Show Notes
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
More from The David Lin Report
Start earning interest in gold: https://Monetary-Metals.com/LinOle Hansen, Head of Commodity Strategy at Saxo Bank, discusses the market selloff, the Iran war's impact on global energy supplies, and the forces driving gold, natural gas, agricultural commodities, and copper.Watch Ole's last interview: https://youtu.be/x86q4tjlTOs*This video was recorded on October 22, 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 OLE HANSEN:Insights at Saxo: https://www.home.saxo/insightsX (@Ole_S_Hansen): https://x.com/Ole_S_HansenSubstack: https://oleshansen.substack.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 - Market Selloff and AI Bubble Fears04:13 - Oil Flows Return to Pre-War Levels09:24 - Shipping Risks in the Strait of Hormuz14:16 - Diesel Shortages and Refinery Crisis19:43 - Europe's Natural Gas Supply Crunch23:35 - Russian Diesel and Global Energy Prices26:07 - Gold Outlook and Price Targets30:59 - France's Debt Crisis33:47 - Grains Selloff and Copper Outlook#investing #oil #stocks
Check out our sponsor, GigaStar, at https://bit.ly/DavidLinGigaStarGeorge Noble, Managing Partner of Noble Capital Advisors, warns of mounting debt and bankruptcy risks across the AI sector, explains why he is shorting CoreWeave and Tesla, discusses potential trouble for Oracle and life insurers, and reveals his bullish positions in energy, gold mining, and shipping stocks.*This video was recorded on October 20, 2026Watch George's last interview with me: https://youtu.be/_XC8leI9eCY?si=vw5dTc8M7NOiutd0Register 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 GEORGE NOBLE:George's X: https://x.com/gnoble79“The Noble Update” Substack: https://georgenoble.substack.com/Summit website: https://noble-capevents.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.0:00 - AI Debt Crisis Warning1:11 - Tesla & SpaceX Shorts6:13 - CoreWeave Bankruptcy Risk10:35 - AI Bubble vs. 200814:44 - Bond Market Warning Signs17:40 - Nvidia & Chip Stocks Next?21:09 - Worse Than Dot-Com?24:57 - Data Center Debt Fallout28:04 - AI IPOs & Market Collapse30:05 - Doubling Down On Shorts32:42 - Life Insurance Crisis37:32 - Oracle's Debt Problem39:35 - Fed & Rising Interest Rates45:17 - Energy & Gold Stock Picks#AIBubble #StockMarket #DebtCrisis
Start earning interest in gold: https://Monetary-Metals.com/LinChristopher Whalen, Chairman of Whalen Global Advisors, discusses growing risks in the banking sector, mounting debt problems in AI, weakness in the housing market, and how inflation, rising interest rates, and government debt are threatening financial stability.*This video was recorded on October, 20, 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 CHRISTOPHER WHALEN:X (@rcwhalen:) https://x.com/rcwhalenThe Institutional Risk Analyst: https://www.theinstitutionalriskanalyst.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 – Banking Crisis Ahead?02:16 – Banks' Hidden Bond Losses04:42 – Why Bank Earnings Could Fall08:25 – Bond Market Outlook09:49 – AI Debt Crisis: Oracle & CoreWeave12:34 – Private Equity & Circular Financing18:09 – Bank Liquidity & Lending Risks19:46 – Housing Market Under Pressure25:11 – Inflation, U.S. Debt Crisis & France#stocks #economy #bank
Rodney Stevens, CEO and Director of NSJ Antimony Corp. (CSE:NSJ | FSE:9PZ0), discusses antimony’s strategic importance, global supply challenges, and the business of developing new mines.*This video was recorded on October 14, 2026 and is sponsored by NSJ Antimony Corp.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 RODNEY STEVENS AND NSJ ANTIMONY:Website: https://www.nsjantimonycorp.ca/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 - Why Antimony Matters3:18 - China’s Export Restrictions5:06 - Antimony Prices and Inventory Cycles9:07 - America’s Supply Dependence14:36 - Government Support for New Mines17:02 - NSJ Antimony’s Exploration Plans24:45 - Company Valuation and Ownership31:14 - Management and Mining Investment Lessons37:09 - Selling a Discovery vs. Building a Mine#CriticalMinerals #ChinaTradeWar #SupplyChainCrisis
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Ron Butler, principal mortgage broker at Butler Mortgage and host of the Angry Mortgage Podcast, discusses rising mortgage rates, mounting foreclosures, falling home prices in Canada and the U.S., and why a meaningful housing market recovery could still be years away.*This video was recorded on October 15, 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 RON BUTLER:Butler Mortgage: https://www.butlermortgage.ca/Angry Mortgage Podcast: https://www.youtube.com/channel/UC8vl-_vvvf7VZcxKPJ-v-XgX (@ronmortgageguy): https://x.com/ronmortgageguyFOLLOW 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 - Housing Crisis Warning1:49 - Should You Buy Now?3:30 - Mortgage Rates Going Higher6:40 - Adjustable-Rate Mortgages7:39 - Canada's Mortgage Trends10:49 - U.S. Housing Market Freeze12:43 - Homebuilders Under Pressure13:50 - Inflation & Rate Hikes16:59 - Canada's Condo Crash19:25 - Rental Market Outlook21:07 - Vancouver & Toronto Housing22:36 - Foreclosures Surge25:54 - Underwater Homeowners27:45 - Foreign Buyers Won't Save Housing29:40 - When Will Housing Recover?33:33 - Buy Now Or Wait?34:48 - Canadian Banking Risks#HousingMarket #MortgageRates #RealEstate