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The David Lin Report
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
Fed Split Over Rates: Why Didn't The Fed Hike Today?
The David Lin Report episode 'Fed Split Over Rates: Why Didn't The Fed Hike Today?' centers on Kevin Warsh's explanation for the Fed's decision to hold rates rather than raise them.
Microsoft AI Jobs Shock: 60,000 Buyouts, Who's Next? | Eric Basmajian
Eric Basmajian joins David Lin to examine whether Microsoft's 60,000 voluntary buyouts signal a broader AI-driven jobs shock.
Fed's Next Mistake? Ex-Fed President Warns Of Market Fallout | Thomas Hoenig
Former Kansas City Fed President Thomas Hoenig argues the Fed is keeping policy too loose: with the target range at 3.5-4% and inflation near 4%, real rates are close to zero, and he says a hike at…
China's Tech Stocks Crash 40%: Is Wall Street Next? | David Woo
Peter Grandich argues that the unwinding of the AI bubble, which he expects historians to call the biggest bubble ever on Wall Street, is driving the current stock decline alongside the Iran war's…
Housing Shock: Biggest Seller/Buyer Gap In History | Daryl Fairweather
Daryl Fairweather argues that the US housing market is stuck in a historic seller-buyer gap: pandemic-era owners with fixed mortgages near 3% refuse to sell, so supply shrinks while prices stay high…
‘Marching Towards Default’: Market’s Weakest Link Revealed | David Busch
David Busch argues that the market's weakest links are emerging in AI infrastructure financing and in a stagflation-leaning macro backdrop.
The 'Unravelling' That Triggers Biggest Market Reset Ever | Peter Grandich
Peter Grandich argues that the AI-driven tech bubble is unravelling and, together with the Middle East war, is setting up a significant US stock correction that could become a bear market, possibly…
Stocks Crash On Strong Earnings...What's Breaking?
The David Lin Report episode, titled around stocks crashing on strong earnings, centers on whether AI and high-growth tech valuations are becoming fragile.
Massive Selloff Today: Start Of Something Bigger? | Ole Hansen
Ole Hansen discusses a sharp market sell-off and whether it marks the start of something bigger, centred on energy supply disruption around the Strait of Hormuz.
Tech Stocks Going To ZERO: 'The Whole Thing Is Going To Collapse' | George Noble View test report Edit title
George Noble, in a David Lin Report episode titled around tech stocks going to zero, argues that the AI trade is heading for a collapse, centred on neoclouds such as CoreWeave (which he says is his…
Banks Face $500 Billion In Losses: Debt Bomb Strikes | Chris Whalen
Chris Whalen argues that US banks face roughly $500 billion in securities losses, with Bank of America singled out for leaving its low-coupon bond book unrestructured and so failing to earn what…
China's Nov. 27 Deadline: America's Next Supply Shock? | Rodney Stevens
Rodney Stevens, CEO of NSJ Antimony, argues that China's antimony export restrictions, with a November 27 deadline that is likely to end a temporary military exemption, will re-create an ex-China…
Bond Market Crashes; Your Home Is Next | Ron Butler
Ron Butler argues that global bond yields, especially long-term ones, will rise next year as central banks keep tightening, pushing up US 25- and 30-year fixed mortgage rates and Canadian bond yields.
France In Chaos: America's Debt Crisis Could Be Next | Matthew Piepenburg
Matthew Piepenburg argues that the US and France are already in debt crises, pointing to US debt near $40 trillion, interest costs above $3 billion a day, a 10-year yield above 5%, and France's debt…
Bond Market About To Flip: A Major Shakeup Is Coming | Jim Welsh
Jim Welsh, on The David Lin Report, argues that the market is vulnerable to a meaningful pullback even as the economy remains solid, with nominal growth near 5%.
Your Paycheck In 2027: Will You Get A Raise Or Get Laid Off? | Holly Wade
NFIB's Holly Wade, speaking on The David Lin Report, walks through the small business outlook for 2027, centring on whether workers will see raises or face layoffs.