The David Lin Report

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Chris Vermeulen, Chief Market Strategist at TheTechnicalTraders.com, discusses rising bond yields, the rotation out of technology stocks, downside risks for gold and silver, oil price targets, and why he expects a major housing market correction in Canada and the United States.Watch Chris' last interview with me: https://youtu.be/jN5eiidPGG4?si=qPjk5yNpGv39ynEi*This video was recorded on October 16, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 [email protected]: 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 - Market Crash Warning1:43 - Have Bond Yields Peaked?5:06 - The Great Market Rotation8:56 - Why He Sold Tech Stocks12:25 - Nasdaq's Critical Support14:41 - Buy And Hold Risks17:01 - When To Buy Stocks Again17:54 - Defensive Sector Outlook21:02 - Gold & Silver Price Targets22:29 - Oil To $120?24:11 - Buying The Dip26:31 - Housing Crash Warning30:02 - Vancouver Foreclosures Surge32:14 - When To Buy Real Estate#StockMarket #investing #trading

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669 Neil Howe, author of "The Fourth Turning" and Director of Demography at Hedgeye Risk Management, discuss rising geopolitical tensions, the risks facing the stock market and AI boom, inflation, and how investors can prepare for a period of economic and social upheaval.*This video was recorded on October 15, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 NEIL HOWE:Hedgeye website: https://app.hedgeye.com/X (@HoweGeneration): https://x.com/HoweGenerationSubstack: https://www.demographyunplugged.com/"How To Prepare For The End Of The World": https://www.simonandschuster.com/books/How-to-Prepare-for-the-End-of-the-World-(As-We-Know-It)/Neil-Howe/9781668210741FOLLOW 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 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.00:00 - Intro.09:01 – The Fourth Turning: Are We Near the Climax?13:54 – Warning Signs of a Historic Crisis17:32 – Iran War and the Threat of Global Conflict22:08 – AI, Warfare, and Nuclear Risks28:39 – Millennials and the Next Generation30:56 – Why Inflation Is Here to Stay38:54 – AI Bubble and Stock Market Warning Signs43:46 – Why Bonds Aren't Safe And How To Prepare#economy #politics #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Cameron Dawson, CIO of Newedge Wealth, discusses growing risks in the stock market, weakness in AI and semiconductor stocks, rising bond yields, inflation, and the Federal Reserve's next moves.Watch Cameron's last interview with David: https://youtu.be/vQvBfmHqQ2A*This video was recorded on October 14, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 CAMERON DAWSON:X (@CameronDawson): https://x.com/CameronDawsonNewEdge Wealth: https://www.newedgewealth.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 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.00:00 - Intro02:19 - Semiconductor Selloff05:39 - Risks to the AI Trade08:41 - Stock Market Warning Signs11:12 - Credit Market Stress14:02 - AI Demand and Chip Margins20:22 - Inflation and Fed Rate Hikes28:28 - Have Bond Yields Peaked?35:14 - What Could Break Next?#stocks #investing #economy

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Peter Berezin, Chief Global Strategist and Director of Research at BCA Research, discusses the impact of the AI boom on stocks, bond yields, and the broader economy, along with oil prices, inflation, and emerging investment opportunities.Watch Peter's last interview with David: https://youtu.be/nQEWF3LYeBw*This video was recorded on October 12, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 BEREZIN:BCA Research: https://www.bcaresearch.comLinked-In: https://www.linkedin.com/in/peter-berezin-1289b87/X (@PeterBerezinBCA): https://x.com/PeterBerezinBCAFOLLOW 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 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.00:00 – Introduction00:37 – Why Consumers Are Struggling02:13 – Oil Prices and the Iran War09:07 – Why Bond Yields Are Rising14:40 – When to Buy Bonds16:27 – The Risk of an AI Bust21:16 – Is AI Another Dot-Com Bubble?26:44 – Warning Signs for Stocks32:24 – The Next Big Investment Opportunity#investing #economy #stocks

John Feneck, founder of Feneck Consulting, discusses stock market and real estate risks, China's dominance of critical minerals, America's push to rebuild domestic defense-metal supplies, and investment opportunities in tungsten and other strategic mining companies.*This video was recorded on October 8, 2026 and is disseminated on behalf of Greenland Mines (NASDAQ: GRML)Check out the company's presentation https://ir.greenlandmines.com/assets/uploads/2026/08/GRML-Corporate-Deck-August-2026_compressed.pdfCheck out the company's latest news https://ir.greenlandmines.com/press-releases/Check out the company's mining disclosures and reports https://greenlandmines.com/projects/skaergaard-site/ and https://greenlandmines.com/projects/sarfartoq-site/Check out the company’s Forward-Looking Statements and Important info https://www.goldstandardir.com/GRMLForward/Contact the company directly here: [email protected]"We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company and are paid advertisers. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. David Lin has been compensated four thousand five hundred dollars for video content, on behalf of Greenland Mines and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/GRML-233 For our full disclaimer, please visit: https://www.wallacehillpartners.com/policy. Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or constitute an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reading the companies' SEDAR and SEC filings, press releases, and risk disclosures."Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOHN FENECK:Watch John's last interview with me: https://youtu.be/oKhx0YrvoKc?si=yNyKBQv-Y1KPP37tWebsite & Newsletter: http://www.feneckconsulting.com Email: [email protected] X: https://x.com/FeneckConsultFacebook: https://www.facebook.com/FeneckConsultingLinkedIn: https://www.linkedin.com/in/john-feneck-26386a14/YouTube with Don Durrett: https://www.youtube.com/channel/UCvSciVjU7vUtsH6elYdUBxAFOLLOW 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]:00 - Stock Market Crash Warning2:18 - Fed & Rising Yields3:55 - How To Protect Wealth5:07 - Real Estate Warning Signs11:13 - U.S.-China Minerals War13:28 - Tungsten Supply Crisis15:36 - Critical Defense Metals18:20 - Global Military Spending20:15 - Can America Catch Up?24:07 - Government Mining Investments28:45 - Tungsten Investment Outlook30:14 - Avoiding Mining Stock Traps31:37 - Top Mining Stock Picks33:35 - Mining Management Red Flags

Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Gary Wagner, Editor of TheGoldForecast.com, discusses gold's recent correction, rising Treasury yields, Federal Reserve policy, and the technical outlook for gold and silver.Watch Gary's last interview: https://youtu.be/WKK0s_BIS3M*This video was recorded on October 8, 2026.Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 [email protected]: 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.00:00 - Intro.01:11 - Is Gold Showing Bullish Signs?03:11 - Gold's Key Support and Resistance05:50 - How Rising Yields Affect Gold08:08 - Inflation, Oil and Fed Rate Hikes10:19 - How Much Further Could Gold Fall?14:23 - What If the Iran War Ends?16:54 - Gold's $4,000 Danger Zone21:12 - Could Gold Reach New Highs?23:47 - Silver's Next Move26:29 - Gold vs. Silver: Which Is Better?#gold #silver #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Todd “Bubba” Horwitz, founder of BubbaTrading.com, discusses his bearish outlook for oil, the prospect of 6% Treasury yields and 9% mortgages, risks facing stocks and AI, and why he is buying gold, silver and Bitcoin despite expecting higher interest rates.*This video was recorded on October 6, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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: [email protected] 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 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 - Oil, Yields & Markets3:10 - Oil Below $70?6:39 - 6% Treasury Yields8:17 - Stocks at 6%9:48 - Economy & Debt11:54 - 9% Mortgages?13:08 - Gold, Silver & Bitcoin14:22 - Gold vs. Yields15:44 - Dollar Outlook16:31 - Real Estate Stress19:13 - AI Bubble21:23 - Bitcoin Outlook23:59 - Market Meltdown26:05 - Trading the Downturn#trading #stocks #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josh Young, founder and CIO of Bison Interests, discusses oil and diesel prices, disrupted tanker traffic through the Strait of Hormuz, depleted U.S. inventories, refinery constraints, winter energy risks, and what could drive crude oil prices higher from here.*This video was recorded on October 5, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JOSH YOUNG:X: https://x.com/JoshYoungBison Interests website: https://bisoninterests.com/Bison Insights newsletter: https://www.bisoninsights.info/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 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 - Oil & Diesel Crisis2:16 - Hormuz Tanker Traffic7:33 - Tracking Oil Flows10:08 - Diesel Reserve Release15:10 - Refinery Crunch20:04 - U.S. Oil Reserves23:05 - Refining Margins24:15 - Oil Price Outlook26:11 - Winter Energy Risk27:41 - Iran War Outlook29:46 - What Could Change31:15 - Oil’s Next Trigger#oil #investing #economy

🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Lyn Alden, founder of Lyn Alden Investment Strategy, discusses rising Treasury yields and fiscal dominance, persistent inflation and affordability pressures, stocks and gold, the outlook for Bitcoin and crypto, and the risks and opportunities emerging from the AI boom.*This video was recorded on October 2, 2026Register for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Subscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 LYN ALDEN:Lyn Alden Investment Strategy: https://www.lynalden.com/Twitter (@LynAldenContact): https://twitter.com/LynAldenContactBroken Money: https://www.amazon.ca/Broken-Money-Financial-System-Failing/dp/B0CG83QBJ6Ego Death Capital: https://egodeath.capital/teamFOLLOW 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 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 - Bond Yields & Debt3:23 - Government Interest Costs8:49 - Fiscal Dominance11:46 - 6% Treasury Yields14:00 - Fed vs. Bond Market15:28 - Yield Curve Control18:19 - Yield Curve Signals20:42 - Stocks vs. Gold23:32 - Affordability Crisis27:03 - Cash & High Rates32:05 - Crypto Is Dead?36:01 - AI Bubble Risks39:37 - Investing in AI42:20 - AI’s Future#economy #investing #stocks

🔒 Get your free Proton Mail account at https://proton.me/davidlinRegister for the upcoming New Orleans Investment Conference, Oct. 28 - 31, 2026, here: https://neworleansconference.com/dlr/Ted Oakley, founder of Oxbow Advisors, discusses weakening jobs and housing, deteriorating stock-market breadth, rising Treasury yields, energy and hard assets, gold, and why he sees growing economic and consumer risks heading into 2027. *This video was recorded on October 2, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 TED OAKLEY: Oxbow Advisors: https://oxbowadvisors.com/ X (@Oxbow_Advisors): https://x.com/Oxbow_AdvisorsYouTube: https://www.youtube.com/oxbowadvisorsTed's books: https://oxbowadvisors.com/books-2025-march/ 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 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 - Jobs & the Fed4:30 - Economic Weakness5:53 - Tech vs. Cyclicals8:06 - Trouble in 20279:06 - Housing Crisis12:21 - Bond Outlook14:07 - Debt & Yields16:06 - Energy Outlook20:18 - Market Breadth23:49 - Tech Valuations26:22 - Best Sectors27:48 - Copper & Hard Assets29:20 - Gold & Miners31:51 - Dollar Outlook32:56 - Surviving 202735:32 - Consumer Slowdown

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Rory Johnston, Founder of Commodity Context, discusses why oil and diesel remain expensive despite recovering flows through the Strait of Hormuz, how global refining disruptions and potential U.S. export restrictions are affecting energy markets, and what could matter next for prices and the economy.*This video was recorded on September 30, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 RORY JOHNSTON:X: https://x.com/Rory_JohnstonCommodity Context: https://www.commoditycontext.com/Substack: https://substack.com/@commoditycontextFOLLOW 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 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.2:01 - Why Oil Flows Are Recovering7:23 - Tracking Tankers Through Hormuz13:02 - Why Oil Prices Remain Elevated16:45 - Oil Outlook & Futures Market Signals24:44 - Why Diesel Prices Are Surging33:15 - Could the U.S. Run Out of Diesel?42:58 - How China Prevented a Bigger Oil Shock45:46 - Energy Prices, Inflation & the Economy#oil #diesel #economy

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jim Bianco, President and Founder of Bianco Research, discusses surging Treasury yields, the Fed’s rate-hike dilemma, persistent inflation and oil pressures, the future of globalization, Bitcoin, and why he is turning bullish on bonds for the first time since 2020.*This video was recorded on September 28, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JIM BIANCO:Bianco Research: https://www.biancoresearch.com/visitor-home/X (@biancoresearch): https://x.com/biancoresearchBianco Advisors: https://www.biancoadvisors.com/YouTube: https://www.youtube.com/biancoresearchLinked-In: https://www.linkedin.com/in/james-bianco-117619152/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 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 - Bond Yields, Oil & the Fed’s Dilemma2:21 - Why Bonds May Finally Be Attractive3:34 - Is the Yield Curve Warning of Recession?8:15 - Will the Fed Hike Again in October?11:44 - Iran, Oil & the Effective $200 Oil Price14:36 - Oil, Inflation & 5% Treasury Yields20:07 - Why Inflation Could Stay Higher for Years22:29 - Diesel, Tariffs & the End of Cheap Goods27:09 - Globalization, Manufacturing & the U.S. Economy32:38 - Are 5% Bond Yields the New Normal?34:27 - America’s Debt & Spending Problem38:03 - Bitcoin, Crypto & Risk Assets42:10 - Why Bonds Could Pull Money From Stocks#stocks #bonds #investing

Start earning interest in gold: https://Monetary-Metals.com/LinJeff Snider, host of Eurodollar University, discusses rising Treasury yields, recession signals in the bond market, the energy shock, consumer weakness, U.S.-China tensions, and whether the AI boom can keep the economy growing. Pasted text*This video was recorded on September 25, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe 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 JEFF SNIDER:YouTube: https://www.youtube.com/@UCrXNkk4IESnqU-8GMad2vyA X(@JeffSnider_EDU): https://x.com/JeffSnider_EDU?lang=enWebsite: https://www.eurodollar.university/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 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 - Energy Shock & Recession Risk2:31 - Why the Economy Is More Fragile Than It Looks5:22 - The K-Shaped Consumer Economy8:51 - What the Bond Market Is Warning10:08 - Yield Curve Flashes a Recession Warning17:31 - Why Long-Term Yields May Hit a Ceiling22:34 - Inflation, Jobs & Consumer Stress25:16 - AI, Productivity & the Future of Labor26:00 - Trump-Xi Trade Truce & U.S.-China Tensions31:38 - Can AI Keep the Economy Growing?37:13 - Why Inflation Keeps Hurting Consumers40:21 - What’s Really Behind America’s Economic Problems42:54 - Why Stocks Don’t Reflect the Real Economy #economy #investing #recession