PODCAST · news
The David Lin Report
by The David Lin Report
Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, science, and technology.
Episodes
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Housing Crash Deepens: No Recovery Until 2028 | Ron Butler
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Ron Butler, principal mortgage broker at Butler Mortgage and host of the Angry Mortgage Podcast, discusses rising mortgage rates, mounting foreclosures, falling home prices in Canada and...
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How to Prepare For 'The End Of The World' | Neil Howe
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669 Neil Howe, author of "The Fourth Turning" and Director of Demography at…
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Hot Inflation Shocks Markets: The Worst Is Still To Come | Steve Hanke
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669 Steve Hanke, Professor of Applied Economics at Johns Hopkins University…
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AI Stocks Crack, Yields Fall, Defensives Surge; What’s Next | Cameron Dawson
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cameron Dawson, CIO of Newedge Wealth, discusses growing risks in the stock market, weakness in AI and semiconductor stocks, rising bond yields, inflation, and the Federal Reserve's next...
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Great Rotation Happening Now: This Sector ‘Is Over’ | Thomas Hayes
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Thomas Hayes, Managing Member of Great Hill Capital, discusses the shifting AI trade, a major rotation in the stock and bond markets, and opportunities in overlooked sectors as investors...
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No Relief Until 2027—Then Stocks Face Reset | Peter Berezin
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Peter Berezin, Chief Global Strategist and Director of Research at BCA…
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Peter Schiff & Grant Cardone Debate Housing Crash Vs. Economic Boom
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Grant Cardone, founder and CEO of Cardone Capital, and Peter Schiff, Chief...
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‘Reminds Me Of 2008’: The Next Bust & Boom Nobody's Talking About | John Feneck
John Feneck, founder of Feneck Consulting, discusses stock market and real estate risks, China's dominance of critical minerals, America's push to rebuild domestic defense-metal supplies, and investment opportunities in tungsten and other strategic mining companies.*This video was recorded on...
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Oil Crisis Escalates: When Does Iran War End? | Richard Wolff
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Richard Wolff, Professor Emeritus of Economics at the University of Massachusetts Amherst and co-founder of Democracy at Work, discusses the Iran war, rising oil prices and inflation,...
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Gold's Next Crash? ‘Much Lower Prices’ Below THIS Level | Gary Wagner
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Gary Wagner, Editor of TheGoldForecast.com, discusses gold's recent correction, rising Treasury yields, Federal Reserve policy, and the technical...
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1987 Black Monday Repeat: How Close Are We? | Adrian Day
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Adrian Day, President of Adrian Day Asset Management, discusses rising bond yields, Federal Reserve policy, inflation, stock market risks, and…
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6% Yields By Year-End, 9% Mortgages—Stocks Get ‘Rug Pulled’ | Todd Horowitz
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd “Bubba” Horwitz, founder of BubbaTrading.com, discusses his bearish outlook for oil, the prospect of 6% Treasury yields and 9% mortgages, risks facing stocks and AI, and why he is...
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5% Yields: 'Whole System Collapses', What Happens To Markets | Gareth Soloway
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Gareth Soloway, Chief Market Strategist at Verified Investing, discusses why bond yields remain elevated, how inflation and AI spending are shaping the economy, and what the current…
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Oil Reserves Dangerously Low; ‘Much Higher’ Fuel Prices By Winter | Josh Young
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josh Young, founder and CIO of Bison Interests, discusses oil and diesel prices, disrupted tanker traffic through the Strait of Hormuz, depleted U.S. inventories, refinery constraints,...
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The 'Black Swan' That Wipes 50% Of Market Value | Mark Skousen
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Mark Skousen, Editor of The Skousen Report, and Macroeconomist Strategist for the Oxford Club, discusses the strength of the U.S. economy,...
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Lyn Alden: Debt System ‘Is Breaking’—How High Will Yields Go?
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Lyn Alden, founder of Lyn Alden Investment Strategy, discusses rising Treasury...
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Stocks To Surge 40%, Then Crash 80%—10-Year Yield To 0% | David Hunter
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!David Hunter, Chief Macro Strategist at Contrarian Macro Advisors, discusses his S&P 500 target of 10,000, a potential 80% market crash and global bust afterward, his bullish outlook for...
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Nearly Half The S&P Is Already Down 20% | Ted Oakley
🔒 Get your free Proton Mail account at https://proton.me/davidlinRegister for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Ted Oakley, founder of Oxbow Advisors, discusses weakening jobs and housing, deteriorating stock-market...
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Gold Falls To $3,600 If Yields Do THIS Next | Nicky Shiels
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, discusses gold’s pullback, rising real yields, inflation and currency debasement,...
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The Shocking Reason Gas Prices Can’t Come Down Anytime Soon | Rory Johnston
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Rory Johnston, Founder of Commodity Context, discusses why oil and diesel remain expensive despite recovering flows through the Strait of Hormuz, how global refining disruptions and...
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Bond Yields Spike: What Happens To Your Wallet Next? | Steve Hanke
Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the U.S. affordability crisis, persistent inflation, rising interest rates, stress in the bond market, AI-driven credit growth, and how economic policy...
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Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization,...
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Stock Market About To Get ‘Robbed’: Mania Is Breaking | Bill Smead
*This video was recorded on September 25, 2026 and is disseminated on behalf of U.S. GoldMining Inc. (NASDAQ:USGO)Bill Smead, Chief Investment Officer of Smead Capital Management, discusses rising bond yields, AI-driven market mania, energy opportunities, and why today’s increasingly narrow stock...
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Rare Recession Indicator Is ‘Screaming’—No One’s Paying Attention | Jeff Snider
Start earning interest in gold: https://Monetary-Metals.com/LinJeff Snider, host of Eurodollar University, discusses rising Treasury yields, recession signals in the bond market, the energy shock, consumer weakness, U.S.-China tensions, and whether the AI boom can keep the economy growing. Pasted...
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Will AI Really Kill Humanity By 2030? | Aleksandra Przegalinska
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Aleksandra Przegalinska, Senior Research Associate, Harvard Law School, and...
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Art Laffer On Bond Market MELTDOWN: How Bad Could It Get?
Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Arthur Laffer, Chairman of Laffer Associates, discusses the U.S. economy, oil and diesel markets, rising bond yields, Federal Reserve policy, AI-driven productivity…
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2027 Market Bloodbath: Worse Than 2022's Bear Market | Keith McCullough
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Keith McCullough, CEO of Hedgeye, discusses rising bond yields, inflation, oil, the Fed, market positioning, currencies, gold, Bitcoin, and how investors should think about changing...
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Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josef Schachter, president of Schachter Energy Research Services, discusses record diesel prices, the Iran conflict and Strait of Hormuz, global oil supply, Canada’s energy outlook, and…
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Why Bonds Could Trigger Next '1987' Style Stock Market Crash | Larry McDonald
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Lawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, discusses rising bond yields, weakness beneath the stock market, energy-driven economic risks,...
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Bankruptcies Soar 64%: Fed Just Lit A Fuse Danielle DiMartino Booth
Danielle DiMartino Booth, CEO of QI Research, explains why she believes the Fed’s latest rate hike is a policy mistake, as rising energy costs, weakening consumers, credit stress, AI-driven economic risks, and housing pressures threaten the U.S. economy.*This video was recorded on September 22,...
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Market Sets Trap; Most Crowded Trades Revealed | Jason Shapiro
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jason Shapiro, founder of the Crowded Market Report, discusses how he uses contrarian positioning to navigate bonds, stocks, Bitcoin, AI, commodities, and some of the most crowded trades…
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Stocks Soar, Bitcoin Surges 6%; The 'Lever' Has Been Pulled, What's Next? | Clem Chambers
Is this market melt-up just the beginning?.....This video is sponsored by: Mayfair Gold Corp (NYSE: MINE).Access Mayfair Gold's Qualified Person and Mineral Disclosure https://www.goldstandardir.com/MINEQP/Access Mayfair Gold's Sources for this video...
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Nobel Economist: Will China Eventually Overtake America? | Joel Mokyr
Start earning interest in gold: https://Monetary-Metals.com/LinJoel Mokyr, Co-Laureate for the 2025 Nobel Prize in Economics and Robert H. Strotz Professor of Economics and History at Northwestern University, discusses why some societies sustain innovation, how AI could reshape institutions and...
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‘Historic’ Market Rotation Starting: Trader Reveals Biggest Winners And Losers | David Nikoski
Start earning interest in gold: https://Monetary-Metals.com/LinDavid Nicoski, CIO at Vermilion Research, discusses the Fed’s latest rate hike, weakening market breadth, the oil and diesel crisis, AI and tech stocks, and why energy, healthcare, and technology could lead the market through the rest...
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Fed To Hike Into ‘Train Wreck’; How Will Stocks, Bitcoin, Gold, Bonds React? | Gareth Soloway
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Gareth Soloway, Chief Market Strategist at Verified Investing, discusses the Fed’s next move, rising bond yields, oil-driven inflation, and what shifting market conditions mean for…
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Fed Hikes Not Over: Economy ‘Can’t Deal’ With What Comes Next | Komal Sri-Kumar
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Komal Sri-Kumar, President of Sri Kumar Global Strategies, discusses the Fed's first rate hike in 3 years, and what's next for monetary policy and the economy. *This video was recorded on...
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Ron Paul On Surging Inflation, Oil Shock, Bond Market Collapse
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Dr. Ron Paul, Host of the Liberty Report and former Congressman, discusses inflation, government debt, war, monetary policy, political…
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China 'Saved' Oil From Exploding Higher, Here's How That Could Reverse | Shaun Rein Shaun Rein
Start earning interest in gold: https://Monetary-Metals.com/LinShaun Rein, Founder and Managing Director of China Market Research Group, discusses China’s response to the global oil shock, the weakness in its domestic economy, shifting trade and investment flows, and China’s growing role in...
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Trader Called 5% Yields—Now Predicts 6%, $60 Oil, $100K Bitcoin | Todd Horwitz
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discusses the bond market, oil, stocks, gold, and Bitcoin. Watch Bubba's last interview: https://youtu.be/szfb2vqhLjo*This video was recorded on...
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Fed's Warsh Is A MONETARIST Says Steve Hanke, And Here's His Next Move
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Steve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses Kevin Warsh’s monetarist approach at the Fed, money supply and inflation, rising Treasury yields and...
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Trade War Escalates; Canada's ‘Biggest Danger’ Still Ahead | Michael Campbell
Start earning interest in gold: https://Monetary-Metals.com/LinMichael Campbell, Host of the Michael Campbell's MoneyTalks show, discusses Canada–U.S. trade tensions, China’s role in the relationship, Canada’s growth and affordability challenges, and what changing interest-rate and commodity...
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Fed Hike Changes Nothing: ‘Most Important Asset On Earth’ Hits Breaking Point? | Dave Weisberger
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Dave Weisberger discusses the Fed’s latest rate hike, persistent inflation, rising bond yields, market risks, AI investment, and the outlook for Bitcoin and crypto regulation.*This video...
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Global Diesel Shortage: ‘Major Crisis’ Is Already Here—And Getting Worse | Paul Sankey
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Paul Sankey, President of Sankey Research, discusses the global diesel…
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Fed To Trigger ‘1987’ Market Crash This Week? | David Woo
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!David Woo, Founder of David Woo Unbound, discusses how surging oil prices, rising bond yields, AI investment, and escalating U.S.-China tensions are creating growing risks for financial...
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Worst Era Since Great Depression Next: ‘Perfect Storm’ Forming Warns Investor | Peter Grandich
Start earning interest in gold: https://Monetary-Metals.com/LinPeter Grandich, founder of Peter Grandich & Company, discusses rising Treasury yields, Fed policy, economic pressures on American households, the U.S.-Canada trade war, and why he believes gold and critical minerals stand out as…
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Why Are Global Bonds Crashing? How Next ‘Fiscal Crisis’ Starts 'Suddenly' | Justin Wolfers
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Justin Wolfers, Professor of Public Policy And Economics at the University of...
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Peter Schiff: The Next Collapse Is Starting In The Bond Market
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Peter Schiff discusses bonds, gold, stocks, inflation, and the Fed's next…
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Oil To 'Break' Everything; Stocks, Bitcoin, Gold Crashing 'Back Down' | Mike McGlone
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses...
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Gold's Biggest Risk Yet? Trader Called Bottom, Reveals Next Breaking Point | Gary Wagner
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Gary Wagner, Editor of TheGoldForecast.com, discusses how surging oil prices, inflation, interest rates, and shifting market momentum are shaping...
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Binance CEO Reveals Who Drove Bitcoin’s Explosion—And If They’re Still Buying | Richard Teng
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Binance Co-CEO Richard Teng discusses the forces behind crypto’s recent…
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