The David Lin Report

Stock Market Trap: Investor Reveals ‘Very Hot’ Q4 Trade | Jay Martin

Oct 10, 2025
Jay Martin, the President and CEO of VRIC and host of The Jay Martin Show, shares his insights on the current state of the gold market. He advises investors to take profits on speculative gold stocks and shift focus to major producers amidst market uncertainties. Martin discusses macro trends including China-U.S. competition and the implications for Canada’s economy. He emphasizes disciplined investment strategies, warns about concentration risks in the stock market, and highlights the importance of government investment in commodities.
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ADVICE

De‑risk Speculative Gold Wins

  • Take profits on early-stage speculative gold stocks when the market offers large gains.
  • Reallocate that capital into major, cash-flowing gold producers to reduce risk.
INSIGHT

Gold As A Buy‑Only Safe Haven

  • Treat physical gold as a safe-haven, buy-and-hold asset rather than a speculation.
  • Expect corrections but maintain a multi-year time horizon of 2–10 years.
INSIGHT

Read Headlines Through A China‑US Lens

  • Global headlines often reflect China–US competitiveness and require digging one layer deeper.
  • Much announced foreign investment into the U.S. may simply shuffle existing capital rather than create new money.
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