The David Lin Report

‘There Is A 100% Certainty’ Bonds Won’t Save Your Retirement Warns Strategist | John D’Agostino

🔒 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/1571482669John D'Agostino, Head of Strategy: Institutional at Coinbase, discusses crypto market structure, stable coins, tokenization, prediction markets, and the role of artificial intelligence in modern finance.*This video was recorded on May 5, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 JOHN D'AGOSTINO:X: https://x.com/johnjdagostinoCoinbase X: https://x.com/coinbaseCoinbase website: https://www.coinbase.com/Children's Financial Network: https://fintech.tv/tag/dalia-dagostino/FOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@TheBonnieChang): https://x.com/TheBonnieChangInstagram: https://www.instagram.com/bonnieblockchainTikTok: https://www.tiktok.com/@bonnieblockchainFOLLOW 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.0:45 - Market structure bill3:54 - Stablecoins6:13 - Yield, profits and the bigger pie12:32 - 60/40 portfolio and retirement risk16:07 - Tokenization, real estate, and asset bubbles23:17 - AI, power, and the picks and shovels thesis30:09 - Prediction markets39:06 - Teaching kids financial literacy #investing #stocks #crypto

$16 Trillion Spending Shock Is Here; Investor Says Watch These 3 Sectors | Jay Pelosky

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jay Pelosky, Founder of TPW Advisory, discusses his global macro framework and explains how spending across three major world regions is reshaping the way investors should think about markets.*This video was recorded on May 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 JAY PELOSKY:X: https://x.com/jaypeloskyWebsite: https://pelosky.com/"The Tri Polar World" Substack: https://jaypelosky.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 - Intro.2:07 - Markets shrug off Iran War and oil spike5:31 - Three decades of Wall Street investing themes13:00 - What could derail the bull thesis17:00 - End of the bond bull market?19:49 - Commodities and the 60/40 portfolio22:22 - Global central banks face hiking cycle28:01 - The Tripolar World Framework29:31 - Foreign governments dump US treasuries#Stocks #economy #investing

'Generational' Reckoning: Economy Collapses If Resource Crisis Continues | Brian Paes-Braga

Brian Paes-Braga, Founder, Chairman & CEO of The Metals Royalty Co. (NASDAQ: TMCR), discusses the case for American mineral independence and explains how royalty financing supports a generational shift in the mining sector.Learn more about The Metals Royalty Co. here: https://www.themetalsroyaltyco.com/*This video was recorded on May 23, 2026 and is sponsored by The Metals Royalty Co.(NASDAQ: TMCR).To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 BRIAN PAES-BRAGA:X: https://x.com/bpaesbragaTMCR Website: https://www.themetalsroyaltyco.com/Brian's website: https://www.brianpaesbraga.com/TMCR's X: https://x.com/metalsroyaltycoFOLLOW 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.0:47 - Critical sectors and this American era6:16 - Enough minerals in the US?12:26 - Building a metals royalty platform14:00 - The Minnesota iron ore acquisition21:09 - Why royalty models outperform mining operators24:29 - Inside the deep sea project34:54 - The road ahead#security #mining #investing

Bitcoin In 'Midcycle Reset', CEO Reveals What History Says Comes Next | Norma Chu

🔒 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/1571482669Norma Chu, Founder, Chairwoman and CEO of DDC Enterprise Limited, discusses her career path, her company's Bitcoin treasury approach, and the lessons she has drawn from years as a founder.*This video was recorded on May 19, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 NORMA CHU:X: https://x.com/ddcnormaDDC's Website: https://www.ddc.xyz/LinkedIn: https://www.linkedin.com/in/normachu/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.1:44 - From equity research to Bitcoin treasury4:52 - Bitcoin thesis and sell discipline8:43 - Balance sheet and capital markets strategy17:19 - Current Bitcoin cycle23:55 - Modeling DDC and forward targets28:55 - MNAV, gold, and stablecoins37:37 - AI tools for treasury management43:12 - The entrepreneur’s playbook#investing #bitcoin #crypto

Market Crash In 2026? Chief Economist Reveals A New 3-Year Cycle | Anna Wong

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Anna Wong, Chief U.S. Economist of Bloomberg Economics, discusses the state of the US economy, the AI investment cycle, fiscal tailwinds, and the forces shaping inflation, the Federal Reserve, and markets at all-time highs.Watch Anna's last interview: https://youtu.be/_U8tG_z2YvA*This video was recorded on May 22, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 ANNA WONG:X (@AnnaEconomist): https://twitter.com/AnnaEconomistFOLLOW 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.2:18 - Anna’s economic outlook10:47 - Inflation outlook and Fed policy14:28 - Why markets recovered from the Iran shock#investing #economy #stocks