The David Lin Report ‘Blow Up’ Volatility: Could China Trigger Q4 Market Chaos? | Will Rhind
Sep 18, 2025
Will Rhind, CEO of GraniteShares, shares insights on the soaring prices of gold and Bitcoin. He explains how specialized ETFs can help investors take advantage of market volatility. Rhind discusses the bullish outlook driven by Fed easing and strong tech earnings, alongside a unique strategy for capturing income from volatility. He also highlights the case for potential market chaos in Q4, examining the forces behind record gold prices and the scarcity of Bitcoin.
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Inflation Will Drive Fed Cuts
- Inflation data will likely determine the depth and timing of Fed rate cuts through year-end.
- Will Rhind says inflation is now the key dataset because the labor market has already softened.
Position For Fed Easing
- Stay long into the end of the year as Fed easing begins, given strong earnings and falling rates.
- Will Rhind favors a bullish stance while data supports cuts and large tech shows robust growth.
Quality Explains Large/Small Cap Gap
- Small caps remain rate-sensitive and include many unprofitable names, while large tech is less rate-dependent.
- Will Rhind frames the market split as quality versus non-quality rather than a pure cap-size story.