The David Lin Report cover image

U.S. Treasury Dump As 'Financial WW3' Unfolds: What's Next For Markets? | Willem Middelkoop

The David Lin Report

00:00

Capital Rotation into Mining Stocks

David asks about GDX inflows; Willem explains rising gold drives producer margins and large potential rotation from bonds and tech into miners.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app