Matthew Piepenburg, Partner of Von Greyerz AG, discusses the likely impacts of tariffs on inflation and economic growth, outlook for the dollar, and the "crazies times" for the economy.
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*This video was recorded on November 27, 2024
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0:00 - Increase in tariffs
6:28 - “It’s going to be inflationary”
10:15 - Economic growth
16:00 - Tax cuts and the debt crisis
18:15 - U.S. dollar “envy of the world”?
22:00 - Weaker dollar
24:20 - Recession outlook
26:30 - Consumer spending
27:56 - Dollar’s reaction to election
31:52 - Gold’s reaction to election
36:30 - Gold’s long-term purpose
39:40 - Geopolitical risk premium
44:41 - Fed and QE
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Pyotr Kurzin, geopolitical analyst and Host of The Global Gambit, discusses the recent escalations of the Ukraine War, as well as the outlook for America's foreign policy objectives under Trump 2.0
*This video was recorded on November 29, 2024
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0:00 - Intro
1:30 - Putin’s next move against Ukraine
6:36 - Oreshnik missile
10:52 - U.S. aid to Ukraine
13:40 - Putin’s “red lines”
16:45 - Putin and Trump 2.0
21:34 - End of Ukraine War
24:12 - Lebanon - Israel ceasefire
27:40 - Syrian rebels
30:37 - Gaza War
33:15 - Trump and foreign policy
35:00 - Trade War
39:14 - U.S. - China relations
44:26 - The Global Gambit
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David Hay and Jeff Dicks, Co-CIOs of Evergreen Gavekal, explain alternatives to a very frothy equities market, the outlook for the bond market, and the growth prospects for the economy under a second Trump term.
*This video was recorded on November 26, 2024
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0:00 - Intro
1:05 - What is the Trump trade?
2:40 - Bond market recap
6:10 - Soft or no landing?
7:28 - Retail sales and the consumer
10:00 - Household net worth
11:20 - Real wages
12:25 - Fed monetary policy
13:40 - Global central bank policies
14:34 - U.S. dollar
17:20 - U.S. vs. emerging markets
18:45 - Deficit level
21:40 - Interest rate vs. Inflation
26:10- Tariffs and economic growth
27:25 - Bubble 4.0
31:33 - Alternatives to stocks
32:43 - Valuations point to lower returns
34:20 - Market cyclically
38:33 - U.S. the “envy of the world”
40:45 - Liquidity and market performance
24:45 - Economy now relies on foreign net savings 44:00 - Savings rate
45:30 - Mortgage spreads
48:22 - Mistakes of fixed income portfolios
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Clem Chambers, Founder of ANewFn, believes that Bitcoin has topped for now, and discusses what's next for the price.
*This video was recorded on November 28, 2024
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0:00 - Intro
1:10 - Bitcoin reaching a top
6:40 - Current Bitcoin cycle vs previous high
9:35 - Bitcoin halving cycles
14:46 - Retail sentiment
18:40 - Bitcoin vs. NASDAQ
20:42 - Bitcoin vs. money supply
22:23 - Bubble phase
24:55 - Bitcoin in log scale
27:15 - Bitcoin dominance
30:11 - Ethereum
33:20 - Solana
36:33 - Altcoins and memecoins
39:30 - Tariffs
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*This video was recorded on November 28, 2024
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0:00 - Intro
0:30 - 6,000 S&P 500
2:14 - NASDAQ
4:47 - Stocks ready for another “pop”
6:47- “Pretty ugly by January”
10:17 - Magnitude of pull back
14:40 - Bitcoin at $100k
19:00 - Bitcoin vs. Stock market
22:15 - Bitcoin’s top
27:30 - U.S. dollar
28:30 - Gold
31:10 - Asset “revesting”
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Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the likely effects of Trump's tariffs on the economy and the U.S. dollar. Hanke also discusses his outlook for inflation and his views on the latest Bitcoin price rally.
*This video was recorded on November 27, 2024
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0:00 - Intro
1:55 - Smoot-Hawley vs. Trump tariffs
4:43 - Collapse in trade?
6:15 - Tariffs and unemployment rate
13:45 - Tariffs’ impacts on consumers
16:33 - Tariffs and the U.S. dollar
19:55 - China’s ultimate weapon
23:00 - Is inflation coming back?
30:20 - Department of Government Efficiency
42:10 - Scott Bessent’s 3-3-3 policy
47:33 - Bitcoin strategic reserve
54:10 - E-cash
Christopher Whalen, Chairman of Whalen Global Advisors, discusses the banking sector, Bitcoin, gold, stocks, outlook for interest rates, and the future of the economy under a "3-3-3" Scott Bessent policy.
*This video was recorded on November 25, 2024
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Keyu Jin, global economist and author of "The New China Playbook: Beyond Socialism and Capitalism," discusses the outlook for China-U.S. relations under a second Trump term, and how a new generation of Chinese consumers will influence the economy.
*This video was recorded on November 22, 2024
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0:00 - Intro
0:40 - China’s response to tariffs
4:00 - China’s other trading partners
7:21 - Tech company bans
9:00 - EVs and tariffs
10:52 - More Chinese stimulus
12:18 - Chinese foreign policy
13:30 - Impact of Chinese stimulus
14:38 - Chinese real estate
18:55 - Next generation of Chinese consumers
23:44 - Productivity of the new generation
25:30 - Emigration from China
27:00 - The new generation and CCP
28:55 - Population decline
31:10 - Ageing population
32:10 - The next tech superpower?
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Lawrence Lepard, Managing Partner of Equity Management Associates, gives his outlook for Bitcoin, gold, stocks, and bond markets for 2025.
*This video was recorded on November 25, 2024
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Scott Wren, Senior Global Market Strategist for Wells Fargo Investment Institute, discusses the outlook for stocks and asset allocation in 2025.
*This video was recorded on November 21, 2024
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0:00 - Intro
1:00 - Economic activity and employment
2:30 - Monetary policy and market reaction
4:25 - 6,600 S&P 500 target
7:00 - Tariffs and earnings
9:46 - Financials sector
11:12 - Large caps vs. small caps
11:48 - Corporate CAPEX
13:35 - Fed “neutral rate”
15:45 - Banking regulations
17:55 - Tax cuts
19:40 - Dollar outlook
20:27 - Sector outlook
21:16 - Utilities
21:55 - Consumer spending
22:33 - Gold
23:40 - Bearish indicators
Peter Tuchin, Emeritus Professor at the University of Connecticut and Research Associate at the University of Oxford, discusses the next "revolution" that the U.S. is about to witness.
*This video was recorded on November 19, 2024
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0:00 - Intro
1:40 - “Peak crisis” in 2020s
3:28 - Revolution
5:52 - The “wealth pump”
11:10 - Education attainment
15:20 - Wealth inequality
20:00 - Why Trump won the election
22:30 - What the next revolution looks like
25:55 - “Macro-violence” outbreak
31:15 - Russia vs. U.S.
37:20 - Capitalists and “elites”
39:50 - AI and the workforce
44:30 - Fighting a common enemy
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Doug Casey, Best-selling author of “Crisis Investing” and founder of the Crisis Investing Newsletter (https://www.CrisisInvesting.com/Davidlin), discusses the future of the economy under a second Trump term.
*This video was recorded on November 20, 2024
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Jeff Christian, Managing Partner of CPM Group, discusses the outlook for gold, silver, commodities, and economic growth following a Trump win.
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*This video was recorded on November 18, 2024
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0:00 - Commodities’ moves after Trump win
4:58 - Inflation and bond yields
9:44 - Recession in 2025?
11:20 - Tariffs
12:00 - Outlook for gold price
13:55 - Silver price outlook
16:29 - Silver deficit
22:20 - Copper price move
23:52 - China and Russia
28:19 - North Korean troops in Russia
Darrell Bricker, Global CEO of Ipsos Public Affairs, discusses the coming immigration crisis facing Canadians and the outlook for the economy.
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*This video was recorded on November 18, 2024
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0:00 - Intro
1:05 - Top concerns for Canadian
3:35 - Immigration for Canada
6:20 - Illegal migrants from U.S.
7:42 - Changes to immigration system
10:30 - U.S. - Canada relations
12:00 - Accommodation for refugees
13:00 - Popularity for Conservatives vs. Liberals 15:30 - Housing affordability in Canada
20:00 - Housing market trends
21:31 - Population collapse
23:35 - Job prospects
26:10 - Trade war with China
28:39 - Canadian brain drain
Ray McGovern, Former CIA Analyst and Chair of the National Intelligence Estimates responsible for preparing the President's security briefings, discusses the likely Russian response to the use of ATACMS missiles by Ukraine to strike into Russia for the first time.
*This video was recorded on November 20, 2024
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0:00 - Ukraine strikes Russia with ATACMS
6:45 - North Korean troops in Russia
9:20 - China’s response
11:50 - Putin’s next move
14:30 - Pentagon’s response
18:00 - Is nuclear war next?
19:50 - Biden Administration and Ukraine aid
30:45 - Long-range missiles and strategy
32:00 - What if Russia nukes Ukraine?
34:40 - Is the U.S. safer after 9/11
38:10 - America’s biggest threat today
44:00 - Is U.S. ready to fight a peer competitor?
46:20 - What would next world war look like?
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Ran Neuner, founder of Crypto Banter, discusses the outlook for cryptos in the short and medium term.
*This video was recorded on November 20, 2024
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0:00 - Intro
0:40 - Bitcoin
4:44 - Cryptos vs. Bitcoin
6:00 - Ethereum vs. Bitcoin
8:20 - Doge
10:20 - Use case themes
13:55 - Retail investors
16:00 - XRP
17:10 - Ethereum’s future
22:10 - Crypto correction
24:45 - Altcoins following Bitcoin
25:29 - Changes to SEC
28:11 - Bitcoin strategic reserve
Warwick Smith, CEO of American Pacific Mining (CSE:USGD | OTCQX:USGDF ), discusses the outlook for market sentiment under a Tump Presidency.
*This video was recorded on November 18, 2024 and is sponsored by American Pacific Mining
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0:00 - Intro
0:40 - Market reaction to Trump win
4:00 - Gold and mining stocks in “risk-on”
8:31 - Gold and stocks under Trump
10:00 - Gold price outlook
12:00 - Gold vs. miners
14:22 - Bitcoin vs. gold
16:49 - Mining under Trump
19:15 - Mine permitting
21:10 - American Pacific Mining
24:30 - Copper
28:00 - Critical minerals
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Julia Pollak, Chief Economist at ZipRecruiter, discusses the current state of the labor market and the outlook for which sectors will see the most or least growth in jobs.
*This video was recorded on November 14, 2024
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0:00 - Intro
1:20 - Unemployment rate
3:23 - Pay increase between quitting and staying
5:29 - Blue vs. White collar labor force
6:20 - Sectors with most growth
7:10 - Weaker sectors
8:50 - How election will affect hiring
11:20 - Real wage increases
13:23 - Inflation and real wage
15:15 - Immigration and the labor force
17:26 - Challenges to labor market strength
19:20 - Quits rate
21:44 - Neutral rate of unemployment
23:11 - AI and labor market
24:51 - Labor force participation rate
Ed Yardeni, President of Yardeni Research, doubles down on his 8,000 S&P 500 call, but warns that an escalation of tariffs could throw the economy off balance.
*This video was recorded on November 15, 2024
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0:00 - Intro
1:00 - Trump 2.0 bullish market
4:40 - Deficits and markets
6:00 - Tariffs and the Great Depression
15:00 - Outlook for inflation
19:00 - PMI and recession
21:35 - Savings rate
24:15 - Managers’ sentiment
27:15 - Citigroup Surprise Index
30:51 - Sector preference
Benjamin Cowen, Founder of Into The Cryptoverse, discusses his outlook for Bitcoin dominance, price cycles, the relationship between Bitcoin and the economy.
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Watch Benjamin's last interview with me: https://youtu.be/WbzC0i619XA?si=MmJ-FKR1mXIQKeAr
*This video was recorded on November 18, 2024
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.
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