedging strategy
34:35 - Allocations
36:59 - Not bullish
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.
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Ted Rossman, Senior Industry Analyst at Bankrate, breaks down the growing U.S. consumer debt crisis, including the rise of credit card delinquencies and the evolving impact of Buy Now, Pay Later on credit markets.
*This video was recorded on July 8, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW TED ROSSMAN:
X (@TedRossman): https://x.com/tedrossman
Bankrate website: https://www.bankrate.com
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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.
1:09 - BNPL and FICO scores
4:30 - More access to credit?
7:20 - Phantom debt
8:39 - Household debt trends and data
14:07 - Forced to use credit cards?
16:16 - Comparing US debt to other countries
23:43 - Broader debt problems
26:58 - What should families do to prevent credit problems?
28:54 - Bankruptcy vs. Other options
31:09 - Political will
34:00 - Rates
35:50 - “Leaving room for personal responsibility”
37:56 - Picking the right credit card
Canada’s “Stable” Banking System Is Built on Fraud. This Is What They Don’t Want You to Know About Canadian Banks.
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Rich Rines, Initial Contributor to Core DAO, discusses Bitcoin yield generation through decentralized staking protocols and the evolution of Bitcoin beyond a store of value into a productive financial asset.
*This video was recorded on May 29, 2025 and is sponsored by Core DAO.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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FOLLOW RICH RINES:
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Core DAO website: https://coredao.org/
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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.
0:32 - Genesis story
2:42 - Why Bitcoin needs yield
3:59 - How CORE Dao works
5:12 - The risk question
7:03 - Comparison to Bitcoin treasuries
8:32 - Vision for the future
11:00 - Bitcoin as mortgage collateral
12:26 - Buy now, sell never
13:35 - Can banks compete?
14:35 - Custody
15:48 - Bitcoin fixed income products
16:55 - Costs to stakers
19:05 - Why does CORE pay a yield?
20:42 - Explosive growth
24:33 - New liquid staking token
26:36 - How to earn yield
29:33 - Current yield rates and market forces
33:05 - Not another Celsius?
35:31 - Institutional adoption and balance sheets
38:04 - Rich’s career and journey
42:00 - Thinking big about digital money
43:32 - Bitcoin privacy vs. transparency debate
49:05 - CBDCs
52:35 - The future of money?
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.
Stay up to date with my free newsletter: https://davidlinreport.substack.com/
*This video was recorded on July 7, 2025
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
Eric Basmajian, economist and founder of EPB Research, breaks down the hidden cracks in the U.S. labor market, the return of tariffs, wage stagnation, and the Fed’s precarious monetary stance amid growing recession risks.
Watch Eric's last interview with David: https://www.youtube.com/watch?v=4rbzvQC3Ro4
*This video was recorded on July 7, 2025.
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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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.
1:30 - Tariffs
8:38 - Interest rates
11:51 - ‘Cracks’ in the labor market
21:31 - Automation?
23:45 - Prime-age employment
26:11 - Atlanta Fed wage growth tracker
28:22 - Trump policies and reshoring
32:15 - Sectors that will slowdown?
33:40 - Transient spikes in unemployment
40:43 - Housing market
The Canadian Housing Market Just Froze—And Builders Are Warning. This Is the Buyer Collapse Everyone Denied Would Happen.
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Benjamin Cowen, Founder and CEO of Into the Cryptoverse, discusses Bitcoin dominance as the key to crypto portfolio success and why altcoins remain speculative assets that bleed against Bitcoin over macro time scales.
Watch Benjamin's last interview with David: https://www.youtube.com/watch?v=Wb_Y8RLSHQg
*This video was recorded on May 27, 2025.
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