27 augusti 2026
31 min
Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Matt Gertken, Chief Geopolitical Strategist at BCA Research, discusses the U.S. midterm elections, inflation and Treasury intervention, the escalating Canada-U.S. trade war, and what history can teach us about America’s changing geopolitical strategy.*This video was recorded on August 26, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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 MATT GERTKEN AND BCA RESEARCH:BCA Research: https://www.bcaresearch.com/X (@bcaresearch): https://x.com/bcaresearch X (@mgertken): https://x.com/mgertkenGertken's New Book: https://www.amazon.com/Swifts-Grand-Strategy-Matthew-Gertken/dp/1009763989?crid=2MIA92RHQ3BEO&dib=eyJ2IjoiMSJ9.8rhqzg5gMpXWxjmv7zKlyy_bymaAPXHxMPpxUibIz67GjHj071QN20LucGBJIEps.3r5dW8faG1X9XF11ejz8qn56EHIBRXxO9M8PTUDKchc&dib_tag=se&keywords=matt+gertken+swift&qid=1787773656&sprefix=matt+gertken+swif%2Caps%2C117&sr=8-1FOLLOW 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.5:28 - Inflation, Oil Prices & Trump’s Political Problem10:11 - Treasury Intervention & Rising Bond Yields12:43 - What a Democratic Congress Means for Markets16:08 - U.S.-Canada Trade War Escalates19:37 - Canada, China & the Future of North American Trade23:50 - What Jonathan Swift Teaches Us About Grand Strategy26:34 - Trump’s Final Two Years & America’s Global Alliances28:30 - Has Trump Permanently Damaged U.S. Alliances?#Trump #tariffs #iran
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