'Wakeup Call' To Shake Markets: One Sector Is About To Explode | Ranj Pillai

Fund Manager Who Called Rally Warns: The Great Rotation Is About To Begin | Thomas Hayes

Thomas Hayes, Managing Member of Great Hill Capital, explains why he believes the market’s crowded AI trade is nearing a pause, why the “everything trade” could soon rip higher, and where he is rotating capital as investors prepare for a major shift in leadership across stocks, bonds, and sectors.Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!*This video was recorded on June 2, 2026To 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 THOMAS HAYES: Hedge Fund Tips: www.hedgefundtips.com Podcast: https://www.hedgefundtips.com/category/podcast/YouTube: https://www.youtube.com/c/HedgeFundTips/videosTwitter (@HedgeFundTips): https://x.com/HedgeFundTipsTikTok (@officialhedgefundtips): https://www.tiktok.com/@officialhedgefundtipsFOLLOW 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 - Intro2:50 - AI trade dominating 4:45 - Tech IPOs9:05 - Google selling stock to fund AI11:57 - Bernie Sanders and AI stocks 17:24 - Labor market and the Fed22:48 - If Strait of Hormuz is permanently closed26:30 - Inflation expectations 28:10 - Rotating out of tech 31:20 - Sectors that will outperform 35:40 - Overvalued names#stocks #ai #investing

The 'Inflation Genie' Is Loose, Warns Economist; Who Pays The Price? | 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 state of the US economy, the effects of the Iran war on global prices, government deficits, and tax policy.Watch Prof. Hanke's last interview: https://youtu.be/cb_V0JeS4Y4*This video was recorded on June 1, 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 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.2:08 - Iran, Hormuz and the commodity squeeze7:55 - Higher prices in North America and inflation16:14 - Consumer credit and spending19:51 - Canada25:01 - Global growth and the path to peace29:01 - Deficits, yields, and the bond market38:53 - Taxes#economy #investing #inflation

Next Mega Selloff Trigger Revealed, And It's Not What You Think | Marko Papic

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Marko Papic, Chief GeoMacro Strategist, GeoMacro Strategy at BCA Research, discuss the technology sector, the global semiconductor supply chain, the conflict in the Middle East, and how investors might position themselves for a more multipolar world.*This video was recorded on June 1, 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 MARKO PAPIC:X: https://x.com/Geo_papicBCA Research: https://www.bcaresearch.com/Geopolitical Cousins podcast: https://podcasts.apple.com/us/podcast/geopolitical-cousins/id1802258017FOLLOW 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.1:45 - NVidia, Taiwan, and chip vulnerabilities8:40 - IPOs and the S&P 50015:58 - Strait of Hormuz and oil21:36 - Replacing the Strait with pipelines23:10 - Investing in a multipolar world26:00 - Where America leads#geopolitics #investing #economy

‘The Safest Bet In The World’: Mayor Says Capital Is Flooding Into Miami | Steven Meiner

Start earning interest in gold: https://Monetary-Metals.com/Lin Steven Meiner, Mayor of Miami Beach, Florida, discusses why businesses are moving to his city and how his emphasis on safety, low taxes, and light regulation guides his approach to governing.*This video was recorded on May 7, 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 STEVEN MEINER:Website: https://www.stevenmeiner.com/X: https://x.com/StevenMeinerMiami Beach website: https://www.miamibeachfl.gov/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.0:50 - Why Miami Beach?5:12 - The wealth gap, jobs, taxes9:55 - The mayor’s background and moving finance from New York17:31 - Challenges, living costs, and infrastructure22:37 - Drug policy and tax philosophy27:55 - Education, AI, and reflections#investing #miami #florida

‘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