David Lin hosted interviews focused on the Iran war, oil and energy markets, yields, gold, banking risk, equities and potential systemic stress. He repeatedly tested guests on whether higher rates, geopolitical developments, liquidity and AI-related concentration could drive market reversals or alter gold and oil outlooks.234678910 He also discussed socialism’s growing political appeal and what a more socialist American politics might mean, while examining economic strength through business-to-business spending.111
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 3 positionsLatest positions
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David LinBullish on Robotics Expects humanoid robots doing chores to be a big commercial success if priced reasonably. ▶ 35:40 Energy Crisis Here To Stay; This Asset Triples |… · 7 Oct
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David LinRising on DXY Expects continued dollar strength in the short run. “do you see continued strength here well probably in in the short run i i do” ▶ 31:48 Nearly Half The S&P Is Already Down 20% | Ted Oa… · 2 Oct
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David LinWorsening on Canada Lin says Canadian politicians are capitalizing on the situation with inflammatory rhetoric rather than de-escalating. “they're not helping de escalate this situation. In fact, they're capitalizing on it” ▶ 29:36 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
Their output
11 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Peter Berezin 2 mentions
- Steve H. Hanke 1 mention
- Richard D. Wolff 1 mention
- John Feneck 1 mention
- Peter Schiff 1 mention
- Gary Wagner 1 mention
- Cameron Dawson 1 mention
- Nate Hagens 1 mention
See what your own voices say about David Lin, every morning.
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