The David Lin Report, Released on 2/3/25

Doug Casey, best-selling author of “Crisis Investing”, discusses the recently enacted tariffs on China, Canada, and Mexico and effectively, the start of the trade war.

0:00 – Intro
2:50 – Tariffs on China, Canada, Mexico
7:51 – There will be “some pain”
13:10 – Energy exports to the U.S.
16:49 – Market impact
20:11 – Jamie Dimon on tariffs
24:10 – Tariffs and national security
27:00 – Trump’s end game
29:39 – U.S. dollar
31:43 – DOGE
33:14 – A ‘real crisis’ & investment implications

Doug Casey is an American-born libertarian economist and advocate of the free market. He is a bestselling financial author, international investor, entrepreneur, and the founder and chairman of Casey Research, a provider of subscription financial analysis about specific market verticals including natural resources, metals, mining, energy, commodities, and technology. He has authored four books, including Crisis Investing, the top-selling investing book of all time, Totally Incorrect, and Right on the Money. He also publishes a video podcast called Doug Casey’s Take and publishes articles at International Man. 

  economy, tariffs, trade war, Trump