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.
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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
1:18 – 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.
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*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
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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.
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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
1:14 – 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
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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
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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.
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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.
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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
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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.
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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
1:04 – 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
Nicky Shiels, Head of Metal Strategy at MKS Pamp, analyzes gold's unprecedented rally beyond $3,400, explaining how global de-risking of US assets, trade tensions, and central bank demand have created a unique environment where gold trades independently from traditional correlations.
*This video was recorded on April 22, 2025.
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0:00 – Intro
2:12 – Dollar/Gold relationship
4:17 – Forecast
5:36 – Gold premium
7:21 – Buyers
9:07 – Chaos premium
10:26 – Bond yields
12:10 – Dollar unwinding
13:07 – Silver
15:27 – Copper
17:08 – Better indicator for growth
18:23 – Geopolitical forces
20:00 – The Fed and gold
21:39 – Central bank buying
23:05 – Recession probability
Christopher Whalen, Chairman of Whalen Global Advisors LLC, discusses the impacts of tariffs on economic growth, the Federal Reserve's interest rate dilemma, and the inevitable transformation of the global financial system as the US transitions from its post-WWII dominance.
*This video was recorded on April 17, 2025.
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INVESTORS SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES OF THE ETF CAREFULLY BEFORE INVESTING. FOR COPIES OF OUR PROSPECTUS OR SUMMARY PROSPECTUS, WHICH CONTAIN THIS AND OTHER INFORMATION, VISIT US ONLINE AT WWW.FIRE-ETFS.COM OR CALL (855) 514-2777. PLEASE READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING. INVESTING IN SECURITIES INVOLVES RISK AND THERE IS NO GUARANTEE OF PRINCIPAL.
Definitions:
Duration: Duration measures how long it takes, in years, for an investor to be repaid a bond’s price through its total cash flows.
Beta: Beta is the volatility of a security or portfolio against its benchmark. It is a numerical value that signifies how much a stock price jumps around. The higher the value, the more the company tends to fluctuate in value.
SPAC: A SPAC stands for a Special Purpose Acquisition Company, which is a company formed to raise money through an initial public offering so it can later purchase or merge with an existing company.
VOO is the ticker for the Vanguard S&P 500 ETF.
FIRE ETFs Risks: ETFs that the Fund may invest in are subject to market, economic and business risks that may cause their prices to fluctuate. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying ETFs. Because the Fund invests in ETFs, it is subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value (”NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.
Inflation Risk: Inflation risk is the risk that the value of assets or income from investments will be less in the future as inflation decreases the value of money. As inflation increases, the present value of the Fund’s assets and distributions, if any, may decline. Market Risk: The market value of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
New Fund Risk: The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
For Fund holdings and a complete list of risks and other information, please visit https://fire-etfs.com.
Distributed by Foreside Fund Services, LLC.
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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
1:00 – Asset allocation
3:05 – Past informs the present
5:14 – Trump’s leverage
6:24 – Consumer sentiment
9:04 – No consumer recession
10:52 – Inflation
12:14 – Weakening dollar
13:57 – Fed’s next move
15:40 – Powell out?
17:32 – China
18:41 – Banks
21:13 – Treasuries
24:50 – Safe haven
26:28 – Collapse?
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*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
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Jeffrey Christian, Managing Director of CPM Group, explains why gold has surged to record highs above $3,400, outperforming all other asset classes amid warnings of a deep U.S. recession, deteriorating dollar status, and unprecedented government debt levels.
*This video was recorded on April 21st, 2025.
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0:00 – Intro
1:55 – Average gold price
3:26 – Gold divergences
8:41 – Dollar dump
11:34 - Where are investors going?
14:25 – Trump and the Fed
17:17 – Interest rates
21:06 – Trade war escalation
24:34 – Gold/silver ratio
30:19 – Recession signals
34:10 – Silver price
35:02 – China export bans
39:03 – China/US relations
44:51 – Central bank gold buying
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Michael Saylor, Executive Chairman of Strategy, discusses why Bitcoin responds to "chaos" and what will ultimately drive the price much higher.
*This video was recorded on March 20, 2025
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0:00 – Intro
0:57 – Relationship with the White House
4:40 – Banks and crypto
10:27 – Fed rates and bitcoin
15:01 – Bitcoin maximalism
17:50 – Buying Bitcoin
22:53 – BMAX ETF
30:11 – Mara and Riot in BMAX
31:56 – Drive to new highs
37:02 – Name change
44:25 – Presidential support
46:56 – Saylor’s story
Luke Gromen, Founder & President of Forest For The Trees joins James Thorne, Chief Market Strategist at Wellington-Altus Private Wealth in discussing the outlook for economic growth, the U.S. dollar, inflation, monetary policy, and gold.
*This video was recorded on April 21, 2025
If you’re looking for ways to support your FIRE journey, visit fire-etfs.com to learn more.
INVESTORS SHOULD CONSIDER THE INVESTMENT OBJECTIVES, RISKS, CHARGES, AND EXPENSES OF THE ETF CAREFULLY BEFORE INVESTING. FOR COPIES OF OUR PROSPECTUS OR SUMMARY PROSPECTUS, WHICH CONTAIN THIS AND OTHER INFORMATION, VISIT US ONLINE AT WWW.FIRE-ETFS.COM OR CALL (855) 514-2777. PLEASE READ THE PROSPECTUS AND/OR SUMMARY PROSPECTUS CAREFULLY BEFORE INVESTING. INVESTING IN SECURITIES INVOLVES RISK AND THERE IS NO GUARANTEE OF PRINCIPAL.
Definitions:
Duration: Duration measures how long it takes, in years, for an investor to be repaid a bond’s price through its total cash flows.
Beta: Beta is the volatility of a security or portfolio against its benchmark. It is a numerical value that signifies how much a stock price jumps around. The higher the value, the more the company tends to fluctuate in value.
SPAC: A SPAC stands for a Special Purpose Acquisition Company, which is a company formed to raise money through an initial public offering so it can later purchase or merge with an existing company.
VOO is the ticker for the Vanguard S&P 500 ETF.
FIRE ETFs Risks: ETFs that the Fund may invest in are subject to market, economic and business risks that may cause their prices to fluctuate. Shareholders will pay higher expenses than would be the case if making direct investments in the underlying ETFs. Because the Fund invests in ETFs, it is subject to additional risks that do not apply to conventional mutual funds, including the risks that the market price of an ETF’s shares may trade at a discount to its net asset value (”NAV”), an active secondary trading market may not develop or be maintained, or trading may be halted by the exchange in which they trade, which may impact a Fund’s ability to sell its shares.
Inflation Risk: Inflation risk is the risk that the value of assets or income from investments will be less in the future as inflation decreases the value of money. As inflation increases, the present value of the Fund’s assets and distributions, if any, may decline. Market Risk: The market value of the portfolio’s holdings rise and fall from day to day, so investments may lose value.
New Fund Risk: The Fund is a recently organized management investment company with no operating history. As a result, prospective investors do not have a track record or history on which to base their investment decisions.
For Fund holdings and a complete list of risks and other information, please visit https://fire-etfs.com.
Distributed by Foreside Fund Services, LLC.
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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
1:50 - Dollar
13:30 - Debt downgrade
26:55 - Trump calls Powell ‘major loser’
32:38 - Inflation
36:25 - Bitbonds
42:45 - A generational adjustment
50:00 - “We’re cooked”
56:00 - Long-term outlook on stocks
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Felix Zulauf, Founder of Zulauf Consulting, discusses the outlook for markets in 2025 and beyond.
*This video was recorded on April 18, 2025
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Doug Ramsey—CIO of The Leuthold Group—analyzes market conditions and economic indicators, warning that slowing job growth, manufacturing contraction, and unsustainable deficit spending signal a potential recession ahead despite recent market performance.
*This video was recorded on April 17, 2025
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President Donald Trump wants "cheap oil" and he's going to get it, says Doomberg, Head Writer of the Doomberg Substack.
*This video was recorded on April 15, 2025
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Thomas Hoenig—former Federal Reserve and FDIC official now at the Mercatus Center—analyzes economic indicators, US-China tariffs, and monetary policy, warning that despite current economic strength, the intensifying trade war could trigger significant disruption in late 2025.
*This video was recorded on April 16, 2025
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0:00 – Intro
1:07 – Recession and uncertainty
3:07 - Inflation concerns and tariffs
4:46 – China
8:20 - Global supply chain shifts
9:02 - Budget deficit
10:58 – Taxes and tariffs
12:38 – Economic impact (of trade war)
14:51 – Unemployment rate
16:49 – Fed outlook
20:01 – Fed independence and political challenges
23:41 – Impact on financial institutions
24:34 – Consumer debt delinquency
25:46 – Recession forecast
Bill Campbell, Portfolio Manager at DoubleLine, discusses the growing U.S. debt crisis, rising recession risks, and the shift away from dollar dominance toward a multipolar global financial system.
*This video was recorded on April 14, 2025.
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0:00 – Intro
2:05 – Budget deficit and debt concerns
5:00 – Shift to multi-polar global financial system
10:40 – Market interpretation of recent events
14:43 – Policy change
18:19 – 60/40 portfolio concerns
20:11 – Yield curve
24:23 – Fed outlook
27:32 – Consumer stress
31:23 – Treasury allocation guidance
32:30 – Recession outlook
Matthew Piepenburg, Partner of Von Greyerz AG, discusses the the debt crisis the country is facing and the future of the U.S. dollar.
This video was distributed on behalf of West Red Lake Gold Mines (TSXV: WRLG | OTCQB: WRLGF). Learn more about WRLG: https://westredlakegold.com/
*This video was recorded on April 14, 2025
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0:00 - Intro
1:14 - Move Away From U.S. Assets
4:45 - Debt Crisis
11:52 - Consequences Of Debt
19:35 - U.S. Dollar
24:47 - Safe Haven Assets
30:40 - Inflation
34:17 - 2008 Comparisons
37:50 - Trade War
42:54 - Multipolar World
47:35 - Market Outlook
49:45 - Gold
52:51 - Bitcoin
Connexion
