The David Lin Report

Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, examines the indicators suggesting an impending global recession, arguing that gold outperformance versus silver signals economic contraction while predicting continued stock market weakness and potential deflation despite short-term inflationary pressures from tariffs.Mike’s last interview on "The David Lin Report":   • ‘Severe Deflation’, Correction In 202...   [https://www.youtube.com/watch?v=RdpedcxdfFg]*This video was recorded on April 28, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazhBS3hvV1hsLXczOGFGLUkydVptaGNYdXpEQXxBQ3Jtc0tuUl9TRTFzQjk3YVZlZk9QMTlWR2g1QjdzN2NZMnRuamtCR0VMeUthZl9UUUk5bmFMM0c5aDJpSC1yc0lLUWp4dU90N2c3XzFWbHRsSDFWaTB1ek9GaE04RTl0Q3ZQRmJhVUhCR01mXzNrV1BvODhMNA&q=https%3A%2F%2Ftickets.b.tc%2Fevent%2Fbitcoin-2025%3FpromoCodeTask%3Dapply%26promoCodeInput%3DDAVID&v=5WeIIofZ8nM]BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... 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[https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFR0d1Zid1N4UlJHVXlGa3VTMWJRUEh3ZDV2QXxBQ3Jtc0ttZlhvdHRjV0RBUS0zRUljb3ZFeU11aUtmcER3Ym5XTnRDenEwdG1xWEI1NElqRjlBYXo0VnhOSUNKQVp1UnZaQ2NYdXVWSHBFMkh5XzJvcHptOHI4TVFRSkV2WkxoVXBsVkI5N2txMkQwSExhOEg4MA&q=https%3A%2F%2Fpodcasters.spotify.com%2Fpod%2Fshow%2Fthe-david-lin-report&v=5WeIIofZ8nM]FOLLOW MIKE MCGLONE: Twitter (@mikemcglone11): https://x.com/mikemcglone11 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazNEQ1pPMzRxeFlrLURwclZrNElJRWpqc3B3Z3xBQ3Jtc0tseHhMWmJVMUo4U0g5Um9tRUxFQkx4MFgzTHlWYldVT0RVTm04UzJ3NFM1Tk4zV0JCRE5ad3ktSm9vMVIzYmhzS0FlZldGY3oyRFd5eHNwS2M3LXlUZ0thVzRtOUt0TGd1elNBUU1QZXdmUm8wX3pIYw&q=https%3A%2F%2Fx.com%2Fmikemcglone11&v=5WeIIofZ8nM]LinkedIn (@mike-mcglone-a8442513):   / mike-mcglone-a8442513   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0trb2xWSHF2cl9FV184QTY5cGVpcG15eWNhd3xBQ3Jtc0tsc2NEc0tid0ZSTUhHQTFzRk0zdEtpUmpXMnRPdG96ZkJWS1c1QVIxSktlbHRQNHpjcklhekFnRVp4MDhGNDR3NGNiejhRSFgzeHZhSEdpNWZFVzNJaUxDMzRzNkVVZlYxYmRscVdfU1FWdmtCOWZIbw&q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fmike-mcglone-a8442513&v=5WeIIofZ8nM]FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TV [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa0lZQWtVMHEtaUpsVS0wUzdoTHg4WE1CT19OZ3xBQ3Jtc0tsOG4zaDE5d3MyS0dJYWZxUDdFTnVuMlpFdXY5bEU3MlJFY3hkTWhhOGFZVmg1UXpNMHRESmMyZWNHUkFUN1pyNldZM05TR0l0T01sWl9WXzdLN3dFN2lUSFNpcTM1YVFzSnZQUHRLVzc3LWtobGlDOA&q=https%3A%2F%2Fx.com%2Fdavidlin_TV&v=5WeIIofZ8nM]TikTok (@davidlin_TV):   / davidlin_tv   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWZFMHBXMnBfM3JWUmprdjRIMWt0T01KQWZ5d3xBQ3Jtc0ttOEZlZEtOWlZDRGlyREM2Y3BUMm5nV29BSGF0UWJ2b0EzRHlCNXFRUWFuS3hPc0pQYnc3cktnVW1zQkJUTmZJQzhwcG5HNkRodWRiMW8zZ1dibmlucFF1bkwtVWNXZUtGbGlRbXhndWdtTy1WSElObw&q=https%3A%2F%2Fwww.tiktok.com%2F%40davidlin_tv&v=5WeIIofZ8nM]Instagram (@davidlin_TV):   / davidlin_tv   [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2E4WUxhZHZLdi1yeGtubU5XcWZHbVFtczVXZ3xBQ3Jtc0trRVpqc0tsRXRmWk5iU2ZySGJoQ0J5clcwWmpuOHJtRWx2Q09kOUxaWC1xWVhXTTdrQ0lZd1pUVGZGSmxLLXdmTVNVZWxKZy1sTG13SGJEdHhJc3BzWnpieHdBQk92UGlLTWdpNjdwNWw2U2ttTHRhRQ&q=https%3A%2F%2Fwww.instagram.com%2Fdavidlin_tv%2F&v=5WeIIofZ8nM]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 [https://www.youtube.com/watch?v=5WeIIofZ8nM] – Intro.1:02 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=62s] – Inflation expectations3:05 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=185s] – Tariff impact8:21 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=501s] – Market indicators12:34 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=754s] – Phillips Curve breakdown14:11 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=851s] – Gold/silver cross18:26 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=1106s] – Metals forecast20:51 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=1251s] – Front-running recession24:34 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=1474s] – Gold/Bitcoin28:20 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=1700s] – Bullish assets30:22 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=1822s] - Bitcoin34:10 [https://www.youtube.com/watch?v=5WeIIofZ8nM&t=2050s] – DXY and Oil#investing [https://www.youtube.com/hashtag/investing] #economy [https://www.youtube.com/hashtag/economy] #bitcoin [https://www.youtube.com/hashtag/bitcoin]

Sign up to Coinbase today and get up to $200 for your first trade using my referral link: https://coinbase-consumer.sjv.io/c/61... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGd5Q2ZnY2FiSmpJT2ZOU3BVVmNDdDhPeEVId3xBQ3Jtc0ttekJhYVQ5M3pGZmxSWEZjbUY5S2pqQ3d4YnJkd2VzVFVaQWZmZlFkX2VrQmQyeDdMUjJnWjNhdDh4ZURKRUcyTThEYndGMkdqdmVpQWV5RHFEb29wTlVEUkRYYjVzalpBLWtETUZXLUdtYWs5aGt0MA&q=https%3A%2F%2Fcoinbase-consumer.sjv.io%2Fc%2F6180453%2F2176730%2F9251&v=LKrjUqSH-hw]Eric Peters, Founder, CEO, and CIO of One River Asset Management, discusses the economic impact of European militarization, investment strategies for uncertain markets, institutional adoption of digital assets, and the future integration of traditional finance with blockchain technology.*This video was recorded on March 18, 2025. Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-20... 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The channel is not responsible for the performance of sponsors and affiliates.0:00 [https://www.youtube.com/watch?v=LKrjUqSH-hw] – Intro0:54 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=54s] – Fiscal policy3:06 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=186s] – Economic growth rates3:34 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=214s] – Investment strategy5:55 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=355s] – Bitcoin price prediction10:18 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=618s] – Ethereum 12:55 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=775s] – Market volatility15:38 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=938s] – Four-year cycle17:10 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=1030s] – Crypto rotation 19:27 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=1167s] – Project diamond22:50 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=1370s] – Proof of ownership23:50 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=1430s] – Efficient market hypothesis26:47 [https://www.youtube.com/watch?v=LKrjUqSH-hw&t=1607s] – Institutional misunderstanding#investing [https://www.youtube.com/hashtag/investing] #crypto [https://www.youtube.com/hashtag/crypto] #economy [https://www.youtube.com/hashtag/economy]

Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discusses global tensions, the potential dissolution of NATO, and how Trump's nationalist policies align with the 80-year historical cycle of societal transformation currently underway.*This video was recorded on April 25, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-20... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWJXZk5DeE9JNlBONllISVJoT2FHUXJYTERQQXxBQ3Jtc0tsbEtZVEhyLXAxd2dzb2FWM2FRM00xY1JjTkpFcDZ4TzYzVW9USHB4eXFYYUZnZk5PYmxmMUFHOW1PT3Z4bnpIck5LMmg3SS05cGJ3WWhhTTQ2Y3B6TFp5SmpLOXJYbG04QWxnNzl4c2hCS0Y3VVdIUQ&q=https%3A%2F%2Ftickets.b.tc%2Fevent%2Fbitcoin-2025%3FpromoCodeTask%3Dapply%26promoCodeInput%3DDAVID&v=CfeVVXozsFo]BitcoinAsia: https://tickets.b.tc/event/bitcoin-as... 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The channel is not responsible for the performance of sponsors and affiliates.0:00 [https://www.youtube.com/watch?v=CfeVVXozsFo] – Intro1:14 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=74s] – A dangerous moment4:16 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=256s] – New world9:30 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=570s] – Trump and Countertrends13:54 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=834s] – Global conservatism?15:44 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=944s] - Ukraine and Russia20:13 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=1213s] - NATO23:00 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=1380s] – Tariffs and chaos24:30 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=1470s] – Nuclear conflict28:25 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=1705s] – Fourth Turning and the economy34:23 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2063s] – Investor advice35:15 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2115s] – Tariff resilience36:44 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2204s] - China38:01 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2281s] – Power of the dollar42:55 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2575s] – Buying opportunity45:18 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2718s] – Generational cycles46:53 [https://www.youtube.com/watch?v=CfeVVXozsFo&t=2813s] – Steering capital#economy [https://www.youtube.com/hashtag/economy] #politics [https://www.youtube.com/hashtag/politics] #investing [https://www.youtube.com/hashtag/investing]

Komal Sri-Kumar, President of Sri-Kumar Global Strategies, discusses the shifting dynamics of global markets under an investment regime of uncertainty. *This video was recorded on April 23, 2025Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: B25:https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 KOMAL SRI-KUMAR:Substack: https://srikonomics.substack.com/X (@SriKGlobal): https://x.com/SriKGlobalFOLLOW 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 - Intro1:30 - Trump and the Fed6:00 - De-escalation of trade war? 9:46 - U.S. debt risk-free? 16:10 - Fed monetary policy 20:00 - Inflation during trade war 24:00 - Safe haven assets 32:30 - U.S. dollar 35:00 - Asset allocation #economy #tradewar #stocks

Peter Grandich, founder of Peter Grandich and Company with over 40 years of Wall Street experience, examines gold's emerging role in the global monetary system while warning of stagflation, predicting gold prices could reach $5,000, and expressing bearish sentiment toward U.S. equities, bonds, and cryptocurrencies.*This video was recorded on April 23, 2025.Use my promo codes to get a 10% discount on BTC Vegas (May 27-29), the world's biggest Bitcoin conference:BTC Vegas 2025: https://tickets.b.tc/event/bitcoin-2025?promoCodeTask=apply&promoCodeInput=DAVIDBitcoinAsia: https://tickets.b.tc/event/bitcoin-asia-2025?promoCodeTask=apply&promoCodeInput=DAVIDSubscribe 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 – Intro0:44 – Market surprises2:43 – Trade war5:04 – US Dollar7:11 – Dollar substitutes8:42 – Gold forecast11:06 – Central banks still buying12:29 – Gold producers15:38 – Silver18:46 – Copper22:23 – Stagflation24:21 – Treasuries26:31 – Panic strategy30:30 – Mental tolerance32:37 – Hedge assets34:37 – Bearish on crypto#economy #investing #gold