Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Lawrence McDonald, founder of the Bear Traps Report and former Lehman Brothers VP, discusses rising bond yields, weakness beneath the stock market, energy-driven economic risks, credit-market stress, and how investors may navigate opportunities across defensive stocks, commodities, and hard assets.*This video was recorded on September 22, 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 LAWRENCE McDONALD:The Bear Traps Report: https://www.thebeartrapsreport.com/Larry's X: https://x.com/ConvertbondBearTrapsReport's X: https://x.com/BearTrapsReport"A Colossal Failure of Common Sense": https://www.amazon.com/Colossal-Failure-Common-Sense-Collapse/dp/0307588343?crid=23219STU8SIV8&dib=eyJ2IjoiMSJ9.bkTf3nNZckTtjOg1e6TVyd7bFxLhTZ7ELaz9aAanp0nfg0Jx4t348qQSvVsTGYBtgk2qpSdrD_wnJL3wT0vjwNf5lyubZ3SxPYTCLwLlMnnCrf_AA3LdcEdSpnFpSX6wY676E-FvalNkQAbChSMgR7qCsKEQ38NXlJsniHOY0Tm5FtmRBA7vtKaoRFi7PtNk8FQ8oGYHuHV1gYOzMH5J8lrOa75pnyxkITTur6iH2Nc.PQinI-Lsm1qRtYSrGQq_axUW7H1ws0f_tWTNTctkYT4&dib_tag=se&keywords=larry+mcdonald&qid=1790183821&sprefix=larry+mcdonal%2Caps%2C166&sr=8-1"How To Listen When Markets Speak" book: https://www.amazon.com/Listen-When-Markets-Speak-Opportunities/dp/0593727495?crid=5F5C86PA0EEO&dib=eyJ2IjoiMSJ9.cSyINSCjUOqhHHS78tATXbJSiZfIlU4fWdjvkUL5JfwKCPQgo-xO0HigFxONQElzk-wlPPRI84QYQ7NetpSBshrG56JRZwO7KLBepckn9dd4xfrjkXxpllhilumkRL5wMpJLmorIMca5--QIAbDUQpJp1DKXU5Ko7JlQw3xJTYm80ZyylAfX3LQcGYdd0Au0wdOYYqzITm6HTIVWq9KdWdH3fiwfNPfrbtWJUB7FzZY.3x2gXWKqHc78CNskmt7qu_Y6-DTu4ldhHGA3wodVj1Y&dib_tag=se&keywords=lawrence+mcdonald&qid=1773102248&sprefix=lawrence+mcdonald%2Caps%2C222&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.2:44 - Why Bonds Are Competing With Stocks Again6:53 - Diesel Crisis & Rising Recession Risk12:14 - Where Market Weakness Could Spread Next15:18 - Credit Stress, AI Spending & NASDAQ Risk21:12 - Staples, Gold & Why the Fed Is Constrained26:33 - What Happens If the 10-Year Stays Near 5%?36:22 - Hard Assets, Metals, Energy & Opportunities41:33 - Midterm Risks & Breaking Diesel Export News#investing #stocks #economy