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, science, and technology.

The David Lin Report is a news podcast hosted by Unknown Host, with 1,000 episodes on record and a Required Pod Score of 80.

Unknown Host hosts The David Lin Report, a news show with 1,000 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The David Lin Report

  Gold Falls To $3,600 If Yields Do THIS Next | Nicky Shiels

  Oct 1, 202626 min

  Sign up for STLLR's exclusive Gold Macro Newsletter at http://stllrgold.com/davidlin. Review their cautionary statements and risk disclosures on SEDAR+Nicky Shiels, Head of Research and Metals Strategy at MKS PAMP, discusses gold’s pullback, rising real yields, inflation and currency debasement, central-bank demand, and the outlook for gold, silver and copper as financial conditions tighten.Watch Nicky's last interview: https://youtu.be/nEFsX7Q7mbs*This video was recorded on September 30, 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 NICKY SHIELS:MKS Pamp: https://www.mkspamp.comX (@nixsa84): https://x.com/nixsa84FOLLOW 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 - Gold & Rising Yields3:37 - Gold’s Fair Value8:11 - Why Gold Fell10:36 - Gold & Inflation12:33 - Real Yields14:31 - Bonds vs. Gold15:23 - Silver Outlook16:50 - Copper Outlook19:29 - Gold’s Risk Premium22:08 - Currency Debasement23:03 - Market Selloff Risk24:22 - Gold Misconceptions#gold #silver #economy

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  The David Lin Report

  The Shocking Reason Gas Prices Can’t Come Down Anytime Soon | Rory Johnston

  Oct 1, 202649 min

  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 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.2:01 - 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

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  The David Lin Report

  Bond Yields Spike: What Happens To Your Wallet Next? | Steve Hanke

  Sep 29, 202644 min

  Start earning interest in gold: https://Monetary-Metals.com/LinSteve Hanke, Professor of Applied Economics at Johns Hopkins University, discusses the U.S. affordability crisis, persistent inflation, rising interest rates, stress in the bond market, AI-driven credit growth, and how economic policy uncertainty is shaping the outlook for consumers and investors.Watch Prof. Hanke's last interview: https://youtu.be/t3i7OC-u1Go*This video was recorded on September 29, 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 STEVE HANKE: X (@steve_hanke): https://x.com/steve_hankeCapital, Interest, And Waiting: https://shorturl.at/jBed6Making Money Work: https://shorturl.at/TLTHCProfile at The Mises Institute: https://mises.org/profile/steve-h-hankeFOLLOW 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.1:24 - America’s Affordability Crisis8:56 - Housing Is Out of Reach13:33 - Inflation & Money Supply20:00 - Why Bond Yields Keep Rising24:08 - Yield Curve Recession Signal31:19 - “Bond Buyer Strike” Risk36:26 - Jobs, Fed & Inflation39:12 - Bonds vs. TIPS41:37 - Gold to $7,000?#InterestRates #Inflation #economy

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  The David Lin Report

  Bond Market Turning Point: Why Jim Bianco Just Flipped After 5 Years

  Sep 29, 202647 min

  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 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 - 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

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  The David Lin Report

  Stock Market About To Get ‘Robbed’: Mania Is Breaking | Bill Smead

  Sep 28, 202641 min

  *This video was recorded on September 25, 2026 and is disseminated on behalf of U.S. GoldMining Inc. (NASDAQ:USGO)Bill Smead, Chief Investment Officer of Smead Capital Management, discusses rising bond yields, AI-driven market mania, energy opportunities, and why today’s increasingly narrow stock market could be vulnerable to a major shift. "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 for video content, on behalf of US GoldMining Inc and was funded by Gold Standard Media LLC and/or affiliates. For our full disclaimer, please visit: https://portal.goldstandardir.com/disclaimer/USGO-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."Access U.S.GoldMining Inc.'s Qualified Person and Mineral Disclosure HERE: https://www.usgoldmining.us/project/qualified-person/Access U.S.GoldMining's Sources for this video HERE: https://mandrillapp.com/track/click/31276444/goldstandardir.com?p=eyJzIjoic05hczhiUTJJOWhScV9mU2VEYUFmMEpLU1drIiwidiI6MiwicCI6IntcInVcIjozMTI3NjQ0NCxcInZcIjoyLFwidXJsXCI6XCJodHRwOlxcXC9cXFwvZ29sZHN0YW5kYXJkaXIuY29tXFxcL1VTR09Tb3VyY2VzXCIsXCJpZFwiOlwiMWE1Yzk2ZDg3YWMxNGZmYWEyNDI4Zjk4OWJlMTQwNzZcIixcInVybF9pZHNcIjpbXCJkNjM1YzAyMmE5NmYyNjljY2FkMzMwOWYxMjRmNTgwNDM4ZTQxYjQ4XCJdLFwibXNnX3RzXCI6MTc5MDM1MDY2MH0ifQU.S.GoldMining Inc. presentation HERE: https://www.usgoldmining.us/_resources/presentations/corporate-presentation.pdf?v=0.352U.S.GoldMining website and news releases HERE (https://www.usgoldmining.us/) and HERE (https://www.usgoldmining.us/news)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 SMEAD CAPITAL:Website: https://smeadcap.com/X (@SmeadCap): https://x.com/SmeadCapFOLLOW 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.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 - Rising Yields & What Breaks Next2:22 - Why Bond Yields Keep Rising6:07 - When the Stock Market “Fever” Breaks12:49 - AI Mania & Market Warning Signs18:27 - Why the Tech Boom Could End Badly23:08 - What Happens After the Market Breaks27:18 - The 1987 Crash Warning30:04 - Oil, Commodities & the Next Supercycle35:09 - Why Oil Prices Could Stay High41:36 - How to Invest in the Energy Boom46:06 - What to Own Outside Tech & AI48:39 - Rising Rates & the Next Financial Break

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