David Lin's selloff week brings a trader's split strategy
Todd Horwitz warns about tech stocks while explaining why he has kept buying for his long-term portfolio.
Why this story? The channel's weekly summary: what went up this week, what is drawing views now, and where the channel stands among similar channels.
Trader Called Tech Crash--Now Predicts ‘Black Christmas’ For Stocks | Todd Horwitz
Things we can learn from the video
Press to jump
- 3:29Horwitz argues that the election is largely priced in and any rally could provide a selling opportunity.
- 7:41He warns that AI infrastructure spending carries substantial off-balance-sheet debt.
- 10:48His "Black Christmas" warning anticipates a heavy year-end downturn despite the possibility of a short-term rally.
- 22:45Horwitz says he is selling Treasury futures because he expects interest rates to rise.
- 30:25He attributes gold's pullback to margin-call selling and says he continues buying physical gold.
- 36:56He separates trading hedges from long-term investments, saying he added Google and Monster shares during dips.
Todd "Bubba" Horwitz expects more pain for stocks, but that doesn't mean he has emptied his portfolio. In David Lin's most-watched new interview, the trader distinguishes short-term hedges from long-term holdings, including Google and Monster shares he says he added during the dips.
That distinction gives some texture to the alarming title, "Trader Called Tech Crash--Now Predicts 'Black Christmas' For Stocks | Todd Horwitz". Horwitz argues that an election-driven rally could offer a selling opportunity, warns about debt behind AI infrastructure spending and attributes gold's pullback to investors meeting margin calls. The interview includes a sponsored segment for Kalshi.
The conversation reached roughly 133,000 views, the largest audience among Lin's nine new uploads. It was a week dominated by the tech selloff and its possible consequences: Steve Hanke examined money supply and financial-crisis risks, while Clem Chambers connected market weakness with political pressure on AI development and China's technological ambitions.
The strongest viewing momentum now belongs to "Liquidation Event: How Bad Will It Get? | Mike McGlone". The Bloomberg Intelligence strategist's interview ranges across Bitcoin, copper, inflation and Treasuries. Jay Singh's discussion of hedge fund liquidations and AI financing is also drawing a substantial daily audience.
Across the channel, the week brought about 1.5 million views and modest subscriber growth. Daily viewing is well above its usual level. Among nearby money-and-business channels, The Caleb Hammer Show had a larger weekly audience, while EntreLeadership had a quieter week. For Lin, the interest is concentrated in guests working through what the selloff means beyond the technology stocks themselves.
Published on Trari
Where next?
The videos drawing views on David Lin right now
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Markets In Freefall: Why ‘This Is Just The Beginning' | Clem Chambers114,315 views · 2026-11-05
Liquidation Event: How Bad Will It Get? | Mike McGlone110,854 views · 2026-11-06
$3 Trillion Wiped Out In Days: This Breaks Next | Jay Singh103,133 views · 2026-11-06
Tech Stocks Crash Again… Apple & Palantir Expose Bigger Problem101,257 views · 2026-11-05
- Channel
- David Lin
- Subscribers
- 339,000 ▲ 1,000 this week
- Channel views, last 7 days
- 1,520,927
- Videos published this week
- 9
- Video published
- November 3, 2026
- Video views so far
- 132,914
- Views on its first day
- 97,304
The numbers
Here is how David Lin's uploads and audience moved over the week.
💡 Test your knowledge
Which university is associated with economist Steve Hanke?
The interview identifies Hanke as Professor of Applied Economics at Johns Hopkins University.


