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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.
- Yesterday25 min
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 polarization, AI regulation, and the growing strain on the U.S. economic system.Watch Dr. Paul's last interview: https://youtu.be/U-dKl3JLL68*This video was recorded on September 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 DR. RON PAUL:X (@ronpaul): https://x.com/RonPaulRon Paul Institute website: https://ronpaulinstitute.org/X (@ronpaulinstitut): https://x.com/RonPaulInstitutThe Liberty Report website: http://www.ronpaullibertyreport.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 — Intro.1:13 — Liberty, Government & “Honest Money”2:58 — Iran War, Nuclear Weapons & U.S. Foreign Policy6:19 — Oil Prices, War & the Economy8:50 — Inflation, the Fed & Money Printing10:27 — U.S. Debt, Spending & the “Crack-Up Boom”13:19 — Socialism, Capitalism & the Midterm Elections17:12 — The Federal Reserve, AI & Government Regulation21:53 — Gold, Bonds & What Happens in an Economic Crisis#economy #fed #politics
- 2 days ago39 min
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 commodities and technology.Watch Shaun's last interview: https://youtu.be/FCoKt51L7Dc*This video was recorded on September 11, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 SHAUN REIN: China Market Research Group: http://www.cmrconsulting.com.cn/xsyX (@shaunrein): https://x.com/shaunrein "The Split: Finding the Opportunities in China's Economy in the New World Order": https://www.amazon.com/Split-Finding-Opportunities-Chinas-Economy/dp/139981639X 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 - Intro.4:57 - China’s Oil Supply and the Iran War12:40 - China Bonds and De-Risking From the U.S.15:48 - China, Russia, India and BRICS21:16 - China’s Weak Consumer, Property and Gold29:04 - Why Chinese Exports Keep Growing32:50 - Youth Unemployment, Automation and Stimulus38:38 - China’s Global Investment and Commodity Strategy44:22 - Chinese Tech Stocks and the Global Tech War#china #economy #investing
- 2 days ago34 min
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 September 18, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 - Oil to $60 & 10-Year Yield to 6%?2:09 - Why Oil Could Crash6:33 - Diesel, Inflation & the Fed8:36 - Why Treasury Yields Keep Rising11:58 - Could the 10-Year Yield Hit 6%?13:14 - Market Meltdown Warning17:04 - Can the Fed Prevent a Crash?22:06 - Stock Market Outlook & Trading Strategy24:30 - Is Another 2022 Market Selloff Coming?28:39 - $7 Trillion Options Expiration31:04 - Bitcoin’s Next Move32:39 - Gold Outlook as Yields Rise#trading #investing #economy
- 3 days ago49 min
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 fiscal pressures, global central-bank policy, the U.S. labor market, and Europe’s savings and capital markets.Watch Prof. Hanke's last interview: https://youtu.be/uc7hkdqrink*This video was recorded on September 17, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 - Intro.7:49 - How Many More Fed Rate Hikes?11:30 - Bond Yields, Deficits and the Economic “Red Zone”16:20 - Trump vs. the Fed and Why Energy Prices Aren’t Inflation24:36 - When Could the Fed Hike Again?28:11 - Bank of Japan, Yen Carry Trade and Global Rates31:51 - U.S. Labor Market and the Stock Market Wealth Effect36:45 - Treasury Buybacks and Rising 10-Year Yields41:28 - Europe’s “Lazy Savings” Debate and Capital Markets#InterestRates #Inflation #thefed
- 3 days ago53 min
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 conditions mean for households and investors.Watch Michael's last interview: https://youtu.be/HR2ftEzPtSI*This video was recorded on September 14, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 MICHAEL CAMPBELL: X: https://x.com/moneytalkstweetMichael Campbell's MoneyTalks Show: https://mikesmoneytalks.ca/category/mikes-content/complete-show/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 - Intro.7:09 - Is There an Off-Ramp for the Trade War?9:27 - Retaliatory Tariffs, Sovereignty and the Cost to Canadians13:06 - Canada’s Productivity and Interprovincial Trade Problems19:16 - China’s Growing Role in Canada–U.S. Tensions24:23 - Tariff-Free Trade and Canada’s Competition Problem29:32 - Why Canada’s Economy Has Fallen Behind36:53 - Housing, Interest Rates and the Canadian Dollar40:51 - Currency Debasement, Hard Assets and Rising Food Costs#investing #economy #stocks
- 4 days ago43 min
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 was recorded on September 16, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 DAVE WEISBERGER:Twitter (@dmweisberger): https://x.com/dmweisberger?lang=enFOLLOW 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 - Fed Rate Hike & Market Reaction3:25 - Why the Fed Hiked Rates5:13 - Stocks, Gold, Bitcoin & the Deficit7:29 - Is the Bond Selloff Over?8:40 - Fed Hikes Into an Oil Supply Shock11:09 - Diesel Crisis & Inflation11:46 - Why Inflation Is “Baked in the Cake”12:58 - Why the 10-Year Yield Is Above 5%15:57 - AI, Data Centers & the Next Tech Boom19:46 - Will AI Replace Software & Coding?23:40 - Why the Clarity Act Failed31:16 - Bitcoin Outlook After the Crypto Rally33:27 - Crypto Regulation & Tokenization35:03 - How Technology Took Over Wall Street39:21 - AI & the Future of Wall Street Jobs#fed #stocks #investing
- 4 days ago41 min
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 shortage, tightening energy supplies, China’s oil demand, and what rising fuel prices could mean for inflation, markets, and the economy heading into winter.*This video was recorded on September 15, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 PAUL SANKEY:Website: https://sankeyresearch.com/X (@SankeyResearch): https://twitter.com/SankeyResearchYouTube: https://www.youtube.com/@sankeyresearchFOLLOW 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 - Oil Shock, Record Diesel & the Fed2:52 - Why the Energy Crisis Is Getting Worse5:23 - China’s Return to the Oil Market9:48 - China’s Oil Reserves & Supply Risk11:23 - When Does Demand Destruction Begin?13:29 - America’s Diesel & Refining Crisis16:45 - Can Washington Bring Energy Prices Down?21:20 - Can Venezuelan Oil Make a Difference?25:04 - The Global Diesel Shortage27:00 - How High Could Diesel & Oil Go?30:26 - Fed Policy in an Inflationary Supply Shock32:56 - Record Tanker Rates & Shipping Costs37:56 - Russia, China & Global Oil Supply40:12 - Oil Outlook Into Winter#economy #oil #investing
- 5 days ago44 min
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 markets and the global economy.Watch David's last interview here: https://youtu.be/QjuThPhidXY*This video was recorded on September 14, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe 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 WOO: X: https://x.com/DavidwoounboundWebsite: https://www.davidwoounbound.com/David Woo Unbound YouTube: https://www.youtube.com/@DavidWooUnboundFOLLOW 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 - Intro.2:07 - $100 Oil, 5% Yields & Stock Market Risk5:47 - How High Could Oil Go?8:35 - China’s Oil Imports & Global Reserves13:16 - Oil Shock, Japan & Treasury Yields15:53 - Why Rising Yields Threaten the AI Boom21:09 - What Could Finally Break the Stock Market?32:39 - China Catches Up in the AI Race38:31 - 5.3% Yields, Fed Hike & the 1987 Crash Parallel#stocks #investing #economy
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