The David Lin Report

Watch the full length interviews of all the guests mentioned in this video:Thomas Hayes (July 2, 2025): https://www.youtube.com/watch?v=w5diniDqRLA Thomas Hayes (May 6, 2025): https://www.youtube.com/watch?v=A32IeymUr7M Matthew Sigel (April 14, 2025): https://youtu.be/If99jfM_XFA?feature=sharedJan Van Eck (June 4, 2025): https://youtu.be/Q15pCw29I1M?feature=sharedMike McGlone (December 12, 2024): https://youtu.be/RdpedcxdfFg?feature=sharedMike Lee (May 15, 2025): https://youtu.be/4uHt6m60UoA?feature=sharedMike Lee (July 9, 2025): https://youtu.be/U6YybLIpunU?si=Iy8KEC7yw_ZtLYd8James Seyffart (May 11, 2025): https://youtu.be/4HNwZuH-6zQ?feature=sharedEd Yardeni (June 21, 2024): https://youtu.be/X_R8YV4x8rI?feature=sharedEd Yardeni (November 10, 2024): https://youtu.be/2Ygypx937tw?feature=sharedBen Cowen (July 7, 2025): https://youtu.be/8-Hu9eUpFn0?feature=sharedChris Vermeulen (June 25, 2025): https://www.youtube.com/watch?v=DNaPbeSy8owArthur Hayes (June 16, 2025): https://youtu.be/AH7TIPRKGZw?feature=shared*This video was recorded on July 11, 2025Subscribe 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - S&P 500 hit new highs3:35 - Thomas Hayes7:23 - Bitcoin hit new highs10:23 - Matthew Sigel13:29 - Jan Van Eck18:19 - Mike McGlone24:42 - Mike Lee27:20 - James Seyffart32:30 - Ed Yardeni36:18 - Benjamin Cowen39:27 - Chris Vermeulen 43:44 - Arthur Hayes#stocks #investing #bitcoin

David Sherman, Founder and CIO of CrossingBridge Advisors, discusses high valuations in equities and real estate, tight bond spreads, and recession risks, predicting a steeper yield curve with lower short-term rates and potential dollar devaluation due to Fed policies and tariff impacts.*This video was recorded on July 11, 2025.Subscribe 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 SHERMAN:X (@shermancbfunds): https://x.com/ShermanCBFundsCrossingBridge Advisors Website: https://www.crossingbridgefunds.com/X (@CBfunds): https://x.com/CBfundsFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:32 - Bond market reaction to tariffs3:07 - Bond yields outlook5:33 - How to position during yield curve steepening?9:48 - Yield curve analysis15:00 - Fed independence and rate cuts21:32 - David’s experience in crashes27:24 - Yield advantages long and short29:30 - SPACs36:54 - Convertible bonds and Bitcoin#economy #investing #bonds

Commissioner Hester Peirce discusses the SEC's new crypto task force, advocating for clearer regulations, freedom-focused policies, and a balanced approach to innovation and investor protection in the evolving crypto landscape.Watch the Commissioner's last interview with David: https://www.youtube.com/watch?v=KC8L_-qIHpc*This video was recorded on May 29, 2025.Subscribe 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 COMMISSIONER HESTER PEIRCE:SEC Website: https://www.sec.gov/X (@SECGov): https://x.com/SECGovFOLLOW BONNIE BLOCKCHAIN: YouTube: https://www.youtube.com/@BonnieBlockchainX (@BlockBonnieC): https://x.com/BlockBonnieCInstagram: 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:01 - Story about freedoms3:07 - Genesis of crypto task force6:06 - Definitions and cross-government regulating13:27 - Balancing innovation with regulation16:13 - Staking programs18:25 - Most cryptos aren’t securities?21:22 - ETF offerings24:47 - Crypto story26:11 - Lawmaker guidance27:30 - Models from other countries#economy #crypto #bitcoin

Peter Grandich, Founder of Peter Grandich and Company with over 40 years of Wall Street experience, discusses copper's record-breaking rally following Trump's tariff announcement, his bullish outlook on precious metals and the commodity super cycle, and warns of an approaching "day of reckoning" from America's unsustainable debt crisis.Watch Peter's last interview with David: https://www.youtube.com/watch?v=GSITrQv33dMFor more information on Gladiator Metals (TSXV: GLAD; OTCQB: GDTRF), visit: https://www.gladiatormetals.com/ or find them on X (@gladiatormetals): https://x.com/GladiatorMetals *This video was recorded on July 10, 2025.Subscribe 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 PETER GRANDICH:Website: https://petergrandich.com/X (@PeterGrandich): https://x.com/PeterGrandichFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:32 - Copper and tariffs7:26 - Copper, inflation, and cycles11:27 - ‘Halfway’ mark analysis14:27 - Next melt-up?18:51 - Industrial growth and 1987 comparison21:30 - Mining stocks23:49 - Debt and other risks26:39 - Day of reckoning29:32 - What can be done?30:45 - Global fertility problem33:01 - Retirement discussion39:48 - Retirement advice42:48 - “People should not save”#economy #investing #gold

Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, warns that markets are entering a “golden age of fraud,” critiques Elon Musk’s proposed America Party and Tesla’s fundamentals, and outlines his disciplined value-investing methodology—highlighting last quarter’s winning picks and introducing Centene and Flower Foods as his new bargains.*This video was recorded on July 9, 2025.Subscribe 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 EMMANUEL LEMELSON:X (@lemelson): https://x.com/LemelsonLemelson Capital: https://lemelsoncapital.com/Amvona: https://amvona.com/Newsletter: https://lemelsoncapital.com/newsletter/Apple: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbllfV0UxVHl2M0xsWHJoNjFxSlpEeFhGaFhYd3xBQ3Jtc0tuQzYzanhDQ1lFRzVQekZHamhSX0lfaXRVM3NlX0tUQnpXTXZLMG53NmxlS3kxN3N2U1RiSnpkSW1yaVpCNVd6SWFselYzckNOaEdXcVRSLW9Sd0VFWGVSNGRTNVBoSldLYXVXdXZjM2J2d21ZNnktZw&q=https%3A%2F%2Fpodcasts.apple.com%2Fus%2Fpodcast%2Fthe-fr-emmanuel-lemelson-podcast%2Fid1738760054&v=V74H1ZVJ84cSpotify: https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbUVFZFJPRnlEV0plRWtDRDNlaEVHdm9teEhpUXxBQ3Jtc0tsMHA2T0NlZFdzT3NINFlFR0lrdGhYcDhOczR3SnJ0U3dtMXdPSzlxV3pEZFc5TTdKVUp1akNlRDN4cGpjdFFiRW9jb3E0LTc1V0FUSHBSc0pObzlBQlF2SkVoN0dSaEdsVHNjT1Z0VlF6and5TVF1bw&q=https%3A%2F%2Fopen.spotify.com%2Fshow%2F1iJukFtx9OvCgBOOwt2WXP%3Fsi%3D1c69f5dc5b49449b&v=V74H1ZVJ84cFOLLOW 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.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:25 - New political party7:33 - Musk’s presidential ambitions?9:52 - Tesla stock12:58 - How he picks stocks19:18 - Previous picks25:35 - Investment principles31:08 - Investment skills35:22 - New picks41:10 - Market psychology#stocks #investing #trading