The David Lin Report

The David Lin Report

Podcast by The David Lin Report

Welcome to The David Lin Report! I’ll be reporting on the most impactful market-moving events, as well as interviewing experts in finance, economics, ...

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309 episodes
episode Analyst Called $100k Bitcoin, Now Warns Of ‘Severe Deflation’ In 2025 | Mike McGlone artwork
Analyst Called $100k Bitcoin, Now Warns Of ‘Severe Deflation’ In 2025 | Mike McGlone

Enjoy 10% OFF on all Hoverpens and free shipping to most countries with code DAVIDLIN: North America / UK / Australia / International: https://bit.ly/davidlin_novium EU: https://bit.ly/davidlin_noviumeu Mike McGlone, Senior Commodity Strategist at Bloomberg Intelligence, discusses the outlook for Bitcoin, stocks, commodities, and inflation for 2025. *This video was recorded on December 11, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW MIKE MCGLONE: Twitter (@mikemcglone11): https://twitter.com/mikemcglone11 LinkedIn: https://www.linkedin.com/in/mike-mcglone-a8442513/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@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 - Inflation 3:00 - New market trends 5:04 - $100k Bitcoin 12:40 - U.S. economy vs peers 15:11 - Bitcoin vs. gold 17:18 - Bitcoin vs. stocks 21:49 - Recession and markets 24:00 - Free trade vs. tariffs 25:30 - Market correction in 2025 26:50 - Copper 31:28 - Gold 35:26 - Silver #economy #investing #stocks

13. dec. 2024 - 37 min
episode ‘Catastrophic Problem’ In Housing: Canada's Real Estate In Big Trouble | Ron Butler artwork
‘Catastrophic Problem’ In Housing: Canada's Real Estate In Big Trouble | Ron Butler

Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, and use code DAVIDLIN for 20% off Ron Butler, Principal Mortgage Broker at Butler Mortgage and Host of The Angry Mortgage podcast, discusses the outlook for the Canadian real estate market. *This video was recorded on December 9, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report RON BUTLER: Butler Mortgage: https://www.butlermortgage.ca/ Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-Xg X (@ronmortgageguy): https://x.com/ronmortgageguy FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@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 1:27 - Will Canada become U.S. state? 2:52 - Trade wars and Canada 3:48 - Canadian economy outlook 4:27 - Catastrophic problem in Toronto 8:28 - Canada’s housing index 12:00 - Foreign buyers’ taxes 13:11 - Immigration and housing demand 14:40 - Outlook for housing 15:45 - Housing market disparity in Canada 19:00 - Canadian banks 20:13 - Mortgage rates 21:42 - Bank of Canada 24:25 - AirBnb crackdown 26:17 - Toronto’s bubble 29:00 - Downpayment rules changed

Yesterday - 31 min
episode ‘Unbelievably Nasty Downturn’ In Q1: Gareth Soloway Best And Worst Assets Of 2025 artwork
‘Unbelievably Nasty Downturn’ In Q1: Gareth Soloway Best And Worst Assets Of 2025

Try Rocket Money for free: https://RocketMoney.com/DavidLin Gareth Soloway, Chief Market Strategist of Verified Investing, updates his outlook for Bitcoin after it reaches $100k, stocks, gold, the economy, and the asset he's most bullish on for 2025. Watch Gareth's last interview with me: https://youtu.be/mFkMqVduIS4?si=OVjBFQhVpl1mqOF7 *This video was recorded on December 11, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW GARETH SOLOWAY: Verified Investing: https://www.verifiedinvesting.com/ Twitter (@GarethSoloway): https://twitter.com/GarethSoloway FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@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 1:20 - 2.7% inflation release 5:11 - Stocks 11:35 - Housing 13:50 - Bitcoin 24:00 - Bitcoin vs. Stocks 27:55 - “Stock valuations are insane” 30:00 - Recession outlook 31:20 - China stocks 35:00 - Precious metals 37:46 - What has surprised Gareth 40:00 - Valuations are in a bubble

11. dec. 2024 - 42 min
episode Markets At ‘Scary’ Levels: The One Sector That Has 'Deep Value' | Fr. Emmanuel Lemelson artwork
Markets At ‘Scary’ Levels: The One Sector That Has 'Deep Value' | Fr. Emmanuel Lemelson

Fr. Emmanuel Lemelson, CIO of Lemelson Capital Management, discusses the best deep value sectors of 2025. *This video was recorded on December 6, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW EMMANUEL LEMELSON: Lemelson Capital: https://lemelsoncapital.com/ Amvona: https://amvona.com/ Newsletter: https://lemelsoncapital.com/newsletter/ Apple — https://podcasts.apple.com/us/podcast/the-fr-emmanuel-lemelson-podcast/id1738760054 Spotify — https://open.spotify.com/show/1iJukFtx9OvCgBOOwt2WXP?si=1c69f5dc5b49449b https://youtube.com/@Lemelson https://twitter.com/Lemelson https://facebook.com/lemelson/ https://tiktok.com/@fr_emmanuel_lemelson https://instagram.com/lemelson/ https://www.linkedin.com/in/emmanuellemelson/ https://rumble.com/user/FrEmmanuelLemelson FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@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 0:45 - Labor market and economy 3:48 - Deep value 8:11 - Retail sector 13:15 - AI-rally risks “correction” 15:23 - How to analyze financial statements 21:08 - The “myth of diversification” 22:30 - Tech valuation metrics 26:35 - Dave Sacks as “AI and crypto Czar” 30:29 - Peter Navarro as trade advisor 32:16 - Tariffs and recession 34:30 - Faith and investing 36:05 - Common investing mistakes #economy #investing #stocks

11. dec. 2024 - 38 min
episode China Bans Critical Minerals Export: Why The West’s Militaries Now In Danger | Scott Eldridge artwork
China Bans Critical Minerals Export: Why The West’s Militaries Now In Danger | Scott Eldridge

Scott Eldridge, CEO of Military Metals Corp. (CSE: MILI | OTC: MILIF), discusses the recent ban of critical minerals from China, and the impact on the defense and industrial sectors. *This video was recorded on December 5, 2024 and is sponsored by Military Metals Corp. Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW SCOTT ELDRIDGE: Military Metals Corp.: https://www.militarymetalscorp.com/ X (@MilitaryMetals): https://x.com/MilitaryMetals FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@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 - China bans critical minerals exports 4:42- Uses of antimony 6:15 - Critical miners independence 8:30 - Antimony and gold 9:00 - Antimony price performance 12:05 - Demand growth for antimony 13:23 - Antimony mining 14:45 - Critical Raw Materials Act 20:12 - Slovakia’s Trojarova property 26:00 - Canadaa’s West Gore project 29:00 - Military Metals Corp stock price 32:45 - Share structure of MILI 33:50 - Scott Eldridge’s background

09. dec. 2024 - 36 min
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