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.
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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PHIL MAGNESS:
X (@PhilWMagness): https://x.com/PhilWMagness
The Independent Institute website: https://www.independent.org/
Anti-Tariff Declaration: https://anti-tariff.org/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:37 - 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.
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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW SEAN HAGAN:
X (@realseanhagan): https://x.com/realseanhagan
The Bitcoin Conference X (@TheBitcoinConf): https://x.com/TheBitcoinConf
BTC Inc. Website: https://b.tc/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:32 - 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
Discover the stock market for bullion with Bullion Standard Pro. Access live bid/ask market maker pricing on gold and silver with no dealer markups. Join now at https://www.bullionstandard.com/pro
Adrian Day, President of Adrian Day Asset Management, discusses the latest FOMC meeting.
*This video was recorded on May 7, 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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW ADRIAN DAY:
Adrian Day Asset Management: https://adriandayassetmanagement.com/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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 - 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.
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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW THOMAS HAYES:
Hedge Fund Tips: www.hedgefundtips.com
Podcast: https://www.hedgefundtips.com/category/podcast/
YouTube: https://www.youtube.com/c/HedgeFundTips/videos
Twitter (@HedgeFundTips): https://x.com/HedgeFundTips
TikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtips
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:06 - 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)
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 DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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.
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.
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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
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.
Watch the last interview with David Hay: https://www.youtube.com/watch?v=2_oiUS5lBrc
*This video was recorded on April 30, 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/
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 HAY:
Haymaker Substack: https://haymaker.substack.com/
David Hay's X (@Haymaker_0): https://x.com/Haymaker_0
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
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
BitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVID
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 JACK MALLERS:
Strike: https://strike.me/
Twitter (@jackmallers): https://twitter.com/jackmallers
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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MARK ZANDI:
X (@Markzandi): https://x.com/Markzandi
Economic View: https://www.economy.com/economicview/
Inside Economics podcast: https://www.moodys.com/web/en/us/about/insights/podcasts/moodys-talks-inside-economics.html
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:08 - 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
Darius Dale, Founder of 42 Macro, explains his forecast for a W-shaped market correction in 2025, warning about the risks of the U.S. twin deficit crisis and recommending defensive positioning with significant allocations to gold and cash.
Watch the last interview with Darius:
https://www.youtube.com/watch?v=1pFkyAevW8M
*This video was recorded on April 29, 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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW DARIUS DALE:
42 Macro: https://42macro.com/
X (@DariusDale42): https://x.com/DariusDale42
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:25 - Allocation update
5:52 - Fiscal timing
9:35 - Recession explanation
18:02 - Credit defaults and shorting
20:44 - Retail investing
23:13 - KISS Portfolio
28:25 - Capital outflow
35:55 - View of the dollar
39:40 - Deficits
43:43 - DOGE cuts
48:15 - W-shaped Market in a U-shaped Economy
David Wolfin, President and CEO of Avino Silver & Gold Mines, explains how gold serves as portfolio insurance in uncertain times and outlines the company's strategic five-year expansion plan that has led to 170% share price growth and record-breaking profitability.
*This video was recorded on April 18, 2025 and is sponsored by Avino Silver & Gold Mines.
Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:
BTC Vegas 2025: B25: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/
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 WOLFIN:
Avino Silver & Gold Mines website: https://avino.com/
X (@Avino_ASM): https://x.com/Avino_ASM
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
0:45 - Gold investment
2:51 - Miner cash flow
3:44 - Share price
4:42 - Lessons from last bull cycle
6:14 - Long term plans
9:18 - Company portfolio
12:54 - Tariffs and costs
14:44 - Maintaining profitability
17:24 - Financial results
18:58 - Deposits and expansion
21:26 - Wolfin’s background
22:54 - Mining industry’s evolution
23:45 - Zero-debt strategy
25:06 - Acquisition
Chris Vermeulen, Chief Market Strategist at The Technical Traders (https://thetechnicaltraders.com/davidlin/), discusses recent negative GDP data, forecasts a potential 20-30% market decline, and analyzes gold's parabolic movement alongside Bitcoin's possible decoupling from stocks.
Chris Vermeulen’s most recent appearance on The David Lin Report:
https://www.youtube.com/watch?v=1rBemqiLsCg
*This video was recorded on April 30, 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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW CHRIS VERMEULEN:
The Technical Traders: https://thetechnicaltraders.com/davidlin/
⭐CHRIS' FREE ANALYSIS NEWSLETTER: https://thetechnicaltraders.com/freenewsletter/
📓CHRIS' INDICATORS FREE IN HIS BOOKS: https://thetechnicaltraders.com/cvbooks/
✅CHRIS' PREMIUM ETF SIGNALS: https://thetechnicaltraders.com/davidlin/
YouTube channel: @thetechnicaltraders
X (@TheTechTraders): https://x.com/TheTechTraders
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
0:32 - GDP and Market Analysis
3:20 - Negative growth
5:37 - Managing risk
9:03 - Bearish environment
11:36 - How much lower?
17:39 - Gold
22:05 - Bitcoin
26:06 - Forecast
Stephen Yiu, CIO of Blue Whale Growth Fund, discusses the tech sector's valuation reset amid global uncertainty, why Nvidia remains undervalued despite market selloffs, and how the AI arms race represents an existential challenge for big tech companies.
Take a look at Stephen Yiu's previous appearance on "The David Lin Report":
https://www.youtube.com/watch?v=zjoC_hC90Gc
*This video was recorded on April 24, 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: B25: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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW STEPHEN YIU:
Blue Whale Growth Fund: https://bluewhale.co.uk/
X (@stephenyiu): https://x.com/stephenyiu
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:18 – Tech Landscape
2:40 – Defensive Allocation
4:09 – Company Size
6:46 – Tech Bubble 2.0?
10:11 – Tariff Resiliency
13:04 – China+1 strategy
16:23 – U.S. Tech Manufacturing
17:39 – Pricing Power
20:57 – Mag7
21:57 – Tesla and EV Market
24:25 – China
26:50 – AI and Nvidia
35:38 – META
37:59 – META Pivot
40:50 – Microsoft
45:02 – AI Arms Race
Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, examines the indicators suggesting an impending global recession, arguing that gold outperformance versus silver signals economic contraction while predicting continued stock market weakness and potential deflation despite short-term inflationary pressures from tariffs.
Mike’s last interview on "The David Lin Report":
https://www.youtube.com/watch?v=RdpedcxdfFg
*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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW MIKE MCGLONE:
Twitter (@mikemcglone11): https://x.com/mikemcglone11
LinkedIn (@mike-mcglone-a8442513): https://www.linkedin.com/in/mike-mcglone-a8442513
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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 Belshe, CEO of BitGo, discusses Bitcoin as a safe haven asset, and the evolution of crypto wallet security.
*This video was recorded on March 18, 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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discusses global tensions, the potential dissolution of NATO, and how Trump's nationalist policies align with the 80-year historical cycle of societal transformation currently underway.
*This video was recorded on April 25, 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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW NEIL HOWE:
Hedgeye website: https://app.hedgeye.com/
X (@HoweGeneration): https://x.com/HoweGeneration
Substack: https://www.demographyunplugged.com/
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:14 – A dangerous moment
4:16 – New world
9:30 – Trump and Countertrends
13:54 – Global conservatism?
15:44 - Ukraine and Russia
20:13 - NATO
23:00 – Tariffs and chaos
24:30 – Nuclear conflict
28:25 – Fourth Turning and the economy
34:23 – Investor advice
35:15 – Tariff resilience
36:44 - China
38:01 – Power of the dollar
42:55 – Buying opportunity
45:18 – Generational cycles
46:53 – Steering capital
Komal Sri-Kumar, President of Sri-Kumar Global Strategies, discusses the shifting dynamics of global markets under an investment regime of uncertainty.
*This video was recorded on April 23, 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: B25: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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW KOMAL SRI-KUMAR:
Substack: https://srikonomics.substack.com/
X (@SriKGlobal): https://x.com/SriKGlobal
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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 - Trump and the Fed
6:00 - De-escalation of trade war?
9:46 - U.S. debt risk-free?
16:10 - Fed monetary policy
20:00 - Inflation during trade war
24:00 - Safe haven assets
32:30 - U.S. dollar
35:00 - Asset allocation
Sign up to Coinbase today and get up to $200 for your first trade using my referral link: https://coinbase-consumer.sjv.io/c/6180453/2176730/9251
Eric Peters, Founder, CEO, and CIO of One River Asset Management, discusses the economic impact of European militarization, investment strategies for uncertain markets, institutional adoption of digital assets, and the future integration of traditional finance with blockchain technology.
*This video was recorded on March 18, 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: B25: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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
Peter Grandich, founder of Peter Grandich and Company with over 40 years of Wall Street experience, examines gold's emerging role in the global monetary system while warning of stagflation, predicting gold prices could reach $5,000, and expressing bearish sentiment toward U.S. equities, bonds, and cryptocurrencies.
*This video was recorded on April 23, 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: B25: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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PETER GRANDICH:
Website: https://petergrandich.com/
X (@PeterGrandich): https://x.com/PeterGrandich
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
0:44 – Market surprises
2:43 – Trade war
5:04 – US Dollar
7:11 – Dollar substitutes
8:42 – Gold forecast
11:06 – Central banks still buying
12:29 – Gold producers
15:38 – Silver
18:46 – Copper
22:23 – Stagflation
24:21 – Treasuries
26:31 – Panic strategy
30:30 – Mental tolerance
32:37 – Hedge assets
34:37 – Bearish on crypto
Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% off.
Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, discusses the likelihood of a U.S. recession by summer 2024, growing fiscal vulnerabilities, and the weakening dollar as investors increasingly question its safe-haven status amid escalating trade tensions with China.
*This video was recorded on April 22, 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: B25: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/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW PETER BEREZIN:
BCA Research: https://www.bcaresearch.com
Linked-In: https://www.linkedin.com/in/peter-berezin-1289b87/
X (@PeterBerezinBCA): https://x.com/PeterBerezinBCA
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
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
1:04 – China trade war
4:37 – China relations
9:55 – Lower dollar theory
12:58 – Bond yields
15:55 – Initial jobless claims
18:51 – Weakening economy
20:55 – Market signals
22:41 – The DXY
23:40 – Investment strategy and outlook
26:57 – Treasuries, gold, bitcoin
Connexion
