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/1571482669Paul Sankey, President of Sankey Research, discusses the global diesel shortage, tightening energy supplies, China’s oil demand, and what rising fuel prices could mean for inflation, markets, and the economy heading into winter.*This video was recorded on September 15, 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 PAUL SANKEY:Website: https://sankeyresearch.com/X (@SankeyResearch): https://twitter.com/SankeyResearchYouTube: https://www.youtube.com/@sankeyresearchFOLLOW 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 - Oil Shock, Record Diesel & the Fed2:52 - Why the Energy Crisis Is Getting Worse5:23 - China’s Return to the Oil Market9:48 - China’s Oil Reserves & Supply Risk11:23 - When Does Demand Destruction Begin?13:29 - America’s Diesel & Refining Crisis16:45 - Can Washington Bring Energy Prices Down?21:20 - Can Venezuelan Oil Make a Difference?25:04 - The Global Diesel Shortage27:00 - How High Could Diesel & Oil Go?30:26 - Fed Policy in an Inflationary Supply Shock32:56 - Record Tanker Rates & Shipping Costs37:56 - Russia, China & Global Oil Supply40:12 - Oil Outlook Into Winter#economy #oil #investing

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!David Woo, Founder of David Woo Unbound, discusses how surging oil prices, rising bond yields, AI investment, and escalating U.S.-China tensions are creating growing risks for financial markets and the global economy.Watch David's last interview here: https://youtu.be/QjuThPhidXY*This video was recorded on September 14, 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 DAVID WOO: X: https://x.com/DavidwoounboundWebsite: https://www.davidwoounbound.com/David Woo Unbound YouTube: https://www.youtube.com/@DavidWooUnboundFOLLOW 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.2:07 - $100 Oil, 5% Yields & Stock Market Risk5:47 - How High Could Oil Go?8:35 - China’s Oil Imports & Global Reserves13:16 - Oil Shock, Japan & Treasury Yields15:53 - Why Rising Yields Threaten the AI Boom21:09 - What Could Finally Break the Stock Market?32:39 - China Catches Up in the AI Race38:31 - 5.3% Yields, Fed Hike & the 1987 Crash Parallel#stocks #investing #economy

Start earning interest in gold: https://Monetary-Metals.com/LinPeter Grandich, founder of Peter Grandich & Company, discusses rising Treasury yields, Fed policy, economic pressures on American households, the U.S.-Canada trade war, and why he believes gold and critical minerals stand out as markets enter a period of heightened uncertainty.*This video was recorded on September 9, 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 PETER GRANDICH: Website: https://petergrandich.com/ X (@PeterGrandich): https://x.com/PeterGrandich 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 - Markets, Yields & the Coming “Perfect Storm”1:22 - Treasury Intervention & the Yen Carry Trade6:25 - Could 5% Yields Trigger a Bond Crisis?9:11 - Fed Rate Hike & Stagflation Risks15:08 - Why Bonds Could Keep Losing17:15 - Economic Warning for American Households24:10 - A Generation of Tougher Times?28:50 - What Replaces Bonds in the 60/40 Portfolio?32:14 - Critical Minerals & the U.S.-Canada Trade War37:44 - Where the Trade War Goes Next40:05 - Gold, China & the Changing World Order41:03 - How to Invest Through the Midterms43:04 - Why Metals Are His Top Investment44:00 - Capital Preservation Over Appreciation#economy #investing #stocks

🔒 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/1571482669Justin Wolfers, Professor of Public Policy And Economics at the University of Michigan, and Host of "Platypus Economics", discusses rising bond yields, tariffs and trade tensions, inflation, oil prices, recession risks, and the challenges facing U.S. fiscal and monetary policy.Watch Prof. Wolfers' last interview: https://youtu.be/dbnf9Z4-rRI*This video was recorded on September 10, 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 JUSTIN WOLFERS:Webpage: https://users.nber.org/~jwolfers/index.phpX: https://x.com/JustinWolfersYouTube: https://www.youtube.com/@PlatypusEconomics"Think Like An Economist" Podcast: https://open.spotify.com/show/4sOVMPFJmCROADLMDdDwjsFOLLOW 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.1:58 - Why Deficits, AI & Geopolitics Are Driving Yields Higher8:16 - 5% Treasury Yields & The Risk Of A Fiscal Crisis11:23 - Are Foreign Investors Dumping U.S. Treasuries?13:19 - U.S.-Canada Trade War & The Breakdown Of An Alliance19:48 - Who Really Pays For Tariffs?21:53 - Tariff Revenue, Trump’s $5,000 Checks & Inflation26:59 - Oil Shock, Inflation & Why Prices May Not Come Back Down32:58 - Gold, Recession Warning Signs & What The Fed Does Next#economy #bonds #investing

🔒 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 Schiff discusses bonds, gold, stocks, inflation, and the Fed's next moves. *This video was recorded on September 11, 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 PETER SCHIFF:X (@PeterSchiff): https://x.com/PeterSchiffEuro Pacific Website: https://europac.com/Schiff Gold Website: https://www.schiffgold.com/YouTube (@peterschiff): https://www.youtube.com/@peterschiff/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.#investing #economy #stockmarket