The David Lin Report

S&P 500 Has ‘No Chance’ As AI Mania Unravels, Warns Fund Manager | Bill Smead

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Bill Smead, Founder, CIO, Smead Capital Management, discuss the state of the stock market, the shift in the interest rate environment, and where he is looking for value today.Watch Bill's last interview: https://youtu.be/Dl0BFtRVeis*This video was recorded on June 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 SMEAD CAPITAL:Website: https://smeadcap.com/X (@SmeadCap): https://x.com/SmeadCapFOLLOW 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.1:48 - A new era of higher rates and Friday’s selloff4:54 - The AI capex boom7:16 - Echoes of past manias10:48 - SpaceX, IPOs, and tech valuations15:47 - Positioning, home ownership, and inflation22:24 - Energy and oil thesis27:38 - Gambling, passive investing, and index outlook33:47 - Financials, homebuilders, and long-term themes#investing #stocks #economy

The Next Economic Shock Has Already Started, Warns Economist Nomi Prins

Start earning interest in gold: https://Monetary-Metals.com/Lin Dr. Nomi Prins, best-selling author and geo-economist, discusses "the full supply chain disaster" that's unfolding and the assets that will benefit from it, as well as central bank policy, and the widening gap between Wall Street and everyday investors.Watch Dr. Prins' last interview: https://youtu.be/YpGPwR-OJ7A*This video was recorded on June 4, 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 NOMI PRINS:Nomi Prins: https://nomiprins.com/Substack: https://prinsights.substack.com/X (@nomiprins): https://x.com/nomiprins"Permanent Distortion: How the Financial Markets Abandoned the Real Economy Forever": https://rb.gy/3o0rw"Collusion: How Central Bankers Rigged the World": https://rb.gy/9lj0n"All The Presidents’ Bankers: The Hidden Alliances That Drive American Power": https://rb.gy/rdpnrFOLLOW 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 - Intro1:00 - Gold vs copper7:34 - Reduced tariffs10:47 - Permanent distortions caused by war17:21 - Crisis investing 22:30 - Silver 28:00 - Critical materials stockpiling 32:00 - Tungsten 34:22 - Fed hike 39:55 - Fed and supply shocks #investing #geopolitics #economy

Market ‘Exuberance Going To Die’; Investor Called This Pullback | Ran Neuner

Start earning interest in gold: https://Monetary-Metals.com/LinRan Neuner, Founder of Crypto Banter, discuss trading psychology, the current state of the crypto and equity markets, and the broader economic and geopolitical forces shaping where digital assets may head next.Watch Ran's last interview: https://youtu.be/VqXccaJb3IE*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 RAN NEUNER: Crypto Banter: https://www.youtube.com/@CryptoBanterGroupX (@cryptomanran): https://twitter.com/cryptomanranFOLLOW 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.0:40 - Trading psychology and going against the crowd3:30 - Crypto vs. equities bull run8:37 - Different cycle?12:32 - Saylor and Strategy20:01 - Altcoins, dominance, and the value investor case24:46 - Overheated markets, chips, and US-China#crypto #trading #investing

Short Stocks Now...Or Wait? Market Wizard’s Jack Schwager: 'Dangerous Level' Here

Start earning interest in gold: https://Monetary-Metals.com/LinJack Schwager, author of Market Wizards: The Next Generation, explains why the S&P 500 remains bullish despite extreme valuations, warns investors not to underestimate how far a market mania can run, and reveals how a new generation of traders turned tiny accounts into fortunes through risk management and adaptability.*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 JACK SCHWAGER:Twitter (@jackschwager): https://twitter.com/jackschwagerMarket Wizards: The Next Generation: https://www.amazon.ca/Market-Wizards-Generation-worlds-traders/dp/1804093637FOLLOW 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 - Intro1:40 - Melt-up or trap?8:53 - Geopolitical shocks 10:00 - Trading during tech bubble14:50 - Risk management16:40 - Consensus trades 19:00 - Trading strategies across generations 25:00 - Biggest trading themes now 28:20 - Market efficiency and beating markets38:25 - Turning small accounts into millions 45:50 - Successful exit strategies 50:00 - Market Wizards: The Next Generation 53:30 - AI bot trading#stocks #trading #investing

Stocks Could Go ‘Absolutely Ludicrous’ Before The Next Correction | Chris Vermeulen

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Chris Vermeulen, Chief Market Strategist at The Technical Traders, explains how he reads price action and manages risk across stocks, the dollar, gold, Bitcoin, and oil during a period of sector rotation in the markets.Watch Chris' last interview: https://youtu.be/CiRT-1ul0OM*This video was recorded on June 4, 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 CHRIS VERMEULEN:The Technical Traders: https://thetechnicaltraders.com/?am_id=david8420YouTube channel: https://www.youtube.com/@UCenLy4V5NgxEz7pwosA9hiw X (@TheTechTraders): https://x.com/TheTechTraders 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.1:32 - Rotation7:01 - Risk management10:50 - Upside level12:02 - Rally end trigger?14:27 - Dollar and S&P odds19:36 - Momentum23:30 - Gold and Bitcoin29:38 - Oil and gas prices33:09 - Canada#stocks #trading #investing