The David Lin Report

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

38 min · 3 jun 2026
aflevering Fund Manager Who Called Rally Warns: The Great Rotation Is About To Begin | Thomas Hayes artwork

Beschrijving

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

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aflevering Is Gold About To Crash 50%? 2012 Repeat Pattern Explained | Gary Wagner artwork

Is Gold About To Crash 50%? 2012 Repeat Pattern Explained | Gary Wagner

Start earning interest in gold: https://Monetary-Metals.com/LinGary Wagner, Editor of TheGoldForecast.com, examines the technical picture alongside the roles that interest rates, inflation, the Iran conflict, and central bank demand are playing across the precious metals market.Watch Gary's last interview: https://youtu.be/j4LJ6O1Tdfg*This video was recorded on June 16, 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 GARY WAGNER:Use Code LIN for 30% off:The Gold Forecast: https://thegoldforecast.com/pricingX (@garyswagner): https://x.com/garyswagnerYouTube: https://www.youtube.com/@ThegoldforecastFOLLOW 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 - Introduction0:14 - Is Gold Repeating Its 2012 Crash?6:50 - Comparing Gold's Past Bull Cycles11:04 - Why Central Banks Are Buying Gold13:11 - The Fed, Interest Rates, And Rate Hike Odds19:36 - Why Gold Defied War And Inflation23:09 - Is Gold A Buy At These Levels?27:30 - The Silver Outlook31:16 - What Would Change The Fed's Mind#gold #silver #investing

Gisteren36 min
aflevering Will Fed Crash Markets? Economist Reveals New Chair’s Gameplan | David Rosenberg artwork

Will Fed Crash Markets? Economist Reveals New Chair’s Gameplan | David Rosenberg

Get started with Webull today: https://www.webull.ca/k/TheDavidLinReportDavid Rosenberg, President of Rosenberg Research & Associates, assesses the state of the Canadian and US economies, covering inflation, the labor market, central bank policy, and the bond market. *This video was recorded on June 15, 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 DAVID ROSENBERG:Grab a Free Trail at Rosenberg Research: https://hub.rosenbergresearch.com/free-trialRosenberg Research: https://www.rosenbergresearch.com/X (@EconguyRosie): https://x.com/EconguyRosieEmail: information@rosenbergresearch.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.1:21 - Iran memorandum4:54 - Bond yields8:23 - The Fed, Inflation, and the Labor Market16:36 - Consumer Spending and the K-Shaped Economy19:11 - Central Banks and Policy Mistakes27:57 - Canada: Debt, Taxes, and Tariffs37:07 - Bond Market and Equities Outlook#stocks #economy #investing

Gisteren41 min
aflevering ‘We’re In Trouble’: Trader Warns Interest Rates to Surge, Destory Stocks | Todd Horwitz artwork

‘We’re In Trouble’: Trader Warns Interest Rates to Surge, Destory Stocks | Todd Horwitz

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd Horwitz, Founder of BubbaTrading.com, discuss how he is reading the markets in the wake of the Iran deal, and the discipline behind separating short-term trading from long-term investing.*This video was recorded on June 15, 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 TODD HORWITZ: X (@Bubba_Trading): https://x.com/Bubba_TradingBubba Trading: https://go.bubbatrading.com/Bubba's Guide To Options Trading: BubbaTrading.com/ebookEmail: toddhorwitz@hotmail.comFOLLOW 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.1:33 - Economic trouble3:10 - Assets and direction7:15 - S&P 500 at 8,0008:59 - Gold and peace rally14:24 - Gas prices, energy, Hormuz17:16 - Trading philosophy20:27 - SpaceX25:27 - Gold, Silver27:12 - Trading mistakes29:40 - Warsh#investing #trading #stocks

16 jun 202635 min
aflevering The Economy's Biggest Warning Signs That Everyone's Missing | Adrian Day artwork

The Economy's Biggest Warning Signs That Everyone's Missing | Adrian Day

Start earning interest in gold: https://Monetary-Metals.com/LinAdrian Day, President of Adrian Day Asset Management, assesses the recent slide in precious metals alongside fresh inflation and jobs data, the path of oil prices, central bank policy, and stretched equity valuations.Watch Adrian's last interview with David: https://youtu.be/vIx041_xucQ*This video was recorded on June 12, 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 ADRIAN DAY: Adrian Day Asset Management: https://adriandayassetmanagement.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.0:28 - Inflation and a Closer Look at the Jobs Report5:18 - Can the Economy Absorb Higher Oil?8:30 - China, Oil Supply, and Energy Security12:38 - Central Banks and the Oil-Recession Link15:33 - Core Inflation and the Fed 20:07 - Gold, the Dollar, and the Central Bank Bid24:28 - Why War Moves Gold29:24 - Miners, Market Froth, and Going Global #gold #investing #economy

15 jun 202640 min
aflevering SpaceX IPO: Will The Stock Skyrocket Or Crash? | Jay Singh artwork

SpaceX IPO: Will The Stock Skyrocket Or Crash? | Jay Singh

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jay Singh, Founder of Special Situations Research and former Portfolio Manager at Goldman Sachs, examines the SpaceX public offering, walk through how large IPOs are priced and traded, and survey the wider IPO and AI investment boom along with several market situations Singh is watching. Watch Jay's last interview: https://youtu.be/kz3H3Sxt-8w*This video was recorded on June 9, 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 SINGH:Special Situations Research Newsletter: https://www.specialsitsresearch.com/X (@SpecialSitsNews): https://x.com/SpecialSitsNewsFOLLOW 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.2:56 - The IPO Boom and Market Top Fears7:36 - SpaceX IPO Details and Retail Access12:15 - Past Tech IPOs and the Six-Month Lockup16:22- Inside SpaceX's Financials and AI Pivot19:57 - How the IPO Is Priced and Underwritten26:00 - Oversubscription and SpaceX's Valuation35:43 - Is the AI Trade Sustainable?44:30 - Merger Talk and Special Situations #stocks #spacex #investing

15 jun 20261 h 0 min