The David Lin Report

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

39 min · 27. touko 2026
jakson $16 Trillion Spending Shock Is Here; Investor Says Watch These 3 Sectors | Jay Pelosky kansikuva

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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

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jakson MIT Professor: Historic Economic Shift Nears And 'Will Be Permanent' | Muriel Medard kansikuva

MIT Professor: Historic Economic Shift Nears And 'Will Be Permanent' | Muriel Medard

Start earning interest in gold: https://Monetary-Metals.com/Lin Muriel Medard, Co-Founder at Optimum and NEC Professor of Software Science & Engineering at MIT, explains how blockchain and artificial intelligence can work together and what skills will matter most as both technologies advance.Watch Muriel's last interview here: https://youtu.be/OlUcRg6JCT4*This video was recorded on May 6, 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 MURIEL MEDARD:X (@murielmedard): https://x.com/MurielMedardX (@get_optimum): https://x.com/get_optimumOptimum's website: https://www.getoptimum.xyz/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.0:55 - Can Blockchain complement AI?3:35 - AI and the future of jobs5:46 - Will AI make ledgers obsolete?9:04 - Quantum12:17 - Stablecoins and coding15:25 - Inside optimum19:41 - The future of information and human judgment#investing #technology #blockchain

Eilen26 min
jakson Miami Beach Mayor: Is Miami The Next NYC? Why Big Businesses Are Fleeing South | Steven Meiner kansikuva

Miami Beach Mayor: Is Miami The Next NYC? Why Big Businesses Are Fleeing South | 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

Eilen33 min
jakson Fund Manager Who Called Rally Warns: The Great Rotation Is About To Begin | Thomas Hayes kansikuva

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

Eilen38 min
jakson The 'Inflation Genie' Is Loose, Warns Economist; Who Pays The Price? | Steve Hanke kansikuva

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

2. kesä 202647 min
jakson Next Mega Selloff Trigger Revealed, And It's Not What You Think | Marko Papic kansikuva

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

2. kesä 202629 min