The David Lin Report

• Will Fed Cut Rates By 3%? Is Massive Inflation Returning? Economist Steve Hanke Answers

  Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offSteve Hanke, Professor of Applied Economics at Johns Hopkins University, criticizes Trump and Fed Chairman Powell for their flawed focus on interest rates over money supply, blames the Fed for exacerbating income inequality, and argues that tariffs cause temporary price blips while money supply drives long-term inflation trends.*This video was recorded on July 16, 2025.Subscribe 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/TLTHCFOLLOW 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 [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:19 - Inflation6:22 - PPI vs. CPI long term trends8:20 - CPI analysis10:43 - Tariff talk14:02 - Measuring tradeables and untradeables18:07 - Fed Reserve and Trump feud22:16 - Inflation and money supply26:42 - What happens when Fed stops tightening?29:30 - “Making Money Work”38:16 - The Fed’s role in COVID era policy41:37 - What is wrong with our financial systems that need rewriting?44:13 - Why save money, if it is created?#economy #investing #inflation

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• 'Beginning Of The End' Of Bull Run: Here's What's Next For Stocks, Bitcoin | Gareth Soloway

  Remove your personal information from the web at https://joindeleteme.com/DAVIDLIN, use code DAVIDLIN for 20% offGareth Soloway, Chief Market Strategist at Verified Investing, analyzes the latest CPI inflation data and warns that despite Bitcoin reaching $121,000 and stocks hitting new all-time highs, technical indicators suggest markets are approaching a dangerous "beginning of the end" phase that could trigger significant pullbacks across all risk assets.Watch David’s previous interview with Gareth: https://www.youtube.com/watch?v=G3-2z1wnOqw*This video was recorded on July 15, 2025.Subscribe 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 GARETH SOLOWAY:X (@Garethsoloway): https://x.com/GarethSolowayX (@InvestVerified): https://x.com/InvestVerifiedVerified Investing website: https://verifiedinvesting.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 [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.#stocks #investing #trading

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• Rick Rule: Dollar Purchasing Power To Decline ‘75%’ Over Next Decade

  For more information on First Mining Gold (TSX: FF | OTCQX: FFMGF), check out their website: https://firstmininggold.com/Rick Rule, Founder and CEO of Rule Investment Media, argues that the dollar’s purchasing power is eroding—signaling 1970s-style stagflation—so he’s betting on gold, select miners, and undervalued Canadian energy over “slaughterhouse” bonds, while prepping the launch of his high-interest, gold-friendly Battle Bank.Watch David's previous interview with Rick: https://www.youtube.com/watch?v=fo4jGSk-xoE*This video was recorded on July 15, 2025.Subscribe 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 RICK RULE: Rule Investment Media: https://ruleinvestmentmedia.com/Twitter (@RealRickRule): https://twitter.com/RealRickRuleYouTube: https://www.youtube.com/@RuleInvestmentMediaFOLLOW 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 [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.0:56 - Tuesday’s CPI report4:25 - Impact on dollar6:08 - Gold12:30 - The “everything” rally15:18 - Finding value in trades22:42 - Gold bull run analysis28:20 - Silver and gold correlation29:48 - Copper31:41 - Long term commodities33:49 - What would Rick like to see Canada do?36:08 - Banking 38:05 - Battle Bank40:19 - Profitability of the bank41:45 - Lessons for a new bank#economy #investing #gold

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• Market Collapse Or Melt-Up Next? These Investors Called New Highs, Here's Their Outlook

  Watch the full length interviews of all the guests mentioned in this video:Thomas Hayes (July 2, 2025): https://www.youtube.com/watch?v=w5diniDqRLA Thomas Hayes (May 6, 2025): https://www.youtube.com/watch?v=A32IeymUr7M Matthew Sigel (April 14, 2025): https://youtu.be/If99jfM_XFA?feature=sharedJan Van Eck (June 4, 2025): https://youtu.be/Q15pCw29I1M?feature=sharedMike McGlone (December 12, 2024): https://youtu.be/RdpedcxdfFg?feature=sharedMike Lee (May 15, 2025): https://youtu.be/4uHt6m60UoA?feature=sharedMike Lee (July 9, 2025): https://youtu.be/U6YybLIpunU?si=Iy8KEC7yw_ZtLYd8James Seyffart (May 11, 2025): https://youtu.be/4HNwZuH-6zQ?feature=sharedEd Yardeni (June 21, 2024): https://youtu.be/X_R8YV4x8rI?feature=sharedEd Yardeni (November 10, 2024): https://youtu.be/2Ygypx937tw?feature=sharedBen Cowen (July 7, 2025): https://youtu.be/8-Hu9eUpFn0?feature=sharedChris Vermeulen (June 25, 2025): https://www.youtube.com/watch?v=DNaPbeSy8owArthur Hayes (June 16, 2025): https://youtu.be/AH7TIPRKGZw?feature=shared*This video was recorded on July 11, 2025Subscribe 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 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 [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - S&P 500 hit new highs3:35 - Thomas Hayes7:23 - Bitcoin hit new highs10:23 - Matthew Sigel13:29 - Jan Van Eck18:19 - Mike McGlone24:42 - Mike Lee27:20 - James Seyffart32:30 - Ed Yardeni36:18 - Benjamin Cowen39:27 - Chris Vermeulen 43:44 - Arthur Hayes#stocks #investing #bitcoin

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• Fund Manager: Yield Curve Flashed A Major Warning | David Sherman

  David Sherman, Founder and CIO of CrossingBridge Advisors, discusses high valuations in equities and real estate, tight bond spreads, and recession risks, predicting a steeper yield curve with lower short-term rates and potential dollar devaluation due to Fed policies and tariff impacts.*This video was recorded on July 11, 2025.Subscribe 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 SHERMAN:X (@shermancbfunds): https://x.com/ShermanCBFundsCrossingBridge Advisors Website: https://www.crossingbridgefunds.com/X (@CBfunds): https://x.com/CBfundsFOLLOW 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 [email protected]*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro.1:32 - Bond market reaction to tariffs3:07 - Bond yields outlook5:33 - How to position during yield curve steepening?9:48 - Yield curve analysis15:00 - Fed independence and rate cuts21:32 - David’s experience in crashes27:24 - Yield advantages long and short29:30 - SPACs36:54 - Convertible bonds and Bitcoin#economy #investing #bonds

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