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The David Lin Report: Daily Summaries Delivered
by 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.
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The most recent episodes — sign up to get AI-powered summaries of each one.
- 2 days ago35 min
Markets In Freefall: Why ‘This Is Just The Beginning' | Clem Chambers
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Clem Chambers, founder of ANewFN, discusses the market selloff, the political battle over AI, China's growing technological influence, and the risks facing investors.Watch Clem's last interview: https://youtu.be/ofTBcoKh61k*This video was recorded on November 5, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW CLEM CHAMBERS:ANewFn website: https://www.anewfn.com/ X (@ClemChambers): https://x.com/ClemChambersYouTube (@clemchambersalpha): https://www.youtube.com/@ClemChambersAlphaClem's substack: https://substack.com/@clemishereFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Tech Stocks Plunge After Midterm Elections2:12 - What's Driving The Market Selloff?4:42 - Democrats Push To Slow AI Development6:22 - China's Growing AI And Robotics Dominance11:06 - Will Democrats Restrict Data Centers?13:23 - China Blocks $5.4 Billion Robotics Deal16:02 - Are Tech Earnings Disappointing Investors?18:37 - How Clem Chambers Is Positioning His Portfolio21:25 - Stock Market Outlook And Crash Risks24:54 - AI Spending, Debt And The Fed's Liquidity Problem30:08 - Bitcoin Selloff And Cryptocurrency Security Risks32:30 - How AI Is Transforming Business#economy #trading #stocks
- 2 days ago27 min
Historic Midterm Sweep: Will Iran War End, Stocks Keep Rising? | Matt Gertken
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses the Democrats' historic midterm victory, the stock market rally, Trump's next moves on Iran, and the outlook for oil, inflation, interest rates, tariffs, and the 2028 election.*This video was recorded on November 4, 2026Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW MATT GERTKEN AND BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://x.com/bcaresearch X (@mgertken): https://x.com/mgertkenGertken's New Book: https://www.amazon.com/Swifts-Grand-Strategy-Matthew-Gertken/dp/1009763989?crid=2MIA92RHQ3BEO&dib=eyJ2IjoiMSJ9.8rhqzg5gMpXWxjmv7zKlyy_bymaAPXHxMPpxUibIz67GjHj071QN20LucGBJIEps.3r5dW8faG1X9XF11ejz8qn56EHIBRXxO9M8PTUDKchc&dib_tag=se&keywords=matt+gertken+swift&qid=1787773656&sprefix=matt+gertken+swif%2Caps%2C117&sr=8-1FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Democrats Sweep Congress: Markets React1:53 - Why Stocks Are Surging After Midterms2:54 - Historic Blue Wave & 2028 Election5:29 - Why Republicans Lost The Midterms7:18 - Trump's Next Move After Election Defeat9:12 - Iran War: Will Trump End The Conflict?11:33 - Iran Nuclear Deal & Oil Prices14:00 - Iran's Strategy For The Next Two Years16:19 - Democrats' Spending Plans & Inflation18:29 - U.S. Debt Crisis & Rising Bond Yields20:28 - Trump's Tariffs & Trade Policy24:32 - What Changes After The Blue Wave?#MidtermElections #StockMarket #IranWar
- 2 days ago20 min
Tech Stocks Crash Again… Apple & Palantir Expose Bigger Problem
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Apple and Palantir beat earnings expectations but their stocks fell, raising questions about AI spending, revenue growth, profitability, valuations, and which company offers a better investment opportunity.*This video was recorded on November 3, 2026Watch my video on last week's brutal tech selloff: https://youtu.be/rIh0cs4fX5c?si=_vsUQ6kV5zJ_5HAlSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Apple & Palantir Stocks Fall After Earnings0:56 - Apple's Earnings & China Sales Miss1:52 - Apple's Profit Margins & New CEO2:36 - Apple's Revenue Growth3:49 - Apple vs. Google: AI Spending6:32 - Apple's Cash Flow & Financial Strength9:57 - Palantir's Earnings & Valuation11:14 - Palantir's Contract Growth & Revenue Outlook13:31 - Palantir's Profitability & Cash Flow15:05 - Palantir's ROIC & Debt16:52 - Alex Karp On Sovereign AI18:33 - Is The AI Bubble Bursting?19:31 - Apple vs. Palantir: Which Is The Better Investment?#Apple #Palantir #AIStocks
- 4 days ago39 min
Trader Called Tech Crash--Now Predicts ‘Black Christmas’ For Stocks | 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 midterm elections, the tech stock selloff, risks facing the economy, and what rising interest rates, oil prices, and gold mean for investors.Watch Bubba's last interview: https://youtu.be/DigWey0Chz8*This video was recorded on November 3, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TODD HORWITZ: X (@Bubba_Trading): https://x.com/Bubba_TradingBubba Trading: https://go.bubbatrading.com/Bubba's Guide To Options Trading: BubbaTrading.com/ebookEmail: toddhorwitz@hotmail.comFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Introduction & Market Overview2:41 - Midterm Elections: What Happens To Stocks?6:32 - Tech Stock Crash: Is The AI Bubble Bursting?10:26 - ‘Black Christmas’ Warning: Bigger Selloff Ahead?12:32 - AI Debt, Banking Risks & Market Outlook14:31 - S&P 500 Year-End Forecast & Economic Warning Signs18:57 - Recession Risks, Consumer Debt & Investment Strategy22:44 - Treasury Yields, Interest Rates & The Fed25:14 - Oil Prices, Iran & Inflation Outlook30:24 - Gold Below $4,000: Buy Or Sell?34:08 - Fed Policy & Inflation Risks36:55 - What Todd Horwitz Is Buying & Shorting#trading #investing #economy
- 4 days ago44 min
'Financial Crisis' Trigger: What Midterm Elections Will Do To Markets | Steve Hanke
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 the U.S. midterm elections, the economy, AI investment risks, the growing debt problems in Europe, and what money supply and liquidity mean for inflation and financial markets.Watch Prof. Hanke's last interview: https://youtu.be/Q_H-h2ZAcLA*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Midterm Election & Financial Crisis Warning2:08 - Midterm Election Outlook: Democratic Sweep?3:12 - Why Americans Are Turning Against Trump8:44 - What Happens To Markets If Democrats Win?11:30 - Trump's Foreign Policy & Iran War Risks17:04 - AI Spending Drives U.S. Economic Growth20:40 - AI Bubble & 40% Financial Crisis Risk24:12 - Could Stocks Crash 40% & Tech Plunge 70%?28:27 - Europe's Debt Crisis, Riots & Recession Risks38:49 - U.S. Liquidity, Money Supply & Inflation#Inflation #economy #midterms
- 4 days ago31 min
Why Did Brazil's Stock Market Crash 17% After Election? | Tavi Costa
Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Tavi Costa, Co-Founder and CEO, Azuria Capital LLC., discusses Brazil’s election shock, what it teaches investors about politics and markets, and where interest rates, the dollar and precious metals stand on midterm election day.Watch Tavi's last interview: https://youtu.be/0n7nNdWjeQE*This video was recorded on November 2, 2026.Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW TAVI COSTA:X (@TaviCosta): https://x.com/TaviCostaSubstack: https://tavicosta.substack.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Introduction1:03 - Brazil's election shock5:06 - Reading the market's reaction9:15 - Trump weighs in on Brazil13:06 - Lessons for investors16:28 - Debt, s-pending cuts and populism19:49 - Brazil's central bank and currency22:24 - The Fed's tightening cycle27:40 - Gold, silver and the midterms#stocks #economy #investing
- 5 days ago34 min
Tech Wipeout: Google's $500 Billion Crash, Anthropic's Losses Exposed
Go to https://san.com/davidlin to get the unbiased truth on the stories that matter, only on the Straight Arrow app. Let's exit the echo chamber.Tech stocks plunge as Google, Intel, and Amazon face massive selloffs, Anthropic's IPO reveals mounting AI infrastructure commitments, and a record-breaking Binance hack rattles cryptocurrency markets.Watch my video on Meta and Tesla's earnings reports: https://youtu.be/-UYG8JlWXP8?si=pG58WMTX2GcsB3Ny*This video was recorded on October 30, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Tech Stocks Plunge: AI Bubble Bursting?1:38 - Google, Intel & Amazon Crash3:31 - China's 40% Tech Stock Collapse7:51 - Why Google Crashed Despite Strong Earnings10:41 - Google's Massive AI Spending Problem13:33 - Is The AI Bubble Bursting?14:21 - Anthropic IPO & Steve Eisman's Warning17:10 - Anthropic's Revenue, Losses & Debt Risks22:40 - Anthropic's $417 Billion AI Commitments27:39 - Binance's $6.3 Billion Crypto Hack32:23 - What's Next For Tech Stocks?#TechStocks #AIBubble #StockMarket
- 5 days ago39 min
Gold Plunges Below $4,000: Collapse Or Rebound Next? | Derek Macpherson
Learn more about West Point Gold here: https://westpointgold.com/ (TSX.V: WPG | OTCQX: WPGCF).Derek Macpherson, CEO & President of West Point Gold (TSX.V: WPG | OTCQX: WPGCF), discusses the gold market, the challenges facing mining companies, and West Point Gold’s exploration projects, financing strategy, and growth plans.*This video was recorded on October 26, 2026 and is disseminated on behalf of West Point Gold (TSX.V: WPG | OTCQX: WPGCF).Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW DEREK MACPHERSON AND WEST POINT GOLD:X: https://x.com/WestPointGoldUSWebsite: https://westpointgold.com/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.00:00 -Gold at $4,000: What's Driving the Market?02:26 - Inflation, Interest Rates, and Central Bank Gold Buying06:17 - Gold's Role in an Investment Portfolio07:33 - Gold Mining Stocks, Financing, and Market Conditions11:44 - Gold Prices and Mining Project Economics12:40 - West Point Gold: Projects in Arizona and Nevada17:34 - Gold Chain Project: Resource Estimates and Drilling Plans24:02 - Nevada Projects, Kinross Partnership, and Shareholder Value30:32 - Shareholder Dilution, Institutional Investors, and Upcoming Milestones#gold #investing #stocks
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